Monarch Strategy Consulting Client Services

Client Services Monarch Strategy Consulting Creating Flight Paths for Change

Main Contact: Cheryl Pruce Founder and Principal www.monarch-strategy-consulting.com cpruce@monarch-strategy-consulting.com Based in Washington, DC

Table of Contents Dear Reader Our Why Our Impact Framework Our Service Areas Data Services Strategy Services Community Building Services Our Team The Founder Our Clients Feel Seen and Heard Get in Flight

www.monarch-strategy-consulting.com

Dear Reader 1) You are an amazing change maker running a mission-driven team or organization making the world a better place. You care deeply about this work and you want the organization to deepen its impact.

2) You are experiencing at least one of the common challenges that genuine change makers face, like: effectively using your data to measure and communicate impact when your data is stored in multiple systems that don’t talk to each other; crafting a living, breathing strategic plan instead of a costly outdated one sitting on the shelf; and rebuilding trust with staff and Board with a unifying strategic direction after a leadership transition.

3) You are seeking outside support and you know that traditional strategy consultants don’t have the depth of skills in human connection, facilitation, trust building, and inclusion work to honor the multitude of perspectives and complexity of needs within your organization. You know you need consultants who will center the human experience in this process.

If this is you, keep reading.

We are here to help you.

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Our Why We seek to create a more shared society that allows all people to thrive.

In service of that vision, we are in the business of helping people and organizations transform, and we do this at the intersection of data, strategy, and community building.

That is because we are data analysts and strategists, connectors, bridge builders, question askers, deep listeners, and dialogue facilitators.

We use our unique combination of skills to help mission-driven leaders, teams, and organizations deepen their change making work and subsequently their impact on our society and the world.

www.monarch-strategy-consulting.com

Our Impact Framework

Data

Insights

Action

Strategy

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DATA- Whether on a journey to deepen impact or solving a thorny challenge, organizations need to have the right data to ground the process. Sometimes an organization has that data on hand, and other times we help organizations collect new data.

INSIGHTS- We then help organizations reflect on the data they have or that we help them collect, to figure out what are the key insights from the data. What is the data saying? What are the gleanings?

STRATEGY- Next, we help organizations translate those data gleanings into a strategic path forward. Our strategy work comes in the form of one-time strategy retreats, a series of strategic visioning sessions, or a fuller strategic planning for impact process.

ACTION- Finally, we help organizations put their vision into action. For example, if an organization is in need of repair, we provide experiences to support culture building and organizational healing. We see these phases as a constantly flowing and iterative cycle.

www.monarch-strategy-consulting.com

Our Service Areas

Data

Strategy

Community Building

Data We help teams and organizations adeptly use data to deepen their impact. We can analyze and synthesize pre-existing data, and we can collect and analyze new data in the form of focus groups, interviews, surveys, etc. The end result are change makers who are empowered, savvy data consumers.

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Strategy We lead teams and organizations through a tailored, inclusive process to create a unified, strategic path forward that optimizes deepening impact. This includes support in navigating a leadership change or moment of organizational instability.

Community Building We design and facilitate experiences that build bridges across lines of difference and find the common humanity in each other. We do this in moments of rupture when repair and healing is needed, and we do this as enrichment leadership and professional development for people, teams, and groups. www.monarch-strategy-consulting.com

Data Services Data-Insights-Strategy Journey Client Challenge

Our Service

Client Impact

Clients have mounds of data on the work they do, but all that data is like a black box and isn’t helping them understand what is and is not working. Staff are passionate about the mission but the organization lacks the infrastructure to enable staff to make sense of the data to assess impact or use data for continuous improvement efforts.

Clients come to us with an issue they want to know more about. We then analyze preexisting data or collect and analyze new data (listening sessions, surveys).

We create data snapshots and syntheses that highlights data gleanings on the subject of inquiry.

We then facilitate data reflection sessions with clients to translate those gleanings into a strategic path forward.

Clients have greater understanding and ownership of their data.

Equipped with illuminating data insights, clients can more effectively solve problems and make more impactful, strategic decisions that help carry out the organization’s mission.

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Impact Storytelling Client Challenge

Our Service

Client Impact

Client annual reports have basic information about the number of people served by their organization but these reports don’t tell the full story of the organization’s impact. This is making it difficult for staff and Board members to garner new financial resources to support the organization’s work.

We create current state impact stories which we share back with clients to help them see the impact story their data currently tells. We then facilitate future state visioning sessions where clients imagine the story they want to be able to tell about their impact. We create a gap analysis and roadmap to help clients move from their current impact storytelling state to their envisioned future state.

Clients are able to tell a more compelling impact story that goes beyond basic numbers or one-off anecdotes that creates deep emotional resonance in the minds and hearts of a growing base of supporters and funders. Clients understand why their current data may not be telling the whole story, and they learn how to improve the way they gather and use their data.

