UC Berkeley, Development and Alumni Relations (DAR)
Strengthening Strategy–Execution Alignment in Advancement
The Situation
UC Berkeley DAR was navigating increasing complexity: ambitious fundraising goals, evolving donor expectations, and cross-unit coordination challenges. Leaders recognized that while strategy existed, execution was uneven, and teams needed clearer alignment to move faster and more cohesively.
Our Approach
Caravann worked with DAR leaders to bridge the gap between strategic intent and day-to-day execution. We focused on making priorities explicit, roles clearer, and decision-making more consistent across teams.
Our work emphasized:
Translating high-level strategy into actionable priorities
Clarifying governance, ownership, and cross-functional handoffs
Creating shared language and tools to support execution discipline
Crafting a “north star statement” that incorporates strategy, culture, and equity elements
DAR teams gained greater clarity on priorities and expectations, reducing friction and duplication. Leaders reported stronger alignment across functions and improved confidence that day-to-day work was meaningfully advancing Berkeley’s long-term advancement goals.
Our Client’s Outcome
