Board and Volunteer Professional Development Workshops

University of Georgia

Strategic Planning

University of Wyoming

Strategic Planning

University of Kentucky

Association Review

Wichita State Alumni Association

Executive Coaching and Career Management Services

Patouillet Consulting, LLC (PCLLC) collaborates with educational leaders to develop strategies to address pressing administrative, personnel and organizational issues. The firm also enjoys extensive experience in assisting clients in their own career development through offering an array of related services.

Patouillet Consulting offers a one-hour complimentary session to discuss your career needs, and to explore ways in which we can help you achieve your desired outcomes. To schedule your initial complimentary consultation, contact Ms. Mary Patouillet, PCLLC Executive Vice President and Chief Operating Officer @ mary@patouilletconsulting.com.

Mary Persky, SPHR, GPHR

Ms. Mary Persky leads the firm’s Executive Coaching and Career Management Services operation. She has more than 35 years of experience working in human resources. Throughout her career, she has hired hundreds of employees. Ms. Persky is an accomplished human resources professional and enjoys a proven track record of success in acquiring and developing talent, employee relations, organizational development, career advancement, as well as executive coaching.

Executive Coaching and Career Management Services

Executive Coaching

PCLLC provides individual coaching to achieve new and fresh career perspectives. Included is a focus on skills and actions needed for career success. Executive coaching is forward moving and future oriented, targeting the right goals and the opportunity for change and career growth. Both individual and group coaching are available

Career Counseling

PCLLC is available to work in close collaboration with individuals to assist with career planning including career advancement, networking, relocation, strategic search, employment negotiations, downsizing, operational excellence, thought leadership, employment brand, organizational design as well as alignment and self-employment.

Professional Resume/Document Preparation

PCLLC collaborates with clients to ensure communication with potential employers is professional, timely, and represents the candidate’s strengths in the context of the specific job description. Patouillet Consulting, LLC works with the client in preparing career search documents including resumes, cover and thank you letters, tips for email correspondence and follow-up strategies. The firm also offers resume reviews and critiques specific to higher education.

Interviewing

Patouillet Consulting, LLC offers counsel in preparation for employment interviews. A PCLLC consultant will explore interests, perceived interview or communication strengths and weaknesses, interview formats and difficult questions. The firm offers a simulated interview and critique. Responses, body language, interview etiquette, follow-up techniques and salary negotiations will be reviewed. PCLLC provides a Tip Sheet on interviewing and salary negotiations.

Edward Chiu, Former Vice Chancellor for University Advancement, University of Massachusetts Lowell
“Dr. Lee Patouillet is an outstanding leader in the advancement field and a trusted colleague.  As UMass Lowell builds a comprehensive alumni outreach program, Lee provided executive coaching and outlined best practices in the field to help our staff build a plan for the future.  His knowledge, wisdom and experience was invaluable to our team.”

Holiday Issue 2012

 Holiday Issue 2012

Patouillet Consulting 2.0

We invite you to visit PatouilletConsulting.com to check out our new look and list of expanded services. We greatly appreciate the feedback received from our National Advisory Board and other professional colleagues during the development phase of this new site. We welcome your comments.  (submit feedback)

Recent Assignments and Presentations

The Integration of Alumni and Development in Fundraising and Capital Campaigns

University of Tennessee Knoxville

Contact: Scott Rabenold,

srabenol@utk.edu

The Role of Alumni Relations as a Strategic Partner in Advancing the University and Enriching the Lives of Students and Alumni Worldwide

University of Tennessee Knoxville

Contact: Scott Rabenold,

srabenol@utk.edu

Strategic Planning

Life University

Contact: Greg Harris,

greg.harris@life.efu

Creating Effective Development Metrics (Professional Development Seminar for

Advancement Officers)

Pittsburgh, PA

Contact: Patouillet Consulting, LLC,

lee@patouilletconsulting.com

Board Development: Prospect Identification & Rating Training

Belle Terrace Health and Wellness Center

Contact: Janice Sherman,

jsherman@30906.org

Executive Coaching and Best Practices in Alumni Relations

Geneva College

Contact: Jeff Jones,

jajones@geneva.edu

The Role of the Board in Resource Development (For Foundation Trustees)

Technical College System of Georgia

Contact: Judy Taylor,

jtaylor@tcsg.edu

Diversifying your Revenue Stream in an Era of Funding Cuts (Professional Development

Seminar for Nonprofit/Advancement Officers)

Pittsburgh, PA

Contact: Patouillet Consulting, LLC,

mary@patouilletconsulting.com

Executive Coaching and Best Practices in Alumni Relations

UMassLowell

Contact: Ed Chiu,

edward_chiu@uml.edu

Strategic Planning

James Madison University

Contact: Ashley Privott,

privotae@jmu.edu

The Integration of Alumni and Development in Fundraising and Capital Campaigns

National Black College Alumni Hall of Fame Foundation, Inc.

