The Process
Tailored Solutions and Reliable Support
Our goal is to keep the process as streamlined as possible, while still achieving your objectives. Our intention it to provide you with the best blueprint for moving forward with the least interruption in the process. To do so, we engage your board and leadership, your staff and the key stakeholders in your organization. Then prepare a plan to achieve the outcomes required to drive your success. The following provides you an overview of the assessment conducted, as well as a general timeline from start to implementation of the plan. Both of these are adapted to meet your unique situation and budget.
ASSESSMENTS:
Board & Corporate Structure
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Board and Committees
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Roles and Responsibilities
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Corporate Documents
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Strategic Planning
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Development and Fundraising
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Direct Mail
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Cultivation & Retention
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Events
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Volunteer Recruiting
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Program Analysis and Mission
Communications Evaluation
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Marketing
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Communications
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Brand Identity
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TIMELINE:
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Initial meeting - 1 hour
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Data collection – 4 hours
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Report Prep – 3 hours
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Board Presentation - 1 hour
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Progress follow-up - 1 hour
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Estimated time: 10 hours