Financial & Organizational Sustainability
Taking the “Numb” Out of Numbers
At Mission & Data, we believe that leaders and trustees accomplish their most impactful work as institutional stewards when optimizing organizational capacity around a shared understanding of what is core to the school living its mission today and into the future. This work happens at the intersection of leadership, governance, financial sustainability, and organizational stewardship. We help leaders and trustees meet their obligations as fiduciaries of the organization while cultivating the financial capacity for the organization to live its mission.
Financial and organizational sustainability engagements often include:
Facilitating a financial sustainability working group comprised of senior leaders and trustees
Financial and predictive modeling to inform decision making
Evaluating revenue and expense drivers and trends on financial performance
Analyzing potential future operations models
Defining a path to an ongoing annual financial surplus and robust endowment growth
Board and leadership coaching to understand, sustain, and leverage financial plans and operational effectiveness efforts into the future