On-Call Executive Coach and Mentor
Client Need: As a relatively young charity with an ambitious strategic vision, the executive director required experienced and trusted counsel on tactical direction and decisions that would arise along the path of the organization’s growth and development.
KDP Service: Providing advice to the Executive Director of a growing national charity on a broad spectrum of strategic topics and day-to-day tactical needs, including: Board governance, strategic planning, regional organizational structure and compliance, financial structure and accountability, fund development planning, risk mitigation, organization policy and standard operating procedures.
Market Research for Program Innovation
Client Need: Presented with an opportunity to expand its programs in its community, the charity required a study of the current and potential market as part of its due diligence process and good governance of strategic decisions and donor investments.
KDP Service: Conducted regional and provincial market research to assess the viability to build a new outdoor education and environmental facility. Research scope included competitive market assessment, potential user groups, digital document reviews, program inventory review, product pricing strategy, interviews (industry executive, charity management, academics and community practitioners) and socio-economic data analysis. The project culminated in reporting on the research findings, offering recommendations on strategy and tactics for the program and facility installation design.
Charity Amalgamation Plan
Client Need: Faced with competing priorities, limited resources and tight timelines to manage current workload, the client outsourced the process of engaging senior executive teams through the business planning process, conduct an expensive data review and prepare a plan to be presented to the respective Boards.
KDP Service: The project called for drafting a business plan and operating model for the unification of two charities to a new regional single entity, The development of the integrated business plan speaks to a financial and management model, potential organizational growth and service impact. The newly determined business structure and operating model relate to: Accounting and Finance, Technology, Resource Development, Facility and Capital Assets, Human Resources, Marketing and Communications and the core programs and services.
The business planning process engaged senior management in a series of face-to-face meetings and functional group conference calls, leading a process of organization review, identifying opportunities and financial modelling against the current fiscal realities. The plan highlights key initiatives, risk mitigation and presents a new senior management structure that calls upon an execution of an internal, fair and equitable recruitment process and change management pathway.
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