Representative List of Clients

Interim Executive Director Positions:

Marin Theatre Company -- http://www.marintheatre.org


The Sanville Institute -- http://www.sanville.edu


Legal Assistance for Seniors -- http://www.lashicap.org


Youth ALIVE! -- http://youthalive.org/


Sonrisas Community Dental Center -- http://www.sonrisasdental.org


Each One Reach One -- http://www.eoro.org


Strategic Planning, Facilitation, Graphic Recording , and Program Development:

A Bay Area City Advisory Council, Facilitator
Purpose: Retreat to identify key purposes and strategies for 07/08.
Task/ Activities: planned agenda, facilitated retreat, and submitted final report.


Legal Assistance for Seniors, Facilitator
Purpose: Management Retreat for team-building, strengthening management skills, and developing communication and policy agreements.
Task/Activities: Planned agenda and facilitated half-day retreat. http://www.lashicap.org


Arts Education Funders Collaborative, Consultant
Purpose: Identify key components of a successful artist-in-residency program and, more specifically, key elements in the training of artist-teachers that lead to effective residencies.
Task/Activities:Developed survey questions; gave presentations and created invitations to recruit participants; conducted focus groups and one-on-one interviews; summarized meetings; and, wrote first draft of summary report.
http://www.sfartscommission.org/CAE/arts_education/index.htm


Tenderloin Health, Co-Facilitator and Graphic Recorder.
Staff retreat to strengthen team-building and manage change.
http://web.mac.com/tenderloinhealth/Tenderloin_Health/Welcome.html


Shannon Institute, Co-Facilitator
Weekend Retreat for Community Leaders "Renewal: The Leader's Challenge".
http://www.wilder.org/shannon.0.html


Northern California Citizenship Project, Graphic Recorder.
Presentation of Training Reports.


Department of Children, Youth, and their Families (DCYF), Graphic Recorder.
Staff Retreat.
http://www.dcyf.org


DCYF Safestart Project Advisory Committee, Graphic Recorder.
Strategic Planning Retreat.
http://www.nccev.org/programs/safe-start/sanfrancisco.html


Community Educational Services, Consultant.
Developed VISTA program and wrote proposals.
http://www.cessf.org/


Leap…imagination in learning, Consultant
Purpose: Increase foundation grants and program staff to support expansion of services.
Task/Activities: Supported E.D.’s development of staffing plan, supported recruitment and screening.
http://leap4kids.org/

Sonoma Repertory Theater, Co-Facilitator of Board-Staff Retreat
Purpose: Increase mutual understanding between Board and Staff and build a foundation for addressing three major goals.
Task/Activities: Interviewed select Board and Staff; assisted with agenda-planning, co-facilitated retreat; followed-up for implementation of goals and next steps.
http://the-rep.com/

San Francisco Arts Education Project, Facilitator of Board-Staff Retreat
Purpose: Increase mutual understanding between Board and Staff.
Task/Activities: Interviewed select Board and Staff; planned agenda, facilitated retreat.
http://www.sfartsed.org/

MarinSpace, Facilitation Consultant
Purpose: Nonprofit Workspace Panel “Helping Nonprofits Leverage Their Workspace in Touch Economic Times.”
Task/Activities: Gave feedback on agenda, suggested “speed consulting” component, and provided day-of administrative support.
http://www.marinspace.org/

Easy Does It, Management Consultant and Co-Facilitator
Purpose: Strengthen administrative operations and Board Oversight.
Task/Activities: Co-Facilitated Board Meetings; provided E.D. coaching; reviewed staffing structure and created proposal with Administrative Task Force; supported recruitment and interview process with Interim E.D. Search Committee.
http://www.easydoesitservices.org/

Mental Health Community Concerns, Inc., Graphic Recorder
Purpose: Get feedback from consumers and family members for Contra Costa County’s Mental Health Division’s Capital Facilities Proposal.
Task/Activities: Recorded community comments during 6 focus groups; transcribed notes; prepared summary of common themes.
http://mhccnet.org/

