Head and Heart Advisory
Location
San Francisco, CA
Type
Board Development & Governance
Coaching & Leadership Development
Languages
English, Spanish
Diverse Business Classification
Employees
2
Experience (years)
30
Experience (years) with Nonprofits
30+
About
Head+Heart offers the following services:
EVALUATION AND STRATEGIC LEARNING
• Theory of Change development at the program and organizational levels as the foundation and blueprint for systematic learning to achieve more equitable outcomes. We guide teams through inclusive processes to interrogate, strengthen, and articulate with clarity and specificity what you do, with whom, why, and to what end.
• Coaching on organizational culture and practice of learning to achieve more equitable outcomes. We assess the strength of organizations’ learning cultures and the degree to which they are grounded in and activating principles of equity and provide coaching and consulting on how to improve in service of better outcomes for the communities you serve.
• Development of strategic learning frameworks, also commonly called ME&L (Monitoring, Evaluation, and Learning) frameworks. Grounded in Theory of Change, we support the development of a strategic learning agenda with powerful questions, actionable data elements, and inclusive processes for reflection and decision-making on how to continuously improve over time.
STRATEGY
• Coaching and consulting on development of strategic imperatives – the current, pressing issues and questions that an organization is facing given where it is in its organizational lifecycle and the context and landscape within which it operates – to design a strategic planning process that is grounded and focused (rather than broad and far-flung).
• Strategic plan development. Grounded in strategic imperatives, we design and facilitate inclusive processes to articulate a long-term vision, 10-year Big Goal, and timebound (3-5 year) strategic goals and objectives.
• Strategic plan review, reflection, and refresh processes. On annual, two-year, or three-year cycles, we support reflection on progress towards strategic goals and objectives to promote accountability, honor and celebrate accomplishments, and refresh the plan in alignment with the 10-year Big Goal and long-term vision.
BUILDING SKILLS AND ORGANIZATIONAL STRENGTH
• Coaching and consulting on integrating Strategic Plans and Theories of Change to align internal evaluation and learning frameworks and practices with strategy to facilitate ongoing reflection to drive ongoing improvements that achieve more equitable outcomes.
• Coaching to Boards of Directors on their role in driving organizational learning culture and practice, including setting the strategic direction for the role of data (broadly defined, including stories and insights from diverse perspectives) in achieving progress towards mission, long-term vision, and timebound strategic goals and objectives.
• Cohort-based capacity-building for portfolios of organizations around internal evaluation and learning culture and practice to achieve stronger and more equitable outcomes over time.
Racial Equity Approach / Expertise
It’s high time we all rowed in the same direction of dismantling the systems and structures that perpetuate the impediments to optimal outcomes for people of color and others impacted by nefarious systems of oppression. Let’s reconnect all of our ways of knowing and being so that we can reground in shared humanity as we warrior on our way together to address the rampant systemic and structural injustices and inequities that plague our communities and societies around the globe. Let’s activate all of our intelligences to pave the pathway to justice and equity with the breadth and depth of wisdom and love needed to reimagine and build a world where everyone enjoys fulfilling, choice- and opportunity-filled lives.
Pricing Details
Consulting fee is $250 / hour with a cost-sensitive project expensing approach to ensure accessibility to top-notch consulting for nonprofit organizations of all sizes.
Client Examples or Testimonials
LUNA, Silicon Valley Community Foundation, Asian Law Alliance, American Leadership Forum, Fresh Lifelines for Youth, SOMOS Mayfair, Sacred Heart, Catalyze SV, San Jose State, PACT San Jose, Californians for Justice, Working Partnerships, Latina Coalition of SV, AACSA, San Jose Spotlight, California Community Foundation, David and Lucile Packard Foundation, GreenLight Fund, Heising-Simons Foundation, Center for Creative Leadership, Enterprise for Youth, First Place for Youth, My Friend’s Place, UTEC Inc., Robert Wood Johnson Foundation, Tipping Point Community, Unbound Philanthropy
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