OUR SERVICES
Organizational Assessment & Planning
Whether you wish to assess the entire organization or a specific area, we utilize a systematic method to evaluate health, effectiveness and alignment with mission. Together we will pinpoint strengths and weaknesses and develop a plan and tracking system for improvement.
Types of planning may include:
Strategic Planning – A solid strategic plan provides a roadmap for organizational success. Beginning with external scans, mission/vision definition and SWOT analysis to developing tools to implement and evaluate the plan, we will facilitate the process so board and staff are well positioned to move forward with implementation.
Diversity, Equity & Inclusion (DEI) Practice Change Planning – To build a more equitable and inclusive workplace we partner with you to conduct a DEI assessment, establish goals and set up a system to evaluate success and ensure DEI becomes a foundational component of your organization.
Change Management Planning – Change has the ability to negatively or positively impact organizations. We can help assess change readiness, develop stakeholder-specific strategies and communications, provide training/coaching for leaders and develop tools to effectively track progress and guide future decision-making.
Succession Planning – Smooth leadership transitions are key to maintaining organizational stability and stakeholder trust. We can help your organization assess leadership needs, determine which positions to include in succession planning and develop a strategy to build your leadership pipeline while also transferring institutional knowledge. In addition to creating the plan, we can help train leaders on how to keep it updated and utilize as a living document for the organization.
Leadership Training & Retreats
Leadership Training – Ongoing leadership training is critical for high performing organizations. We can customize group training or individualized coaching/mentoring to meet your needs. Popular training topics include communication, public speaking/media management, relationship building, effective meetings, employee motivation, problem solving, decision-making, time management, conflict resolution, strategic thinking, change management, project planning and effective supervision.
Board and Staff Retreats – Retreats provide dedicated time and space for board or staff to focus on roles clarification, strategic planning, relationship-building, strengthening communications and leadership development. We provide retreat planning and facilitation as well as a written guide highlighting key takeaways/actionable steps. Retreats are customized with attention to promoting collaboration and engagement, providing a framework to work through difficult topics and facilitating decision-making.
Interim Executive Placements
While chief-level transitions are a test for organizations, these changes can be a catalyst for positive transformation. Interim Executives help bridge the leadership gap providing stability and offering the opportunity for a thorough and strategic search for the next leader. They offer a fresh perspective, expertise and opportunities for strategic assessment and practice change.
We offer certified interim executive placements for President/CEO, Advancement and Strategy chief positions. Typically these placements last four to six months but can last longer or be combined with other services. Interim services are typically provided through a combination of virtual and in person support based on the unique needs of the organization.
Project Support
Project Management – Often nonprofits have the need for extra support managing specific projects so leaders can stay focused on other priorities. We offer project management including scoping/identification of deliverables, scheduling, budgeting, stakeholder engagement, risk assessment, quality assurance, execution, monitoring and continuous improvement planning.
Writing and Content Creation – Nonprofit staff often don’t have ample time to actively create content demonstrating their thought leadership. We can assist with ghost writing case studies, white papers, business plans, speeches, editorials, website content or other documents.
Policy and Procedure Development - Updated policies and procedures are critical to ensure alignment with current laws and best practices and to promote safe and effective operations. We can assist with researching, writing and updating policies and procedures.
Grant Research and Writing – Grants are an important revenue stream for many nonprofits but researching and writing can be extremely time intensive. We can assist with researching and writing government as well as foundation grant applications.
Fundraising Support – Nonprofits often need an extra set of hands to support fundraising. We can assist with fundraising/development plans, capital campaigns, special event management and training/back-office support in cultivating, stewarding and soliciting donors.