NONPROFIT RX

prescriptions for your organization’s health

Based on your organization’s needs, I am available to provide any of the following services:

Strategic Planning

Utilizing the Hoshin facilitation method, my strategic planning process requires less than one day of focused time from key members of your organization in which you will:

1.)  articulate a vision of where your organization wants to be in three years,

2.)  identify tasks that need to be accomplished in order to realize that vision,

3.)  organize the tasks into strategic elements and identify the relationships between the elements, and  

4.)  based on those relationships, identify the organization’s priorities.

The data from the one-day session serves as the basis for a comprehensive and effective strategic plan that I will draft for your organization, including a detailed timeline for completion of the individual tasks.  In addition to enhancing communication and understanding, this method generates group cohesion and ownership of the outcome.   

Review of Organizational Documents

I can provide guidance in drafting your Bylaws, completing IRS Form 1023, and other assistance with setting up your tax-exempt 501(c)(3) organization.  For established organizations, I can review your current operations and assess whether changes or modifications to your Bylaws are warranted.

Board Development

Review the make-up of your Board of Directors, identify needs, develop recruitment strategies, create Board manuals, and develop Board policies.  I am also available to facilitate conflict resolution when conflict between board members or between the Board and senior staff is threatening to undermine the health of your organization. 

Administration

For start-up organizations, I can offer assistance in:

  • Setting-up your accounting system.
  • Designing your information systems.
  • Developing your initial operating budget.

I also work with organizations in developing:

  • Operational policies and procedures.
  • Succession Plans.

Resource Development

Providing expertise and assistance in the areas of:

  • Grant writing
  • Annual appeals
  • Fundraising events
  • Capital campaigns
  • Donor relations

I have a proven track record of securing major funding from foundations, corporations, and government agencies; writing effective annual appeal letters; developing and managing highly successful fundraising events; and identifying prospective donors.  I can also assist with progress reports to funding agencies and the community.

Program Planning and Assessment

Offering assistance in planning and managing programs, including outcomes assessment.  Available for short-term program planning and longer-term project management.