Strategic Assessments

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Merger Assessment at Integration Planning - EMQ Children & Family Services/Hollygrove Children & Family Services

Two of California’s leading providers of child welfare and mental health services for children and their families decided to explore the possibility of merging. Each organization has over 100 years of service to its respective communities, one in Northern California and the other in Southern California. The merger would create a new statewide organization.

RCG was asked by EMQ to complete a due diligence assessment of Hollygrove and present the findings to a Joint Board of Directors merger committee. Upon receiving approval from both Boards of Directors to merge, RCG was asked by both organizations to support the integration planning.

Initiative Assessment - San Francisco Foundation

Since 1993, the San Francisco Foundation has operated the FAITHS initiative, which is focused on bringing faith-based organizations together to work on common goals and community problems, by building the capacity of faith-based organizations to provide support to congregations and to non-secure philanthropic dollars for their secular work. The San Francisco Foundation asks RCG to assess the impact and community perception of the FAITHS initiative, in order to determine its value to the community, its sustainability, and its place in the foundations overall strategic plan.

Survey of Training Programs for Foundation Initiative - Robert Wood Johnson Foundation

The Robert Wood Johnson Foundation (RWJF) is considering offering a short course in advocacy training to health care professionals. Target participants would be physicians and nurses, and other healthcare professionals who have participated in other RWJF programs. The focus of the training would be training health care professionals in the "act or process of supporting a cause or issue", not advocating on behalf of an individual patient. In order to accomplish this, RWJF asked RCG to help it understand what nonprofit advocacy training programs currently exist in the United States for health care professionals, and determine the applicability of each program to its intended goals.

Organizational Effectiveness Assessment – David and Lucile Packard Foundation

As part of the Foundation’s ongoing knowledge management activities and in support of its role as a leader in the field of organizational effectiveness, the Packard Foundation is interested in the efficacy of the strategic planning activities undertaken by its organizational effectiveness (OE) grantees. The Packard Foundation asked RCG to conduct an assessment of a sample of its OE grantees to determine how they have engaged in strategic planning and the effectiveness of their efforts. RCG also provided the Packard Foundation with grantee reflections of the OE process and talking points for use at a national philanthropy conference.

Grantee Assessment and Community Scan – David and Lucile Packard Foundation

The Packard Foundation called upon RCG to help it evaluate its ongoing support for a current grantee. Packard wanted RCG to conduct a community assessment that would help it understand the grantee’s strengths, limitations, perceived value to the community and long-term sustainability. RCG conducted interviews with key stakeholders, community leaders and advocates, and representatives of similar community-based organizations. RCG provided the foundation with a report summarizing the interviews of internal and external stakeholders, the findings from the program review, and recommendations for the Packard Foundation to consider with respect to future funding.

Non-Profit Capacity Assessment – Gardner Family Care Corporation

Gardner Family Care Corporation (GFCC) engaged RCG to assess the internal capacity of its mental health program. After a period of steady growth, GFCC wanted to review its organizational structure and capacity of its mental health program and support functions to ensure that they are in line with community standards.


Strategic Business Plan and Organizational Structure Development – California Youth Connection

CYC engaged RCG to research, assess, and select an organizational structure that will enable it to operate as a national agency capable of impacting and improving the lives of the 500,000 foster youth in the United States. CYC asked RCG to identify an organizational structure and write a strategic business plan that is sustainable, will enable it to build on its successes in California, allow it to develop a constituency of foster youth advocates throughout the United States, and develop a permanent federal policy component.

Non-Profit Effectiveness Assessment – Next Door Solutions to Domestic Violence

Next Door engaged RCG to develop an agency-wide assessment tool to measure and evaluate its effectiveness in the community and for the families that it serves. The assessment tool and dashboard will enable Next Door to continually assess its ability to better serve the community and its families, determine its ability to fulfill its mission and utilize its core competencies and resources in an effective and efficient manner.

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