services for small nonprofits

We believe that professional support should be accessible for small nonprofits too.

(And we actually know what “small” means.)

coaching + training + consulting all-in-one

The (Not So) Lonely Leader Substack

$15/mo

With your subscription, each month you’ll get one article that covers a real-life challenge in nonprofit leadership with concrete, actionable advice.

You also get resources that wrap around that article and provide further capacity-building:

  • Easily digestible 10-25 min recorded video micro-training on the topic of the month.

  • When relevant, templates and other downloads relevant to the topic of the month and adaptable for your organization.

  • Exclusive access to (Not So) Lonely Leader Subscriber Office Hours:

    • two 30 min. sessions per month

    • come ask me your burning questions about the topic of the month, and connect with fellow nonprofit leaders who can become an extension of your support system

  • Access to archived articles and downloads.

  • 6 - 10 chances per year to win a free 1:1 coaching session.

Check it Out!

strategic planning

Strategic planning is important for any nonprofit, no matter the size. For small nonprofits, it can be the difference between constantly “just getting by” and building the foundation for sustainable income and programming.

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Every package includes a 37-page comprehensive Strategic Planning Guide

Walks you through the same process we use when we provide full-suite external facilitation and research.

  • Includes definitions, examples, tips and suggestions, important considerations, guidance for tailoring it all to your specific organization and circumstances,

  • Think of it like a workbook/textbook for strategic planning.

  • Includes Google Forms templates for board+staff and external stakeholder surveys (can easily be imported into Survey Monkey).

  • Saves you the time and guess work it takes to comb through (often conflicting) articles and examples online.

  • Gets your whole team (board + staff) on same page about the purpose, process, and end product of strategic planning.

  • Helpful for newbies and experts alike

packages

We created these self-guided strategic planning packages so that small nonprofits can get expert, clear guidance without paying 10s of thousands of dollars for full-suite external facilitation and research.

Partial Facilitation

Comprehensive Strategic Planning Guide

6 Q&A consult hours

expert review of your Strategic Plan

4 custom facilitated retreat hours

$4935

Guided Review

Comprehensive Strategic Planning Guide

6 Q&A consult hours

expert review of your Strategic Plan

$2155

Self-Guided+

Comprehensive Strategic Planning Guide

4 Q&A consult hours

$1065

Self-Guided

Comprehensive Strategic Planning Guide

2 Q&A consult hours

$595

Not your grandpa’s Strategic Plan: These aren’t detailed, bulky documents or complex spreadsheets that pin your organization down under their unnecessary weight. You’ll be creating concise, nimble Strategic Plans.

how it works

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You’re creating your Strategic Plan, using the Guide.

We recommend giving yourselves a generous 6 months total, from start to finish.

  • The Guide walks you through how to facilitate the process internally. It will include creating a Strategic Plan Task Force to lead and manage the process.

  • No matter what package you choose:

    • we’ll work together to determine how you want to use your consultation hours – this part is flexible to meet your specific needs.

    • you can feel free to email us with clarifying questions if there’s anything in he Guide that isn’t clear to you

When your package includes review . . . .

We will review your Strategic Plan elements and provide comments and suggestions once., but we’re happy of course to answer questions about our comments – this works best via shared, online documents and answering questions within the document.

  • You can choose for us to do this review after the Strategic Plan Task Force has created the first drafts (and before they’re presented to the full board) or after the full team has discussed and provided their input. (We can help you determine which would be best in your case).

  • It’s often a good idea to save one of your consultation hours for going over the review.

When your package includes a facilitated retreat . . . .

Usually, this retreat is used at the end of the process, for us to wrap up the finalized strategic plan together and begin to talk about implementation plans.

  • Sometimes, part of the strategic planning process can become contentious or difficult to reach common ground – in that case, you may decide to use the retreat time for working through stumbling blocks.

  • This isn’t a pre-boxed retreat – it’s tailored specifically for you, and we’ll help you determine when and where in the process to hold it and what the agenda should be.

executive transition

Get the First 90 Days Right by Starting Now

better executive longevity

higher senior staff retention

continued confidence of donors, volunteers, and program participants

less disruption to programs and operations

strong outcomes of your recruiting

protection of your time and $$ investment in the hiring process

Every package includes a concise but comprehensive Executive Transition Guide

Walks you through the process, with suggested timelines, processes, and action item checklists, best practice in interviewing, etc.

Delineates what is the outgoing Executive’s responsibility and what is the Board’s responsibility.

You can reach out any time with questions for clarification if anything in the guide isn’t clear to you.

You choose how you use your consultation hours.

packages

Facilitation + Coaching

$4535

Comprehensive Executive Transition Guide

3 Q&A consult hours

expert review of Exec Transition materials

2 custom facilitated retreat hours

4 coaching hours for new ED

1 joint coaching hour for new ED + Board Chair

Partial Facilitation

Comprehensive Executive Transition Guide

3 Q&A consult hours

expert review of Exec Transition materials

2 custom facilitated retreat hours

$3360

Guided Review + Coaching

Comprehensive Executive Transition Guide

2 Q&A consult hours

expert review of Exec Transition materials

4 coaching hours for new ED

1 joint coaching hour for new ED + Board Chair

$2290

Guided Review

Comprehensive Executive Transition Guide

2 Q&A consult hours

expert review of Exec Transition materials

$1265

Self-Guided

Comprehensive Executive Transition Guide

1 Q&A consult hour

$340

We’re learning about best practice in Executive Transition and want to make sure we’re prepared and/or our budget is very tight but we still want some expert guidance: Self-Guided.

We want to make sure that the plans we’ve put together (succession clauses in Bylaws, position description, recruitment plan, onboarding plan, first 90 days plan, first year plan) are realistic and follow best practice: Guided Review.

We’ve had some leadership instability or we might be hiring someone new to leading a nonprofit: Guided Review + Coaching.

We’ve got a contentious issue or two to work through in this process: Partial Facilitation.

We have a combination of challenges and/or want to be sure we’re fully covered: Facilitation + Coaching

Which package should we get?

Schedule a Free Consultation