CULTURE


Archives of American Art, Smithsonian Institution
(Washington, DC)
Counsel on preparation of a five-year strategic plan


Bard College
(Annandale-on-Hudson, New York)
Assistance with strategic planning for the Bard Music Festival
Counsel on the funding and strategic positioning of the Center for Curatorial Studies


Blithewold Mansion, Gardens, and Arboretum
(Bristol, Rhode Island)
Evaluation of operations, educational programming, and communications and branding strategies
Counsel on organizational capacity building, revenue stream enhancement, staffing and management optimization and visitor and venue capacity


Camargo Foundation
(Cassis, France)
Strategic counsel on the future of the Foundation


Carnegie Hall
(New York, New York)
Counsel on the design and development of a new education program


European Mozart Foundation (New York, New York; Paris, France; and Warsaw, Poland)
Counsel on repositioning, governance, organization design and financial recapitalization


French American Foundation
(New York, New York)
Strategic counsel


John F. Kennedy Center for the Performing Arts
(Washington, D.C.)
Assistance in planning, designing, organizing and managing several new international programs, including an Institute for Arts Management
Counsel on certain programmatic relationships with the Washington Opera


Mariinsky Theatre
[Kirov Opera and Ballet] (St. Petersburg, Russia)
Counsel on building an international executive structure and on improving the visibility of the Theatre in the United States


The Mount
(Lenox, Massachusetts)
Strategic counsel on positioning, finance and development


Museum of American Finance
(New York, New York)
Strategic counsel on fundraising


National Graphic Design Archive
(New York, New York)
Development of a strategic plan to design a national, interactive electronic archive of the history of graphic design in the United States


National Museum of Natural History, Smithsonian Institution
(Washington, DC)
Counsel on preparation of a strategic plan for the Museum


National Trust for Historic Preservation
(Washington, DC)
Preparation of a five-year strategic plan for Chesterwood, the summer residence and studio of Daniel Chester French in Stockbridge, MA, a National Trust Historic Site


New York Collegium
(New York, New York)
Counsel on strategic planning, governance, strategic positioning, labor relations and development


Norman Rockwell Museum
(Stockbridge, Massachusetts)
Preparation of strategic and financial plans for the Museum
The full plan can be viewed here.


Partners for Sacred Spaces
(Philadelphia, Pennsylvania)
Development of a strategic plan


PEN American Center
(New York, New York)
Counsel on mission and programs


Rubik Exhibition
(Budapest, Hungary)
Strategic counsel on a global traveling exhibition honoring the 30th anniversary of Rubik's Cube


Salzburg Festival
(Salzburg, Austria)
Assistance with improving the visibility of the Festival in the United States and strengthening the American Friends organization, including a multi-year branding and marketing campaign
Counsel on undertaking a major global development initiative
Counsel on developing a European-based development capacity
  Read the case study...


Smithsonian Institution
(Washington, D.C.)
Strategic counsel regarding the arts at the Smithsonian


Sterling & Francine Clark Art Institute
(Williamstown, Massachusetts)
Development of a strategic plan, assistance in organizing and coordinating a planning process and counsel on financial planning and funding


Wadsworth Atheneum Museum of Art
(Hartford, Connecticut)
Strategic counsel on a major community engagement initiative
Preparation of a strategic plan


World Monuments Fund
(New York, New York)
Development of a strategic plan and counsel on its implementation


EDUCATION


University of Aberdeen
(Aberdeen, Scotland)
Counsel on a wide variety of strategic issues, including positioning of the institution, organization design, finance and program development
Counsel on organization design, priorities and approaches of IMMPACT (Initiative for Maternal Mortality Programme Assessment), a global research initiative with a network of collaborations in several developing countries and multi-disciplinary partners, funded by the Bill & Melinda Gates Foundation, DFID and USAID
Design and development of the US Visit part of the International Leaders Development Program


University of Aberdeen/Robert Gordon University
(Aberdeen, Scotland)
Counsel on possible alternative structural arrangements between the two institutions, including the possibility of establishing a new institution through merger


Acquincum Institute of Technology
(Budapest, Hungary)
Strategic counsel on developing a study abroad program


