Strategy & Solutions

Strategic Planning

Clarity that guides decisions and accelerates impact.

We help leaders design actionable, collaborative plans that bring vision to life. Whether you’re navigating change, planning for growth, or aligning teams around a shared direction, we guide the process from assessment through implementation.

What’s Included:

• Stakeholder interviews and data gathering

• Vision, mission, and values refinement

• Strategic issue identification and prioritization

• Strategic and operational plan development

• Financial and sustainability considerations

• Board, cabinet, or leadership team facilitation

• Implementation planning, milestones, and accountability structures

• Support for launch, communication, and adoption

Ideal For:
Organizations seeking alignment, clarity, and a clear roadmap for the next 3–5 years.

Investment (starting at):
Strategic planning engagements typically range from $8,000 for smaller organizations to $25,000+ for larger or more complex scopes, depending on size, complexity, and timeline.

Systems & Process Improvement

Better systems create better outcomes.

Operational clarity is the foundation of organizational health. We help you assess current workflows, identify gaps, and redesign systems that improve efficiency, communication, and performance, so your operations truly support your mission.

What We Support:

• Process mapping and redesign

  Cross-department workflow alignment

  Technology, data, and reporting integration

  Standard operating procedures (SOPs) and documentation

  Change management and implementation planning

  Continuous improvement structures and performance measures

Outcomes:

• Reduced inefficiencies and bottlenecks

• Better cross-team communication

• Streamlined workflows and clearer roles

• Stronger internal controls and accountability

• More time and energy for mission-critical work

Investment (starting at):
Systems and process improvement engagements generally start around $3,500 for assessments, with more in-depth projects typically ranging from $6,000–$12,000 depending on scope and duration.

Expert support when you need it most.

When your team is stretched thin or facing major transitions, we fill the gap with strategic, hands-on leadership. Our fractional, project-based, and advisory services help organizations move forward without losing momentum.

Examples:

• Fractional CFO/COO or operational leadership

• Interim leadership support

• Special project oversight and implementation

• Budgeting and financial strategy (especially K–12 and nonprofits)

• Grant management, compliance coaching, and process design

• Department or initiative-level leadership and capacity building

• Ongoing advisory support for executive and operations leaders

Ideal For:
Organizations experiencing growth, restructuring, leadership transition, or high-stakes initiatives — or those seeking ongoing strategic partnership without adding full-time staff.

Investment (starting at):

• Fractional & Retainer Support

  • Essential advisory support beginning around $2,000–$2,500/month

  • Higher-intensity fractional or multi-area support starting at $4,000–$6,500/month, depending on hours and scope

• Project-Based Leadership

  • Special projects and implementation engagements generally begin around $3,500 and are scoped based on complexity and timeline.

Fractional & Project-Based Leadership

Strategy Across Sectors

Our strategic and operational work adapts across different environments — because every organization needs alignment, clarity, and strong systems.

Education

System and strategy support for districts, schools, and educational organizations — including budgeting, operations, compliance, and district-wide improvement efforts.

Nonprofit & Mission-Driven

Strengthening the operational backbone behind your mission through planning, systems design, and capacity building.

Athletics & Performance Leadership

Strategic consulting for athletic departments, programs, and teams — from culture and structure to program development and planning.

Corporate & Private Sector

Process improvement, strategic planning, operational alignment, and performance-focused leadership support.