Consultants Resource Bank

John Gilbert

Synchrony Advisors, LLC
PO Box 4
Exeter, NH 03833
Phone: 603-219-6538

Synchrony Advisors helps for-profit and non-profit leaders gain an objective view beyond the day-to-day challenges, so that they can identify and implement changes to improve practices and operations.  Our focus is to ask really good questions to help leaders gain deeper insight into the dynamics of their organization and to re‑orient and re-align operating practices and systems with strategic goals and stakeholder needs.  

Synchrony's approach is founded upon the direct, practical experience of its team in building and growing companies, in the course of which instincts were honed for identifying the operating systems and elements requiring attunement.  Synchrony starts with a systematic overview of:

  • financial and operating systems and conditions,
  • organizational goals and objectives in the context of those conditions, and
  • conditions hindering attainment of stated goals and objectives.

Based upon the information obtained, Synchrony assists its clients in uncovering pathways to surmounting limiting conditions or, alternatively, accommodating established goals and objectives to the organization's reality.  To support meaningful change, Synchrony facilitates strategic planning efforts, assists in identifying options for overcoming action plan hurdles, completes financial projections and analyses, and identifies needs and resources for specialized expertise.

Key Areas of Expertise – Leadership, strategic operations assessment and alignment, strategic planning, financial management, benchmarking, and reporting; leadership transition; risk management and legal affairs; human resources management; health and safety processes; quality assurance practices; and corporate governance.

Non-Profit Sector Experience – Served as an interim executive director (e.g., YWCA of NH) and on multiple boards (e.g., NH Center for Non-Profits) supporting diverse areas of interest including: domestic violence prevention and crisis intervention services, conservation, affordable housing, and religious and youth sports organizations. Served as board chair; chair of finance and audit, development, coaching, and executive search committees; and membership on finance, asset management, project, and policy committees.  Consulting assignments for non-profits have included strategic plan facilitation and development for multiple organizations; completion of a competitive landscape analysis;  stabilizing financial and business operations for a community action program put into trusteeship by the probate court; and orderly transfers of assets from two failing organizations including serving as court-appointed receiver for one. 

Specialties: Board Governance/Development, Executive Transition, Executive - Interim Directorship, Executive - Succession/Transition Planning, HR - Executive Coaching, HR - Facilitation/mediation, Organizational Planning/Development, Organizational Planning - Collaboration/Mergers, Organizational Planning - Mission & Vision Planning, Organizational Planning - Organizational Assessment, Program Planning - Evaluation & Measurement, Strategic/Business Plan Development

References

CATCH Neighborhood Housing, Inc.
Rosemary Heard - President/CEO
79 South State Street
Concord , NH 03301
603-225-8835 Ext. 126

Assisted CATCH in design of strategic planning process including concept of using a Board Task Force to prepare the process and materials for the full board.  Selected materials to be included in background context package.  Facilitated meetings of Task Force over a 1-year period.  Based upon work of Task Force, assisted CATCH in design of a one-day strategic planning retreat involving both the Board and key stakeholders in the work of the organization including representatives of residents, the City of Concord, funders, and donors.  Synchrony summarized the retreat deliberations and findings and drafted a strategic plan for CATCH based upon retreat findings. Presented the draft Strategic Plan to the Board for comments and adoption.  Recently retained by CATCH to assist in revisiting the Strategic Plan and developing the next phase of strategy.

Tri-County Community Action Program Inc.
Todd Fahey, Esq. - Special Trustee
Orr & Reno, P.A., 1 Eagle Square
Concord , NH 03301
603-223-9144

Retained by Special Trustee to review financial management practices and operations in weatherization, fuel assistance, transit, elder services, Head Start, domestic violence, alcohol and other drugs treatment programs.  Identified major issues in financial management due to lack of communication between central finance office and division managers.  Transitioned organization from managing revenue on a cash basis and expenses on an accrual basis to a common accrual basis.  Implemented cash management and forecasting practices to enable better management of accounts payable and receivable. Analyzed state contracting and payment procedures to allow better management of program work and invoicing to reduce cash outlays in advance of reimbursement. Discussed program funding dynamics with state officials to seek adjustments of both practices and reimbursement rates.  Trained program managers in budgeting, invoicing, and receivables management to improve cash flow.  Participated in briefing state officials and legislators regarding the status of Tri-County CAP, steps taken to improve operations and financial management, and capital investment required to stabilize the agency.  In consultation with program managers and staff, identified changes to operational practices designed to increase efficiency and effectiveness of resource application.  Assisted staff in implementing changes and measuring the effect of the changes to support further adjustments. Participated in interview and selection process for new CEO/Executive Director of organization.

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