Services

Client Services

Strategists’ clients often need an array of services during their long-term relationships with us. Our competency areas for services are focused on research, strategy, planning, organizational development leadership functions, as well as communications and development. We work with CEO and board of directors teams to create the strongest possible outcomes for clients’ desired goals.

BUSINESS CONSULTING

FRACTIONAL/INTERIM LEADERSHIP

FACILITATION/TEAM BUILDING

TEAM BUILDING/CULTURE BUILDING

TRAINING/PUBLIC SPEAKING

BUSINESS CONSULTING

Brand Development/Marketing

We go beyond the need to update your logo and identify the behavioral articulation of a business philosophy.
Our work begins with discussion of your organizational identity and values.
We provide the research and strategy leading needed to create strong brand pillars, as well as creation of visual icons, graphics and vital messaging.

Corporate Social Responsibility (CSR) and Environmental, Social and Corporate Governance (ESG)

We have decades of experience managing CSR/ESG strategies and programs for international corporations, local companies and small startups. That experience provides a unique vantage point for crafting authentic and effective program execution. Combining research, strategy and creativity to hit the right balance of authenticity is critical. By resonating with employees, customers and community—in alignment with the organizational values and community expectations—organizations develop credibility for their strategies.

Crisis Communications

We’ve led responses in nearly every type of crisis, developing and executing crisis communications plans in response to a myriad of situations. We build strategic responses to effectively mitigate risk. Most importantly, we work with clients to provide training for crisis communication management and response planning to prepare your organization in advance.

Philanthropic Advisory and Development Services

DEVELOPMENT: our president has served in leadership and staff positions of varying size organizations, as well as advised hundreds of nonprofits. Our work begins with discussion of goals and philanthropic giving climate, leading to an assessment of community needs and study of campaign feasibility. We implement concepts, create tools and measurement for successful annual and capital campaigns, challenge grants, major gifts, planned giving and more. Also, we train and coach staff and board members through the development process.
ADVISORY: For family foundations, we support families to identify their philanthropic goals. We guide processes and timelines to accommodate participation by, and transitions to, successive generations of family members. We hear your vision and translate it into an implementation plan that ensures your legacy will reach its fullest potential.

Public Relations

Our award-winning approach to integrating community and media relations pays off in ways that are both cost-effective and memorable. We help our clients navigate short- and long-term communication challenges by strengthening reputation management, establish effective two-way communication, and developing methodologies to evaluate effectiveness.

Research

We execute all phases of research. For example, operations analysis, brand development and/or refresh, customer satisfaction, campaign feasibility and community and employee opinion studies are available. We listen to your objectives and then tailor the data collection approach that best meets clients’ needs.

Writing

We excel at writing content, taking complex information, including trade, industry, scientific and technical content, and breaking it down into simple, easy to understand, relevant information. We tailor content for the designated speaker and ensure it is attuned to the intended audience. We write executive speeches, annual and quarterly investor presentations and briefings for industry analysts, as well as consumer focused materials. We create product and sales copy, web content, annual reports, development campaign materials, media announcements, press releases and more.

INTERIM/FRACTIONAL LEADERSHIP

We serve the needs of organizations undergoing leadership transitions, expansions and/or course corrections. These services are customizable and designed to fill current gaps and build the foundation for continued success.

Fractional Leadership

FRACTIONAL LEADERSHIP: Organizations often need specific positions filled for a period of months or even years. Yet, they don’t want the headache of employees with payroll, benefits and more. Fractional is the answer! When retaining a fractional leader, clients gain senior level talent, accustomed to leading as a CEO or CEO. Contracts can last months or years, depending on the growth objectives of the organization. Fractional teams accomplish services without the normal distractions faced by employees, and can have many of the same supervisory and signatory privileges as employed executives. Fractionals can be embedded with organizations’ cultures to lead, coach and guide teams, all while accomplishing the organization’s key objectives and goals. CLICK HERE to see a comparison of fractional, versus consultants.

