For the Executive Committee of the Annual Fund at Duke University, Conbrio led a team of consultants to help the committee analyze the results of an in-depth study of the giving potential of different categories of alumni and then develop strategies to capitalize on the potential. When the project began, committee staff members were thoroughly frustrated because after receiving the study …
Jones, Lang, LaSalle (JLL) & Stratford Land
For JLL and Stratford Land, two national real estate companies in the private sector, Conbrio designed and led scenario planning projects. One was to stress-test the company’s current strategy; the other was to find new offerings the company might add to its services list. In both instances, the Conbrio team guided participants in interacting with leading experts it had invited from …
Energy Institute at Texas A&M University
For the newly formed Energy Institute at Texas A&M University, Conbrio led a scenario planning project to help the institute discover how it could thrive in a world of declining grant dollars for research. A key element of the project was assessing the traditional culture of the university and contrasting it with the very different culture needed by the institute, a …
Greater Dallas Planning Council
For the Greater Dallas Planning Council board of directors, a Dallas not-for-profit which promotes the Dallas region’s sustainability, Conbrio led a project for board members to generate different business models using a business model canvas. Over several years, Conbrio Managing Principal Bill Bancroft has led many GDPC retreats using a variety of tools and processes. The 50-year old organization is …
Financial Planning and Investment Advisory Company
For the client advisory board of a financial planning and investment advisory company, Conbrio designed and led several meetings. Financial planning and investment advisory is an extremely competitive sector with little opportunity to differentiate service. Using processes and tools for facilitated focus groups, Conbrio led client advisors through several exercises revealing how the company could differentiate itself in the market …
Honduras Threads
For 15 years Honduras Threads has worked with up to 70 women in communities on the rural outskirts of Tegucigalpa, the capital city of Honduras. In doing so, Threads has sold and returned nearly $400,000 to members in five cooperatives and, more important, helped to build dignity and self-respect among co-op members. Conbrio’s Managing Principal Bill Bancroft led many of …
Meadows Mental Health Policy Institute
For the Meadows Mental Health Policy Institute, Conbrio designed and led several projects. In its first years, Conbrio designed and led day-long workshops for the board chair, executive director and staff to talk through strategy and agree on the plans for the year. It designed and led one of the institute’s board meetings and it led an organizational design project, …
St. Philip’s School and Community Center
For St. Philip’s School and Community Center in Dallas, Conbrio led an organizational design project for the organization’s executive director, board chair and staff. As the organization has expanded and begun to focus on capital campaigns and redeveloping parts of the neighborhood boarding St. Philip’s, so has the responsibilities of the executive director. So much so, the executive director found …
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