Case Study: Eli Patrick & Co.

Client: Eli Patrick & Co.
Industry: Organizational Development & Non-Profit Consulting
Location: Hartford, Connecticut
HR MOM Plan: Thrive Plan 

Client Background

Eli Patrick & Co. is a nonprofit consulting firm dedicated to advancing the mission-driven work of nonprofits and faith-based organizations. With a focus on fundraising strategy, strategic planning, and organizational development, the firm empowers its clients to move from vision to execution with clarity and impact. Through hands-on collaboration, Eli Patrick & Co. supports organizations in developing actionable strategies, designing effective programs, and strengthening leadership capacity. 

The Challenge: 

When Eli Patrick Co. approached us, they weren’t just looking for HR support, they needed a partner. Their internal systems lacked structure, no clear onboarding process, no board training, and no operations manual to guide sustainable growth. We stepped in to build the foundation they needed to scale confidently and operate with clarity.

They had the vision.
They had the passion.
What they needed was the HR backbone to make it all work, strategically, legally, and with purpose.

Their wish list was bold and beautiful:

• Build onboarding programs for both new and current employee
• Create a working, real-world operations manual
• Train their Board of Directors
• Evaluate compensation and offer smarter, sustainable strategies
• Do all this with clarity, care, and urgency, before year-end

Our Approach: Strategic HR, With Solution

We put the Thrive Plan into action, creating a focused, three-phase roadmap that brought Eli Patrick’s purpose to life through HR MOM’s strategic leadership.

Phase 1: Discovery & Deep Listening

We began by getting to know the team, their pain points, and the core of their mission. Through interviews and assessments, we uncovered what mattered most: clarity, trust, and practical tools tailored to reflect their nonprofit values and culture.

Phase 2: Implementation That Moves the Needle

Over 10 focused weeks, we rolled up our sleeves and got to work:

• Custom onboarding tools (for staff at every level)
• A warm, clear Board training and development program
• A ready-to-use Operations Manual
• Weekly strategy coaching that turned theory into action

And because this isn’t just about paperwork, it’s about people we made sure everything we delivered felt good, looked good, and worked well in real life.

The Transformation

Eli Patrick & Co. has seen a real shift:

• Clear processes where there was once confusion
• Confidence in front of their nonprofit client
• A growing toolkit of HR systems that actually reflect their values

Their project has shape. Their team has direction. And their partners are now better supported to do the powerful, equity-driven work they’re called to do.

Testimonial….

“Partnering with HR MOM has been one of the most strategic decisions we’ve made in advancing both our internal operations and client-facing services. 

From the very beginning, your team demonstrated a deep understanding of the intersection between human resources, organizational culture, and leadership performance. Your guidance helped us clarify our strategic direction and strengthen the leadership capacity within our firm at a critical moment of growth.

What stood out most during our engagement was the professionalism, responsiveness, and deep expertise your team brought to every conversation. Whether it was facilitating planning sessions, advising on leadership structures, or aligning HR strategy with long-term organizational goals, HR MOM operated not just as a service provider, but as a true thought partner. You didn’t just give us a plan; you helped us build the confidence and infrastructure to execute it.

The ripple effect of your work is already evident in how we lead, how we engage our team, and how we design solutions for our nonprofit and government clients. The value you’ve provided has far exceeded expectations.

We’re proud to be part of your success story and look forward to future collaborations as we continue building stronger, more resilient organizations together.”  _Dr. William Clark CEO Eli Patrick & Co.

Feeling Inspired?

You don’t have to be a big company to have a big HR strategy.
Whether you’re a nonprofit leader, a consultant supporting one, or a founder trying to get your systems together, HR MOM is here for you.

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