Triangle Capacity Building Project Triangle Area Consultants · development, executive recruitment and leadership transitions, strategic planning, and annual and capital campaign

Triangle Capacity‐Building Project

Triangle Area Consultants

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The consulting firms listed below have shared their contact information with Triangle Community Foundation. This list does not represent all consultants within our region. The information is provided as a resource for nonprofit organizations and does not reflect an endorsement for services. References are available upon request. Should you wish to work with another consultant as a part of Oak’s Triangle Capacity‐Building Project, please contact Triangle Community Foundation.

Company: Armstrong McGuire

Primary Contact: Bert Armstrong

Email: [email protected]

Phone: 919‐390‐1925

Address: PO Box 6485 Raleigh, NC 27628

Web Site: www.ArmstrongMcGuire.com

Do you have a specific specialty?

Our service area is North Carolina with a significant body of work in our home region of the Triangle area. We work with nonprofits of all sizes and focus areas, primarily in the area of leadership development, executive recruitment and leadership transitions, strategic planning, and annual and capital campaign studies, planning, and implementation. Biographies on all our team members can be found on our website at www.ArmstrongMcGuire.com.

Resume/CV: Biographies of Bert Armstrong and Shannon Williams.pdf

Do you facilitate Organizational Assessments?

Yes, I/we regularly provide this service.

On average, how much time is needed to complete an Organizational Assessment?

2 ‐ 3 months depending on the scope of work

What is the average cost of an Organizational Assessment?

$10K. Tiered pricing for smaller orgs.

Assessment Approach:

Our objective for this assessment is to evaluate the key elements that define organizational capacity and sustainability. We will conduct a SWOT analysis that focuses on six pillars of organizational capacity and effectiveness: 1. Mission, Vision, and Strategy – Does the organization have a clear mission and are strategies in alignment with the mission? 2. Governance and Leadership – Does the organization have strong governance and foster leadership? 3. Resource Development – Is the organization financially sustainable? 4. Strategic Relationships – Does the organization have strong and positive relationships with external



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stakeholders? 5. Internal Operations and Management – Does the organization have a strong and sound core infrastructure? 6. Program Deliver and Impact – Is the organization effective in the delivery of programs and services and is evaluation of impact integral to the organization? Our analysis will offer an objective assessment of each of these core areas, identifying strengths that help build on current success; weaknesses or challenges that are impeding progress and effective operations and governance; opportunities that help position the organization for greater impact; and environmental threats that may be beyond the control of the organization but present significant internal or external risks that must be monitored and managed. In addition to our review of key data and materials related to the Center, our assessment process is designed to engage staff, board members and other key stakeholders in important leadership conversations. Their unique perspectives will help inform our overall analysis. An added benefit of their participation is our client's opportunity to engage these key groups in a meaningful way, strengthening the shared ownership of the organization and its future among those with the ability to impact it most.

Capacity Building Services:

‐Strategic planning $7K ‐ $18K‐Resource development planning and training (annual campaigns and overall development plans) $8K ‐ $15K ‐Board training $2K ‐ $7K, depending on scope ‐Retreat facilitation ($200/hour) ‐Operations ROI /staff utilization planning $8K ‐ $10K ‐Database selection $2K ‐ $5K ‐Prospect research $350 for detailed profiles; $1K ‐ $5K for group screenings

Additional information:

We currently provide organizational assessments and capacity building services on behalf of the John Rex Endowment, Triangle Community Foundation, and several other organizations working to strengthen the capacity of our nonprofit sector. It would be a privilege to be part of this group of consultants.



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Primary Contact: Sue Carson


Phone: 919‐542‐5334

Address: 1744 Moncure Pittsboro RdMoncure, NC 27559

Company: beGrantwise

Web Site: www.beGrantwise.com


Grantseeking ‐‐ all phases, including prospect research, initial funder outreach, organizational readiness, proposal review/writing/co‐writing, coaching about submission and post‐award activities, and beGrantwise Learning workshops. beGrantwise services address needs of nonprofits and collaboratives in all lifecycle stages, with an emphasis on securing funding from foundations, United Way, dorporate and community giving programs, and local government.

