Services

What the work actually is.

We do not operate like traditional consultants who assess a problem, make recommendations, and leave implementation to someone else. We work alongside leaders as thought partners, creative problem solvers, and executive-level collaborators — close enough to determine what needs to change, and close enough to move it forward.

See clearly

Organizational Assessment

Andrea leads

Rather than starting with predetermined solutions, we begin by understanding the organization — its mission, people, systems, leadership, operations, and current realities. The result is a clear picture of organizational health and a practical path forward.

Align people

Leadership & Team Alignment

Will leads

Strong organizations require more than sound systems. We work with executives, boards, and teams to strengthen leadership alignment, clarify roles, improve communication, address relational friction, and build greater organizational accountability.

Stay close

Fractional Executive Leadership

Shared · CEO, COO, board-level

We provide fractional CEO, COO, and board-level support during seasons of growth, transition, restructuring, or increased complexity. We can step into leadership gaps, build the infrastructure required for the next stage, facilitate critical decisions, and move priorities from discussion into execution.

How we show up

The right altitude of involvement.

Every engagement names a level — advise, produce, lead, or execute — so the organization knows what to expect, and we know where authority begins and ends.

Advise

Advisory

Analysis, counsel, recommendations, and executive perspective. We sit beside the decision-maker.

Produce

Project

Defined deliverables and project leadership within an agreed scope — assessments, infrastructure, formation documents, roadmaps.

Lead

Fractional executive

Ongoing executive leadership within specifically delegated authority. We own a function until the organization can.

Execute

Implementation

Defined operational implementation of agreed priorities — systems stood up, cadences installed, work actually moving.

Retainers are available when the work is ongoing rather than a single project. Fees follow the scope — project, monthly, or fractional capacity — never mystery hours.

Staff mapping workstreams on a wall of notes and printed pages.

Workstreams

Where we actually spend the hours.

A Scope of Work names the streams that apply. The rest are out. That discipline is the difference between counsel and fog.

Executive leadership

Clarity of role, decision rights, culture, and the relationship between board, CEO, and staff.

Strategy

Mission relevance, market position, priorities, and a practical plan that leadership can actually run.

Operations

The systems, workflows, and accountability that turn intention into repeatable execution.

Organizational structure

Who owns what. Reporting lines, role design, and the difference between governing, leading, and managing.

Governance

Board effectiveness, fiduciary practice, policies, and a meeting rhythm that produces decisions.

Finance

Stewardship, visibility, cash, controls, and the questions a board should be able to answer.

Advancement

Donor development, retention, major gifts, and revenue operations that do not depend on one heroic fundraiser.

Marketing & communications

Whether an outsider can understand the organization in thirty seconds — and whether the story is being told.

Organizational assessment

A board-ready picture of organizational health.

Designed for nonprofit boards, executive leadership, donors, and strategic partners who need a comprehensive understanding of sustainability and future potential.

  • Evaluate mission effectiveness and organizational alignment.
  • Identify operational, governance, financial, and fundraising strengths and weaknesses.
  • Surface hidden risks and vulnerabilities.
  • Clarify strategic priorities.
  • Establish a practical roadmap for organizational strengthening and growth.
  • Provide a foundation for board retreats, strategic planning, leadership transitions, fundraising campaigns, partnerships, mergers, and turnaround initiatives.

Final deliverables

  1. 01Executive summary
  2. 02Completed due diligence binder
  3. 03Executive dashboard
  4. 04Risk assessment matrix
  5. 05SWOT analysis
  6. 0690-day action plan
  7. 07One-year strategic roadmap
  8. 08Three-year organizational vision
  9. 09Board retreat presentation
  10. 10Recommendations for governance, fundraising, operations, and growth

The result is a practical assessment that enables leadership to make informed decisions, strengthen effectiveness, improve sustainability, and maximize mission impact.

Boundaries

What we do not do — unless named.

Unless it is written into the Scope of Work, we do not provide bookkeeping or legal advice, run daily staff supervision, or stay on after close as unpaid implementation. Clear edges protect the work.

You do not need to know exactly what kind of engagement you need before reaching out. A conversation is usually enough to determine whether the challenge requires organizational assessment, leadership alignment, fractional executive support, or simply an experienced outside perspective.

Start with a conversation