About
Juan Bertoldi
Founder & Consulting Director · Insights for Value
I started my career at Accenture in Buenos Aires, spending a decade in strategy consulting across Latin America and the Asia-Pacific region — including several years based in Sydney. That grounding in rigorous analysis and large-scale transformation shaped how I think about strategy.
From there I moved into the international development sector — first as Quality Assurance Director for World Vision's Southern Africa region, based in Lusaka, Zambia, where I led performance measurement and strategy implementation across nine national offices. Then to New York, where I spent four years as Senior Advisor in World Vision's Global Office of Strategy, contributing to the organisation's first-ever global strategy across 90 countries and 40,000 people.
Before launching i4V, I spent two years at SYPartners in New York — a transformation consultancy at the intersection of strategy, leadership, and design.
Since 2019, I have run i4V as an independent practice — working with INGOs and non-profits at the moments that matter most. I am based in Spain and work globally, combining remote with periodic in-person sessions. I work in English and Spanish, with intermediate French and Portuguese.
30+ engagements
20+ years · 4 continents
EN · ES · FR · PT
Remote + in-person
Where I can help
Most clients come to me at one of six moments.
Click on the challenge that matches where you are. We'll show you how i4V has helped organisations navigate the same moment.
We need a new strategy — one our team will actually own and implement.
You're entering a new cycle, facing significant change, or the current plan is no longer fit for purpose.
We have a strategy. Now we need to turn it into a plan the organisation can actually execute.
Strategic priorities that need to become documented initiatives — with clear goals, measures, ownership, and sequencing.
We need to build the systems and frameworks that connect strategy to measurable results.
Business models, KPIs, measurement frameworks, or engagement approaches that exist in fragments — but lack coherence, consistency, or a clear link to strategic outcomes.
We want to understand what our current strategy has and hasn't achieved.
End of cycle, donor requirement, or internal pressure to assess honestly before deciding what comes next.
We need to redefine our identity or vision — and align diverse stakeholders around it.
Alliance or network facing existential questions, or an organisation that has outgrown its mandate — with board, leadership, or country offices holding different views.
We want to design new business models or find innovative approaches to deliver on our mission.
Market-based solutions, public-private partnerships, social enterprise models, or new revenue streams that need to be prototyped, documented, and prepared for scale.
Strategy Formulation
Full-cycle strategy development — from evidence to Board approval
We run the full process: external context and ecosystem analysis, internal capability assessment, challenge formulation, strategic framework design, priorities and initiatives, implementation roadmap, and final Board-ready narrative. You own the process and the result.
1
Ecosystem and context analysis
2
Internal assessment and SWOT
3
Challenge formulation
4
Strategic framework and priorities
5
Initiatives, roadmap, and MEAL
6
Board presentation and narrative
Recent engagements
Habitat for Humanity LAC
Development of the Regional Strategy · 2022–23
Action Against Hunger USA
Strategic Plan & Implementation System · 2019
Strategy Review & Evaluation
An honest assessment that opens the door to the next chapter
We structure the review around three diagnostic layers: results achieved, organisational readiness, and depth of strategic buy-in. The output is not just a report — it's the foundation for a better next strategy.
1
Results and outcome mapping
2
Stakeholder interviews and surveys
3
Capability and organisational assessment
4
Strategic buy-in and alignment diagnosis
5
Findings, recommendations, and next cycle framing
Recent engagements
CMMB
Strategy Review · 2025
UNICEF B4R
Streamlining Measurement & Reporting · 2021–22
Facilitation
Sessions that produce decisions, not just discussion
We design every session to move groups from diverse starting positions toward genuine alignment. In-person retreats, virtual workshops, Board sessions, multi-stakeholder dialogues — this has never been left to chance.
1
Stakeholder mapping and pre-session diagnosis
2
Session design with clear decision points
3
Facilitation with structured tools
4
Documentation and agreed next steps
Recent engagements
Integral Alliance
Board vision session with 20 member organisations · 2023
Action Against Hunger USA
Senior Management Team working sessions · 2019
World Vision España
Strategic positioning workshops · 2025
World Vision International
Scale up of innovative business models · 2020
Strategy Planning & Implementation
From strategic priorities to a plan the organisation can own and execute
A strategy document is not an execution plan. We bridge the gap — translating priorities into well-documented initiatives with clear goals, measures of success, ownership, and sequencing. Where the organisation needs it, we also design the strategy management function itself: the roles, routines, and infrastructure that keep delivery on track over time.
1
Initiative definition and scoping
2
Goals, KPIs, and measures of success
3
Ownership, sequencing, and interdependencies
4
Governance and strategy management design
5
Strategy office design — roles, routines, and infrastructure
Recent engagements
Habitat for Humanity LAC
Strategy Management Office set-up · 2023
Habitat for Humanity LAC
Design of the Shared Services Model · 2023–24
Action Against Hunger USA
Strategy Implementation System · 2019
Vision & Identity
Redefining what an organisation is for — and what it should become
When the question goes deeper than strategy — to identity, value proposition, or the fundamental model of the organisation — we create the space and process for leaders to answer it together. The result is shared ownership, not a consultant's recommendation.
