Center for Nonprofit Excellence
Consulting

Consulting

Whether you need informal consulting, professional coaching or a consultant referral, the CNE is your link to resources to benefit your organization.

Stanford Alumni Consulting Team
in Monterey Bay

Overview

Stanford_ACT_consulting

Stanford ACT members assist Housing Resource Center

Each January, nonprofits can apply for pro bono consulting from the Stanford Alumni Consulting Team (ACT) in Monterey Bay. The Stanford ACT team of business school alumni and business executives bring decades of private business sector management expertise to participating nonprofits, which dedicate staff (or qualified volunteer) time to the process. Stanford ACT was established on the Central Coast in 2005. They have completed over 40 projects assisting 30 organizations in Monterey County. The team of ten consultants provides pro bono business consulting with a core focus on utilizing for-profit management techniques in nonprofit organizations.

Dan-ShapiroThis was an outstanding project – far beyond what I had expected. The (relatively) long-term nature of the project allowed us to build strong interpersonal relationships that motivated our collective work together. – Dan Shapiro, PhD, Board Chair, Everyone’s Harvest

Team Bios

Members of Stanford ACT in Monterey Bay

StanfordACTThe services of the Stanford Alumni Consulting Team (ACT) in Monterey Bay are offered by the Stanford University Graduate School of Business Alumni Association in partnership with the Community Foundation for Monterey County. The Stanford ACT in Monterey Bay is composed of ten consultants. The members of the team hold three doctorates, ten master’s degrees, including six MBA’s (from Stanford and Harvard). In addition, the members average over 30 years of senior management experience. Their experience ranges from startups to key management roles in five corporations with revenues over a billion dollar each.

Barbara Bishop
Stanford ACT member since 2002 specializing in marketing and strategic planning. BA Economics, MBA, Stanford University. 18 years of management experience in Marketing, Business Planning, and Channel Development, 21 years at Hewlett Packard; several years at SRI International, and other consulting firms. Responsible for a $600M business at HP; strong services and process background.

George Dies
Stanford ACT member since 2009 specializing in financial management, general management, and strategic planning. BA Economics, Princeton; MBA, Stanford GSB, both with honors. 30 years of management experience in High Tech. Director of Strategic Planning HP Laboratories. Foreign Service officer. Volunteer in numerous nonprofits in environmental and religious fields. Fluent in German and French. Skills in Dutch and Turkish.

Jim Graber
Stanford ACT member since 1991 in Silicon Valley, since 2005 in Monterey.  Led or worked on over 35 projects.  Primary focus is general business, governance, administration and finance. BA Univ. of Pennsylvania, MBA Stanford University. 40 years senior management experience in finance and general management in a variety of industries, primarily as CFO. Firms varied from start up to mature organizations, both public and private.

Sandy Hale  
Stanford ACT member since 2013 specializing in strategic planning, finance and nonprofit management. BA Stanford University, MBA Harvard University, Ph.D. Economics University of Vienna. 30 years senior management experience.  Former senior official U.S. Environmental Protection Agency; founded two international consulting firms, both sold to Fortune 100 companies; head of the business school and interim Dean, CSU Monterey Bay.  Former Chair, President, and Board Member of several major nonprofits.

Catherine Hambley, PhD
Stanford ACT member since 2013 specializing in executive coaching and strategic planning. B.S, Nursing, University of British Columbia; M.A, Psychology California State University; Ph.D., Psychology, University of Pittsburgh. 20 years experience as a consulting Psychologist and talent development professional specializing in executive development, succession planning, and strategic planning.  Member of several Boards of Directors.

Bruno Kaiser
Stanford ACT member since 1988 and former member of Board of Directors of Stanford ACT Palo Alto. Specializes in marketing, strategic planning, and business plans, especially for new smaller businesses. BEE Ohio State; MBA Stanford GSB, Law studies at Akron Law School. 40 years of management experience in business consulting, and technology companies both small and large.  Extensive marketing experience in US and International situations.

Alex Lilley
Stanford ACT member since 2005 specializing in project management, data analysis and strategic planning. BS in Electrical Engineering, Princeton; MBA, Stanford University. 30 plus years of management experience in Sales Support, Product Planning and Project Management at IBM. Led projects on a national level.  Board chairman of a property management business, responsible for strategic and financial direction.

