Lumen Impact Group
Lumen Impact Group

Services

At Lumen Impact Group, we partner with you to develop your path forward and the people to implement it. Because the world needs your greatest impact.

Services

At Lumen Impact Group, we partner with you to develop your path forward and the people to implement it. Because the world needs your greatest impact.

Strategy

We work alongside teams to clarify direction and design bold, actionable plans with tools and processes to move strategy into daily practice through inclusive collaboration that aligns leaders, staff, and stakeholders.

You’re not alone if you’ve been thinking: 

– How can we start looking ahead instead of just working day-to-day?
– Do we need a strategic plan? How do we create an actionable strategic plan?
– How do we determine a bold, shared vision and stay aligned with our mission?
– How do we operationalize our strategic plan, which currently sits on a shelf?
– How do we figure out the best systems and processes to achieve our goals?

Partnership May Include: Strategic planning, operational planning, expansion planning, school improvement strategy, organizational mergers, and organizational step-backs. 


Client stories of customized support and solutions

ATLAS places under-resourced young people in financial institution internships and awards scholarships to support ATLAS fellows in completing their degrees. Leaders of this start-up nonprofit enlisted Lumen’s expert support to help them think through and shape their future, a process that included guiding their efforts to create their first strategic plan. With Lumen’s tailored facilitation, ATLAS leaders evaluated how their partners viewed them, what their opportunities were and what their goals should be. In the end, ATLAS transitioned from being part of a sponsoring organization to being a successful, independent and growing nonprofit.  

As a new organization, the Maryland Initiative for Literacy and Equity (MILE) looked to Lumen Impact Group for support in visioning and a start-up strategy process for its rapidly growing work. Lumen partnered with the MILE team to get clarity on the vision for their strategic priorities, goals, objectives and measure of success for their year one work. This helped unite their very diverse team inclusive of partner faculties from two different universities, graduate assistants, and external literacy expert contributors. Their shared direction brought focus and clarity of expected outcomes to MILE’s work to improve literacy practice and outcomes in the state of Maryland.

Lumen conducted a Focused Lens Strategic Planning Process with Passaic and Bergen Arts and Science Charter Schools to help them understand strengths and needs. Armed with deep insights collected through interviews, focus groups, surveys and observation, Lumen facilitated the schools’ leadership teams and staff through an ah-ha filled, energizing process to solidify a strategic plan. The forward-looking strategy now drives school improvement and is both elevating learning outcomes and steering the use of grant funds to maximize impact. 

Following the Bergen and Passaic work, charter management organization iLearn Schools enlisted Lumen to customize a similar effort at the network level. Lumen added data from three more schools in iLearn’s portfolio and used the combined analysis to engage the iLearn team in the informed development of a strategic plan that would serve as a foundation of their upcoming efforts to expand.

Lumen partnered with Alabama Aerospace and Aviation High School to create a one-year operational plan grounded in best practices. Lumen’s counsel and coaching ensured the plan, customized for the new school’s unique model and mission, included outcome-driven action planning that would guide daily operations. Though it was too soon to develop a full strategic plan, Lumen supported leaders and staff in identifying strategic considerations vital to their early success.

Choice Schools operates a diverse set of schools in Michigan. Lumen facilitated a series of site visits to leading schools across the nation and outside of the network, allowing Choice Schools leaders and staff to explore a multitude of school cultures, teaching and learning approaches, organizational structures and financial models.

To help CS team members refine their school management strategies, Lumen guided them in:

– Identifying and analyzing the high-level school and management strategies observed during their visits.
– Channeling their observations into processes, systems and counsel for use in supporting their portfolio of schools.

The National Association of Charter School Authorizers was struggling to align staff and funding with an ambitious strategic plan. Lumen performed an environmental scan using internal focus groups, partner interviews and data collection from NACSA members. The effort provided a comprehensive view of the association’s current state and tested key components of its vision. The results allowed association leaders to align their talent and leverage their financial resources with prioritized needs and goals.

“They don’t tell you what you want to hear. They tell you what you need to hear. That makes a huge difference. We needed to understand our strengths and our weaknesses in order to make the organization work right, and I was overwhelmed by how they really got it and they helped us to get it too. They were able to do it in a way that really made us want to understand the goals we needed to focus on. I believe Lumen was absolutely the best we could have found.”

Barbara Sellinger
Cresthaven Academy

Team Culture & Leadership Coaching

Through values-based coaching and facilitation, we help individual leaders, governing boards, and teams strengthen alignment, trust, change management skills, and leadership capacity.

You’re not alone if you’ve been thinking: 

– How do we build a stronger team? How do we create a positive culture? How do I prepare and motivate the team to overcome obstacles and find success?
– I need a leadership coach.
– How do we define our organizational and team values? How do we gain clarity on what it looks like to live our values day-to-day?
– How do we align our team and resources to optimize our impact?
-How do we change effectively as a cohesive team?

Partnership May Include: Individual coaching, board development, team retreats, individual and team culture assessments, change management, and succession planning.