1
Stakeholder landscape and value proposition diagnosis
2
Facilitated exploration with leadership / Board
3
Strategic options development
4
Decision session and narrative development
Recent engagements
Integral Alliance
Cast a New Vision for the Future · 2023
Business Model Design & Innovation
Designing, documenting, and preparing new business models for scale
When organisations move beyond traditional programming into market-based solutions, public-private partnerships, or social enterprise, the challenge shifts from "what works?" to "how do we systematise and scale it?" We help prototype, document, and build the operational infrastructure for innovative models to travel.
1
Review existing models, prototypes, and lessons learnt
2
Engage with implementation teams across geographies
3
Systematise the methodology — process, tools, and templates
4
Develop resource kit or guidance for adaptation and scale-up
5
Validate with stakeholders and prepare for transfer
Recent engagements
World Vision International
Scale up of innovative business models · 2020
Tech for Impact (ADB)
Development of a new business model · 2020
Private Sector Engagement
A consistent framework for engaging business — from prospecting to measuring results
Most organisations have pockets of good private sector engagement and no shared language for talking about it. We design the frameworks, maturity models, and measurement tools that turn scattered efforts into a coherent approach — and make the results visible.
1
Maturity assessment across country offices or units
2
Benchmarking against peer organisations
3
Framework design — engagement cycle, tools, and KPIs
4
Recommendations and implementation roadmap
5
Validation and capacity-building support
Recent engagements
UNICEF MSP Unit
Platform Engagement Framework Design · 2019–20
UNICEF ROSA
State of Business for Results in the Region · 2020–21
UNICEF ROSA
Support Implementation of B4R Initiative · 2021–22
UNICEF B4R
Streamlining Measurement & Reporting · 2021–22
Methodology
How I work
Five principles that shape every engagement — from the first conversation to the final Board presentation.
01
Diagnose before prescribing
Every engagement begins with a structured diagnosis — external context, ecosystem mapping, internal capability, stakeholder landscape. We do not arrive with a predetermined answer. The challenge has to be earned through evidence before the framework can be built.
02
Name the challenge clearly
Between diagnosis and strategy, we name the central challenge: the critical choice or obstacle the organisation must address for the strategy to work. This is the hardest part. It is also where most strategies go wrong — by skipping it.
03
Build ownership, not dependency
The process is designed so that clients own the strategy — not us. We facilitate, synthesise, and sharpen. But the decisions are made by the people who will implement them. A strategy that isn't owned is a document. A strategy that is owned is a commitment.
04
Deliver, don't just facilitate
We produce the deliverables. Strategic frameworks, Board narratives, implementation roadmaps, operating model designs. We write, design, and present — not just coordinate. The output is Board-ready and ready to use.
05
Human-led, AI-enabled
Leveraging AI tools to expand consulting capabilities and accelerate delivery. From research synthesis to document production, AI amplifies what an experienced consultant can do — without replacing the judgement, facilitation, and relationship skills that make strategy work.
Portfolio
Clients & selected work
A selection of recent engagements.
Notable clients
Habitat for Humanity
LAC Region · 3 engagements
UNICEF
B4R, ROSA, CODAS, MSP · 5 engagements
Integral Alliance
Humanitarian network · 1 engagement
Action Against Hunger
USA · 1 engagement
World Vision
Internacional & España · 2 engagements
CMMB
New York · 1 engagement
Strategy Formulation
Habitat for Humanity LAC
Development of the Regional Strategy
Led the full strategy cycle for Habitat's 13-country LAC network — from housing needs analysis and ecosystem mapping through to strategic framework, initiatives, and Board-ready narrative.
→
Housing ecosystem map across 3 sub-regions and 13 national offices→
Strategic framework, initiatives, and sequenced implementation roadmap→
Operating model and governance structure to support deliveryVision & Alliance Strategy
Integral Alliance
Cast a New Vision for the Future
Partnered with the Secretariat and Board Working Group of a 20-member humanitarian alliance to define a new value proposition, vision, and strategic shifts — culminating in a full Board approval session.
→
Confirmed value proposition for Members→
New 5-year vision discussed and agreed by the Board→
Strategic shifts approved with governance and economic modelOperating Model Design
Habitat for Humanity LAC
Design of the Shared Services Model
Following the regional strategy, designed a shared services model to enable economies of scale across 13 national offices — from capability model refinement through demand analysis and service catalog design.
→
Refined competency model aligned to regional strategic priorities→
Demand analysis and service catalog for 13 NOs→
Pilot launch roadmap for priority servicesPrivate Sector Engagement
UNICEF — Multiple Units
Building the Framework for Business Engagement
Across five consecutive engagements with UNICEF — the MSP Unit, the South Asia Regional Office, CODAS, and the B4R initiative — designed and supported the frameworks, tools, and measurement systems that enable consistent, results-oriented private sector engagement across a global organisation.