Contact: Prince Brown,

Prince.Brown@twd-inc.net

Keys to Volunteer Engagement and Performance Management

Refugee Resettlement and Immigration Services of Atlanta

Contact: Amy Crownover,

acrownover@rrisa.org

Strategic Planning

Oakland University

Contact: Eric Barritt,

barritt@oakland.edu

The 5 I’s of Development

Georgia Center for Nonprofits

Contact: Cindy Cheatham,

ccheatham@gcn.org

Advancement and Nonprofit News & Views 

A newsletter designed to offer timely and useful information for you and your organization.

Subscribe to our newsletter

Patouillet Consulting, LLC wishes you Happy Holidays and a Healthy and Prosperous New Year!

Charting a Bold New Course for the Georgia State University (GSU) Alumni Association: A Case Study in Strategic Planning

Most alumni organizations today recognize that in order to meet their long-term goals and objectives in an effective and efficient way, they must have a plan to follow—a map to lead them to their desired destination. Whether an association is considering development of their first strategic plan like GSU was, or is a veteran of several completed plans, the process can be a daunting one.

Brad Ferrer, 2009-2012 President

GSU Alumni Association

Brad Ferrer is immediate past president of the GSU Alumni Association, and Executive Vice President for Finance and Administration at Cable News Network (CNN). Mr. Ferrer led the association during the development of the GSU Alumni Association strategic plan. 

Christina Million, Executive Director

GSU Alumni Association

Christina Million serves as the Assistant Vice President for Alumni Relations and Executive Director of the GSU Alumni Association.

Note: Mr. Ferrer, Ms. Million, and Dr. Lee Patouillet  of Patouillet Consulting LLC are presenting a session on the GSU Alumni Association Strategic Planning Process: Challenges and Opportunities at the CASE III Conference—Atlanta, GA in February, 2013.

Patouillet Consulting LLC assisted Georgia State University in developing its newly implemented strategic plan. Christina Million (CM) and Brad Ferrer (BF) answer questions about the plan and the process. 

1.    Why did you do a strategic plan for the Georgia State University Alumni Association?

BF: We wanted to tie our planning efforts to the GSU Strategic Plan; so once the school’s plan was ratified by the University Senate during early 2011, we began our planning efforts so we could align our mission, values and vision with the university’s strategic plan.

CM: Since the GSU Alumni Association had never completed a strategic plan, it was perfect timing to develop one to provide direction for the entire organization and to support the university’s goals.

2.    What role did your consultant play in assisting you in developing the plan?

CM: Patouillet Consulting, LLC (PCLLC) was integral to the entire process. They helped direct us and kept us focused on the common goal. It is easy to get lost in details and forget the big picture, and they were able to keep everything on track. The firm provided great examples and materials to spark conversation and discussion. Also, their expertise was invaluable, and provided great insight in the most effective way leading to the successful completionof the plan. PCLLC made my job so much easier, and I am thankful for all their guidance from start to finish.

Read the entire article at PatouilletConsulting.com

Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.

~Paul J. Meyer

New! Expanded Executive Coaching and Career Development Services Offered

In response to demand from professional colleagues and clients, Patouillet Consulting, LLC, has formalized the firm’s offerings in the following areas:

  • Executive Coaching
  • Career Counseling
  • Personal Brand Building
  • Development of Professional Resumes, Cover Letters and Supporting Documents
  • Interviewing Techniques
  • Salary Negotiations
  • Professional Networking Strategies

Patouillet Consulting , LLC offers a one hour complimentary session to discuss your needs and to explore ways in which our firm can help you achieve your desired objectives. For further information, please contact Dr. Tom Kolda at tom@patouilletconsulting.com

New Staff

Dr. Tom Kolda 

PCLLC Senior Consultant

Thomas J. Kolda, Ph.D., of Westerville, Ohio, recently joined Patouillet Consulting, LLC (PCLLC) as a Senior Consultant assisting with executive coaching, career management, counseling and related services. He worked in higher education and other not for profit advancement leadership roles for more than three decades. Dr. Kolda brings a wealth of experience to his role at Patouillet Consulting, LLC. 

