After several years of underperforming against budget, this nonprofit health care organization engaged Warren Whitney’s Gene Gregory to conduct an operational analysis to identify opportunities for improvement in operations and their potential impact on the financial position of the organization.
This nonprofit had become recognized as an effective organization in helping at-risk students be successful. The budget had doubled in two years and the staff was working at a level that was beyond sustainable capacity, yet many opportunities were still presented to the organization.
A new president had just been appointed to this nonprofit school. She and the board agreed that developing a strategic plan would help ensure that they had a common vision and agreement regarding important goals and priorities. Katherine Whitney facilitated the planning process.
A nonprofit had been operating for 12 years, and its originating and early board members had been rotating off of the board. The organization realized that within the next few years, it would have a complete turnover in board members, and it did not have a plan for bringing on new board members.
This large nonprofit serves individuals diagnosed with terminal illnesses who cannot afford prescription drug coverage. Its reach is national. When the CFO resigned, the client’s recruiter contacted Warren Whitney to send in an interim CFO. Rique Flato stepped into the position immediately.