Mountain View, California, United States
Impact-oriented philanthropy executive with expertise driving programs to improve outcomes in health care, education, and social services. Successful track record directing effective grant allocations up to $40M annually. Extensive experience in: building and leading teams; setting and aligning organizational strategy to program operations; grant making; program evaluation; capacity-building; and board development. Recognized for collaborative leadership style with the ability to manage up and down the organization while navigating ambiguity and partnering with diverse stakeholders up to the trustee level. Deep functional knowledge in health care delivery (including hospitals; women’s health; nursing), and consulting expertise drawn from top-tier professional services experience and as a trusted advisor to 100+ nonprofits. STRATEGIC LEADERSHIP Skilled at developing the vision, plan, and operations for key outcomes, and inspiring teams to achieve meaningful and measurable results (2018 recipients of President’s Citation by AAHPM). PHILANTHROPIC IMPACT Dedicated to creating philanthropic excellence, with expertise gained as a leader at two top U.S. foundations (the Robin Hood Foundation & the Gordon and Betty Moore Foundation). Engaged as a consultant to multiple leading foundations to design programs for impact and evaluate results. HEALTH CARE EXPERTISE Deep knowledge of health care delivery issues and quality improvement; frequent presenter at conferences and panels (e.g., Health Affairs special issue launches & Grantmakers in Health events). OPERATIONAL EXCELLENCE Recognized as a leading exemplar on the best grant making approach to ensure both grantees and the foundation achieve desired outcomes. Dedicated to ongoing development of people and teams to foster a learning organization while driving continual operational improvement.
Strategy consulting to foundations and individual nonprofits, focused on organizational transformation of philanthropic organizations and nonprofit agencies. Recent consulting engagements include a project for the Robert Wood Johnson Foundation focused on strengthening the healthcare workforce and an exploration of digital health options for adolescent mental health.
Led the Moore Foundation’s efforts to improve the experience and outcomes of patient care, and member of Senior Management Team and Executive Team. Strategic oversight of investments in diagnostic excellence and medication safety in the community, plus management of the award-winning team exploring high-quality, community-based care for high-need patients. • Responsible for $40M annual grant making allocation and $3M program operating budget. • Managed the $100M commitment to the Betty Irene Moore School of Nursing at UC Davis. • Oversaw development of the Diagnostic Excellence Initiative, approved by board of trustees at $85M for eight years (2018). • Responsible for recruiting, hiring, and managing team of 10, including supporting professional development activities. • Selected to speak at conferences and meetings, including presentations, webinars, and panel discussions across the U.S.
Led the foundation’s team exploring opportunities to provide high-quality, community-based care for high-need patients, and previously supported the foundation’s Nursing Initiative, from 2007-2015. • Key architect of the High-Need Patients Investigation, approved by board of trustees at $40M over three years (2016). Foundation subsequently received the 2018 American Association for Hospice and Palliative Medicine President’s Citation. • Assumed leadership of the Betty Irene Moore Nursing Initiative workforce strategy and of the SF Bay Area quality improvement portfolio. In 2014 and 2015, focused on the nursing initiative exit and dissemination efforts.
Provided strategy consulting to foundations and individual nonprofits, focused on organizational transformation of philanthropic organizations and nonprofit agencies. Sample projects: • Developed the strategic plan to guide the direction of a women’s nonprofit health care services provider, providing business modeling, operations, and staffing plan, culture, facilities management, and types of clients served. • Authored an issue brief for the California HealthCare Foundation that explored potential impacts of proposed changes to MediCal (published by CHCF). • Engaged to design and implement an evaluation strategy for three program areas of a large regional health care foundation. • Over eight years, delivered external feedback on 50 projects yearly for global consulting firm, including clients in: philanthropy, global health, corporate social responsibility, education, and collective impact. Conducted feedback sessions, collected and analyzed results, created persuasive annual presentations with identified themes and recommendations for leadership. • Developed strategic plan for social enterprise nonprofit with $15M annual budget to strengthen impact and guide growth. • Retained by board of directors for nonprofit Internet organization to create new organizational strategy; consulting deliverables included market segmentation, competitive analysis, and interviews with national thought leaders. • Served as a member of senior management team for a new national nonprofit; developed and managed market research guided product development strategy and implementation. • Explored replication in Northern & Central California of NY-based after-school program with proven results to improve high-school graduation rates, decrease teen pregnancies, and increase employment opportunities.
Established and launched a one-stop, nonprofit business-intelligence service, offering nonprofit organizations easy access to the best online resources, services and products at cost-effective rates. • Raised $1.6M in two rounds of funding to grow, train, and develop the team from 0-12 FTE in less than four months. • Developed vision, goals and functional strategies, and quarterly finance projections. Provided operations oversight: product development, marketing, site development, customer support, QA, ordering and fulfillment. • Represented company at industry conferences, panel discussions, and investor meetings.
Managed Foundation's management assistance program (1999 total value of services: $2 M); developed program strategies and budgets; recruited, trained, and managed staff of four, and provided management and technical assistance. • Provided direct consulting in strategic planning, business planning, board recruitment and development, operational effectiveness program evaluation, accounting, legal, technology and real estate assistance to 100+ not-for-profits. • Solicited and managed relationships with corporate partners such as Deloitte & Touche, LLP, Monitor Company, and Bankers Trust, which provided pro bono and volunteer technical and management assistance; served as project manager and liaison (including legal, technology, accounting, fund raising, HR, marketing, and real estate projects). • Presented strategies for engaged grantmaking and venture philanthropy initiatives to other private funders and graduate schools; represented Foundation as speaker at various conferences. • Served as Acting Program Officer for selected Early Childhood, Education, and Youth programs; responsibilities include reviewing grant proposals, establishing relationships with potential and current grant recipients, monitoring current grants, recommending funding to the Board of Directors, setting contract goals, and overseeing program evaluation efforts.