Executive Transition Consultant

Consultant Details:

Contact: Allison Fuller
Name of Firm: Envision Consulting
Language Spoken: English, Spanish, French
Website/LinkedIn URL: http://www.envisionnonprofit.com

Consultant Expertise

Organizational assessments, Board development, Recruitment, Transition consulting & project management

Program Areas

Arts and Culture, Community and Economic Development, Education, Environment, Health, Human Rights, Human Services, Philanthropy, Public Affairs, Social Sciences

Legal Structure of Organization:

LLC

Year Practice Founded:

2010

Number of Individuals in Firm:

4

Names and Titles of Individuals in Firm:

Matt Kamin
Co-Founder and Managing Partner
Allison Fuller
Co-Founder and Managing Partner
Jennifer Lobenhofer,
Director of Strategy Services
Valerie Lord
Senior Consultant Melissa

Firm or Consultant Address:

594 E. Colorado Blvd. #230 Pasadena, CA 91101

RFQ Contact Name:

Allison Fuller

RFQ Contact Phone:

626-714-7577

Geographic area currently served by firm (select all that apply):

USA

How would you describe the range of diversity reflected in your firm’s consultants and leadership (or self, if sole practitioner)?

Envision consultants reflect much of the vibrant diversity of our communities in terms of ethnicities, languages spoken, sexual orientation, religion, socio-economic background, ages, professional experience, and geographic origin. Our consultants identify as Latinx, AAPI, Caucasian, Christian, and Jewish. We incorporate cultural competence and diversity through many facets of our work, including organization assessments, strategic planning, leadership development, board development, executive search, coaching, and public trainings/presentations. For example, we hosted a leadership summit focused on diversity, equity and inclusion in building sustainable organizations. We also conduct trainings on addressing diversity, equity and inclusion in nonprofits that have been well received by nonprofit clients and partner organizations, including the Social Enterprise Alliance. We always seek to understand the communities served by our clients through listening, research and reflection.

Please describe your mission, values, and approach:

Our highly structured and methodical approach to sourcing, recruiting, vetting and placement, as well as our commitment to post-placement support, stands out from the rest of the industry and is a testament to our data-driven approach and outstanding results. We’re nonprofit experts first and foremost, not just recruiters who specialize in nonprofits. Our work in nonprofit strategy gives us an unparalleled understanding of what it takes to advance mission and achieve goals. We bring that experience to every search, helping leadership to identify opportunities and risks others might miss. Our role as consultants and executive coaches allows us to offer unique support post-placement. We help ensure a smooth leadership transition so your entire team is working together to set and monitor agency goals. Our consultants are certified leadership coaches specifically trained in nonprofit management. Our unique blind scorecard system eliminates ambiguity from the hiring process that can put diverse candidates at a disadvantage. Similarly, our methodology when developing quantitative hiring criteria and application questions ensures that all candidates are part of a fair and structured process.

What expertise or perspective do you bring to organizations looking to ground their collaboration practices in values of diversity, equity, and inclusion?

