Case study·Higher education and research

Strategic Planning Amid Global Funding Disruption

Leadership needed to clarify direction quickly without losing the Institute’s global credibility, academic rigor, or mission-driven identity.

  • ClientUCSF Institute for Global Health Sciences
  • Years2024 to 2025
  • WorkDesigning an execution roadmap aligned to funding realities and institutional constraints
  • AreasStrategy & Execution · Change & Communications · Facilitation
UCSF campus buildings and a landscaped plaza

The engagement

Case Study

The Situation

In 2024 to 2025, IGHS faced a destabilizing moment. Shifts in U.S. federal funding priorities and reductions from major global health funders created uncertainty across programs, partnerships, and staffing. Leadership needed to clarify direction quickly without losing the Institute’s global credibility, academic rigor, or mission-driven identity.

Our Approach

Caravann partnered with IGHS leadership to design and facilitate a multi-phase strategic planning process grounded in reality, not wishful thinking. We synthesized insights from a comprehensive needs assessment, conducted deep stakeholder listening across faculty, staff, and partners, and helped leadership name the hard tradeoffs ahead. Rather than producing a static strategy deck, we focused on:

  • Clarifying IGHS’s strategic identity in a changing global health landscape
  • Translating values into clear strategic priorities and decision criteria
  • Designing an execution roadmap aligned to funding realities and institutional constraints
Graphic recording of the UCSF IGHS strategic planning process
This visual captures the IGHS strategic planning process.

The Outcome

IGHS emerged with a shared strategic narrative, sharper prioritization, and a practical roadmap to guide decisions during volatility. Leadership gained alignment on what to protect, what to evolve, and what to stop, creating a foundation for sustainable growth, clearer partnerships, and more confident fundraising conversations.

In their words

Client Testimonial

Andrea DeLuca
Caravann was an invaluable partner to us during a period of significant change and financial uncertainty. They brought creativity, adaptability, and a genuine willingness to meet us where we were, becoming one of our strongest allies as we navigated some very difficult decisions. They helped us embrace the idea that you should never waste a good crisis; using a tumultuous period as an opportunity to listen deeply, challenge assumptions, and build something stronger. We emerged with a sound strategic plan that reflected a real diversity of perspectives across our organization and gave us a clearer path forward. I would enthusiastically recommend Caravann to any leader looking for a thoughtful, creative, and trusted partner in navigating complexity and change.
Andrea DeLuca Deputy Director, UCSF Institute for Global Health Sciences

Public artifact

IGHS Strategic Plan 2025 to 2030

To view a copy of the full strategic plan, click here.

Read the plan (PDF)

More work

Other Case Studies

Explore how we have helped other organizations navigate change.

Get started

Let’s connect.

Use the Navigation Scan to reflect on how your organization navigates change, or schedule a strategy call to discuss the support you need.

Free · 8 minutes

Navigation Scan

The Caravann Navigation System examines five checkpoints that shape an organization’s ability to turn strategy and change into coordinated action.

  • Do we know where we are going and what matters most?
  • Are the right people committed to the same outcomes?
  • Is it clear who decides, who leads, and who follows through?
  • Are people prepared and equipped to work differently? How will we review, learn, and keep moving?
Take the assessment

Free · No obligation

A conversation

Book a strategy call on our calendar, we look forward to it!

  • You do not need to diagnose the problem before we talk.
  • Bring us what you are seeing. We will help you identify a useful starting point.
  • We can discuss the support your team needs.
  • We can explore the next steps together.
Start the conversation