Patouillet Consulting, LLC helps college, university and nonprofit leaders generate additional support and increase constituent engagement.

The firm, established in 1983, serves as a strategic partner in assisting our clients in the following areas:

Patouillet Consulting, LLC enjoys the involvement and support of a national advisory board comprised of industry leaders. Additional information about the firm is available at www.patouilletconsulting.com.

For further information, email Dr. Patouillet

Workshops & Seminars

Higher Education
  • The Integration of Alumni and Development in Fundraising and Capital Campaigns
  • The Role of the Board Member in Resource Development
  • The Role of the Alumni Association as a Strategic Partner in Advancing the Institution
  • Key Metrics and Dashboards in Development and Alumni
  • Strategies for Diversifying your Revenue Stream in an Era of Funding Cuts

Community Based Nonprofits

  • Strategic Planning for Community Based Nonprofit Organizations
  • The Role of the Board Member in Resource Development
  • Strategies for Diversifying your Revenue Stream in an Era of Funding Cuts
  • Moving from a Good Board to an Exceptional One
  • Key Metrics and Dashboards for Nonprofit Organizations

Patouillet Consulting, LLC

Client Testimonials

Dr. E. Joseph Savoie

President

University of Louisiana at Lafayette

When the University of Louisiana at Lafayette was seeking a consultant to conduct a comprehensive review of our University Advancement division, we wanted someone knowledgeable in the various advancement disciplines who had an extensive network of practitioners to call on and a professional record of accomplishment. Lee Patouillet surpassed our expectations and delivered a thorough report in a flexible and affordable manner. Patouillet Consulting provided an excellent return on investment for our project.”

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Ms. Eva T. Blum

President, PNC Foundation

Trustee, University of Pittsburgh

As co-chair of the largest capital campaign in the school’s history (two billion dollars), I worked closely with Lee to engage alumni in this effort. We knew that alumni giving would be critical to the success of the campaign. Lee directed the thinking and the development of a strategy to integrate the alumni association into the capital campaign. There were many innovative ideas adopted that continue to enhance the campaign.”

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Mr. Scott A. Rabenold

Vice Chancellor, Development and Alumni Affairs

University of Tennessee, Knoxville

“We had incredibly high expectations when we engaged Patouillet Consulting to review our alumni office. However, Lee and his team far exceeded our ambitious expectations with their professionalism, preparedness, and presentation. It was well worth the investment to contract with Patouillet Consulting and we look forward to implementing their recommendations.”

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Ms. Judy L. Taylor

Director of Resource Development

Technical College System of Georgia

“The two-year sector of higher education is the point of access to post-secondary education for millions of Americans. Today, as a sector, we serve the majority of the nation’s undergraduates, including many who are low-income and first generation students; students of color or students who are underprepared for college level courses. Our challenge as fundraisers has never been more important – for our students and for our nation. Patouillet Consulting has provided expert advice, counsel and training for 25 colleges in the Technical College System of Georgia. As a result, we are better prepared to support students, faculty, staff and programs throughout the state.”

Charting a Bold New Course for the Georgia State University (GSU) Alumni Association: A Case Study in Strategic Planning

Most alumni organizations today recognize that in order to meet their long-term goals and objectives in an effective and efficient way, they must have a plan to follow—a map to lead them to their desired destination. Whether an association is considering development of their first strategic plan like GSU was, or is a veteran of several completed plans, the process can be a daunting one.


Brad Ferrer
2009-2012 President, GSU Alumni Association
Brad is immediate past president of the GSU Alumni Association, and Executive Vice President for Finance and Administration at Cable News Network. Mr. Ferrer led the association during the development of the GSU Alumni Association strategic plan.

Christina Million
Exectuive Director, GSU Alumni Association
Christina serves as the Assistant Vice President for Alumni Relations and Executive Director of the GSU Alumni Association.

Note: Mr. Ferrer, Ms. Million, and Dr. Lee Patouillet  of Patouillet Consulting LLC are presenting a session on the GSU Alumni Association Strategic Planning Process: Challenges and Opportunities at the CASE III Conference—Atlanta, GA in February, 2013.

Patouillet Consulting LLC assisted Georgia State University in developing its newly implemented strategic plan. Christina Million (CM) and Brad Ferrer (BF) answer questions about the plan and the process.

