Strategy case samples
Regional Group with National Aspirations
Challenge:
A local group successfully expanded statewide, then regional throughout a four state area. Learning and refining services as they grew, they created a solid core of staff and widely respected package of services. Their board grew to include national experts.
Opportunity:
A fast evolving marketplace combined with societal, and political opportunities suggested the time was now to expand.
Outcome:
An assessment revealed great, passionate support for their work but also suggested they might have too many good prospective directions. A series of strategic directions were identified for the board to consider.
In the words of the board president in a follow up evaluation, reported that "Our thinking moved from an initial expectation that we would see some suggestions about increasing revenue to an understanding that we needed to do something bold and we needed to do it now. The work has been tremendously well received by the staff . . . You encouraged us to think about going national - we realized we already are. The board has reacted very positively to this as well. - we are claiming our future . . . We needed the time to make the shift. The draft report was a jolt to us in trying to decide what it meant and it took time and patience on your part which I appreciate. I was very glad you helped facilitate the board discussion around the study in regards to what it meant and what we could do with it."
client comments:
"Perhaps Kevin's greatest skill is his ability to demystify the process of building a successful fundraising program. By crystallizing the crucial small steps that lead to big gains, Kevin has set us down a very promising path that has already begun to pay dividends."