Resume/CV: beGrantwise Sue Carson Resume 2017.pdf


Although I do not offer comprehensive organizational assessments, I am willing to co‐facilitate Organizational Assessments for nonprofits whose priorities include exploring their grantseeking development needs. Assessment of capacity with respect to grantseeking is an embedded component of my work with every client; the intensity and formality of this focus depends on the client's level of interest. Typically, past grantseeking work and current readiness are explored with clients early during the course of our first shared project. I offer professional advice regarding actions and resources available via my practice or other sources as appropriate. Please see Capacity Building Services for more information.


beGrantwise offers three types of technical support designed to improve the capabilities of nonprofit professionals and volunteers to creatively and confidently seek financial support in service to their nonprofit's mission: Extension Services, beGrantwise Learning Services, and Partnerships Services. beGrantwise Extension Services: a grant‐seeking specialist helps a nonprofit realize more funding opportunities without adding staff or securing additional volunteers. Sue Carson provides time‐limited support to advise regarding grant‐seeking readiness and research prospective funders to determine fit with organization's needs and mission. Grant‐writing services include review and comment, co‐writing, drafting proposals, and technical support for all phases of pre and post submission activities. beGrantwise Learning Services: classroom format, interactive workshops offer skill‐building to help grant‐seekers focus their efforts strategically and effectively. beGrantwise Learning topics include grantseeking basics and more advanced special topics. Please contact Sue Carson for more information about upcoming workshops or to schedule one customized for your organization, conference, or community. beGrantwise Partnerships Services (for Collaboratives): these customized services support all stages of collaborative grant‐seeking, including proposal development, prospective funder research, funder outreach/cultivation advising, application submission, and site visit preparation. beGrantwise's facilitation role supports balanced and complementary participation by all partners. Objectives include



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clearly articulated funding application content about the intersections of organizational missions and roles/activities and effective planning regarding program evaluation, reporting, and sustainability. For all services, contracts are negotiated with clients to ensure costs, scope, and duration meet their anticipated needs. Rates average $50 per hour. Contracts may be annual, short‐term, or project specific. Fixed fee, short‐term contracts are available for new clients. Discounts offered to NC Center for Nonprofits members, sponsors, and sustainers.

Additional information file upload:

beGrantwise Ext Services Info Sheet 2017.pdf



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Company: Executive Service Corps of the Triangle

Primary Contact: Trudy Smith


Phone: 919‐641‐9173

Address: P.O. Box 51152 Durham, NC 27707

Web Site: www.esctriangle.org


We provide all types of capacity building services customized for clients of any type, size and stage in lifecycle.

Resume/CV: CURRENT‐ESC‐Comprehensive‐Active‐Consultant‐Bio‐Briefs‐12‐13‐16 (1).doc




30 hours


$3000


Organizational capacity is an abstract term that describes a wide range of capabilities, knowledge and resources that nonprofits need in order to be effective. What makes an organization effective? In Grantmakers for Effective Organizations, the authors suggest it’s “an organization’s ability to fulfill its mission measurably through a blend of sound management, strong governance and a persistent rededication to assessing and achieving results.” Organizational capacity is multifaceted and continually evolving. The organizational capacity model has six components generally recognized as necessary for high performance and effective leadership: 1) mission, vision and strategy; 2) governance and leadership; 3) program delivery and impact; 4) strategic relationships; 5) resource development; and 6) internal operations and management. These interdependent components all contribute to the health and performance of a nonprofit organization. We use a proprietary online survey completed by the ED and Board Leader with a review of supplemental materials by a team of at least 2 consultants to offer a prioritized report of strategic objectives for the future.


