Case Study
Philanthropic Foundation Strategy and Transformation from Grant Maker to Impact Investor
Health Enterprise Strategy & Organization
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Health foundation desiring to improve health in three counties, provide greater health equity, and address health disparities
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Health care delivery system fragmented: hospital centric vs. health centric; health care and social services sectors siloed
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Small grant making foundation; no impact investments to support new long-term vision
CHALLENGES
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Building awareness to improve individual and community well being, especially among low income and minority communities
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Accomplishing strategic goals due to insufficient infrastructure and gaps in leadership
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Developing meaningful community partnerships
Affirmed new strategy:
Facilitated three-day Board retreat
Developed market-facing roles:
Redesigned organization chart, revised position descriptions, developed evaluation forms, and aligned staff roles
Redesigned processes:
Reviewed best practices and designed new operational processes
Redesigned reports:
Revised reports inventory, redesigned existing reports, and added new dashboards
Transformed team to focus on impact investments:
Serves as thought leader, policy advocate, and convener
Increased awareness:
Strong presence in local and broader philanthropic, health care, and health policy circles
Created framework and identified impact investment opportunity:
Reviewed best practices and designed new operational processes
Redesigned reports:
“Investing in care delivery transformation and innovation for vulnerable populations”
HEALTH ENTERPRISE
STRATEGY & ORGANIZATION
Developed a Growth Strategy for a Provider-Owned Accountable Care Network in the Bay Area
Organizational Transformation for a Faculty Practice Plan
