Where Mission
Meets Metrics
Expert guidance designed to build lasting organizational capacity — so you can thrive long after our engagement ends.
We Don’t Create Dependency.
We Create Sustainability.
The goal of every engagement is to strengthen your organization’s internal capacity so you can stand on your own feet, work effectively within your resources, and achieve sustainable growth.
We transfer knowledge, build systems, and develop your team’s skills — ensuring that when our engagement ends, your organization is stronger, more confident, and better equipped to thrive independently.
All processes and tools are documented so your team can replicate them independently.
Staff and board members learn alongside you — not just receive deliverables.
Our goal is infrastructure you can manage internally.
Final phases focus on smooth handoff and organizational readiness.
Find the Right Package for Your Organization
Each package can stand alone or be combined for comprehensive organizational transformation.
Strategic Planning Essentials
Ideal for: Emerging nonprofits, organizations without a current strategic plan, or those seeking to refresh their direction.
- Organizational readiness assessment
- Stakeholder engagement and facilitation training
- Environmental scan and competitive analysis
- 3-year strategic plan development
- Implementation roadmap with accountability structures
- Board and staff training on plan execution
- 3 monthly implementation check-in calls
- Written strategic plan document
- Implementation timeline and accountability framework
- Board presentation materials
- Strategic monitoring tools
- Staff and board implementation guide
Strategic Planning Growth
Ideal for: Growing organizations, those preparing for expansion, or experiencing significant change.
- Comprehensive organizational assessment
- Multi-stakeholder strategic planning process
- Theory of change and logic model development
- 5-year strategic plan with annual operational plans
- Performance measurement framework and dashboard
- Quarterly strategic review sessions (6 months)
- Comprehensive strategic plan with financial projections
- Organizational capacity assessment report
- Theory of change and logic model
- Performance metrics dashboard
- Board and staff training on plan implementation
Strategic Planning Transformation
Ideal for: Organizations in leadership transition, mergers, significant mission evolution, or major operational changes.
- Organizational diagnostic and culture assessment
- Change readiness evaluation
- Strategic planning with transition focus
- Stakeholder communication strategy
- Change management plan and implementation support
- Executive coaching for leadership team (3 months)
- Board governance review and recommendations
- Monthly strategic consulting (6 months)
- Strategic plan with change management roadmap
- Organizational restructuring recommendations
- Stakeholder communication templates
- Executive transition support materials
- Updated governance documents (if needed)
Fundraising Foundation
Ideal for: Organizations with limited development capacity, new development staff, or those seeking to formalize fundraising operations.
- Fundraising audit and gap analysis
- Case for support development
- Donor segmentation and database review with staff training
- Annual giving program design with implementation playbook
- Donor stewardship calendar and templates
- Grant prospecting and calendar development
- 3 monthly implementation coaching calls
- Case for support (multiple versions)
- Annual fundraising plan with revenue goals
- Donor stewardship plan and calendar
- Grant prospect list and submission calendar
- Fundraising toolkit (templates, talking points, FAQs)
Fundraising Acceleration
Ideal for: Organizations ready to invest in major gifts, launching campaigns, or seeking significant revenue growth.
- Complete fundraising strategy across all channels
- Major gifts program design and implementation
- Prospect research and qualification process
- Moves management system development
- Solicitation strategy and materials
- Board fundraising training and engagement plan
- 6 months of bi-weekly coaching and strategy calls
- Comprehensive fundraising strategy with 3-year projections
- Major gifts program manual and tools
- Donor cultivation and solicitation materials
- Board fundraising toolkit and training
- Monthly progress dashboards
Fundraising Campaign
Ideal for: Organizations planning significant capital or comprehensive campaigns.
- Campaign feasibility study or readiness assessment
- Campaign strategy and structure development
- Case for support and campaign materials
- Leadership gift and major donor strategy
- Campaign organizational structure and volunteer management
- Board and volunteer training
- Monthly campaign management support
- Campaign feasibility study or readiness report
- Complete campaign plan with timeline and gift table
- Campaign case statement and all supporting materials
- Campaign dashboard and tracking tools
- Monthly campaign progress reports
Leadership Foundations
Ideal for: New executive directors, leaders new to the nonprofit sector, or executives seeking to strengthen core competencies.
- Leadership assessment and 360-degree feedback
- Bi-weekly 90-minute coaching sessions (12 sessions)
- Personalized leadership development plan
- Strategic thinking and decision-making frameworks
- Communication and stakeholder management skills
- Leadership toolkit development
- Email support between sessions
- Leadership assessment report
- Personal leadership development plan
- Strategic frameworks and tools library
- Progress tracking and reflection journal
- Personal accountability system for continued growth
Executive Excellence
Ideal for: Seasoned executives navigating complex challenges, leading organizational growth, or preparing for next-level impact.