Envision consultants reflect much of the vibrant diversity of our communities in terms of ethnicities, languages spoken, sexual orientation, religion, socio-economic background, ages, professional experience, and geographic origin. Our consultants identify as Latinx, Caucasian, Christian, and Jewish. We incorporate cultural competence and diversity through many facets of our work, including organization assessments, strategic planning, leadership development, board development, executive search, coaching, and public trainings/presentations. For example, we hosted a leadership summit focused on diversity, equity and inclusion in building sustainable organizations. We also conduct trainings on addressing diversity, equity and inclusion in nonprofits that have been well received by nonprofit clients and partner organizations, including the Social Enterprise Alliance. We always seek to understand the communities served by our clients through listening, research and reflection. This year, we worked in partnership with the Center for Nonprofit Management to produce the Equitable Nonprofit Workplace Report serving nonprofits in Southern California and beyond by highlighting equity challenges at the workplace, gender and racial pay gaps, the presence and need for DEI policies at nonprofits, as well as presenting our recommendations on how nonprofits can take action toward becoming a more equitable workplace. Being serious about erasing systemic inequities is a marathon, not a sprint, and we’re committed to doing our part one engagement, one position, one decision at a time. We work internally and externally, across all our engagements and interactions, to make real, meaningful and tangible change. Ending systemic racism is our shared responsibility and it’s just getting started. We show our commitment by: Volunteering in our communities: We deliver more than 1,000 hours of volunteer work each year in our local communities through Board service, pro-bono engagements, and local initiatives. In addition, our CauseCupid, pro-bono service to nonprofits, places board members on hundreds on nonprofit boards, each year, building capacity and leadership from within. Mentoring and coaching our placements, organizations and boards: Requiring “plug and play” candidates is not only unrealistic, it’s highly inequitable to require that all candidates present the same leadership experience and hard skills. That’s why we mentor and coach all of our placements for a full year after placement, offering the support and guidance needed to ensure a successful placement. We build inclusive decision-making with transparent goals to gauge achievement. Committing to increase Black and Brown leadership in the nonprofit sector: In order to increase Black and Brown leaders in our sector, we need to engage with both established leaders and those-in-progress to promote and expand cross-training and mentorship within the nonprofit sector. We also challenge the inequitable hiring requirements and leadership and decision-making structures that disproportionately impact marginalized communities. Challenging the soft-bigotry in the sector: The things “donors” won’t like is the strawman argument for dismissing every single bold move we make as a sector towards anti-racism. While there are certainly professional norms for institutional and major donor cultivation, we owe it to ourselves to call out those practices that are unnecessary and inequitable. We are developing anti-bias training for all our engagements. Building DEI within the sector and within each nonprofit we serve: We help organizations take measurable actions now and in the future through our intentional service offerings that create holistic, inclusive, participatory decision-making, and equitable strategies. Our sector-wide work builds capacity for organizations through services such as: Supported search, Board development training and education, CauseCupid and Mergers and Acquisition exploration. Through our services and thoughtful practices, we’re building the pipeline for nonprofit leaders. Building DEI into your executive search: Our unparalleled process ensures equity and inclusion through inclusive surveys and stakeholder interviews, focus groups, structured hiring processes, recommendations on un-biased job descriptions and a focus on anti-biased decision making, taking into consideration where your organization is and where it is headed. We recruit from beyond the regular sources, ensuring more than 90% of our finalist panels include candidates from underrepresented communities.

Please describe your ideal engagement. Feel free to include issue area and scope of project:

We enjoy complex leadership transition projects that allow us to utilize our extensive experience in nonprofit assessments , mergers, and strategy, as well as our unmatched data-driven process that creates transitional leadership solutions unlike anything else in the industry.

How many executive-transition related projects have you or your firm been involved with?

We have completed over 500 nonprofit organizations in search and strategy engagements in just the last 6 years. In the past 12 months, we have completed 54 searches, 12 of which were for the CEO position.

Please describe your fee structure:

For executive searches, we charge 30% of the first year’s salary. For organizational assessments, board development and facilitation services, we charge a fixed project fee based on the specific scope of work.

What percentage of your clients are within the nonprofit sector?

100%

Are you open to remote engagements?

Yes

Briefly name and describe 1-3 examples of executive transitions with which you have been involved as a consultant (please prioritize NSI-funded and/or LA-based organizations).

New Horizons: Since 2017, Envision has conducted the executive search for CEO and supported searches for seven other positions, including most recently the VP of Strategic Growth. Pathways LA: Since 2018, Envision has conducted executive searches for CEO, CFO, Director of External Communications, and supported searches for Director of Development, Deputy Executive Director and Finance Director.

Add any other information you feel would aid in understanding the value you or your consulting firm can bring to an organization preparing for or implementing an executive transition:

In addition to our full executive search services, we also offer a menu of supported search services for smaller organizations and mid- and senior-level positions. Supported search can include: Customized applicant screening questions Placement on our website and email blasts Distribution and placement on job boards Organized resume collection Resume triage and screening notes Job description enhancement Phone screening with full notes and recommendation Reference calls with transcribed results to provided references Facilitation of third-party complete background check Consultation on job description & salary range Board or executive placement consulting session In-person interviews of pre-screened candidates inclusive of comprehensive candidate scorecard Pre-finalist debriefing session We have several pricing levels for supported search. Services do not include active recruitment or placement guarantee.

