Case Studies

Leading Community Health and Housing Agency

Strategy Development and Deployment

  • A leading community health and housing agency in New York with a celebrated history in fight against HIV/AIDS, in a turnaround situation with significant cash challenges
  • Agency facing significant challenges with changes in regulations and funding from the government for its core programs
  • Business model and offerings had not kept up with the shifting needs of the under-served and the organization lacked financial discipline in decision making

Led a co-creative strategy development process that engaged the leadership team in a series of analysis driven dialogues. The analyses centered around:

  • Comprehensive impact and financial review of all programs and current priorities
  • Market assessment to understand size of different segments – housing, healthcare and prevention in the New York market
  • Agency capabilities and financial review
  • Developed a change story to use with funders and donors
  • Deployed a change management program to address difficult headcount reductions



  • Agency has completed its turnaround to earn the right to grow
  • Reduced operational costs by $1 million while defining growth priorities by segment and within each segment
  • Maintained employee engagement despite some difficult headcount reductions