A selection of current and past clients:

American Alliance of Museums
Facilitating a series AAM-logo copyof conversations and retreats for the Strategic Planning Committee and Board of Directors of the AAM, a 108 year-old membership organization of 21,000 museums, individuals and corporate members developing best practices, sharing knowledge and providing advocacy on issues for the museum field.

Minneapolis Institute of Arts
MIAlogoMultiple projects Mia including facilitating a Strategic Planning Process for the encyclopedic art-museum in Minneapolis home to 83,000 objects and visited by over 500,000 people annually; and  facilitating a process for identifying and unifying metrics for measuring visitor engagement among a consortium of art museums including: The Nelson –Atkins Museum of Art, Art Gallery of Ontario, the Art Institute of Chicago, the Museum of Fine Arts, Houston, the Philadelphia Museum of Art and the High Museum of Art.  Participants included Chief Operating Officers, Chief Engagement Officers, Directors of Visitor Services, Membership and Public Affairs Departments, Researchers and Heads of Strategy.

Brown Arts Initiative at Brown Universitybrown-arts-initiative-2
Conducting research analysis and program development services to assist the BAI in exploring concepts for a new professional certificate program. The BAI cultivates creative expression and fosters interdisciplinary connection between faculty and students, artists and scholars and builds on the University’s reputation for arts exploration and experimentation.

Zellerbach Family FoundationZellerbach341x
Assisting Foundation leadership to review and update a strategic framework and theory of change for the Foundation’s Promoting Culture program.


SouthArts Logo
Facilitating a multi-day planning meeting of directors from the nation’s six Regional Arts Organizations (US RAO). SouthArts, and its peer agencies, supports the professional development of artists, arts organizations and arts professionals and presents, promotes and produces regionally based cultural programming.


Munson Williams Proctor Art Institute Smuin logo
Guiding a comprehensive strategic planning process for the 100 year old regional arts center in Utica, NY. MWPAI’s campus and programs include a Museum of Art, Performing Arts Division and an Art School in collaboration with the Pratt Institute.


\Smuin BalletSmuin logo
Assessing opportunities to strengthen Board governance policies, facilitating a Board retreat and creating materials to support Board and Staff leadership growth at the San Francisco-based contemporary ballet company.

The Chipstone Foundation Screen Shot 2018-01-29 at 11.43.55 AM
Assisting the Board and Executive team in a review of key Foundation priorities, activities and longer term strategic outcomes. The Chipstone Foundation preserves the Stone collection of American furniture and historical prints at a historic home in Fox Point, Wisconsin and supports scholars and museum curators to promote and enhance appreciation and knowledge of American material culture.

Chamber Music America
Presenting findings and facilitatichamber-music-americang a conversation among CMA members including jazz musicians and presenters  on a national report on trends and conditions affecting U.S. artists.


Spencer Museum of Art, University of KansasSpencer Museum logo 2
Facilitating a series of discussions with the staff leaders at the Spencer Museum of Art and guiding a planning process that results in a new Strategic plan. Founded in 1917, The Spencer Museum of Art at the University of Kansas houses a collection of 38,000 artworks spanning European and American art and major holdings in East Asian Art as well; it also includes KU’s ethnographic collection of 10,000 Native American, Latin American and Australian works.

American Bookbinders Museum ABM logo 164x168
Facilitating a comprehensive mission, vision, strategic planning process with the leadership team of this San Francisco Museum telling the story of how books are made and their importance to society.



The Initiative for Sustainable Arts in Americaisaa_logo_new
A project of The Hauser Institute for Civil Society at Harvard University & The Foundation Center in partnership with Fractured Atlas. Engaging policy makers, funders, non profit administrators, artists and individual donors in a national, multiyear project to create new technology and galvanize new networks to spur data driven conversations in the arts sector, leading to better decision making within organizations and across the field.

Center for Cultural Innovation
Collaborating with CCI CCI Logo and a small team of researchers to conduct Expanding Investments in Creatives, the first comprehensive analysis of the support systems artists in America have (and the ones they really need) in nearly fifteen years. In partnership with the National Endowment for the Arts (NEA) and with funding support from the Doris Duke Charitable Foundation.

Cal Shakes (California Shakespeare Theater)
Analyzing the organization’s data CalShakesLogo to assess the 40 year-old company’s finances, operations, programming and audience patterns; incorporating the findings in a dashboard of Key Performance Indicators and a strategic direction setting process with staff and Board leadership; and facilitating a retreat with the full Board.

Shotgun Players
Assisting the Board of Dshotgunirectors to identify the most important areas for strengthening Board engagement and capacity through a custom-survey tool and facilitated meetings with the Executive Committee and full-Board.  As a result of the engagement Shotgun, a 25 year old Berkeley theater company,  created an action plan for Board trainings, key conversations and process reform around top priorities.

