Advisory Services

We help mission‑driven leaders move from strategy to accountable execution across four service lines. Each engagement is values‑anchored, outcome‑driven, and designed to leave your team stronger.

Execution planning with clear owners, milestones, and governance.

Strategic Implementation

    • Leaders with a strategy that needs disciplined delivery

    • Organizations facing cross‑functional coordination gaps

    • Teams needing clear decision rights and governance rhythms

    • Execution roadmap with owners, milestones, and risks

    • Decision rights clarified; faster, better decisions

    • Operating cadences that keep work moving

    • Early wins that build momentum and trust

    • 90‑day execution plan and PMO light structure

    • RACI / decision matrix and governance charter

    • Initiative tracker and review cadence (dashboards or templates)

    • Risk register with mitigations and owners

    • Weeks 1–2: Baseline & alignment

    • Weeks 3–6: Roadmap & governance setup

    • Weeks 7–12: Delivery support, early wins, handoff

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Board governance structures aligned to organizational strategy.

Board Development

    • Nonprofit and civic organizations seeking higher‑functioning boards.

    • New or evolving boards requiring composition and practice refresh.

    • Executives needing aligned oversight and strategic partnership

    • Board composition aligned to strategy and community

    • Effective meeting practices and decision hygiene

    • Clear oversight metrics and annual board calendar

    • Stronger board‑management partnership

    • Board skills matrix & recruitment profile

    • Governance handbook (roles, norms, conflicts, committees)

    • Annual calendar, agendas, and consent agendas templates

    • Orientation & development plan; evaluation framework

    • Month 1: Assessment & priorities

    • Months 2–3: Composition/profile + practice redesign

    • Months 4–6: Implementation, onboarding, and first evaluation cycle

Discuss your board goals
Assessment process identifying gaps and a 90-day execution roadmap.

Assessment & Roadmap

    • Teams seeking a clear baseline before investing in change

    • New leaders needing quick insight and a prioritized plan

    • Organizations wanting early wins within 90 days

    • Honest assessment of capabilities, gaps, and risks

    • Prioritized roadmap with owners and milestones

    • Quick‑win portfolio to build momentum

    • Clarity on governance and resourcing needs

    • Diagnostic report & maturity snapshot

    • 90‑day action plan with owners and check‑ins

    • Risk & dependency map

    • Executive readout deck

    • Weeks 1–2: Interviews, data review, baseline

    • Weeks 3–4: Findings, roadmap, and executive readout

    • Weeks 5–8: Quick‑wins support (optional)

Start with an assessment
Networked organizations coordinating action toward shared goals.

Network Development

    • Cross‑sector coalitions, public‑private partnerships, and community initiatives

    • Funders and intermediaries aligning multiple stakeholders

    • Leaders needing shared outcomes and coordinated action

    • Shared vision and measurable outcomes

    • Stakeholder trust and working agreements

    • Coordinated delivery with roles and rhythms

    • Learning & measurement loop across partners

    • Stakeholder & influence map; engagement plan

    • Shared outcomes framework (OKRs or logic model)

    • Working agreements and governance model

    • Delivery rhythms; learning agenda and metrics pack

    • Phase 1: Convene & align (4–6 weeks)

    • Phase 2: Design outcomes, roles, and agreements (6–8 weeks)

    • Phase 3: Pilot coordination & measure (8–12 weeks)

Explore a network engagement
Strategic advisory process focused on clarity, alignment, and next steps.

FAQs

Do you offer retainers?

Yes—after an initial phase, many clients choose a light retainer for advisory and governance.

Do you support hybrid/remote teams?

Yes—our operating rhythms work in all modes.

Can you work alongside funders or boards?

Frequently; we coordinate roles and communication to avoid duplication.