Monarch Strategy Consulting Client Services

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Client Services CreatingFlightPathsforChange Monarch Strategy Consulting MainContact: CherylPruce FounderandPrincipal www.monarch-strategy-consulting.com cpruce@monarch-strategy-consulting.com BasedinWashington,DC
TableofContents DearReader OurWhy OurImpactFramework OurServiceAreas DataServices StrategyServices CommunityBuildingServices OurTeam TheFounder OurClientsFeelSeenandHeard GetinFlight www.monarch-strategy-consulting.com

DearReader

1)Youareanamazingchangemakerrunninga mission-driventeamororganizationmakingtheworld abetterplace.Youcaredeeplyaboutthisworkand youwanttheorganizationtodeepenitsimpact.

2)Youareexperiencingatleastoneofthecommon challengesthatgenuinechangemakersface,like: effectivelyusingyourdatatomeasureand communicateimpactwhenyourdataisstoredin multiplesystemsthatdon’ttalktoeachother; craftingaliving,breathingstrategicplaninsteadof acostlyoutdatedonesittingontheshelf;and rebuildingtrustwithstaffandBoardwithaunifying strategicdirectionafteraleadershiptransition.

3)Youareseekingoutsidesupportandyouknowthat traditionalstrategyconsultantsdon’thavethedepth ofskillsinhumanconnection,facilitation,trust building,andinclusionworktohonorthemultitudeof perspectivesandcomplexityofneedswithinyour organization.Youknowyouneedconsultantswhowill centerthehumanexperienceinthisprocess.

Ifthisisyou,keepreading. Weareheretohelpyou.

OurWhy

Weseektocreateamoresharedsocietythatallows allpeopletothrive.

Inserviceofthatvision,weareinthebusinessof helpingpeopleandorganizationstransform,andwe dothisattheintersectionofdata,strategy,and communitybuilding.

Thatisbecausewearedataanalystsandstrategists, connectors,bridgebuilders,questionaskers,deep listeners,anddialoguefacilitators.

Weuseouruniquecombinationofskillstohelp mission-drivenleaders,teams,andorganizations deepentheirchangemakingworkandsubsequently theirimpactonoursocietyandtheworld.

www.monarch-strategy-consulting.com

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OurImpact Framework

Data Insights

Action Strategy

DATA-Whetheronajourneytodeepenimpactor solvingathornychallenge,organizationsneedtohave therightdatatogroundtheprocess.Sometimesan organizationhasthatdataonhand,andothertimes wehelporganizationscollectnewdata.

INSIGHTS-Wethenhelporganizationsreflectonthe datatheyhaveorthatwehelpthemcollect,tofigure outwhatarethekeyinsightsfromthedata.Whatis thedatasaying?Whatarethegleanings?

STRATEGY-Next,wehelporganizationstranslatethose datagleaningsintoastrategicpathforward.Our strategyworkcomesintheformofone-timestrategy retreats,aseriesofstrategicvisioningsessions,ora fullerstrategicplanningforimpactprocess.

ACTION-Finally,wehelporganizationsputtheirvision intoaction.Forexample,ifanorganizationisinneedof repair,weprovideexperiencestosupportculture buildingandorganizationalhealing.Weseethese phasesasaconstantlyflowinganditerativecycle.

www.monarch-strategy-consulting.com

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Our Service Areas

Data Strategy Community Building

Data

Wehelpteamsandorganizations adeptlyusedatatodeepentheir impact.Wecananalyzeand synthesizepre-existingdata,and wecancollectandanalyzenew dataintheformoffocusgroups, interviews,surveys,etc.Theend resultarechangemakerswho areempowered,savvydata consumers.

Strategy

Weleadteamsandorganizations throughatailored,inclusive processtocreateaunified, strategicpathforwardthat optimizesdeepeningimpact.This includessupportinnavigatinga leadershipchangeormomentof organizationalinstability.

