Our Clients

Aichi Shukutoku University (Nagoya, Japan) – designed and managed four-week internship program for 15 students to work in nonprofit organizations and public sector agencies in the Washington DC metropolitan area, live with American families, and participate in three retreats for orientation, reflection, and skill development.

AIRS – The Alliance of Information and Referral Systems * – with support of a grant from the Bill and Melinda Gates Foundation, designed and facilitated strategic planning processes and developed formal business plans for the development of 2-1-1 in the States of Oregon and Washington and in the Seattle and Portland metro areas; developed planning tools for use by AIRS and its affiliates nationwide in support of 2-1-1 development; support for development of 2-1-1 Advanced Institute and 2-1-1 Assembly at 2003 and 2004 AIRS national conferences; ongoing strategic counsel and organizational development support, including design and facilitation for board retreat.

British Red Cross – working in collaboration with internal staff team, designed and facilitated workshop for national board of directors to assess extent to which they are a “volunteer-friendly” organization and to formulate strategies to strengthen and expand volunteer engagement.

Businesses Strengthening America – supported the development, testing, and roll-out of a national survey on the nature and scope of corporate volunteering in the United States, analyzed the resulting data, and provided both data compilation and analysis for development of BSA’s first annual report to the nation.

Chaoyang University of Technology (Taichung, Taiwan) – designed and led a three-day seminar on volunteering for social workers, social work educators, and students; designed and led one-day workshop on “The Power of Working Together: Building Strategic Alliances.”

FLAIRS – The Florida Association of Information and Referral Systems – designed and facilitated the planning process and developing the formal business plan for the development of 2-1-1 in the State of Florida; designed and facilitated stakeholder input workshops at annual conference; designed and facilitated retreat of board of directors to redesign governance structure.

Greater Washington DC 2-1-1 Work Group * – provided training and consultation support for metro area planning for multi-jurisdictional 2-1-1, including design and facilitation of regional “summit”.

International Federation of Red Cross Red Crescent Societies – designed and led half-day working session for their international board of directors, the first “outsider” to do so, on strategic planning for effective volunteering; provided staff training on trends and issues in volunteering; co-authored major background paper for initial work group on volunteering as kick-off to strategic thinking process.

National 211 Initiative (United Way of America and the Alliance of Information and Referral Systems) * – designed and led process that led to development of strategic business plan for this major new national program; provided strategic counsel and program development support for initial stages of implementation; provided support for the national partnership of United Way of America and AIRS.

National Youth Commission of the Government of Taiwan – provided ongoing training and consultation support for organizational change, with primary focus on strategic thinking and planning and development of effective partnerships with NGOs; research support and strategic counsel for specific programs.

Prince of Wales International Business Leaders Forum – strategic counsel for the development of the ENGAGE Project, a global campaign to promote corporate volunteering; designed and led process resulting in strategic plan.

Programa Voluntarios (The National Volunteer Program of Brazil, Rio de Janeiro) – designed and led highly participatory stakeholder-based process for development of new strategic plan and institutional profile to support transition from being quasi-governmental to becoming an NGO.

Texas Health and Human Services Commission * – supported development of strategic business plan for roll-out of Texas 211.

Texas Workforce Commission * – designed and led process that led to completion of strategic business plan to guide partnership between Texas Workforce Commission and Texas Information and Referral Network of the Health and Human Services Commission.

United Way of America Organizational Transformation Project * – designed and led highly participatory, stakeholder-based process for development of strategic business plan for national support services to local members for major system-wide transformation; developed research-based explanation of “essential attributes of a community impact United Way” as a public resource tool for their transformation work; developed technical guide to the “essential attributes” to support training of internal consultants to deliver transformation consulting to local members.

United Way of America Health Initiative* – designed and led process that resulted in development of strategic business plan to take highly successful demonstration project to scale.

United Way International – strategic counsel in support of expanded activities to promote and support corporate volunteering and corporate community involvement.

United Way of Illinois – designed and facilitated two-day statewide 2-1-1 “summit” which resulted in creation of a consensus vision on development of 2-1-1 as a statewide system.

United Way of Lane County, Oregon – designed and facilitated two stakeholder planning meetings for the county and for a multi-county region to assess interest in and lay the groundwork for development of 2-1-1.

Voluntarios das Gerais (Belo Horizonte, Brazil) – designed and led strategic planning process for major statewide initiative by Federation of Industry to promote and support corporate volunteering; ongoing strategic counsel, training, and consultation services in support of implementation.

Volunteer Japan (ALC Publishing and the Institute for Global Learning) – designed and led process resulting in strategic plan for development of comprehensive web site on volunteering and NGO management; leadership in design of web site and development of content.

World Youth Volunteer Symposium (Tokyo, Japan) – designed, recruited speakers for, and led seminar on service-learning for international conference held under the support of the Cabinet Office of the Government of Japan.

* in partnership with Venture Architects, New York City

Representative Speaking and Training Engagements

Abbeyfield Society (St. Alban’s, England) –presented annual Abbeyfield Lecture, “Volunteering: Human Resources for the New Century” (June 2001)

EXPO 2005 (Nagoya, Japan) – seminar on corporate volunteering for corporate executives and staff of the secretariat of EXPO 2005 (October 2003)

Ideas at the Power House (Brisbane, Australia) –“We Must Be the Change We Wish to See in the World” (August 2001)

International Conference on Volunteer Administration –“Volunteering Tomorrow: Changes and Challenges” (October 2001); “Building Effective Partnerships with Business” (October 2002 and October 2003); “Responding to Corporate Interest in Volunteering as a Tool for Learning (October 2003).

International Hospital Volunteer Forum (Sapporo, Japan) –“Hospital Volunteers of the World in the 21st Century” (September 2002)

PDVSA Latin American Conference on Corporate Citizenship –“Corporate Volunteering: Benefiting Communities, Workers, and Business” (June 2001)

Positive Outcomes (Sydney, Australia) –“Employee Volunteering: Trading Up and Measuring Results” and “Employee Volunteering: How Community Organizations Can Benefit the Most” (August 2001)

Seminario de Responsabilidade Social (Natal, Brazil) –“Volunteering and Social Development” and “Corporate Volunteering” (December 2002)

SESC (Rio de Janeiro, Brazil) –“Corporate Volunteering in the 21st Century: Benefiting Communities, Workers, and Businesses” (August 2002)

Toyota Group Companies (Toyota City, Japan) –“The Challenge of Involving More Workers as Volunteers” (April 2001)

UN DPI/NGO Conference –“NGOs Working Together: Coping with Diversity” (September 2001)

Volunteer Centre of Western Australia (Perth, Australia) –“Together We Can Change the World: Volunteering in the 21st Century” (August 2001)

WENDOV – The Western European National Directors of Volunteers of Red Cross Societies (Grishom, Sweden) – “Building Volunteer Friendly Organizations” (May, 2003)

World Summit on the Information Society – designed and led interactive planning session at run-up workshop on “Volunteering and the Information Society” (December 2003)

World Volunteer Conference of IAVE – The International Association for Volunteer Effort (Seoul, Korea)–“Building Volunteer Partnerships between Business and NGOs” (November 2002)