Case Studies

Selected Engagements

Selected engagements that show how Mark works across sectors, scales, and stakes. Each case describes the situation, the work, and what changed.

A note on outcomes: strategy work creates conditions for success that play out over years and through many other inputs. The cases below describe what changed in each organization's capacity to think, decide, and operate. Where direct financial outcomes are visible, they are named. Where they are not, the case describes the institutional change.

Volunteers of America Chesapeake

Regional human services nonprofit. $30M revenue, 600+ employees. Serves Maryland, Virginia, DC, and the Carolinas with affordable housing, behavioral health, veteran support, homeless services, and community re-entry programs.

Social Services Strategy + Operational Restructure
The Situation

The new CEO inherited a money-losing organization with deficits in service performance, compensation, management staffing, process efficiency, and partnership opportunities.

What I Did
  • Built a new strategy with the leadership team
  • Aligned the management culture to support execution
  • Advised the CEO on filling key management positions and cross-training staff
  • Revised 20 core process flows across finance, performance management, and operations
  • Implemented a document management system that reduced costs and gave management real-time visibility into operations
The Outcome

Over the engagement, the organization moved from $22M and money-losing to $30M and profitable. Service performance, management depth, and operational discipline all strengthened. The leadership team gained the financial stability to invest in growth and the operational visibility to steer it.

When a faith-based entity implements business culture and processes, service efficiency and enthusiasm grow across the organization.

Children's Home Society of Florida

Statewide nonprofit. 1,700+ employees, $120M+ revenue. Largest provider of services to abused, neglected, and at-risk children in Florida. 110+ years old.

Social Services Strategy + Integration
The Situation

A 110-year-old organization facing rising demand and constrained resources. Services across education, health, and juvenile justice operated in parallel rather than as an integrated whole. Sixteen service regions ran 16 different operating approaches.

What I Did
  • Conducted leadership and strategy diagnostics across the executive team and regional directors
  • Designed a unified strategy that integrated education, health, and juvenile justice services
  • Built a business model that aligned the 16 regions to a common operational framework
  • Implemented a shared performance management system used across all regions
The Outcome

Vision and values now serve as a shared reference across the organization, replacing 16 different regional interpretations. The integrated strategy aligned services that had operated in parallel for decades. All 16 regions now operate from the same business performance planning and tracking system, allowing leadership to compare regional performance, identify what works, and replicate it. For the first time, CHSF leadership has cross-network visibility into how the organization is functioning as a whole.

When 16 regions deliver similar services differently, the answer is not to standardize the work. It is to give them a shared way to see their own performance.