Organizations and their funders come to Bernuth & Williamson for help navigating the complex world of nonprofit management, growth, funding and impact. We support our clients all the way, from envisioning new organizations to evaluating impact.
In an increasingly competitive marketplace for ideas and solutions, no organization can afford to just “make do.” A strong strategic plan can make the difference between success and obscurity. We begin by focusing on institutional positioning – where our client stands in relation to other organizations who deliver similar services and with whom they compete for resources. By evaluating relative strengths and weakness, trends in the sector, competitive context and the client’s unique value proposition, we define a common-sense vision for the organization and develop strategic options. We place particular emphasis on helping our clients include all their key stakeholders in developing strategy.
- Stakeholder research and analysis
- Competitor benchmarking
- Strategic option development
- Facilitated planning processes
- Board engagement
- Sustainability planning
A strategic planning process is no small undertaking, and its three-to-five year cycle can allow for a certain drift. How does an organization that is moving forward make sure it is staying on the right track? How can you obtain an unbiased assessment of your recent efforts? Rather than launching a full-blown strategy project, an organizational assessment may be just the right-sized effort. Assembling a team with the right types of expertise, we come in to evaluate how your organization’s structures, systems and staff are working together to advance your mission. We use a diagnostic tool for building nonprofit capacity that was originally pioneered by a team from McKinsey & Co.’s nonprofit practice that included B&W managing partner David Williamson.
- Research and analysis
- Function-by-function assessments
- Pragmatic recommendations
- Gap analysis
- Structures, staff and systems alignment
Implementation and Change Management
Often a strong plan is not enough. Having articulated a vision and strategic plan, many nonprofits struggle with the “execution gap” – how does the plan become reality? Beyond the annual budget, there is no measurable expression of the time and dollar resources required to execute the strategy and achieve the vision. Our clients seek guidance in refining and quantifying objectives so they can look at performance in a strategic, three-to-five year context – as well as from budget to budget. Bridging this gap between longer-range objectives and current results is vital to success.
- Three-to-five year implementation/action plans
- Management reporting & information systems
- Financial projection models
- Organization development processes
- Change-management roadmaps
- Revenue diversification strategies
- New venture plans
The world of marketing and communications has changed dramatically over the past few years: Now more than ever, an organization has to understand and manage its brand. Our clients come to us for guidance in navigating through new waters. We begin by developing an understanding of audiences and stakeholders along with organizational goals, ultimately building out a brand strategy with our clients. We consider all appropriate approaches to bolster revenue and build the brand – everything from major gift and planned giving programs to digital marketing, membership or supporter programs, media relations, publications, merchandise and social media initiatives. Ultimately, we work closely with staff to craft approaches that utilize and integrate the best of old and new, aligning strategy and structure for maximum impact.
- Brand assessment and strategy
- Communications and marketing audits
- Integrated marketing and communications strategies
- Organizational positioning and concepts
- Facilitated planning processes
- Campaign strategy
Monitoring and Evaluation
Now more than ever organizations have to both show and tell impact. Funders at all levels want to know what their dollars have done. Our clients – be they the funders or their grantees – come to us to assess the long-term impact of programs, policies and organizations.
- Benchmark development
- Initial assessments
- Year-over-year review and analysis
- Stakeholder review and analysis
- Grant evaluations