2 Mar, 2022

Ask Nicole: The Best Way to Follow Up with Former Clients

By |2022-03-02T08:17:08-05:00March 2nd, 2022|Categories: Consulting|Tags: , , |0 Comments

Have a question you’d like to be featured? Let me know.

In late Summer 2021, I started a strategic planning project with a new client organization. During the initial meeting, the Executive Director and I caught up a bit. This Executive Director had previously been a Co-Executive Director for a client organization I worked with at the start of my consulting practice.

At some point during our conversation, the Executive Director shared with me what happened after I completed my project with their former organization, and how things have shifted over the years.

Mind you, the Co-Executive Directors both wrote a client testimonial for me, but it was a treat to hear how this organization was able to move forward. I still keep in touch with this organization via their newsletter and social media.

At some point, your relationships with your client organizations will come to an end.

And over the years, I’ve slowly reached out to former client organizations just to ask them how things has gone for them since the project ended.

No expectations for future work, and no expectations for referrals. I also share their events and resources in my newsletter and on social media.

This is the best way to follow up with former clients.

I don’t make it a habit of choosing projects that don’t align with my values. Because of this, I have an invested interest in what happens next for my clients. Any ahas, successes, or hiccups, and what they’ve learned along the way.

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16 Feb, 2022

What’s in it for Me?: Evaluating Stakeholder Engagement

By |2022-02-15T09:54:43-05:00February 16th, 2022|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments


Last fall, I joined an ad-hoc group to strategize around Black maternal health and abortion access. During our initial meeting, one member asked, “How will this be different from what’s currently being done?”

In the marketing and advertising world, there’s the question “What’s in it for me?” (WIIFM for short).

What’s in it for me?” is a tactic to describe (from your perspective) the benefits customers should expect to experience as a result of having the product or service. Getting customers to buy a product or service is one thing. But what keep customers coming back?

What’s in it for me?” ins’t just a marketing tactic. It’s a barometer for stakeholder engagement. For our involvement, we expect to gain something in return.

“How will this be different from what’s currently being done?” is a variation on “What’s in is for me?” because while we still want to be a part of something that matters, we’re still need to determine if this one thing (in this case, participation in an ad hoc meeting that leads for a result) would be worth our time.

Whether driven by intrinsic drivers (experiencing a sense of accomplishment or a higher sense of self worth) or extrinsic ones (recognition for a job well done or payment is exchange for labor), as each person is different, each person is motivated by different things.

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2 Feb, 2022

Ask Nicole: Be Honest About Your Organizational Culture

By |2022-02-02T21:04:07-05:00February 2nd, 2022|Categories: Consulting|Tags: , , |0 Comments

Have a question you’d like to be featured? Let me know.

If there’s anything I’ve hated about a consulting project, it most likely stems from the organization I worked with, and less about the actual project.

In some ways, the process of securing a new consultant or consulting team mirrors the process of recruiting and onboarding a new employee. You’re assessing whether this candidate can perform the job description and fit into your organization’s culture.

Beyond task descriptions and deliverables, how often do organizations choose a consultant and consulting team that understands and fits into their organization’s culture?

On the flip side, some organizations are aware of their culture and its toxicity. From micro aggressions, lack of diversity (in all the ways diversity looks), low wages, and micromanagement, if a job candidate knew this about your organization, of course they wouldn’t want to work with you.

Try as you might to shield candidates from these toxic aspects, your new hires will eventually notice them.

If that’s the case for an employee, wouldn’t this be the same for your consultants?

While your project may be amazing, if consultants are experiencing any of the red flags below, the chances of them returning for a new project is not likely:

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19 Jan, 2022

Try This: Check In on Your Strategic Plan

By |2022-01-19T16:40:42-05:00January 19th, 2022|Categories: Strategic Planning & Sustainability|Tags: , |0 Comments

Try this out and let me know how it goes for you.

On the road to becoming more data driven, and making sense of stakeholder data, organizations use the data to inform their strategic planning process.

A strategic plan, in short, is a written document that outlines an organization’s mission, vision, the context the plan is being developed in, strategic goals and steps for achieving them over a designated period. .

Like logic models, theories of change and similar documents, the process for developing a strategic plan can be tedious. As such, there’s more focus on getting the document “just right” as less on how to use the document to guide your work.

When you don’t have a plan for checking in on your strategic plan, you run the risk of it sitting on the shelf, collecting dust next to all the evaluation reports that don’t get read.

In all seriousness, a strategic plan is a living document. Each strategic goal has a desired outcome. As we know, life happens, and where we thought we would be may not be where we end up, based on a variety of circumstances. While your strategic plans are set in place, the path for achieving your goals and have shifted since the plan’s implementation. With this understanding, let’s explore how to use your strategic plan as an accountability tool.

This activity is ideal for:

  • Anyone responsible for leading a strategic planning process
  • Anyone interested in participating in the strategic planning process

Here’s what you need:

  • Your organization’s strategic plan
  • Whatever setup you use to capture your process (laptop, pen and paper, whiteboard, etc.) but make sure it’s kept in a place that you can refer back to

The steps:

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12 Jan, 2022

Your Staff Knows Your Programs Better Than You

By |2023-03-06T13:59:16-05:00January 12th, 2022|Categories: Workshop, Program, & Curriculum Design|Tags: , |0 Comments


You know your community better than your funder, and your programs are only successful when staff feel supported and have the capacity to do their jobs.

Your staff knows your programs so much in fact, that when you report to your board of directors or engage new funders, you rely heavily on them to provide details of the nuances of a program that warrants more funding and other forms of support.

As we know, sometimes programs are created in response to a variety of influential factors, including why programs are evaluated. Stakeholder needs (particularly ones with the most power) are a major factor.

One of my first consulting projects was the evaluation of a popular leadership program in New York City. I conducted several site visits to observe the participants and facilitators, administered the program survey and conducted focus groups.

Involving the staff in the evaluation (outside of getting logistic assistance from them) wasn’t on a radar until I started paying attention to their conversations with each other. In particular, conversations around the actual program.

The program’s main location was located in Manhattan, while this program site was in a different borough. I decided to speak more to the staff about their perspectives on this program, its location, and the intricate details that went into running it.

The program’s new site was chosen due to local landscape analysis (wanting to choose an area that didn’t have a program of this kind). This location ran concurrently with the Manhattan location and was chosen to test if the program could be replicated in another borough, provide more community-focused curriculum, and deliver the same level impact for participants living in this borough in comparison to the Manhattan site (which had participants from all five boroughs).

While participants enjoyed having the program in their community (it allowed them to travel less, plus they were able to connect more with local borough residents), what I got from the conversations with staff was that they were frustrated. It had been difficult engaging the local community, from knowing where local resources were from the tiring travel back and forth between all of the sites for this program (including the sites located outside of New York City).

When I brought this up with the executive director, I was informed that a key factor that determined the new site’s location was at the request of a funder, who saw the area as “up and coming” and wanted the organization to capitalize on it.

I knew how problematic this was, and using a landscape analysis as justification was just as problematic. Despite being an external evaluator, I felt that I didn’t have the power to advocate for the staff.

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