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 meetings for planning, decision making, and coalition building, as well as focus groups.

Typical requests:


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

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

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

  • "We need a development and communications plan to ensure we are meeting our fundraising goals"

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

  • "Before we expand or change direction, we need to assess whether our plans are feasible"

  • "As an executive director, I would like a thought partner to talk through organizational priorities and assess challenges and opportunities. We are launching a new program, and we need a plan"

  • "We need to strengthen and grow our board of directors"

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