CASE: Board of Directors Plans for Future

THE PROBLEM

The Board of Directors for a fast growing non-profit organization was stuck. They needed to get better organized and create a plan to guide them to the future they envisioned. Their attempts to take action weren't working well.  They were becoming a worn out team of executive leaders from the banking, police, corporate, education, human resources, faith and legal sectors. They sought help from Joan Coolidge, Initiate Impact because the Program Director had experienced Joan's strong value with another initiative.

THE SOLUTION

The Board engaged Joan Coolidge to help them form a shared view of the future and design organizational and management structures to make that vision come to life.  Working with a team of 14 Directors and 1 Program Manager, Joan enabled the team to accomplish what had been unattainable for six months, including creation of clear compelling mission & vision statements, new organizational structure, role descriptions and action plans.  The experience and solution were much appreciated as seen in the success stories. 

BEST PRACTICE

By enabling participants to listen, speak, discern and create tangible outcomes that would guide them to their future, Joan helped each individual be heard and the team discern a common view of what they would do together, make decisions and create clear documents as a guide for their journey.  

Case: Global organization Transformation

THE PROBLEM

A 130-year-old global faith based organization was experiencing serious issues that put the organization at risk of survival. They had formed a vision of their future, and now they were struggling to make their vision come true. They wanted to make sense of complex desires; to see and agree on pathways that would get the organization where they wanted it to be.  They sought help from Joan Coolidge, Initiate Impact, because of the value they saw her bringing to another initiative within the organization. 

THE SOLUTION

Joan Coolidge, in collaboration with the organization's leadership, created a program to guide and transform the organization's efforts to bring their vision of the future to life.  As one leader said "Initiate Impact prepared our 800 member organization to take positive, concrete action on a vision of our future which had remained simply a dream over the previous three years."  

The Program Joan designed and delivered included focus on the synergy of the whole among three parts: Long-Range Plan (LRP), Master Plan (MP), and Capital Campaign (CC). The Long-Range Plan is seen as the process for the journey to the future.  It includes five Goals with Strategies to achieve each goal, an Implementation Plan, a Communication Plan, and a Metrics and Reports plan with Comprehensive Progress Reports every two years to 2020. The Master Plan is seen as a tool for use ongoing.  It includes data for use in the maintenance and acquisition of assets in support of the organization and its goals.  The Capital Campaign is seen as fuel.  It includes funds to support operations and development.  The campaign has exceeded expectations.  The money will help fund fixed and emerging strategies to accomplish Long-Range Plan goals by 2020.

BEST PRACTICE

Joan Coolidge, Initiate Impact applied numerous best practices within the Organization Development, Systemic Change, and Information Technology Professions.  Large and small groups of people, meeting in person and remotely, were facilitated through discussion of issues to make sense of complex desires so the organization could see and agree on pathways that would get them where they want to be. Documentation was created and revised to formalize final agreements. The leadership team for the program includes two professional Process Consultants working with a large multi-layered organization (mostly volunteer plus small staff), in consort with a Master Plan team and a Capital Campaign team, both under professional direction.