Case Study: Executive Assistant Search, Center for Couples Therapy

Client:
The Center for Couples Therapy
Trish Stanley, PsyD, LMFT – Founder and Clinical Director

Challenge:
When her longtime Executive Assistant announced plans to depart, Trish was understandably bereft. The role was central to her clinical practice’s daily operations and rhythm, and the idea of replacing such a trusted team member felt overwhelming. The search required not only a highly competent professional but someone who could intuitively understand and fit the culture of the organization.

Approach:
I partnered closely with Trish to develop a clear and compelling position description that reflected the responsibilities of the role and the tone and values of her practice. I then posted the opportunity on LinkedIn and quickly began screening applicants.

Within two weeks, I identified four strong candidates and provided Trish with summaries of each, including my insights into their qualifications, communication style, and likely fit. This allowed her to move forward confidently and efficiently with interviews. Trish ultimately selected Jeannelle, who has been a fantastic addition to the team. Their working relationship is off to a wonderful start, and Trish is delighted with the outcome.

Supporting Growth and Leadership at a Premier Concierge Medical Practice

Client:
The Center for Couples Therapy
Trish Stanley, PsyD, LMFT – Founder and Clinical Director

Challenge:
When her longtime Executive Assistant announced plans to depart, Trish was understandably bereft. The role was central to her clinical practice’s daily operations and rhythm, and the idea of replacing such a trusted team member felt overwhelming. The search required not only a highly competent professional but someone who could intuitively understand and fit the culture of the organization.

Approach:
I partnered closely with Trish to develop a clear and compelling position description that reflected the responsibilities of the role and the tone and values of her practice. I then posted the opportunity on LinkedIn and quickly began screening applicants.

Within two weeks, I identified four strong candidates and provided Trish with summaries of each, including my insights into their qualifications, communication style, and likely fit. This allowed her to move forward confidently and efficiently with interviews. Trish ultimately selected Jeannelle, who has been a fantastic addition to the team. Their working relationship is off to a wonderful start, and Trish is delighted with the outcome.

Developing a Strategic Plan for the National Alliance for Caregiving (NAC)

Client: National Alliance for Caregiving (NAC)

Challenge:
NAC sought to update its mission, vision, and values while refining its strategic priorities and developing new goals to guide the organization’s efforts in a rapidly evolving caregiving landscape. They needed a clear, adaptable framework to ensure alignment across staff and board and to provide a roadmap for future activities and measures.

Approach:

Mission, Vision, and Values:
Sachar Solutions facilitated a collaborative, iterative process with NAC’s leadership, staff, and board to revise their mission, vision, and values. This work ensured that these foundational elements reflected the organization’s current aspirations and the evolving needs of caregivers.

Strategic Priorities and Goals:
Working closely with NAC, we refined their strategic priorities and developed a concise set of actionable goals under each priority. These were designed to be specific, measurable, and adaptable as circumstances changed but captured the organization’s vision for what it wanted to achieve in the next four years.

Stakeholder Analysis:
Sachar Solutions conducted a comprehensive external stakeholder analysis, gathering input from key partners and stakeholders, including donors. The analysis was conducted through interviews and also digital surveys. This feedback provided invaluable context for the strategic plan and helped align NAC’s goals with external needs and expectations.

Final Framework:
The result was a robust strategic plan that integrates the updated mission, vision, and values with new priorities and goals. This framework provides a simple yet powerful roadmap for NAC to develop annual activities and measures that advance their mission.

Outcome:
NAC now has a strategic plan that positions the organization to address future challenges and opportunities while maintaining alignment across leadership, staff, and board. The framework is visionary yet concrete, reflecting both the internal dynamics and external environment in which NAC operates. Concise and actionable, it serves as a powerful tool for engaging partners, donors, and stakeholders, while providing a crucial blueprint for the next five years.

For other clients, Sachar Solutions also provides services to develop timelines, performance measures, and dashboards to track progress against strategic goals.