Case Study

Making Strategy Come to Life at a Non-Profit

Introduction

This case study explores the transformative journey of a nonprofit organization located in the Midwest. The organization, under the leadership of its Executive Director and Board President, embraced change to overcome several challenges and breathe new life into its strategic vision.

The Story

This Midwest nonprofit organization is dedicated to enriching lives through inspiring performances, inclusive education programs, and innovative community partnerships

The Challenge

The organization faced a series of pressing challenges that prompted the need for strategic reevaluation and revitalization. Board members had limited exposure to peer organizations within the industry, which hindered ideation and the desire for change. The organization also struggled with fragmented feedback loops and key stakeholders in the community, which resulted in misalignment and a lack of clarity throughout the organization overall.

The Choice

In response to these challenges, the organization partnered with Bâton Global (B|G) to foster new relationships and capitalize on existing ones. B|G conducted thorough quantitative and qualitative research about peer and aspirant organizations, diving into various subjects such as finances, structure, governance, and programming. They also administered a four-part survey to gather anonymous feedback and ideas from a wide range of stakeholders such as board members, staff, volunteers, and patrons. B|G distilled the research, feedback, and ideas into a strategic plan consisting of focus areas, objectives, measures, and targets. A 22-person virtual retreat with staff and board members assisted in clarifying the strategic plan and establishing ownership.

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