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Strategy in Action

 

Strategic Advisory Services

Focusing on the senior living field and those involved in the longevity economy, Trilogy specializes in working with organizations during this transformative period to align board, leadership and consumer perspectives into an actionable vision for the future. Three dimensions define the firm:  strategy, vision and innovation.  Services include governance decision-making processes, expert facilitation of board retreats to advise, educate, and create discussions that align perspectives; strategic visioning and planning; working with leadership to ensure strategy is linked to action; governance and leadership development; affiliations and mergers; and strategic advisory services for new and seasoned CEOs.

 

☎ CONTACT

Diane@TrilogyConnect.com
(717) 979-5241

 

Advisory Services


Strategic Planning

True Strategy is rare in our field and yet more critical than ever. Rather than creating a ‘collection of things to be done’, Trilogy uses its own ‘Vision-Driven’ approach to tap into the insights of leadership and boards to develop effective strategies, weaving them together to form an actionable path forward.


governance education and strategy

Great organizations begin with great boards - don’t settle for anything less. Each board is different - a collection of unique individuals. As a result, ‘rules of thumb’ or best practices may not be applicable. Wherever your board is today - we can help take it to the next level


board decision-making

The fiduciary responsibility of non-profit boards is more critical than ever. It can be challenging to educate and engage board members in a way that highlights the critical issues and moves boards through the most important decisions for an organization’s future.


Innovation

So much has been said about innovation - but so little has actually occurred. The unfortunate reality is that the most significant innovations are coming from outside of the field.

We’ll work with you to determine: where to focus; how to systemize and democratize innovation; the use of design thinking concepts ; and the role of partnerships/collaborations in advancing innovation.


Affiliations and strategic relationships

The non-profit aging services sector will continue to consolidate. The reasons are well known and are not disappearing. Yet not everyone will benefit from consolidation. Nevertheless, every nonprofit provider should be evaluating affiliation or collaboration - to determine whether it enables or accelerates the strategies that are critical to future success.

We guide the evaluation/assessment and can lead the pursuit of an affiliation. But we’re also known for our willingness to recommend when to walk away from a potential match.


 
 

Let's ‘Connect’.

Use the form below to contact us or just email Diane at Diane@TrilogyConnect.com