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Readiness Blueprint

You can’t build a strategy without knowing what’s actually happening inside your organization.

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This is a comprehensive, honest assessment of your organization’s current state, paired with a clear, prioritized roadmap for what comes next.

What's Included

  • Discovery intake and initial assessment call to define scope and key concerns

  • One-on-one staff interviews to understand internal operations, culture, and capacity

  • Board member interviews to assess engagement, expectations, and governance dynamics

  • Donor database and giving history audit to identify patterns, gaps, and opportunities

  • Community relations and stakeholder review to evaluate visibility, partnerships, and positioning

  • Staff capacity and infrastructure analysis, including systems, workflows, and role alignment

  • Comprehensive written report (15–20 pages) outlining findings, insights, and key risks

  • Clear, prioritized action plan with 90-day, 6-month, and 1-year timelines

  • Live presentation of findings (1 hour) with leadership and/or board, including Q&A and recommendations

  • 30 days of post-delivery email support to help you begin implementation

  • One year of access to the Strategy Lab monthly webinar for continued support

How it Works

1. Book a 15 min Introductory Call below.
 
2. Complete the intake form emailed to you prior to our call.

3. Get ready to move the needle forward in your fundraising journey!

Your BIG WIN is just around the corner- this is the first step in getting there.

Start Your Journey!

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