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.”

Revenue Generation (Feasibility Studies, Capital Campaigns, Membership Dues, Annual Giving and Affinity Programs)

Patouillet Consulting works with its clients in a variety of areas related to generating revenue including feasbility studies, capital campaigns, the annual fund, membership dues, and affinity programs. Patouillet served on the senior leadership team responsible for two capital campaigns in excess of one billion dollars each. He was directly responsible for a campaign goal in excess of 12 million dollars at Pitt. Over the course of Dr Patouillet’s tenure at Pitt, self-generated alumni association income increased by more than 2000%. He also led the effort to increase the Pitt Alumni Association’s endowment from zero to more than 9 million dollars. Patouillet established membership dues programs at the University of South Florida and at Pitt. At the University of Florida, he provided oversight to the largest dues paying alumni association in the Southeastern Conference (SEC). He worked with a number of schools including the University of Florida and the University of Arizona in establishing their dues programs.

Eva T. Blum, Chair, Board of Trustees, 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.”

Gary Olsen, Vice President, Development and Alumni Relations, University of Scranton

“I have known Lee Patouillet for more than 20 years as a friend, mentor and colleague. Lee is one of the most knowledgeable, insightful and thoughtful advancement professionals whom I know.”

Roger L. Williams, D. Ed., Former Executive Director, Penn State Alumni Association

“I have known Lee Patouillet for many years and I have a high regard for his intellect, creativity, executive acumen, drive and energy, and commitment to generating results in everything he undertakes. I give him my highest recommendation. Lee is the best in the business.”

Market Research & Strategic Planning

Dr. Lee Patouillet, president of the firm, co-chaired the CASE Conference on Strategic Planning with a colleague from MIT. Organizations should be mission focused, values based and demographics driven. Patouillet Consulting, LLC works with its clients to develop plans with measurable outcomes resulting in living documents which help organizations stay on course and achieve their desired objectives. PCLLC prides itself in taking a custom approach to each strategic planning process to ensure the desired outcomes of the client are met.

Recent strategic planning assignments include Florida State University, University of Wyoming, University of Central Florida, Georgia State University, Oakland University, James Madison University and the Mississippi University for Women. The firm’s strategic planning process and template has been used by more than 20 universities throughout the country.

Dr. Patouillet and his team have led the effort to develop 17 strategic plans.  One of the plans he directed at Pitt received the CASE Grand Gold Award and is used by Harvard’s Business School as an example of effective strategic planning.

Noted leadership expert and Patouillet Consulting Advisory Board member Frances Hesselbein states, “Organizations need a common language creating a common vision leading to common ground. ”

Eric Barrett, Vice President, Development, Alumni and Community Engagement, Oakland University

“I was particularly impressed with Lee’s ability to engage our alumni board members at our retreat this fall.  He took what appeared to be a highly complex and ambitious strategic planning agenda and broke it down into manageable segments that facilitated meaningful communication and participation among all attendees. With Lee’s guidance, I have high expectations for our new vision of alumni engagement at Oakland University.”

Allegra Brigham, Interim  President , Mississippi University for Women

Thank you for the excellent work you did preparing for and facilitating the first board retreat for MUW’s newly merged MUW Alumni Association. The results were great! As an outcome of your work, the MUWAA will have a strategic plan, agreed upon roles and responsibilities for board members, guidelines for effective clubs and much more. What a great accomplishment! “

Christina Million, Executive Director, Georgia State University Alumni Association

Patouillet Consulting’s work was integral to the success of developing our plan. They helped direct us and kept us focused on the common goal. In this kind of process, it is easy to get lost in the little things and forget the big picture, and they were able to keep us on track. They shared great examples and materials to spark conversations and discussions. Also, their counsel was extremely helpful because wording can easily be misconstrued and/or overused. The firm provided great insight in the most effective way leading to the completing of the plan. They made my job so much easier, and I am thankful for all of their guidance from start to finish.”

Eva T. Blum, President, PNC Foundation and Trustee, University of Pittsburgh

“As a past president of the Pitt Alumni Association, Lee and I worked closely together on moving the association forward. Lee was instrumental in helping us shape a dynamic strategic plan. He always saw the big picture and helped us take steps to make the association attractive to alumni around the world. He is a master at understanding the potential of any organization.”

 

 

 

Advancement/Alumni Association Program Reviews

In this era of limited resources, increased expectations from constituents and the need for clear deliverables, program reviews are an excellent strategy through which to gain key insights from stakeholders and to chart a future course of action to ensure greater organizational relevancy and sustainability. Ideally, a program review would be an integral part of a strategic planning effort.

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 knowledgable in the various advancement disciplines who had an extensive network of practioners to call on and a professional record of accomplishment. Dr. Lee Patouillet surpassed our expectations and delivered a thorough report in a flexible and affordable manner. Patouillet Consulting provided excellent return on investment for our project.”

Ms. Cathy Sweet, Vice President, Institutional Advancement, University of Maryland University College (UMUC)

“Looking for consultants who have experience with advancement operations in large, on-line institutions can be a challenge. Dr. Patouillet’s consulting model allowed him, through his impressive advisory board, to gain the insight, knowledge and expertise needed to assist us. Spending a great deal of time understanding the culture of the institution and its unique position in higher education, he produced an impressive final report which I have already used extensively with staff and university leadership including the Board.”

