WE'VE HELPED OTHERS Identify and recruit board of director members Communicate with donors Determine how well board member skill sets match organizational needs Connect organizational goals with investment objectives Organize and develop pre-capital campaigns Refine investment policy statements and cash flow management plans Develop emotionally compelling case statements Review and enhance donor development plans

Charitable Coaching

We have facilitated comprehensive, integrated Strategic Planning that has helped dozens of nonprofit organizations create a better future for themselves and their constituents.

Our initial step is to meet with the Executive Committee or a select group of board members to identify the organization’s strengths, discover which factors now prevent the organization from moving forward, and determine organizational priorities.

Then we lead a highly-interactive Strategic Planning session with the full Board of Directors and, on occasion, outside stakeholders. All participants share the responsibility of defining a Mission Statement and crafting a “big picture” Vision. The Mission and Vision form the foundation of all future activities, including formulation of SMART Goals and Action Plans.

Our extensive experience with hundreds of non-profits has led us to a major finding – most organizations do not fail to plan: they fail to execute! As a result, we use our “all hands on deck” philosophy to hold the organization’s feet to the implementation fire.

Clients consistently express their appreciation how our planning process has provided them a clear roadmap for future growth.