Board/Leadership Retreats
Mapping and Scanning Assignments
Strategic Planning and Design
Coaching and Consulting
Leadership for Change Initiatives

Board/Leadership Retreats

• Jewish Funders Network - One of the fastest growing affinity groups in philanthropy.
• Wise Giving Alliance - The charity watchdog whose standards for performance let donors give with trust. 

• Associated Grantmakers Massachusetts, Boston based regional association, developing enhanced strategies for serving grantmakers across its multi-state region.
  

Mapping and Scanning Assignments

• Council on Foundations/CFLT and Forum of Regional Associations of Grantmakers/New Ventures in Philanthropy - Environmental scan to identify resources, trends and knowledge gaps related to Philanthropic Donors of the Future.
  
• Nellie Mae Education Foundation - To research and develop the first ever region wide snapshot of  Foundation Giving in New England.
  
• The Annenberg Institute for School Reform - A nationwide mapping of public engagement projects in support of  school education reform.

Strategic Planning and Initiative Design

• Council of Better Business Bureaus - System-wide strategic plan for the Better Business Bureau system of 130 North American bureaus and the Council of Better Business Bureaus.  Follow on assignment as system-wide implementation coordinator for the plan.
  
• Dunkin Brands, Inc - Leadership for a 20 member design team of corporate employees and franchisees from Dunkin’s 3 different brands, to imagine and create a corporate foundation “owned” and supported by entire Dunkin’ system, from corporate HQ to more than 8000 franchisees in North America.
  
• Covenant Foundation - Board retreat, with significant pre-planning with the executive director and members of the Board, to plan for a significant expansion of foundation reach and programming.
   

Coaching and Capacity Building

• New Ventures in Philanthropy - Communications strategy for New Ventures phase II operation.
• Association of Small Foundations - Leadership for a capacity building initiative in marketing and communications, funded by the Packard Foundation.

Leadership for Change Initiatives

• The Stanley Foundation - Long term facilitation of a  Board and staff team working toward a new approach to programming in line with the approach of third generation leadership.
  
• Marco Polo Inquiry - A year long inquiry for a group of 20 foundation CEO’s, assembled and facilitated by Marcia Sharp, on the changing nature of communications and leadership in foundations.