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Strategy, Merger and Organisational Development

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Pete in a strategy session with an organisation

All charities experience change and can benefit from strategic support to make the most of new opportunities and circumstances. Much can be gained from collaboration, and independent help to broker this is often vital for success.

“I found Pete to be knowledgeable, experienced, and very good at working with the charity on numerous levels. He had a very calming authoritative influence - which I found most helpful.” 

Paula Blight, CEO, SWEDA

  • Strategy formation - having a clear strategy is vital - it helps to know where you're going but also how you're going to get there! I help lead the sometimes tricky process to develop a shared and achievable strategy, and I bring objective, external, and, where necessary, (friendly) critical guidance.
  • Mergers, partnerships, and collaborations - many charities can benefit from working with others, or even merging. But building the trust and getting things right can be challenging. Through careful, independent brokering I help ensure the best results through alignment of values, goals, approaches, service delivery and outcomes.
  • Vision, Mission and Values - whether it’s reviewing existing, or developing from scratch, the process of agreeing your Vision, Mission and Values unites a team, and the clear statements galvanise staff and stakeholders in pursuing the purpose.
  • CIO registration or conversion - historically many charities have been both a registered charity and limited company. I can manage you through conversion to a Charitable Incorporate Organisation (CIO), (or initial set up), helping you to save legal and administrative costs and ensuring support tailored to your particular needs.
  • Business Planning - I work with you to design, structure and create a thorough, robust and compelling business plan.
  • Applied Scenario Planning - helps you to take control of the chaos in an uncertain world, to be fleet of foot without losing sight of your mission, and to continue to deliver effective, clear and calm strategic leadership.

“Langport Town Council had decided to convert the Town Trust to a CIO and contracted Pete to support the process, which he did very successfully. We found him to be very professional and at the same time approachable and quick to understand the complex issues.”

Val Saunders, Chair, Langport Town Council

From an organisational strengths review to brokering a partnership or merger; carrying out an independent evaluation or helping with a business plan. Please explore my website and get in touch if you would like to discuss how I can help.

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