Our comprehensive assessments utilize custom surveys, confidential interviews, and/or facilitated discussions to provide an objective look at your board’s performance, leadership health, and/or employee satisfaction. By identifying key strengths and areas for improvement, we equip your leadership with the foresight needed to boost morale, make wise decisions for lasting impact, and improve your fundraising potential.

Document Review

We take a close look at the documents that shape your organization’s identity and operations, including bylaws, budget, organizational chart, funding strategies, previous strategic plans, and core documents such as your mission, vision, and values.

Custom-Designed Survey

Our custom-designed surveys gather honest, meaningful data from your employees and board members — surfacing perceptions around job satisfaction, benefits, and workplace morale, while identifying the strengths and growth opportunities that shape how your board leads. The result is a clearer picture of your organization’s internal health, giving leadership the insight needed to make informed decisions.

Confidential Interviews

We conduct up to 25 confidential phone interviews with staff, board members, donors, and key influencers. No names are attached to findings, only themes, to ensure transparent feedback on leadership, organizational health, conflict, and overall direction.

Comprehensive Executive Report and Presentation of Recommendations

All findings are compiled and presented onsite in a meeting with leadership covering gaps, opportunities, commendations, and recommendations for moving forward.

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