Summer Search III

Spring-Summer 2022
Project Location
Oakland, CA
Project Type
Full team
Project Focus
Strategic Planning
Organization Type
Children, Youth & Families,


Summer Search’s mission is to unleash students’ potential through mentoring and transformative experiences. Founded in the San Francisco Bay Area in 1990, it has expanded to Boston, New York City, Seattle, and Philadelphia. Summer Search serves more than 3,500 students across the country in its high school and post-secondary programs. The organization has an annual budget of ~ $23 million and a staff of over 150 people aided by more than 250 volunteers.

Summer Search supports its participants in achieving educational, career, and financial well-being outcomes. Last year, Summer Search students nationally achieved the following results:

  • 99% of Class of 2021 high school seniors graduated from high school
  • 92% were accepted into a two- or four-year college
  • 64% of participants earn a bachelor’s degree within six years of high school graduation, a rate three times higher than their peers nationally


Based on its newly defined organizational values and culture, what’s the best four-year strategic operating plan and financial forecast for Summer Search?


Summer Search is currently engaged with two independent outside consultants to partner with key stakeholders including alumni, student participants, school and community partners, donors, board of directors, staff, and senior leadership to develop its organizational values and culture. This work will be completed in March 2022, and its deliverables will serve as inputs to a follow-on project (ideally done by ACT) to develop a strategic operating plan and financial forecast covering fiscal years 2023-2026.

Project Overview

Summer Search would like an ACT project team to help develop a strategic operating plan and financial forecast for the fiscal years 2023-2026. The plan will articulate the organization’s key initiatives and cost model through FY26 and include an analysis of organizational strengths, weaknesses, opportunities, and threats. The team will work with senior Summer Search management, the National Finance Committee, and five regional Executive Directors and regional staff. To help the ACT project team coordinate the involvement of these diverse groups, Summer Search will assign a full-time project manager to this project.


This is a Full Team project:

  • Scope: High-priority organizational challenge involving strategy or management
  • Team Size: 6-8 consultants, including 1-2 project leaders
  • Project Duration: 6 months
  • Estimated time Contribution: Team member: 3-4 hrs/week, Project leader: 5-6 hrs/week

Read more about the Full Team Project Consultant role and the Project Leader role.