1.    Why did you do a strategic plan for the Georgia State University Alumni Association?

BF: We wanted to tie our planning efforts to the GSU Strategic Plan; so once the school’s plan was ratified by the University Senate during early 2011, we began our planning efforts so we could align our mission, values and vision with the university’s strategic plan.

CM: Since the GSU Alumni Association had never completed a strategic plan, it was perfect timing to develop one to provide direction for the entire organization and to support the university’s goals.

2.    What role did your consultant play in assisting you in developing the plan?

CM: PCLLC was integral to the process. Lee helped direct us and kept us focused on the common goal. It is easy to get lost in details and forget the big picture, and he was able to keep everything on track. He provided great examples and materials to spark conversation and discussion. Also, his expertise was invaluable, and he provided great insight in the most effective way to present ourselves and the completed plan. Lee made my job so much easier, and I am thankful for all his guidance from start to finish.

BF: Our consultant was a key facilitator who had a broad range of very relevant experience. His experience was invaluable as options were considered and context for decision-making was needed.

 3.    What kind of process did you use to develop your plan?

CM: We wanted a lot of input from the association’s key stakeholders, so they would be invested in the plan. We started with a retreat for the full board, and then worked with a strategic planning committee within the board. The University President and the VP for Development and Alumni Affairs provided input to make sure it would correlate well with the university. The timing was great, and it lent plenty of opportunity for input.

BF: It was important to build in sufficient time to allow for data-gathering, debate and discussion, and follow-up research in order to have a more fully supported final proposal.

4. How did you involve the staff and board in this process?

BF: We depended upon the staff to complete much of the detailed work, including discussion preparation, research, and initial proposals—all of which facilitated board discussion. The board was engaged throughout the process to provide guidance to the staff, consider the initial staff proposals, recommend their own proposals, and ultimately approve the work product from each phase.

5. How did your plan relate to the university’s goals and objectives?

CM:  It relates closely to the university’s goals and objectives, which was the point of the entire process. The university is the reason we exist, so we should all be working for common goals and objectives. Our plan represents that well, and we can definitely benchmark plan to plan to see how we are succeeding.

6. How did you involve the alumni population in general in this process?

CM: As part of the strategic planning process, we conducted the first comprehensive alumni survey in the history of the university. We did separate surveys to university alumni and to faculty/staff alumni. We had 4556 responses, which was over 12% for the two groups. We were very pleased with the phenomenal response rate. We got great information that can be used for programming and events, and it has already been incorporated in a number of things we are doing. By listening to our alumni, we can determine what we really need to be striving to do in order to be good stewards of our alumni base.

7. What were some of your key findings from your alumni survey?

BF: We received very helpful guidance on alumni priorities, which were segregated by key demographics, and also on alumni attitudes towards GSU, which should prove helpful in the development effort.

CM: Specific findings included:

  • Equity of degree is a core driver for alumni.
  • Career services are important to our alumni.
  • Targeted communications focusing on successful outcomes are needed.
  • We must continue to focus on improved public opinion of GSU and the association as source of information about GSU.
  • We should build campus coalitions around alumni by sharing and discussing data.

8.   What were some of the benefits of developing this plan?

BF: This plan gives the GSU Alumni Association specific focus when establishing goals, it aligns the association’s plan with the larger university plan which is essential to success, and it helped unify the board in reaching consensus regarding plan specifics.

9.   What were some of the challenges in creating your plan and how did you address them?

CM: It is difficult to gain consensus on the importance of an organization from a large number of people. There were many different points of view regarding why the association exists and how it should operate in serving the alumni of GSU. The first few meetings were necessary to craft the message, and then the rest of the plan could follow. Once there was consensus on the actual message of the organization, it was easier to understand what to highlight in the plan.

10. What advice would you have for others contemplating the development of a strategic plan for their alumni association?                                            

BF: It is essential to tie this planning process to the university’s planning process, to fully engage the board in the development of the plan, and to also involve the alumni population in the plan.

CM: When people have been heard in the process, they are much more likely to believe in the plan, take ownership of it, and live by it. The strategic planning process was also of great benefit to the alumni staff because they worked toward essential organizational goals, and now they will be able to see the results and track our progress.

Creating Effective Development Metrics

PCLLC Seminar
[Read more…]

5 I’s of Development

Georgia Center for Non-profits
[Read more…]

Strategic Planning

Oakland University
[Read more…]