AFS-USA
(New York, New York)
Counsel on clarifying the vision and establishing at set of strategic objectives to realize the vision


American Association of Colleges and Universities
(AAC&U) (Washington, DC)
A participating consultant in the SAGE Group, an initiative design to assist campuses committed to implementing changes recommended in the AAC&U report, Greater Expectations: A New Vision for Learning as a Nation Goes to College


American University in Cairo
(Cairo, Egypt)
Counsel on strategic planning


American University of Paris
(Paris, France)
Development of a strategic plan and counsel on its implementation


Bard College (Annandale-on-Hudson, New York)
Assistance with strategic planning for the Bard Music Festival
Counsel on the funding and strategic positioning of the Center for Curatorial Studies


Barnard College
(New York, New York)
Assistance with the organization and management of a strategic planning process designed to foster significant institutional repositioning
Counsel on strategic communications and marketing
Counsel on organization design


Baruch College - CUNY
(New York, New York)
Preparation of a strategic plan
The full plan can be viewed here.


Bennington College
(Bennington, Vermont)
Counsel on strategic positioning and branding, with particular attention to student recruitment and admissions


Cambridge University
(Cambridge, UK)
Counsel on its £250 million global development campaign, with particular attention to focusing and energizing the University's United States development operation
Strategic counsel on Cambridge's 800th Anniversary £1 Billion Global Capital Campaign, a collegiate initiative of the University and the 31 Colleges  


Case Western Reserve University
(Cleveland, Ohio)
Preparation of a strategic plan for the University and each of the eight Schools
The full plan can be viewed here.


Central European University
(Budapest, Hungary)
Strategic counsel on a range of issues


Collegium Budapest
(Hungary)
Counsel on strategic repositioning and institutional development


Columbia University
(New York, New York)
Counsel on strategic issues related to the Center for the Study of Medicine and Society
Assistance with funding aspects of the College of Physicians and Surgeons


Connecticut College
(New London, Connecticut)
Counsel on strategic planning and positioning and on organization design
Development of a comprehensive strategic approach to marketing and communications
Design of alternative approaches to leverage intellectual capital


The Cooper Union
(New York, New York)
Counsel on mission, organization design, institutional positioning and development
Organization and management of a strategic planning process
Development of a long-term financial plan
  Read the case study...


Earlham College
(Richmond, Indiana)
Strategic counsel


Educational Testing Service
(Princeton, New Jersey)
Diagnostic assessment of the strategic positioning and marketing of the Teaching and Learning Division


European University at St. Petersburg
(St. Petersburg, Russia)
Strategic counsel on vision and financial planning


Fashion Institute of Technology
(New York, New York)
Development of metrics by which to measure progress in accomplishing the goals of FIT's strategic plan


Fordham University
(New York, New York)
Strategic counsel on institutional reputation and recognition


Hunter College
(New York, New York)
Counsel on preparation of a strategic plan


INSEAD
(Fontainebleau, France, and Singapore)
Analysis of strategic position and development of a new vision
Planning and development of a FF700 million international development campaign and counsel on its implementation
Counsel on finance and on investment policy and management
  Read the case study...


Jewish Foundation for Education of Women
(New York, New York)
Preparation of a strategic plan


Lexington School for the Deaf/Center for the Deaf
(New York, New York)
Counsel on restructuring and repositioning the School/Center and its various components
Counsel on organization design
Assistance with development, financial planning and investment strategy


Long Island University
(Brookville, New York)
Diagnostic review of organizational design and positioning of the University's regional campuses


Massachusetts Institute of Technology
(Cambridge, Massachusetts)
Counsel on funding aspects of the Media Laboratory


Milton Academy
(Milton, Massachusetts)
Counsel on strategic communications and marketing


National Association of College and University Business Officers
(NACUBO) (Washington, DC)
Assistance in conceptualizing, developing and funding a new initiative, Building Organizational Capacity, which is designed to create and sustain the achievement of successful change and transformation among all institutions of higher education in the U.S.


