THE ROZ GROUP

What THE ROZ GROUP does

THE ROZ GROUP (The ROZ Group Inc.) is a privately held strategic planning and marketing communications consultancy headquartered at 1700 Sansom Street in Philadelphia, Pennsylvania, founded by Rosalyn J. McPherson. The firm provides professional services to corporate, non-profit, and government clients across education, cultural arts, healthcare, science, history, and tourism & hospitality sectors. Its core offerings include development and implementation of strategic marketing and public relations plans, creative project management for museum exhibitions and historic sites, diversity, equity, and inclusion assessments (including implicit bias scans), educational product development, stakeholder engagement facilitation (charrettes, think tanks, public meetings), fundraising support, market research, and custom publishing. Notable past engagements include Owner's Representative work on the President's House memorial (completed 2011, attracting 300,000+ visitors in three months), strategic communications for the $786 million Pennsylvania Convention Center expansion, and an implicit bias scan for the Greater Philadelphia Cultural Alliance that became a template for subsequent DEI work.

The firm operates an asset-light, relationship-driven delivery model: it assembles cross-functional project teams (writers, editors, graphic designers, exhibit developers, PR specialists, fund-raising specialists) and multi-disciplinary advisory boards drawn from a national database of contacts built over more than 30 years. Its sub-brand ROZ DeZign develops proprietary exhibition and educational products, including the 'Face to Face' traveling exhibit that tours major science museums. The go-to-market is sales-led, relying on referrals, professional networks, content marketing via the ZNotes blog, case studies, and earned media coverage, with direct engagement through a website form, email, and phone. Pricing is quote-based project work with no publicly disclosed rates. The firm has no subsidiaries, no disclosed external funding, no parent company, and no public-facing technology platform or API, and remains founder-owned with Rosalyn J. McPherson as President and CEO.

Name

THE ROZ GROUP

Legal name

The ROZ Group Inc.

Website

https://therozgroup.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

The ROZ Group is a Philadelphia-based strategic planning and marketing communications consultancy serving corporate, non-profit, and government clients across cultural arts, museums, education, healthcare, and tourism with services spanning strategic marketing, creative project management, DEI assessments, and exhibition development.

Ownership category

akta.pro rank

Product category

Strategic Communications Consulting

NAICS

Management Consulting Services (54161), Marketing Consulting Services (541613), Advertising Agencies (541810), Marketing Research and Public Opinion Polling (54191), Graphic Design Services (541430)

SIC

Services-Management Consulting Services (8742), Services-Advertising (7310), Services-Management Services (8741)

akta.pro primary industry

Strategy & Corporate Development Consulting (BPAHACAA)

akta.pro secondary industries

Sustainability & ESG Consulting (BPAHACAK), B2B / Account-Based Marketing (ABM) Strategy Consulting (MPAAAFAM)

Keywords

• Strategic planning consulting
• Marketing communications services
• Diversity inclusion assessment
• Museum exhibition development
• Community engagement facilitation

Headquarters

HQ city

Philadelphia

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Strategic Planning and Marketing Communications Consulting: The firm provides strategic planning, marketing communications, and project management services to corporate, non-profit, and government clients. Services include development and implementation of strategic marketing and public relations plans, diversity and inclusion assessments, educational product development, facilitation, charrettes, think tanks, brainstorming sessions, public meetings, fundraising support, market research, custom publishing, and creation of inter-organizational partnerships.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

The ROZ Group is a strategic planning and marketing communications firm that provides consulting, creative project management, and community engagement services to corporate, non-profit, and government clients. Its work spans strategic marketing and public relations plans, museum and historic-site project management, diversity and inclusion assessments, educational product development, stakeholder facilitation, fundraising support, market research, and custom publishing. The firm also operates an in-house product development sub-brand, ROZ DeZign, which originates creative concepts such as the Face to Face traveling exhibit.

Product overview

The ROZ GROUP is a strategic planning and marketing communications firm offering a portfolio of professional services rather than a unified software product. The core offerings include strategic marketing and public relations planning, creative project management (museum exhibitions, historic sites, multimedia educational programs), diversity and inclusion assessments, educational product development, stakeholder engagement facilitation, fundraising support, market research, and custom publishing services. The proprietary ROZ DeZign sub-brand develops exhibition and educational products including the Face to Face traveling exhibit. These services work together as an integrated consulting offering, with ROZ DeZign representing internally-developed creative concepts that extend beyond client project work to include public works and art experiences.

Differentiator

Problem solved

Functional benefit

Brands

• Roz DeZign: Proprietary exhibition and educational product development group that creates creative concepts aligned with the company's mission of connecting the past, present, and future. Developed products include Face to Face traveling exhibit concept.

