Background and Experience

Principal – Hartman Consulting

Providing leadership, counsel and strategic direction to help organizations achieve their highest potential by building capacity and employing successful development and management practices.

• Interim Executive Management—Strengthening organizational and financial infrastructure, oversight and direction of programs and services, administration and resource development.
  • Evaluate and strengthen programs and customer service, based on need and mission alignment
  • Develop and implement management systems, policies and procedures, organizational structure, program outcome measurement, and employee performance assessment process
  • Plan and implement development program employing best practices of fundraising
  • Lead recruitment process for executive staff and development staff
• Strategic planning, financial development and capacity building –charting strategic direction with mission focus, outcome-orientation and donor / client centered approach.
  • Lead process and development of strategic plan with accountability and benchmarks
  • Design comprehensive financial development program with requisite resources
  • Develop organizational staffing structure to facilitate goal attainment
  • Lead board development, strategic board recruitment and volunteer engagement.

Interim Executive Director / CEO

Ronald McDonald House of San Francisco Led and managed the organization, with guidance to board and staff during a lengthy transition, restructure and merger. Provided assessment and addressed several critical HR and systemic issues.
Boys and Girls Club of North San Mateo County Provided transition leadership with guidance to board and staff. Conducted organizational assessment, led process to evaluate merger options, facilitated changes to address critical issues and supported executive search.
Blind Babies Foundation Led organization through the comprehensive process of a merger, while serving as interim executive. Process included: organizational-assessment, identification of alternative strategies, selection of partner, negotiations, execution, and implementation.
Up on Top Afterschool and Summer Programs Provided management and leadership with guidance to board and staff. Conducted organizational assessment and implemented systemic changes to address critical issues, and supported executive search.
Fair Housing of Marin Providing transition leadership with guidance to board and staff, conducted organizational assessment, and made changes to address critical issues.
Mill Valley Live Arts—142 Throckmorton Theatre Restructured organization to facilitate management and development activities. Led strategic planning, organizational and financial development, resulting in growth and innovation, collaborative agreements and alliances.
CORA—Community Overcoming Relationship Abuse—Interim Director of Development and Marketing Managed staff and engaged board in financial development and marketing; as well as leading recruitment and onboarding of permanent director. Also led comprehensive long-term strategic planning process.

President, Northern California Chapter National Multiple Sclerosis Society

Responsible for organizational development, planning, mission delivery, advancement, finance and business practices; serving 40-county territory, with 3 offices and $5.5M annual operating budget

• Led organizational transformation: office relocation, restructuring and strengthening staff, developing volunteers and community resources, resulting in increased support for client services and research
• Cultivated relationships with constituents resulting in increased involvement in mission-related activities, broader and deeper support to better serve and achieve goals
• Fostered innovative approaches to accomplish work and developed collaborative partnerships and strategic alliances resulting in organizational growth and ability to leverage resources
• Improved service delivery by directing community needs assessment and programmatic outcome evaluation to inform planning and by tracking external trends that impact operations
• Led collaborative approach with multiple organizations to advocate with state legislators on behalf of people with disabilities and neurological conditions
• Identified, cultivated, recruited and trained board members and other volunteer leadership
• Implemented organization’s first personal solicitation program, resulting in increased donations, cultivation of new donors and diversification of revenue base

Successfully led organization through economic recession, meeting budget goals by developing innovative approaches to programs, services and operations and motivating staff and volunteers.

Vice President – Netzel Associates, Inc.

Provided counsel and training to not-for-profit organizations and institutions in donor-centered, needs-based development practices, board / volunteer development, management and strategic planning

• Directed and organized capital, endowment and major gift fundraising campaigns, including: planning, budgeting and system development, volunteer recruitment, training, prospect identification, cultivation, personal solicitation, public relations and recognition
• Managed multiple successful campaigns raising $53M, 94% of cumulative goal
• Led teams of staff and volunteers to manage fundraising and organizational development projects
• Increased organizational capacity for clients by organizing and leading inclusive strategic plan processes, created plans and directed implementation of fundraising and board development strategies
• Led workshops and conducted staff and volunteer training with executive coaching and mentoring
• Analyzed and assessed financial need and fundraising capacity to determine goals and strategies
• Enhanced client effectiveness and capacity by providing needs-based assessment of program / services
• Promoted firm, cultivated clientele, marketed services by conducting presentations and training

COO – American Red Cross, Bay Area

Supervised 10 managers and directed operations of 11 offices serving six-counties in the S.F. Bay Area, responsible for planning and administering $11M annual operating budget and oversaw 100 staff

• Achieved 20% growth in revenue (following six-year decline) by leading organizational revitalization, established customer service orientation, directed community outreach and collaborative approaches
• Provided organization and support to board / committees, ensured implementation of board directives
• Directed strategic planning, creating workable objectives and measurable business unit plans
• Established and directed marketing effort resulting in enhanced positioning and improved public image
• Increased capacity to respond to community needs by building needs-driven response mechanisms
• Developed systematic approach to needs assessment and created program evaluation models
• Served as Vice Chairman for California State Executives Committee and on National Marketing Campaign Committee

Executive Director – American Red Cross, Sierra Nevada

Executive Director Responsible for operations serving nine-county region including service delivery, fundraising, communications, staff and volunteer recruitment and supervision, and support to board of directors

• Achieved a substantial increase in volunteer participation and commitment to organizational objectives
• Developed structure to activate and revitalize board committees and facilitate committee work
• Created technology plan with automated procedures, secured funding and input first computer system
• Successfully implemented first major gifts campaign, developed planned giving program, managed events and grant solicitation, resulting in 45% increase in fundraising revenues
• Managed media relations and communications process to improve and develop public image

Promoted organization via presentations, speaking engagements, television, radio and print interviews

• Served as statewide coordinator for disaster fundraising and public relations, as well as national liaison, responsible for developing statewide capacity to provide consistent high-quality programs and services
• Received Excellence in Fundraising award from National Red Cross president, recognizing success