Financial Leadership Training
I offer nonprofit financial leadership training in partnership with a trusted colleague through the Nonprofit Financial Leadership Academy. In this 7-week course you will learn both the basic principles and practices of nonprofit finance and the elements of effective financial leadership. In shifting the focus from financial management to financial leadership, you will learn to have engaging and strategic conversations with your board and staff teams that lead to better budgeting practices and revenue strategies. The course is designed for emerging nonprofit leaders, experienced leaders needing a refresh, and development and program directors and managers who want to learn more about the finance function of their organization.
Grant Strategy
I see grant stewardship as an important strategy and can help position your organization for grant success, whether it’s maintaining or growing current grant partnerships or securing new ones. I can help with public and private funding opportunities.
Services can include:
Review of your organization’s grant history, with recommendations for revising grant strategy.
Determination of which programs and strategic initiatives are grant fundable.
Prospect research to identify grant funders that are aligned with your priorities, with prospect rankings to help you determine where to wisely invest agency resources for grants development.
Development of a comprehensive grant tracker that will help you meet all deadlines and all deliverables.
Coaching on meeting specific requirements of the funder and preparation of LOIs and proposals tailored to meet each funder’s requirements.
Assessment and development of tools for your internal decision-making process to identify fundable ideas and pursue grant funding.
Fund Development Audit
Different revenue strategies make sense for different organizations, depending upon your mission focus, your strategic priorities, and your history with community engagement. I can help you determine which revenue strategies can be improved and identify new ones that align with your priorities and capacity. I can also help you determine the right staffing plan to execute your fund development plan.
Services can include:
Review of your current fundraising efforts, materials, and outcomes.
Stakeholder interviews, including board members and donors.
Multi-year trend analysis of contributed revenue activities with ROI.
Full report of findings and recommendations + high level summaries + presentation to internal stakeholders.
Leadership Coaching
Executive leadership can be both challenging and awarding. Navigating multiple stakeholder relationships can be especially challenging. Coaching can offer thought-partnership that leads to new insights and a path forward.
I can Help You:
Identify road blocks, prioritize steps forward, and get inspired and energized.
Develop more effective interpersonal communication skills to effectively manage conflict and change.
Navigate challenging relationships with your board and staff and build strong partnerships with both.
Strengthen your tactical and strategic decision-making.
Organizational Assessments
Chances are your organization continually faces evolving challenges and opportunities, whether its shifts in grantmaking priorities that impact a core program, a new government funding opportunity to scale your work, or determining who to strategically partner with. I help nonprofit leaders navigate emerging challenges and opportunities to position your organization for success. I can help you frame your questions and conduct an assessment that will provide a path forward.
Services can include:
Review of your organization’s administrative structures: how you communicate, fundraise, manage employees, and measure outcomes.
Review of leadership roles and staffing plans for existing and new work.
Review of short-term and long-term fiscal strategies.
Engaging the right audience through stakeholder interviews and/or focus groups.
Full report of findings and recommendations + high level summaries + facilitated conversations about next steps.
Interim Staffing Solutions
I offer interim staffing for small and medium size nonprofits experiencing a leadership transition in your executive director, deputy director, or development director roles. As interim director level staff I can ensure continuity of programs and operations, and maintain funding streams to support the work. In all interim placements I work to create a pathway for success for permanent hires.
Board Development
I provide board training on the role of governance in the nonprofit model and best practices for effective board leadership.
Services can include:
Custom board presentations on governance best practices.
Resources, tools, and coaching for boards to assess their own performance.
Resources, tools, and coaching for boards to assess executive director performance.