Create a clear path, engage board members, and deepen ties with your community.
A clear and inspiring plan can transform your organization’s future. Our strategic planning services help nonprofit leaders and boards align around vision, set meaningful goals, and chart a realistic path forward. Through a collaborative process designed for engagement and ownership, we help you turn big ideas into focused action—so your team can make the greatest possible impact.
Planning sessions are customized based on the needs and budget of each organization. Pricing varies based on components included.
Come away with a clear plan for your organization
- A clear direction and plan for your organization
- A public facing document to help tell your story
- An implementation grid to help keep everyone on-track and moving forward
- A closer leadership team
- A more engaged and energized Board of Directors
- Organizational evaluation and assessment
- Community and stakeholder survey
- Half-day, full-day, multi-day planning sessions
- Community feedback session
- Board and/or community findings presentation
- Quarterly check-ins
- Annual plan update
Call, email, or set up a Discovery Call to learn more and discuss your unique situation.
Every organization needs a team of superheroes dedicated to advancing the work and the cause. The problem is that these big hearted, passionate volunteers often do not know how to effectively govern an agency. Or, the leadership staff have never been trained on how to navigate the nuances of leading governance volunteers.
- Board evaluation
- Identify gaps and sources for board members
- Develop recruiting process
- Establish board expectations
- Create talking points for board recruitment
- Implement board meeting best practices
- Education on:
- Fundamentals of Board Leadership
- Board Recruitment and Retention
- Friend-raising
- Creating an annual campaign
- Storytelling
- Recruiting
- Coaching and Leading Others
- How to be a Board of Superheroes
3 to 5 hours/month of contact in the form of Executive Coaching, Leadership Interviews, and Board Training, Facilitating, and Engagement.
Call, email, or set up a Discovery Call to discuss the challenges you are experiencing with your Board of Directors.
Full Evaluation of Current Board of Directors’
Health, Effectiveness and Efficiency
- The Executive/Board Chair relationship
- Executive Director’s board leadership skills and knowledge
- Board President’s understanding of board leadership
- Established management tools
- Communication systems
- Official or implied board expectations
- Board’s effectiveness in carrying out their responsibilities
- Whether or not the board is fulfilling their duties
Interviews with leadership, review of documents, observation of board meeting, and more. Agency receives written evaluation including recommendations.
Call, email, or set up a Discovery Call to schedule an evaluation for your governance board.
Nonprofit leadership is demanding, complex, and often isolating—but you do not have to navigate it alone!
Our nonprofit leader coaching is designed specifically for mission-driven executives and senior staff who want to lead with confidence, clarity, and purpose while delivering real results for their organizations.
Through personalized, results-focused coaching, we help nonprofit leaders cut through overwhelm, strengthen decision-making, improve board and team relationships, and lead through growth and change with greater ease. This is not generic leadership coaching. It is grounded in the real-world pressures of nonprofit work—fundraising expectations, limited resources, high-stakes accountability, and the constant pull between mission and sustainability.
Clients leave coaching feeling more focused, more resilient, and better equipped to lead strategically instead of reactively. When nonprofit leaders are supported, organizations become healthier, teams perform better, and impact deepens. Coaching is an investment not just in you as a leader, but in the long-term success of your mission.
Call, email, or set up a Discovery Call to learn how coaching can work for you!
“If you don’t know where you’re going, you might not get there.” ~ Yogi Berra
Every team, organization or business reaches a point where they need to step back and evaluate where they are and where they want to intentionally go. This ensures that they are moving in the right direction and focused on desired outcomes.
- Board or Staff Retreats
- Operational Planning
- Strategic Planning
- Volunteer and Staff Training and Development
- Cyclical Planning = year round guidance and tracking of goals to keep the organization moving in the right direction
Outsourced Management of Board of Directors
Not every organization has staff. Yet, there is so much that needs to be done to keep the organization operating and thriving! This service supports the work of the Board and the operations of the organization.
- Board meeting planning, agenda creation, packet preparation & distribution
- Manage board communication
- Maintain accurate volunteer database
- Support committee chairs
- Track RSVPs, attendance, activities, hours, training, and recognition
- Set-up and manage logistics for meetings and events (virtual or in-person)
- Attend and document meetings, manage minutes & official documents
- Newsletters
Call, email, or set up a Discovery Call to learn more about finding support in leading your governance volunteers.
One thing that all nonprofits have in common is that they all need people to deliver their mission. Caring individuals with a passion for the cause are the backbone of any organization. Effectively deploying, leading, managing, and holding those people accountable is key to running a quality agency. We coach on structure, supervisory skills, and leadership.
Call, email, or set up a Discovery Call to discuss your team development needs.