ESC provides capacity building to nonprofits in Orange, Wake, Durham and Chatham counties. Services include:



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•Board Development •Retreat Facilitation •Guided Organizational Assessments •Strategic Planning •Executive Coaching •Communications/Marketing •Financial Assessment •Collaboration Opportunities, including mergers •Board Matching (online and Speed Dating) •Fundraising Planning •Additional Services


Our services are provided by dedicated and experienced former executives who are committed to making a difference in their communities through pro bono work. Our volunteer consultants come from a variety of management backgrounds in the for‐profit and nonprofit sectors, government and academia. We have been serving Triangle nonprofits since 1987. We are part of a national affiliate network of 18 member organizations.



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Primary Contact: Althea Gonzalez


Phone: 828‐279‐5711

Address: 4 Wentworth Ave Asheville, NC 28803

Web Site: altheagonzalez.com


I have work with a range of nonprofits, specializing in grassroots, immigrant‐serving, and Latino‐led organizations. My consulting work has focused on building organizational cultural competence, strategic planning, fundraising training, and meeting facilitation. My work has taken me across North Carolina and I'm familiar with many of the unique characteristics of communities in our state.

Resume/CV: Althea Gonzalez resume 2017.pdf


No, I/we do not provide this service.


All costs are approximate since the amount of time and design of work depends on organizational needs. *Participatory strategic planning ‐ $5000 *Retreat/meeting facilitation ‐ $800‐1200 per day *Board/staff development training ‐ $500‐2500 *Training and coaching on diversity/inclusion/creating a multicultural, multigenerational organization ‐ $800‐1200 per day *Fundraising/friendraising coaching and training ‐ $500‐$2500


I have 17 years of experience in the nonprofit sector as both consultant and staff serving as a facilitator, trainer, provider, and program manager for large and small organizations. I have also spent seven years working in philanthropy, supporting funders and funders’ collaboratives through management positions at Hispanics in Philanthropy and Grantmakers Concerned with Immigrants and Refugees. My consulting work has focused on building organizational cultural competence, strategic planning, fundraising training, meeting facilitation, program management, and evaluation with an emphasis on Latino‐led and immigrant‐serving, grassroots organizations. My perspective on these areas has been informed by local and statewide work in North Carolina as well as national efforts.



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In all facets, my work is grounded in the importance of relationship‐building and deep listening for our multicultural world, in order to understand the needs of all stakeholders and in partnership, to develop appropriate solutions.


Althea Gonzalez Clients 2000 to Present.pdf



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Company: The Innovative Nonprofit Solutions Group, LLC

Primary Contact: Ruth Peebles


Phone: 919‐280‐7069

Address: P.O. Box 20575

Raleigh, North Carolina 27619

Web Site: www.theinsgroup.com

Do you have a specific

specialty?:

The INS Group specializes in organizational development and capacity building services including:

• Strategic planning

• Strategic fund development planning

• Organizational assessments

• Board development

• Board training on fundraising

• Grant writing

• Grant research

• Resource development audits

• Creation of resource development materials

• Grant writing and fundraising workshops

• Project management

• Community organizing (facilitation, focus groups, public forums)

• Executive coaching

Resume/CV: Ruth A. Peebles' Resume ‐ 2016.pdf

Do you facilitate

Organizational

Assessments?:


On average, how

much time is needed

to complete an

Organizational

Assessment?:

50 hours but can be modified

What is the average

cost of an

Organizational

Assessment?:

$10,000 ($2,500 ‐$5,000 modified)

Assessment Approach

:

The INS Group guides organizations through a five‐step organizational assessment process:

1) Introductions and Information Gathering,

2) Self‐Assessments, 3) One‐on‐One Interviews and Focus Groups, 4) Data Collection and Reporting, and



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5) Action Plan Development. The process is completed within a 90‐day period.

All documents produced are reviewed by all participants.

