strategic planning

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Transitions Create Opportunities

By Lizzy Mottern, VP of Talent. Transitions are part of every organization’s life cycle. The good news is they are incredible opportunities to rethink, adjust, and become even stronger. We join clients in times of transition in multiple ways: providing interim contractors through m+r interim solutions, helping boards find their next great leader through our Executive Search services, and providing counsel during succession planning, assessments, and strategic planning work. Specific to staffing needs, moss+ross has provided temporary placements since our founding in 2009, and we formalized this service as our m+r interim solutions division in 2018. Our contractor database has a strong pool of 200+ highly-qualified, local nonprofit professionals who understand the Triangle and take great pride in adding value to the important work of nonprofits. These hand-picked contractors work side-by-side with clients, offering their professional experience [...]

Living Lived Experiences

By Carolyn Rhodes, Senior Associate. As a Black woman gaining momentum in the non-profit sector, I used to begin every new interaction with my lived/living experiences. It was something I felt like I had to do in order to be connected to mission-driven work. I have grown to understand that my lived/living experiences do not have to be my identity and only need to be shared as I choose to disclose them. My lived/living experiences can help organizations see or do things differently in the communities they serve, but it is my skills and experiences that will help make long-lasting change in the organization. I believe you need both. And I recently sat down with some amazing leaders who felt the same way. At the North Carolina Center for Nonprofits Conference earlier this month, my colleague Jeanne [...]

Invest Now, or Regret Later

By Mary Moss, Partner. The Dow Jones all-time high of 34,811 happened on May 7, 2021. Given the year we have had, I have been astonished at U.S. economic performance amid the disruption of the pandemic, the calls for justice, and political polarization. Yet, experts continue to promote economic optimism this year and in the coming years, some saying that the best is yet to come. Of course, all of that is subject to opinion and evolving data. The economy and philanthropy are partners for life, and when the former does well, so does the latter. In 2020, depending on which report you read, overall giving increased slightly, or increased in some sectors, or decreased. In 2021 so far, we are seeing donors give generously, respond faster with pledges and payments, and volunteer more freely. Every capital campaign moss+ross is supporting is finding success. [...]

Double Digits

By Susan Ross. Mary and I are thrilled that moss+ross is celebrating its 10th anniversary this month, and we just have to take a few minutes to reminisce about the journey. Over 10 years we have helped build shelters, schools, cathedrals, synagogues and museums; stabilized reserve funds and helped nonprofits merge; conducted assessments and written strategic plans; launched new initiatives and helped others reboot; managed dozens and dozens of searches and placed many interim staff members along the way.  We have worked on campaigns from $600,000 to $4.2 billion, and we still get excited when our clients get a big gift or cut a ribbon or hit their goals. moss+ross grew out of a shared vision to strengthen the capacity of our nonprofit community. We felt we could make a difference in this region with an expanded use [...]

2020-02-28T18:05:48-05:00January 9th, 2019|All Posts, From The Partners, Team Updates|

Formulas for Success with a Strategic Plan

Once a strategic plan is in place, it shouldn't sit on the shelf. Proactive organizations revisit their plans regularly and pay attention to the milestones for achieving their vision. This takes many forms; here are a few examples: Pictured above: moss+ross associates Lizzy Mottern, Brooke Jenkins, Chuck Fyfe, and Fred Stang 1. Syncing up: Consider an online survey to assess whether there is a common understanding about the mission, and if the Board's goals are aligned with the staff's. This technique is especially useful when you've had new board members or new staff members join your organization. 2. Self-evaluation: Even the best board can benefit from a self-evaluation about performance, leadership and alignment with strategic plans. Such an assessment is particularly important as a tool for correcting course. 3. Big picture: Organizations may neglect strategic planning because it [...]

2016-03-31T00:25:38-04:00March 31st, 2016|All Posts, Strategic Planning|

Examples From the Field

Our clients are an amazing group of creative and energetic professionals.  Here are a few things that have impressed us recently: 1. A school developing its first strategic plan reached beyond its traditional leadership and invited a parent who is a university human resources administrator and a principal from a nearby school to join the strategic planning steering committee.  Both individuals offered objectivity, fresh ideas, and organizational sustainability expertise to the planning process – helping to prioritize goals and identify actionable, measurable initiatives for the next three years. 2. The executive directors of several social services clients have been meeting regularly for over three years to discuss best practices and challenges in fulfilling their missions.  Along the way, these organizations have worked to eliminate duplication in services across agencies, implement more effective systems and programs for serving their clients, collaborate [...]

The Importance of Strategic Planning by Mary Moss and Susan Ross

April Fools’ Day is not the only time reality can be hard to see clearly. Just ask any nonprofit executive, and you will get an earful of examples. Smart nonprofits do all they can to prepare themselves, though, and this means taking precious time from service delivery to plan for the future. Does your organization have a strategic plan? How is it used? When was it last updated? Strategic plans provide a framework for decisions about a variety of key issues and help you focus on what matters most. Susan Ross and Mary Moss In our experience, developing a plan is a critical step to strong fundraising. Savvy donors want not only to know how you will use their funds, but how you will change the world by what you are doing. Change the world?  Yes, indeed. We all want [...]

2020-02-21T19:18:44-05:00March 30th, 2016|All Posts, Strategic Planning|

Grateful for our community partners

When we started moss+ross in 2009, we made a strategic decision to define the Triangle and surrounding region as our service area. As we thought about our ideal nonprofit clients and the difference we wanted to make, staying local made the most sense. On November 28, many of us will shop at our favorite local stores in support of Small Business Saturday. As one of these businesses, albeit without a storefront, moss+ross is grateful to you, our clients, for shopping locally for the best nonprofit strategic planning and development counsel. We couldn’t be happier with the result of our local focus. To date, we have partnered with 106 clients, many of whom have hired us multiple times. Our clients enrich the fabric of our community, and we are grateful for our partnership with you!

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