Case Study — Nonprofit

Center for Women & Enterprise

A nationally recognized nonprofit moved from organizational strain to project-based role clarity — with a shared diagnosis and tools to keep moving independently.

30

Years helping entrepreneurs start and grow businesses across New England

5

Leaders surveyed to surface candid, confidential perspectives

90

Minutes to align the leadership team on the true root cause

90

Day implementation roadmap with a designated pilot project

The story

Growth couldn't outrun an unsettled foundation.

For 30 years, the nationally recognized nonprofit Center for Women & Enterprise (CWE) has helped entrepreneurs start and grow businesses across New England.

Coming out of a period of contraction, a leaner CWE team was carrying more responsibility with fewer hands. The leadership team remained deeply committed to one another and to the mission, but the strain showed up in familiar organizational chaos: blurred lines of ownership on cross-departmental work, decisions revisited in meetings after the meeting, and an accountability disconnect between coworkers.

With plans to possibly grow staff again in 2026, President & CEO Gaby King Morse recognized the risk of building on an unsettled foundation, and the need for redefined structure and systems.

This is where we stepped in: helping CWE bring clarity and structure back to its operations.

The solution

From diagnosis to toolkit in four steps.

Step 1

See Clearly

Value and efficiency come from clarity; this is why the engagement always begins weeks before anyone enters a room with questions, not answers.

Rather than arriving with a prescription, we opened with a structured set of probing questions drawn from our root-cause problem-solving framework: When did this start? Where does it show up? What does good look like? What have you already tried? While Simple and surface level, these questions did something powerful: they enabled the organization to diagnose itself.

Rather than answer our questions herself, Gaby brought the questions to her full leadership team, and the discussion they sparked shifted the organization's own understanding of its problem. What began as a request for help with onboarding evolved into a deeper recognition that CWE's challenges weren't based on individual understanding, but a need for an evolution of organizational structure. The team had invested time training on behaviors to navigate periods of major change; what was missing were complementary systems allowing their investment to flourish.

To go deeper than group discussion allows, we then surveyed each of the five leaders individually. The candid, confidential responses surfaced what a room full of colleagues rarely says out loud: invisible work going unrecognized, an organization relying on people “behaving well” rather than working with clear standards, and hesitancy around accountability.

Just the conversation alone in preparing the information to send you was incredibly helpful and supportive of the team.
Gaby King Morse, President & CEO, CWE

Step 2

Align Intentionally

The preparation wasn't just information gathering but also mapping out the session itself. With only 90 minutes, we recognized we could only offer solution depth in one problem area.

To properly align the engagement, we analyzed the survey responses to find where the team already agreed and where they diverged, sourcing the root cause of the tension. The analysis revealed a telling pattern: when asked directly, most leaders pointed to onboarding as the priority. But under the surface, every single respondent flagged the same deeper issue: role definition and ownership.

In the session, we reflected the team's own words back to them, and the group did something teams rarely do in 90 minutes: they changed their minds together. The leadership team pivoted from general onboarding to the true root cause: unclear ownership on cross-functional projects.

With the real problem named, the solution could now begin. Leaders openly worked through a live example where the project owner and key stakeholders held genuinely different understandings of their roles. Questions that had gone unasked since contraction — Who makes the final call? When am I supposed to weigh in? How do we escalate when two leaders disagree? — were finally on the table, now discussable because everyone understood the tension was structural, not personal.

The team walked out aligned on one focus: project-based role clarity and ownership. Not because we told them so, but because their own answers, organized and reflected, made the conclusion unavoidable.

Step 3

Build the Roadmap

Alignment became architecture. From the session's discussion, a set of concrete practices emerged:

  • A RACI discussion as the mandatory first step for every new cross-functional project — distinguishing who is Responsible for the work, Accountable for the project, who's Consulted, and who's Informed before work begins, rather than mid-conflict.
  • A single “center pole” owner named for every major initiative, with defined rules of engagement for when leadership weighs in.
  • Simple visibility mechanisms — a shared project board and 90-day review cadence — so the status of key work is never a mystery, even when the update is “no change.”

We translated the session into two deliverables the team could run with: a full session summary capturing what was heard and decided, and the CWE Project Clarity Toolkit — a practical package containing a project initiation checklist, a RACI decision tree tied to CWE's own real projects, and a week-by-week 90-day implementation roadmap with a designated pilot project.

I LOVE the project clarity toolkit!!! I am sharing all of your follow up materials with the Leadership Team.
Gaby King Morse, President & CEO, CWE

Step 4

Move Forward with Confidence

The toolkit wasn't designed to make CWE dependent on a consultant — it was designed to make one unnecessary. Every tool gives repeatable structure to practices the team had already begun on its own, including a collaboration framework two of the leaders had built together. The roadmap asks the team to implement one thing consistently, see what happens, and adjust.

CWE entered 2026 with a shared diagnosis, a common vocabulary, and a plan they built themselves — reviewing the toolkit together as a leadership team in the new year.

The impact

A single session, complete in itself.

Thank you for all you have done to support me and CWE! I look forward to 2026, and us being an even more effective team!
Gaby King Morse, President & CEO, CWE

The CWE engagement demonstrates something central to how we operate: a single, well-prepared session can be complete in itself. Because the diagnosis was done before the meeting and the tools were delivered after it, CWE left with everything needed to move forward independently — no ongoing contract required. They were able to start 2026 by onboarding two new hires and continue to rebuild the organization to fit the mission of CWE.

But the same engagement is also a natural gateway to deeper, longer-term work. For organizations that want a partner through implementation, we laid out clear, right-sized next steps: a short sprint to formalize the project ownership framework, light-touch coaching through the first months of adoption, and a future phase designing onboarding around the new structure.

The client chooses the depth; the value stands either way.

Whether it's the only engagement an organization ever needs or the first of several, the approach is the same: ask the questions that make a team see itself clearly, and the path forward will reveal itself.

Author: Quincy Shoneman, Operations & Strategy Intern, New Perspective Consulting

Let's create clarity together.

Whether you're leading a system transformation, scaling a founder-led organization, or navigating a period of growth and change, you don't have to figure it out alone.

The first step isn't having all the answers. It's gaining the clarity to ask the right questions.

Start with our complimentary Operational Clarity Assessment or schedule a conversation to discuss your organization's unique challenges.