Financial Services
We use specialized software and benchmark data.
Our objective is to help your organization achieve a projected 15% increase in unrestricted net assets over 3 years.
This helps us find inefficiencies and new revenue potential.
Key deliverables include:
A comprehensive Financial Health Report
A tailored Revenue Diversification Strategy (outlining at least 3 new potential funding streams)
An optimized Program Budget Allocation Model
Our objective is to help your organization achieve a projected 15% increase in unrestricted net assets over 3 years.
We also aim to enhance financial resilience, leading to an improved operating reserve ratio and less reliance on single funding sources.
Implementation Support: Turn Strategy into Results
Our commitment goes beyond planning; we provide active implementation support. We ensure your strategic plan is effectively executed and delivers measurable impact.
Our team partners with your staff to create a comprehensive implementation roadmap. This roadmap includes specific tasks, assigned responsibilities, and realistic milestones with weekly deadlines over a 12-month period.
We facilitate bi-weekly progress meetings and set up a customized performance dashboard. This allows for real-time tracking of KPIs.
We also offer targeted training on project management, such as Agile methodology for nonprofits.
Key deliverables include:
An Implementation Toolkit
Quarterly Progress Reports
A final Impact Assessment Report
Our success is tied to yours. We aim for a minimum of 90% achievement rate for Q1 milestones. This ensures demonstrable progress toward your strategic objectives, helping your organization create a greater community impact.
