Facilitating Your Success
Launching a new organization by yourself is like learning to swim by jumping in the deep end. Each stage of the process offers opportunities to be strategic—from the decisions made in the initial paperwork to the framework used to build an organization from the ground up. Our team can help you identify and capitalize on those opportunities, drawing on existing best practices, so you don’t have to reinvent the wheel in areas including:
- Initial strategy, including foundational decisions that lay the groundwork for the organization’s future
- Organizational frameworks to meet different needs, from a lean organization created to receive donations to a robust international structure
- Governance, financial, and operational checklists to ensure all critical policies are in place, as well as policy templates customized to your specific needs
- Advice (and trade-offs!) on different operational systems, such as financial platforms, HR platforms and relationship management platforms like Salesforce, among others
- Development of grantmaking policies, systems, and processes to support a nonprofit serving as a donor collaborative
- Long-term planning roadmaps to help your organization anticipate growth and ensure that its relevant systems are routinely reviewed and improved
