Strategic Organizational and Conservation Consulting

Our Clients & Projects 


* Accredited land trusts )


Alachua Conservation Trust, FL *

Organizational assessment


American Community Gardening Association, National Conference

Trainer: land acquisition best practices (Weber) 


American Hiking Society, National

Training manual: “Key Components of Creating a Volunteer Program” 


Arizona Land Trust Network, AZ

Conservation advocacy guidance and facilitation


Association of Fundraising Professionals-Milwaukee Chapter, WI

Board governance practices assessment


Association of Nature Center Administrators Annual Summit

Trainer: leadership succession planning 


Badger Oversight Management Commission, WI

Discovery and facilitation for conflict resolution 


Bayfield Regional Conservancy, WI

Organizational assessment for reaccreditation


Barrington Area Conservation Trust, IL

Conservation program review, financial planning and financial policy recommendations


Bayou Land Conservancy, TX

Training: fundraising for the board of directors


Blue Lotus Farm & Retreat Center, WI

Succession planning for all-volunteer to paid staff transition: advise on capacity assessment for hiring staff, board and committee development, policy and procedures


BoardStar, WI

Board development training curriculum, board director recruitment and placement


Boyce Family Lands, SC

Conservation partnership opportunities assessment


Caledonia Conservancy, WI *

Organizational assessment, merger analysis, training on working with landowners and land protection methods


Catawba Lands Conservancy, NC *

Conservation buyer program


Central Arizona Conservation Alliance

Communications and engagement strategies


City of Aiken, SC

Community forum, workshops on the value of green space


City of Milwaukee, National Park Service, Groundwork USA, National

Feasibility planning, strategic planning for new Milwaukee branch of Groundwork USA


Columbia Land Conservancy, NY *

Strategic conservation planning


Congaree Land Trust, SC *

Organizational assessment


The Conservation Foundation, IL

Organizational assessment


Conservation Trust for Florida, FL *

Organizational assessment


Connecticut Land Trust Council Statewide Conference

Trainer: proactively dealing with easement violations, trespassing, and other stewardship headaches (Weber)


Davidson Lands Conservancy, NC

Board governance and stewardship training, organizational assessment 


Desert Foothills Land Trust, AZ *

Strategic planning


Door County Land Trust, WI *

Staff training: designing and leading a great field trip for government officials; time management strategies


Down Syndrome Association of Wisconsin, WI

Training materials on founders' succession, volunteer program development


Edisto Island Open Land Trust, SC *

Advise on conservation easements


Farm Fresh Atlas, WI

Advise on strategic partnerships


Freshwater Land Trust, AL *

Organizational assessment, policy writing, accreditation preparation, strategic planning


Galveston Bay Foundation, TX *

Training: fundraising for the board of directors


Gathering Waters Conservancy, WI 

Strategic planning 


Geneva Lake Conservancy, WI

Executive Director Search and Transition (work with Board), organizational Assessment


Glacial Lakes Conservancy, WI

Board and executive training and coaching, Board development, strategic planning





Green Spaces Alliance of South Texas, TX *

Organizational assessment and accreditation preparation


Greenbelt Land Trust of Mid-Missouri, MO

Advise on conservation easement issues


Headwaters, Inc., KY

Annual planning


Houston Audubon Society, TX

Organizational assessment, board fundraising training


Ice Age Trail Alliance, WI *

Strategic Planning


Indian River Land Trust, FL

Organizational assessment, strategic planning


Island Green, LLC – US Virgin Islands

Conservation opportunities assessment


Katy Prairie Conservancy, TX

Fundraising training for the board 


Land Conservancy of West Michigan, MI *

Organizational assessment, board governance training  


Land Trust Alliance, National 

Standards & Practices organizational assessor and trainer, consultants to Alliance land trust members, Standards & Practices Curriculum development and review


Land Trust Alliance Rally National Land Conservation Conference

Trainer, multiple years. Topics include board effectiveness, board engagement, fundraising, strategic planning, and conservation planning


Land Trust for Southeast Louisiana, LA

Policy development


Land Trust of the Upper Arkansas, CO *

Organizational assessment, board governance training for community groups 


Legacy Land Trust, CO *

Organizational assessment


Leech Lake Area Watershed Foundation, MN

Organizational assessment, strategic planning


Little Forks Conservancy, MI *

Organizational assessment


Little Miami, Inc., OH

Organizational assessment


Little Traverse Conservancy, MI

Organizational assessment


Lookout Mountain Conservancy, TN*

Land stewardship and conservation easement training, organizational assessment, accreditation preparation assistance