One key tool used is a modified self‐assessment tool "Nonprofit Infrastructure Checklist" that

incorporates key elements of various sources (documented on tool) is used.

The board, staff, volunteers and stakeholders are are involved in the process.

Capacity Building

Services:

The primary organizational development and capacity building services provided by The INS Group are

services: 1) Board Development,

2) Strategic Planning, 3) Strategic Fund Development Planning, 4) Marketing and Branding 5) Coaching

and Support and 6)Grant Research/Strategy and Grant Writing.

Average costs for individual services range from approximately $3,500 ‐ $15,000. Costs depend on the

tailored methodology for each client.



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Company: moss+ross LLC

Primary Contact: Mary Moss


Phone: 919‐801‐6502

Address: 1536 Carr Street

Raleigh, NC 27608

Web Site: mossandross.com

Do you have a specific

specialty?:

Strategic development consulting for Triangle nonprofits. Services include development and

organizational assessments, annual/membership campaigns, campaign readiness and management,

nonprofit executive and staff search, feasibility studies, interim staffing, leadership training and

development, strategic planning, communications, research and data services.

Do you facilitate

Organizational

Assessments?:


On average, how

much time is needed

to complete an

Organizational

Assessment?:

3 months

What is the average

cost of an

Organizational

Assessment?:

$15,000‐$20,000

Assessment Approach

:

Depending on the level of engagement, moss+ross analyzes documents, conducts stakeholder

interviews and online surveys to provide an objective analysis of mission, vision and strategy,

governance, programs, partnerships, resources, and operations. Based on this analysis, our

recommendations are tailored to improve efficiency and effectiveness to further an organization’s

mission and impact.

Capacity Building

Services:

Strategic planning, fundraising planning, staff and volunteer leadership development including retreats

and training, goal setting, communications and messaging services, fundraising research. Pricing begins

at $10,000.

Would you like to be

included in a

Consultant Directory

provided to grantees?:

Yes, please include my information.



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Additional

information:

The hallmarks of moss+ross are our customized counsel for each client and our deep knowledge of the

nonprofit and educational landscape in this community. We have built our reputation on a custom

approach to each engagement – an approach that harnesses client strengths, uncovers hidden talents

and opportunities, and provides support for any challenges to get results. We are proud that our clients

say their organizations are stronger at the end of our time together.



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Company: Partners for Impact, LLC

Primary Contact: Beth Bordeaux


Phone: 919‐612‐6634

Address: 1044 Branch Line Lane Apex, North Carolina 27502

Web Site: http://partnersforimpact.com


Organizational or Service System AssessmentWorkflow and Process Mapping Use of Metrics, Quality Improvement, and Outcome Tracking Organizational, Collaborative or Project Design and Support Visioning and Strategic Planning Group Facilitation Training Specialty Areas: Cross‐Agency Collaboration & Homeless Services

Resume/CV: BBordeaux Resume 2016.pdf




75‐120 hours of consulting time over approximately 3‐4 months


$8,000‐$14,000


My approach is to begin with an orientation session, providing some basic training for board and high level staff while learning about their hopes and expectations for the process. I like the comprehensiveness of the Marguerite Casey Foundation Organizational Capacity Assessment Tool and that it is available for nonprofit use at no cost. It requires commitment of key leaders to take the time to work through it. The Executive Director and Board President are asked to complete the survey and possibly one or two other key organizational leaders. This group makes up a small team to oversee the assessment process. I will conduct an extensive review of internal documents including communications and fundraising materials, program policies and guides, human resource policies, board documents, financial statements and workflow documents, program evaluations, major grants and grant reports, etc. I also like to conduct 10‐15 key interviews with funders, staff, donors, board members, volunteers, and others. I document all of my assumptions, questions, hunches and trends that are revealed from



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the document review and from the interviews. I usually do not conduct surveys because I do not find that they reveal enough additional information to warrant the time that goes into the instrument development and analysis of data unless there are key questions or groups that we need to access and survey is the best option. After data collection, I'll facilitate a series of meetings with the small group of leaders that completed the Organizational Capacity Assessment Tool to review their responses, discuss variances and highlight meaningful discoveries. Other board members or key leaders may be invited into these discussions where we also review findings from the document review and interviews. Finally I will write up a report with recommendations that I will review with the small team of leaders before we, together, take the report to the board for adoption of final recommendations.


