Recent Projects

CP was asked to help develop and introduce a new name for the organization. We facilitated working sessions to establish the case for a name change. In preparation, we interviewed board members and key donors, and conducted research via SurveyMonkey among client members, and interviewed other historical societies that have changed their names.

CP was asked to help develop a strategy for securing committed long-term funding to support staff and programs. Our team led a workshop to organize and guide fundraising activities for the next 12 months. The workshop covered the requisites for a successful fundraising plan, identifying and prioritizing donor targets, and the components of successful grant proposals.

CP was asked to assist in evaluating new opportunities to better serve our client’s clients and serve more low-income seniors. We identified, evaluated, and recommended potential opportunities that would increase the agency’s impact on the senior community that it serves.

CP was asked to support the development of a strategic plan for the next three-to-five years, with focus on the organization’s structure. Our team presented key findings and recommendations to the board, including a range of viable alternatives for organizational structure. We subsequently worked with the client team to develop a strategic plan. 

CP was asked for assistance in developing a strategic plan, with specific focus on how to structure the plan and the planning process. Our team facilitated a series of working sessions on developing priorities for program selection and audience development, financial planning, and board/volunteer engagement

CP was asked to help guide the process of selecting a new name for the school.  Working with a task force from the School’s community, we conducted interviews to solicit the opinions and buy-in from various stakeholder groups, conducted focus groups, and provided a point-of-view on name implementation (i.e., graphics, tagline, communications to the school community). 

CP’ was asked to provide thoughts on a new Wishing Place concept. Our team, which previously developed a strategy to engage millennials, provided much-appreciated input.

CP was asked to help develop a pricing model for a prevention education curriculum. We analyzed the cost of providing prevention education training, performed competitor pricing analysis, and developed a pricing model for delivering the curriculum, and made recommendations around program implementation

CP was asked to help respond to the COVID-19 crisis. We helped assess the current business model and how the organization could adjust it to respond to the crisis; what was needed right away with the current and future fundraising; what lessons learned from peer organizations to apply to respond to the crisis; and start planning for the fall and 2021. 

CP was asked to help in a strategic planning exercise with focus on sustainability and prioritization to focus the Foundation’s development work and spending to support the College’s needs. Our team delivered a framework