Please list up to 5 Consultants from your firm

Matt Kamin Matt brings twenty-five years of nonprofit experience and holds an MBA in nonprofit management. Matt has served as Executive Director of multiple nonprofit organizations, including: Palisades Emergency Residence Corporation in New York, Children’s Nature Institute in Los Angeles, and Los Angeles Youth Network in Hollywood. He has been instrumental in a number of turn-arounds, new developments, and mergers. Furthermore, he is co-founder of Youth for Charity, as well as founder of Eleventh Commandment, which has grown into JQ International. matt@envisionnonprofit.com https://www.linkedin.com/in/matt-kamin-a3529060/ Allison Fuller Allison Fuller has worked in the nonprofit world for more than ten years and brings a wealth of experiences and knowledge to the nonprofit arena. Allison’s passion for nonprofit started as a volunteer, leading her to co-found a nonprofit organization dedicated to micro-lending which then led to an career-change to the nonprofit sector where she has held numerous staff and executive leadership positions, including Executive Director, Board Chair, Marketing and Operations. allison@envisionnonprofit.com https://www.linkedin.com/in/amfuller/ Jennifer Lobenhofer Jennifer specializes in strategic planning and measurement and evaluation, helping mission-driven organizations to envision and achieve impact and sustainability. She has more than twenty years of experience and engagement in education/training, advising/capacity building, and applied research projects in the public and nonprofit sectors. Jennifer joined Envision in 2020 after a decade as an independent nonprofit consultant in Ventura County, and formerly served on the faculty of the Masters in Public Policy Program at California Lutheran University. She received a Master’s degree in City and Regional Planning from the University of North Carolina at Chapel Hill, and previously directed a university capacity building program for local governments and nonprofit partners in community and economic development. jennifer@envisionnonprofit.com https://www.linkedin.com/in/jenniferlobenhofer/ Melissa Montoya Melissa Montoya is a seasoned Human Resources professional with over 10 years experience working in the entertainment industry at companies such as Deluxe and the Walt Disney Company. Melissa’s expertise is in recruiting, on-boarding, training, consulting on employee relations issues and company policy planning. Melissa earned her Bachelors of Science in Business Administration with an emphasis in Human Resources Management from Cal State Los Angeles and was an honor society member throughout her college career. melissa@envisionnonprofit.com https://www.linkedin.com/in/melissa-montoya-39517726/ Sylvia Chinn Sylvia draws on her 20 years of experience in various capacities with nonprofits: board member, volunteer and staff, including 11 years in executive-level roles at organizations. She has also served as a member of an advisory committee for a nationwide centennial fundraising campaign and has co-chaired a national steering committee on professional development for fundraisers. Prior to joining Envision, Sylvia worked as VP of Development and Development Director for health and human services nonprofits, specializing in fundraising messaging, systems and strategies, including board training, to deepen donor engagement and grow revenues. sylvia@envisionnonprofit.com https://www.linkedin.com/in/sylviachinn/

Do you always conduct an organizational assessment as a part of your scope of work?

Yes, we review budget, financial health, organizational structure, programs and areas that are specific to the position we are recruiting for. We also conduct landscape analyses on peer organizations and perform compensation analyses.

How (or do) you involve senior staff and other stakeholders in the process

Through conversations with stakeholders and various surveys, our data-driven approach helps identify not only the characteristics of an ideal candidate, but also the environment in which they can thrive. We also include a leadership review, including strategic opportunities, role divisions, accountability parameters, and weak spots in the organization’s leadership that informs the search process before an offer is placed.

Prior to narrowing the pool of candidates for a client, do you make it a practice to share the full list of applicants with the client?

Upon request will can share the full list of applicants with the client.

Do you identify/place interim executives?

We have, can, and will identify interim executives.

Do you have a minimum fee?

Our minimum fee is $50,000 for executive searches.

What percentage of your searches are for LA-based organizations?

About 70% of our searches are for LA-based organizations.

What is your track record of placing BIPOC candidates?

In the last year, 50% of our placed Executive Search candidates are BIPOC and 50% of our Supported Search placements are BIPOC. In addition, 95% of our final panels include BIPOC candidates.

Do you have a guarantee policy or an “off-limits” policy?

We have a one-year guarantee for our Executive Search placements.