Board Governance & Volunteer Engagement
Exceptional boards comprised of engaged and representative volunteers add significant value to an organization and are critical to its success. The Allied Advisors Group has extensive experience working with volunteers and boards in YMCAs of all sizes moving to and through challenges and opportunities at different times in their organizational history. The Allied Advisors Group believes that good governance is much more than compliance and that an empowered board is a strategic asset to be continuously developed, nurtured and leveraged. Knowing that the effectiveness of the board and chief executive are interdependent, the AAG offers the following services to strengthen boards, engage volunteers and build the capacity of the CEO to do both.
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Services & Resources
  • Pathway to Exceptional Board Governance
  • Volunteer Recruitment, Engagement & Succession Planning
  • Enhancing CVO – CEO Effectiveness
  • Facilitated Education/Retreat Sessions

Business Intelligence & Data Analytics 

There are multiple, constantly changing external factors that organizations need to monitor to ensure they stay relevant in the minds of the consumer. ​​​Factors such as demographic trends and consumer needs can be overwhelming for organizations to remain current.  The Allied Advisors can help your organization apply a systematic approach to be competitive and relative in the marketplace.

​Services & Resources
  • Market / Consumer Insight Market Research Analysis
  • Member & Program Rate / Value Proposition Analysis
  • Expansion Analysis / Site Feasibility Studies
  • Member / Customer Tracking
  • Operational Analysis
  • Program Offering / Alignment Analysis
  • Allied Tracking
  • Survey Execution – Customer Satisfaction Survey

Business Development, Consumer Experience & Digital Marketing

Growing and sustaining revenue is important to both financial strength and community service.  The Allied Advisors Group can assist your organization with growth, innovation and retention strategies. AAG can help your team learn new techniques, take member service to the next level, and better serve the community now while preparing for the future.
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Services & Resources​​
  • Business Growth and Customer Experience Audit, Analysis and Implementations
  • New customer acquisition and onboarding development and implementation
  • Digital Marketing Strategy & Implementation (Google advertising, social media advertising, website development)
  • Customer Communication & Engagement
  • Frontline Staff Training
  • Fitness innovation and new program development
  • Third Party Pay 
  • Corporate Membership and Worksite Wellness Development and Implementation
  • Customer Relationship Management (CRM) and Wellness Technology Research, Selection RFP Process, and Implementation Project Management.
  • Financial Assistance Program Development or Improvement support
  • ​Executive Coaching and Mentoring

Capital Planning & Development 

The leveraging of YMCA facilities as an operational asset, competitive advantage and statement about organizational priorities is critical to the sustainability, relevance and impact of a local Y. Because of these broad implications, capital planning and development must comprehensively engage local Y leaders in a variety of aligned, integrated and sequenced activities. In support of Capital Planning & Development and done in cooperation with partner providers the Allied Advisors Group and their associates offer comprehensive consultation, customized services, and broad resources.
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Services & Resources
  • Capital Funding
  • ​Capital Planning & Pre-Funding
  • Design & Construction
  • Operations​​
Collaboration
​There are many reasons for Ys to collaborate; to become more efficient; improve performance; eliminate duplication; expanded reach and greater impact. Whether it is Y+ a local partner, a Y+ multiple partners or Y+Y collaboration the Allied Advisors can help assess and analyze the opportunity, identify key stake holders, consider potential risks and quantify strategic benefits. The complimentary experience and integrated skills found in AAG align with the insight needed and the work to be done whether you are exploring a shared services agreement, a program driven partnership or a complex collaborative relationship.
 
Services & Resources
  • Due Diligence Process & Review
  • Collaboration Facilitation; Reason, Relationships, Responsibilities, Resources & Results
  • Collaboration Vision, Scope, Parameters & Timeline
Executive Coaching
Leaders are responsible for helping an organization meet the challenges of the day while creating a vision for the future and setting the course towards its realization. The Allied Advisors Group has years of experience supporting and guiding high performing CEOs and other key leaders in organizations of all sizes, facing different challenges and presented with unique opportunities. AAG members have built and led high performing teams, coaching individuals and groups to build their leadership capabilities as they pursue organizational sustainability, community relevance and greater impact.
 
