Setting a clear course for a medical nonprofit

Changes in funding and other market pressures were creating uncertainty for a nonprofit serving the medical community. Board members also had different views about how selective the organization should be and where it should focus its limited resources. The organization needed space to explore new possibilities, make clear choices, and align around a path forward.

What We Did
- Interviewed board members, staff, and key stakeholders, to understand priorities and concerns
- Designed and led three board sessions focused on new ideas, strategic choices, and shared direction
- Worked closely with staff to turn board decisions into a detailed strategic plan
- Built financial projections, ownership, timelines, and clear measures of progress into the plan

The organization left with stronger board alignment and a realistic roadmap for making difficult decisions while protecting its mission and financial future.

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