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Case Study 2: Stabilizing a Nonprofit During Leadership Transition

Client

A Canadian nonprofit with a $6M annual budget whose CEO departed unexpectedly, leaving the organization vulnerable during a critical period of grant reporting, audits, and board oversight.

Challenge

The sudden leadership gap created operational uncertainty, donor concerns, and internal instability. The board needed immediate executive support to maintain continuity and protect the organization’s credibility.

Impact Executives’ Approach

  • Stepped in as Interim CEO to ensure operational stability

  • Maintained strong donor and partner relationships to protect ongoing funding

  • Oversaw the annual audit, year-end closure, and key financial reporting

  • Strengthened financial controls and internal systems

  • Advised and supported the board through CEO recruitment and transition planning

  • Provided temporary leadership to staff, ensuring clarity and continuity

Results

  • Zero disruption to programs, operations, or donor commitments

  • Successful, timely completion of audit and financial obligations

  • Increased confidence among donors and partners

  • A stronger foundation for the incoming CEO

  • Seamless leadership transition supported by clear documentation and handover

Outcome

Impact Executives ensured organizational stability during a vulnerable transition period, protecting funding relationships and enabling the board to onboard a new CEO with confidence and continuity.

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Case Study 1: A national nonprofit with a $5M budget expanding rapidly across multiple regions.

Challenge

The organization had strong programs but lacked the internal systems and governance required for sustainable scale. Policies were outdated, workflows inconsistent, and reporting to donors and the board unreliable.

Impact Executives’ Approach

  • Conducted a full assessment of governance, operations, HR, finance, and workflows

  • Strengthened governance through updated ToRs, committee mandates, and reporting tools

  • Developed and standardized 10+ policies across HR, finance, operations, and risk

  • Redesigned key workflows for budgeting, procurement, program reporting, and approval processes

  • Implemented integrated digital tools for operations and data management

  • Trained staff and coached leaders for sustained adoption

Results

  • Clear governance structure and improved board oversight

  • Consistent policies reducing compliance and operational risk

  • Faster, more efficient workflows across departments

  • Reliable reporting that increased donor confidence

  • Organization successfully scaled to new regions and secured additional multi-year funding

Outcome

Impact Executives positioned the nonprofit with the systems, clarity, and operational strength needed to scale sustainably and deliver greater long-term impact.

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