"In almost 20 years of working with Judy, I was consistently impressed by her integrity, research expertise, analytical and writing skills, as well as program planning abilities. She combines a "big picture" conceptual understanding with thoughtful attention to relationships and details."

--Kathryn E. Johnson, Retired CEO, Health Forum

Research

  • Vision/Purpose
    Facilitation to clarify what you want to accomplish in the world.
  • Needs Assessment
    Determine whether and how your idea fills an unmet need.
  • Market & Field Research
    Discover what prospective users and stakeholders think; conduct due diligence
  • Identifying Promising Practices
    Identify effective ways to accomplishing the vision and goals
  • Funding Source Research
    Uncover who is most likely to be interested in funding your idea or partnering with you

Strategy

  • Granting Strategy
    Explore whether a strategic, responsive, and/or operational approach will best match your philanthropic intention
  • Organizational Strategy
    Uncover and review processes and structures to effectively engage your team and stakeholders
  • Funding Strategy
    Develop an effective direction for gaining your initiative financial support Determine what will make it of maximum interest to prospective funders.
  • Membership Strategy
    If you are an association, assess how to increase your value proposition through new initiatives and approaches to membership service.

Program Design, Professional Development, & Project Management

  • Program planning
    Chart how to move your idea from concept to action.
  • Professional development and training
    Provide resources, materials, and facilitation to develop your leaders in understanding of community benefit issues, grantmaking, corporate social responsibility, or program planning.
  • Program option development
    Assess program options to determine which will best enable you to fulfill your community benefit intention.
  • Program or event design and management
    Plan and manage a high impact, high engagement program, event, or series.
  • Pilot project launch
    Organize how you will initiate your project and advise on how to manage selected aspects of the process, including stakeholder engagement, infrastructure, development, and promotion.
  • Impact and results
    Set up baseline structure and criteria for monitoring and on-going assessment; evaluate progress and recommend future improvements

 

Judy Berger & Associates  |  415.272.1150  |  judy@judyberger.net