Early action leads to dramatic results

A board of directors, seeing signs that their organization’s relevance was weakening, was in a struggle to gain control of their spending and refocus on critical priorities. A chief concern of the board was transparency regarding the organization’s finances and contractual obligations, and level of trust in the executive management.

Working with Megan, the board evaluated their current situation and refreshed their understanding of the needs of their constituents. They made changes to the responsibilities of the executive management, how they interacted with the board, and the board made changes to its own processes.

The board’s actions led to a better understanding of their target customer, streamlined and better focused processes, more favorable contracts, and a reorganization to better focus on the needs of their market. The organization drastically increased revenue, gained brand loyalty, improved trust amongst the board members and between the board and management.

AdobeStock_99586977.jpeg

Making the right investment

An organization dealing with rapid turnover and disengagement of staff struggled with to deliver on key projects. Faced with projected loss of revenue and conflict among senior leadership, Megan was engaged to create needed processes, priorities, and accountability.

After discovering multiple causes for the issues, the organization made significant and rapid changes. In mere months and with the right investments, record results were achieved and the conflicts resolved.

Success after downsizing

A CEO dealing with a drastic reduction of staffing, considered moving an in-person event to a virtual format. However, donors were leery of a major change to a long-standing tradition and the leadership team feared major losses of revenue.

A fresh look at the needs and wants of donors unleashed the management team to reimagine their event in ways they had not previously considered. They targeted all the strategic elements of the event squarely to the expectations of funders, leveraged new methods and a newly energized, but smaller, staff to deliver what their sponsors and donors expected.

The event reengaged donors, attracted new donors, enhanced the brand of the organization, improved engagement of the staff and delivered better than expected profit.