Strategic Organizational and Conservation Consulting

Our Clients & Projects 

 

* Accredited land trusts )

 

Alachua Conservation Trust, FL *

Organizational assessment

 

American Community Gardening Association, National Conference

Trainer: land acquisition best practices (Weber) 

  

American Hiking Society, National

Training manual: “Key Components of Creating a Volunteer Program” 

 

Arizona Land Trust Network, AZ

Conservation advocacy guidance and facilitation

 

Association of Fundraising Professionals-Milwaukee Chapter, WI

Board governance practices assessment

 

Association of Nature Center Administrators Annual Summit

Trainer: leadership succession planning 

 

Badger Oversight Management Commission, WI

Discovery and facilitation for conflict resolution 

 

Bayfield Regional Conservancy, WI

Organizational assessment for reaccreditation

 

Barrington Area Conservation Trust, IL

Conservation program review, financial planning and financial policy recommendations

 

Bayou Land Conservancy, TX

Training: fundraising for the board of directors

 

Blue Lotus Farm & Retreat Center, WI

Succession planning for all-volunteer to paid staff transition: advise on capacity assessment for hiring staff, board and committee development, policy and procedures

 

BoardStar, WI

Board development training curriculum, board director recruitment and placement

 

Boyce Family Lands, SC

Conservation partnership opportunities assessment

 

Caledonia Conservancy, WI *

Organizational assessment, merger analysis, training on working with landowners and land protection methods

 

Catawba Lands Conservancy, NC *

Conservation buyer program

 

Central Arizona Conservation Alliance

Communications and engagement strategies

 

City of Aiken, SC

Community forum, workshops on the value of green space

 

City of Milwaukee, National Park Service, Groundwork USA, National

Feasibility planning, strategic planning for new Milwaukee branch of Groundwork USA

 

Columbia Land Conservancy, NY *

Strategic conservation planning

 

Congaree Land Trust, SC *

Organizational assessment

 

The Conservation Foundation, IL

Organizational assessment

 

Conservation Trust for Florida, FL *

Organizational assessment

 

Connecticut Land Trust Council Statewide Conference

Trainer: proactively dealing with easement violations, trespassing, and other stewardship headaches (Weber)

 

Davidson Lands Conservancy, NC

Board governance and stewardship training, organizational assessment 
 

 

Desert Foothills Land Trust, AZ *

Strategic planning

 

Door County Land Trust, WI *

Staff training: designing and leading a great field trip for government officials; time management strategies

 

Down Syndrome Association of Wisconsin, WI

Training materials on founders' succession, volunteer program development

 

Edisto Island Open Land Trust, SC *

Advise on conservation easements

 

Farm Fresh Atlas, WI

Advise on strategic partnerships

 

Freshwater Land Trust, AL *

Organizational assessment, policy writing, accreditation preparation, strategic planning

 

Galveston Bay Foundation, TX *

Training: fundraising for the board of directors

 

Gathering Waters Conservancy, WI 

Strategic planning 

 

Geneva Lake Conservancy, WI

Executive Director Search and Transition (work with Board), organizational Assessment

 

Glacial Lakes Conservancy, WI

Board and executive training and coaching, Board development, strategic planning

 

 

 

 

Green Spaces Alliance of South Texas, TX *

Organizational assessment and accreditation preparation

 

Greenbelt Land Trust of Mid-Missouri, MO

Advise on conservation easement issues

 

Headwaters, Inc., KY

Annual planning

 

Houston Audubon Society, TX

Organizational assessment, board fundraising training

 

Ice Age Trail Alliance, WI *

Strategic Planning

 

Indian River Land Trust, FL

Organizational assessment, strategic planning

 

Island Green, LLC – US Virgin Islands

Conservation opportunities assessment

 

Katy Prairie Conservancy, TX

Fundraising training for the board 

 

Land Conservancy of West Michigan, MI *

Organizational assessment, board governance training  

 

Land Trust Alliance, National 

Standards & Practices organizational assessor and trainer, consultants to Alliance land trust members, Standards & Practices Curriculum development and review

 

Land Trust Alliance Rally National Land Conservation Conference

Trainer, multiple years. Topics include board effectiveness, board engagement, fundraising, strategic planning, and conservation planning

 

Land Trust for Southeast Louisiana, LA

Policy development

 

Land Trust of the Upper Arkansas, CO *

Organizational assessment, board governance training for community groups 
 

 

Legacy Land Trust, CO *

Organizational assessment

 

Leech Lake Area Watershed Foundation, MN

Organizational assessment, strategic planning

 

Little Forks Conservancy, MI *

Organizational assessment

 

Little Miami, Inc., OH

Organizational assessment

 

