Every client will have a different set of needs and priorities, and a realistic, achievable plan will depend on a thoroughgoing understanding of the frame of reference and competitive landscape as a background to the plan.  Who else is providing similar services?  What's unique about ours, and how do we seize a unique niche, and then target and reach the partners and recipients who most need our services? To be effective the plan will depend on alignment and a real passion from the team, and excellent communication between executives and the Board, to maximize resources.

Should your nonprofit want an Interim Guide or Mentor on their team, our consultant can perform perform the following functions.

  1.  Week One - A Needs Assessment  First, she would interview and listen carefully to representatives on the Board and the executive team, and if time permits, key staff personnel, to identify and prioritize organizational needs.
  2. Months One and Two - A Mission and a Strategic Plan  Next, the Interim Mentor would work with key members of the executive Team and the Board, to elicit overarching goals, and steps toward achieving these goals.  This joint vision and alignment toward priorities is as important a component of planning as is setting achievable but exciting steps. The entire team needs to believe in the plan, and take ownership in the results - and needs to be passionate about the mission.  The mentor will work with the team and the Board, to elicit and refine the elements that are most critical to a successful plan.  These often include:
    1. the mission/the vision
    2. the landscape/the market segment for our services
    3. the leadership and organizational structure
    4. the support - a long-term, sustainable funding strategy
    5. the potential for entrepreneurial, income-generating activities to supplement development
    6. governance and the board's role
    7. the theory of change
    8. best practices
    9. communication and tracking systems
    10. the scope and sequence - specific, measurable steps toward the goal
    11. Outcomes assessment - how do we determine success
  3. A rough first draft of a plan will be submitted, and suggested additions made, as the plan takes shape.
  4. Months 3, 4  - Implementation  Once the Board and Executive Team are on board with a plan, and have set measurable monthly objectives toward achieving that plan, implementation begins.  While such a plan will take time to implement, the first several months are critical, to ensure delegation and synergy - and to begin moving forward with group wins that can be identified and celebrated.
  5. Going Forward  Each organization will have different needs in terms of ongoing implementation.  Ongoing part-time oversight is available, if the team and the Board welcomes additional help.

Please call or email to schedule a time to talk, so that we can listen to your specific needs and wants, and respond with a fee schedule that is based on your priorities and the organization's capabilities.

781 385 9790