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Shared purpose and direction

When people work together, they win.

A culture built on trust, collaboration, and ethical actions can help to attract and retain top talent and foster a more productive and engaged team.

CASE STUDY


Building Belonging: Strategizing to Retain Diverse Talent

DEIB STRATEGY

STAFF RETENTION

CULTURE CHANGE

ROOT-CAUSE ANALYSIS

CHALLENGE

The partner organization reported struggling to recruit and retain staff with marginalized identities. In particular, staff of color were underrepresented in the organization at large and especially underrepresented in leadership and decision-making positions.

SOLUTION

Advancing Agency designed and administered a customized survey to collect data on staff experience through a DEIB lens. In addition, we led a series of focus groups and individual interviews. Following this data collection process, the team produced a thorough report outlining core barriers within the organizational culture, practices, and policies that contributed to these issues. The report also outlined concrete recommendations, and served as the blueprint for a new DEIB strategy developed by the management team and DEI Committee.

CASE STUDY


Steering Together: Aligning Executive Leaders

SKILL DEVELOPMENT

TEAM DYNAMICS

COACHING

ROOT-CAUSE ANALYSIS

CHALLENGE

Through a root cause analysis process, we identified that an executive leadership team was demonstrating inconsistent and at times harmful managerial practices. In addition, challenging interpersonal dynamics were preventing effective collaboration.

SOLUTION

Over six months, we provided a series of personalized coaching sessions to each member of the leadership team, working closely with the COO and CEO to be able to use current organizational challenges as opportunities for reflection and growth in the team’s leadership skills. In addition, the leadership team participated in six workshops focused on building their capacity for constructive conflict, DEIB-centered management practices, and effective team dynamics. 

CASE STUDY


Strong Foundations: Launching a New Team

ONBOARDING

TEAM DYNAMICS

FACILITATION

STRATEGIC ALIGNMENT

CHALLENGE

An early stage social impact company hired new staff into key leadership roles as it prepared to finalize and launch its first strategic plan. The CEO was concerned about the need to rapidly onboard the new team and provide them with a sense of ownership over the company’s new strategic direction.

SOLUTION

Having previously led recruitment and guided the company’s strategic planning process, we worked with the CEO to develop a facilitation plan for a two-day staff retreat. Recognizing that this was the first day of work for several of the staff members, we created immediate opportunities for community building throughout the sessions. This approach enabled us to help create a sense of team identity as the staff worked to define their individual roles, reflected on the intersections of their responsibilities, planned for effective collaboration, and set goals that allowed them to take a sense of personal ownership over the aspects of the strategic plan that aligned with their positions. 

Not sure where to start?

Explore a seminar series for your team.

The Ethical Advantage: Elevating Teams Through Effective Leadership

The Future of Decision-Making: Harnessing the Power of Collaborative Solutions

Equity in Action: Practical Strategies for Advancing Equitable Philanthropy

Earn a Career Credential

When you complete all of the courses in the program, you’ll earn a Certificate to share with your professional network as well as unlock access to our deep-dive coaching sessions.