- Comprehensive leadership and organizational assessment
- Bi-weekly 90-minute coaching sessions (12 months)
- Strategic planning and execution support
- Board relations and governance coaching
- Organizational culture and team development
- Change management and innovation leadership
- Quarterly board retreat facilitation
- 24/7 email support for urgent matters
- Executive leadership assessment
- 12-month leadership development roadmap
- Organizational effectiveness recommendations
- Board development plan
- Quarterly progress reports
Leadership Transition Support
Ideal for: Newly appointed executive directors, interim leaders, or organizations preparing for leadership succession.
- 90-day transition plan development
- Bi-weekly coaching sessions
- Stakeholder mapping and relationship-building strategy
- Board relations and communication coaching
- Staff team assessment and engagement
- Organizational culture assessment
- Monthly board liaison support
- 90-day transition plan
- Stakeholder engagement roadmap
- Communication templates and frameworks
- Team assessment and development recommendations
- First-year strategic priorities
Executive Team Development
Ideal for: Organizations with leadership team challenges, preparing for growth, or seeking to improve executive collaboration.
- Team assessment and dynamics evaluation
- Monthly half-day team coaching sessions
- Strategic alignment and goal-setting
- Communication and collaboration protocols
- Decision-making and conflict resolution frameworks
- Individual coaching for team lead (bi-weekly)
- Team retreat facilitation (2 sessions)
- Team assessment report
- Team development plan
- Communication and collaboration agreements
- Strategic alignment framework
- Performance accountability tools
Brand Foundations
Ideal for: New organizations, rebranding initiatives, or organizations seeking to clarify their identity and messaging.
- Brand audit and competitive positioning analysis
- Mission, vision, and values articulation workshop
- Brand messaging framework development
- Key audience identification and persona development
- Messaging hierarchy and talking points
- Style guide and brand standards
- Staff and board brand training session
- Brand positioning statement
- Messaging framework document
- Audience personas and segmentation
- Master talking points and key messages
- Brand style guide
Integrated Communications
Ideal for: Organizations launching initiatives, seeking to increase visibility, or expanding their reach.
- Communications audit and gap analysis
- Integrated communications strategy
- Content strategy and 6-month editorial calendar
- Social media strategy and content planning with training
- Email marketing campaign development
- Website content strategy and recommendations
- Media relations plan and press materials
- Bi-weekly implementation support calls (6 months)
- Comprehensive communications strategy
- 6-month editorial calendar with planning template
- Social media playbook and content templates
- Email marketing campaign series
- Media kit and press materials
- Impact story collection and storytelling guide
Campaign Launch
Ideal for: Capital campaigns, advocacy initiatives, program launches, or awareness campaigns.
- Campaign communications strategy and plan
- Campaign messaging and narrative development
- Multi-channel campaign creative brief
- Social media campaign plan and content calendar
- Email nurture campaign series
- Donor/supporter journey mapping
- Media strategy and outreach plan
- Monthly campaign communications management
- Complete campaign communications plan
- Campaign messaging guide and talking points
- Social media content calendar
- Email campaign series (8–12 emails)
- Campaign metrics dashboard
Digital Presence Transformation
Ideal for: Organizations seeking to strengthen digital presence, reach new audiences, or modernize communications.
- Digital ecosystem audit and strategy
- Website content strategy and information architecture
- SEO and content optimization plan
- 12-month content marketing strategy
- Social media strategy with platform-specific plans
- Email marketing automation and segmentation
- Analytics framework and reporting dashboards
- Quarterly performance reviews
- Digital transformation roadmap
- Complete website content strategy
- 12-month content marketing calendar
- Social media playbooks for each platform
- Analytics and reporting framework
Save More with Bundled Packages
Combine packages for comprehensive organizational transformation at a discounted investment.
Strategic Alignment
Strategic Planning Essentials + Fundraising Foundation
Leadership & Strategy
Executive Coaching + Strategic Planning Essentials
Comprehensive Growth
Strategic Planning Growth + Fundraising Acceleration + Integrated Communications
Campaign Readiness
Fundraising Campaign (12 months) + Campaign Launch (12 months)
Enhance Any Package
These services can be added to any package or purchased independently.
Workshops & Training
Assessments & Audits
Strategic Support
Flexible Payment Options
Full Payment
5% discount when paid in full at contract signing
Milestone Payments
Payments tied to project phases (typically 3–4 milestones)
Monthly Installments
Equal monthly payments over the project duration
Deposit + Balance
50% deposit, 50% upon completion (projects under 4 months)
Let’s Find the Right Package
for Your Organization
Schedule an introductory conversation to discuss your needs and identify the package that best supports your mission and goals.