Organizational or Service System AssessmentWorkflow and Process Mapping Use of Metrics, Quality Improvement, and Outcome Tracking Organizational, Collaborative or Project Design and Support Visioning and Strategic Planning Group Facilitation Training Specialty Areas: Cross‐Agency Collaboration & Homeless Services Cost can vary significantly based on the size of the organization or project. Cost for services is based on an hourly rate of $100/hr and time estimate to complete the project. Discounts or adjusted rates are often provided based on the size and scope of the project, the needs of the organization, and my availability.


See website at http://partnersforimpact.com


BBorrdeaux One‐page summary resume 2016.pdf



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Company: Results Craft LLC

Primary Contact: J. Nelson‐Weaver


Phone: 336‐251‐4296

Address: PO Box 21322 Winston‐Salem, NC 27120‐1322

Web Site: www.ResultsCraft.com


We support your organization's ability to deepen and demonstrate impact and results. Results Craft staff builds capacity to clearly define the results you intend to achieve, track progress, make improvements to programs and services, and describe your impact. We custom design measurement and tracking process so that you can evaluate and improve. Results Craft serves as trainer and facilitator and Monitoring and Evaluation system designer. We can also serve as an independent evaluator. Our staff bring deep experience in engaging diverse organizations and communities. We fit our recommendations to your organization and create measurement systems that your staff or volunteers can maintain on your own.

Resume/CV: ResultsCractTeaminfo.docx.pdf


No, I/we do not provide this service.


Results Craft builds capacity for achieving results and demonstrating impact. Services include strategic planning, program planning, monitoring and evaluation, Continuous Quality Improvement, organizational development, creating a learning organizational culture, staff development, marketing and grant writing. We build your capacity to focus on the results you intend to achieve, track your program impact, adjust and improve, and demonstrate your success. Our capacity building approach includes training, coaching, supported practice, and organizational development to maintain your improvements.


RC organization services flyer.pdf



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Company: Roots to Canopy Consulting, LLC

Primary Contact: Kristin Bradley‐Bull


Phone: 919‐308‐7475

Address: 2013 Woodrow Street Durham, NC 27705

Web Site: http://www.rootstocanopy.com/


I work with social justice organizations as frequently as possible and am also regularly engaged with other types of organizations. Co‐creating stronger, more vibrant organizations is my passion.

Resume/CV: k bradley‐bull.Oak.assess cap.01.kbb.doc


I typically conduct these assessments as part of a larger project rather than on their own, though I am, certainly, open to exploring stand‐alone assessments.


To a large extent, the time investment depends on the aim/scope of the assessment, size of the organization, and the relative availability of assessment sources/data. Time may range from 2 days to 20 days or more, with an average of 5‐15 days.


$5,000‐$15,000 average, with streamlining options.


Key elements I lend to assessment processes include: right‐sizing the process to the organization and its goals; creatively using available information and time; ensuring that people feel heard and appreciated for their contributions; and facilitating processes that lead to deep learning and “a‐ha” moments. My approach includes: identifying a team of stakeholders (often staff, board, and clients/program participants) to guide the process; clarifying the aims of the assessment; inventorying on‐hand data (organizational/program evaluations, community assessments, client feedback, staff and board reflections/evaluations, strategic plans, financial and fundraising reporting, etc.); determining additional data needs; developing data collection plans and instruments; collecting data and/or training data collectors; facilitating or conducting data analysis and interpretation; and developing reporting, presentations, “community” forum plans, and other methods of sharing the learnings.


