Our Projects

  • Prepared a comprehensive 10-year business plan for a 12,000 square foot community hub, including financial projections, budgets, income generation strategies, and asset inventory and maintenance/replacement schedules. Provided detailed, prioritized recommendations on operational efficiencies, risk mitigation, compliance, governance, and mission sustainability.
  • Identified key leadership, operational and cultural issues for a health-care organization. Developed recommendations and an implementation plan to resolve these issues. Provided executive and team coaching in support of the implementation process.
  • Developed and delivered live, interactive, web-based training sessions to 329 staff of over 126 Ontario-based organizations on financial management, compliance and sustainability, to improve the related competencies of board members, executive directors, managers, finance, and project staff.
  • Completed a full risk audit, identified and assessed major risks facing the organization and developed strategies to mitigate and manage these risks.
  • Performed a comprehensive review of financial practices, performance, reporting, and systems for an Ontario-based professional association, complete with detailed, prioritized recommendations for improvements. Project scope included an analysis of financial trending over five years, budgeting practices, financial systems and processes, guidelines and templates for financial reporting, financial policies and procedures, reserve fund structuring and investing, and board financial management training.
  • Contracted as Leadership Consultant to provide core coordination, communications and advocacy services to mobilize provincial membership in a shared vision and plan. Deliverables included building board capacity, establishing a governance structure, analyzing and recommending improvements to organizational framework and administrative support structure; developing and implementing a provincial advocacy and communications plan, and overseeing the revitalization of the website.
  • Conducted a full strategic planning process including collecting data from environmental scan, interviews and focus groups; prepared a SWOT analysis. Established vision, mission and values, and developed a five-year strategic plan.
  • Provided organizational development consulting to strengthen and build internal capacity while directing organization through next stage of its development.
  • Defined and documented roles and responsibilities for a new management team. Ongoing role with agency in assisting management team during organizational transition.
  • Provided training to board members on governance, financial management and CRA compliance.
  • Updated and improved the agency’s financial systems and processes, including conversion to fund-based accounting system and automated employee time records. Audited existing financial policies and procedures. Ongoing role with the agency consulting on financial management, funding strategies and developing funding proposals.
  • Conducted an assessment of organizational effectiveness for a provincial organization. Provided detailed recommendations on organizational structure, staff roles/responsibilities and work flow/processes. Developed staff job descriptions and an organization-wide skills inventory. Revised key HR and administrative policies and procedures.
  • Completed a revision of province-wide web-based datacall on recycling activities, by municipality. Implemented new datacall system and conducted on-line training for stakeholders. Provided a complete analysis of new datacall results.
  • Completed a comprehensive review of all financial policies, processes and controls. Made recommendations to reduce/mitigate risk and improve financial efficiency and effectiveness.
  • Provided interim executive and finance management services.
  • Provided training and coaching on collaboration and the development of community-based partnerships.
  • Presented training workshops for large scale sector conferences on the following subjects: Financial Management for Non-Profit Managers, Preparing a Funding Strategy and Building Relationships with Funders, Business Models and the Law For Non-Lawyers, Governance for Community-Based Organizations, Writing Effective Funding Proposals and Managing Contract Negotiations, Primer for Non-Profit Board Members – Your Checklist for Effective Oversight.
  • Selected as preferred trainer and capacity building consultant for municipal, provincial and federal funders.
I just wanted to send you a quick note to thank you for the financial management training for board members that you led last week at United Way. I appreciate you staying on message and working through the different challenges that you encountered during the session. Thank you for making numbers not seem scary!!! I appreciate all your help.
Hala BeishaBoard MemberNorth York Women's Shelter North York