Little Traverse Conservancy, MI

Organizational assessment

 

Lookout Mountain Conservancy, TN*

Land stewardship and conservation easement training, organizational assessment, accreditation preparation assistance

 

Madison Audubon Society, WI

Strategic planning

 

Mid-Michigan Land Conservancy, MI

Organizational assessment

 

Midwest Environmental Advocates, WI

Strategic planning

 

Milwaukee Chamber Theater, WI

Board director orientation process, strategic planning

 

Milwaukee Urban Gardens, WI

Opportunities analysis, organizational development recommendations

 

Mount Pleasant Open Space Foundation, SC

Strategic planning

 

National Alliance on Mental Illness, WI

Board development, strategic planning

 

New River Conservancy, NC *

Organizational assessment, strategic planning

 

Natural Heritage Land Trust, WI

Strategic Planning 

 

Natural Lands Institute, IL  

Organizational assessment, Land trust accreditation preparation assessment

 

Natural Lands Trust, PA *

“Strategies for the Future,” a white paper on innovative conservation strategies

 

New Concepts Self Development Center, WI

Program evaluation and recommendations

 

North Alabama Land Trust, AL *

Organizational assessment 
 

 

North Carolina Coastal Land Trust, Cherry Point Marine Air Station, Town of Goldsboro and Seymour Johnson Air Force base, NC

Developed selection criteria for priority land acquisition under State and Department of Defense guidelines, funding research, landowner outreach

 

Northeast Wisconsin Land Trust, WI

Executive coaching, strategic planning, organizational assessment

 

North Florida Land Trust, FL

Policy development

 

 

 

North Oakland Headwaters Land Trust, MI *

Organizational assessment


  

Open Space Council, MO

Organizational assessment  

  

Ozark Regional Land Trust, Multi-state

Organizational assessment, transition planning, leadership succession planning, land transaction guidance and review

 

Ozaukee Washington Land Trust, WI*

Executive Director Search and Transition  (work with Board) 

Conservation planning facilitation

 

Patient Privacy Rights, National

Succession planning, board development

 

Pee-Dee Land Trust, SC *

Organizational assessment
, strategic planning

 

The Prairie Enthusiasts, IL, WI, MN

Strategic planning

 

Prairie Land Conservancy,  IL

Strategic planning

 

The River Network, National River Rally Conference

Trainer, multiple years. Topics include basics of finances for boards, board engagement, annual planning, urban greenways (Weber) 

 

River Revitalization Foundation, WI

Strategic conservation planning, board training, mentoring staff in land protection tools

 

San Marcos Greenbelt Alliance, TX

Strategic planning; leadership succession planning

 

Shirley Heinze Land Trust, IN

Organizational assessment, strategic planning, accreditation preparation

 

Six Rivers Regional Land Conservancy, MI *

Organizational assessment, board retreat, board leadership development

 

Southeast Equestrian Trails, National

Training on conservation tools and opportunities

 

Southeastern Wisconsin Watersheds Trust, Inc., WI

Strategic planning

 

Southeast Regional Land Trust Conference

Trainer, multiple years. Topics include board effectiveness, board engagement, fundraising, and tapping into the power of your board

 

Spartanburg Area Conservancy, SC *

Organizational assessment, strategic planning

 

Superstition Area Land Trust, AZ

Opportunities assessment

 

Tall Pines Conservancy, WI*

Conservation planning, strategic planning

 

Texas Land Trust Council, TX

Transition planning, strategic planning, board and organizational development, client needs assessment

 

Texas Statewide Land Conservation Conference

Trainer, multiple years. Topics include building boards, board engagement, planning for the future, conservation planning and organizational development

 

Town of Sandyfield, NC

Conservation easement baseline documentation report

 

University of the Virgin Islands, US Virgin Islands

Program evaluation, project-specific research

 

University of Wisconsin-Parkside Center for Community Partnerships, WI

Trainer, multiple years for Nonprofit Leadership Conference. Topics include board development, board recruitment and orientation, succession planning

 

Valley Conservation Council, VA

Organizational assessment 

 


Valley Land Fund (TX)

Organizational assessment

 

Virginia’s United Land Trusts, VA

Statewide annual conference: board governance & stewardship funding presentations

 

WasteCap Resource Solutions, Wisconsin

Board evaluation (Governance Practices Survey) and board development

 

Wellspring Inc., WI

Succession planning for executive director

 

West Wisconsin Land Trust, WI*

In-depth organizational assessment, Strategic planning

 

West Virginia Land Trust, WV

Stewardship program assessment

 

Western New York Land Conservancy, NY *

Conservation opportunities assessment, development of project selection criteria, conservation easements review

 

Wolf River Land Conservancy, TN *

Organizational assessment