Marta Brockmeyer, Ph.D - Planning and Organizational Development - Facilitating Nonprofit Success


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Your practice is fit for calm, but is it fit for disturbance?

-- Zen Saying

 

Mergers, Planning, Governance, and Other Projects

Design, Process, Results

Marta's Projects Include...

MERGERS AND STRATEGIC ALLIANCES

  • Facilitated fifteen formal partnerships
  • Facilitated clinical and cultural integration of two merged organizations that became the area's largest provider of services for severely mentally ill clients
  • Facilitated planning process for merger of two large organizations serving those with disabilities
  • Facilitating merger exploration of two child-serving organizations
  • Led merger exploration for poverty-focused and literacy agencies
  • Led due diligence process for two housing corporations; recommended merger for a new entity that is regarded as being highly successful
  • Led two large senior-serving organizations through due diligence
  • Provided leadership for two health-related organizations through due diligence
  • Assisting three agencies as they create a formal collaborative
  • Facilitated due diligence for two membership organizations
  • Assisted in the dissolution of a partnership between two social service agencies
  • Created structure for final negotiations during a difficult due diligence process
  • Provided leadership for initial discussions that resulted in a transfer of services from one human services organization to another
  • Conducted confidential negotiations for other organizations

STRATEGIC PLANNING AND IMPLEMENTATION  

  • Facilitated over thirty nonprofit strategic plans
  • Conducted qualitative and quantitative research to provide rich context for planning for many organizations
  • Provided individualized planning services for many clients, ranging from one-day retreats to year-long implementation planning
  • Engaged board members in pre-retreat projects to ensure their engagement in the planning process
  • Facilitated planning process for several homelessness-related efforts
  • Developed business plan and operation procedures for welfare reform-related nonprofit organization
  • Conducted inclusive planning effort that allowed struggling organization to embrace two diverse program directions
  • Provided process for large nonprofit to reposition itself in the region

BOARD AND MANAGEMENT TEAM DEVELOPMENT

  • Conducted initial organizational session for new entity; designed process for ongoing planning efforts and revisions
  • Provided ongoing board review and support
  • Developed and revised board documents, including bylaws
  • Partnered with development professionals to prepare organizations for fundraising
  • Addressed “founder’s syndrome” barriers in several small nonprofits
  • Created succession planning strategies
  • Provided organizational development and capacity building expertise to many nonprofit organizations
  • Conducted organizational assessments; recommended related actions
  • Worked effectively at every level of the organization – executive team, board, staff, volunteers – establishing common vision and action steps through an inclusive leadership style and strong facilitation and team-building skills
  • Analyzed senior management effectiveness; recommended interventions
  • Served as advisor to Human Resources Departments
  • Defined and negotiated roles, board members through volunteers
  • Guided organizations through culture redefinition and conflict reduction

NEEDS ASSESSMENTS, SERVICE DELIVERY REVIEW

  • Conducted inclusive planning effort that allowed struggling organization to embrace two diverse program directions
  • Conducted stakeholder interviews to assess organizations’ reputation and strengths
  • Designed and facilitated many focus groups
  • Authored unusually clear needs assessment summaries
  • Assisted human services organization with reorganization and culture change
  • Prepared process for program effectiveness review
  • Facilitated discussions related to sustainability
  • Planned community input event for large social service organization

PROJECT MANAGEMENT

  • Managed diverse programs and projects, start to finish, focusing on strategies and change initiatives
  • Authored two published project management manuals for local governments
  • Provided leadership for a statewide professional development plan for 3,500 adult education practitioners; led three advisory boards, conducted extensive research and created a national model
  • Reorganized umbrella organization that serves as the central collaboration point for over 25 HIV/AIDS providers; wrote bylaws
  • Brought project management processes and tools to streamline many planning efforts

FACILITATION

  • Designed and delivered many powerful planning meetings
  • Provided leadership for Board and staff retreats
  • Guided participants through challenging negotiation sessions
  • Designed individualized teambuilding sessions
  • Guided providers to create norms and operating principles
  • Led understaffed agency to combine project management principles with improved communications skills
  • Provided a “people” focus event for a workgroup composed of highly technical project managers

TRAINING

  • Selected by foundation to develop a new course related to the economic downturn
  • Delivered popular project management courses for nonprofits; received consistently high evaluations
  • Created and delivered dynamic, interactive staff-focused workshops, consistently earning superior evaluations
  • Competitively selected as Project Management Trainer for International City/County Management Association; delivered training at several conferences

EXECUTIVE COACHING

  • Worked with Executive Directors and Senior Managers to conduct confidential self-assessments, establish professional goals and monitor performance progress
  • Served as trusted organizational advisor to many organizations
  • Aligned CEO goals and values with organizational strategic planning goals

RESEARCH & WRITING

  • Applied expert knowledge elicitation and synthesis skills
  • Created clear, thorough project reports
  • Delivered exceptional writing and editing services
  • Conducted qualitative research, including focus groups and individual interviews
  • Conducted three-year longitudinal study, published reports
  • Conducted a wide variety of surveys, analyzed data, produced related papers
  • Authored three project management manuals
  • Prepared business materials for an educational company


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Copyright 2013 Marta Brockmeyer, Ph.D.
Newport, KY 41071 Phone: 859-581-7089
URL: www.MartaBrockmeyer.com Contact Marta



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