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Designing a Scalable Growth Model for a Mission-Driven Organization
Hispanic-serving organization needed a unified strategy for national expansion with clear market prioritization and financial sustainability.
Multi-phase strategic planning with market analysis, stakeholder engagement, and bilingual facilitation to create a tiered growth framework.
Adopted 3-year national expansion plan with clear growth gates, KPIs, and funder-endorsed financial blueprint.
Reimagining a Nature Center for the Next 50 Years
Regional cultural institution needed mission refresh and modernized operations despite strong community presence and capacity challenges.
Comprehensive assessment, board retreats, and SWOT analysis to develop five strategic pillars using a Stabilize–Amplify–Sustain framework.
2026–2029 Strategic Plan aligned governance, programs, and funding with clarity on identity and capital priorities for milestone anniversary.
Governance Refresh & Strategic Focus for a Multi-State Collaborative
National alliance lacked clarity in governance model, board roles, and brand positioning with inconsistent stakeholder expectations.
Governance diagnostic, stakeholder interviews, and facilitated retreat to develop brand clarity tools and decision-making frameworks.
Refreshed governance structure with clarified roles and strengthened positioning for national funding opportunities.
Strategy
Discover why traditional strategic plans often gather dust and how to create living strategies instead.
Leadership
Master techniques for guiding productive board discussions and decision-making.
Leadership
Why taking time to pause and reflect leads to better strategic outcomes.
Strategy
Moving beyond vanity metrics to measure what truly drives impact.
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