Madison Audubon Society, WI

Strategic planning


Mid-Michigan Land Conservancy, MI

Organizational assessment


Midwest Environmental Advocates, WI

Strategic planning


Milwaukee Chamber Theater, WI

Board director orientation process, strategic planning


Milwaukee Urban Gardens, WI

Opportunities analysis, organizational development recommendations


Mount Pleasant Open Space Foundation, SC

Strategic planning


National Alliance on Mental Illness, WI

Board development, strategic planning


New River Conservancy, NC *

Organizational assessment, strategic planning


Natural Heritage Land Trust, WI

Strategic Planning 


Natural Lands Institute, IL  

Organizational assessment, Land trust accreditation preparation assessment


Natural Lands Trust, PA *

“Strategies for the Future,” a white paper on innovative conservation strategies


New Concepts Self Development Center, WI

Program evaluation and recommendations


North Alabama Land Trust, AL *

Organizational assessment 


North Carolina Coastal Land Trust, Cherry Point Marine Air Station, Town of Goldsboro and Seymour Johnson Air Force base, NC

Developed selection criteria for priority land acquisition under State and Department of Defense guidelines, funding research, landowner outreach


Northeast Wisconsin Land Trust, WI

Executive coaching, strategic planning, organizational assessment


North Florida Land Trust, FL

Policy development




North Oakland Headwaters Land Trust, MI *

Organizational assessment


Open Space Council, MO

Organizational assessment  


Ozark Regional Land Trust, Multi-state

Organizational assessment, transition planning, leadership succession planning, land transaction guidance and review


Ozaukee Washington Land Trust, WI*

Executive Director Search and Transition  (work with Board) 

Conservation planning facilitation


Patient Privacy Rights, National

Succession planning, board development


Pee-Dee Land Trust, SC *

Organizational assessment
, strategic planning


The Prairie Enthusiasts, IL, WI, MN

Strategic planning


Prairie Land Conservancy,  IL

Strategic planning


The River Network, National River Rally Conference

Trainer, multiple years. Topics include basics of finances for boards, board engagement, annual planning, urban greenways (Weber) 


River Revitalization Foundation, WI

Strategic conservation planning, board training, mentoring staff in land protection tools


San Marcos Greenbelt Alliance, TX

Strategic planning; leadership succession planning


Shirley Heinze Land Trust, IN

Organizational assessment, strategic planning, accreditation preparation


Six Rivers Regional Land Conservancy, MI *

Organizational assessment, board retreat, board leadership development


Southeast Equestrian Trails, National

Training on conservation tools and opportunities


Southeastern Wisconsin Watersheds Trust, Inc., WI

Strategic planning


Southeast Regional Land Trust Conference

Trainer, multiple years. Topics include board effectiveness, board engagement, fundraising, and tapping into the power of your board


Spartanburg Area Conservancy, SC *

Organizational assessment, strategic planning


Superstition Area Land Trust, AZ

Opportunities assessment


Tall Pines Conservancy, WI*

Conservation planning, strategic planning


Texas Land Trust Council, TX

Transition planning, strategic planning, board and organizational development, client needs assessment


Texas Statewide Land Conservation Conference

Trainer, multiple years. Topics include building boards, board engagement, planning for the future, conservation planning and organizational development


Town of Sandyfield, NC

Conservation easement baseline documentation report


University of the Virgin Islands, US Virgin Islands

Program evaluation, project-specific research


University of Wisconsin-Parkside Center for Community Partnerships, WI

Trainer, multiple years for Nonprofit Leadership Conference. Topics include board development, board recruitment and orientation, succession planning


Valley Conservation Council, VA

Organizational assessment 


Valley Land Fund (TX)

Organizational assessment


Virginia’s United Land Trusts, VA

Statewide annual conference: board governance & stewardship funding presentations


WasteCap Resource Solutions, Wisconsin

Board evaluation (Governance Practices Survey) and board development


Wellspring Inc., WI

Succession planning for executive director


West Wisconsin Land Trust, WI*

In-depth organizational assessment, Strategic planning


West Virginia Land Trust, WV

Stewardship program assessment


Western New York Land Conservancy, NY *

Conservation opportunities assessment, development of project selection criteria, conservation easements review


Wolf River Land Conservancy, TN *

Organizational assessment