All philanthropic institutions have particular needs and aspirations. Working through KLB & Co., Karie will adapt and refine her services based on the particular needs and priorities of her clients.
Effective Institutions
Leadership Development. Provide tailored executive coaching to assist individual leaders to address identified issues and maximize their potential. Provide capacity-building and training to executive directors and senior leadership teams as well as boards of directors and board committees.
Transition Facilitation and Change Management. Assist your organization through times of change through executive searches, acting as an interim director, or facilitating board and staff dialogue and planning to maximize benefits and minimize inherent difficulties of organizational transitions.
Strategic Planning. Work with your organization’s staff and/or board to develop annual and long-term plans to clarify and meet philanthropic goals and build a flexible and durable institutional structure.
Communication/Team Building. Clarify roles and responsibilities of key players; design communication tools and protocols for your board, staff, and constituents; provide training and tools to enhance productivity and engagement.
Systems. Design systems and structures to carry out your work effectively and efficiently; this includes workflow systems, program management and design, staff and team job descriptions and evaluation protocols, and board and committee design and development.
Strategic Programs
Mission and Goals. Work with your foundation to clarify the purpose of your grantmaking and clarify your mission and goals.
Grantmaking Approach. Help refine your foundation’s methods for framing and managing your grantmaking portfolio.
Scope of Grantmaking Portfolio. Work with your foundation to refine criteria for selecting appropriate grantees; research select field(s) of interest; and, help solidify a high impact niche for your philanthropy.
Aligned Nonprofit Organizations. Identify, research and recommend potential grantees in the foundation’s field(s) of interest.
Monitoring and Evaluation. Develop suitable tools to assess the impact of your grantmaking and maximize what is learned from your philanthropy.
