Strategic Innovation for Mission-Driven Impact

Strategy alone isn’t enough. In the work of justice, equity, and systemic change — your strategy needs to be innovative, inclusive, and built for complexity. Our team of experts has worked at nonprofits and mission-driven organizations and understand the unique complexities of this work. We travel to clients across the Northeast Corridor to support them in advancing critical initiatives and policy advancements.

We specialize in helping nonprofits, associations, and mission-driven organizations design strategy that aligns vision with action — across movements, institutions, and legislative landscapes.

Strategy for systems-level change — grounded in purpose, built for complexity.

Whether you're advocating for policy reform, addressing structural inequities, or scaling impact in underserved communities, we bring a framework of Strategic Innovation that balances clarity with courage, and direction with deep purpose.

We understand that social change doesn’t follow linear paths. That’s why our approach is adaptive, human-centered, and built to work within real-world systems, constraints, and coalitions. We travel to clients between Boston and Washington, DC to help organizations advance policy initiatives and social impact campaigns.

From multi-stakeholder alignment to campaign strategy, capacity-building to policy positioning — we help you move your mission forward with the clarity and structure it deserves.

Introducing our signature methodology, Heartline Strategy™.


Our Expertise

Strategy Innovation, for us, is about bringing the heartbeat of your organization to life. That’s why our work spans across six integrated focus areas — each designed to bring Strategy Innovation into the parts of your business where alignment, clarity, and change matter most.

  • Portfolio development, competitive analysis, goal setting, and vision development for long-term growth vision.

    We help clients gain clarity and direction to improve performance and position themselves for success in pursuit of long-term objectives. Our consultants partner with clients by assessing internal and external factors of change on progress toward strategic goals to develop a strategic multiyear roadmap that guides decision-making with foresight and analysis of competitive dynamics and core strengths. We help clients unlock their superpower, gain clarity and direction to improve performance and position themselves for success in pursuit of long-term objectives. Our consultants partner with clients by assessing internal and external factors of change on progress toward strategic goals to develop a strategic roadmap that guides decision-making with foresight and analysis of competitive dynamics and client core strengths. In doing so, clients stay focused on long-term strategic objectives and remain agile for a rapidly evolving business environment.

    Focuses Include:

    • Annual Planning

    • Goal Setting & OKRs

    • Key markets and products profitability analysis

    • Competitive advantage analysis

    • Resource and capacity planning

    • Growth Strategy

  • Market, Opportunity, Profitability, Business Model Analysis for medium-term growth vision. 

    With more than 20 years of strategy experience, we have the capabilities to deliver tailored solutions that scale to achieve a lasting competitive advantage in an evolving landscape. Our business-unit growth strategists advise on profitability, business & revenue modeling, offering analysis, and growth frameworks to help clients understand and pursue relevant opportunities and markets created. We have an unwavering and unparalleled commitment to creating solutions as partners in your growth. We work alongside you to envision a future for your business and the solutions you build, set clear expectations and goals, and turn vision into reality.

    Business unit strategies focus on solutions that harness team and product-level strengths and strategically rollout resources and programming for optimal growth.

    Services Include:

    • Go-To-Market Planning

    • Capability Development

    • Team-Level OKRs Planning

    • Operational Effectiveness

    • Risk Analysis

  • Design and implementation of strategy, goals, resources, and capacity planning.

    Our team of award-winning strategists is passionate about designing strategic approaches to everyday operations to link strategy with broader capabilities and resources. We partner with key stakeholders in your organization to design a forward course that considers current realities and defines a vision for the future. On an ongoing basis, we examine strengths, weaknesses, resources, and opportunities that help in guiding the implementation of your overall strategy. Using these insights, your consultant designs a strategy that sets a direction that anticipates future industry trends, creates a vision, articulates your purpose, and sets strategic goals both long-term and forward-focused. The process involves creating a plan that guides decision-making on allocating resources to attain strategic goals that inform operational goals and incremental milestones, and the plan remains agile enough to allow for recalibrating when necessary and redistributing resources based on internal and external forces.

    Services Include:

    • Strategic Plan Development

    • Evaluation of company performance against strategic goals

    • Benchmark development

    • Management system development for planning and performance tracking

  • Brand Identity, Brand Differentiation, Positioning, and Storytelling.

    Having a single product or service that performs is no longer sufficient for long-term success. To succeed in today’s landscape, businesses must manage their product portfolio by making smart capital investments and leveraging strengths to propel and sustain growth. But, which products are your most profitable or have the greatest potential? Our approach is to ensure your product portfolio and resources align with your long-term vision and strategic objectives.

    In addition to brand and messaging, a key component to your positioning is pricing. Your pricing strategy is critical to delivering significant value to the bottom line through profitability, but has to connect with the right audience. Our consultants work with clients to unlock capabilities, processes, and mindsets that unlock the power of pricing for sustainable growth. And, designing the right pricing strategy to the product life cycle is critical. Context, analytics, people, technology, and processes aligned to the broader market, channels, competitors and customers all are factors in an effective pricing strategy, and they need to be continually measured, assessed, and improved. We work with clients to develop pricing strategies with a holistic perspective to support profitability and growth, and optimize value capture across core audience.

    Services Include:

    • Product & Profitability Audit

    • Revenue Modeling

    • Pricing Audit and Strategy

    • Product Audit & Profitability Analysis

    • Discount & Promotion Strategies

  • Go-to-Market and growth, market expansion, segmentation strategies.

    Learn More.

  • Leadership, culture, and team development.

    Your high-performance culture is critical to your company’s success and essential to achieving a sustainable competitive advantage, but this can be difficult to achieve. From attracting high-caliber talent and skills to outperforming peers, a culture can empower your team, align resources, and advance your mission. Our consultants bring strengths drawing on psychology, neuroscience, management consulting, and talent development to deliver strategic solutions that help you activate an inspiring culture that is embedded in all that you do.

    Focuses Include:

    • Purpose & Values Definition

    • Team Structure

    • Culture Definition

    • Executive Coaching

    • Team Workshops


Client Work

Our consultants have worked with leading global brands and nonprofits across sectors and industries to deliver strategic solutions that create a lasting impact.

  • Salvation Army
  • Back on My Feet
  • CARE.org
  • SOME
  • Association for Talent Development
  • Association for Talent Development
  • McCormick
  • Kelloggs
  • Johnson & Johnson
  • EndeavoRx
  • T Rowe Price
  • John Deere