The Lee Institute



University of North Carolina Charlotte

The Lee Institute helped open the dialogue among faculty from different academic programs to find commonality and start building bridges to ensure success for our students.
Claudia Flowers, Chair, Department of Educational Leadership
Strategic Planning

Mint Museum Auxiliary

The Lee Institute has brought a professional and objective approach to the Mint Museum Auxiliary’s Strategic Planning Process, capturing the diverse ideas of our volunteers and distilling them down into a streamlined document with clear goals, objectives and action items for us to focus on for the next three years. The Lee Institute did in less than one year what would have taken our organization 3-5 years to do.
Lori Mountcastle, Board Chair
Strategic Planning

Catherine's House

The Lee Institute was very helpful in guiding Catherine's House through a well-designed strategic planning process. Following the completion of focused research and interactive meetings, we emerged from the process with greater clarity regarding our mission and goals for the future. The process also assisted our Board and staff in affirming the strengths of the organization and how we might apply our unique resources to assist even more women and children who face homelessness.
Stan Patterson, Executive Director

Charlotte Ballet

Tough conversations create opportunities and The Lee Institute has the ability to seize opportunities.
Douglas Singleton, Executive Director
Photo: Peter Zay for Charlotte Ballet
Public Engagement

Third Grade Reading Task Force

Lee Institute helped organize and facilitate conversations with over 100 service providers, families, and educators.
Johanna Anderson, Executive Director, The Belk Foundation
Organizational Development

Temple Israel

Our first priority at Temple Israel is building and strengthening relationships with our members. Andi was instrumental in assisting our board and staff to identify valuable goals and strategies, with a genuine understanding of our needs.​
Lynne Sheffer, President
Organizational Development

First Presbyterian Church

One year later and we are still seeing the positive difference the Lee Institute assessment has made!
Reverend Erika Funk, Associate Pastor, First Presbyterian Church
Strategic Planning

Parkinson Association of the Carolinas

The Lee Institute made what could have been a stressful day of strategic planning, so smooth and easy. They were wonderful to work with!
Ann Marie Obrikat, Interim Executive Director
Public Engagement

Connect Our Future

The Lee Institute helped us craft a public engagement framework that was flexible and met our goals. Through a suite of public engagement tools, we were able to meet our public engagement targets and build our own staff capacity.
Michelle Nance, Planning Director, Centralina Council of Governments

Arts North Carolina

Our hopes were exceeded. There is magic in their process as somehow they transform very hard work into a pleasure and an opportunity.
Karen Wells, Executive Director
Strategic Planning

Christ Church Charlotte

There are few organizations who become part of your family forever by means of a fairly simple contract for consultation. It is about the level of care and the earnest effort of their staff to discern the issues, name them gently with grace and space, and then take you through the steps to recognize those truths corporately so that each stakeholder becomes a better part of the whole organization. Especially through their work with nonprofit board governance and training, that is the Lee Institute.
Mary Davis Smart, Senior Warden

United Way of Central Carolinas

We are extremely grateful to The Lee Institute for sharing their expert knowledge of nonprofit board governance with the United Way’s Young Leaders program. Their recent presentation was armed with realistic and valuable information about board recruiting and operations, and the presentation was delivered with sincerity, expertise and passion. We are lucky to have The Lee Institute as a partner; they truly care about the community and strive to make a difference in every interaction they are a part of, from one-on-one meetings to large group presentations.
Sarah Degnan, Volunteer Engagement Manager
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