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Strategic & business planning

Collaboration support

Do you need help taking your ideas and turning them into a strategy?

We can help you create a plan that is grounded in reality and that does not result in a binder on the shelf.


Did you complete a strategic planning process but don’t know the next steps to implementation? We can take your plan and turn it into an operational roadmap.

Scenario Planning

Scenario planning

Do you have program options but don’t know how to decide which would be best?

We can work with you to develop a financial model that forecasts the impact of various scenarios in order to maximize both resources and impact.

Leadership Succession Support

Leadership succession support

Do you have a plan for when someone on your leadership team or board leaves?

We help you develop the plans needed for emergency and planned departures. Our work focuses on aligning staff and board expectations and requirements for the process and the profiles of future leaders.

Do you think there is a potential partner for some of your work, but don’t know how to approach them? We can help you determine whether a merger, partnership or other form of collaboration will further your strategy and better serve your clients. We can facilitate the collaboration process, regardless of what form it takes.

Collaboration Support
Strategic and business planning
Financial Planning and Analysis

Financial planning & analysis

Do you have concerns about your organization's future financial health? 

Sustainability is an ongoing process, not an end point. We help you to create customized financial models that consider resource shifts and demand changes.



Do you need a sounding board to discuss opportunities or changes in your organization's programs, funding streams or staffing? Have you assumed expanded leadership duties or experienced a transition in your CEO/Board Chair? We can provide practical advice and support to help you navigate your organizational changes and leadership growth.



Is your organization’s board interested in learning or sharpening their governance and nonprofit finance skill sets? We can develop customized training sessions to strengthen the skills of your board members.

Grant Writing

Are you struggling with your institutional fundraising or are you interested in bringing your fundraising from foundation sources to the next level?  We can help you craft a practical plan that will guide your efforts, develop proposal templates and other communications, and prepare applications, LOIs and reports for submission.

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