Strategy and planning for social impact organizations.

Our Services

Strategic Planning

We use several tools and processes for strategic planning, including environmental scanning, SWOT analysis, competitive advantage analysis, strategy development, branding, board development, board retreats, partnership development, operational planning and performance dashboards.


We use a variety of approaches to evaluation, including conducting needs assessments, program assessments, and consumer research (including interviews, observation, focus groups, and surveys). We help our clients determine the effectiveness of specific programs or interventions, answer critical questions about programs, and design new programs. 

Fundraising & Development Strategy

We help nonprofits with fundraising strategy, sustainability planning, business model development, development audits, grant writing, board training, negotiation training, coalition building, and partnership development.

Training & Facilitation

We provide training and presentations on a variety of nonprofit management topics for boards and leadership staff. We facilitate board retreats and meetings for planning, decision making, and coalition building.

Typical requests:

  • “We need a comprehensive strategic plan to help us anticipate, plan and create our organization's future, while building alignment among our board, staff, and other constituents”

  • “We need a facilitator for our next board retreat”

  • "We have complicated strategic decisions to make and the best direction to take is not clear"

  • "We would like a thought partner to provide strategic guidance as we navigate our organizational development, governance, and sustainability efforts"

  • "We would like to develop a roadmap of where we want to go over the next several years"

  • "We need a development and communications plan to help ensure we meet our fundraising goals"

  • "We are poised to grow, but we need a plan for how to go about it"

  • "As an executive director, I would like a thought partner to talk through organizational priorities and assess challenges and opportunities.

  • "We want to thoughtfully develop and grow our board of directors.

  • “We would like training on nonprofit governance best practices including on board member responsibilities, and clarification of staff and board roles"

Please contact us to discuss your needs. We look forward to supporting you and your organization to reach your goals.


“The future is not some place we are going, but one we are creating. The paths are not to be found, but made. And the activity of making them changes both the maker and the destination.”
― John H. Schaar

Contact Us: (415) 845-5259 or email