Business and Legal Services; Payment
Projects are fixed fee, so costs are substantially less than most legal services. They also include personalized help one phone call away. Projects include a free consult before you purchase and payment plan.
Project Launch & Project Management
Organize and launch new programs and initiatives, project maps, develop a community social responsibility (CSR) program, project documentation, project plans or playbook. More information here.
Nonprofit, Business, Social Enterprise & Impact Formation
Form a nonprofit corporation, LLC, corporation, Benefit Corporation or trust, restructure or convert existing structure, apply for 501(c) application (501(c)(3), 501(c)(4) or revocation or set up a social enterprise.
Business Continuity Frameworks, Disaster Planning
Work side-by-side with someone to develop frameworks and next steps for business continuity around client development, re-engagement, and revenue development. Set in motion a plan for dealing with disasters.
Develop Mission/Vision for Projects or Organizations
Sort out ideas, create blueprint to get clear on next steps and needs, story-telling workshops, develop mission and vision statements, landscape scan, landscape map, ecosystem map.
Adaptive Change, Change Management & Succession Planning
Work with organizations to keep up with change (funding, environmental, clients) or needing to make a change. Get help with planning, strategy, and implementing.
Strategic Planning, Business Models & Transition Plans
Strategic planning, develop strategic plan, planning around organization changes, short-term planning, business model development, revenue planning, budget planning, blueprints for growth.
Education & Training for Board Members or Management
Training on board obligations, staff education, workshops on specific legal services and business topics, management purpose workshops.
Research, Imagination & Innovation Workshops and Labs
Imagination labs, imagination or innovation workshops, research, landscape scan, competitor scan, funding scan, or brainstorming workshop. More information here.
Draft Contracts & Policies
Create fun and understandable manuals, employee manuals, charters, policies, playbooks, outlines and visuals.
General Counsel, In-House Attorney & Legal Services
Have an attorney one phone call away for questions, concerns, and growth. Available through credits, a subscription fee, or monthly fee.
Experiment Development, Workshops and Labs
Cities, municipalities, service organizations and businesses can work one on one in developing their own experiments to test, or learning how to develop and experiment culture to help with imagination, innovation, and responsiveness.
B-Corp & Other Certifications
Apply for B-Corp or other certifications and licenses.
Who I Often Work With
I also work with many types of organizations. Click on the organization you're interested in to see what services might be helpful.
Employee Stock Ownership/ Multi-Owners
Foundation & Grant-Makers
Incubators & Accelerator
How payment works...
1. Prices are fixed & consults are free.
I don't bill hourly, I charge by the project. You and I build something that fits with your budget. You know what to expect, there are no surprises, and you can ask questions.
2. You can purchase credits.
3. Payment plans are available.
Depending on the project size, 40% or 50% is due at project start and the outstanding is due once the project is finished. Message me if you have any questions or want to know more.
Services for Funders
I've developed an audit system for due diligence on potential grant or donation recipients. I can also manage oversight of donees and grantees. Essentially, quality control for your funding and grant-making activities. A role becoming much more important as the competition for dollars increases but the number of staff remains the same.
Audits can be customized to accommodate a funder's priorities. Visual tools and deliverables are left for continued use. And follow-up items like training or policy implementation are also available. For more information, check out the infographic and please feel free to reach out with questions.