Services


Leadership Development

  1. Executive Coaching and Support

  2. Thought Partnership

  3. Board Governance Advising

  4. Individual and Group Staff Education

  5. Meetings and Retreats


Strategy

  1. Mission, Vision, and Values Statements

  2. Short-term and Long-range Planning

  3. Organizational Change Planning and Execution

  4. Fundraising and Revenue Plans


Program

  1. Project Planning, Assessment, and Evaluation

  2. Feasibility and Market Studies

  3. Volunteer Program Development

  4. Grantmaking Programs


Fundraising and Alumni Relations

  1. Campaign Planning and Management

  2. Annual Giving and Major Donor Programs

  3. Development Audits

  4. Alumni Program Assessment and Design

  5. Training and Coaching

“Jane has always been an absolute pleasure to work with. She is a detail-oriented and efficient organizer, facilitator, and fundraiser, and an extremely thoughtful advisor. I highly recommend her!”  - Jennifer Siebel Newsom, CEO/Founder, Girls' Club Entertainment LLC and MissRepresentation.org

What We Do

“Jane was instrumental in assisting us work through a time of crisis.  She provided clear direction and helped us navigate through organizational and fundraising issues.  She was a critical member of our transition team. I would definitely use her again and recommend her to others.”   - Michael Soza, Partner BDO USA LLP and Board Chair California Symphony

Our Tools and Approach

We utilize a number of techniques and products in our process, which is designed to be inclusive and collaborative:

  1. Myers Briggs Type Instrument® (MBTI®) Assessment

  2. Fundamental Interpersonal Relations Orientation-Behavior® (FIRO-B®)

  3. Strong Interest Inventory®

  4. The Balanced Scorecard

  5. Personal interviews

  6. Role playing

  7. Exercises and assignments that encourage reflection

  8. Brainstorming and discussion

  9. Direct and honest feedback

  10. Professional mediation and conflict resolution techniques

  11. Templates and forms to encourage a systematic approach

  12. Selected reading materials

Services:        Strategy        Leadership        Fundraising        Change Management        Meetings & Retreats        Public Speaking

Keynotes and Talks

  1. Leaders Are Made, not Born

  2. Creating a Culture of Excellence

  3. Passion and Perseverance

  4. Finding Your Own Path


Workshops and Training

  1. Strategic Planning Primer

  2. Sales Force Motivation

  3. The Selling Process

  4. Fundraising Basics

  5. Soliciting Major Gifts

  6. Fundraising for Boards

  7. Capital Campaign Overview

  8. Managing Volunteers

  9. Sales Force Motivation

  10. The Selling Process

  11. Customized options to suit your needs

Client Testimonials