New York City Center for Charter School Excellence
(New York, New York)
Updating of strategic business plan


New York University
(New York, New York)
Counsel on planning, designing and implementing a new global initiative in the performing arts
Counsel on the organization design of the Faculty of Arts and Sciences
Counsel on the organization design of the Graduate School of Arts and Sciences
Counsel on funding a major program in the Medical School
Development of a vision statement for the Robert F. Wagner Graduate School of Public Service


North Carolina Agricultural & Technical State University
(Greensboro, North Carolina)
Counsel on preparation of a strategic plan


Oxford University
(Oxford, UK)
Counsel on financing and organizing a £280 million global development campaign with particular attention to various funding issues, cultural implications of large-scale fundraising and the organization design and focus of the University’s North American presence


Pace University
(New York, New York)
Strategic counsel on a variety of issues
Coordination of a strategic planning process and preparation of a strategic plan


Polytechnic University
(Brooklyn, New York)

Strategic counsel on future directions and exploration of a merger with New York University


Princeton University
(Princeton, New Jersey)
Counsel on a variety of strategic and organizational issues
Diagnostic assessment of the organization design of the Woodrow Wilson School of Public and International Affairs
Strategic counsel on corporate, foundation and sponsored research funding


Queens College – City University of New York
(Queens, New York)
Preparation of a strategic plan
Strategic review of the Queens College Foundation
The full plan can be viewed here.


Radcliffe College (Cambridge, Massachusetts)
Counsel on strategic planning and institutional repositioning
Assistance in negotiations with Harvard University – which led to the establishment of the Radcliffe Institute for Advanced Study, a new faculty within Harvard University
  Read the case study...


Southern Methodist University
(Dallas, Texas)
Counsel on strategic planning and positioning


St. John’s College, Cambridge University
(Cambridge, UK)
Analysis of preparedness to undertake a major capital campaign


State University of New York System
(New York)
Counsel on preparation of a system-wide strategic plan
The full plan can be viewed here.


UKA Teacher U
(New York, New York)
Strategic counsel


University of Akron
(Akron, Ohio)
Preparation of a strategic plan and a companion business plan


University of the Sciences in Philadelphia
(Philadelphia, PA)
Academic program cost and capacity analysis


Villanova University
(Villanova, Pennsylvania)
Strategic counsel


William Paterson University
(Wayne, New Jersey)
Preparation of a strategic plan


Yale University
(New Haven, Connecticut)
Development of a long-range plan to return the University to longer-term financial balance
Preparation of a development plan for the Yale Center for Faith and Culture.


GOVERNMENT


Port Authority of New York and New Jersey
(New York, New York)
Assistance in conceptualizing a major new program


US Department of Education
(Washington, D.C.)
Three-year performance measurement study of Title III Strengthening Institutions Program


The World Bank
(Washington, D.C.)
Analysis of the culture, review of the organization design, delineation of core values and counsel on implementation


HEALTH CARE


American Austrian Foundation
(New York, New York, and Salzburg, Austria)
Counsel on funding a new facility to house the Eastern European Medical Training Institute, a program undertaken in collaboration with Sanford Weil Medical School of Cornell University


American Board of Internal Medicine
(Philadelphia, Pennsylvania)
Preparation of a business plan for designing and implementing a continuous Maintenance of Certification process


Columbia University
(New York, New York)
Counsel on strategic issues related to the Center for the Study of Medicine and Society
Assistance with funding aspects of the College of Physicians and Surgeons


Hospital for Special Surgery
(New York, New York)
Counsel on establishing and funding a new research and clinical program


Institute for Laryngology and Voice Restoration
(New York, New York)
Assistance in the formation, planning, structure and funding of a new organization dedicated to furthering the field of surgical voice restoration through interdisciplinary research and education


Institute of Music and Neurologic Function (IMNF)
(Bronx, New York)
Strategic analysis and preparation of a business plan
Counsel on implementation of the business plan


Massachusetts Eye and Ear Infirmary
(Boston, Massachusetts)
Counsel on establishing a new research-clinical program in concert with the Harvard University Medical School and Massachusetts Institute of Technology


Medizinische Fakultät Salzburg Privatstiftung
(Salzburg, Austria)
Counsel on the development and funding of a private medical school in Salzburg, the first such institution in Austria


Memorial Sloan-Kettering Cancer Center
(New York, New York)
Strategic counsel
Strategic counsel on mission and positioning of the Society of Memorial Sloan-Kettering Cancer Center


New York University
(New York, New York)
Counsel on funding a major program in the Medical School


Public Health Solutions [formerly Medical and Health Research Association of New York City (MHRA)]
(New York, New York)
Preparation of a strategic plan
  Read the case study...


