Richard helps his clients grow their business and organizations. We focus on the issues that are most important to your success.
*Special Services to Non-Profits
People Strategy:
Is your Organization Growing People So You Can Grow Your Business
- Prepared for succession?
- Know how your people match up to your strategy?
- Developing your up and comers?
- Have a development planning process that really grows your people?
- Is your recruitment and interview process based on job requirements vs. skill competencies?
A compelling people strategy accomplishes two key outcomes:
- Aligns the requirements of your talent actions to the strategy of your organization
- Insures that you have the right people in the right roles and that everyone is going in the right direction.

How we help you get the best people in your organization
- Tie your people strategy to your business strategy.
- Implement a talent assessment process that you can use to facilitate the development of your people.
- Build a leadership development program based on your organization’s needs and not some outside program.
- Train senior leaders to become great coaches and mentors
- Take ownership so that you grow your company’s people and profits.
Richard’s Blog Posts on Talent Management
Oops…My Best People Are Not in My Key Roles!!
Bring Talent To Your Organization
Leadership: Influence with Information
The Art and Science of Strategy Planning
Does your strategy include all the information you need?
You’ve been through it dozens of times. Strategic Planning processes that walk you through SWOT analyses, vision statements, environmental scanning and strategy formulation!
All leading to the hoped for outcome of a plan that somebody (please somebody) will implement the plan
Most probably you’ve wondered why your strategic initiatives have not led to the kinds of success you’d hoped for.
The reason is simple—
Your Strategic Plan is based more in Art and Less in Science.

When we do strategic planning we hear things like
- “We’ve got to guess about what our projected budget might be”
- “We’re not really sure what our competitors are doing?”
- “Do we think we have the resources to pull off that kind of initiative?”
We change the thinking around strategic planning by bringing the science of strategic planning along with the art of strategic planning by focusing on —
Data Driven Strategic Planning
What you can expect from a Data Driven Strategic Planning Approach?
Analysis
- A review of your organization’s service, finances, sales and marketing.
- Interviews with key stakeholders, inside and outside the organization.
- Focus group discussions with key teams and outside customers.
- Evaluation of the your company’s products and services, sales channels and pricing.
- Analysis of your organization’s key markets, buyers and customers.
Process
- Planning design that insures outcomes that yield results. Design…design…design is the key to a successful outcome
- Team-based strategic planning sessions—Your strategy won’t be delivered but will be built from the bottom up and top down.
- Collaborative approaches to strategy so that the focus in on building effective teams who can implement the process.
- On-going coaching of team members so they continue to focus on strategy design, analysis and implementation.
- Use of Compression Planning© technology that allows for rapid development of the plan. Finish your plan in 30 days and not 9 months.
Results
- A plan built with engagement from all stakeholders
- Build a plan that address key departments with measureable outcomes that create a dashboard for tracking progress.
- Use a comprehensive deployment process that insures leadership support and implementation planning that drives results down to the department level
- Address scenario planning that insures that options for alternative events is included in the plan
- Provide ongoing support to insure that
Organizational Effectiveness
Helping Your Organization make better decisions, face difficult challenges more opening and deliver change more effectively
“Our organization is so dysfunctional”
I hear those words so often that my response is automatic…
“Every organization has its challenges and I’ve rarely (if ever) seen an organization that is totally healthy”. “You get sick sometimes…so does your company”
Creating an effective organization means diving in and finding out what is not working and making it better.
- Change Management: Going through significant transitions related to budget cuts, succession plans acquisitions:
- Define, plan and execute these changes from both a systems and people perspective.
- Support people through real live tools that they can use to improve their performance and experience success
- Climate and Cultural Development
- Cultural assessments that help people understand how things get done (or don’t get done) in your company.
- Identify the ground rules that everyone lives by
- Assess work styles that leaders translate to employees
- Improve the culture so people feel more engaged and committed.
- We use OrgSCANTM to help identify, educate and plan the right changes to strengthen your organizational culture

- Organizational Structure/Work Flow and Design
- Review and refine critical work processes
- Improve organizational operations through organizational redesign.
- Quality Improvement
- Team Building
- Strengthen interdepartmental communication and operations
- Decrease siloing in your organization
- Get people to be play nicely together and get work done efficiently.
- Facilitation
- Help your organization design workshops and programs that improve your effectiveness
- Use Compression Planning™ technology that provides rapid and effective facilitation services.
Consultation For Non-Profits:
Strategic and Operational Solutions for Your Organization
Non-profits face unique challenges and you need a partner to help you build a 21st century non-profit organization. Citrin Consulting will help you pinpoint the key challenges you face and will work with you to develop solutions that meet your mission and build your capability.
Your Focus Areas
- Real Time Strategic Planning
- Implement Your Strategic Pillars
- Leadership Succession and Development
- Executive Coaching
- Strategic Restructuring and Mergers
- Capacity Assessment and Building
- Board Governance and Development
Insuring Alignment

Case Study:
This small non-profit organization faced significant funding cuts as a result of government shifts in priorities. The staff was scared and the executive director contacted us to discuss ways to determine the best direction to refocus leadership and staff to address what they called “the new reality”.
What is Organizational Culture?
Organizational culture refers to the underlying beliefs, values, and assumptions held by employees and how their behavior manifests how they get work done…In other words, “its how this place operates.
After meeting with the senior team, we decided that a cultural assessment would help us determine the cultural “mood” of the company and help drive the necessary changes the organization needed to adapt.
We presented our model to the leadership team which included the use of the OrgSCANTM Cultural Improvement Process. Designed by our colleagues at Echo Strategies, this assessment profiles how a company thinks, acts, organizes and grows. It is behaviorally based and prioritizes the cultural changes that are required to drive behavior adaptation and operational success.

The results indicated that leadership needed to be on the same page moving away from their silo mentality to more of a “1-Focus” approach. We moved to change reporting relationships and provided leadership development training that improved skills and created.
The organization’s restructuring led to more efficient and improved operational management and while unfortunately led to some more layoffs has created a more stable financial and operational management.
Richard has worked with many non-profits including serving on many community boards
- Greater Pittsburgh Community Food Bank
- Leadership Pittsburgh
- Propel Schools
- Adelphoi
- Community Day School
- Penn State University
- STANDING FIRM
- Telemental Health Institute
- Allegheny Heath Choices
- Family Resources of Western Pennsylvania
- Women’s Center of Tarrant County
- United Way of Allegheny County
Pat Cluss, Ph.D., Executive Director, STANDING FIRM, University of Pittsburgh



