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.
• 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.
• 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.
• 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.
• 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.
• 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.

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.
• 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.
• 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