Developing and strengthening mission-driven organizations for the future.
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About
With thirty-five years’ experience, Carol Shattuck is an experienced leader who possesses a wealth of knowledge in strategic planning, project management, board development and collaboration development. A background and focus in mission-driven work allows Carol Shattuck to help develop and strengthen organizations for the future.
Prior to founding Shattuck Consulting, Ms. Shattuck held the role of President and CEO of Collaborative for Children, a nonprofit organization that partners with parents, early education programs and the community to help young children reach their full potential. During her twenty-year tenure there, Ms. Shattuck led the organization through a successful merger, significant growth in programmatic reach and funds raised, as well as cultivating local, state and national partnerships.
Shattuck Consulting provides services in 4 key areas:
Strategic Planning
Project Management
Board Development
Organization Assessment
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Services
Strategic Planning Coach and Facilitator
Assess organization's commitment to strategic planning as a tool to achieve clarity, growth and leadership edge in field of service
Create task force or committee to lead planning process
Define roles of staff, board and consultant in strategic planning process
Develop a “plan to plan” to define scope, plan timeframe (i.e. 3 or 5 year plan), timeline of planning process
Review existing strategic plan (if available) and other key organizational documents (organizational structure, Form 990, recent audits, program evaluations)
Conduct environmental scan – identifying opportunities and potential threats to organization given external environment
Develop or “refresh” organization’s vision, mission, values
Develop goals for organization’s board, administrative infrastructure and programs
Determine how to best measure progress on goals
Determine accountability for tracking, measuring progress on goals
Schedule “check-in” meetings to monitor progress of plan, course-correct as needed
Project Management
Work with President/CEO and senior leadership to facilitate the forward progress of a major organizational initiative
Develop or review existing goal(s) for project.
Develop a plan, budget and timeline for project
Define roles for the staff or board project leader, (President/CEO or his/her designee), the Project Management Team (PMT) members and the project manager (consultant)
Work with PMT to initiate the process, facilitate steps of the process
Assess progress with PMT at defined and agreed upon milestone dates; course correct as needed
Assess the project results with PMT in comparison to project goals, budget and timeline
Determine best format/setting for participants to present results of project
Present results and identify next steps to determine ongoing management of project
Board of Directors Assessment and Development
Conduct a board assessment
Conduct one-on-one interviews with board officers and sample of other board members to solicit input on current board functioning, strengths and challenges of board
Assess leadership structure (roles of officers, functioning of standing committees, committee descriptions, etc.)
Review bylaws
Review board meeting process
Present results of assessment to board
Develop tailored training to meet the highest needs of officers and board members
Work with committees, leadership to develop goals and objectives for committees with measurable outcomes
Develop plan for consistent board education component within board meetings
Organizational Assessment and Action Plan Development
Develop plan and timeline for assessment
Conduct assessment using an in-depth, on-line survey designed for nonprofit organizations to gather input from board and staff on organizational strengths and opportunities for improvement
Analyze results
Present results to board and executive leadership
Develop action plan and accountability structure focused on key areas that would have greatest impact on strengthening organization
(Optional) Schedule “check-in” meetings to assess progress
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Experience
Bio
Carol S. Shattuck has thirty-five years of experience in leadership roles, including strategic, operational and financial planning, program development, board development, management and collaboration. Her past twenty years were spent as President of a nonprofit organization that partners with parents, early education programs and the community to help young children reach their full potential. Prior to this, she spent four years managing a consulting practice which specialized in strategic planning, board of directors development, process/program evaluation, meeting facilitation and collaboration development. Ms. Shattuck brings a wealth of knowledge and experience in leadership, strategic planning, board development and collaboration.
Experience
- Leading, planning and budgeting for organization of 85+ personnel and $10 million budget;
- Raising funds for operating and program support in foundation, corporate and public sectors;
- Building collaborations with clear, overall goals, measurable outcomes and stated responsibilities for each of the partners;
- Working with partners from across the state to strengthen policies and systems of early care and education, and;
- Building strong volunteer leadership structure to support organization’s mission and goals.