Brooks McChesney
Stanford ACT member since 2009 specializing in general management and strategic planning. BA History and Political Science, Stanford: JD Cornell University. 30 years of management experience. Founder and senior executive at several Silicon Valley HiTech companies, Led several VC and Corporate funded startups, Corporate Counsel for two Billion Dollar organizations

Denny K. Paul, CFA
Stanford ACT member since 2006 specializing in financial, marketing, business planning, and general management. Bachelor of Electrical Engineering, Cornell; MSEE, Stanford; MBA studies at Stanford and Santa Clara University; Chartered Financial Analyst. 30 years of Management Experience, Four Silicon Valley Start-ups in Market Research, Computer Sales and Software Development;  held financial, sales, and general management positions in the US, Canada, and Europe.  Extensive acquisition experience.

Ian Priestnell
Stanford ACT member since 2013 specializing in sales, marketing and strategic planning. Licenciate Royal Institute of Chemistry (LRIC), U.K.; Executive MBA, Stanford University. 28 years of management experience in a sales & service-oriented business, followed by global management on 4 continents of a $1 billion business.  Experience in acquisition & divestment projects.

Claus H. Shelling
Stanford ACT member since 2016 specializing in general management of small companies, as well as employee benefit and company insurance programs. BA Economics and MBA Stanford University. A life insurance broker in Palo Alto for many years specializing in business continuation, employee benefits, retirement planning (pensions and profit sharing), and charitable estate planning. Many of his clients were small Silicon Valley business owners. He also managed and arranged the sale of a significant family business. He has served on numerous nonprofit boards.

David Warner
Stanford ACT member since 2016 specializing in general management, bank relations and finance, and strategic planning. BA Economics Dartmouth College, MBA Stanford GSB International Finance. 40 years of management experience in U.S. and Asian banking. Founder and management of several community banks. Peace Corps in Sri Lanka with World Health Organization project. Officer and director for Hartnell College Foundation.

Ron Wormser
Stanford ACT member since 2010 specializing in board development, financial planning, and build-outs of new and young organizations.  BA Political Science, Ohio University; MA Administration of Higher Education, Syracuse University. 40 years as executive with nonprofits in higher education, international research centers and performing arts; 8 years consulting in board development, finance, fundraising and executive coaching. Author of book on fundraising published by BoardSource.

Project Types

Project Types

What we do

  • Board development and governance
  • Business model analysis
  • Business plans for specific projects
  • Financial evaluation, planning and reporting
  • Marketing and branding
  • Organizational business model development
  • Organizational development
  • Strategic planning

Who we Serve

  • Community Services
  • Cultural Organizations
  • Education
  • Healthcare
  • Housing
  • Legal Services
  • Social Services

How we do it

  • Broad experience
  • Senior business experts in many fields
  • Two to six consultants participate in each project
  • The nonprofit and Stanford ACT work together as a team to resolve issues
  • Team applies for-profit business techniques to nonprofit issues
  • Research and implementation
  • Specialized surveys
  • Manage nonprofit board retreats to develop agreed on strategic plans
  • Teach techniques while solving problems so organizations can do it themselves

Apply

Stanford ACT Application Process

  • January – Applications are due in late January each year: January 26, 2018.
    • Stanford ACT team and CNE staff review written applications.
  • February – Stanford ACT team meets with applicants as needed.
    • Stanford ACT team and CNE staff select projects based on the fit between the organization’s need and the team’s capabilities, applicant’s ability to participate in the consulting process and potential community impact.
  • March – Organizations are notified of selection decision and consulting begins. All applicants are notified of decisions by the end of March.
  • October – Projects typically last through October when a final presentation is made to the organization’s board in conjunction with staff participating in the project.

