Services
Penson Associates provides services to higher education systems, universities, colleges, community colleges, and not-for-profit enterprises.
The firm offers the following services:
Leadership Transition and Succession Management
Consultation and Facilitation Services for Boards, Systems, Presidents and Their Teams based on the firm’s innovative Six Phase Model for selecting, developing, evaluating and retaining effective executive leadership, Services include:
1. Pre-search planning with the Board, environmental and institutional scanning, and positioning the institution to conduct a successful search
2. Search committee formulation, orientation, training, and search process consultation.
3. “Transition-in consultation” for governing boards, system executives, and presidents intended to ensure a successful beginning for newly appointed presidents and chancellors.
4. Professional development consultation and facilitation for presidents, chancellors, and their teams.
5. Performance reviews for presidents, chancellors, and senior executives intended to both assess and enhance executive leadership performance.
6. “Transition-out” consultation intended to ensure successful transitions for departing executive positions that provide for continuous effective institutional leadership.
Governing and/or Foundation Board Development and Assessment
1. Board orientation and development for Higher Education Systems, Institutional Governing and Foundation Boards, Councils or Commissions including Board Performance Assessments and Self-Assessments.
2. Enhancing Board-Presidential relationships in accordance with professional “best practices.”
Leadership Development and Assessment
1. Consultation Services with newly appointed and experienced Presidents and Senior Executives.
2. Professional Development programs and services for Provosts, Vice Presidents, Deans or Chairs/Department Heads.
3. Performance Reviews for presidents and senior executives based on 360 degree assessments and subsequent developmental strategies.
Organization Planning, Development, and Assessment
1. Strategic Planning, Visioning, and Focusing (Developing new or updated plans)
2. Organizational Alignment
3. Leadership Team Development with the teams of Presidents, Vice Presidents and Deans
5. Organization Reviews
6. Communication Audits
7. Organizational Performance Assessments
Mediation and Dispute Resolution
1. Third party intervention and mediation services intended to facilitate the resolution of institutional and inter-personal disputes and conflicts
External Relations and Fund Development
Consultation and facilitation services in the general area of “institutional advancement or external relations” including:
1. Organizational , Personnel, and Program Reviews
2. Foundation and Alumni Board Orientation, Development, and Assessment
3. Governmental Relations and Lobbying
4. Alumni Relations
5. Private Fund Development including annual giving, major donor and deferred giving, corporate and foundation support, and comprehensive campaigns.
6. Media Relations
7. Staff and Program Performance Assessment