Health Check
Free Organizational Health Check
7-10 minutes to complete
Ten minutes today can reshape the next ten years of your mission.
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"The Organizational Health Check is a complimentary, guided assessment that gives you a clear snapshot of where your organization stands across Strategy, Planning, and Culture. In seven to ten minutes, you answer focused questions that surface patterns, gaps, and strengths that often stay hidden. You receive an actionable summary highlighting your highest‑priority areas for growth. No guesswork, no obligation, no sales pitch. It’s a quick diagnostic conversation with your organization, built from years of work with mission‑driven teams, and for many clients, it’s the moment clarity begins.
Strategy and Planning Services
Full Strategy Development
​Your mission is too important for a strategy that lives in a drawer.
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Full Strategy Development is end-to-end guidance through every stage of building a strategy, from discovery and stakeholder alignment to drafting, refinement, and launch. Through collaborative working sessions, we bring together your leadership team, board members, and key voices to surface insights that no single leader holds alone. The process is iterative by design: each draft is shaped by honest feedback and structured group activities that ensure every perspective is heard. By the end of the engagement, your organization will hold a clear, actionable strategy document, along with the shared understanding needed to execute it with confidence. This is comprehensive strategic planning built for teams that want to move forward together.
Typical engagements are 4-8 weeks
Custom Strategy Development
You don't need to start over. You need the right support in the right places.
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Custom Strategy Development is focused consulting for the specific strategy elements your organization wants to strengthen. Whether you need to sharpen your theory of change, redesign your program model, or clarify your competitive positioning, this service meets you where you are. We begin with a targeted assessment to understand your current strategic landscape, then design a scope of work built around your priorities, not a one-size-fits-all process. Working sessions are structured around your team's needs, and deliverables are tailored to fill the gaps that matter most. The result is targeted strategic clarity without the time and investment of a full engagement.
Typical engagement times vary
Strategy Refresh
Honor what's working. Honestly assess what isn't. Move forward with renewed purpose.
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A Strategy Refresh is designed for organizations that already have a strategic plan but need to review, refine, and update it for the next period. We facilitate a structured review process that examines your existing strategy against current realities — what's changed in your landscape, what's delivering results, and what needs to shift. Through transparent communication and guided frameworks, your leadership team evaluates progress honestly and builds forward momentum rather than starting from a blank page. The outcome is a refreshed strategy that carries the best of your past work into the future, with clear priorities for the road ahead.
Typical engagements 4-8 weeks
OKR Design & Implementation
Turn strategic ambition into measurable commitments your team can own.
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OKR Design & Implementation translates your strategic priorities into Objectives and Key Results: measurable, time-bound goals that connect daily work to your mission's biggest bets. Using a structured framework, we guide your team through the process of defining what success looks like at every level of the organization and building the accountability rhythms to track it. Collaborative working sessions ensure that OKRs aren't imposed from the top but co-created with the people responsible for delivering on them. Your team leaves with a clear set of OKRs, an implementation plan, and the alignment needed to make goals a living part of how you operate.
Typical engagements 3-5 weeks
Portfolio Planning & Prioritization
When everything feels urgent, the hardest, most important work is choosing where to focus.
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Portfolio Planning & Prioritization helps your organization evaluate all of its programs, initiatives, and investments side by side so you can focus resources on what matters most. We design and facilitate an assessment-driven process using transparent criteria that your leadership team defines together: impact, feasibility, alignment with mission, cost, and strategic fit. Structured group activities ensure that prioritization decisions reflect collective judgment rather than the loudest voice in the room. The result is a clear portfolio view and a defensible rationale for where to invest, where to sustain, and where to sunset so your team can pursue fewer things with greater depth and confidence.
Typical engagements 2-4 weeks
Monthly Strategy Review Design & Facilitation
Strategy isn't a document, it's a discipline. Build the ROB to make it real.
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Monthly Strategy Review Design & Facilitation builds a repeatable review rhythm that keeps your leadership team connected to strategic progress month after month. We design the review format, facilitation guide, and reporting templates, then facilitate the first sessions alongside your team so the practice becomes second nature. Each review is built around iterative refinement: what's on track, what's off course, and what needs to change. The goal is not another meeting on the calendar. It's a sustainable practice that turns your strategy from a static plan into a living management tool your team trusts and uses.
Typical engagements 1-2 weeks
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Positive Organizational Culture Services
Cultural Assessment & Coaching
Typical engagements 4-10 weeks
You can’t change what you can’t see, and culture hides in plain sight.
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Cultural Assessment & Coaching reveals the patterns and dynamics shaping how your team actually works, then guides leaders through targeted shifts. We start with a diagnostic assessment that examines communication, decision‑making, trust, and the gap between stated values and lived experience. You receive clear, honest feedback that prompts reflection. From there, we coach your leaders to identify the highest‑leverage cultural changes and build practical plans to sustain them. This is for organizations ready to look directly at their culture and strengthen it.
Role Guide & Career Pathways
Typical engagements 4-6 weeks
When people can see where they're going, they bring more to where they are.
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Role Guide & Career Pathways creates transparent role expectations, growth opportunities, and advancement paths for every team member in your organization. Using guided frameworks, we work with your leadership to define what success looks like in each role: the competencies, responsibilities, and contributions that matter, and map clear pathways from one level to the next. Structured group activities involve managers and team members in the process, ensuring that the frameworks reflect real work and real aspirations. The outcome is a practical, equitable system that helps your people understand where they stand, what's expected, and how to grow by reducing ambiguity and strengthening retention across your organization.
Want support strengthening culture and roles?
Assess Your Team's Needs
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Online Need Assessment Tool
10-15 minutes to complete, report delivered in one business day
Generate a complete report assessing strengths and opportunities, and how consulting can help.Â
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Free with no obligation or sales pitch. Results are delivered within one business day. Login or account sign-up required to serve you better.