Signature Services for
Emerging Nonprofits
Designed to meet you exactly where you are.
Nonprofit Startup Program
A step-by-step roadmap for launching your organization the right way.
Perfect for founders, new Executive Directors, or groups preparing to incorporate.
Includes:
- Clarifying mission, vision, values
- Naming, purpose statements, and IRS compliance guidance
- Drafting bylaws & board roles
- First-year organizational structure
- Building committees (fundraising, programs, finance, governance)
- First-12-month operating plan
- Templates & tools you can reuse
Format:
Self-paced modules + optional coaching add-on.
First Board Formation & Governance Development
Build a board that leads, not one you drag.
You’ll receive help with:
- Recruiting founding board members
- Writing role descriptions
- Conducting the first board meeting
- Governance training (so they know what the law requires)
- Creating board expectations, agreements, and accountability
- Setting up committee structure
- Succession planning basics (most founders skip this — and regret it)
Volunteer Program Design
Build a volunteer corps that is organized, aligned, and energized.
- Volunteer pipeline & onboarding
- Role descriptions & expectations
- Scheduling and retention systems
- Communications & recognition plans
- Risk management and safety practices
- Templates for forms, waivers, and workflows
Consulting Program Offering
Getting Started
Getting Started
Pave the way to Success with Foundational Basics.
Creating a Board
Creating a Board
Building a Board and Charting the Vision. Let’s create this together.
Launch and Beyond
Launch and Beyond
Charting the course ahead is crucial.
Fundraising for New Nonprofits
Your first donors, first campaigns, and first funding strategy — all mapped out.
- First-year fundraising plan
- Donor messaging & storytelling
- Creating simple campaigns that actually work
- Events vs grants: what to do first
- Building donor database habits early
- Setting up tools (CRM, email, payment processing)
Mission, Vision & Strategic Planning for Year One
Purpose-driven planning — not a binder that collects dust.
You’ll walk away with:
- A clear mission and vision you can say in one breath
- 3–5 strategic priorities for your first 12–18 months
- A simple plan that you can follow — and your board can support
- KPIs, milestones, and accountability check-ins
- A roadmap that aligns board, staff, and volunteers
Ways to Work with Me
Done-With-You Coaching Programs
For leaders who want a guide, a strategist, and a thought partner.
Weekly or bi-weekly coaching
Includes templates, board scripts, agendas, planning documents, and accountability.
Turn-Key Programs You Can Purchase
Coming as downloadable modules or bundles:
- Nonprofit Startup Kit
- First Board Formation Guide
- Volunteer Management Blueprint
- First-Year Fundraising Accelerator
- Purpose, Mission & Vision Builder
- Year-One Strategic Plan Builder
These can be sold directly on your website (and I can help structure the product
descriptions).
Custom Consulting for Emerging Nonprofits
Tailored support for founders, EDs, or small boards:
- Facilitation of board retreats
- Writing or revising bylaws
- Drafting founders’ agreements
- Strategic planning sessions
- Coaching for board chairs
- Crisis management or conflict navigation
- Organizational assessments
Why Work With Me?
For more than 30 years I’ve led nonprofits, large and small — including national organizations, capital campaigns, board restructures, financial reorganizations, and crisis recovery initiatives.
Clients describe me as:
- An “expert guide in moments of complexity”
- “Calm in the storm and precise in strategy”
- “A bridge-builder who unites leaders and volunteers”
- “A strategist with the ability to see both the big picture and the critical details that drive sustainable results.”