Past Stanford ACT Projects

  • AIM, 2016
  • ARIEL Theatrical 2011
  • Big Sur Health Center 2012
  • Big Sur Land Trust 2007
  • Carmel Art Association 2012
  • CASA of Monterey/ San Benito Counties 2011
  • CCHAS 2010
  • Center for Photographic Art 2013
  • Central Coast Center for Independent Living 2007
  • Community Foundation of San Benito County Status of Women 2013
  • Community Human Services 2010
  • Conflict Resolution Center 2014
  • Dorothy’s Kitchen 2010
  • Every Kid Can Fly 2014
  • Everyone’s Harvest 2014
  • First Tee of Monterey County, 2011, 2012
  • Girl Scouts of America, Monterey Bay 2006
  • Homeless Coalition 2009
  • Homeless Garden Project, 2016
  • HOPE Services 2010, 2014
  • Housing Resource Center 2014, 2015
  • ITN, 2016
  • Jacob’s Heart Children’s Cancer Support Services 2013
  • Kernes Pool, 2016
  • Ladies First 2015
  • Legal Services for Seniors 2013
  • Lyceum 2007, 2008
  • Meals on Wheels 2009, 2010
  • Monterey Adult School 2007
  • Monterey Youth Hostel 2005
  • MY Museum 2006
  • National Steinbeck Center, 2016
  • Rancho Cielo 2006
  • Read to Me Project 2015
  • Salinas Police Activities League 2013
  • Save our Shores 2008
  • Second Chance, 2016
  • Sun Street Centers 2005, 2016
  • United Way Monterey County, 2016
  • Watsonville Film Festival, 2016
  • YWCA 2009

Client Testimonials

Stanford ACT Client Testimonials

Salinas Police Activities League
The business plan the Stanford ACT team helped us develop in 2013 has served us well and we have adapted it to changing circumstances. The plan is still in use today and has been a key element in managing the Armory renovation to serve expanded youth programs. – Steve Furtado, Board Chair, Salinas PAL

Center for Photographic Art (CPA)
The Center for Photographic Art Board of Trustees is grateful to the Stanford ACT team for the year of counseling we received in a number of organizational areas including governance, marketing and strategic planning. The process was useful, appreciated and yielded new clarity and energy. CPA reset its mission and is realizing the benefits of focused strategic planning – Jerry Takigawa, President, Board of Trustees, CPA

Everyone’s Harvest
The Stanford ACT team shared an enormous amount of information and knowledge on how to strengthen the nonprofit board, moving our organization to the next step of governance. Our work with the Stanford ACT propelled our organization to the next level. Focused on market and organizational growth, the ACT team ensured we asked the right questions, stayed true to our goal, and achieved results! – Iris Jehle-Peppard, Executive Director, Everyone’s Harvest.

Legal Services for Seniors
Legal Services for Seniors greatly benefited from the Stanford ACT’s experienced team. With their help we’ve focused our development strategy, resulting in enhanced development and fundraising. – Philip Geiger, Development Director, Legal Services for Seniors

Ladies First
It was a honor and a privilege to work with such caring, knowledgeable professionals. The belief and support they showed for Ladies First encouraged me to know that our organization and mission has value, and that we can strive for excellence. Their time and investment will allow us to take Ladies First to a higher level of success.- Yolanda Pruitt, Founding Executive Director, Ladies First.

Consultation with CNE Staff

We offer informal, confidential conversations to help you think about new ways to approach challenges in your nonprofit organization. Topics can range from board relations to strategic decisions to leadership questions. Available in both English and Spanish. What’s on your mind? Contact our Director to discuss it.

Nonprofit Consultant Directory

  • Visit this free, online, searchable Nonprofit Consulting Directory of consultants serving Central Coast nonprofits.  Developed through a collaboration between the Community Foundations for Monterey, Santa Cruz and San Benito counties.

Listings posted by consultants – not vetted by the Community Foundation for Monterey County. Read our listing policy and disclaimer.

Jan-SaxonWe have been moving forward with the Action Plan that our consultant helped us create. That process has proven to be hugely beneficial for us.
– Jan Saxton, President, Aromas Community Grange

Work with a Coach

A leadership coach can offer new perspectives, build confidence and renewed energy, and support accountability and creating problem-solving in executive level leaders. Local coaches are listed in the online Nonprofit Consulting Directory. Executive Directors can apply for support to cover fees through Organizational Development grants and do not need to discuss this proposal with board members.