Strategy Services Strategic Planning for Impact Client Challenge

Our Services

Client Impact

Clients have recently experienced a leadership transition (new CEO, new leadership team, new Board Chair, org restructure, etc.) that has created organizational instability, weakened trust levels, and left the organization rudderless in the interim, even if there was an interim lead.

We help clients create an impact statement, theory of change, and key performance indicators.

Clients drive more effectively towards their newly created high impact targets. They align programs and operations to support this forward movement, and can better execute on their mission because they have been able to address culture issues that bubbled up.

Clients leave with stronger feedback loops in place to see early warning signs to address proactively and troubleshoot issues when they arise.

We create an immersion data analysis on the organization’s current state. We design and facilitate a retreat that supports trust building, strategic thinking, and making forward movement. We recommend next steps via our post-retreat reflections.

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Inclusive Constituent Engagement Client Challenge

Our Service

Client Impact

Clients are interested in moving through a strategic planning process but previous processes have left out important constituent voices, including internal groups and external affiliates.

We create a constituent map of internal and external groups, design a thoughtful constituent engagement plan. Designed and executed in collaboration with the client, we then facilitate focus groups, interviews, etc. in a way that ensures that voices from staff with less organizational authority are heard and honored. Finally, we create a key takeaways synthesis to help move towards next steps.

Clients have the alignment, buy-in and unity around a strategic vision from a variety of constituents. This results in a living, malleable, actionable strategic plan that activates the collective energy and strengths of a larger and more unified group.

Community Building Services Facilitated Community-Building Experiences Client Challenges

Our Service

Client Impact

Clients may be seeking an approach to repair and healing after a leadership transition, a moment of rupture, low trust, or instability.

Other clients are seeking enrichment leadership and professional development opportunities for staff to be better leaders and change makers.

Still other clients are seeking to galvanize a diverse group of constituents to drive towards collective impact.

We design and facilitate community building experiences that builds bridges across lines of difference in authentic, meaningful, sustainable ways and equip participants with the tools to continue that work with their own teams, organizations, and communities.

Client teams are better able to build trust and make space for divergent voices and lived experiences on their teams. Trust building, repair, and healing helps increase functionality, productivity, and impact.

Connections and relationships are built in ways that bolster support and funding for collective action now and in the future. Clients can build a broader, more diverse, more inclusive base of support.

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Organizational Wellness Support Client Challenges

Our Service

Client Impact

In the midst of major organizational change, clients experience deteriorating organizational and staff wellness. In particular, executive leaders moving their organizations through major transitions experience burnout and isolation.

We conduct an organizational wellnessaudit connect with staff to understand both organizational and individual healing needs, develop a healing and wellness plan.

We also provide ongoing one-onone listening, brainstorming sessions with executive leadership that allows executives to function at their best, wade through the noise, and drive the work forward.

Staff are healthier, happier, and more satisfied at work. The organization is more functional and healthy as a whole. Clients are able to weather the storms of organizational change and growth because they have a stronger leadership core.

Our Team Our team is made up of entrepreneurs who all run their own businesses, but who have and are ready to collaborate to support you and your organization. If you want data support that has an evaluation feel, you may want to hire Jasmine and Cheryl. If you’re seeking a community building experience for a diverse team, you may want to hire Ixchel and Cheryl. And you can hire each of us on our own.

Cheryl Pruce is a data strategist and intuitive facilitator who uses her magic to pierce through organizational noise to support transformational change.

Ixchel Frierson is an operations expert and community manager who helps organizations run smoothly and also builds connective tissue between people.

Jasmine Johnson is a research and evaluation expert and facilitator who uses an equity-focused approach to support organizational effectiveness.

Cheryl

Ixchel

Jasmine

The Founder Cheryl Pruce

Stanford University graduate, Fulbright Scholar with technical training in data collection and analysis, research and evaluation, and applied statistics 15 years in education policy research, philanthropy, and strategy consulting Executive certificate in facilitation Built and led local grassroots dialogue initiative, supporting conversations across difference Helped build out new work areas, portfolios, and teams for every organization of which she was a part, managing complex projects and teams While in philanthropy, spent years building relationships with change making organizations and developing compelling impact cases for funding Started her business to help organizations better use their data to deepen their impact, with the larger vision of creating a more shared society Back to Table of Contents

“She effortlessly guided the group with her wisdom, empathy, and keen intuition."

“Barrier breaker!!”

“I would follow her anywhere!”

Our Clients Feel Seen and Heard “Her compassionate presence creates a supportive atmosphere where individuals feel comfortable sharing their thoughts and emotions without judgment.”

“Your presence is so tranquil, warm, and safe.

Grateful for your dedicated time for us.”

Get in Flight We want to help unlock your magic so you can fly. Because once you’re in flight you can change the world.

Here’s how to get started: 1) Fill out our website intake form.

2) We reach out.

3) You tell us more.

4) We propose to you.

5) You say yes!

Monarch Strategy Consulting Creating Flight Paths for Change

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