Goals and Challenges
The executive director and co-founder of the institute wanted to craft a long-term strategy with a two-fold objective: to become self-sustaining and have a bigger impact.
The director was hopeful that the team would be able to tackle planning internally, but frustrated at the lack of alignment. And despite the best of intentions to make changes, the team kept slipping back into ingrained habits.
On top of that, COVID-19 had significantly disrupted their business, and one of the founders was moving away from day-to-day responsibility into a chairperson role. The director realized that the institute had an opportunity to accelerate growth, but there was no clear plan to support their trajectory.
It was the perfect moment for making a change, and they knew they needed outside help.