Strategic Planning - Case Histories

Focus on Core Competencies Aish Minnesota, Minneapolis, MN

Challenge

• New Rabbi had little experience with Outreach programming, fundraising or marketing to organization's target market.
  
  
• No clear line of authority or responsibilities between Rabbinic staff and Board of Directors.

Aish MN needed restructuring, a turn-key system for programming, and a clear "market position."

Action

• Revamped branch structure, lines of authority, role of board.
  


• Reduced tensions with neighboring synagogues, clarified Aish MN's position in the community.
  


• Laid groundwork for hiring, expansion into college market.

Results Tripled number of outreach events. Funding secured for 3-5 years.

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Focus on Core Competencies Soveya, Baltimore, MD

Challenge

• Soveya was a nonprofit with a great idea - helping food addiction - but had yet to covercome its financial struggles.
  
  
• Executive director was overworked, traveling around the country to build name recognition at the cost of focusing on paying clientele.

Soveya needed to clarify its target market, grow its list of paying clients, and brand itself with a limited number of core activities.

Actions

• Cut non-income producing activity, nonessential speaking tours, appearances and classes.
  
  
• Revamped organizational structure, responsibilities of executive director and staff.

Results Launched 3-month marketing blitz. Raised number of paying clients and revenue.