Pivot
Find What's Broken.
Something isn't working, and you can't figure out why. Job retention rates are suddenly declining. Alumni referrals are dropping. Foundation renewals aren't coming through like they used to.
It's easy to get lost in the symptoms rather than finding the root cause. I provide fresh eyes, looking for the small anomalies that seem irrelevant but are actually the clues that lead to the real problem.
When something goes wrong at the end of your impact pathway, the real issue often started much earlier. I analyze qualitative and quantitative data across people, processes, products, and partnerships to uncover why what used to work isn’t working anymore.
Get unstuck by finding - and fixing - the problem behind the problem.
For Nonprofits
Your program outcomes are declining, but you can't pinpoint why. Is it the economy? Staff turnover? Program changes? You need to know where to focus your limited energy.
How I Help: I conduct rapid organizational diagnosis to identify the root cause and design targeted interventions that address the real problem, not just the symptoms.
For Foundations
Your grantees aren't achieving the impact you expected, but their processes look fine on paper. You suspect there are deeper issues but need objective analysis to understand what's really happening.
How I Help: I provide independent assessment of grantee performance and ecosystem challenges, identifying leverage points for improved outcomes.
For Employers
Your workforce development investment isn't delivering the ROI you expected. Employee participation is low, or graduates aren't staying with the company, but you're not sure what to change.
How I Help: I analyze the entire employee journey to identify barriers to participation and success, designing targeted improvements that increase both engagement and business impact.
Case Study
Organizational Diagnostics
Challenge: A social impact organization believed they had a sales problem because their revenue wasn't meeting projections.
The Insight: Upon a closer examination of their systems, the true opportunity wasn't in sales, it was in client lifecycle management. The organization had strong customer acquisition but needed to strengthen their processes for client retention and upselling.
Solution: I led an initiative to develop a holistic approach to client lifecycle management. I collaborated with the business development, HR, and operations leads to implement improved data tracking and to test new hypotheses about client needs and behaviors. This allowed us to challenge assumptions and build a more effective, data-driven strategy.
Impact: I designed a comprehensive strategy that addressed the root cause of the revenue challenge, strengthening overall client outcomes for long-term revenue sustainability.