Strategy

 

Whether you’re creating a new program from scratch or rebooting an existing initiative, I can help you ensure alignment between your goals, success metrics, and operational strategy. I’ve gained a reputation as a leading theory of change practitioner through engagements with the William and Flora Hewlett Foundation, the Doris Duke Charitable Foundation, the State Government of Victoria (Australia), the City of Boston, ArtsWave, Santa Cruz Museum of Art and History, and Fractured Atlas. You can view a sample theory of change and logic model I developed for Createquity here.

Associated Services

  • Vision definition/refinement

  • Theory of change

  • Impact measurement frameworks

  • Change management

SAMPLE PROJECT

In 2018, I helped Creative Victoria and its grantees develop eleven separate program strategies and evaluation frameworks for two different grant programs. One program focused on fostering DEI efforts in the creative industries, the other on bringing together creative talent and policy experts to pilot innovative solutions to important social challenges.

Knowledge

I am an expert at finding the signal in the noise and expressing complex ideas in plain language. As founder and CEO of the internationally acclaimed think tank Createquity, I critically evaluated hundreds of research studies and publications, either on my own or through managing, editing and training the work of others. Since then, I’ve helped clients such as Arabella Advisors and the City of Santa Monica quickly get up to speed on what evidence tells us (or doesn’t) about a field or a particular research question.

Associated services

  • Landscape analysis

  • Research synthesis

  • Feasibility studies

  • Evaluation planning

  • Research conceptualization and design

  • Publication editing & review

Sample Project

In 2017-18, in collaboration with Arabella Advisors, I led a rapid evidence review studying the effectiveness of interventions to reduce stigma associated with learning and attention disorders. The analysis was designed to inform programming strategies for a private family foundation.

Decision-Making

Are you wrestling with a dilemma and not sure how to resolve it? My decision support service can guide your organization through the process of predicting the outcomes of the alternative options available to you and offer a data-informed perspective on the best way to achieve your goals. If you’re just looking to get your feet wet, I offer a no-obligation decision inventory service to help you identify and prioritize the major decisions you need to make in the coming months. And if it’s training you need, I’ve been giving workshops on strategic decision-making since 2013 and have experience teaching principles of decision science to hundreds of professionals at all skill levels.

Associated services

  • Decision inventories

  • Decision modeling and support

  • Strategic decision-making workshops

  • Grant proposal review/impact management

  • Executive coaching

Sample Project

In 2018-19, I worked with Democracy Fund’s Strategy, Impact and Learning team to bolster organizational capacity for strategic decision-making and risk management across the organization. Deliverables included a concept paper for board and executive leadership and training for 35+ senior and program staff.

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