CAPPELLI’S AREAS OF EXPERTISE

ORGANIZATIONAL DEVELOPMENT

Holistic, long-term process for improving organizational effectiveness by enhancing structures, processes and people

  • Process

    How do you BOTH manage AND leverage your passion?

    How are you investing in your organization’s resources?

    Do you have the tools and resources to launch new programs successfully?

    Are you capturing your donors and attracting talent, and retaining both?

    Do your Board and staff have sufficient resources to serve as ambassadors for your organization?

  • Outcomes

    Effective communication– both internal and external

    Collaboration

    Dedication

    Productivity

    Real impact

LEADERSHIP SUPPORT

Coaching and advising EDs, ED candidates, Board Chairs, the Board-ED relationship

  • Process

    Review fiduciary duties of leadership

    Define roles and responsibilities

    Set and agree on expectations

    Board assessment (needs and skills)

  • Outcomes

    Leadership espouses your organization’s core values

    Solidarity, trust and understanding between the Board and Executive Director

    Engaged Board of Directors

    Board recruitment and onboarding processes

    Effective succession planning processes

STRATEGIC PLANNING

Equitable development, transparent reporting, regular revisiting

  • Process

    Alignment of mission, vision and core values

    Define desired impact, timeline and deliverables

    Program analysis

    Develop a short-term plan with goals, action items and measurable outcomes

    Establish tools and reporting structures to track progress and ensure accountability

  • Outcomes

    A clear, up-to-date mission statement, vision and set of core values

    Communication and consensus on organizational direction and objectives

    Programs that function properly, address current needs

    An achievable, trackable and measurable short-term strategic plan

    Assessments, reports and metrics to track program effectiveness

GOVERNANCE

Bylaws, operating rules, policies, procedures, risk and compliance

  • Process

    Periodic review and evaluation of governing documents

    Establishment and evaluation of relevant policies and procedures

    Regular review of fiduciary obligations

  • Outcomes

    Ensure all governing documents serve the needs of your organization

    Ensure governance structure adequately and appropriately empowers leadership to fulfill their roles and responsibilities

    Review compliance calendar and regular deadlines

    Address any potential risk exposure

OPERATIONS

Execution of regular activities, corporate records management, HR processes, marketing, communications

  • Process

    Internal systems review

    Find and document all corporate records 

    Review job descriptions, annual review process, org chart

    Analysis of branding and messaging, including annual reports

  • Outcomes

    Clear processes in place for all organizational programs

    Knowledge management system established and maintained

    All roles and responsibilities are clearly defined and regularly reviewed

    Your mission, vision and values are clearly displayed and communicated to all key stakeholders