OUR CLIENTS

You are

A nonprofit leader, executive director, social impact leader, board chair, board member, organization

Leaders

Nonprofit executive director, board member, business leader

You seek the tools and capacity to run your organization well

Organizations

501c federally exempt or state nonprofit

  • Size: Startup or very small (1-5 employees, <$500K budget); small (5-10 employees, <$3m budget); or medium (10-20 employees, $3-5m budget)

  • Reach: Local, regional/state-wide or national focus

  • History: Years of operation range from brand new, to established, to historic

You are experiencing and seeking solutions in

Leadership & Governance

    • Unclear or undefined roles and responsibilities for your board members

    • Confusion over your board-executive director relationship

    • A disengaged or disinterested board, or at least some board members who are disengaged or disinterested

    • An extremely engaged board or board member(s)

    • Infrequent (or nonexistent) reviews of your governance documents

    • Confusion about who is in charge of doing what, and by when and how and with whom

    • A culture change or significant leadership change

    • Leadership should espouse and be ambassadors of your core values, mission and vision

    • Clear roles, responsibilities and expectations of leadership

    • Establish and maintain a culture of transparency and accountability

    • Regularly review your governance structure to ensure effectiveness and equity

Strategic Planning & Programs

    • Uncertainty about your “why” or your value-add

    • A lack of clarity or cohesion around your mission

    • A lack of clarity or cohesion around your vision (or a complete lack of vision)

    • A lack of clarity or cohesion around your core values (or a complete lack of defined core values)

    • An blurring of the lines between passion and blind passion / uncertainty as to how to channel your passion

    • An outdated or irrelevant strategic plan

    • A lack of a strategic plan

    • Inconsistent, infrequent or nonexistent reports on the execution of your strategic plan

    • No annual reports produced for your donors and/or constituents

    • New threats or external challenges that might require a new vision and/or strategic plan

    • Fear or uncertainty about how to take advantage of impending opportunities

    • Define your goals, objectives and actionable steps

    • Establish a strategic vision with an effective tracking structure for reporting and accountability

    • Programs should function properly and remain current

    • Provide clarity in what your organization does, and does well

Organizational Development & Operations

    • Misdirection on leveraging your passion

    • Disconnect around how your organization is run, managed and/or led

    • Overall lack of alignment on how to become or remain a sustainable organization

    • Disorganization of internal files

    • A lack of a knowledge management system

    • Minimal or no structures or methods to capture and organize historical knowledge

    • Alignment on overall direction and strategy toward sustainability

    • Tools and best practices on how to effectively run, manage and lead your organization

    • Directed passion

    • Stay up to date and maintain transparency on annual reports and tax filings

    • Create and maintain a knowledge management system

    • Establish SOPs and job descriptions to ensure effective operations and an equitable working culture

    • Consider succession planning tools to ensure effective transitions