Client Success Story:
  The Budget and Strategic Intent

As part of NorthStone's commitment to partner with non-profit and community organizations, we worked with a nationally respected non-profit organization struggling to make budget decisions in the face of a complex strategic plan and a constantly changing external environment. As a first step, we helped the organization define their strategic intent by focusing on a single Key Strategic Measure. Then we worked with the team as coaches to evaluate their existing programs using the NorthStone^® Business Portfolio Management framework. The CEO presented the new framework and budget to the Board, who enthusiastically approved the new strategic intent and budget. NorthStone's work has also enabled the organization to review its entire spending portfolio quarterly and to make in-year adjustments in response to changes in public policy and client expectations. The executive team and the board are more confident about the choices they make, and the organization is focused on execution rather than budget planning.