Transitional Support

TRANSITIONAL SUPPORT: We provide client support including stabilization, assessment and guidance during leadership or management transition. Assistance can be provided on an interim short-term basis or as a fractional or part-time leader for a longer period to augment existing staff or fill in the gaps. We have experience filling interim and fractional positions for corporate, government and nonprofit clients in the CEO, COO, Chief Marketing Officer, Chief Development Officer, Chief Impact Officer and more. We provide other coaching and planning support for organizations that needed a steady hand while in transition. We work with you to determine the type of support needed, considering the scope of work, desired level of interaction with us and budget.

FACILITATION/TEAM BUILDING

We build consensus and strengthen trust among and between team members. Our extensive experience in working with teams of varying sizes in multiple settings offers clients creative, unique experiences. Those can be executed in face-to-face workshops and meetings as well as via remote platforms. We create a memorable experience and roadmap to guide your success through our expert Facilitation, Strategic Planning and Team/Culture Building services.

Facilitation

Our experience includes facilitating executive leadership trainings, team building for more than 150 people, and large-scale community forums and charettes for up to 500 participants. We guide organizations and teams, build consensus and craft action plans. Our organized, efficient, yet gracious approach is inclusive, productive and outcome driven.

Strategic Planning

PLANNING PROCESS AND RETREATS: We demystify strategic planning by making it simple to understand. We assist our clients by planning the defining the desired outcome, setting the session(s) agendas, gathering participant feedback and facilitating planning sessions. Our planning process is focused, efficient and designed to create a safe environment for all voices to be heard.
PLAN DEVELOPMENT: Our work with clients is customized and based on the specific level of assistance needed. We develop effective plans that will become a blueprint for reaching the next level of organizational success. Often we provide a how-to-guide that can be used to navigate follow-through and the writing of their own plan. We shepherd assignments and provide simple, yet powerful follow-up strategies designed to ensure implementation of plans.

TEAM BUILDING/CULTURE BUILDING

Creating a Learning Environment

We support our clients in creating learning environments that build stronger communication and trust. Our engaging approach gets from attendees their attention, participation and commitment. Our services range from multi-day programs designed to help large groups kick off new programs to small gatherings designed for leadership teams. We provide skill building training and support that helps clients work through barriers, connect and advance together. Often, we work with clients for multi-year, ongoing learning and coaching as the teams work through complex issues and change.

Assessment Tools

We teach teams how to have productive conflict, which leads to airing concerns, eradicating grievances and creating an environment for trust to build. To ensure that team building is effective, we provide a safe environment and facilitate the process with proven tools. We use DiSC® assessment, the tenants of Servant Leadership and the science of the Five Behaviors of a Cohesive Team™ to augment the learning and connection building.

TRAINING/SPEAKING

Our customized learning programs are designed to achieve your objectives. We accomplish this through a series of tailored training experiences delivered to your organizations’ stakeholders. Our Training and Capacity Building services provide you with the programs you need to serve your constituents, be the employees, members, industry or community organizations. Our training programs always receive among the highest marks for content, engagement and learning.

Training

STAKEHOLDER TRAINING: We customize our programs to serve identified needs. Training topics include board governance, servant leadership planning, public relations, marketing, sales, creating a high-performance culture, improved teamwork. We deliver programs and secure feedback to verify achievement of learning outcomes and the enjoyment experienced while participating in our programs.
NONPROFIT CAPACITY BUILDING PROGRAMS: For more than two decades, across the nation we’ve been retained to provide leadership and governance training series. Hired by universities, nonprofit resource centers, nonprofit alliances, community foundations and other funders, we build capacity of nonprofit organizations. Programs are designed to enhance board members and CEO engagement and skills. Participant feedback for these programs is extremely positive about the speaker’s energy and style, as well as the content and learning.

Speaking

TOPICS: We offer presentations that are customized to the audience, setting and occasion. A list of popular topics covers best practices in Branding, Marketing, Public Relations, Strategic Planning, Leadership, Building High Performing Cultures, Best Practices in Board Governance and Change Theory. Keynote and breakout sessions are smart, focused and entertaining, provide memorable learning experiences, and are research based. Topics incorporate more than three decades of experience with international, national and local organizations spanning dozens of industries.

CERTIFICATIONS

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