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Executive
Transitions
One of the
greatest challenges facing organizations
today is the transition of leadership at the
senior management level.
Read about our
approach and how we can help.
Strategy
We can develop
and lead your organization through a
strategic planning exercise to help set the
direction and priorities for the future. We
can assess whether your organization is
positioned to benefit more from a strategic
plan or a business plan. Both of these
exercises are crucial to keeping your
organization, both board and staff, focused
on the right priorities and working towards
furthering your mission.
Development
Writing Services
Development
Communications
Fundraising
Proposals - a basic tool that all
non-profits large and small must have to
raise dollars from foundations, corporations
and government funders.
Newsletters -
key to successful fundraising is
communicating with your constituency
regularly, making them feel involved and
informed.
Annual Reports
- capturing the vision of your organization
now and in the future and celebrating the
year’s accomplishments and community of
supporters.
Business Plans
- going beyond the basics of a fundraising
proposal to include a “competitive” analysis
and marketing plan. This type of document is
particularly appropriate for venture
philanthropy prospects and individual major
donors. Case Statements
Web
Databases
We
can help analyze your business processes and
develop solutions using web based databases.
We have found great success with our clients
using Intuit's
QuickBase.
Technology
We have many
years of experience developing technology
plans and integrating technology with the
mission of the organization. The mission
must always drive the technology strategy,
and the simple question of, "Why are we
doing this?", must continually be assessed.
We can assist you with the development of a
technology strategy and implementation plan
that furthers the mission of your
organization, streamlines processes,
eliminates paper, and enables simpler
analysis. In addition to technology
planning, we can assist in procurement and
training. Another area of expertise is in
the creation of easy-to-use and
quick-to-implement web based databases to
handle a range of needs from complex
management systems involving thousands of
users to more simple constituent surveys,
capturing important opinions and organizing
the data for easy analysis.
Finance
Whether it is
discrete projects you need help with, or
interim management, we can assist with your
financial management needs. A strength of
ours is performing organizational financial
assessments. We interview staff, board
members, and auditors; review financial
statements and related documents, and then
create an assessment of the financial
management capacity of your organization. In
addition to providing a clear picture of
what the current practices are, we also
provide clear, actionable recommendations to
assist in improving the financial management
of your organization. We can also fill the
position of interim CFO and assist in your
search during gaps in staffing. This enables
your organization to continue functioning
without worrying that essential elements to
your success are falling behind, or not
being done properly.
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