Writers in the Schools Alliance, Facilitator
Purpose: Establish goals and working relationships for the newly-formed national alliance of Writers in the Schools programs
Task/Activities: Assisted with agenda planning; and facilitated 2-day retreat.
http://witsalliance.wordpress.com/

East Bay Children’s Law Offices
Purpose: Board- StaffLeadership team-building, and building the foundation for long-term strategic planning
Task/Activities: Planned agenda and facilitated half-day retreat.
http://www.ebclo.org/


Training, Publications, and Research:

Saint Mary’s College of California Professional MBA Practicum Workshops:
Non-profits: the other contributor to the GDP
Active Listening for Work: Listening Up and Listening Down
Cause Marketing, with Bruce Burtch
http://www.stmarys-ca.edu/academics/schools/school-of-economics-and-business-administration/graduate-business/

“Leaders and Listening: An Empirical Exploration of Nonprofit Leaders,” with co-author Jyoti Bachani. International Conference of The Association on Employment Practices and Principles, (Double-Blind Peer Reviewed.)

“Goodwill of San Francisco, San Mateo and Marin Counties,” a case study published in Strategic Management Concepts, 13th Edition, by Fred David, Prentice Hall.
http://www.pearsonhighered.com/educator/product/Strategic-Management/9780136120988.page

“An Empirical Exploration of Integrative Leadership Amongst Community Leaders,” with co-author Jyoti Bachani. International Conference on Advances in Management, (Double-Blind Peer Reviewed.)

“Does Consulting to Nonprofits Really Differ from Consulting to Business?” with Steve Tulsky. Center for Volunteer and Nonprofit Leadership of Marin, Nonprofit Consultants Network.

"TNK-BP: Tread With Caution," with co-authors Gomez-Arias, Asaravala, Bluhm, Li, and Threlkeld. Western Casewriters Association 2009 Conference, (Double-Blind Peer Reviewed.)

Speed Consulting: As a member of C2Arts (Consultants and Coaches for the Arts), provided speed consulting at a Foundation Center workshop and the 2010 and 2011 Theatre Bay Area conference.

“How to Make Board Meetings More Effective.” Women’s Initiative for Self-Employment, Training for Regional Executive Director’s.
http://www.womensinitiative.org/

“Helping Clients Think Outside the Box,” Center for Volunteer and Nonprofit Leadership of Marin, Nonprofit Consultants Network.

"Why Individuals Donate,” Legal Assistance for Seniors, Board Training.
http://lashicap.org/

"Lessons For Social Enterprises: Why Business Practices Fail in Nonprofit Organizations” with co-author Jyoti Bachani. International Conference of The Association on Employment Practices and Principles, (Double-Blind Peer Reviewed.)

"TNK-BP: Tread With Caution," with co-authors Gomez-Arias, Asaravala, Bluhm, Li, and Threlkeld. Journal of the International Academy for Case Studies

“Active Listening: Understanding the Client’s Perspective for More Successful Contracts,” With Joni H. Minault. Center for Volunteer and Nonprofit Leadership of Marin, Nonprofit Consultants Network.


As Development Manager at Quinn Associates:

African American Arts and Culture Center.
Purpose: Develop a Strategic Plan.
Task/Activities: Developing survey questions; one-on-one stakeholder interviews; facilitated staff retreat; developed action items; and co-wrote final strategic plan.
http://www.aaacc.org/


Anthony Brown and the Asian American Orchestra.
Purpose: Develop a Strategic Plan.
Task/Activities: Supported facilitation of Board Retreat; developed action items; and co-wrote final strategic plan.
http://www.anthonybrown.org/aao.html


Lamplighters
Purpose: Facilitate a mini-planning retreat.
Task/Activities: Developed agenda for Board Retreat.
http://www.lamplighters.org


The Revels
Purpose: Board Planning Retreat.
Activity: Developed agenda; facilitated meeting; and provided meeting notes.
http://www.calrevels.org