Strategic advising services to optimize every part of your organization.
Introductory call - In a 30-minute introductory call, we will talk about where you want to take your organization and what is holding you back. You’ll receive plenty of free insight and a new friend in the non-profit world. We’ll only move forward if we both think it makes sense for us to work together.
Proposal - If you’d like to know what working together would cost and what we would accomplish together, I’ll provide you with a 1-page proposal that will outline how we could grow your organization, your leadership, team, revenue, and impact, including costs, deliverables, and timelines.
Engagement - Once we land on a proposal that looks good to everyone, we’ll get to work delivering above and beyond what we promised, removing the barriers holding you and your organization back.
What We Do
Board Development
Empower your board with tools to clarify roles and build engagement.
Advising and Coaching
One-on-one sessions to guide you through hurdles and lead you through a leadership development plan custom-tailored for you.
Fractional Leadership
Provide interim leadership in areas you need an ally, innovator, or culture creator.
Training and Workshops
Facilitate learning and offer best practices and tools you can use every day to get people, teams, and projects unstuck.
Philanthropic Advising
Assist Foundations, Impact Investors, High Net Worth Donors, and Family Offices to work as true partners, investing for sustainable, high-impact social change
Planning and Assessment
We’ll guide your strategy creation, pointing out blind spots while turning long-term goals into weekly objectives you can manage, measure, and achieve.
Operational Guide Service
Let our 30 years of creating amazing organizations create a smooth-running machine for you, replacing chaos with efficiency by maximizing what is working and fixing what is broken.
You are the champion of good. Let us be the champion of you.
It’s hard enough to build an organization. You don’t have to do it alone.
There are so many elements that need to be right for an organization to succeed. A solid strategic plan, a well-crafted marketing message, fundraising that works, operations that smooth things out, and a cash management plan that keeps the organization afloat. So few organizations get it all right and so many suffer and even fail.
You’ve hired a mechanic to fix your car, a financial advisor to help you invest wisely, and a golf instructor to help you dial in your swing. Why not hire an advisor to help you build your organization so it thrives and improves your quality of life?
Working with me as your advisor is simple. Let’s plan a call in which I will ask you some questions and hear what is working and what the pain points are. Then I’ll give you an assessment of your organization and what it would look like for me to help you fix what is broken and optimize what is already working.
Without an advisor, you are likely to make some costly mistakes. Some will just cost you money, but all of them will consume your most valuable commodity: time. With an advisor, you will be building your organization on the shoulders of the thousands who have gone before you, benefiting from their wisdom and experience.
Schedule your introductory call today and let’s get started building the organization of your dreams.