Providing guidance to mission driven organizations on their journey to make an impact and to keep themselves accountable to their vision and goals
About
Founder and Principal, Susie Lee, has a career in mission driven, non-profit work that spans over two decades at the local, national, and international levels.
In her experience as the Executive Director of a private foundation, a Monitoring and Evaluation Program Officer at a global health organization, and a Manager and Director of direct service programs at community-based non profit organizations in New York City, she has reviewed and developed hundreds of monitoring and evaluation plans for various public health and other mission driven programs. She has expertise in creating performance reports and policy papers for a myriad of audiences, including Boards of Directors, as well as external stakeholders.
Susie has participated in, staffed, and led numerous partnerships, working groups, learning collaboratives, and coalitions. She believes that committed time and resources and relationship building are key in making these succeed.
Active in her community, she serves on the Board of Directors of the Northern Virginia Health Foundation and Virginia Health Catalyst. She also served as a volunteer ESL teacher for many years.
Susie has a Bachelor of Arts in Anthropology with Honors Distinction from the University of Pennsylvania and a Master of Public Health from the Mailman School of Public Health at Columbia University.
Services
Impact Framework Development
We specialize in helping mission-driven entities, including foundations, non-profit organizations, coalitions, and working groups, develop effective plans to assess their impact and keep themselves accountable. How we can help:
Initial Assessment
Review your current M&E framework and identify gaps in your approach
Examine tools (e.g. Theory of Change, Logic Model) you currently use and how they are being applied
Impact Framework Development
Revise, strengthen, or create an M&E plan to help you assess progress in meeting goals
Provide guidance on how to consider equity and/or apply a trust-based philanthropy lens in your M&E plan
Provide trainings for grantees on how to create a Logic Model or Theory of Change
For foundations, consider how to assess impact of non grantmaking activities
Ongoing Monitoring and Evaluation
For organizations with an M&E plan in place, we can focus on optimizing those ongoing efforts. We can help shore up your processes:
Routine Monitoring and Reporting
Build a reporting structure that communicates your success clearly and effectively
Create monitoring tools such as grantee reporting templates with an equity and/or trust-based philanthropy lens
Compile data and information from grantee reports into summary presentations or reports to Boards of Directors or other stakeholders
Outsourced Program Services
We provide support for organizations seeking assistance with a myriad of program support. We act as an extension of your team to help you achieve strategic goals. Here are examples of how:
Meeting Facilitation
Provide skilled facilitation for your meetings, working with you to ensure useful meetings
Strategic Convening
Plan and organize convenings that are a catalyst for action.
Coalition and Partnership Building
Help build coalitions, partnerships, and working groups that advance your mission, by nurturing relationship-building
Create impact frameworks for these groups
Document work of these groups that seek to achieve collective impact
Let’s connect
If you’re interested in having a conversation about how we could work together, please provide your information, and we will contact you soon. We look forward to connecting.
