Helping Nonprofit Executives Build Organizational Strength & Capacity

• Sustainability Review - a quick, affordable review of the organization’s strategies, leadership and resources. This brief review clarifies “the big questions” about strategy, leadership and resources resulting in a three to five page overview report.
• Sustainability Audit - building off of the Sustainability Review, the Sustainability Audit takes a deeper look at the organization’s strategies, leadership and resources. Going beyond the “big questions” identified in the Review, we work with leaders to look at underlying issues and drivers. The Sustainability Audit includes an in-depth look at financial conditions and trends, a review of fund development performance and outlook, a thorough review of the organizational/business strategy, the program strategy and the operational strategy. The product is a comprehensive sustainability audit report with agreed on actions and alignment among the leadership about implementation.
• Sustainability/Capacity Planning - building off of the Sustainability Review or the Sustainability Audit and using our time-tested Strategy Review and Leadership Planning model, we work with leaders to develop the roadmap to renew the organization’s strategies and business model, build leadership capacity and address identified resource challenges. The product is a comprehensive sustainability plan.
• Change Management Support - sometimes the changes are so large that they require a wholesale rethinking of the organization and how it carries out its mission. This may mean a major shift in services, consolidation of existing programs, consideration of new collaborations or even a merger. Completing the Sustainability Audit clarifies the situation and the options. Change Management Support service provides a sounding board, thinking partner and experienced advisor on the implementation of the changes needed to successfully sustain the organization and mission work.

Click here for a copy of the full description about Sustainability Reviews & Planning Services (PDF)