DEDICATED ADVANCEMENT STRATEGIST
Whether you require short-term strategic support or ongoing guidance, I offer flexible remote services to work alongside executive directors and leadership teams, ensuring your organization thrives and builds the capacity to sustain success, no matter where you are located.
SERVICE OVERVIEW
Every nonprofit faces unique challenges, and my Dedicated Advancement Strategist Service is designed to address them, whether they involve fundraising, operations, governance, or public trust. I offer flexible levels of support tailored to your organization’s unique needs. As your Dedicated Advancement Strategist, I provide the focused attention and expertise that nonprofit leaders often don’t have the bandwidth for. My goal is to empower your nonprofit to become self-sufficient while addressing critical challenges like operational inefficiencies, staff capacity, donor engagement, and financial stability.
Level 1: Leadership Empowerment
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Description: Executive-level support through meeting facilitation and/or personalized coaching for Executive Directors. This service is designed to enhance leadership skills, improve organizational decision-making, and foster a culture of strategic growth, empowering your nonprofit to achieve its mission more effectively.
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Includes:
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Meeting Facilitation: Ensure productive and focused meetings by guiding discussions, fostering collaboration, and driving strategic decision-making.
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Executive Coaching: Provide one-on-one coaching to Executive Directors, enhancing leadership skills, problem-solving, and strategic thinking for organizational growth.
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Leadership Development: Foster a culture of continuous improvement by equipping leadership teams with tools to implement sustainable strategies and navigate complex challenges effectively.
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Ideal For: Nonprofits seeking to strengthen executive leadership, improve meeting outcomes, and enhance strategic decision-making, particularly those facing complex organizational challenges or leadership transitions.
Level 2: Insight Essentials
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Description: A comprehensive analysis of your nonprofit’s key areas to identify pain points, inefficiencies, and opportunities for improvement. This package provides a clear understanding of your current situation.
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Includes:
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In-depth Business Analysis
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Assessment of your area of focus including operations, staff capacity, fundraising, financial stability governance/leadership, and/or communication
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Detailed report with findings and recommendations
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Ideal For: Nonprofits looking to understand their challenges and where they need to focus improvement efforts.
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Time Range: From 1 to 2 months based on organization size and project scope
Level 3: Insight & Strategic Design
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Description: Building on the Insight Solution, this package develops a tailored strategy to address the issues identified. It includes research, best practices, and action plans for sustainable growth.
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Includes:
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Everything in Solution 1
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Strategy Development based on the analysis
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Recommendations for best practices, competitor analysis, and technology integration
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Detailed strategic roadmap that can be tied directly to the day to day tasks that keep the door open
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Ideal For: Nonprofits ready to move from analysis to action by developing a clear plan for improvement and growth.
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Time Range: From 2 to 5 months based on organization size and project scope
Level 4: Strategy Implementation
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Description: Combining the Insight and Strategy Packages, this package takes it a step further by implementing the strategy. I’ll manage every aspect of the project, ensuring seamless execution and tangible results.
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Includes:
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Everything in Solution 1 and 2
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Full project management and implementation of the strategic plan
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Coordination of resources, scheduling, and staff training
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Integration of new technologies and processes
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Ideal For: Nonprofits ready to take action and need hands-on support to implement their strategies effectively.
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Time Range: 5 to 10 months based on organization size and project scope
Level 5: End-to-End Empowerment
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Description: This all-inclusive package provides ongoing support after implementation, ensuring long-term success and continuous improvement. It includes everything from analysis to execution and extends into post-implementation support and success measurement.
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Includes:
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Everything in Solution 1, 2, and 3
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Ongoing support and success measurement after implementation
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Regular progress reviews and adjustments to ensure sustainability
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Continuous leadership support and coaching
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Ideal For: Nonprofits seeking comprehensive support from analysis to implementation and beyond, ensuring lasting success and adaptability.
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Time Range: 10 to 14 months based on organization size and project scope
EXAMPLES OF STRATEGIC SUPPORT
Below are examples of areas where nonprofits can benefit from my services, giving you an idea of what each level of support looks like. You’re not limited to focusing on just one area—multiple, or even all of these can be addressed simultaneously, depending on your nonprofit's needs. Let’s create a tailored solution that works for you.
Fundraising and Development
Challenge: Struggling with donor retention and diversified funding?
Solution:
Level 1: Evaluate donor engagement strategies, funding sources, and identify key areas for improvement.
Level 2: Develop diversified fundraising plans, including mobile donation platforms, major donor strategies, and planned giving programs.
Level 3: Manage donor campaigns, implement new fundraising tools, and train staff to effectively engage donors and measure campaign success.
Level 4: Provide ongoing support to monitor donor retention, adjust strategies, and offer continuous guidance for maximizing fundraising impact over time.
Operations and Financial Stability
Challenge: Facing rising operating expenses and financial instability?
Solution:
Level 1: Identify operational inefficiencies and evaluate financial practices.
Level 2: Develop a financial strategy that optimizes resources, reduces costs, and creates operational reserves.
Level 3: Implement cost-saving technologies, improve financial systems, and train staff to manage resources effectively.
Level 4: Offer ongoing support to ensure the financial strategy remains effective, track progress, and provide continuous coaching to adapt to changing conditions.
Human Resources and Staff Capacity
Challenge: Struggling with limited staff capacity, high turnover, and ineffective volunteer programs?
Solution:
Level 1: Assess staff structure, causes of turnover, and the effectiveness of volunteer programs.
Level 2: Develop leadership pipelines, succession plans, and retention strategies, including innovative volunteer engagement programs.
Level 3: Oversee recruitment, implement training programs, and launch new volunteer initiatives that align with your mission.
Level 4: Provide ongoing leadership coaching, monitor staff and volunteer engagement, and adjust retention and development strategies as needed for long-term success.
Governance and Leadership
Challenge: Dealing with disengaged board members and leadership gaps?
Solution:
Level 1: Analyze board engagement, governance practices, and leadership succession processes.
Level 2: Develop board training programs, governance policies, and succession plans tailored to your nonprofit’s needs.
Level 3: Implement board engagement initiatives, strengthen governance structures, and ensure smooth leadership transitions.
Level 4: Provide continuous support and progress monitoring, adjusting governance practices as needed to maintain strong board engagement and effective leadership.
Public Trust and Communication
Challenge: Struggling with public trust and communication?
Solution:
Level 1: Identify communication shortcomings and areas for improving public trust.
Level 2: Develop transparent communication strategies and community engagement plans.
Level 3: Execute public awareness campaigns, improve transparency efforts, and engage key stakeholders.
Level 4: Monitor the success of communication strategies, provide ongoing support, and adjust campaigns to maintain public trust and foster long-term community engagement.
Strategic Planning
Challenge: Needing to address multiple areas of your nonprofit and develop a comprehensive 3 to 5-year strategic plan?
Solution:
Level 1: Conduct a thorough assessment across all key areas (fundraising, operations, HR, governance, and communication).
Level 2: Create a detailed strategic plan outlining your nonprofit’s goals, initiatives, and growth opportunities over the next 3 to 5 years.
Level 3: Guide leadership in executing the strategic plan, tracking progress, and adjusting strategies as needed.
Level 4: Provide long-term support to ensure the plan’s success, continuously evaluating and refining strategies to adapt to new challenges and opportunities.
CONTACT ME
Start Solving Your Nonprofit’s Challenges Today—Book a Free Strategy Session by completing this form or giving me a call at (541) 601.9884.
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