Executive Consulting
Executive Consulting
Executive Consulting
I offer customized confidential one-on-one consultation for nonprofit executives, foundation and donor-advised fund managers, middle managers, and board members. I can adapt my style and scope of work to fit your needs.
I will leverage your strengths; identify barriers to success by thinking through problems/needs and the historical and cultural factors that may have resulted in these barriers; develop concrete benchmarks and goals; and create the best path forward to accomplish these goals. I offer two different options.
I offer customized confidential one-on-one consultation for nonprofit executives, foundation and donor-advised fund managers, middle managers, and board members. I can adapt my style and scope of work to fit your needs.
I will leverage your strengths; identify barriers to success by thinking through problems/needs and the historical and cultural factors that may have resulted in these barriers; develop concrete benchmarks and goals; and create the best path forward to accomplish these goals. I offer two different options.
I offer customized confidential one-on-one consultation for nonprofit executives, foundation and donor-advised fund managers, middle managers, and board members. I can adapt my style and scope of work to fit your needs.
I will leverage your strengths; identify barriers to success by thinking through problems/needs and the historical and cultural factors that may have resulted in these barriers; develop concrete benchmarks and goals; and create the best path forward to accomplish these goals. I offer two different options.
Executive Consulting
I offer customized confidential one-on-one consultation for nonprofit executives, foundation and donor-advised fund managers, middle managers, and board members. I can adapt my style and scope of work to fit your needs.
I will leverage your strengths; identify barriers to success by thinking through problems/needs and the historical and cultural factors that may have resulted in these barriers; develop concrete benchmarks and goals; and create the best path forward to accomplish these goals. I offer two different options.
Step One
Step One
Organizational Health Check- important questions to explore whether you run a philanthropy, a museum, or a non-profit with a specialized audience:
Organizational Health Check- important questions to explore whether you run a philanthropy, a museum, or a non-profit with a specialized audience:
Is the organization:
Expanding or starting up? Are you a nonprofit with big dreams or an emerging children's museum? What are your biggest short- and long-term challenges?
Do you have a track record? How do you measure its success?
How has your organizational goals/methods changed in the last three years? What do you do best? What are you having difficulty with?
Are you in a position to rent or buy a space? To design exhibits? to prototype your idea/s?
Board of Trustees contributing to your success and is it in need of strengthening?
Are you in need of re-invigorating your Board or starting a Board? Do you have an advisory committee?
Are your Board governance boiler plates in good shape: By-laws, conflict of interest and whistle blower policies?
Do you have Board Directors and Insurance?
In a good financial position? What is your situation? Do you have a reserve? An endowment? A capital restricted fund?
What is your operating budget for the next three years? Your capital budget? Do you have a 3-5 year operating budget?
What income must you raise to meet your 2024 operational needs? In 2025?
Planning ahead? Do you have a Sustainability Plan? A Strategic Plan/Framework? A Business Plan? A Succession Plan? A Marketing Plan? A short-term action plan?
Involving your stakeholders in what you do? How well do you know your community, staff, and Board and how do you involve your community in your work?
• What is your commitment to DEAI?
Expanding or starting up? Are you a nonprofit with big dreams or an emerging children's museum? What are your biggest short- and long-term challenges?
Do you have a track record? How do you measure its success?
How has your organizational goals/methods changed in the last three years? What do you do best? What are you having difficulty with?
Are you in a position to rent or buy a space? To design exhibits? to prototype your idea/s?
Board of Trustees contributing to your success and is it in need of strengthening?
Are you in need of re-invigorating your Board or starting a Board? Do you have an advisory committee?
Are your Board governance boiler plates in good shape: By-laws, conflict of interest and whistle blower policies?
Do you have Board Directors and Insurance?
In a good financial position? What is your situation? Do you have a reserve? An endowment? A capital restricted fund?
What is your operating budget for the next three years? Your capital budget? Do you have a 3-5 year operating budget?
What income must you raise to meet your 2024 operational needs? In 2025?
