3. With What Plan of Action?

I help clients develop, test, implement, and engage others in customized roadmaps for success. Those roadmaps are based on their values, culture of philanthropy, and available resources and tools. I’m comfortable with a variety of design, strategy, and planning methods, so can customize a process and document that best suits a client’s needs.

Example projects have included:

  • Strategic plans – sometimes connected to a formal logic model, theory of change, and/or evaluation framework.
  • Family philanthropy models – strategies, policies, and programs to govern a family’s philanthropy, engage members in meaningful ways, and plan for future generations.
  • Grantmaking programs – internal priorities, external guidelines, application and RFP language, site visit and due diligence processes, committee review and evaluation tools.
  • Community initiatives and collaboratives – combining tools such as grants, investments, convening, communications, donor engagement, and public policy.

Grantmaking Buckets Game_001
Example Grant Strategy Game