ORGANIZATIONS WE SERVE

HIRING A CONSULTANT

In the words of...Serra Catholic School

In the words of...Serra Catholic School

"Serra Catholic School is seeing our dream become a reality because of the commitment, dedication, determination and honest approach RBSCo has given to us over the past two years. Our miracle seemed like an insurmountable mountain 18 months ago. Now with the leadership and knowledge of the company’s founder, Bob Sharp, the top of the mountain is within site. Serra will have our dream facility to help us carry out our mission for our students."

-Angeline Trudell, Principal
Serra Catholic School

Our philosophy on hiring a consultant

Here are a few suggestions to help guide you in your decision to hire the right consultant:

  1. First, be willing to engage the consultant in an honest appraisal of your situation. What do you think you need? What are your expectations?  What is your fundraising goal? How are the funds you raise going to make an impact?

  2. Be open to the consultant’s assessment that there may be a better set of services to help you reach your goals;   
  3. Be sure to accurately characterize your Board/CEO relationship. Also, properly assess the extent of unity found on your Board for the proposed services;
     
  4. Consider just how likely your staff and Board will be to implement difficult recommendations made by your consultant;  
  5. Try to ensure that, if you are interviewing several consultants, they represent similar-sized operations. If they do not, then tell each consultant that you are interviewing with different-sized concerns and what you want to learn from each one;                        
         
  6. If you have included RBSCo on your short list, look for the chemistry between our people and your people. We have a specific style—we are candid, motivated to do well and we want to see that you do well. We are upbeat and enjoy a sense of humor; we understand that you are a client but we want to earn your friendship. Finally, you can trust us to do what we say and to fulfill your expectations.
  7. Lastly, if you are shopping price, tell us. We have some flexibility and are known to be fair. Tell us what your budget is and we may be able to tailor a solution to it.

The Western States Philanthropy Experts
With A Goal of Global Impact