Strategic Portfolio Management applied to sustainability

Driving decisions with impact metrics

The Nature Conservancy (TNC) has no shortage of opportunities to preserve, conserve and protect.  But they don’t have enough money to fund them all.

With actionable opportunities from Coral Reefs to Freshwater Springs and challenges like Climate Change that require new thinking, Temperince Morgan faced difficulty making comparative choices and communicating the impact simply to donors.

Taking a portfolio management approach by developing quantitative summary metrics for impact on nature and indirect benefits to people, she led her mission-driven passionate organization to focus:

  • on delivering high-impact tangible projects
  • creating space for innovation
  • increasing fundraising

The Nature Conservancy shares its experience

Temperince Morgan, Executive Director of the Florida Chapter, discusses how SmartOrg helped TNC with making rigorous portfolio decisions in a complex mission-driven environment in Florida and the Caribbean.

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David Matheson, President and CEO of SmartOrg, Inc., experts in Strategic Portfolio Management

David Matheson, President and CEO

Ralph Morales III, Head of Innovation Practice

Ralph Morales III, Head of Innovation Practice