GOAL:Help a high-profile philanthropist unlock the full potential of her organization.
CHALLENGE:TJ, a philanthropist committed to social change, was brilliant at the big-picture – communicating messages, raising funds, building relationships – but struggled with operations. Though she’d attracted smart and passionate staffers, they were overworked, stressed and burning out. TJ was unsure of whether she had hired enough staff, in the right roles. When a valued member of her leadership team gave notice, TJ knew she needed to either address the organization’s infrastructure, or risk losing more talented people.
PROCESS:We interviewed each member of the staff to better understand their roles and perspectives on what the organization needed. Through those in-depth interviews, we discovered several actionable steps to ease the burden on staff, fill the gaps in core business functions and bring greater clarity to the vision for priority programs.
We identified four additional core staff positions (needed because existing staff were distracted from the jobs they'd been hired to do), helped facilitate strategic planning meetings, defined roles and responsibilities for each team member, outlined new communication protocols and coached individual team members in time management and information systems.
The organization is thriving — freeing TJ to focus on the highest and best use of her strengths as the leader. With the right number of people in the right roles, and with clear direction, the organization is positioned to retain top-talent, increase it’s impact, and feel confident that every dollar it invests in human resources is supporting its goals.