Strategic Planning Coach and Facilitator

• Assess organization's commitment to strategic planning as a tool to achieve clarity, growth and leadership edge in field of service

• Create task force or committee to lead planning process

• Define roles of staff, board and consultant in strategic planning process

• Develop a “plan to plan” to define scope, plan timeframe (i.e. 3 or 5 year plan), timeline of planning process

• Review existing strategic plan (if available) and other key organizational documents (organizational structure, Form 990, recent audits, program evaluations)

• Conduct environmental scan – identifying opportunities and potential threats to organization given external environment

• Develop or “refresh” organization’s vision, mission, values

• Develop goals for organization’s board, administrative infrastructure and programs

• Determine how to best measure progress on goals

• Determine accountability for tracking, measuring progress on goals

• Schedule “check-in” meetings to monitor progress of plan, course-correct as needed

Project Management

• Work with President/CEO and senior leadership to facilitate the forward progress of a major organizational initiative

• Develop or review existing goal(s) for project.

• Develop a plan, budget and timeline for project

• Define roles for the staff or board project leader, (President/CEO or his/her designee), the Project Management Team (PMT) members and the project manager (consultant)

• Work with PMT to initiate the process, facilitate steps of the process

• Assess progress with PMT at defined and agreed upon milestone dates; course correct as needed

• Assess the project results with PMT in comparison to project goals, budget and timeline

• Determine best format/setting for participants to present results of project

• Present results and identify next steps to determine ongoing management of project

Board of Directors Assessment and Development

• Conduct a board assessment

• Conduct one-on-one interviews with board officers and sample of other board members to solicit input on current board functioning, strengths and challenges of board

• Assess leadership structure (roles of officers, functioning of standing committees, committee descriptions, etc.)

• Review bylaws

• Review board meeting process

• Present results of assessment to board

• Develop tailored training to meet the highest needs of officers and board members

• Work with committees, leadership to develop goals and objectives for committees with measurable outcomes

• Develop plan for consistent board education component within board meetings

Organizational Assessment and Action Plan Development

• Develop plan and timeline for assessment

• Conduct assessment using an in-depth, on-line survey designed for nonprofit organizations to gather input from board and staff on organizational strengths and opportunities for improvement

• Analyze results

• Present results to board and executive leadership

• Develop action plan and accountability structure focused on key areas that would have greatest impact on strengthening organization

• (Optional) Schedule “check-in” meetings to assess progress

Bio

Carol S. Shattuck has thirty-five years of experience in leadership roles, including strategic, operational and financial planning, program development, board development, management and collaboration. Her past twenty years were spent as President of a nonprofit organization that partners with parents, early education programs and the community to help young children reach their full potential. Prior to this, she spent four years managing a consulting practice which specialized in strategic planning, board of directors development, process/program evaluation, meeting facilitation and collaboration development. Ms. Shattuck brings a wealth of knowledge and experience in leadership, strategic planning, board development and collaboration.

Experience

• Leading, planning and budgeting for organization of 85+ personnel and $10 million budget;
• Raising funds for operating and program support in foundation, corporate and public sectors;
• Building collaborations with clear, overall goals, measurable outcomes and stated responsibilities for each of the partners;
• Working with partners from across the state to strengthen policies and systems of early care and education, and;
• Building strong volunteer leadership structure to support organization’s mission and goals.

Selected Professional Accomplishments

Provided executive leadership for a nonprofit organization in the Texas Gulf Coast Region focused on building a strong foundation for academic and life success for young children, birth to age six. 

Guided a merger of two organizations with similar missions resulting in organization with a more comprehensive mission serving families with young children, improving the quality of early education and strengthening the system of early care and education.  

Facilitated a collaboration of fifteen health care providers to build a complete continuum of care in the area of  women's breast health.

Participants of collaboration included public health providers, major medical center institutions and community-based organizations. Developed a plan for five-year pilot program to demonstrate community-based model of care in a low-income, medically underserved area of Houston. Negotiated Statements of Understanding between partners and collaboration to clearly identify responsibilities and contributions of each participant. Provided management and administrative oversight to pilot program for first two years of initiative. 

Created Management Assistance Program (MAP), now named Nonprofit Connections, at United Way (UW) for training the management staff and volunteers of nonprofit agencies to become more efficient and effective with limited resources.  

Wrote policies and procedures, recruited community volunteers to serve as consultants, managed and monitored operations. Program has now been in place thirty-two years, has grown to provide extensive training for staff members and board members, leadership development and board development. 

Employment History

• President and CEO, Collaborative for Children
  Houston, Texas; 1998 – 2018
• Principal, Shattuck Consulting Services
  Houston, Texas; 1994 – 1998
• Assistant Vice President, President's Office, United Way of the Texas Gulf Coast
  Houston, Texas; 1992 - 1994
• Assistant Vice President, Community Problem Solving/Fund Distribution Department, United Way of the Texas Gulf Coast
  Houston, Texas; 1986 - 1992
• Management Analyst, Finance and Administration Department, City of Houston
  Houston, Texas; 1984 - 1986
• Staff Consultant, The Support Center of Houston
  Houston, Texas; 1982 - 1984

Education

• Rice University, Houston, Texas, 1982
  Masters of Business and Public Management
• Duke University, Durham, North Carolina, 1978
  BS, Public Policy Studies, Psychology