For organizations that know something isn’t working—but need clarity on where and how to fix it.

What We Do

We conduct a comprehensive assessment of your organization’s systems, structure, and operations to identify gaps, inefficiencies, and risks—then deliver a clear, prioritized roadmap to strengthen alignment, improve performance, and support sustainable growth.

What’s Included

• Assessment of core organizational functions, including operations, programs, governance, and financial structure
• Review of existing processes, workflows, and internal systems for effectiveness and consistency
• Identification of inefficiencies, duplication, risk exposure, and underutilized resources
• Evaluation of alignment between strategy, operations, and revenue or funding goals
• Analysis of readiness to meet stakeholder, investor, or funder expectations
• Delivery of a prioritized set of recommendations with clear, actionable next steps
• Optional guidance to support implementation and track progress over time

Key Outcomes

• Clear understanding of organizational strengths, gaps, and risks
• Prioritized roadmap for operational and strategic improvements
• Improved alignment between strategy, structure, and execution
• Stronger positioning for growth, funding, or investment
• Internal clarity to support more effective decision-making

For organizations needing financial clarity and stronger funder reporting.

What We Do

We restructure your financial framework—including a chart of accounts and reporting structure—to align with programs, improve transparency, and support strategic decision-making.

What’s Included

• Review of current financial structure, chart of accounts, and reporting practices
• Redesign of chart of accounts aligned to programs and funding streams
• Review your Form 990 in order to better communicate your financial story to funders and key stakeholders
• Development of program-based budgeting framework
• Guidance on tracking restricted vs. unrestricted funds
• Recommendations to strengthen financial processes and oversight

Key Outcomes

• Program-aligned chart of accounts
• Clear financial reporting structure
• Improved grant compliance and reporting
• Stronger financial decision-making tools

For organizations developing new programs—or strengthening existing ones—to ensure they are fundable, scalable, and results-driven.

What We Do

We help you translate ideas into structured, funder-ready programs supported by clear logic models and practical evaluation systems that demonstrate impact and support continuous improvement.

What’s Included

• Program concept refinement and structuring
• Development of logic models (inputs, activities, outcomes)
• Creation of evaluation frameworks and success metrics
• Design of data collection tools and reporting processes
• Guidance on aligning program design with funding opportunities

Key Outcomes

• Clearly defined, fundable program model
• Logic model aligned to measurable outcomes
• Evaluation system that demonstrates impact
• Data tools to support reporting, learning, and growth

 For organizations looking to diversify revenue and engage their board in fundraising.

What We Do

We develop a comprehensive fundraising strategy, supporting materials, and a clear engagement framework that empowers your board and leadership to actively support revenue growth.

What’s Included

• Assessment of current fundraising efforts, materials, and revenue mix
• Development of a diversified fundraising strategy aligned to capacity and goals
• Creation of a donor engagement toolkit
• Development of a fundraising calendar and campaign structure
• Board training on fundraising roles, expectations, and engagement strategies
• Guidance on donor cultivation, stewardship, and communication practices
• Analysis and content recommendations for charity rating website profiles (e.g. Charity Navigator, Candid/Guidestar, etc.)

Key Outcomes

• Diversified fundraising strategy
• Donor engagement toolkit
• Board training and activation plan
• Clear fundraising calendar and messaging

For organizations ready to compete more effectively for grant funding.

What We Do

We evaluate how prepared your organization is to pursue competitive grant funding, develop a targeted 12-month pipeline of aligned opportunities, and equip your team with the skills and tools needed to write and manage grants with confidence.

What’s Included

• Comprehensive review of governance, programs, financials, and data to determine your organization’s readiness to submit competitive grant applications
• Identification and vetting of aligned funding opportunities, resulting in a prioritized 12-month grant pipeline
• Creation of a structured grant calendar with key deadlines, timelines, and tracking tools to support consistent submissions
• Recommendations to strengthen program alignment and positioning relative to funder priorities
• Interactive training for staff and board members focused on grant strategy, writing, and application best practices (4 hours)

Key Outcomes

• Clear understanding of grant readiness and areas for improvement
• Prioritized 12-month funding pipeline
• Structured grant calendar and tracking system
• Strengthened positioning for funder alignment
• Internal capacity to write and manage grants independently

What We Do

What’s Included

• Individual communication and leadership-style assessment for each participant
• Personalized participant profile reports and interpretive insights
• Practical tools and guided resources for navigating difficult conversations and workplace tension
• Interactive team training for leadership, staff, and board members (4-hour intensive)
• Facilitated coaching focused on communication dynamics, leadership navigation, and decision-making under pressure

Key Outcomes

• Greater clarity around individual and team leadership dynamics
• More effective communication across departments and leadership levels
• Practical frameworks for navigating conflict and high-pressure conversations
• Stronger decision-making, collaboration, and executive presence under stress
• Improved organizational alignment and communication effectiveness

For organizations seeking clarity, alignment, and a practical roadmap for the next phase of growth.

What We Do

We guide your leadership and key stakeholders through a structured strategic planning process that defines priorities, aligns your team, and translates vision into an actionable, measurable plan.

What’s Included

• Stakeholder input and organizational assessment
• Facilitated strategic planning sessions
• Defined mission alignment, priorities, and goals
• Development of measurable objectives and key milestones
• Implementation framework with accountability tools

Key Outcomes

• Clear, aligned strategic direction
• Actionable multi-year roadmap
• Defined goals tied to measurable impact
• Tools to track progress and adjust over time