Products and services

• Strategic Marketing and Public Relations Services Development and implementation of strategic marketing and public relations plans for corporate, non-profit, and government organizations that need to communicate effectively with key audiences and stakeholders.
• Creative Project Management Management of creative projects, especially museum exhibitions, historic sites, and multimedia educational programs, ensuring they are delivered on time and on budget.
• Diversity and Inclusion Assessments Multi-dimensional diversity, equity, inclusion, and access assessments including implicit bias scans, stakeholder interviews, surveys, think tanks, and roundtable discussions to evaluate organizational practices.
• Educational Product Development Development of educational products, programs, and curricula that make complex subjects accessible to broad public audiences.
• Stakeholder Engagement and Facilitation Services Facilitation of stakeholder input meetings, charrettes, think tanks, brainstorming sessions, and public meetings for community engagement projects.
• Fundraising Support Services Support services for fundraising initiatives, including donor cultivation strategies and campaign management for non-profit and cultural clients.
• Market Research Market research services that inform strategic planning and marketing communications decisions for clients across sectors.
• Custom Publishing and Editorial Services Custom publishing and editorial services for marketing communications and educational materials, including multicultural visitor guides and visitor publications.
• Partnership Development Creation of inter-organizational partnerships and strategic alliances that connect corporate, non-profit, and government entities to support client objectives.
• ROZ DeZign Proprietary exhibition and educational product development sub-brand that creates public works, art experiences, and educational content aligned with the firm's mission of connecting the past, present, and future.
• Face to Face Traveling Exhibit A traveling exhibit concept featured under the ROZ DeZign sub-brand that explores the FACE as a prized personal possession, cultural differences in beauty, self-esteem, and medical conditions and procedures of the face including transplants, designed for major science museums to teach cultural appreciation and awareness.

Quantifiable outcome

• The President's House site attracted more than 300,000 visitors in a three-month period during archeological dig
• +1 more outcomes

Named customers16 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

21 partnerships are on record, tiered core and minor.

