Case Study

Building a Strategy Delivery Office in the Nonprofit Sector

A national nonprofit organization supporting professionals and communities in the urban planning field recognized the need for a more structured way to deliver strategic initiatives. As the organization continued to grow, leadership sought to enhance project management capability and strengthen alignment between leadership, teams, and strategy. We partnered with the organization to create a Strategy Delivery Office (SDO), develop internal capability, and embed a culture of strategic delivery.

Project Highlights

Client: National Nonprofit Organization
Scope: Development of a Strategy Delivery Office and organization-wide project management training
Focus Areas: Project Management Capability, Sponsor Development, Portfolio Management
Results: Established an SDO framework, trained project managers and sponsors, and embedded a culture of strategic delivery

Challenge

The organization had a strong record of getting work done but lacked a formal structure for delivering projects tied to strategy. Leadership saw this as an opportunity to formalize project delivery and strengthen execution across the organization.

Key challenges included:

  • Limited project management capability across the organization

  • Lack of consistent sponsor support and role clarity

  • Minimal visibility into the overall project portfolio and resource utilization

  • Need for a structured, sustainable approach to managing strategic initiatives

Solution

We began by understanding the organization’s culture, goals, and structure to design a Strategy Delivery Office that fit its unique environment. With the full support of leadership, we created a roadmap for training, coaching, and governance that would build internal capability and ownership over time.

Our approach included project management training for all team members through small-group cohorts, tailored coaching for project managers, and clear guidance for sponsors and stakeholders. In parallel, the newly appointed SDO leader participated in a structured strategy delivery program, connecting the organization’s progress to global best practices.

Key actions included:

  • Designed and launched the Strategy Delivery Office framework

  • Delivered project management training cohorts for project managers and staff

  • Coached leaders and sponsors on their roles in project success

  • Provided education on portfolio management and workload balancing

  • Supported the SDO leader through a global best-practice framework

Results

Within the first year, the organization established a strong foundation for project management excellence and began delivering its top four strategic initiatives using new tools and methods. Internal project management capability grew, leadership alignment improved, and visibility into strategic execution increased.

Key results included:

  • Formalized Strategy Delivery Office structure in under 12 months

  • Trained and coached a cohort of project managers across departments

  • Built clear sponsor engagement and accountability practices

  • Improved consistency and effectiveness in project delivery

  • Enabled the organization to continue operating its SDO with minimal external support

Over time, the Strategy Delivery Office is expected to mature further, expanding its services, implementing additional tools, and continuing to strengthen its ability to deliver strategic value across the organization.

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