A clear, defensible path for your company’s social impact.
In one focused month.
The Purpose & Profit Roadmap helps overextended ESG and CSR leaders move from ideas to a clear plan you can stand behind internally.
If you’re carrying an idea for meaningful social impact, but don’t yet have clarity, alignment, or internal buy-in, this engagement is designed to move you forward.
With prioritization, structure, and a clear path that fits your company’s reality.
Who this is for
This roadmap is designed for:
ESG, CSR, and Social Impact leaders inside companies
Often teams of one or small teams
Leaders navigating competing priorities, limited time, and internal politics
Organizations that want to do something meaningful — but need a clear, defensible plan first
If you already know exactly what to do and now need help designing and executing it, this may not be the right fit. (That’s what Start to Finish is for.)
By the end of this engagement, you’ll have:
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A clear snapshot of where you are now
A rapid assessment of what’s working, what’s unclear, and where momentum is getting stuck.
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A custom purpose & profit roadmap
A focused, realistic roadmap aligned to your goals, constraints, and internal dynamics.
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A board-ready leadership deck
A concise deck to support internal alignment and move conversations toward decisions.
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Practical tools to activate next steps
Simple tools and quick-start resources to begin putting the roadmap into motion, with even more simplicity.
How it works
I review your existing materials and context ahead of time
We identify up to 3 stakeholders for short input interviews I’ll do
We meet for a focused, 2–3 hour deep-dive
I synthesize insights into a clear, tailored roadmap and leadership deck
We meet for a delivery call to review the Roadmap and align on next steps
If you want a follow-up call in the following weeks for anything that’s popped up, you got it!
This engagement is intentionally designed to be high-impact with minimal lift from your side. It is a fully virtual engagement.
A note on budget
Many leaders come into this work thinking, “We don’t have budget.”
What’s often true instead:
There is budget — it’s just fragmented or waiting for clarity
Leadership hesitates to approve funding without a clear, defensible plan.
Ready to get started?
Let’s talk through where you are and whether the Purpose & Profit Roadmap is the right next step.
Director, People and Community Engagement, CPG Company, USA
“Working with Social Impact Compass was a game-changer for us! Shoshana’s clear, simple guidance made it easy to execute without overwhelming our tight schedules. The deliverables exceeded expectations and required almost no adjustments to fit our culture—something rare when working with consultants. We now have a strong foundation and can’t wait to finalize our roadmap and bring the plan to life!”
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
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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.
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I have 18 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, community engagement strategies, 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.
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If you already know exactly what to do and now need help designing and executing it, this may not be the right fit. (That’s what Start to Finish is for.)
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That’s common. Many leaders come into this work while navigating uncertainty. We start where you are and build clarity and credibility as we go.
If you will need external funding, I bring two decades 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.
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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.
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Things like analyzing your supply chain data, defining your corporate ESG metrics, defining the best calculation to determine your adjusted gender pay gap, or measuring your scope 1, 2 or 3 emissions are outside my areas of expertise.
