Board Development

	Board assessment and training
	Retreat facilitation
	Board/Staff relationship assessment
	Recommendations that are practical and achievable
	Measurable outcomes which enable you to function more effectively in the future without outside support.

Strategic Planning/Mission Clarification

	Develop a plan that defines issues to be addressed to achieve your vision
	Define what needs to be done, by whom, by when and with what resources
	Community or client needs assessment
	Focus groups
	Conduct group meetings or retreats
	Contingency planning

Organizational Analysis

	Organization studies
	Organization planning/design
	Merger/collaboration
	Change management

Financial Management

	Financial Management Overview
	Financial Management Policies, Practices, and Procedures
	Productivity Measurement
	Accounting
	Cash and Investment Management
	Budgeting
	Training
	Fund Accounting
	Cash Flow Analysis / Forecasting

Information Management Needs

	Prioritize IT needs
	Technology and Staff assessments
	Work Flow Analysis
	Evaluate contributor, web, and productivity software
	Development of a technology plan, including training and maintenance requirements
	Help to engage technology resources

Marketing and Public Relations

	Conducting and interpreting market research
	Evaluating existing services or programs
	Conducting focus groups and analyzing and implementing results
	Creating brand recognition (logo) programs
	Formulating market strategy
	Developing and measuring action steps
	Conducting retreats for key program participants
	Develop a plan and engage resources

Human Resource Management

	Human Resource Audit
	Review of policies, practices, and procedures
	Compensation Study
	Benefits Study
	Performance Evaluation Process
	Recruitment
	Training
	Strategic Planning

Funding Strategies

	Fund development planning
	Detailed organization assessment
	Contributed income assessment and planning
	Endowment and planned giving
	Analysis and development of retail operations
	Fund development training for board of directors, development committees, and persons handling contribution solicitations