Services

Most nonprofits don’t realize they have operational or succession gaps until they’re facing a crisis. This proactive audit gives you a clear picture of where you stand and offers roadmap for building resilience.

We provide a comprehensive review of your organization’s current operational systems and succession readiness, identifying gaps, vulnerabilities, and opportunities to strengthen your infrastructure so you can put your focus on your mission.
What you Get:
- Assessment of current bylaws compliance and governance practices
- Evaluation of existing operational systems and documentation
- Review of board structure and engagement
- Analysis of succession planning readiness
- Detailed written report with findings and prioritized recommendations
- 60-minute debrief meeting with board and leadership to discuss next steps
Project Timeline: 2-3 weeks from project engagement meeting to final report.

Organizations ready to move from assessment to action—whether transitioning from all-volunteer to paid staff, moving from working board to functional board, or preparing for an upcoming leadership change, this plan is for you!

We develop individualized planning packages designed to address your organization’s specific operational needs and prepare for leadership transitions. These plans provide clear frameworks, templates, and action steps tailored to your mission, size, and stage of development.
Operations Planning Package:
- Bylaws review and recommended updates
- Board structure optimization
- Staff transition planning
- Meeting cadence and documentation systems
- Financial oversight and reporting frameworks
- Policy and procedure development guide
Transition Planning Package:
- Emergency succession protocols
- Planned succession timeline and process
- Transition communication templates
- Institutional knowledge documentation systems
- Leadership pipeline development
- Board recruitment and development plan
Note: Comprehensive package combining both operations and transition planning is available for organizations seeking a complete operational foundation.
Project Timeline: 4-8 weeks depending on project scope.

Planning is a good first step, however implementation is where organizations struggle. This support ensures your investment in planning leads to real, sustainable change.

We provide comprehensive, ongoing support to help you execute your operations and transitions plans. This hands-on service provides the accountability, expertise, and problem-solving assistance nonprofits need to move from planning to action.
Service Examples:
- Operations Support:
  - Regular check-ins to guide implementation, troubleshoot challenges, and keep progress on track
- Transition Coaching:
  - Support during active leadership transitions to ensure smooth handoffs and continuity
- Board Development:
  - Facilitation of board meetings, retreats, or training sessions to strengthen governance
What You Get:
- Scheduled consultation hour packages, based on needs
- Email and phone support
- Document review and feedback
- Meeting facilitation
- Progress tracking and accountability
Service Timeline: 3-12 months, as needed

As a certified Interim Executive leader with over 20 years of nonprofit leadership experience, I stabilize operations, strengthen systems, guide organizations as they prepare for their next chapter. I specialize in facilitating all-volunteer organizations in their growth to staff-supported models.
What You Get:
- Immediate, experienced interim leadership to maintain organizational stability
- Assessment and strengthening of organizational systems, from operations to leadership
- Board and staff support and communication during transition
- Planning for and provision of search support for permanent leadership
- Strategic guidance aligned with your mission
- Smooth handoff to incoming permanent leadership
Typical Engagement: 6-12 months as contracted employee, based on organizational needs

Currently accepting interim leadership engagements.