Non-Profit & Trade Associations Success Story -
Challenge: A nearly 100-year old non-profit organization needed to reassess its mission and strategies in light of the significantly changing needs of its clients.
JCS Solution: We worked with management to conduct a comprehensive historical review of the founder’s original intent for endowing the organization and evaluated its effectiveness in continuing to fulfill the original intention. This provided a basis for reviewing the organizational culture and clarifying the overarching strategies for the organization. Work for this client included a re-development of its mission statement, rewriting the vision statement and development of a set of guiding principals for the organization. In addition, a market evaluation of customer needs and a review of the market potential for the organization’s services were completed.
Results: The great-grandson of the founder, who has been a board member for over 40 years, told the board that what was developed could have been written by the founder himself. He felt this plan provided “formal clarity that balanced the past with the present” and “set the stage for a viable future.” We were later involved in the development of a formal 3-year strategic plan to achieve the revised vision and mission and worked with staff to prepare an annual action plan to specify the tactics to be used to achieve the strategic objectives. The board unanimously accepted the plan and staff morale improved significantly because they were more clearly focused to make a difference to the customers they serve.
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