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Strategic Planning for Advancement

The team at Ashley | Rountree understands that a strong strategic plan is essential to the success of any organization's advancement efforts. We take an interactive approach that helps shape your organization's vision, mission, and values.

Early in the planning process, we seek to articulate the connections between the greater organizational mission and your specific advancement goals in fundraising, communications, and constituent relations. Strong external relationships are essential for the success of your organization and the advancement program. We work with your staff, board, donors and volunteers to develop a compelling vision that motivates increased philanthropic support.

Overall, we help develop a clear strategic plan that signals to current and potential stakeholders that your organization has looked at itself and identified the best way to serve clients and the community.

Strategic Planning Process

Strategic Planning Process

Case Study

Michael Gold

Michael Gold

Michael is the founder and Principal of Gold Standard Consulting, which specializes in strategic planning, organization design, organization and team effectiveness, and large group facilitation. Michael has several professional passions. One is collaborative strategic planning, implementation, and measurement. A second is leading organization design initiatives that help businesses achieve their goals. He also enjoys guiding large interactive group meetings and leadership retreats. Finally, Michael helps organizations and teams to work together more effectively.

Michael has more than 30 years of Fortune 500 experience in financial services, hospitality and health care, as an internal consultant, operations leader and client executive. During his corporate career, Michael was active in the nonprofit sector as well. While in Louisville, Michael has shared his consulting skills with the Field Elementary School, Jewish Community of Louisville, 55,000 Degrees and Jewish Family and Career Services.

Michael is on the National Board of the Organization Design Forum and, in July 2018, will join the Board of Jewish Family and Career Services, where he is currently on the Strategic Planning Committee. He is also a member of the Governance Committee of the Jewish Community of Louisville.

Michael earned his Master’s in Business Administration from the University of Chicago Booth School of Business, with a concentration in strategy. He received a Bachelor of Arts from Brown University. However, his most valuable educational and long-term planning experience has been raising his two children, who are currently teenagers

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