Selected Professional Accomplishments
Provided executive leadership for a nonprofit organization in the Texas Gulf Coast Region focused on building a strong foundation for academic and life success for young children, birth to age six.
Guided a merger of two organizations with similar missions resulting in organization with a more comprehensive mission serving families with young children, improving the quality of early education and strengthening the system of early care and education.
Facilitated a collaboration of fifteen health care providers to build a complete continuum of care in the area of women's breast health.
Participants of collaboration included public health providers, major medical center institutions and community-based organizations. Developed a plan for five-year pilot program to demonstrate community-based model of care in a low-income, medically underserved area of Houston. Negotiated Statements of Understanding between partners and collaboration to clearly identify responsibilities and contributions of each participant. Provided management and administrative oversight to pilot program for first two years of initiative.
Created Management Assistance Program (MAP), now named Nonprofit Connections, at United Way (UW) for training the management staff and volunteers of nonprofit agencies to become more efficient and effective with limited resources.
Wrote policies and procedures, recruited community volunteers to serve as consultants, managed and monitored operations. Program has now been in place thirty-two years, has grown to provide extensive training for staff members and board members, leadership development and board development.
Employment History
- President and CEO, Collaborative for Children
Houston, Texas; 1998 – 2018 - Principal, Shattuck Consulting Services
Houston, Texas; 1994 – 1998 - Assistant Vice President, President's Office, United Way of the Texas Gulf Coast
Houston, Texas; 1992 - 1994 - Assistant Vice President, Community Problem Solving/Fund Distribution Department, United Way of the Texas Gulf Coast
Houston, Texas; 1986 - 1992 - Management Analyst, Finance and Administration Department, City of Houston
Houston, Texas; 1984 - 1986 - Staff Consultant, The Support Center of Houston
Houston, Texas; 1982 - 1984
Education
- Rice University, Houston, Texas, 1982
Masters of Business and Public Management - Duke University, Durham, North Carolina, 1978
BS, Public Policy Studies, Psychology
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Presentations
highlights from: Planning in the Era of COVID-19
Webinar designed to share information with nonprofit leaders on the impact of COVID-19 on the nonprofit sector and to discuss six areas where leaders can focus to survive these challenging times.
To receive a copy of the entire presentation, please complete the form (name, organization, and email required) on the Contact Us page. The file will come via email through “We Transfer” due to the size of the document.
highlights from: Strategic Planning for Nonprofit Leaders
Presentation on the importance of and the steps involved in developing a strategic plan for your nonprofit organization.
To receive a copy of the entire presentation, please complete the form (name, organization, and email required) on the Contact Us page. The file will come via email through “We Transfer” due to the size of the document.
Other Topics
Board Meeting Design to Deliver Outcomes
Board Meetings that Members Won’t Want to Miss!
Cooperation, Coordination, Collaboration…Merger – Pros and Cons of Different Levels of Nonprofit Partnerships
Is Our Organization a Candidate for a Merger?
Strategic Planning – Why Your Organization Should Have a Plan and Overview of the Process
Getting New Board Members off to a Strong Start – Board Orientation
Building Board Diversity and Leadership
Board Engagement Through a Strong Committee Structure
Board Self-Assessments – Why this is a good idea – Options for Consideration
Key Roles and Responsibilities of Board Members
Clarifying Distinctive Roles of Board and Staff
Tailored Training/Coaching for Nonprofit Boards and Staff Leadership
Strengthening Board Engagement: Review of Board Meeting Design, Review of Board Leadership Structure, Survey to Assess Board Member Satisfaction and Engagement, Recommendations on Board Meeting Structure and Overall Engagement, Presentation to Board
Strategic Planning Facilitation: Support nonprofit organization’s internal management team to design and implement strategic planning process resulting in an actionable strategic plan.
Merger Facilitation: Partner with board and staff leadership of two organizations to design a process to explore the feasibility of a merger, and, if merger recommended, to facilitate the merger of two nonprofit organizations.