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. Mariann Geyer, Vice President for External Affairs, Point Park University
“When I needed someone to step in to evaluate the University’s growing Alumni Relations department and the Alumni Board activities, Lee was the perfect partner. He thoughtfully stepped in with the right amount of proven expertise to benchmark the operation as well as act as a mentor to the Alumni Relations staff and Alumni board. The University not only received a complete report but I received the peace of mind I needed that helped guide future decisions. Everyone needs a Lee Patouillet in their contact list.”

 

 

The Integration of Alumni and Development in Fundraising and Capital Campaigns

There is a growing need for greater collaboration between the alumni and development functions on college campuses in capital campaigns. Patouillet has identified 10 significant ways alumni associations can serve as vital partner in capital campaigns. He co-authored a chapter on the topic in the 2009 book entitled Alumni Relations: A Newcomers Guide to Success published by CASE. Much of the volunteer leadership for the two billion dollar Discover a World of Possibilities campaign at the University of Pittsburgh came from the alumni association. The co-chair of the Pitt campaign is a former alumni association president.

Eva T. Blum, Chair, Board of Trustees, 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.”

Ann Braun, Former Assistant Dean, Keck School of Medicine, University of Southern California
“Lee’s ability to distill the relationship between dynamic fundraising and building a robust alumni program has influenced my work in academic medicine at the University of Florida and the University of Southern California. He’s able to articulate the elements involved in designing a complimentary relationship between alumni relations and donor development.”

Constituent Engagement Strategies, Tracking & Metrics

Organizations today are seeking to enlarge more constituents in order to generate additional revenue, advocates and volunteers.

Patouillet Consulting works with clients to develop effective strategies to broaden constituent engagement, track this involvement and develop metrics-all leading to increased organizational support.

Through the firm’s Modes of Engagement System(tm), Patouillet Consulting identifies various segments of an organization’s constituent base to facilitate increased giving and volunteerism.

Dan L. Heinlen, President and CEO Emeritus, The Ohio State University Alumni Association “Lee Patouillet is a leader in pragmatic research for the advancement field and possesses excellent on-the-ground application experience.  He understands what works and what doesn’t in our business, making him a first choice among those desiring measurable improvement in their programs.”

Andy Reeher, President, Reeher Group, LLC
“Lee is expert at applying data and information to improve organizational performance. He understands how to get the information he needs. More importantly, he is committed to putting it to work to build better, smarter relationships.”

Board and Organizational Development

Many organizations are seeking ways to enhance the effectiveness of their boards and the overall operation. Patouillet Consulting works with numerous educational institutions and community based non profit organizations on program audits, strategic planning, budgeting, staffing models, volunteer and performance management as well as fund development. Recent organizational development assignments include UMass Lowell, Refugee Resettlement and Immigration Services of Atlanta, Technical College System of Georgia, Georgia Center for Nonprofits and the University of Tennessee.

At USF, Pitt and UF, Patouillet worked with the alumni and university leadership to outline board member expectations, clarify the role of board and staff, establish transparent reports on the financial health of the respective organizations and create a variety of self-assessment instruments.

Frances Hesselbein, President and CEO, Frances Hesselbein Leadership Institute (Formerly known as the Peter Drucker Foundation for Nonprofit Management) and Recipient, Presidential Medal of Freedom

“Dr. Lee Patouillet is an outstanding leader and a trusted colleague. We have worked together for more than 15 years on a number of initiatives and found him to be an effective catalyst for positive organizational change. Lee and Patouillet Consulting have my highest recommendation. He is a leader of the future.”

Michele Nota, Executive Director, University of Rhode Island Alumni Association

“I have known Lee for over 10 years and consider him a leader in our profession. He is a trusted colleague and his passion for the field is contagious. He is a dynamic presenter and has the ability to actively engage staff and alumni volunteers. His services were truly helpful and I highly recommend Lee and the services that Patouillet Consulting can provide.”

Amy Crownover, Director of Development, Refugee Resettlement and Immigration Services of Atlanta (RRISA)

“Patouillet Consulting energized our staff retreat and engaged us all in developing takeaways to implement back at work. From the first phone call, Lee knew what our organization needed better than we did, and he designed the right training for the time that we had available. Lee and Mary combined an excitement for our mission with the level of expertise we needed to move past team building and get some real ideas on paper.”

 Lisa Jones, Executive Director, HouseProud Atlanta

“Dr. Patouillet recently completed a workshop for our small nonprofit around resource development and fundraising. His ideas were fresh and innovative, and he re-energized our already hardworking board. He helped us to look at resource development from a new perspective, and allowed board and staff to begin charting a new path. I highly recommend his services!”

The Rev. Dr. Stephens G. Lytch, Director of Development, World Communion of Reformed Churches

“I have observed Lee’s work in the university and nonprofit sector. His experience, expertise and contagious enthusiasm help his clients articulate their dreams for making a positive impact in their sector and find the resources to make those dreams a reality. He draws the best out of people and is an inspiration to work with.”