Services & Payment
Free initial consultations for every service.
Developing 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.
Project Launch & Project Management
Organize and launch new programs, project resources and expertise, project map, launch new initiatives, set up a social enterprise, develop a community social responsibility (CSR) program, project recording and documentation, develop a project plan or playbook. More information here.
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.)
Adaptive Change, Change Management & Succession
Work with organizations to keep up with change (funding, environmental, clients) or needing to make a change. Get help with planning, strategy, and implementing.
Planning, Growth Plans & 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 and business topics, management purpose workshops.
Research & Help w/ Innovation
Have research completed on specific issues, landscape scan, competitor scan, funding scan, brainstorming workshop. More information here.
Draft Documents, 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.
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-Ownership
Foundations & Grant-Makers
Incubators & Accelerators
How payment works...
1. Prices are fixed & consults are free.
You know what to expect, there are no surprises and you can ask questions. I can also bill hourly if the client prefers.
2. You can purchase credits.
3. Payment plans are available.
Depending on the project size, 40% or 50% will be due at project start and the outstanding will be due after a major milestone or once the project is finished. Message me if you have any questions or want to know more..
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.