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CLIENTS

I have worked with a wide range of nonprofit organizations, from energetic start-ups to well-established leaders in their field.

San Francisco Department of Aging and Adult Services, San Francisco CA

  • Conducted consumer survey and focus groups and facilitated a strategic planning process to design a new cultural and community center to serve adults with disabilities as a subcontractor to San Francisco State University’s Paul K. Longmore Institute on Disability.

The Paul K. Longmore Institute on Disability at San Francisco State University, San Francisco CA

  • Conducted stakeholder interviews to produce a thorough needs assessment report.
  • Facilitated the organization’s first strategic planning process, which included the creation of a thorough background report, and collaborative planning with Advisory Council members.
  • Conducted a six-month review to assess the plan’s early success and make necessary adjustments.

Side by Side for Youth, San Anselmo, CA

  • Facilitated strategic planning for this Bay Area organization that provides early intervention and holistic mental health services for at-risk youth at a time it was going through a transition of its long-serving Executive Director.

United Way of the Bay Area, San Francisco CA

  • Updated the organization’s Financial Coaching 101 curriculum and served as trainer for SparkPoint Financial Coaches from throughout the Bay Area.

Church Divinity School of the Pacific, Berkeley CA

  • Served as Interim Director of Advancement and established new systems and processes.
  • Developed a marketing system and plans for the seminary’s Easton Hall guest rooms and conference center.

Community Action Marin, San Rafael CA

  • Conducted an organizational needs assessment, including staff and management focus groups, to identify ways to strengthen staff cohesion, create new communication channels, and build unified organizational identity .

Friends of Ruwenzori Foundation, Orinda, CA

  • Facilitated a strategic planning process to grow the organization’s revenue, strengthen the relationship with its Ugandan service partner, and prepare for leadership transition.

The Grateful Garment Project, San Jose CA

  • Guided the planning of annual board retreats and serve as facilitator.
  • Led the organization’s first-ever fundraising and communications planning process.

Lake County Health Leadership Network, Lakeport CA

  • Worked with this Lake County collective impact collaborative to develop strategies and objectives for how private and public member organizations would work together to improve health outcomes.

Warriors At Ease, Silver Spring MD

  • Led a 2-part strategic planning “virtual retreat” by video conference with board members from across the U.S. to produce the organization’s first-ever strategic plan.