→
Platform Engagement Framework with KPIs and value assessment methodology→
B4R Maturity Framework connecting conditions for engagement to results→
3 country offices supported in developing business engagement strategies→
Recommendations adopted across ROSA's 8-country networkStrategy Review & Evaluation
CMMB
Strategy Review
Led an evidence-based review of CMMB's performance across its three strategic objectives at the close of its 2020–2025 strategic cycle — synthesizing documentary evidence and structured stakeholder interviews into a clear-eyed view of results, shortcomings, and the strategic questions to anchor the next planning period.
→
Comprehensive assessment report covering results, lessons learned, and future directions→
Strategic challenges defined to anchor the next planning cycle→
Findings presented to management team and BoardDonor Growth
World Vision España
Donor Acquisition & Retention Transformation
Diagnosed the root causes behind stagnating individual donor numbers and built a prioritised roadmap of initiatives — combining channel analysis, workshop-based exploration, and financial modelling — to close a projected €100K funding gap.
→
Prioritised roadmap with sequencing, milestones, and financing options→
Channel effectiveness analysis across digital, face-to-face, and church→
4 new product concepts developed for testing and validationBusiness Model Design
World Vision International
Scale Up of Innovative Business Models
Systematised a methodology for assessing, contextualising and scaling three innovative business models developed under the Joining Forces for Last Mile Nutrition partnership (World Vision, Sight and Life Foundation, Royal DSM) — covering sourcing (Rwanda), production (Indonesia), and distribution (Brazil) of nutritious foods for vulnerable communities.
→
Resource Kit for adapting, transferring and scaling business models in the context of public-private partnerships→
Process framework with tools, templates and examples drawn from three country pilots→
Stakeholder engagement across WV, DSM and Sight and Life teams in Rwanda, Brazil and IndonesiaBusiness Model Design
Tech for Impact (Asian Development Bank)
Development of a New Business Model
Supported the CEO of this ADB-funded initiative to articulate a commercially viable business model for its knowledge-sharing platform — introducing structured frameworks, facilitating leadership conversations, and documenting five concrete use cases to anchor a fundraising pitch.
→
Business model canvas and five use cases ready for stakeholder engagement→
Board-ready pitch deck developed→
Secured additional funding and consolidated operationReady to talk?
Tell us about your situation. If there's a fit, we'll tell you plainly. If there isn't, we'll tell you that too.
jbertoldi@insight4value.com · +34 682 517 585 · linkedin/juanbertoldi
Client Voice
What clients say
Unsolicited testimonials from senior leaders across multiple engagements.
Juan worked effectively with internal and external stakeholders — he was able to conceptualise the ideas presented by the regional network and the regional leadership in a clear, strategic and meaningful way. We were able to see the value added from Juan, and the final product was well accepted. It was developed in a collaborative way and because of that it has been an important step forward for our network in the region.
El trabajo de Juan ha sido de gran valor para la organización. Valoro mucho de Juan el método estratégico de trabajo, la escucha de todas las áreas implicadas en el diagnóstico y las recomendaciones basadas en evidencia del análisis pero también en la intuición estratégica y visión de futuro. La combinación de trabajo de análisis y de talleres prácticos con el Patronato y el equipo han llevado a un plan de acción con iniciativas estratégicas concretas. Recomiendo a Juan para labores de alto nivel estratégico, innovación y transformación en organizaciones de referencia del Tercer Sector.
Juan quickly grasped the complexity of working with an alliance of 20 diverse organisations based across all time zones. He listened carefully and valued the contributions of all involved — synthesizing this into a shared and agreed value proposition and a set of options for Integral's future.
Juan was instrumental to achieving our results. He helped clarify the objectives of the project, listened carefully to key staff and together made adjustments to the plan. This buy-in was critical to the success. As facilitator, Juan was able to bring all the pieces together in one piece — helping to see the interlinkages between them.
The framework is a key component in operationalizing UNICEF's strategy on engaging multi-stakeholder platforms. Juan's structured approach and thought leadership — combined with his ability to incorporate feedback and quickly adjust to evolving demands — was a key success factor.
Juan came into a complex and uncertain environment and was quick to grasp our situation and add insight and clarity about our challenges and opportunities. He is an engaging collaborator and a patient advisor, whose clear thinking and experienced facilitating helped us to better articulate our vision, synthesise our ideas and design a strategy that addressed our challenges.
Ready to talk?
Tell us about your situation. If there's a fit, we'll tell you plainly. If there isn't, we'll tell you that too.
jbertoldi@insight4value.com · +34 682 517 585 · linkedin/juanbertoldi
Assets & Resources
Proprietary tools
Built and refined through live engagements. Available to clients on request.
Writing on Strategy
Articles
Articles on strategy formulation, execution, and organisational change — written for practitioners in international development and beyond. Published on Substack.