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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

Strategic Planning and Enterprise Development

  • Strategic planning, including vision, mission and values development
  • Development of key performance indicators
  • Development of outcomes and action-based implementation plan
  • Design and implementation of community input process
  • Identification of community-based opportunities
  • Market analysis and evaluation
  • Survey development
  • Social enterprise
  • Impact measurement
  • Cause storytelling

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

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
  • Promotion of strategic plan through implementation of marketing goals and tactics
  • Brand audits and development
  • Customer experience audit
  • Promotion of strategic plan through implementation of marketing goals and tactics
  • Writing, editing of media relations, newsletters, websites, and overall communications management
  • Implementation of communication tactics; creation of a virtual team specific to each nonprofit
  • Organizational messaging/positioning, communications development
  • Training and coaching in-house marketing team
  • 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
  • Outsourced controller and a team of experts to ensure accurate financial data
  • Outsourced or interim CFO

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