view of beach over sand dune

Structuring & Preparing for the Future

Smart, successful businesses are also supportive businesses, giving back to local nonprofit organizations, usually in the form of funding focused on building and expanding programs. Investing in the organization’s core infrastructure, organizational growth, and leadership development may not seem as impressive as your company name on a building but affords a much more significant impact. By looking at the organization’s needs differently, we can find more ways to sustain these vital community resources.

In this story, we explore how Success Trek worked with a local nonprofit to prepare for the future and support emerging leaders.

The Task

The Board and CEO of a local nonprofit were concerned about staff turnover – from front-line staff and mid-level management to C-suite leaders approaching retirement. Previously engaging Theresa on various projects, including leadership development and strategic planning, the CEO turned to her again.

The Action

A task force representing all stakeholders (Board, community, and client) assembled to work with Theresa. While the task force members knew there were obstacles, identifying them through collaborative sessions was their first action.

During this first set of meetings, the task force identified the need to realign roles and responsibilities (Organizational Structure) to match the organization’s future needs better. Next, the task force began the process of Succession Planning. The process included creating tools to support the retention of front-line staff and mid-level management. Theresa’s facilitation skills helped the task force stay on track and focused throughout the process.

The Result

The realignment of roles and responsibilities triggered opportunities to engage staff and create potential career advancement paths. The Succession Planning process opened opportunities for staff members to develop into leadership roles, reduced turnover, and served the client during a vital leaders’ unexpected absence.

Success Trek helped this client improve their business operations by strengthening their Organizational Structure and Succession Planning. Throughout a two-year process, Theresa provided both project and individual leadership support, stepping in where necessary while always being mindful of the organization’s cause. Her efforts produced numerous ripple-effect results. One of those was improved communication and greater transparency within the leadership team, generating improved staff engagement and job satisfaction.

How can we help?

If you or your team need help to identify obstacles and challenges in your workplace situation, contact Theresa, or visit our Contact Us page to schedule a 30-minute Complimentary Conversation. Reaching a goal is a journey, and Success Trek is here to take that journey alongside you.

Print Friendly, PDF & Email

Leave a Comment

Your email address will not be published. Required fields are marked *

Complimentary Conversation

We are here for you! We may seem busy as bees; however, we are never too busy to help you and your business further succeed. If you, your organization or someone else could benefit from an outside perspective to clarify what is working well, what needs work, and how to go about it, we are here to listen.

In a 30-minute complimentary conversation, we can determine if we can help and if we are a good fit to work together. Thirty minutes may not seem like a lot, but we are skilled at fostering conversations to advance solutions that make sense for you and your organization.

DBE Badge-01
SBA-WOSB Certified-01
WBE Seal Certified-01
Scroll to Top