tools and methods

We leverage tools and methods from a variety of disciplines - strategic management, innovation and entrepreneurship, organizational development, strategic communications, business development and fundraising. This page introduces some of our most commonly used methodologies and approaches.

For more information, please contact us at info@boldsv.com.

 

Organizational assessments

Organizational assessments allow organizations, teams, and their partners to highlight strengths, reveal blind spots, identify areas of opportunity and vulnerability, and prioritize strategies, actions, and investments. They can be used as a formative tool, to inform strategy, or as an evaluative tool, to inform learning and continuous improvements. 

Our assessments use a variety of methods, including stakeholder interviews, focus groups, surveys, benchmarking and best practice reviews, and secondary research. They create an analytical and collaborative foundation for teams and partners to evaluate opportunities, make decisions, and mobilize for action. Our assessments are developmental, participatory, inclusive, and based on appreciative methods of inquiry.

Assessments vary in terms of duration, scope, and cost. Rapid/snapshot assessments can last a few days (for small organizations) or a few weeks, while more in-depth evaluations will typically last a few months. Recurring, e.g. annual, assessments help organizations review their progress and prioritize actions on an ongoing basis. We also provide targeted methodological support to organizations that have sufficient internal capacity to execute on these assessments, but simply need a partner to help them design and develop assessment tools, approaches, and methods.


landscape assessments

Organizational assessments allow organizations, teams, and their partners to highlight strengths, reveal blind spots, identify areas of opportunity and vulnerability, and prioritize strategies, actions, and investments. They can be used as a formative tool, to inform strategy, or as an evaluative tool, to inform learning and continuous improvements. 

Our assessments use a variety of methods, including stakeholder interviews, focus groups, surveys, benchmarking and best practice reviews, and secondary research. They create an analytical and collaborative foundation for teams and partners to evaluate opportunities, make decisions, and mobilize for action. Our assessments are developmental, participatory, inclusive, and based on appreciative methods of inquiry.

Assessments vary in terms of duration, scope, and cost. Rapid/snapshot assessments can last a few days (for small organizations) or a few weeks, while more in-depth evaluations will typically last a few months. Recurring, e.g. annual, assessments help organizations review their progress and prioritize actions on an ongoing basis. We also provide targeted methodological support to organizations that have sufficient internal capacity to execute on these assessments, but simply need a partner to help them design and develop assessment tools, approaches, and methods.

 

Overview

Mentoring and coaching helps organizations and leaders with light-touch guidance and support.  Mentoring and coaching is a capacity-building approach that typically takes place over a period of time, as leaders and teams conceive and execute a program or initiative. Mentoring and coaching provides guidance to organizations in the process of building new ventures, developing organizational strategies and plans, or executing growth strategies.

Benefit

Mentoring is valuable for leaders and organizations that need a thought partner, guide, and coach on hand, but want to retain most execution capacity of their initiative in-house. Via mentoring services, clients gain immediate access to our expertise, experience, and insights.

Method

Mentoring and coaching services are capacity-building services, provided virtually or in person. They are typically delivered on a periodic basis - weekly or monthly - and designed to help leaders and teams think through complex challenges, and develop plans to address them. 

Delivery

Services are typically priced based on hourly/daily rates of the consultants involved, or on a firm fixed price basis for targeted deliverables.

Photo by {artist}/{collectionName} / Getty Images
Photo by {artist}/{collectionName} / Getty Images

Structured consulting

Consulting services are time-bound projects that help organizations gather insights and develop strategies and plans to address strategic and operational challenges. They typically involve a discovery phase to gather research, findings and insights, an analysis phase where data is processed and priorities established, and a strategy phase where action plans are established.

Benefit

Structured consulting projects provide value for organizations that need a methodical deep dive to guide an initiative, tackle a complex management challenge, explore an opportunity, weigh options, make decisions, and map the way forward. They serve leaders and teams by creating a shared baseline of data and insights, and provide opportunities to weigh and discuss options and scenarios and align the organization toward shared goals and strategies.

Method

Consulting projects are phased engagements that typically involve discovery, analysis, strategy development, and action planning. They are delivered virtually or on site, and blend analytical and facilitative approaches. The analytical phase provides a shared foundation of insights, while collaborative methods allow teams and leaders to review findings and recommendations, and develop strategies and plans. Recognizing that decision-making in organization is not perfectly linear and sequential - we adopt iterative processes that enable an organic process of discovery and decision-making.

Delivery

Consulting assignments are deliverable-driven, and typically priced on a fixed price basis, when the goals and scope are well-defined, or on a time and materials basis, for scopes of work that are more fluid. They can last a few weeks or a few months, depending on the issue they address, or size and complexity of the organization.