Our management consulting services include the following:

Strategic Planning
A strategic planning process identifies where you would like to see your organization in the next three to five years and develops the goals and objectives to get there. The development of the plan is based on understanding your current organization and your vision for the future, the internal and external environment, and the scope of the organization's mission.

Board Development
A customized Board consultation looks at your current governance structure and how to move your board to the next level. Your engagement may include a focused Board survey, a comprehensive Bylaws analysis, a customized Board training, and the development of a phased implementation plan for any recommendations or changes.

Organizational Assessment
An organizational assessment of your agency's management and governance practices to build effectiveness, efficiency and capacity. Using tools developed by the Center, a consultant will review and make recommendations in the following areas: Governance, Executive Leadership, Mission & Program Effectiveness, Financial Management, Fund Development, Human Resource Management, Strategic & Operational Planning, Technology & Marketing. Additional information/pricing on Organizational Assessments.

Succession Planning & Executive Transition Management
Planning for executive transition, not only reduces risks, but also provides an opportunity to advance the capacity and impact of the organization during the transition. The Center’s Succession Planning and Executive Transition Management services give board leaders and executives a chance to take charge of transitions and create opportunities for organizational success and sustainability. Additional information at Succession Planning & Exec. Transition Management.

Fund Development
A customized consultation is provided relating to your agency's specific fund development needs. Development consultations vary widely in scope from a 3-hour "sit down" to provide general information-sharing in a particular topic to a more comprehensive consultation including guidance and training for the development committee or board. Specific consultation topics include annual campaigns, donor cultivation, event planning, membership development, preparation of case statements, development committee functions, fund-raising duties of board members, etc.

Marketing
A customized marketing consultation may include development and implementation of a documented marketing plan; brand or logo design; facilitation of surveys or focus groups to obtain client, funder, and/or community feedback; website design and development; and the design of marketing collateral.

Crisis Communication
A customized crisis communication consultation includes a comprehensive analysis of your current crisis plan and recommendations to improve the plan. The plan may include interviews with key staff and board, writing of scripts for media communication, or training for staff and board on crisis communication with media.

Volunteer Resources
These customized sessions with a volunteer management consultant might include: volunteer program audit – an on-site look at your existing volunteer program, evaluating recruitment, retention, productivity and volunteer evaluation; new volunteer program development; curriculum and training design; volunteer staff coaching; training for agency staff on working with volunteers; assisting your organization in hiring a top performer in the volunteer management field.

Human Resources
Human resources consultations are available in a variety of levels from a 3-hour "sit down" for general information-sharing on a particular topic to a more comprehensive consultation that may include establishing a performance evaluation program for staff, evaluating human resources policies, or conducting executive development and team-building workshops. Includes online survey focus groups and one-on-one interviews.

Financial Management
Based on your organization's unique needs, consultations may include a general review of your financial health, budget, and budget development process; the function of the finance committee and board oversight of financial matters; relation of operational planning goals to available funding; and financial record-keeping, reporting and compliance.

If you are interested in a Consulting Service, please complete and return the Request for Services form to get started today.