How We Help

Strategy & Operations

Futurist Joel A. Barker said that “Vision without action is merely a dream. Action without vision just passes the time. Vision with action can change the world.” This quote highlights the importance of both strategic vision and operational action. The role of organizational leaders is to present an inspirational vision of the future, grounded in its own possibilities, and to drive to that future through the management of the organization’s resources. Organizational excellence will increase the organization’s ability to realize its vision. Third Foundation has the experience to assist your organization with the development of strategy and optimization of operations.

Strategic Planning and Facilitation


Third Foundation can assist with the design, planning and facilitation of strategic planning retreats and meeting, including the documentation of the resulting strategic plan. Strategic planning sessions can address values, mission and vision as part of the retreat, as appropriate.

Business Planning and Financial Modeling


Preparing a Business Plan supported by detailed financial projects supports the execution of the organization’s mission and provide the basis for performance management processes. Third Foundation has significant experience in assisting clients in developing and documenting their business plans and developing supporting financial models.

IT Strategy and Operations


Information technology is an increasingly important element of an organization’s business processes. Third Foundation has experience assisting organizations in developing enterprise-wide, IT strategic plans that guide the organization’s investments in information technology and optimizing their information technology function.

Financial Management


Third Foundation can assist small and medium-sized organizations with the design and operation of their financial management function. We can assist with the selection of financial management systems, the design of financial management processes and the assignment of financial roles and responsibilities.

Enterprise Risk Management (ERM)


ERM is an organization-wide approach to the identification, assessment, communication and management of risk. Implementing an effective ERM framework can assure an organization’s stakeholders that risk management activities and controls are effective in managing risks that could have an impact on achievement of its objectives.