Readiness Blueprint
You can’t build a strategy without knowing what’s actually happening inside your organization.
This is a comprehensive, honest assessment of your organization’s current state, paired with a clear, prioritized roadmap for what comes next.
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Discovery intake and initial assessment call to define scope and key concerns
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One-on-one staff interviews to understand internal operations, culture, and capacity
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Board member interviews to assess engagement, expectations, and governance dynamics
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Donor database and giving history audit to identify patterns, gaps, and opportunities
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Community relations and stakeholder review to evaluate visibility, partnerships, and positioning
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Staff capacity and infrastructure analysis, including systems, workflows, and role alignment
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Comprehensive written report (15–20 pages) outlining findings, insights, and key risks
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Clear, prioritized action plan with 90-day, 6-month, and 1-year timelines
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Live presentation of findings (1 hour) with leadership and/or board, including Q&A and recommendations
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30 days of post-delivery email support to help you begin implementation
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One year of access to the Strategy Lab monthly webinar for continued support
Small/Emerging Organization: $4,000
Budget Under $500K | 1 - 5 Staff
Mid-Size Organization: $6,500
Budget $500K - $2M | 6 - 15 Staff
Larger Organization: $9,000
Budget $2M+ | 16+ staff
What's Included
Investment
Local: Included
Within 40 Miles
Regional: Mileage Billed at IRS Rate
40 - 100 Miles
Out of Area: Travel Expenses + $150 –$200/Day Travel Fee
100+ Miles or Overnight
Travel Costs
Virtual Options Included at No Cost
How it
Works
Step 1: Book a 15-Minute Introductory Call
We’ll review your organization’s current state, priorities, and determine the right scope for the assessment.
Step 2: Confirm Scope + Pricing
Based on your organization’s size and needs, you’ll receive a clear proposal outlining deliverables, timeline, and total investment.
Step 3: Discovery + Data Gathering
This includes interviews, data review, and analysis across staff, board, donors, and systems.
Step 4: Insights + Action Plan
You’ll receive a comprehensive report and a live presentation with clear, prioritized next steps.
Step 5: Implementation Support
You’ll have 30 days of follow-up support to begin putting the plan into action.
