Strategic Restructuring Consultant

Consultant Details:

Contact: Julie Ha Truong
Name of Firm: Leadership Savvy
Language Spoken: English, Chinese
Website/LinkedIn URL:

Consultant Expertise

Cultural due diligence/integration, Facilitation of integration planning, Financial due diligence/integration

Program Areas

Arts and Culture, Community and Economic Development, Education, Environment, Health, Human Rights

Number of Individuals in Firm:


Names and Titles of Individuals in Firm:

Julie Ha Truong,

Names and Titles of Individuals in Firm:

Julie Ha Truong,

Firm or Consultant Address:

2032 Peck Rd.

RFQ Contact Name:

Julie Ha Truong

RFQ Contact Phone:

(818) 927-2672

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

Los Angeles, California, USA

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

As a firm with an Asian American 1.5 generation immigrant founder, considerable consideration is given to how change efforts impact a wide range of clients and constituents, in both solution design and service delivery. Over the last 20 years, a key focus of the work has been on understanding and uplifting underserved and diverse communities. We have worked with and across ethic groups (e.g. Hmong, Lao, Vietnamese, Chinese, Korean, Latino, African-American/immigrant, and with mainstream communities, individuals, and institutions).

Please describe your mission, values, and approach:

After 20 years in the field, Leadership Savvy was founded to help realize meaningful change through strategy and leadership consulting. Today’s leaders are constantly faced with decisions, opportunities, and change. Yet one thing remains true: It’s all about the people. It’s about your effective leadership, aligned goals and motivations, a team’s ability to thrive, and focused strategies to provide quality service to clients. The road to success requires a more human approach. That’s what Leadership Savvy is all about. We’re here to be your partner in both people and business development. Whether it’s reaching bold visions, strengthening teams, building partnerships, or developing careers – gain expert insight to find guidance, build clarity, and reach your goals. We are proud to have been involved with over a dozen partnership initiatives, some that are award winning. Many have spun off or continued to thrive long after our role as consultant and convener has adjourned. We’re often brought in at times of promising growth potential and at other times to help work through tough organizational issues. In either case, our process builds trust among a range of constituents, solidifies common mission and goals, and leverages resources to best meet priority needs.

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

It’s a lifelong mission. Starting 20 yrs ago, we facilitated coalitions, bringing millions of dollars to ethnic and immigrant refugee organizations. 15 years ago we fought for representation through data disaggregation. 10 years ago we led successful educational reform with 100 diverse partners to best serve BIPOC & low-income communities. 5 years ago we developed certification programs to train, recruit, and coach diverse executive leaders. Today we facilitate strategic consulting projects to help organizations set clear trajectories for the future. We utilize participatory, human centered design approaches to ensure diverse representation, distribution of resources, and service access. As inter-cultural translators we facilitate cross-cultural convenings and discussions. We have addressed issues of public safety, public health, education, workforce development, intergenerational divides, etc.

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

Our ideal engagements are when organizations and leaders are partners in exploring strategic opportunities. They are interested in hearing from diverse stakeholders and open to responsive approaches to meet current and projected needs of those they serve. One initiative we are most proud of was our work with the Brooklyn Center Community Schools District. Identified as a failing school-district and threatened with potential closure, we implemented the collective impact model which included dozens of facilitated strategy conversations and began seeing immediate results. This project grew to include over 100 community partners over multiple partnership initiatives, including a new health clinic, family resource centers, a recreation center, and a child-care center. It was very successful, and still is 10+ years later. More recently we have been facilitating strategic and partnership opportunities with board and key community stakeholders to explore options and dream big, while being thoughtful about pacing, buy-in, and resources. It has been a joy to work with organizations more strategically and who are open to strategic restructures and collaborations. With 20 years of experience in building, facilitating, managing collaborative partnerships, we find most project scopes include the following: 1) stakeholder insights/data to uncover priority issues, 2) facilitated convening & joint visioning, and 3) developing impact goals with clear benchmarks to ensure implementation and feasibility (such as staff capacity, readiness, and funding). Having worked on partnerships from conception to implementation, we know the important role of inclusive decision making and developing clear plans of action.

How many strategic restructuring projects have you or your firm been involved with?


Please describe your fee structure:

Our fee structure is a flat, all-inclusive $25,000 to $40,000 engagement depending on the project scope. Project scope and fees can range depending on how much research, facilitated sessions, and report/plan development is required. Our project phases include: Contextual and stakeholder analysis, facilitated strategic conversations (determining goals, exploring options, and decision making), and finally mapping out a clear action plan forward, including actionable priorities and benchmarks/timeline for success. Our process also includes a capacity/feasibility assessment to understand staff and financial viability of the plan. We look forward to meeting with you to discuss your needs and design an engagement that fits your priorities, timeline and budget.

What percentage of your clients are within the nonprofit sector?


Are you open to remote engagements?


Briefly describe 1-3 examples of restructuring projects with which you have been involved. Please name all participating organizations. (Please prioritize NSI-funded and/or LA-based organizations).

Leadership Savvy has worked with 6 strategic restructures outside of Los Angeles, across the country. We have worked on 4 strategic restructures in the Los Angeles area. 2 were merger exploration projects under another consulting firm, one was to develop a collective impact model, and one is currently undergoing strategic partnership/merger exploration. 1) Community Health Partnership This project brought together a county level human services agency and multiple ethnic communities to address health inequities for under-served communities. As the lead facilitator representing a joint-powers agreement council of 15 cities, we embarked on a partnership exploration process to better engage and serve the health needs of SE Asians, African and African Immigrants, Latino and mainstream communities. We facilitated strategy meetings and developed a shared partnership structure. Together we identified a joint vision and created a collaborative to help underserved communities be more aware and engaged in improving health outcomes. The partnership was a success and received significant state funding to provide culturally informed substance abuse programs. What started as disparate groups ended up in a cohesive partnership, where communities were more empowered, connected, and making meaningful impact at the program and policy level. 2) Joint Community Police Partnership As a representative of a Human Services Council (a quasi governmental agency), we worked in partnership with two police departments and their Community Liaisons. The vision was to foster healthy relationships between the police and the increasingly diverse community. The partnership worked with community members and leaders (adults and youth of diverse backgrounds) to define shared goals and actions. The effort also included partnerships with city council members, the county, nonprofit organizations, local businesses, schools, and the faith community. It was a huge success and an important model for community-policing partnerships. 3) Community Schools Health Resource Center In 2009 Independent School District 286 was facing serious academic and wellness issues of their students. Fortunately, under the leadership of the Superintendent, we were able to bring in over 100 community partners to help meet the needs of children and families. One of the most prominent success stories was a partnership between the school district, a medical clinic, children’s dental clinic, and a mental health agency. Recognizing the needs of students and families were rooted in health and wellness, we brought the agencies together to collaboratively design a community health clinic. The process including convening a planning council, hosting community forums, navigating data sharing, pursing funding and partnerships. In record time, a community clinic was built into the high school, as well as additional health resource rooms across the district.

Add any other information you feel would aid in understanding the value you or your consulting firm can bring to a strategic restructuring exploration or implementation process:

Other nonprofit issue areas in addition to the ones listed above that we have expertise in: Social Justice, Immigration, Cross-sector (public/private), and Ethnic/Cultural Organizations Leadership Savvy brings 20 years of award-winning experience in people, organization, and community development. Leadership Savvy supports diverse passionate change-makers in organizational strategy and coalition building. Our consulting approach facilitates inclusive community transformation. Our solutions pair people and processes, customized to your unique situation – helping your group gain clarity on goals and execution.

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