Review and assess an advancement services program or department, or any function or element under its purview.

Summary and recommendations are customized to an institution’s needs and audiences, and can include detailed work plans to achieve an organization’s ultimate vision.

Sample projects have included:

  • Reviewing an existing prospect management scheme
  • Providing recommendations for defining and deploying vacant positions within a changing organization
  • Providing recommendations for elevating a functional research operation to an aspirational level
  • Developing workplans to re-establish outdated advancement services departments
  • Developing recommendations to streamline a byzantine acknowledgment process
  • Providing recommendations for the size and scope of advancement services functions being brought in house