Strategic and Business        Planning

Are you ready to partner, so we can...

  • ...talk to your clients in new ways, to be more responsive to their needs, and listen with an open mind about their experiences before, during, and after your program?

  • ...test or confirm the capacity and interest of key donors in continuing to partner with you, and to understand why and how?

  • ...explore and adapt to the changing environment in which you do your work?

  • ...give you and your colleagues permission to stop doing things out of habit or tradition, but to be more intentional and focused?

  • ... let go...  allow your organization's founders and long-term leaders an appreciation for, and awareness of, how the venture now has a life of its own and, sometimes... to allow them to "get off the bus"?

  • ...help your organization come together by clearly defining a common purpose, developing a shared language around success, exploring bold new ideas, making critical strategic decisions, and setting forth a plan with clear expectations for management, staff, and Board?

 

Financial Modeling and Earned Income

Do you need tools and support to understand...

  • ... what are your goals for an earned revenue strategy, both in terms of financial and community impact, and what is the balance between the two?

  • ... what are some market opportunities which your organization is well-positioned to fill?

  • ... which specific opportunities or strategies should you pursue over the next 2-3 years to increase impact and organizational sustainability?

  • ... what is the nature and size of the human and financial investment needed to pilot this earned revenue strategy -- and the expected return?

  • ...what risks or challenges are associated with each strategy?

Performance Management and Dashboards

Do you...

  • ...want to shift away from a "compliance" to a learning mindset?

  • ... want to work with someone who believes that third party evaluation is of limited use in the social sector, and instead will help you focus on how to design internal tools and systems to regularly monitor your own organizational performance?

  • ... need to shift time and energy away tracking and collecting data that doesn't matter and you don't use towards "just enough" data that can help you to significantly improve the impact and efficiency of your programs?

  • ... want help designing compelling, visual representations of your outcome data so that you can proactively communicate your intended outcomes -- instead of letting donors define your outcomes for you?