• Greater Philadelphia Cultural AlliancecoreStrategic or Co-development Partner · 1 January 2018The ROZ Group conducted an implicit bias scan for GPCA in 2018, performing dozens of interviews, surveys, and roundtable discussions with staff, members, non-members, and DEI professionals. The 48-page report revealed findings about diversity and inclusion within the organization. The work has served as a model for other organizations around the country.
• Pennsylvania Historical & Museum CommissioncoreStrategic or Co-development PartnerThe ROZ Group worked with PHMC's 21st Century Task Force to develop diversity, equity, inclusion, and access policies, recommend practices to support a more inclusive agency, and implement those recommendations.
• Pennsylvania Horticultural SocietycoreStrategic or Co-development PartnerThe ROZ Group assesses diversity and inclusion within PHS and implements long-term recommendations and training. Additionally, provided community engagement services for the 8th and Diamond playground enhancement project in Philadelphia.
• Natural Lands TrustcoreStrategic or Co-development PartnerThe ROZ Group conducted a multi-dimensional assessment with respect to diversity, equity and inclusion and continues to work with the organization to structure a strategic diversity engagement strategy.
• Pennsylvania Convention Center AuthoritycoreStrategic or Co-development PartnerThe ROZ Group provided all strategic communications for the $786 million construction project during its 5-year process. Additionally oversaw rebranding with new logo mark and repositioning the center 'in the heart of it all,' and managed the process of selecting an event-planning firm for the opening celebration.
• Apollo Theater FoundationminorStrategic or Co-development PartnerThe ROZ Group developed educational materials for secondary school students that enhance the Apollo Tour Experience by connecting it to educational curriculum and highlighting Harlem as an important community in American history. Provided strategic marketing assessment of the tour program.
• S.S. United States ConservancyminorStrategic or Co-development PartnerThe ROZ Group in partnership with Eisterhold and Associates provided strategic planning support to the conceptualization of a museum experience on board the ship. Roz McPherson also serves on the Advisory Board for the Conservancy.
• Lincoln Financial GroupminorStrategic or Co-development PartnerThe ROZ Group developed strategic imperatives for museums and cultural arts institutions in communities throughout the country where Lincoln Financial does business. Provided strategic support and project management for deaccessioning President Abraham Lincoln's documents, books, and objects as part of the corporation's approach to social responsibility through the arts.
• Philadelphia Convention & Visitors BureauminorStrategic or Co-development PartnerPartnering with the Multicultural Affairs Congress (MAC) and Weaver Multimedia Group, The ROZ Group provided editorial development for 'Share the Heritage,' MAC's Multicultural Visitor's Guide for Philadelphia.
• USA 250coreStrategic or Co-development PartnerThe ROZ Group provides strategic support services for USA 250's celebration of the 250th anniversary of American Independence. Also working with Pennsylvania Horticultural Society on Pathways of the Patriots tree planting project made possible by a donation from Daughters of the American Revolution.
• Nature ConservancycoreStrategic or Co-development PartnerIn 2018, The ROZ Group was retained by TNC to build a traveling exhibit tool about water stewardship. The exhibit incorporates voices of residents in partnership with TNC's goals for water conservation and testing.
• Please Touch MuseumminorStrategic or Co-development PartnerThe ROZ Group provided outreach support for the 'America to Zanzibar: Muslim Cultures Near and Far' exhibition, working with an advisory committee of influential Muslims to inform the exhibition and ensure sensitive cultural representation.
• Cheyney University of PennsylvaniacoreStrategic or Co-development PartnerThe ROZ Group was retained in 2018 to help Cheyney University strengthen its visibility and market share and support university-wide efforts around fund development, marketing and communications, and key relationship-building.
• City of Philadelphia / National Park ServicecoreStrategic or Co-development PartnerThe ROZ Group acted as Owner's Representative for the City of Philadelphia, managing the President's House memorial project from conception through completion in 2011, participating in content development, exhibition development, public engagement, public relations, and curriculum development.
• Historic Mount Moriah CemeteryminorStrategic or Co-development PartnerThe ROZ Group handled public engagement for Historic Mount Moriah Cemetery, joining a collaborative team of consultants including Bryan Landscape Architects and KSK Architects in efforts led by Fairmount Ventures to address the future of the cemetery.
• Fairmount VenturesminorImplementation/ SI/ Consulting PartnerLed the collaborative team working on Historic Mount Moriah Cemetery's future, with The ROZ Group handling public engagement aspects.
• Eisterhold and AssociatesminorImplementation/ SI/ Consulting PartnerPartnership with Eisterhold and Associates for strategic planning support and conceptualization of museum experience on board the SS United States.
• Bryan Landscape ArchitectsminorImplementation/ SI/ Consulting PartnerPart of collaborative team of consultants for Historic Mount Moriah Cemetery planning and renovation.
• KSK ArchitectsminorImplementation/ SI/ Consulting PartnerPart of collaborative team of consultants for Historic Mount Moriah Cemetery planning and renovation.
• Daughters of the American RevolutionminorGTM or Marketing PartnerProvided generous donation to USA 250 for the Pathways of the Patriots tree planting project, demonstrating collaborative partnering.
• The Mann Center for Performing ArtscoreStrategic or Co-development PartnerThe ROZ Group was contracted to lead a long-term project to deepen and advance the Mann Center's commitment to diversity and inclusion, including prospecting for new board members and helping ensure board, staff, and programs are representative of the public it serves.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Campbell & Company: National consulting firm serving nonprofits with fundraising, campaign, and strategic planning services — directly comparable to The ROZ Group's fundraising support and nonprofit strategic planning offerings.
• La Piana Consulting: National nonprofit and philanthropic consulting firm specializing in strategic planning, organizational development, and mergers for nonprofits — overlapping with The ROZ Group's nonprofit capacity-building and strategic planning work.
• Big Duck: Communications and branding agency exclusively serving nonprofits, with services in marketing strategy, campaigns, and rebranding — directly comparable to The ROZ Group's nonprofit marketing communications and custom publishing offerings.
• Lord Cultural Resources: Global cultural-sector consulting firm providing strategic planning, museum master planning, and audience development for museums, cultural institutions, and foundations — closely mirroring The ROZ Group's cultural arts and museum exhibit practice.
• Haley Sharpe Design: Museum and exhibition design firm delivering interpretive planning, exhibit design, and cultural heritage projects — overlapping with The ROZ Group's ROZ DeZign exhibition development and educational product work.
• Fairmount Ventures: Philadelphia-based nonprofit and civic-sector consulting firm offering strategic planning, fundraising, and project management to nonprofits, government, and foundations. Already works alongside The ROZ Group on Mount Moriah Cemetery and competes directly for similar Philadelphia civic engagements.
• Cook Ross: DEI consulting firm offering organizational assessments, implicit bias scans, and inclusion training — a direct competitor to The ROZ Group's DEI assessment and implicit bias scan practice that scaled out of the GPCA engagement.
• Eisterhold and Associates: Museum and interpretive planning consultancy that partners with The ROZ Group on the SS United States museum concept — a directly comparable peer in exhibit conceptualization and cultural-heritage planning.

Broad incumbents

• Bridgespan Group: Large nonprofit and philanthropy strategy consulting firm offering strategic planning, capacity building, and organizational development — a broader incumbent that competes for the same nonprofit strategic planning RFPs.

Emerging players

• The Ivy Planning Group: Specialized DEI consulting firm focused on equity audits and inclusion strategy for nonprofits and foundations — an emerging competitor in the same implicit-bias/DEI assessment niche The ROZ Group has cultivated.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/therozgroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about THE ROZ GROUP