Initial Audit
Fund raising initiatives, institution reorganization, strategic planning retreats, board/staff seminars are successful in direct proportion to the quality of time given over to a pre-planning audit. This initial assessment lays the groundwork for future success.
Planning Retreats
Deely & White specialize in productive planning retreats for full boards of trustees, board committees and executive teams. We work in a variety of venues; at your site, donated meeting space or a retreat facility. Our approach incorporates systematic preplanning of retreat objectives, skilled facilitation in concert with staff/volunteers and a thoughtful, written follow-up report.
Project Management
Deely & White will provide on-going
support on major projects: strategic planning,
planned giving, executive search, institutional
self-assessment, board-staff alignment,
and board evaluation. Please contact Deely & White
to discuss terms.
Affiliated Services
Deely & White maintain an extensive network of associated firms with specialized skills. This approach gives our clients access to the full range of services provided by larger firms without the attendant overhead costs:
- Personnel recruitment
- Financial modeling
- Demographic and market research
- Legal council
- Information management-LAN network design
- Graphic design and media production [print, web, video, CD-ROM, DVD]

