Staff working on goals at PVCHT strategic planning retreat
Staff working on goals at PVCHT strategic planning retreat
Gates Foundation grantee convening in Tanzania
Gates Foundation grantee convening in Tanzania
NRDC strategic planning retreat, San Francisco
NRDC strategic planning retreat, San Francisco

Strategic Planning

We’ve worked with many clients on strategic plans to increase their focus and sharpen their results.

Strategic Planning for Organizational Success

In 2020 Schonfield Consulting led the Pajaro Valley Community Health Trust (PVCHT) through a strategic plan that gathered insight and data from Board members, staff and community partners. We held a 2-day, action-packed retreat in Monterey CA, where we honed PVCHT's mission, vision, goals, and strategies for the future. Working closely with the Executive Director and a Board/staff committee, we finalized the 3-year Strategic Plan with strong buy-in from all levels of the organization. See PVCHT strategic plan here.

Operations Support

Schonfield Consulting is supporting the Well Being Trust, a new national foundation promoting mental health and well-being.  This start up foundation – based in Oakland CA with $100+ million endowment– hired Schonfield Consulting to help with strategy, hiring staff, establishing initial grants and contracts, donor development, CEO support and other foundations operations.

Learnings, Program Effectiveness

Schonfield Consulting prepared internal strategy documents for the Bill & Melinda Gates Foundation's Global Development Program to improve program effectiveness.  We prepared strategic direction reports for teams in advocacy and international emergency relief, wrote a case study on "spillover effects" from grants in East Africa, and developed a Learning Inventory Database of 80+ agricultural investments (ranging from $1 million to $25+ million) to support knowledge management and centralize key learnings.

Strategy Development

In 2020 we helped the Natural Resources Defense Council develop a 5-year Strategic Plan for NRDC’s India Initiative, including goals, strategies and next steps in programs, operations, international partners and organizational support.  Schonfield Consulting led NRDC staff, consultants, leadership and India partners through a strategic development process with “visioning” sessions, surveys and planning workshops. In 2015 we helped NRDC’s India Program develop its previous 5-year Strategic Plan (for 2016 - 2020).