It’s the role of the CEO to develop strategy. Many CEOs, however, find that they spend most of their time making sure day-to-day business is operating smoothly. It can be hard to find time and a clear head for strategy. Warren Whitney helps you and your leadership team develop and implement strategy in the areas that matter most — strategic planning, board development, succession planning, and nonprofit mergers. We work with you and your team to develop a strategy tailored to your organization.
Strategy Case Study
A longstanding nonprofit felt that its board needed assistance in identifying steps that needed to be taken to strengthen the board and its governance practices. Most board members wanted to be engaged but there were conflicting ideas about what they should be doing as board members.
Warren Whitney served the client by constructing an engagement that used a board self-assessment as a foundation for a day-and-a-half board session which combined governance training with consulting. Specific steps of the engagement included:
- Conducting background research by reviewing the bylaws and minutes from recent meetings and by talking with the executive director and several board members.
- Designing and administering a board self-assessment survey centered on best practices and including several questions specific to issues the organization faced.
- Facilitating a retreat comprised of four sections:
- Roles and responsibilities of board members.
- Strategic planning.
- Board member cultivation.
- The partnership between the board and the executive director.
The sessions provided a training component in each area followed by discussion of the issues specific to the organization.
During the session, the board developed a draft vision statement and agreed on a process for moving forward to develop a strategic plan. In addition, the board agreed on 10 actionable steps to strengthen its approach to governing the organization and the board itself. Warren Whitney committed to providing assistance at the first several meetings of a newly formed governance committee.
“You have made such a positive contribution to the Board and moved us light-years ahead of where we could have been. Thank you so much!”
“You had a part in making all this a reality for us. Our strategic plan has been moderately aggressive and those goals have focused this company to excel and in turn made us stronger fiscally to achieve this tremendous victory.”
“Thank you for the wonderful job you did in helping with our merger. We couldn’t have done it nearly as efficiently and painlessly if we hadn’t had you herding cats, bringing structure to the analysis, and making sure we kept our eyes on the important issues. An incredibly professional job that reflected your depth of experience and great people skills!”