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How Two Days Led to a “Game Changing” Path Forward for a National Nonprofit

Download a PDF of this case study.

About the Client

A national, non-profit, sports organization headquartered in Florida with 3.7 million participants.

The Challenge

A national sports organization was experiencing tremendous growth, however, it quickly became evident that traditional operations were not going to be sufficient to support the significant expansion. With a rich history of successfully engaging stakeholders and a reputable brand, the organization was facing the unique challenge of moving forward in a rapidly evolving industry. They faced increasing competition from other organizations not previously on their radar, which required a structured process for responding to existing threats and new entrants. Supporting over 3.7 million members already, and with plans to go international, they needed direction – one that could stabilize existing operations and position them for future success.

Withum Value

To begin to define a path for sustainable growth, Withum conducted a 2-Day Diagnostic, a series of exploratory conversations to assess the organization’s challenges and collaborate on potential next steps. Withum had worked with the client for a number of years related to tax preparation and had been previously engaged to help with a technology assessment. However, the diagnostic was suggested when leadership reached out to request a financial statement audit. Through extensive discussions with team members in key functional roles, we were able to further understand the ‘big picture’ and begin to assess the root cause of their problems — the solution to which turned out not to be a financial statement audit as they initially had thought. Through an independent view of the organization, we were able to help identify common themes, like antiquated technologies and inefficient, outdated processes, as well as some organizational behavior challenges related to strategy and direction. Recommendations were then provided to help the organization strengthen their position and communication played a critical role in next steps. Buy-in was needed from all stakeholders and the organization, with our help, was careful to make sure everyone was on the same page before any strategic changes were implemented.

The Results

To further validate the observations and recommendations discussed in our initial diagnostic, the organization invested in a Board retreat. Our Withum team facilitated the multiple day session to help ensure the group remained focused, practical yet innovative and productive in terms of developing clear action steps and establishing achievable results. The 2-Day diagnostic, combined with the retreat, helped leadership align day-to-day activities and processes with a long-term strategy. Among many decisions leadership quickly implemented were impactful changes to the organizational structure and enhanced communication across the organization. We were grateful for the opportunity to help empower our client’s leadership team with a sense of calm and focused direction. Because of our breadth of knowledge and expertise, we were also equipped to collaborate in the execution of various projects and were subsequently engaged to assist with continued strategy development, technology transformation, communication and outreach, and even convention planning.

“[Withum] was able to ask important questions, articulate the issues as an independent observer, help guide necessary changes, keep us focused on our goals and challenge us to think creatively about potential solutions. [Withum’s] ability to dig in and quickly understand many of our business challenges was comforting. They were clearly invested in us throughout the entire process and I am grateful for the support they were able to provide.”  -CEO, National Sports Organization 

Learn more about the Two-Day diagnostic and how it can help address your business challenges. Schedule a consultation online, or give Meghan Watson a call at 609-216-3423.

While we are grateful for our client to serve as a reference, we also have agreed to not publicize metrics that drove decisions and investments. If you’d like more details, contact Meghan Watson at mwatson@withum.com.

 

 

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