Board members and staff leaders of well-established organizations are offered a two-session facilitated discussion culminating in a written report that describes issues and recommends actions to improve your agency's functioning. Facilitated by expert consultants with extensive experience working with nonprofits, the assessments may include the following topics:
- Mission and planning
- Board responsibilities
- Fund development
- Financial management
- Technology
- Personnel and volunteers
Other topics may be discussed as they emerge during the sessions.
Newer or all-volunteer organizations are offered Discovery Sessions comprised of one or two sessions that explore a specific challenge confronting your agency. A brief memorandum summarizes the issues raised and offers specific recommendations. The goal of these sessions is to provide agency leadership with an understanding of the work they need to complete in order to improve their functioning.
Discussions may focus on one of the following:
- Mission statement
- Annual plans
- By-laws review
- Board development
- Other topics agreed to between the agency and the consultant