Marta's Partners

Marta enjoys strong partnerships with a seasoned, local group of independent consultants who are also passionate about nonprofit effectiveness. If you need specialized expertise, she is happy to refer one of these professionals who respond to your needs in a timely manner. She also can quickly assemble a virtual team that would not otherwise be available.

While each partner brings advanced skill sets and many years of experience, referrals are made on the basis of culture, personality and fit. To maximize client options and further ensure comfort, Marta often refers two names per content area. Her partners provide the following expertise to the human services community:

Fund Development/Philanthropy

Broad development knowledge and deep understanding of nonprofit revenue stream issues
Strategic alignment of services, positioning for the long view
Fund development plans with strategies and tactics to secure community support, including foundations (community, corporate, and family)
Local grant writers who know the foundation landscape very well and will help nonprofits create a pathway for financial support from foundations
Federal grant prospect research, grant writing, reporting and project management
Stewardship assessments, including communication strategies and materials
Sustainability audits
Interim, onsite placement of a development expert during transitions

Strategic Planning and Enterprise Development

Strategic planning, including vision, mission and values development
Development of key performance indicators
Analysis of input from staff, volunteers and stakeholders
Development of overarching goals with alignable outcomes with action-based implementation plan
Design and implementation of community input process
Identification of community-based opportunities
Market analysis and evaluation
Survey development
Social enterprise

Board Development and Training

Board succession planning, recruitment, and retention strategies
Board retreats, workshops, and consulting to clarify board roles and responsibilities
Identification of board's role in fund development
Selection of governance structures and operational models
Creation and revision of bylaws
Document development consistent with 501 (c) (3) regulations

Video Conferencing Training

Hands-on, individual training sessions
Group sessions for leadership team or departments
Strategic deployment of technology to drive your mission

Human Resources

Senior skills; SHRM-SCP and SPHR certified
Project, retainer, and interim services
HR Hotline annual subscription service
Launch of select or comprehensive HR functions
Compliance and best practice audits
Policy development and handbooks
Recruitment, selection, retention, employee development
Job descriptions
Workforce realignment and succession plans
Individual and team coaching
Outplacement services

Communications, Marketing, and Public Relations

On-target, results-driven marketing research, strategies and communications
Marketing plan development
Promotion of strategic plan, through implementation, of marketing goals and tactics
Brand audits, development and implementation
Customer experience audit and creation of ideal experience
Facilitation of internal marketing teams and coaching
Writing, editing of media relations, newsletters, websites, and overall communications management
Creation and monitoring of social media
Aligning branding between merged organizations
Implementation of communication tactics; creation of a virtual team specific to each nonprofit
Organizational messaging/positioning, communications development
Deployment of a wealth of creative resources, including photographers, graphic designers, videographers, website developers and more

Financial Management and Forecasting Expertise

Strategic financial support for confident decision making
Focus on key performance indicators
Partnerships to build, track and monitor nonprofit metrics
Internal nonprofit experience with sustainability audits, current funding climate and restructuring
Bookkeeping for nonprofits that cannot add another employee
Payroll management
Outsourced controller and a team of experts to ensure accurate financial data
Outsourced or interim CFO

Event Planning

Full service support for meetings and special events
Flexible approach to virtual, in person or hybrid occasions
Logistics design, registration management, travel planning
Speaker recruitment, agenda preparation
Minutes and report preparation

Integrated Health Services Management

Inquiries about health services management planning and implementation require particular sensitivity. Marta works with several seasoned administrators, client services experts and clinicians. Backgrounds include:

Extensive knowledge of internal and external healthcare issues
Broad consulting and project management experiences
Expertise in integrated health projects, perspective from hospital and public health points of view
CEO and other senior leadership experience; interim CEO service
Experience in planning and implementation of electronic health records
Experience in applied health data management
Strong partnership skills to create service provider affiliations and identification of community-based opportunities
Design and implementation of Community Health Needs Assessments
Nursing assessment, planning, implementation, and evaluation to create strong, engaged teams
Application of relationship-centered principles to foster understanding and problem solving
Development and delivery of training
Authors of published articles and a book chapter

Transitional Leadership

Succession planning, covering all components of senior leadership and staff searches
Facilitation of board discussions to craft job description
Management of all phases of the process; interviews, reference checks, offer letters, onboarding
DiSC assessments
Ongoing support to search committee, through onboarding
Broad operational and leadership experience to stabilize an agency during a period of acute change
General operational support for seamless mission delivery
Service as interim executive director/CEO/president until a permanent leader is hired; continuation of activities until new leader is fully transitioned
Interface with board, staff and key stakeholders during a period of transition so everyone understands the agency is moving forward and serving their base

Organizational Development and Coaching

Organizational change expertise to identify and engage participants in maintaining group ownership and joint responsibility
Best practices research and strategies
Effective tactics to address stakeholder concerns
Facilitative leadership to create community and build agreement
Meeting planning and design that encourages participation
Theory of change and logic model development
Leadership and personal coaching that focuses on results
Emotional IQ testing and coaching
Retreat planning and facilitation (staff or board)
Team building expertise
Career satisfaction strategies
Job search and transition services
Masters-level counseling skills, advanced certifications

Evaluation

Qualitative, quantitative, and behavioral research to help nonprofits build upon strengths
Applied research to capture outcomes and demonstrate impact
Focus on improved nonprofit services to clients and customers
Program evaluation planning and data analysis and reporting
Data management systems
Survey design and analysis
Focus group facilitation and in-depth interviews
Staff training and technical assistance
Deep understanding of group dynamics, teamwork, and work relationships

Administrative Services

Expertise in managing complicated funding streams and government regulations.
Analysis of revenue cycle process, procedures and systems
Payer contract and charge master analysis
Denial management and appeal automation
Contract compliance
Robotic process automation
Project management for special projects
Review of processes and procedures for development of efficiencies
Administrative consultations for back office and business end services
Compliance management and mock audits
High level administrative management support