Our Services

Strategic Leadership and Discernment for Religious and Non-Profit Organizations

Task Forces and Commissions
Designing and facilitating the deliberations of groups charged with developing and making recommendations regarding significant issues in the life and future of the organization.

Chapters and Assemblies

Facilitating the work of the preparatory committee, building a common vision and commitment within the committee, assisting in the determining the design, scope and agenda for the chapter or assembly.
Supporting the committee's leadership for the chapter or assembly, as well as the leadership of the designated officers.
Designing and facilitating small and large group preparatory meetings of the congregation, as well as meetings of key external stakeholders, as appropriate.
Facilitating the chapter/assembly.
Supporting implementation of decisions, and assessment of outcomes.

Ad Hoc Meetings and Retreats
Organizations have many reasons to bring people together, whether for deliberation, conversation, formation or information. We custom design and facilitate meetings of large and small groups, taking place on-site and off-site, and extending for just an hour or two, for a day or over several days.

As part of our commitment to build the capacity of your organization to fully realize the future you are called to, we offer a number of workshops to enhance the skills of the members of your organization that help you navigate the waters leading to that future. Our workshops are focused on developing skills in strategic leadership and planning, process design and facilitation, meeting design and facilitation, and managing change. All of our workshops are custom-design to meet both your specific organizational needs and the needs of the participants.

What We Offer

Learn more about ways we can help your organization discern your future, align with mission, build effective collaborative processes and train the members of your organization to do the same.

Discerning Your Future

Perhaps you just want a professional review and assessment of your organization's strategic direction, its alignment with mission and the internal processes supporting the direction and mission. We can provide such a review and assessment, and make specific recommendations to help you strengthen your capacity to fulfill your mission.

Process Design and Facilitation

Please let us know if you have any questions about the services described here, or if you are wondering about other ways we could support your strategic leadership and discernment that are not mentioned here.

We'll do our best to get back to you within a day.

Workshops and Professional Development

Strategic Review

Board Formation

Designing and facilitating retreats to support board strategy development and formation in mission.
Conducting workshops in planning and board effectiveness.
Consultation on board design, structure and processes.

Leadership Team Formation

Working directly with the leadership team to enhance its capacity to work effectively and collaboratively as a team.
Designing and facilitating leadership team retreats and other off-sites.

Leadership Coaching
Support for individual leaders that includes:

Conducting an assessment of the leader's capabilities vis a vis the mission, charism and strategic direction of the organization.
Providing regular coaching that focuses on practical growth in these capacities.

Performance Assessments
Providing custom-designed assessments of performance vis a vis the mission, charism and strategic direction of the organization and the individual's area and scope of responsibilities, and developing recommendations.

Organization-Wide Mission Integration
Designing and facilitating departmental and "all-hands" meeting, retreats and other activities to deepen organization alignment with and commitment to the mission and strategic direction.

Strategic Planning

A process for agreeing and committing to a strategic direction for your organization, building the capacity to implement that direction, and defining the measures for success. Consultant support may include:

Working with the leadership to define the scope and focus of the planning, determine stakeholder involvement, establish the "non-negotiables" and design the process.
Facilitating a steering/coordinating committee.
Conducting assessments of the external environment and the internal capacities of the organization in light of its mission and values.
With the steering/coordinating committee, defining the questions that will be addressed in the planning.
Designing and facilitating task force, commission and stakeholder meetings.
Supporting and coaching members of leadership.
Providing reports to appropriate bodies.
Managing the process from information-gathering to deliberation to recommendations to decision.
Supporting implementation and assessment.

Pastoral Planning

Similar to strategic planning, but with the focus on choice of ministries and building capacity to serve in those ministries.

Succession Planning
Prior to conducting an executive search or the election/appointment of leaders, assessing the leadership needs of the organization and developing leadership profiles. Consultant support may include:

Conducting a strategic review, including assessments of the external environment, internal capacities and strategic focus of the organization.
Interviewing stakeholders (internal and external, as appropriate).
Developing leadership profiles.

Reconfiguration/Union of Religious Communities
Facilitating a communal discernment of the leadership and members of all communities involved regarding reconfiguration and union

Designing and facilitating joint leadership meetings and deliberations.
Designing and facilitating assemblies, regional meetings, commissions and task forces, both joint and province-based.
Facilitating chapter deliberations.

Alignment with Mission