What was the scope of their involvement?
Anchor Advisors led a series of meetings and retreats for our staff, senior executives, and board members to form a well-rounded view of our organization, its culture, and our goals. The events were very structured, including several helpful and productive team exercises. Throughout the process, Anchor Advisors maintained a perfect balance between providing guidance and allowing us to come to conclusions on our own. They weren’t intrusive, encouraging us to think about certain things without pushing their own opinions.
We came out of the engagement with two main deliverables. The first is a comprehensive timeline of our organization. For one exercise, we mapped out the 70-year history of our company, noting our growth, the impact we’ve had, and our future plans. As part of this discussion, our board members decided to plan a fund drive to help promote our continued success. The event will be built around our organization’s anniversary. The second deliverable is a living document that details a set of priorities for the next few years, explaining how they align with our mission, how we tackle them, and how we plan to measure them.
The Anchor Advisors team also provided the necessary follow-up support. Their team stayed with us to help scope out the work for each of these initiatives and set up strategies for implementation. Additionally, they helped us recruit a few specialists to join development staff to supplement our efforts, walking us through the interview and final selection process.
What is the team composition?
We primarily spoke with Stacy (Business & Nonprofit Advisor, Anchor Advisors Ltd.). For the recruitment initiative, we worked with Brad (Principal, Anchor Advisors Ltd.).
How did you come to work with Anchor Advisors, Ltd.?
They interviewed us while working for another organization that was working through their own planning process. We were impressed by the questions they asked, so we reached out. They described how they operated and how they would approach a partnership with our organization. After we reviewed some of their past work and spoke with some of their previous clients, we decided to hire them.
How much have you invested with them?
In total, we spent around $20,000 on their services.
What is the status of this engagement?
We worked together from September 2015–June 2016.