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An in-depth analysis of who you are, how you function, and what you need can be invaluable, and quite often, a total game-changer that will guide you to your next level of success. An invaluable process for both profit and non-profit organizations.

Needs Analysis


Avoid the pitfalls that come from doing the same thing over and over. We've all been there and heard it before: "because that's how it's always been done!" A complete needs analysis will provide a new perspective that can turn into a catalyst for growth and added success. We'll investigate what your external - and internal - customers need, want, and expect from you. 

Board Relations & Governance


When an organization wants to identify opportunities to grow or change, an excellent first step is to make sure internal policies and procedures are functional, effective, and supportive to the larger purpose. We can also assist with board expectations, orientations, and succession planning.

Brainstorming Purpose & Goals


Change is often a terrifying thought for most organizations and key stakeholders can meet it with reluctance. The most effective way to get started toward positive transformation for an organization is to simply get people together for a brainstorming session. We'll help lead your team through a non-threatening gathering to help your staff (or volunteers) see what COULD BE instead of just what IS.

Strategic Plan


A strategic plan is simply a living document that creates a road map for your future. Together, we can help you create a plan that keeps everyone focused on the same goals and objectives. Whether a three or five year plan is best for you, just having and following this plan can be critical to navigating to a healthier and more vibrant organization. 

Financial Situation


We all live in a reality that is very often dictated by dollars and cents. Our background and experience will help you make sure your goals translate to financial success. And if you are a non-profit organization, we can help you achieve your financial goals using our years of fundraising and philanthropic experience.

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