Client stories of customized support and solutions

Chicago Public Schools I&I team engaged Lumen to facilitate its team in establishing organizational values. As part of a large, urban district, yet with their own directives and initiatives, team members needed a set of values to provide common ground for their team norms and expectations. Lumen partnered with them and asked the questions that led them to identify shared values and clarity around the expectation of how values are lived out in the day-to-day work. We then facilitated team-building retreats that focused on leveraging individual and collective work styles for values-based achievements and impact.

When Chicago Public Schools’ I & I team needed support to plan, execute, and track the progress of a performance framework for their team and work, they asked Lumen to guide them through the process; working with the team to create shared understanding around their targets of success and key milestones to implement work with success. This work has given the entire CPS team clear and practical implementation plans and tracking tools to operationalize the processes needed to assess their success as a team, course correct when needed, and measure overall impact.

The Choice Schools team realized that investing more in its organizational culture and leadership would better equip it to empower schools and create positive results for students.

Read the Case Study

Lumen’s Leadership Coaching supports the journeys of new and seasoned leaders. Our Coaches nurture strengths and effectiveness by guiding clients through tailored sessions of goal-setting, self-reflection and action planning. Their listening skills and the resulting questions lead clients to a deep understanding of their leadership styles, roles and impact. Clients gain personal insights and tools to achieve success in their most challenging situations and greatest opportunities.

The City Fund’s Fellowship program develops leaders from diverse sectors nationwide in an effort to expand their impact on public education. Lumen administered a DiSC leadership assessment to two City Fund cohorts of fellows, then facilitated a workshop on leadership styles, how those styles affect others and how to leverage them for the greatest impact and outcomes.  Lumen then facilitated a training with  leadership coaches who would walk the fellows through a year of growth as they turned their new insights into action, aligning DiSC learnings with continued leadership development.

Lumen partners with the Accountability and Implementation Board (AIB) of Maryland, a new state agency charged with implementing public school reform at the state level. This partnership includes things like supporting the board and staff in developing norms, processes, and procedures. Additionally, helping the team define organizational strategy to move the Comprehensive Plan forward while also serving as additional execution capacity on projects when needed. Lumen provides AIB with the structures and capacity to use their team and board’s expertise effectively, without being hamstrung by the start-up pitfalls many new agencies/organizations face.

Lumen partnered with the Maryland Initiative for Literacy and Equity (MILE) to investigate, support, and grow literacy instruction across all Local Education Agencies (LEAs) in the state. This looked like supporting MILE in developing a comprehensive, state-wide literacy review process that includes the design and establishment of literacy teams and the execution of robust data collection and analysis (quantitative and qualitative data and site visit observations). The result was actionable and tailored recommendations supporting LEAs in advancing their literacy instruction work. Additionally, it allowed the MILE team to learn more about the implementation of Science of Reading instruction, to gather best practices for dissemination, and to tackle collective challenges that districts currently face, including closing achievement gaps.

“Lisa is just an amazing thought partner. Her greatest gift is that she is able to almost immediately see to the heart of every situation. She doesn’t go for band-aids. She really pushes me to be more curious about things in order to get to the root cause of each issue so I can address the true problem rather than spinning my wheels addressing the tiny symptoms.”

Nicole Hanrahan
LAYC Career Academy

Visioning and Coalition Building

We bring together diverse voices—teams, boards, and coalitions—to build a shared vision for impact and clarity on what it will take to get there with alignment and accountability.

You’re not alone if you’ve been thinking: 

– How can I align the team, our board and our leaders?
– How can we move from thinking as individual organizations in our sector to using resources more efficiently for bigger impact?
– How can I get this group of people with unique perspectives to communicate effectively around a shared target?

Partnership May Include: Vision setting, collective goal-setting, clarifying roles and resources, and creating rhythms to track progress and sustain momentum. 

Client stories of customized support and solutions

The Alabama School Readiness Alliance asked Lumen to support it in a visioning process grounded in a thorough landscape scan that would identify barriers to Pre-K access among underrepresented populations. Lumen conducted surveys and focus groups and interviewed policymakers, practitioners and other stakeholders to understand Alliance members’ work and impact. Lumen’s profiles of three peer organizations in other states added further context, and the combination of robust internal and external data informed an energetic, creative visioning retreat. Lumen’s thought-provoking questions, clarity-building exercises and engaging style led the Alliance board to cement a vision and align resources to continue to advance access to pre-K programs for all Alabama children.

The Michigan Association of Public School Academies partnered with Lumen Impact Group to launch and facilitate a statewide Ecosystem Collective focused on strengthening Michigan’s broader education landscape. While grounded in the charter sector, the Collective brought together educators, advocates, funders, and policy partners to explore how innovation, quality, and equity could be advanced across the system. The work centered on developing a shared, long-term vision for Michigan’s education ecosystem and identifying how resources, accountability, and cross-sector collaboration could be better aligned to improve outcomes for students statewide. Through stakeholder interviews, research, and facilitated convenings, Lumen helped participants surface shared challenges, elevate promising practices, and align around opportunities for coordinated action, positioning charter schools as a key lever for broader systems improvement in Michigan.

