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
