Purpose & Profit Roadmap

Chart a smart, feasible path for your company’s social impact-in just one month.

If you have a seed of an idea for making a positive impact through your company but don’t know how to make it a reality, this focused engagement gives you a clear path forward.

Who is this for?

  • Companies with early-stage ideas for social impact

  • Teams needing clarity and a practical, actionable plan

  • Leaders who want to present a compelling case for impact to stakeholders

What you will get

  • Assessment

    Rapid assessment of your company’s social impact opportunities and business goals

  • Custom roadmap

    Custom Purpose & Profit Activation Roadmap (with your key next action steps)

  • Briefing deck

    Boardroom-ready leadership briefing deck

  • Tools & frameworks

    Recommended tools, frameworks, and quick-start resources

  • Follow up advice

    One optional 30-minute follow-up call within a month

How it works

  1. Complete a focused intake form and share any key existing materials

  2. Participate in a 2-hour live Deep Dive session (virtual) to map goals, opportunities, and priorities

  3. Optionally, identify up to 2 stakeholders for short input interviews (virtual)

  4. Receive your customized Roadmap and Leadership Deck within 2 weeks

  5. Join a delivery call to review the Roadmap and align on next steps

This service is designed for fast clarity with minimal lift from your team.

(Note: This service provides strategic planning and next-step clarity, but does not include initiative design or launch.)

You’ll leave with a customized roadmap, a boardroom-ready leadership deck, and practical next steps to activate both purpose and profit.

Ready to get started?

Nathalie Bernard, Founder
Blue Sowers

“I really enjoyed working with Shoshana as she brought her robust on-the-ground experience from emerging countries … she keeps the focus and delivers the expected results with efficiency, openness and eagerness to share knowledge."

Vashtie Dookiesingh, Lead Specialist
Inter-American Development Bank

"Shoshana will be an asset to any organization both in her technical contributions. She is focused, results oriented, and has excellent communications skills."

Frequently asked questions

  • Three things stand out:

    1. My roots are from the nonprofit world, which means that first and foremost I make sure that corporate impact is grounded in the voices and needs of the community. From there, I layer on corporate priorities and materiality.

    2. As a meditator and yogi, I bring a mindful leadership approach to all my work–  thoughtfulness, kindness and optimism.

    3. I simplify the complexities inherent in this work into something very manageable and doable.

  • I have 15 years of experience working across the for-profit impact space and the not-for-profit space. Over these years, I have:

    • Worked with milk and fresh produce value chains, as well as in diversity initiatives and social marketing campaigns.

    • Worked on SDGs 1-8, 10-13, 16 and 17.

    • Had first-hand experience in multinational corporations (ex. Danone), in non-profit project management, communications and fundraising (ex. in Mexico) and in marginalized communities (ex. rural Ecuador).

    Social and economic impact are my jam, no matter what angle you come at them from, and I have trained and coached companies from Europe to the United States to Latin America.

    I bring this full perspective to respond to what you need, and I have the humility to ask questions when there is a part of your business I am unfamiliar with.

  • I am passionate about companies building the internal expertise to design their own projects.

    That said, I recognize that there are some instances where bandwidth limitations simply make this impossible. For those cases, I offer the “Hands On Booster”, to take off your plate key tasks in project design, like defining your impact indicators, developing your pitch deck, and identifying potential operational and funding partners. Let me know if you are interested in this additional level of support.

  • With over a decade of experience fundraising for impact projects, I will absolutely guide and support you in getting your project funded. Once we have designed a fundable project, we will together identify the right funding strategy, and then identify potential co-funders and develop a great pitch for you to use right away. And along the way, if I know funders that I think will be excited about this kind of project, I will absolutely connect you.

    Today, more and more, foundations and bilateral funders are excited to fund corporate impact projects. Do keep in mind that funders will always expect you to co-finance a significant portion of the project, particularly for the pilot stage.

  • My experience has shown that external PMs have limited capacity to move the levers within a company necessary for any project to advance. For this reason, I never serve as the project manager, and strongly recommend you have a mid-level manager in this role.

  • No, this is not my area of expertise.

  • No. Things like analyzing your supply chain data, defining your corporate ESG metrics, and defining the best calculation to determine your adjusted gender pay gap are outside my areas of expertise.