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Community Wealth Building & Organizational Clarity

Partnering with not-for-profit and public sector organizations in moments of growth, transition, and complexity.

Trusted by nonprofit leaders, community foundations, and mission-driven organizations navigating change.

What We Do

Robertson & Co. Community Consulting provides senior advisory and strategic support for nonprofit and public sector organizations navigating complexity, growth, and change.

01

Strategic Planning & Organizational Reviews

 

Clear direction. Aligned priorities. Practical execution.

Supporting organizations to clarify strategy, align programs and resources, and strengthen governance. This work helps leadership teams navigate complexity, make confident decisions, and create a shared roadmap that translates vision into action.

02

Program Design, Audits & Evaluation

Ensuring programs are aligned, effective, and accountable.

Reviewing and designing programs through an equity and systems lens to improve effectiveness, alignment, and outcomes. This includes program audits, service reviews, and evaluation frameworks that support learning, accountability, and continuous improvement.

03

Leadership, Governance & Board Support

 

Stronger leadership and governance where it matters most.

Providing executive-level advisory support, governance guidance, and board facilitation to help organizations navigate growth, transition, and change. This work includes board development, policy support, leadership advising, and strengthening decision-making structures.

04

Equity, Inclusion & Systems Change Advisory

 

Embedding equity into strategy, policy, and decision-making.

Supporting organizations to integrate equity, inclusion, and anti-oppression principles into strategy, policy, organizational culture, and governance. This work focuses on shifting systems, structures, and decision-making practices to create lasting and meaningful change.

About Us

Designing Systems That Support Community, Social Impact, & 

Belonging

Togther we have more than 50 years of combined community, philanthropy, and social impact experience, working across nonprofit leadership, community foundations, government, and the public sector.

We partner with organizations navigating complexity — helping them clarify strategy, strengthen governance, design effective programs, and build capacity for long-term impact. Our work is grounded in community-led change, equity, and practical execution.

Whether supporting a strategic planning process, reviewing programs, or providing leadership advisory, I bring a thoughtful, relationship-first approach that helps organizations move forward with clarity and confidence.

Who Is This For?

 

When to Call

Organizations typically call us when:

  • Strategy exists, but execution is stalling

  • Leadership capacity is stretched or fragmented

  • Governance, funding, and operations aren’t aligned

  • The organization is growing faster than its systems

  • A reset, transition, or inflection point is underway
     

What People Say About Working With Us

It is rare to encounter someone who combines the heart of a servant leader with the mind of a seasoned strategist — but that is precisely what Katie Robertson brings to every role she inhabits.

I have had the privilege of witnessing Katie's leadership firsthand, and what distinguishes her most is her extraordinary capacity to hold the big picture and the fine details simultaneously. She doesn't simply manage an organization — she imagineers its future. Her strategic thinking is grounded not in theory, but in a deep, intuitive understanding of community: who is being served, what they truly need, and how to mobilize resources and people to meet that need with excellence and dignity.

Her skills span donor relations and fund development, stakeholder engagement, governance, program design, financial stewardship, communications, and partnership-building — a rare combination that most organizations spend years trying to assemble across an entire leadership team.

But perhaps most powerfully, Katie leads with passion. Not the performative kind — the kind that is quiet, sustained, and contagious. The people around her rise because she believes in what is possible, and she makes them believe it too.

Laura Morie, Former Board Member, Westlock Community Foundation

“Katie is a high enegy creative person. Katie is knowledgable in communication strategy and can develop creative problem solving solutions to daily challenges.”

Gary Sims, Former CEO Grey Bruce Health Services

“Katie is a highly organized communications professional who truly understands the importance and impact of communications in the non-profit business world we work in. Always looking for ways to use her knowledge and skills to better the organizations she is involved in.”

Jennifer Paturel, Communication and Corporate Management Professional

I highly recommend Katie Robertson of Robertson and Co. for strategic planning facilitation. Katie recently facilitated a full-day strategic planning workshop for the Jasper Community Team Society, and she did an outstanding job.

She was thoughtful and intentional in the design of the session, providing ample preparation for our board in advance so they could spend their time together focused on the discussions that mattered most. That level of planning made a real difference and helped create a productive, well-paced day.

Katie expertly guided the conversation through a wide range of significant and often weighty topics with clarity, confidence and ease. She created space for meaningful dialogue, kept the group on track and brought a steady hand to the process throughout. Impressively, she even got us done early.

Facilitating a full day of strategic discussion is no small task, but Katie made it look effortless. Her skill, professionalism and calm wayfinding helped our board have a highly valuable session. I would not hesitate to recommend her to any organization looking for a strong strategic planning facilitator.

Wanda Bogdane, Executive Director Jasper Community Team Society

 
"What sets Katie apart is that she genuinely cares. Her experience across politics, marketing, and community development is substantial, and her understanding of different functions and verticals brings a rare perspective. But skills and experience only go so far—they’re amplified when paired with someone who cares deeply about the impact of their work. I would strongly recommend working with Katie."

Samuel Robertson (no relation :) - Entrepreneur, Business Leader

"I have been working with Katie for 10 years in multiple capcities, from client to business partners. Her passion and energy is remarkable. Her driving force is rooted in principles of community and compassion, allowing her to relate to those around her in unique ways. Katie believes in actions and finding solutions and partners to drive outcomes."

Greg Davis, Entrepreneur, Business Leader

Let’s transform communities and build the future together

Contact Us to Get Started

1-780-898-9984

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