Helping nonprofits achieve their mission

Case Studies & Testimonials

Case Studies

United Way of Coastal Fairfield County

In 2022, the United Way was facing an uncertain future.  They lacked a permanent CEO, their annual fundraising was declining, and their staff was shrinking.  Lyn developed and led a strategic planning process that involved the board and senior staff, and helped the organization determine the best path forward.  In September, she was asked to become Board Chair and, in partnership with the CEO, lead the implementation of the strategic plan, which is now underway.

I am truly fortunate to have Lyn as my board chair. She stepped forward during a difficult time in this tiny but dedicated organization and has been deeply supportive of the staff team and of me. This summer, she developed and led a focused, comprehensive strategic planning process that re-engaged the board in our work and in our future. She is a true thought partner, and helps me think through a variety of strategic, operational, governance, and community issues. She has a knack for seeing through the clutter to get to the heart of an issue and develop solutions. I am very grateful for her support and her insight.
Margo Amgott
Lyn has a strategic skillset that is top-notch. She listened to my needs and developed a process that was collaborative, inclusive and comprehensive. Her ability to engage all the key stakeholders in the work was exemplary and that resulted in everyone being aligned and on board with the plan. Lyn is a true professional who leads with humility and sincerity – her goal was to help us be successful so we could better serve our community.
Ann Olson
Executive Director, Home Health and Hospice, Masonicare
former President and CEO, VNS of CT


In 2017, the VNS of CT had recently hired a new President and CEO, and she wanted to develop a three-year strategic plan that laid out a vision for the future and engaged both her board and staff in the work.  As Vice Chair of the board at that time, Lyn developed and led a strategic planning process that included competitive research, stakeholder interviews, a current state assessment, visioning for the future, and a board/staff retreat to ensure input and consensus into the strategic plan.  The resulting plan set a path forward for the organization, improving current quality and operations, and resulted in a successful corporate affiliation that provided resources to support enhanced services for the VNS’ clients.

Unitarian Universalist Congregation in Westport

The Unitarian Universalist Congregation in Westport had an Interim Minister in place after the retirement of their long-standing senior minister.  The Interim Minister wanted to engage the congregation in a process to develop a vision and plan for the future that would facilitate the recruitment of a new senior minister who could help them achieve their vision.  Lyn and the Community Minister led an Appreciative Inquiry visioning and planning process that resulted in a new mission, vision, and strategic plan that guided the board as they recruited a new, much-beloved Senior Minister.


I co-led the strategic planning process with Lyn. She has the ability to take ideas from many different people and then turn them into an organized, clear strategic plan that represented the voices and vision of our collective congregation.
Jim Francek

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Lyn was my SVP for Strategy and Community Health Improvement during my 8 years as President and CEO of Bridgeport Hospital. She has an incredible ability to see the long-term vision and then, by working with key stakeholders including the board, the leadership team, and community partners, develop a strategic plan that will accomplish that vision. Her plans are comprehensive, measurable and engage all key stakeholders in the work. During my tenure as CEO, I often relied on Lyn to be a trusted advisor to me, as I considered various strategic or operational moves. Lyn also built our community health improvement program in Greater Bridgeport. She brought numerous partners to the table to work together in a collective impact manner and improve the health of the community. She is smart, professional, and is driven by a mission to make things better.
William M. Jennings
Fairfield Region President, Hartford HealthCare
Former President and CEO, Bridgeport Hospital
Executive Vice President Yale New Haven Health
Lyn and I worked together to develop and implement the supplier diversity strategy at Yale New Haven Health System. Her ability to bring people together, organize information and gently push people to get results is a rare skill set.
Jean Kristensen
President & CEO, JKA Supplier Diversity Consultants