Services & Resources
  • Individual/Team Assessments & Development Plans
  • Strengthening Leadership Competencies & Interpersonal Skills
  • Operational & People Strategies to Strengthen Team Effectiveness

Finance & Fiscal Management

To assure sustainability, maintain relevance and impact lives over the short and long-terms the YMCA, as a non-profit organization, must perform and behave as a contemporary business. The Allied Advisors Group can assist your organization with the identification, implementation and monitoring of financial best practices and fiscal management disciplines. Working with Y senior staff and key volunteers, AAG can also assist in the development and implementation of strategic and project planning, annual and project budgeting and management. Reacting to a real-time crisis or an emerging opportunity, AAG can assist in evaluation, strategy development and plan implementation. All finance related consultations are done in the context of the Y’s historical performance and designed to align organizational behaviors and decisions with the operational best practices of a High Impact Y.
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Services & Resources
  • Analysis & Application YMCA Common Metrics Dashboard & Financial Benchmark Report
  • Development of Capital & Strategic Financial Plans
  • Debt Restructuring & Leveraging Strategies
  • Financial Reporting (Internal, Audits & IRS Form 990, Grants and Funders)         
  • Financial Strategies for Collaboration, Mergers & Bankruptcy  
  • Fiscal Management Best Practices                                     
  • Staff & Volunteer Education
Leadership & Organizational Development
Employees are the heart and soul of any organization, no more so that at the YMCA. When staff members are engaged, capable, and confident, the organization is more successful in fulfilling its mission, meeting its operational objectives and impacting the lives of the people it serves. The Allied Advisors Group provides insight and services in support of leadership and organizational development designed to help ensure that efficient and effective people practices and processes are in place. AAG can help with organizational assessments, human capital planning, and the design and implementation of specific elements in support of human capital planning.
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Services & Resources
  • Culture Assessment & Alignment
  • Staff Engagement Strategies & Resources
  • Professional & Leadership Competency Model
  • Competency Model Resources (i.e. Assessments, Development Plans & Guides)
  • Talent Assessment & Succession Readiness Plans
  • CEO & New Employee Onboarding Processes & Resources
  • Professional & Leadership Learning Experiences
  • New Supervisor Training & Resources
  • Conference Keynotes & Workshops

Operational Readiness

This comprehensive assessment is designed to help determine an organization's readiness in anticipation of a major capital initiative, leadership transition or strategy change and can be useful during strategic planning. The process guides and informs decisions based on a deep analysis of established benchmarks and emerging trends as well as satisfaction and charitable support indicators. A full summary along with mitigation strategies, implementation plans, and tactical resources are prepared by a cross-section of the Allied Advisors Group and provided to the organization at the conclusion of the assessment process.
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Services & Resources
  • Board Engagement, Capacity & Perception Analysis
  • Financial Benchmark Report Analysis
  • Market Trend Analysis
  • ​Membership Growth & Experience Analysis
  • Operational Best Practices Analysis
  • Staff Satisfaction Analysis
  • YMCA Common Metrics Dashboard Analysis

Strategic Planning, Implementation & Measurement

​Strategic thinking and planning are critically important, helping an organization adapt and adjust in the short-term while setting a course for the future. Strategic thinking and planning are important, but they are not enough. The implementation of the strategic plan is where progress is made, operational objectives are realized and where many organizations struggle. The Allied Advisors Group has years of experience helping organizations and the people who lead them through the facilitation of the planning processes and the implementation of a plan, as well as monitoring and reporting on critically important organizational strategies and plan objectives.
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Services & Resources
  • Strategy Development, Planning & Execution
  • Mapping & Monitoring of Strategic/Annual Plan Objectives, Initiatives and Drivers
  • Strategic Objective/Initiative Project Management
  • Strategic Plan Dashboarding & Reporting Platform
  • Operations Planning & Oversight
  • Capital Planning, Collaboration & Consolidation