Services

Strategic Planning and Goal Setting

  • Want to create a plan, but not sure how to start? Or, you have a plan, but feel a little stuck? I can meet with you to help you develop SMART goals and develop a plan that moves your mission along.

  • Need a quick assessment of your mission and plan to ensure you are on the right track?

  • Need a facilitated meeting or retreat to engage your board and staff in a strategic plan?

Operations Planning and Management

  • Are you meeting your bylaws requirements with your board, meetings, elections and member engagement (if applicable)?
  • Ready to take the next step from all volunteer organization to hiring staff?
  • Moving from a working board to a functional board?
  • Transitioning and need fractional operations support?

Succession and Transition Planning

  • Are you prepared for unexpected leadership changes?

  • Are you wanting to move your organizations from volunteer to paid staff, but aren’t sure where to start?

  • Do you need an organizational assessment to determine if your succession plans are adequate for your organization?

Image of torch depicting a certificate in succession planning

Interim Executive Leadership Services

  • Currently available to support interim executive leadership needs for your organization.

  • Specialize in all-volunteer organizations wanting to transition to a staff-supported entity.

  • Certificate in Interim Executive Leadership from Interim Executives Academy  (Cohort #22, November 2025)