SOCIAL SERVICE


Andrea and Charles Bronfman Philanthropies
(New York, New York)
Diagnostic analysis of approaches to evaluating program performance


AFS
(New York, New York)
Strategic counsel on mission, vision and positioning


Asphalt Green
(New York, New York)
Counsel on strategic positioning, communications and branding
Preparation of a strategic plan
Assistance with the conceptualization of a major new program and counsel on its development
Counsel on financial planning and monitoring
Strategic counsel on establishing a Sport Performance Center


Association of Children with Down Syndrome (ACDS)
(Plainview, New York)
Preparation of a strategic plan


Association of Junior Leagues International Inc.
(New York, New York)
Analysis of the present situation and strategic position of Junior Leagues, with particular attention to membership in the United States and internationally
Design of a major initiative to strengthen the healthiness of Junior League affiliates and AJLI
  Read the case study...


Council for Unity
(New York, New York)
Preparation of a strategic plan and counsel on its implementation
Preparation of a business plan


Evan B. Donaldson Adoption Institute
(New York, New York)
Review of present strategic position


Girl Scouts of the USA
(New York, New York)
Strategic counsel on a 100th Anniversary Capital Campaign


Inwood House
(New York, New York)
Development of a new business plan and preparation of a financial plan


Jewish Board of Family and Children’s Services
(New York, New York)
Preparation of a strategic plan and counsel on its implementation


Jewish Child Care Association
(New York, New York)
Assistance with a Board retreat


March of Dimes Birth Defects Foundation
(White Plains, New York)
Counsel on strategic repositioning, new program development and organization design of the National Office
Assistance with strategic planning
Counsel on financial planning


Palladia
(New York, New York)
Strategic counsel


Planned Parenthood Golden Gate
(San Francisco, California)
Evaluation of and counsel on organizational leadership, management and fundraising


Seamen's Church Institute
(New York, New York)
Preparation of a strategic plan


Spence-Chapin Services for Families and Children
(New York, New York)
Feasibility analysis of a national adoption institute – subsequently and successfully established as the Evan B. Donaldson Adoption Institute


United Way of New York City
(New York, New York)
Counsel on exploration of merger with United Way of Tri-State


Variety the Children’s Charity
(New York, New York)
• Counsel on initial stage of a strategic planning process


YWCA of the City of New York
(New York, New York)
Preparation of a strategic plan


OTHER NONPROFIT
S


American Academy in Berlin
(Berlin, Germany, and New York, New York)
Counsel on strengthening global fundraising and development


Carnegie Council on Ethics and International Relations
(New York, New York)
Counsel on governance and organizational design


Ford Foundation
(New York, New York)
Development of a protocol for financing the United Nations


Friends of Hudson River Park
(New York, New York)
Development of a collaboration agreement with the Hudson River Park Trust for the benefit of the Hudson River Park


Global Development Network
(New Delhi, India)
Strategic counsel on governance
Assistance in strengthening the Washington, D.C. Office


InternetBar.org
Assistance in formation, planning, structure and funding of a new organization dedicated to creating a bar association in cyberspace


Investor Responsibility Research Center
(Washington, D.C.)
Counsel on strategic repositioning, including in-depth analysis of the rapidly changing competitive marketplace for research on corporate governance and related investor responsibility issues
Assistance with the development of a for-profit subsidiary and counsel on implementation

Jerusalem Foundation, Inc. (New York, New York)
Review of the governance of the U.S. Foundation and its role, responsibilities and relationship with the Jerusalem-based Foundation.

Metropolitan New York Library Council (New York, New York)
Preparation of a strategic plan
  Read the case study...

National Urban League (New York, New York)
Strategic review of governance


Steep Rock Association, Inc.
(Washington, Connecticut)
Strategic counsel


Woodlawn Cemetery
(Bronx, NY)
Strategic counsel on developing a long-term business plan

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