Strategic Planning & Consulting Services
Our Focus
Strategic Planning • Board Governance • Philanthropic Investing
Sophia Shaw and Associates specializes in strategic planning. Through our consulting and coaching practice, we help clients fulfill their mission and maximize impact.
Industry Expertise
- Museums
- Public gardens and conservatories
- Land conservancies
- Liberal arts colleges
- Medical technology start-ups
- Clubs and condominiums
Pricing
Helping People and Organizations Maximize Impact
GETTING STARTED
30-minute free diagnostics sessions are available.
Fees are determined based on the scope of work.
Strategic Planning
- Partnering with board chair and CEO on comprehensive strategic planning process
- Interviewing stakeholders
- Facilitating board retreats
- Strategic plan writing and editing
- Post-plan implementation
- Advising on organizational structure
- Finding partners to develop a master site plan
- Managing RFP processes
- Philanthropic mission-statement creation
- Succession planning
- Prioritizing diversity, equity, accessibility, and inclusion organization-wide
Board Governance
- Board self-assessments
- Training in board governance: board-service basics to advanced topics
- Review of key governance documents
- Anticipating and implementing succession plans
- Special topics in commercial board governance such as managing activist investors
Testimonials
“With Sophia, we envisioned, planned, and completed several projects crucial to our Foundation’s mission. The Schuler Initiative to support liberal-arts colleges greatly benefitted from Sophia Shaw and Associates' engagement. Their expertise and sound counsel have been very helpful to our family and senior staff.”
“Sophia has been a valuable partner to create our new strategic plan. She is experienced, a clear thinker and writer, and successfully able to facilitate a large offsite board retreat and incorporate many voices and priorities into a final document.”
"Thank you again, Sophia, for getting us on the right path on our strategic planning and governance projects. I feel more supported than ever and am grateful."
“Art Collins has provided me and the CHOP board of trustees extremely practical and valuable counsel.”
