Interim Executive Leadership for Executive Transitions • Counsel in Management • Governance • Planning & Fundraising
OUR SERVICES
Interim Executive Management
We lead not-for-profit organizations through Executive Director and CEO transitions with a rapid, responsive, and adaptable approach. We have the expertise, experience and gravitas to lead board and staff through strategic realignments and provide hands-on executive management during complex transitions. Our goal is to make the next organizational leader as effective as possible and to make your executive transition as seamless as possible.
Strategic Planning
We offer a facilitated and inclusive process that generates a shared vision among an organization’s key stakeholders and a plan that positions the organization to respond to a changing environment. Our planning approach integrates conceptual thinking with practical implementation, specifying a coordinated set of actions that will reinforce your organization’s unique strengths and align all key decisions toward advancing its mission. The plan will prioritize goals, create benchmarks, and clear incremental objectives to be achieved in measurable timeframes.
Organizational Development
We offer an innovative approach to position our clients for appropriately scaled growth. Our Organizational Assessment is a critical component of Capacity Building. It is a diagnostic tool and an educational process, identifying organizational strengths and areas for improvement. With thoughtful business planning, we build models to help clients take advantage of opportunities presented by a dynamic environment, including opportunities for collaboration and restructuring. Our Board Development services incorporate sophisticated strategies to build stronger, more effective boards and committees and strengthen the staff-volunteer partnerships.
Fund Development
Our development assessment evaluates fundraising efforts in relation to mission and long-range plans. Upon a comprehensive review, a development plan is developed with strategies to enhance fundraising production, that includes timelines, staffing, and budgeting. Our feasibility studies assess fundraising potential and strategies through a series of interviews and analyses, focused on the articulation of a compelling and urgent case for support, trained and prepared volunteers and cultivated donors, with capacity and propensity to support the organization.
Testimonials
<div class="testimonial-height">As Interim ED at the Boys & Girls Clubs, David provided experience, professionalism and leadership as the club moved from one ED to another, and grappled with crucial structural issues. He worked very well with the board, with myself as the chair, and was an inspirational leader to our staff. He led them through a difficult transition. I would highly recommend David for any similar situations and greatly appreciated his work with us.</div> Bruce WrightBoard Chair, Boys & Girls Clubs of North San Mateo County
<div class="testimonial-height">We were fortunate to have David as our Interim Executive Director during a time of change and instability because he helped everyone keep focus on our mission during a tumultuous and lengthy transition. David provided structure and stability for our staff and ensured that we always provided excellent service to families. His calm nature in the face of adversity helped keep the staff focused and the board engaged.
David brought passion and energy to the job and was relentlessly dedicated to the mission, as well as respectful of the history and culture of the organization. He worked with integrity and professionalism, applying his knowledge and experience and serving as our trusted guide and advisor.
We highly recommend David for any interim executive position or comparable leadership role.</div>Amy OliverBoard President, Ronald McDonald House of San Francisco
<div class="testimonial-height">I can't believe the time has come for you to leave! You have done an amazing job guiding us through a very challenging time and process. Your commitment to the agency and deep appreciation of the work had been very clear and has helped us trust your leadership through difficult decisions.
Thank you is not enough and it is so hard to say goodbye to someone who has really become part of the BBF family. You will be missed.</div>Clare FriedmanBoard Member, Blind Babies Foundation
<div class="testimonial-height">I don't think we would have survived without all the wonderful work you've done for the organization. I enjoyed working with you, and we will miss your steady, wise, and confident leadership.</div>Jenny WongBoard President, Up On Top
<div class="testimonial-height">As the Interim Executive Director at Fair Housing of Marin, David provided phenomenal guidance and support to the staff and board members of our agency during the transition following the retirement of our founding E.D. David was able to present our board with an assessment and set of recommendations, as well as implement changes addressing policy, practices and structure. In addition to tactfully addressing several challenges, he left us with a thorough analysis and suggestions regarding the inner workings of the agency that have been helpful to us moving forward. We were very fortunate to have David guiding and moving the organization forward during this transition period.</div>Paula AllenBoard President, Fair Housing of Marin
<div class="testimonial-height">David has been a professional colleague for more than fifteen years. I have observed his outstanding skills during capital and major gift campaigns, and board and program development. His work is of very high quality and he always ensures that what he does is relevant to his clients and the missions they serve. He has particular knowledge and experience in the areas of education and social services with additional strength in finance. David is an excellent communicator and a compassionate colleague. I recommend his work at the highest level.</div>Margaret A. ElliottFormer Executive Director, College of Marin Foundation