Grant Strategy and Implementation Support

We help organizations maximize grant funding to support compliance and drive impact.

You’re not alone if you’ve been thinking: 

– What potential impact can we have with this grant? And how does that effect the overall grant strategy?
– We received a grant with a lot of moving pieces –Now what?
– How can we build systems and processes to get beyond the nitty gritty details of grant implementation?
– How do we help subgrantees get the most out of their grant without overburdening them?

Partnership May Include: Grant application and implementation strategy, onboarding and compliance support, performance monitoring, learning communities, and engaging technical assistance and dissemination for scalable impact.

Client stories of customized support and solutions

Lumen supported BLUUM’s implementation plans to effectively manage Idaho’s Community of Excellence CSP grant. We partnered with the BLUUM team to develop a playbook that defines and documents key processes and guidelines, including allowable costs. The playbook ensures integrity and effectiveness in BLUUM’s implementation, oversight and performance measures and is a strategic roadmap to accomplishing the outcomes defined in grant awards.

CSOs that apply for and receive Charter Schools Program grants have great opportunity for innovation and support of schools, children and families once they learn to implement, monitor and use their grants effectively. In partnership with the National Alliance for Public Charter Schools, Lumen facilitates a  Community of Practice for CSOs to accelerate their understanding of the details involved in grant execution. Lumen also leads the Community of Practice in exploring innovative technical assistance approaches to advance sub-grantee performance and benefit the larger charter sector in their state.   

Lumen Impact Group supports the New Jersey Public Charter Schools Association’s Charter Schools Program grant. That work includes systems set up for grant activities as well as supporting implementation of those processes. More than just supporting the implementation of a compliant grant program, Lumen has worked with the association to continue to increase their grant’s impact on the state-wide charter sector.

“I would say our organization has catalyzed truly radical change in Alabama’s public education landscape in the last 5 years. We couldn’t have done it without Lumen’s help. We started with only 250 students enrolled in charter schools in Alabama. Now, 5 years later, we have 5,632 students enrolled. We’re the fastest growing state in the nation in the charter school movement in terms of percentage growth. We also achieved, with Lumen’s help, all of the core goals of our federal grant, and we’ve been able to come out of every single year with a clean audit.”

Tyler Barnett
New Schools for Alabama

“It feels like a mentoring situation where we’re learning with Lumen. And, they’re modeling! The way they interact with us is the way we want to interact with our subgrantees. They are a good listening ear. Not only were they helpful with information to move the needle, but they helped us feel less discouraged as we met roadblocks.”

Shannon Greer
Utah Association of Public Charter Schools

Looking for Specialized Support for CSP Funding?

Learn More about our CSP Support Offerings

Testimonials

"They don’t tell you what you want to hear. They tell you what you need to hear. That makes a huge difference. We needed to understand our weaknesses in order to make the organization work right, and I was overwhelmed by how they really got it and they helped us to get it too. They were able to do it in a way that really made me want to understand the goals we needed to focus on. I believe Lumen was absolutely the best we could have found."
Barbara Sellinger
Cresthaven Academy
"I’ve been in nonprofits for 30+ years and have used the services of many consultants, but I have never been so comfortable with their commitment to helping us. It was as if the Lumen team shared our need to have a successful outcome and they were committed to the notion that they would indeed bring value to what we were doing. "
Caroline Novak
Alabama School Readiness Alliance
"The Lumen team did a really good job sharing the hard truths with us. Their findings were different from what we were expecting, but they used the information to push us farther than we originally planned. They were candid and didn’t hide anything from us. We’re now on the path to developing products that are very different from what we’ve done before but are hopefully much more useful for the people we serve."
Drew Jacobs
National Alliance of Public Charter Schools
"The management of a federal CSP grant is a really niche area that requires a tremendous depth of expertise and technical know-how. You need to have a microscopic attention to detail when it comes to compliance and reporting timeliness. The Lumen team is excellent at all of the above. "
Tyler Barnett
New Schools for Alabama
"In my coaching, we make really strong, specific plans for next steps and then we follow up on them in our next conversation. We try to keep those next steps really manageable. When I’m busy, I can’t layer a ton of personal growth on top of my other responsibilities, so we make plans for growth that are baked into the work I’m already doing. That has been really helpful for me. "
Kristen Forbriger
City Fund
"With everything in the CSP world, Lumen has someone on their team with the experience and focus to guide you through the processes. They partnered with us through what would have been a very difficult process had we tried to stumble through it on our own... we probably could have muddled through it as a team, but with their support it was much more smooth, efficient, and professional."
Shannon Greer
Utah Association of Public Charter Schools
"As I got to know the Lumen team, their questions and willingness to support us made it clear they were a good match. They were very engaged, quick to respond, and aligned with how we think as an organization."
Donterrio Marzetti
KIPP Tulsa Public Charter Schools