Sierra Club Audit & Enablement

See how our audit services helped the Sierra Club quickly prioritize its internal initiatives.

Optimizing the Fight to Protect the Planet 

The Sierra Club is a high-profile environmental organization with close to 4 million members across the United States. It is one of the first large-scale wildlife preservation organizations in the world whose rich legacy dates to the early 1900’s. 

Pivotal Allies was selected as a trusted consulting partner by the Sierra Club to help them meet their fourth quarter operational goals. Chosen for our proven expertise in addressing operational challenges with holistic solutions and our adeptness in navigating and managing complex projects for large organizations. 

During the initial consultation, our team identified additional opportunities which led to the development of a strategic partnership and results that surpassed the client’s expectations. 

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The Challenge 

To meet the organization’s fourth-quarter goals, the Sierra Club’s Director of Risk Management and Planning needed to complete an organizational audit and submit steering committee reports to the executive management team. Both tasks were essential for laying the groundwork for future strategic decisions and integral to the organization’s timetable. 

The undertaking required an urgent need to establish a new team and a project manager who could lead the initiative. However, hiring and onboarding a trusted project manager in such a brief time was a complex undertaking. 

Securing the right candidate required time and human resources, which were not immediately available to the organization. With the clock ticking, short-term consultancy services emerged as the ideal solution for the Sierra Club. 

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The Solution – Project Management Augmentation 

Pivotal Allies carried out a comprehensive 360-degree audit of Sierra Club’s systems and processes, which included a holistic evaluation of their existing operational framework. The audit integrated insights from over 25 directors and managers covering reviews of cybersecurity risks, governance of data relations, policy management, organizational tools, hiring processes, and critical operational procedures. 

After completing the audit, the team delivered a suite of strategic solutions that will help the organization become more agile, proactively identify risks, and gain increased flexibility to pivot quickly and effectively. To bring the plan to life, we led their initiative to hire a senior project manager who could execute the strategy. 

Our end-to-end solution included complete oversight of the entire hiring process, from reviewing resumes and outlining an attractive but competitive salary range, to developing a comprehensive confluence board that could handle the high influx of interviews. 

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The Results 

The Sierra Club successfully met and exceeded its fourth-quarter operational expectations with our support. Our team delivered results ahead of schedule by implementing AI based technologies and other technology solutions to quickly aid in streamlining their processes. Using a strategic approach, we addressed the non-profit’s critical needs efficiently and without their needing to hire a project manager on short notice. 

Our in-depth analysis of the organization revealed over 40 areas of operational improvement across every department which the candidate hired is turning into an executable plan of action. 

Looking ahead the 360-degree audit will help Sierra Club become more agile by hiring faster, identifying risks sooner, pivoting quicker, saving time, and being more cost-effective. 

In line with our dedication to excellence, we meticulously documented all newly introduced processes and provided SOP (Standard Operating Procedures) documentation to the client. This ensures that the Sierra Club is well-equipped with the necessary tools and knowledge to continue developing these processes with their own internal resources. 

To learn more about this customer case story, download please our PDF.  

 

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