Case Studies
Case Study 01
The Challenge
The organization was navigating significant change and had never completed a strategic plan before. Leadership needed a clear direction for the future, but shifting federal administration and funding uncertainty created major risk. The team was stuck between wanting to grow impact and needing to prepare for worst-case scenarios.
Case Study 02
The Challenge
As a new organization working to reduce community violence, the team needed its first strategic plan — and they needed it to reflect the voices of everyone involved. Staff, grassroots organizations, funders, board members, and individuals with lived experience all had different perspectives. The challenge was aligning priorities while addressing urgent community needs and building capacity among local partners.
Case Study 03
The Challenge
A respected statewide organization was experiencing significant tension between its board and new executive director. Miscommunication, misinformation, and broken trust led to a formal investigation into leadership — and fears that the organization might fracture at a critical time for the community. The mission was clear, but alignment was not. Without a way to rebuild trust, the future of the organization and its impact was at risk.
Case Study 04
The Challenge
The organization faced internal conflict after harmful and inappropriate comments from its executive leadership damaged trust with staff — especially staff members from marginalized backgrounds. At the same time, they needed to expand programs into underserved communities but lacked meaningful relationships or a track record of engagement. Leadership knew change was necessary but felt unsure how to respond or where to begin.