CommunityBuilding

Wedesignandfacilitate experiencesthatbuildbridges acrosslinesofdifferenceandfind thecommonhumanityineach other.Wedothisinmomentsof rupturewhenrepairandhealing isneeded,andwedothisas enrichmentleadershipand professionaldevelopmentfor people,teams,andgroups.

www.monarch-strategy-consulting.com

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Data Services

Data-Insights-StrategyJourney

ClientChallenge

Clientshave moundsofdata ontheworkthey do,butallthat dataislikea blackboxand isn’thelpingthem understandwhat isandisnot working.Staffare passionateabout themissionbut theorganization lacksthe infrastructureto enablestaffto makesenseof thedatato assessimpactor usedatafor continuous improvement efforts.

OurService

Clientscometo uswithanissue theywanttoknow moreabout.We thenanalyzepreexistingdataor collectand analyzenewdata (listening sessions,surveys). Wecreatedata snapshotsand synthesesthat highlightsdata gleaningsonthe subjectofinquiry. Wethenfacilitate datareflection sessionswith clientsto translatethose gleaningsintoa strategicpath forward.

ClientImpact

Clientshave greater understanding andownershipof theirdata. Equippedwith illuminatingdata insights,clients canmore effectivelysolve problemsand makemore impactful, strategic decisionsthat helpcarryoutthe organization’s mission.

ImpactStorytelling

ClientChallenge

Clientannual reportshave basicinformation aboutthe numberofpeople servedbytheir organizationbut thesereports don’ttellthefull storyofthe organization’s impact.Thisis makingitdifficult forstaffand Boardmembers togarnernew financial resourcesto supportthe organization’s work.

OurService

Wecreate currentstate impactstories whichweshare backwithclients tohelpthemsee theimpactstory theirdata currentlytells.We thenfacilitate futurestate visioning sessionswhere clientsimagine thestorythey wanttobeable totellabouttheir impact.We createagap analysisand roadmaptohelp clientsmove fromtheircurrent impact storytellingstate totheir envisionedfuture state.

ClientImpact

Clientsareable totellamore compelling impactstorythat goesbeyond basicnumbersor one-off anecdotesthat createsdeep emotional resonanceinthe mindsandhearts ofagrowing baseof supportersand funders.Clients understandwhy theircurrentdata maynotbe tellingthewhole story,andthey learnhowto improvetheway theygatherand usetheirdata.

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Strategy Services

StrategicPlanningforImpact

ClientChallenge

Clientshave recently experienceda leadership transition(new CEO,new leadershipteam, newBoardChair, orgrestructure, etc.)thathas created organizational instability, weakenedtrust levels,andleftthe organization rudderlessinthe interim,evenif therewasan interimlead.

OurServices

Wehelpclients createanimpact statement, theoryof change,andkey performance indicators.

Wecreatean immersiondata analysisonthe organization’s currentstate.We designand facilitatea retreatthat supportstrust building, strategicthinking, andmaking forward movement.We recommendnext stepsviaour post-retreat reflections.

ClientImpact

Clientsdrive moreeffectively towardstheir newlycreated highimpact targets.They alignprograms andoperationsto supportthis forward movement,and canbetter executeontheir missionbecause theyhavebeen abletoaddress cultureissues thatbubbledup. Clientsleavewith stronger feedbackloopsin placetoseeearly warningsignsto address proactivelyand troubleshoot issueswhenthey arise.

ClientChallenge

Clientsare interestedin movingthrougha strategic planningprocess butprevious processeshave leftoutimportant constituent voices,including internalgroups andexternal affiliates.

OurService

Wecreatea constituentmap ofinternaland externalgroups, designa thoughtful constituent engagement plan.Designed andexecutedin collaboration withtheclient,we thenfacilitate focusgroups, interviews,etc.in awaythat ensuresthat voicesfromstaff withless organizational authorityare heardand honored.Finally, wecreateakey takeaways synthesistohelp movetowards nextsteps.

ClientImpact

Clientshavethe alignment,buy-in andunityaround astrategicvision fromavarietyof constituents.This resultsinaliving, malleable, actionable strategicplan thatactivatesthe collectiveenergy andstrengthsof alargerand moreunified group.

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CommunityBuilding Services

FacilitatedCommunity-Building Experiences

ClientChallenges

Clientsmaybe seekingan approachto repairand healingaftera leadership transition,a momentof rupture,lowtrust, orinstability. Otherclientsare seeking enrichment leadershipand professional development opportunitiesfor stafftobebetter leadersand changemakers. Stillotherclients areseekingto galvanizea diversegroupof constituentsto drivetowards collectiveimpact.

