Advising Endorsements

"Allen helped us look at our financial situation and structure in a different way, which led to new insights on how to increase revenue. "

"I have never experienced a more effective strategic planning process...He is a disciplined retreat facilitator who makes sure the day is well spent on strategic deliberation...My board was thrilled with the process and the outcome." (more)

"I have never experienced a more effective strategic planning process. Allen's decision-based approach to retreats helped our board prioritize its services and identify the key decisions we needed to make over the coming year. He is a disciplined retreat facilitator who makes sure the day is well spent on strategic deliberation. His parking lot and board meeting topic schedule are very effective ways to achieve closure without ignoring the concerns of retreat participants. My board was thrilled with the process and the outcome." (less)

"Allen's major strength is structure and focus in his pre-retreat and retreat planning sessions. He is inclusive of all participants' voices while maintaining a focus on the needed outcomes of the retreat. This retreat enabled our organization to maintain a clear focus on our mission."

"Allen's retreat preparation and facilitation were very effective in getting our organization to set our priorities and to ensure a strategic planning process that serves our mission. The retreat put us on the right track for a successful planning effort."

"Both our board and staff are now fully engaged in Allen's mission/money matrix. The model really created a breakthrough for us!"

"Allen Proctor was enormously helpful to the Task Force of our Executive Council. He stands out for the speed at which he grasps the issues, his understanding of the issues we face, his analytical skills, and his practical approach to problem resolution. Strongly recommended."

"Allen joins the skills of an accomplished analyst, thinker and planner with excellent technical skills. He quickly evaluated complex financial data to produce policy-relevant advice that he clearly communicated." (more)

"Allen joins the skills of an accomplished analyst, thinker and planner with excellent technical skills. He quickly evaluated complex financial data to produce policy-relevant advice that he clearly communicated. His talent for powerful analysis and clear communication were complemented with his uncanny knack for anticipating the questions eventually asked by me and others." (less)

"Allen Proctor came in mid-way through the work of our state commission to get a key committee's work back on track. His expertise and broad experience immediately earned the confidence of both university finance officers and commission members..." (more)

"Allen Proctor came in mid-way through the work of our state commission to get a key committee's work back on track. His expertise and broad experience immediately earned the confidence of both university finance officers and commission members so we could meet our deadlines and gain consensus on a broad-ranging set of recommendations to boost efficient and lower costs of university operations." (less)

"Allen has a good sense of the challenges that face non-profits, and is relentless in his efforts to bring an appropriate discipline to their operations and governance. He helped us to organize our data [and built an analytical framework] to identify and react to historical and emerging trends."

"Allen Proctor is the kind of advisor every CEO ought to have. He knows the details but keeps a laser focus on the big picture and the essentials. He transformed our budget process from a routine burden into a major tool to advance our highest priorities and he redesigned our management reporting so I get the information I need when I need it."