We measure our success by the Systems that outlast us.
Here’s a look at the work we’ve done and the impact we’ve helped create.
Our Impact in Numbers
A Closer Look At How We Create Change
Building the Infrastructure Behind the Mission: Jane Bancroft Robinson Foundation
When Battle Plan first partnered with JBRF, the foundation had no centralized project management system and no shared document platform. Program work was moving, but without the infrastructure to track it. Assignments slipped, consultant deliverables ran off schedule, and leadership had limited visibility into what was on track and what wasn’t.
JBRF needed more than a tool recommendation and a trusted partner who could assess the full picture, build something that fit their team, and see it through.
Battle Plan began by listening. Before making a single recommendation, we joined program meetings, observed how the team worked, tracked assignments, and synthesized what we heard. We took the time to understand the team’s varying comfort levels with technology before proposing any solutions.
From there, we built in phases. First, we researched, evaluated, and recommended Asana as JBRF’s project management platform, providing a written options analysis and a video walkthrough before seeking approval. Once the team was onboard, we built the platform out entirely, adding all projects, assignees, deliverable dates, subtasks, dependencies, and linked documents. We then trained the full team and continued to reinforce that training in real time during meetings.
Next, we tackled document management, researching options and ultimately leading the migration from Google Suite to Microsoft Teams. It was a heavy lift, and we saw it through from start to finish.
Throughout the engagement, we identified and solved for specific friction points as they emerged: sending pre-meeting reminders to improve task completion, creating a contract review process to keep external consultants accountable, and troubleshooting Asana navigation in real time with the team.
JBRF now operates with a fully functioning project management system and centralized document platform that the team relies on daily. Leadership has clear visibility into task completion and deliverables. External consultant accountability improved. And as the engagement deepened, Battle Plan’s scope grew: we moved from day-to-day project management into systems-level work, including developing an organization-wide process manual and improving JBRF’s contract and grant agreement processes.
The relationship continues, and so does the work.
Client Voice
“Battle Plan is quickly able to identify gaps and sees opportunities for systems and processes to be put in place for work to be executed in a more efficient and effective manner. Their talent knows no bounds — they just keep creating and applying great tools for us. JBRF has been taken to the next level because of Battle Plan.”
“JBRF’s operations, processes, and programs have been elevated because of Battle Plan’s high quality, invaluable project management skills. Battle Plan’s use of key project management tools ensures all work moves forward. JBRF has been taken to the next level.”
“We have been working with Battle Plan, a Black woman owned project management small business, for the past 9 months and they have been a PHENOMENAL source of project management support, helping us to build resources and systems that would better support greater productivity across our team – so much so that our Chief of Staff is also using them for executive team support.”
“Battle Plan committed to finding the perfect Program Officers for the Jane Bancroft Robinson Foundation through a thoughtful and engaging recruitment process. Their approach involved reaching out to talented professionals with proven experience in philanthropy, grantmaking, and community-centered work. The company looked closely at each candidate’s skills, credentials, and experience, ensuring they bring both strategic insight and a heart for our Foundation’s mission. By connecting personally with candidates, the Battle Plan team found two individuals who not only met the qualifications but will thrive within our Foundation’s supportive and mission-driven culture. This was an experience that candidates raved about. Battle Plan demonstrated its ability to deliver with excellence, professionalism and humanity.”
“The work Battle Plan put into supporting the project management of our AMS has not gone unnoticed, and it has made a real difference for our team. Navigating an AMS transition is no small thing. There are a hundred moving pieces, a dozen stakeholders, and no shortage of moments where things could easily fall through the cracks. You all showed up with clarity, consistency, and care which gave us the confidence to keep moving forward.”
“Laurin and Gabrielle — It was really great working with you both on the Asana project. It all came together so quickly at the start; I’m still learning new tricks :), but your organization, responsiveness, and flexibility made a stressful process feel much more manageable. I’m definitely on my way with it thanks to your guidance and patience. So nice meeting you both, and wishing you continued success!”
Request A Consultation
Ready to turn your strategy into action? Let’s talk about where you are and what you need to get where you’re going.