Key elements I lend to capacity‐building engagements include: tailoring capacity‐building to varied organizational and individual cultures and realities; using a variety of methods (e.g., training, technical assistance, coaching); connecting capacity‐building to “real” work so it is immediately value‐added and not just an add‐on “task;” and evaluating the results of capacity‐building in an ongoing way to continue to strengthen it.



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I offer capacity building in: community assessment, program planning and implementation, program and organizational evaluation, adult education, strategy development, community organizing, and sustainable leadership. Costs vary significantly based on the types and depth of capacities that will be built. Costs average $5,000‐25,000.


I welcome exploratory conversations as organizations are considering how best to invest their precious time and other resources to be stronger and more sustainable in these important times of challenge and of great opportunity.



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Company: Tepeyac Consulting

Primary Contact: Marisol Jimenez


Phone: 919‐824‐7910

Address: 165 Coleman Ave 19B Asheville, NC 28801


Tepeyac Consulting is a North Carolina‐based consulting practice that catalyzes strategic equity efforts in collaboration with grassroots leaders, nonprofit organizations, and foundations. We believe in the power of connecting communities that are most often marginalized from decision‐making tables with opportunities to amplify their voices and meaningfully lead social justice efforts. We offer the resources, tools, and frameworks to develop and deepen organizations’ and communities’ capacity with an explicit and intentional structural analysis of power that informs our work every step of the way. For nearly 15 years, our team has worked in multiple capacities to advance equity through state and national policy advocacy, grassroots leadership development, community organizing, facilitation and training, and participatory research. Our engagements incorporate popular education, language justice, inclusive logistics, and accessible content as standards of practice. Our team has an established record of holding spaces and guiding processes that support meaningful dialogue across lines of difference, move groups from analysis to action, and engage in deep self‐reflection. It is our strong belief that this work is most impactful when it is intersectional, proactive, collaborative, and radically hopeful. Tepeyac Consulting can offer your community and/or organization: • Meeting and retreat facilitation • Tailored workshops • Intentional community engagement • Participatory research and program evaluation • Public speaking

Resume/CV: Marisol Jimenez ‐ CV 2017.pdf




2‐3 weeks

What is the average cost of an

$2,000



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Organizational Assessment?


Tepeyac Consulting works directly with a planning team to develop a Listening + Learning process. This form of engagement allows the organization to get a 360‐degree view of their structures, team dynamics, strategic feedback, and program evaluation. A Listening + Learning process can be designed around online surveys, one‐on‐one interviews, and Listening Tours with focus groups. The scope of the assessment (e.g., participant size, multiple tools, etc.) would affect the cost of implementation.


Tepeyac Consulting catalyzes strategic equity efforts in collaboration with grassroots leaders, nonprofit organizations, and foundations. We offer resources, tools, and frameworks to develop and deepen organizations' and communities' capacity to apply an explicit and intentional structural analysis of power to their work. Our team works in multiple capacities to advance organizations' work, including, leadership development; facilitated dialogues; intentional community‐building; racial equity training; and strategic planning and assessment. Key findings and decisions made throughout these engagements are summarized in a final report and reviewed during a final debrief. Meeting Facilitation: $150/hr Full‐day retreats: ~ $1,500



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Company: Third Space Studio, Inc.

Primary Contact: Meredith Emmett


Phone: 919‐641‐1614

Address: 1003 Lamond Ave Durham, NC 27701

Web Site: www.thirdspacestudio.com


We are generalists with a preference for organizations that are looking to go from good to great. We have lots of experience with organizations with budgets of under $2 million. We work across North Carolina and have done work in other states as well.

