Simon Morfit Email & Phone Number

California, United States

San Francisco Bay Area

The Salesforce Accelerator - AI for Impact offers $2M in flexible funding, pro-bono expertise, and technology to a cohort of six nonprofits working in education and workforce development to explore integrating AI solutions into their programs and operations.• Co-design roadmap detailing six-month accelerator experience• Create curricula and guides shepherding 30 nonprofit staff and 28 pro bono Salesforce volunteers through key steps in the AI solution development process (e.g., discovery, prototyping, future state architecture, consequence scanning, implementation planning)• Collaborate with cross-functional Salesforce experts to develop five workshops and capacity-building resources (e.g., responsible AI/ethical use and change management specialists)• Advise on future accelerators as well as content shared during NYC World Tour showcasing Salesforce’s tools and innovations

San Francisco Bay Area

Founded in 2000 as the social impact affiliate of Bain & Company, The Bridgespan Group is a leading management consulting firm that seeks to build a better world by strengthening the ability of nonprofits, mission-driven organizations, and philanthropists to achieve breakthrough results in addressing society’s most important challenges and opportunities. Bridgespan engagements improve the strategic clarity, organizational capacity, and internal operations of nonprofits and philanthropists. Select projects: • Develop strategy roadmaps unlocking exponential growth for six tech nonprofits advancing health, education, climate change, and criminal justice reform strategies. Organizations vary in size from $<1M-$10M, and use AI, IoT, and messaging technologies to drive impact across communities around the world• Led multi-year initiative to advance new understandings of funder collaboratives, determined that these philanthropic vehicles direct $2B+/year to social change and identified factors needed to secure further donor support. Key insights featured in Financial Times and Chronicle of Philanthropy• Assisted a global retailer with $3B+ in annual revenue prioritize changes to its corporate philanthropy operating model to enhance impact, efficiency, and reputation

San Francisco Bay Area

Select projects:• Defined how the corporate foundation of a financial services company could leverage its distinct assets to launch a new $7-$10M/year racial equity strategy; identified 10 inaugural grantees from hundreds sourced

San Francisco Bay Area

Select projects:• Prioritized investments to help a $30M San Francisco nonprofit expand and best meet the health, education, and employment needs of youth experiencing homelessness as well as operational changes to enhance staff retention totaling ~$5M/year

San Francisco Bay Area

Select projects:• Created due diligence process to prioritize geographic regions (5 from 125 considered) and nonprofit partners (2 from 10 considered) for a $35M foundation assessing feasibility of new education investments

Select projects:• Assisted a $135M New York nonprofit develop new education, health, and housing services and ‘go-to-market’ implementation to help families break the cycle of intergenerational poverty totaling ~$4-6M/year• Coached cross-functional leadership teams of 10 Seattle nonprofits (ranging in size from $2-$10M) to build capacity to address strategic priorities (e.g., growth, execution efficiency, revenue loss)

San Francisco

• Developed frameworks for strategy, impact measurement, and evaluation including theories of change and logic models for foundations, nonprofit organizations, and public agencies • Created a multi-year evaluation plan to assess key implementation milestones and impact among students and community members of a philanthropically funded education initiative in Georgia • Conducted developmental evaluation for a cohort of foundation grantees implementing Pay for Success (PFS) projects throughout California, determining technical assistance needs most conducive to finalizing PFS contracts• Recommended new revenue generating strategies for a $10M family services nonprofit organization to negotiate changing economic and political environment• Managed client relations and contracts totaling more than $1.2M • Supervised internal teams of Associates and Consultants

Berkeley, Ca

• Assessed potential for using smartphones in Uganda, shared recommendations with Ministry of Health and informed pilot using technology to process health payments• Conducted a case study of Malawi to determine that donor funding preferences for AIDS impede addressing locally identified development needs in sub-Saharan Africa, shared recommendations with practitioners through leading industry publication: World Development• Analyzed donor funding databases, reviewed archival data on nonprofit jobs, and completed three months of fieldwork to determine how nonprofits have evolved over 20 years• Generated new insights on the distribution of expanded Brazilian welfare programs and factors affecting growth through original data visuals and statistical models of enrollment information• Conducted 18 months of fieldwork in Brazil, including 70+ interviews with government officials, beneficiaries, and service providers to evaluate impact of welfare programs on communities

• Led evaluation of community-based health programs in Thailand, Zimbabwe, and Peru through in-country field work, qualitative methods, and surveys; disseminated recommendations on increasing community engagement to 40 global clinics• Designed evaluation plan and metrics for $12M community-based AIDS prevention project implemented in 48 international sites• Conducted “train-the-trainer” workshops for a total of 30 international staff

• Conduct rapid assessments of the political climate and electoral process throughout Indonesia for Jakarta field office and Atlanta headquarters.

• Counseled and collected data from clients of HIV/AIDS prevention projects (client case load, ~50)• Collaborated with medical staff and community stakeholders to double participation in the Community Advisory Board to inform ethical and responsible clinic practices • Conducted outreach to underserved communities to increase diversity of patients served

Ph.D., Sociology

Mph

Ba, Interdisciplinary Concentration In Biology, Chemistry, And Psychology

Completed with Distinction