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Embarking on the creation of a new "master plan" in its 95 year, Elmwood Park Zoo is looking forward to yet another century of education, conservation and inspiration.





 






 

Master-Plan Management
Elmwood Park Zoo respectfully requests $145,000 to fund the development of its new "master plan". A zoo's master plan is a thoughtfully assembled layout for its growth, dictating everything from the procurement of new species to the placement of concessions. These documents guide zoos through short-term, mid-range and long-term goals while keeping a cohesive vision and an eye on organizational wellbeing.


 

Management Team
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Zoo advisors is a renowned master-plan management company, helping zoos around the world design long-term plans to develop capital projects from conception to twenty years into the future.

Phase I: Discovery — Where are we?
●   Internal & External Stakeholder Interviews
●   Staff Engagement
●   Market & Demographic Trends
●   Benchmarking
●   Organizational, Financial, & Facility Assessment

Phase II: Dreaming — Where we can go?
●   Identification of opportunities: revenue; operations; program; organization; & facilities; amenities; and attractions

Phase III: Reality — What can we do?
●   Staff and public input
●   Establishing priorities
●   Defining strategic goals

Phase IV: Action — How do we get there?
●   Organizational, financial, and facility plans
●   Phasing strategy

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Principal and Founder David Walsh is an expert at helping institutions understand and link business and financial strategies with enhanced experiences and facilities. His expertise was built through a successful career in the non-profit, corporate, and entrepreneurial worlds, focusing on business management issues, finance, organizational dynamics, and governance.

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Kathy Wagner applies 30 years of leadership to her role as a consultant. Her services include strategic planning, education and interpretive programming, organizational development, meeting facilitation, fundraising, grant writing, and evaluation. As Vice President for Conservation and Education at the Philadelphia Zoo, Kathy's team developed numerous award-winning programs.

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Zachary Winfield brings an expansive set of skills to Zoo Advisors gained through a multi-faceted career in the zoo, consulting, and business world. He has extensive experience implementing membership, marketing, and fundraising programs for zoos and other non-profit organizations. With an abiding love for data, Zach is expert at extracting meaningful and actionable information from large datasets.



 

Funding Consultants
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In the last three decades, Shultz & Williams has worked with over 1,000 nonprofit organizations, including social justice and humanitarian organizations, independent and charter schools, higher education institutions, and zoos and conservation organizations. They have built a suite of integrated consultative services for our nonprofit clients, including omni-channel direct response fundraising, development, organizational management and marketing.
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Phase I: Internal Readiness Audit
●   Review Materials
●   Conduct Internal Interviews
●   Review Fundraising Activities to Date
●   Review Elements of the Case for Support
●   Evaluate Volunteer Leadership
●   Evaluate the Prospect Pool
●   Evaluate the Development Organization

Phase II: External Study
●   Using the findings and key points identified in the internal phase, Shultz & Williams will conduct a study to test EPZ's case for support with its most qualified prospects.

Phase III: Final Report
●   "Confidential Follow-up"
●   Situational Analysis
●   Recommendations

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During a 25-year career in higher education, healthcare and arts & culture organizations, Senior Consultant Kathleen Watson has built significant experience in leading institutional advancement programs. She brings to clients hands-on experience in capital campaign planning and execution, major gift fundraising, prospect identification and cultivation, Board and staff development and program design. She joined Schultz & Williams in 2005.

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Vice President of Development and Leadership Susan Scauzzo re-joined Schultz & Williams in 2018, having previously worked with the firm from 2007-2014. In between, Susan directed a historically successful $30-million capital campaign at Bryn Mawr Hospital, and then served in an interim development role at Lankenau Medical Center. In all, Susan has more than 25 years of development experience in the Philadelphia area and Chicago.



 

BUDGET
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Jen Conti
Development Director
jconti@elmwoodparkzoo.org
(610) 277-3825 x229