Planning ahead? Do you have a Sustainability Plan? A Strategic Plan/Framework? A Business Plan? A Succession Plan? A Marketing Plan? A short-term action plan?
Involving your stakeholders in what you do? How well do you know your community, staff, and Board and how do you involve your community in your work?
• What is your commitment to DEAI?
Step Two
Step Two
Organizational Assessment
Carla helps clients assess their operations and performance, ultimately supporting them to identify the most effective organization and governing structure. She zooms in and out of the details with you because she has been there in your shoes. This can include exploring growth and downsizing scenarios; clarifying leadership, staff and board roles; collaborating with other organizations with similar missions; imagining and tapping new funding and income generating streams: creating new marketing models; and assessing if individuals need training or preparation for new responsibilities and working relationships, among other things.
Carla helps clients assess their operations and performance, ultimately supporting them to identify the most effective organization and governing structure. She zooms in and out of the details with you because she has been there in your shoes. This can include exploring growth and downsizing scenarios; clarifying leadership, staff and board roles; collaborating with other organizations with similar missions; imagining and tapping new funding and income generating streams: creating new marketing models; and assessing if individuals need training or preparation for new responsibilities and working relationships, among other things.
Sustainability Assessment
Your 3-5 year budget is one of the keys to success. It is your map. We will look at your professional/personal goals and the issues climate change poses too on your organization and your stakepholders. A change in leadership may be in the future which may influence how fast to start a succession process. Together, we will look at the needs of your community, the capacity of the organization to fulfill those needs, what the practical options are, and what your operating budget and capital budget needs to be up to 3-5 years.
Your 3-5 year budget is one of the keys to success. It is your map. We will look at your professional/personal goals and the issues climate change poses too on your organization and your stakepholders. A change in leadership may be in the future which may influence how fast to start a succession process. Together, we will look at the needs of your community, the capacity of the organization to fulfill those needs, what the practical options are, and what your operating budget and capital budget needs to be up to 3-5 years.
PLAN, GOALS, TIMELINE- how can Carla continue supporting you?
You have taken the big steps already. You are now clear about your goals, the health of your organization, the short- term needs/priorities. We will develop a framework and plan for you to follow and a sense of how I can support you on an ongoing basis. Sometimes just having a sounding board is all you need or an empathetic experienced person you trust to check in with you on a regular basis. It is hard being on the top I know.
You have taken the big steps already. You are now clear about your goals, the health of your organization, the short- term needs/priorities. We will develop a framework and plan for you to follow and a sense of how I can support you on an ongoing basis. Sometimes just having a sounding board is all you need or an empathetic experienced person you trust to check in with you on a regular basis. It is hard being on the top I know.
Customer testimonials
Customer testimonials
Customer testimonials
Customer testimonials
See what people say about me
See what people say about me
See what people say about me
See what people say about me
“Without Carla, I do not believe that the Bronx Children’s Museum would exist”
“Without Carla, I do not believe that the Bronx Children’s Museum would exist”
“Without Carla, I do not believe that the Bronx Children’s Museum would exist”
At the time she was hired, there were no programs, no established relationships with the community, no staff and no money. She singlehandedly worked, to put together program ideas, identify funders and potential partners and to help devise a strategic plan to hire staff to execute the mission and vision established by the board.
At the time she was hired, there were no programs, no established relationships with the community, no staff and no money. She singlehandedly worked, to put together program ideas, identify funders and potential partners and to help devise a strategic plan to hire staff to execute the mission and vision established by the board.
Hope Harley
Board President of
Bronx Children’s Museum
“Unlocking Your Non-Profit Success with Carla”
“Unlocking Your Non-Profit Success with Carla”
“Unlocking Your Non-Profit Success with Carla”
Before Carla, establishing our Donor Advised Fund felt like navigating a maze. With her vast expertise and genuine warmth, she's transformed our approach, offering strategic insights, deep analysis, and heartfelt guidance. Thanks to Carla, we're making more informed, impactful choices. Her unique blend of technical mastery and compassion is simply unparalleled. Highly recommended!
