Client testimonials

Recent Professional Engagements

Bear Creek Golf Club: Conduct SWOT and Business Environmental Assessments in support of long-range planning initiative

Beaufort Regional Chamber of Commerce… Latino Business Special Interest Group: Collaborate with La Isla Magazine to conduct requirements definition, develop model curricula, and plan and coordinate program implementation

Bluffton Self Help

Develop new building funding plan
Write successful major grant application to help fund new building

Dolphin Head Golf Club

Conduct business environmental assessment
Develop capital funding prioritization process
Develop long-range planning process
Facilitate Staff Continuity Planning

Hilton Head Choral Society: Plan and conduct long-range planning study, including confirmation of mission, development of vision statement, environmental assessment, SWOT assessment and definition of objectives

Hilton Head Regional Habitat for Humanity

Plan and conduct fund-raising events
Develop and implement marketing campaign to support fund-raising events

Home Helpers of the Lowcountry

Develop business growth strategies and the supporting marketing plan
Implement marketing plan via placement, collateral development & website development

Italian American Club of Hilton Head: Advise on non-profit Federal reporting

Lowcountry Small Business Hub

Conduct and report requirements validation study/survey
Recommend organization/governance structures
Lead successful development of major USDA grant

Mary Green Chorale: Develop plans and assist with concert production for a new performing arts group

Main Street Health Center

Develop business growth strategies and the supporting marketing plan
Implement marketing plan via placement and collateral development

National Alliance on Mental Illness (NAMI Beaufort County)

Conduct multi-dimensional assessment surveying the core functions of organization, including facilitation of SWOT sessions with key leaders and with external stake-holders
Review financial processes and make recommendations for improvement
Assist with definition of Board positions, roles/responsibilities and position descriptions
Marketing

Develop plan & processes to increase awareness of organization and services
Design templates for client to implement PR and advertising initiatives

Plan and project manage 2010 and 2011 NAMI WALKS fundraising events and assist with planning of other fund raising initiatives

National Alliance on Mental Illness (NAMI Mid-Carolina)

Conduct SWOT assessment
Advise on Board organization and role/responsibility options

Neighborhood Outreach Connection (NOC)

Develop 3-year growth plan
Develop funding and marketing plans

Osprey Village, Inc.

Develop business plan and fund-raising plan
Plan and conduct fund-raising events
Develop and implement marketing campaign to support fund-raising events

Royal Enterprises: Develop business plan and facilitate negotiations for SBA loan application for start-up business.

Town of Hilton Head Island/Island Recreation Center: Conduct feasibility study and develop master plan for the expansion of the Recreation Center and the expansion and relocation of the SHARE Center

Water Cookies: Develop business plan and conduct feasibility study for a start-up charitable organization