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Recent Clients

In Q4, 2014, I: • Helped in joint strategic planning between the UMass Medical School and the UMass Memorial Healthcare system • Helped Big Brother Big Sister of Central Mass and Metrowest create a new strategic plan • Helped Mass Council on Compulsive Gambling update and expand its Common Agenda for the problem gambling community • Helped the Society of Arts & Crafts create a strategic plan • Continued to help Work Without Limits transform from its business model […]

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Recent News

I will be leading a planning process – both live and online – for small- and mid-sized nonprofits this fall for the Essex County Community Foundation.  Participating nonprofits will form small planning teams and complete an Essential Strategic Plan – based on a two page template – in just three months. The process includes clarifying values; defining mission; conducting an assessment of strengths, weaknesses, opportunities and threats; defining strategic issues; creating a vision and goals; […]

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