Executive Transition Consultant

Consultant Details:

Contact: Julie Tugend
Name of Firm: Julie Tugend Consulting
Language Spoken: English, Spanish
Website/LinkedIn URL: http://julietugend.com

Consultant Expertise

Organizational assessments, Board development, Executive coaching, Transition consulting & project management

Program Areas

Philanthropy

Legal Structure of Organization:

Sole Proprietor

Year Practice Founded:

2004

Number of Individuals in Firm:

1

Names and Titles of Individuals in Firm:

Julie Tugend
CEO

Firm or Consultant Address:

2825 Tesla Ave

RFQ Contact Name:

Julie Tugend

RFQ Contact Phone:

323.573.1340

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

Los Angeles

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

Woman-Owned Sole Proprietor

Please describe your mission, values, and approach:

I help people in organizations work better together and navigate change. I believe in the power of collective decision-making to affect positive social change. My approach is to listen, learn, advise and coach.

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

Over 35 years experience working both in and for diverse and inclusive organizations committed to social justice values and practices including 7 years in Mayor Tom Bradley’s administration and 6 years at The California Endowment.

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

My ideal engagement is as an Interim CEO/ED. However, I’m equally comfortable with Organizational Assessment, Coordinating the Search process, and Coaching the outgoing and/or incoming CEO.

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

Multiple.

Please describe your fee structure:

$250-$350/hr – depending on organizational budget and length of engagement.

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).

1. Interim President & CEO of the Library Foundation of Los Angeles. – conducted organizational assessment, implemented recommendations where appropriate, worked with board and staff to ensure successful transition. 2. Community Partners – Incoming CEO Coaching 3. Cause Communications–Long-term succession planning

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:

I have been involved with executive transitions not only as a consultant, but as a board member as well as the staff person on point for managing the search process (TCE and LA Human Relations Commission). As a native Angelina, I am committed to a healthy and vibrant nonprofit sector in our community.

Please list up to 5 Consultants from your firm

Julie Tugend Over 35 years experience working in government, philanthropy, and the nonprofit sector. Expertise includes Executive Coaching and Board Governance. Prior to starting her consulting practice, Julie served as Senior Vice President and Chief Operating Officer for the California Endowment. jt@julietugend.com https://www.linkedin.com/in/julie-tugend-9256449/

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

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

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?

Do you identify/place interim executives?

Do you have a minimum fee?

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

What is your track record of placing BIPOC candidates?

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