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Scarlet Oak Consulting

Your Partner in Progress

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Services Provided

Strategic Planning

At Scarlet Oak, we believe strategic planning is an ongoing process that positions an organization to proactively respond to changing conditions, emerging opportunities, and evolving stakeholder needs. Our rigorous approach involves:

  • Engaging diverse stakeholders to gather insights and create buy-in

  • Assessing your organization's current performance and external environment

  • Dedicating time to generative discussions that lead to strategic choices

  • Creating accountability through an implementation plan and KPI dashboard 

  • Making strategic planning an ongoing, integral part of your leadership approach

Governance

In the dynamic landscape of independent schools and associations, having an effective Board and highly engaged and aligned volunteers is paramount to success. Volunteer systems must be built upon a foundation of accountability, transparency, accessibility and strategic alignment. We do this through:

  • Board orientation and ongoing training

  • Volunteer onboarding and best practices

  • Assessing and redesigning governance structures

  • Creating a culture of accountability and alignment

  • Building systems and processes that support accessible and inclusive governance structures made up of diverse volunteers

Facilitation

Meetings are a powerful way to drive innovation, decision making, buy-in, and culture. We meet our clients where they are and craft tailored sessions to achieve their desired outcomes. And while our clients change, we always bring our authentic selves to the Board room. We facilitate:

  • Board meetings

  • Board, executive team and staff retreats

  • Team building sessions

  • Workshops and trainings

  • Stakeholder engagement meetings

  • Innovation sessions

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Research

We offer a range of research services designed to equip your organization with the data needed to drive decision-making and measure performance.

  • Our team designs and administers customized surveys to gather insights into your organization's performance and stakeholder perceptions and needs

  • Focus Groups and interviews allow for in-depth exploration of key topics through guided discussions. We capture nuanced perspectives and uncover deeper insights that may not emerge through other methods

  • Environmental scans are a powerful tool to explore new and existing markets by providing a clear view of industry trends, customer needs, competitor offerings and gaps in the market.​

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