Resume/CV: AboutUs.pdf




6 weeks


$3000


We use a survey tool that we built. The tool covers the following areas: a. Mission, Vision and Strategy—Does the organization have a clear mission, and are strategies in alignment with this mission? b. Governance and Leadership—Does the organization have strong governance and foster leadership? c. Resource Development—Is the organization financially sustainable?

d. Strategic Relationships—Does the organization have strong and positive relationships with external stakeholders?

e. Internal Operations and Management—Does the organization have a strong and sound core infrastructure?

f. Program Delivery and Impact—Is the organization effective in its delivery of programs and services, and is evaluation of impact integral to the organization?



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On occasion we supplement the survey with key interviews of staff and board ‐ this increases the price to as much as $7500. We then review the data with board and staff leadership.


Strategic Planning ($10,000 ‐ $15,000) Fundraising Planning ($5,000 ‐ $7,500) Board Development (depends on services) Organizational Development (depends on services) Leadership Training (depends on services) Leadership Coaching ($125/hour)


We are a two person company that includes Meredith Emmett and Heather Yandow.



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Company: Debby Warren Consulting, Inc.

Primary Contact: Debby Warren


Phone: 919‐210‐5731

Address: 5132 Theys road Raleigh, North Carolina 27606

Web Site: debbywarrenconsulting.com


I enjoy working with nonprofit organizations of all sizes, particularly those focused on the causes and impacts of inequality in our society who recognize that they need to continually respond to changes in their environment ‐‐ with clarity, creativity and courage. I help these organizations see these opportunities and challenges and effectively translate them into actionable strategies, tactics and funding/income options.

Resume/CV: DW resume11.pdf




4 weeks


$2500


My approach varies depending on the size, complexity & sophisticating of the organization. I strongly favor making the process simple and straightforward. Most organizations know most of their strengths and weaknesses. The assessment tool provides data to prioritize and take action. For small, grassroots organizations I use the Babcock Foundation's tool which focuses on 7 organizational capacities with a set of 5‐12 'yes/no' questions for each category. For larger, more complex organizations I use a tool developed by the Long Island Center for Nonprofit Leadership. I use these survey tools to highlight issues which I then explore with the board & senior staff in a retreat‐like setting. I then return to the senior leadership with my findings and recommendations.


Board development Strategic planning Environmental scans Fundraising/income generation planning Executive & senior staff coaching



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Change management Strategic partnering and collaboration Costs for each of these activities widely varies depending on the specifics of the situation.


I am a long‐term resident of the Triangle who understands the very different contexts that Chatham, Wake, Orange and Durham create for the nonprofits working in these counties. I also bring state, regional and national expertise and connections. Capacity building for nonprofits of all shapes and sizes is my passion.



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Company: Don Wells Consulting, Inc.

Primary Contact: Don Wells


Phone: 919‐732‐1989

Address: 308 Mitchell Street Hillsborough, NC, 27278


I have worked with many, many nonprofits both in NC and nationally from very small to international agencies. I work with Boards on Retreats, capacity building, organizational development, long range planning, mediation, staff development, executive coaching and merger.

Resume/CV: RESUME 2016.doc




About a month or two


4000


I generally read everything (Budget, Bylaws, Personnel Policy, Articles of Incorporation, Strategic Plan, Organizational Chart, Website, Brochures, Recent Funding Proposals, etc.) I generally interview the Board Chair, Treasurer, ED and key staff members. I often Survey Monkey Board and staff. I may meet with the board and/or staff. Then do a DRAFT Assessment, send it to the Board Chair and ED to vet and edit, then finalize it and submit it.


These services depend a great deal on the needs of any specific agency so it is difficult to state specific services. They may be staff centered, Board centered or both. They may also be more centered on coaching or tutoring. Or, in fact, all of the above.


In my experience every assessment is a bit different. I generally meet with key personnel and then submit an assessment plan, revise it working with the agency and proceed. I find this method generally keeps us all on the same page.

Triangle Capacity Building Project Triangle Area Consultants · development, executive recruitment and leadership transitions, strategic planning, and annual and capital campaign

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