Types of Engagements
I offer flexible, bespoke engagements tailored to client goals, budgets, capacity, and context — from short advisory engagements to long-term retainers and implementation support — designed to match your organization’s needs. Engagements can be scaled up or down depending on needs — from a few hours of advisory work, to a focused, output- and deliverable-driven project, to long-term accompaniment. Common types of engagements are described below. All activities can be customized and blended to meet client needs.
Advisory Services
Short, strategic engagements designed to provide insights, expert guidance, and decision support across key areas such as organizational strategy, fundraising positioning, and partnership development.
These services encompass discussions and reviews of strategic, business, or program plans; thorough preparation of business cases; dedicated support for Executive or Board meeting preparations; detailed strategic reviews; and expert assistance with the development of effective fundraising plans, compelling proposals, and targeted funder engagement strategies.
Consulting Services
Structured projects that integrate comprehensive analysis, skilled facilitation, and well-defined deliverables, encompassing strategy development, program design, organizational growth, and resource mobilization planning.
Typical examples include in-depth strategic and organizational reviews; the creation and refinement of strategic, business, and fundraising plans; thorough program design and detailed implementation plans; the design and coordination of collaborative initiatives; as well as organizational and business model evaluation and redesign.
Facilitation Services
Expert facilitation for workshops, retreats, consultations, and partnership dialogues—carefully guiding each session to ensure productive discussions and clear, actionable outcomes.
Our services encompass comprehensive planning, thoughtful designing, and skillful delivery of executive, board, and team retreats; facilitation of collaborative partnership retreats; and the creation and execution of social innovation convenings, among a variety of other tailored facilitation offerings.
Content Development
Engagements that primarily focus on the strategic design and thorough content development of specific assets, including but not limited to framing documents and detailed business cases, comprehensive strategic reports prepared for Boards, Executive teams, or other key stakeholders.
This also encompasses program impact reports, well-crafted concept notes, persuasive proposals, and a variety of other fundraising content. Additionally, such engagements cover content specifically developed for impact-driven events, high-level convenings, or collaborative dialogues aimed at advancing shared objectives.
Training Services
Practical, customized capacity-building specifically designed to strengthen the skills, confidence, and capabilities of your team, enabling them to effectively deliver on strategic goals while successfully navigating complex programmatic or partnership environments.
This comprehensive approach includes a diverse suite of tailored offerings such as interactive workshops and expert-led masterclasses focused on partnership development, fundraising strategies, and strategic planning essentials. Additionally, we provide specialized programs for boards and leadership teams, hands-on coaching to build and enhance internal competencies.
Outsourced Support
Comprehensive, hands-on execution support designed to help you effectively transition from strategic planning to successful delivery, especially when internal resources or capacity are constrained.
This includes a variety of tailored solutions such as retainer services to assist with the implementation of strategy or organizational transformation initiatives, outsourced development and fundraising functions, dedicated secretariat support for multi-stakeholder collaborative projects, and interim program or project management to maintain momentum and ensure continuity.
“I had the pleasure of working with Jean-Louis at ClimateWorks and shared many wonderful experiences -- working closely on our journey to building a new area on the climate and health front, his leadership in building out a new communications plan for the organization -- new website, editorial work plans for our communications effort, and deep interest in collaboration. Thoughtful, warm, kind, strategic and considerate, friendly and disciplined -- these are the many qualities he has and working with him was a true pleasure.”
— Surabi Menon, Vice President, Global Insights, ClimateWorks Foundation, San Francisco, California
