Our Approach

First, we'll talk with you about your goals and determine what type of assistance will work best for you. Then we'll structure a project within your schedule and budget that gets the results you need. Frequently we will do an initial phase of work with you, then agree together to do a second or subsequent phases. We recognize that every client has unique opportunities and challenges. We are well-versed in planning and executing projects that achieve client objectives. And our attention to results and a commitment to close collaboration ensures that our clients feel confident about not only the process, but also the final products.

Our typical engagements follow four steps:
  • Project Planning
  • Data collection and review
  • Gap Analysis
  • Recommendations and Implementation Support


1. Project planning

Identify problem statement and desired outcome Specify deliverables Establish schedule and milestones Set feedback mechanisms


2. Data collection and review

Review client documents such as prior strategic plans, annual/quarterly reports, internal planning documents and proposals, internal memoranda and policies Review data from key external sources Collect data from client leadership, through interviews, surveys, focus groups Collect data from external sources, through interviews, surveys, focus groups Set feedback mechanisms


3. Gap Analysis

Analyze data to identify critical issues and gaps between desired outcome and current capacity Identify opportunities, ideas and options to inform client planning and implementation


4. Recommendations and implementation support

Develop specific, actionable recommendations and options for client consideration Assist with implementation—developing action plans, facilitating work teams, supporting senior management, keeping commitments on track



We might conduct analysis of a thorny policy issue, producing a decision brief suitable for state officials. The critical success factor: We combine analysis of your individual situation with the constant intermingling of examples and effective practices from other organizations to produce new ideas and creative solutions, often to longstanding challenges.