Facilitation, Strategic Planning & Evaluation Projects

Selective List of  Facilitation, Strategic Planning, and Evaluation Work in Hawaii and US Affiliated Pacific Isands

  • Academy 21 (formerly Hawaii Change Leaders Project)/Hawaii Educational Association — Honolulu, HI: providing business planning counsel, coaching, and consulting assistance to help an innovative nonprofit educational leadership development program in Hawaii develop a business plan that would enable it to pursue mission, enhance 21st Century skills acquisition by Hawaii’s students, and achieve sustainable profitability no longer dependent principally on philanthropy; — http://www.academy21.org
  • Aloha Medical Mission – Honolulu, HI: planning, facilitating, and preparing summary report for Aloha Medical Mission’s Board Retreat — www.alohamedicalmission.org
  • Friends of the Waikiki Aquarium: planning, facilitating and preparing a summary report of a strategic planning meeting of the board — http://www.waquarium.org/become-a-member.html
  • Hauoli Mau Loa Foundation — Honolulu, HI: providing planning assistance for a first meeting with a cohort of the Hope for Kids grantees of the foundation on approaches to evaluation
  • Hawaii Department of Health – Chronic Disease Management and Control/University of Hawaii Conference Center – Honolulu, HI: helping design and facilitate a strategic planning process and assisting in preparation of reports on a series of community meetings as in-put to the statewide strategic plan for prevention, management, and control of chronic disease;
  • Hawaii Electricians Market Enhancement Program Fund — Honolulu, HI: designing and facilitating a strategic planning Summit that is bringing together 90+ electrical contractors and IBEW Local 1186 union electricians to devise win-win strategies and new methods of collaboration to enhance the market and market share for unionized electrical contractors in Hawai’i
  • Hawaii Operating Engineers Industry Stabilization Fund – Honolulu, HI: facilitating two meetings of the Fund trustees on the Fund’s strategic plan and assisting the Executive Director in developing clear and measurable goals, interim milestones, and timelines for the 2014-2016 strategic plan
  • Hawaii Wildlife Fund/Maui Reef Fund — Maui, HI: providing coaching and strategic consulting support to the Executive Director and the members of the Maui Reef Fund regarding vision, stakeholder analysis, and priority strategies to assist leaders in the Maui marine tourism industry protect the coral reefs on which their businesses depend — www.wildhawaii.org
  • He’e Nalu Learning Center/Spirit Sessions Program – Kailua, Oahu, HI: providing coaching and consulting assistance in preparation and implementation of a strategic planning grant proposal for an innovative youth development program that enables adjudicated teenage girls and boys to learn how to surf, to get college credit for an intensified college level ocean studies course, and in the process develop self-esteem, heightened sense of personal responsibility, new awareness of personal potential, and other important benefits — www.http://www.standuppaddlesurf.net/2008/08/27/ help-lets-get-troubled-kids-out-of-court-and-into-college;
  • HKL Castle Foundation – Kailua, Oahu, HI: assist the Executive Director in surveying near shore communities on Oahu, Maui, Kauai, the Big Island, and Molokai’i to determine their perceptions of community capacity building needs to effectively protect and restore near shore marine resources and help the Foundation develop a dashboard of indicators for which it can hold itself accountable for building needed community capacity — www.castlefoundation.org
  • HUGS (Help, Understanding & Group Support) — Honolulu, HI: providing executive coaching to the organization’s Executive Director to help meet new performance expectations of the Board; and facilitating a board retreat on strategic planning and revisiting success criteria and measures for the organization; planning and facilitating two board-staff sessions on program evaluation and innovation. — http://www.hugslove.org
  • Kalihi-Palama Health Center – Honolulu, HI: providing executive coaching to the Executive Director of the Center and helping build Executive Team leadership, improved communication, and support; facilitating the development of a set of individual and team commitments to improve teamwork and organizational performance. — www.kphc.org
  • Kamehameha School/Bishop Estate: assisting in planning and facilitating a series of meetings between Kamehameha School and the Kaka’ako Improvement Association to develop proactive and systematic responses to a series of public policy issues affecting this neighborhood, including new legislative proposals on workforce housing requirements, transit related issues, and overall community development. — www.ksbe.org
  • Kanu Hawaii: planning and facilitating a strategic planning and performance assessment ADVANCE meeting between the Board and senior staff of the organization, including a review of Board roles and responsibilities and how to create more engaging and effective campaigns. Also conducting an evaluation of the WKKellogg grant to Kanu to promote the recruitment and deeper engagement of volunteers and members for three nonprofit organizations involved in promoting volunteerism and/or civic engagement in alignment with Kanu’s core values of island life. — www.kanuhawaii.org
  • Na Lei Aloha Foundation – Honolulu, HI: designing the Foundation’s new Tables for Ten program to extend the Bridge of Friendship and helping to facilitate two of the initial sets of Tables for Ten — www.naleialoha.org;
  • USAPI Health Leadership Council/Pacific Island Health Officers Association (PIHOA): Facilitating a series of calls and a meeting to assist the Council in agreeing on a structural Framework for collaboration and a strategic Roadmap for concerted actions to deal with the crisis of non-communicable diseases — e.g., heart, cancer, stroke, diabetes, etc.  in the US-Affiliated Pacific Islands. – http://www.pihoa.org  and www.palau-health.net/images/NCD_Declaration.pdf
  • USS Missouri Memorial Association – Honolulu, HI: designing and facilitating a staff retreat to explore and make recommendations for improving the visitor experience for those visiting the USS Battleship Missouri in Peal Harbor, while retaining the ship’s historical authenticity, memorializing those who served their country, and enhancing the financial sustainability of the organization that preserves the ship. — https://ussmissouri.org/about-us
  • Wahiawa Center for Community Health (Oahu, HI): in partnership with Sharon Symms of SAS Services, LLC, providing meeting design planning, facilitation, and report review for the board of directors’ strategic planning retreat for the development of a new community health center for the area around Wahiawa, HI.– www.wahiawacenterforcommunityhealth.org
  • Waioli-Nuhou Corporation – Lihue, Kauai, HI: designing and facilitating a strategic and business planning process and developing a written business and strategic plan for (and with) the board and Executive Director to help bring organizational expenses and revenues into alignment and to ensure the long-term preservation of the historic lands, buildings, and collections left in trust for the people of Kauai by Ms. Mabel Wilcox — www.grovefarm.net

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