The Oregon Jewish Museum & Holocaust Education Center OJMlogo100
Facilitating Board meetings and working with Executive Leadership to identify key facility related priorities, developing a planning process for addressing them and researching and authoring a feasibility study for space expansion. Based in Portland, the OJMCHE interprets the Oregon Jewish experience, explores the lessons of the Holocaust and fosters intercultural conversations though museum exhibits, archival collection and live programming.

The Collaborative/Rhode Island State Council on the Artsthe-collaborative

Creating an evaluation framework in partnership with academics at Brown University, Bryant University and the University of Rhode Island to support the Rhode Island State Council on the Arts and the Rhode Island Historical Preservation Commission to measure the return on a $35million state investment in cultural infrastructure.

San Francisco Chamber Orchestra
Assessing the organization’s capacity to collect audience data, adapting existing and creating new SFCO Logo tools for measuring audience engagement and advising staff in how to efficiently gather and apply information about who they serve and how they can serve them better. The SFCO provides over 40 free classical music concerts a year to Bay Area youth, families and seasoned concert-goers.

San Francisco Shakespeare Festival (SF Shakes)
Facilitating meetings with the Board and Staff, and providing advice to the Executive Director, as SF Shakes logothe nonprofit developed strategies for growing organizational capacity, engaging audiences more deeply in its programs and establishing meaningful metrics for ongoing performance measurement. And facilitating a strategic planning process.

San Benito Cultural Arts Council San Benito.png
Reviewing current data engagement practices and supporting the council to implement light-weight tools for improved data collection, program analysis and external reporting.

Kenneth Rainin Foundation Impact Grant ProgramRaininLogo
Assisting small and mid-size theater and dance companies to develop multi-year capacity building plans. Work with these groups included strategic goal setting and logic model development, analysis of current staffing structure and workflow, identifying opportunities for earned and contributed income growth, and coaching executive and artistic directors who received Rainin Impact Grant awards.  Consultation was provided to: Cutting Ball  (theater),  Fresh Meat Productions (dance), Joe Goode Performance Group, Levy Dance, RAW DanceRobert Moses Kin Dance Company, Axis Dance Company, Z Space, SAFEhouse Arts, Amy Siewert’s ImageryIntersection for the Arts, Dancers GroupJess Curtis/Gravity, Shotgun Players, Hope Mohr Dance and Theatre Bay Area.

krf logo matrix2.jpg

Theatre Bay Area
Conducting internal program assessment, Theatre-bay-area-logoexternal research and peer benchmarking, and developing communication frameworks for Northern California’s largest arts service organization, dedicated to serving theatre and dance artists and companies. 

Flyaway Productions
flyaway_logo Working with the Executive/Artistic Director to develop a multi-year capacity building plan that included strategic goal setting, analysis of current staffing structure and workflow, identifying opportunities for earned and contributed income growth, and external input from peer organizations and stakeholders. Flyaway is an apparatus based dance company that offers classes to adults, and youth and presents work that exposes the range and power of female physicality.

frameline_logo Facilitating a strategic planning retreat for the Board of Directors and staff of the world’s largest LGBT film festival and distributor of LGBTQ film.

The Crucible
Providing a custom-training to Crucible 100the Board of Directors enabling them to be more effective in raising funds for Oakland’s center for industrial arts. Through the training the Board became better aligned with the goals and capacity of the nonprofit’s Development staff, and better equipped to identify and cultivate donors, to solicit requests and steward relationships.


Emerging Arts Professionals EAP_Logo_2011
Facilitating leadership-team meetings, developing a logic model and theory of change, drafting strategic planning documentation for the San Francisco based professional network.

Playwrights Foundation playwrights logo
Guiding a strategic planning process for one of the nation’s foremost new play development centers.


San Francisco Friends of Chamber Music sffcm logo
Assessing current fund development strategy and advising on approaches to growing institutional support for the service organizations’ premiere programs: SF Music Day and the Musical Grant Program.

Arts for a Better Bay Area
ABBA_logo Facilitating a goal setting and organizational development retreat for the leadership group of the regional arts advocacy organization.

Presenting at a workshop for Fortune 100 Chief Innovation Officers.

California Film Institute cfi logo 2
Projects for CFI have included: Developing internal planning tools and systems to aide in aligning ongoing operations between departments in support of the organization’s strategic objectives; creating a reference document for Board members to understand their roles, responsibilities and to codify Committee structures and procedures; developing an Emergency Succession plan for the Institute. CFI produces the Mill Valley Film Festival and operates the Smith Rafael Film Center & facilitating an after-action wrap meeting with the full 40 person staff or the Mill Valley Film Festival.

Mill Valley Philharmonic  mill valley phil logo
Coaching the Executive Director and Board Members of the community orchestra on issues of fund development and communications planning.

One Found SoundOFS logo
Coaching the leadership groupof a conductorless chamber group to grow their new organization and address management challenges.

Presented lecture on network-based organizational strategy to leaders of Fortune 100 companies

Catamaran Literary Reader catamaran_logo
Advising the founder and Board members on individual and institutional fund development for a nationally-circulated quarterly publication for writers and visual artists.