OurService

Wedesignandfacilitate community building experiencesthat buildsbridges acrosslinesof differencein authentic, meaningful, sustainableways andequip participantswith thetoolsto continuethat workwiththeir ownteams, organizations, and communities.

ClientImpact

Clientteamsare betterableto buildtrustand makespacefor divergentvoices andlived experienceson theirteams.Trust building,repair, andhealing helpsincrease functionality, productivity,and impact. Connectionsand relationshipsare builtinwaysthat bolstersupport andfundingfor collectiveaction nowandinthe future. Clients canbuilda broader,more diverse,more inclusivebaseof support.

OrganizationalWellnessSupport

ClientChallenges

Inthemidstof major organizational change,clients experience deteriorating organizational andstaff wellness.In particular, executiveleaders movingtheir organizations throughmajor transitions experience burnoutand isolation.

OurService

Weconductan organizational wellnessaudit connectwith staffto understandboth organizational andindividual healingneeds, developa healingand wellnessplan. Wealso provide ongoingone-ononelistening, brainstorming sessionswith executive leadershipthat allowsexecutives tofunctionat theirbest,wade throughthe noise,anddrive theworkforward.

ClientImpact

Staffare healthier, happier,and moresatisfiedat work.The organizationis morefunctional andhealthyasa whole.Clientsare abletoweather thestormsof organizational changeand growthbecause theyhavea stronger leadershipcore.

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OurTeam

Ourteamismadeupofentrepreneurswhoallrun theirownbusinesses,butwhohaveandarereadyto collaboratetosupportyouandyourorganization.If youwantdatasupportthathasanevaluationfeel,you maywanttohireJasmineandCheryl.Ifyou’reseeking acommunitybuildingexperienceforadiverseteam, youmaywanttohireIxchelandCheryl.Andyoucan hireeachofusonourown.

CherylPruceisadatastrategistandintuitivefacilitator whouseshermagictopiercethroughorganizational noisetosupporttransformationalchange.

IxchelFriersonisanoperationsexpertandcommunity managerwhohelpsorganizationsrunsmoothlyandalso buildsconnectivetissuebetweenpeople.

JasmineJohnsonisaresearchandevaluationexpertand facilitatorwhousesanequity-focusedapproachto supportorganizationaleffectiveness.

Cheryl Ixchel Jasmine

TheFounder

CherylPruce

StanfordUniversitygraduate,FulbrightScholarwith technicaltrainingindatacollectionandanalysis, researchandevaluation,andappliedstatistics

15yearsineducationpolicyresearch,philanthropy, andstrategyconsulting

Executivecertificateinfacilitation

Builtandledlocalgrassrootsdialogueinitiative, supportingconversationsacrossdifference

Helpedbuildoutnewworkareas,portfolios,andteams foreveryorganizationofwhichshewasapart, managingcomplexprojectsandteams

Whileinphilanthropy,spentyearsbuilding relationshipswithchangemakingorganizationsand developingcompellingimpactcasesforfunding

Startedherbusinesstohelporganizationsbetteruse theirdatatodeepentheirimpact,withthelargervision ofcreatingamoresharedsociety

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“Barrier breaker!!”

“Sheeffortlessly guidedthegroup withherwisdom, empathy,andkeen intuition."

“Iwouldfollowheranywhere!”

OurClients FeelSeen andHeard

“Hercompassionate presencecreatesa supportive atmospherewhere individualsfeel comfortablesharing theirthoughtsand emotionswithout judgment.”

“Yourpresenceis sotranquil,warm, andsafe. Gratefulforyour dedicatedtime forus.”

Getin Flight

Wewanttohelpunlockyour magicsoyoucanfly.Because onceyou’reinflightyoucan changetheworld.

Here’showtogetstarted:

1)Filloutourwebsiteintakeform.

2)Wereachout.

3)Youtellusmore.

4)Weproposetoyou.

5)Yousayyes!

Monarch Strategy Consulting

CreatingFlightPathsforChange
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