Before Carla, establishing our Donor Advised Fund felt like navigating a maze. With her vast expertise and genuine warmth, she's transformed our approach, offering strategic insights, deep analysis, and heartfelt guidance. Thanks to Carla, we're making more informed, impactful choices. Her unique blend of technical mastery and compassion is simply unparalleled. Highly recommended!
Lynn Insreal
Donor Advise Fund Executor
Carla is a clear-thinking organizer and communicator
Carla is a clear-thinking organizer and communicator
Carla is a clear-thinking organizer and communicator
Carla asks pertinent questions and looks several steps ahead to identify potential opportunities and obstacles. Her ability to troubleshoot is very valuable to any executive or organization trying to launch a project. She took the copy I had written and re-organized and edited it to make it much clearer and more compelling to a reader. She asked necessary questions that helped me continue the work.
Carla asks pertinent questions and looks several steps ahead to identify potential opportunities and obstacles. Her ability to troubleshoot is very valuable to any executive or organization trying to launch a project. She took the copy I had written and re-organized and edited it to make it much clearer and more compelling to a reader. She asked necessary questions that helped me continue the work.
Anina Gerchick
E.D., Birdlink LLC
Frequently
Asked Questions
Frequently
Asked Questions
Frequently
Asked Questions
Frequently
Asked Questions
Qualities I Look for in Prospective Clients
Qualities I Look for in Prospective Clients
Open to having a dialogue with me about your dreams/challenges/opportunities.
Willing to share internal documents and boiler plates on a timely basis with me to enable me to analyze and understand the issues, players, landscape.
Able to reflect on the ideas we come up with before making strategic decisions/moves.
Respectful of my time as I will be of yours
Open to having a dialogue with me about your dreams/challenges/opportunities.
Willing to share internal documents and boiler plates on a timely basis with me to enable me to analyze and understand the issues, players, landscape.
Able to reflect on the ideas we come up with before making strategic decisions/moves.
Respectful of my time as I will be of yours
What is Your Fee? Do you take Pro-Bono Clients?
What is Your Fee? Do you take Pro-Bono Clients?
I do not have a standard fee, but will work with you to determine a reasonable feefor you
And yes, I do occasionally take on pro-bono work–for a good cause!
I do not have a standard fee, but will work with you to determine a reasonable feefor you
And yes, I do occasionally take on pro-bono work–for a good cause!
What Are My Areas of Expertise
What Are My Areas of Expertise
Finance and Development
Launching or Reviving Enterprises (nonprofits, museums, programs)
Strategic Marketing: Rethinking/Reimagining
Needs Assessments
Board and Advisory Board Development
Developing detailed plans for a physical building and its inside exhibits; working closely with architects and designers to realize the project
Integrating the Arts into Programming
Organizational/Infrastructure Strengthening
Collaborating with Community/Constituencies
Working with Elected Officials/Community Leaders
Project Management
Finance and Development
Launching or Reviving Enterprises (nonprofits, museums, programs)
Strategic Marketing: Rethinking/Reimagining
Needs Assessments
Board and Advisory Board Development
Developing detailed plans for a physical building and its inside exhibits; working closely with architects and designers to realize the project
Integrating the Arts into Programming
Organizational/Infrastructure Strengthening
Collaborating with Community/Constituencies
Working with Elected Officials/Community Leaders
Project Management
What kind of Clients do I work with ?
What kind of Clients do I work with ?
Leaders of startups, foundations, nonprofits, donor-advised funds, company boards
Visual and performance artists
Leaders of startups, foundations, nonprofits, donor-advised funds, company boards
Visual and performance artists
Getting Started is Easy
Getting Started is Easy
If you think this is what you’ve been looking for, book your 30 mins intro call today or email me.
If you think this is what you’ve been looking for, book your 30 mins intro call today or email me.