Strategic Planning

“Amy did an excellent job ensuring every area of our business and governance were considered within our plan…Amy always insists on a strong implementation plan.”
— William H. Porch, CEO, ACTS

A strategic plan serves as a roadmap and as a tool for assessing progress. It should be nimble, responsive to change, and provide practical implementation. It serves as a guide that provides vision, direction, drives actions, and measures progress. It helps an organization achieve its goals and make an impact in an ever-changing world.

We know each organization is unique and we customize our process to fit your needs and goals. We are flexible, hands-on, and bring broad and deep nonprofit experiences to help facilitate the process. We believe the process should be collaborative and include input and participation from all stakeholders. We promise to build an inclusive planning process.

Not ready for a full plan, consider Strategic Planning or Board Develop Mini Sessions.

Governance and Board Development

Strong governance is the foundation of a successful nonprofit.
It provides oversight, accountability, and the checks and balances that ensure mission focus and long-term sustainability. Through effective board governance, organizations strengthen performance, reduce risk, and position themselves for stable, responsible growth.

We bring deep nonprofit experience and governance best practices tailored to your organization’s unique needs. We bring deep nonprofit experience and governance best practices tailored to your organization’s needs, meeting you where you are with practical, flexible solutions.

Board Development: Building an engaged, mission-aligned board focused on commitment and impact.

Board Governance: Clarifying legal, ethical, and fiduciary responsibilities so boards lead with confidence.

Training & Education: Customized and ready-to-deploy training, including board roles and responsibilities, fundraising boards, culture of inquiry, and programs designed around your specific goals. Tell us what you need and we’ll build it with you.

Succession Planning

A succession plan strengthens the overall capability of the organization by identifying critical positions, key competencies and skills necessary for business continuity, highlighting potential vacancies and focusing development of individuals to meet future business needs.

We customize our process to fit your needs and goals, but maintain a disciplined approach to produce a solid plan. We are flexible and draw on broad and deep knowledge of nonprofits to support the process. We promise to build an inclusive planning process. Services include Plan facilitation and development, Succession Planning training and CEO evaluation tools.

Executive Search

Strong leadership drives nonprofit success.
Your Executive Director, President, or CEO sets the vision, leads staff, and advances the organization’s mission, while senior development leaders guide fundraising, marketing, and community engagement. Having the right people in these roles is essential to long-term impact and sustainability—and finding them takes time, experience, and expertise.

With years of nonprofit leadership and community-based experience, Amy has helped organizations successfully recruit chief executives and key development and operations staff. If you’re seeking the right leader for your organization, let’s talk.

Leadership Search & Support Services

  • Job description review and development

  • Equitable hiring policies and procedures

  • Executive and senior staff searches

  • Interim Executive Director support

Contact Amy to discuss your organization’s leadership needs.

Resource Development- Fundraising and Community Development

Fundraising and community engagement work best when they are fully aligned. Together, they build awareness, deepen relationships, and generate the resources needed to advance your mission. Strong engagement turns donors into partners, volunteers into advocates, and communities into long-term supporters.

We meet your organization where it is—developing customized, practical strategies that fit your current capacity while creating a flexible framework for sustainable growth. Our approach strengthens both revenue and relationships, ensuring fundraising efforts are mission-driven and community-centered.

Strategy & Planning

  • Fundraising assessments, development audits, and planning studies

  • Comprehensive fund development and engagement plans

  • Individual, corporate, and foundation solicitation strategies

  • Community engagement strategies that support strategic philanthropy

Leadership Development & Support

  • Mentoring and coaching for executive and development staff

  • Building leadership structure for employee volunteer programs

  • Best practices for matching gifts and “dollars for doers” initiatives

Training & Capacity Building

  • Building a diverse revenue portfolio

  • Building a fundraising board

  • Grant research and writing

  • Marketing for fundraising and engagement

  • Navigating corporate and foundation support

  • Strategic thinking for non-executive leaders

    The result: stronger relationships, diversified funding, and a more engaged community invested in your mission.