Nonprofit + SMB Operations

Packages built for real work. Not guesswork.

Every engagement comes with defined deliverables, clear timelines, and transparent pricing. Whether you're untangling a broken process, delivering a critical project, putting operational knowledge onto paper your funders and board can trust, or making a confident technology decision — there's a package that fits where you are right now

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Not sure which service area is right for you? Every pillar has a clear on-ramp — you can start with process, project, or leadership and build from there. Each starting-point package is designed to deliver immediate value, with a path to deeper support as your needs grow.

WHAT WE OFFER

CLARITY. DISCIPLINE. LEADERSHIP.

Three interconnected service areas, each with tiered packages built around your scope, timeline, and budget. Not sure which one is right? Start with a conversation — we'll point you in the right direction.

CLARITY

BUSINESS PROCESS REVIEW

Diagnostic + Roadmap · You'll know exactly what's broken, what's at risk, and what to fix first

Clarity Essentials

$3,500

Perfect for: Small nonprofits or businesses with 1–2 critical processes that need immediate attention. Where the scope is focused enough to complete in 2–3 weeks.

2-3 weeks

  • Current-state mapping of up to 2 workflows, including bottlenecks, risk points, and control gaps

  • Prioritized improvement plan with quick wins and longer-term changes

  • Written Process Assessment Report + 1–2 hour stakeholder workshop

Clarity Plus

$7,500

Perfect for: Organizations with 3-5 interconnected processes or departments that need systemic review

4-5 weeks

  • Full mapping of 3–5 cross-departmental workflows

  • Systemic analysis of process interdependencies and failure points

  • Prioritized roadmap with phased improvement plan

  • Executive-ready report + facilitated leadership workshop

Clarity Premium

$15,000

Perfect for: Organizations undergoing growth, mergers, leadership transitions, or major system changes who need comprehensive process clarity

6-8 weeks

  • Organization-wide workflow mapping and analysis

  • Comprehensive risk, control gap, and compliance review

  • Technology alignment strategy including automation and AI readiness

  • Board-ready report + multiple stakeholder sessions

DISCIPLINE

PROJECT MANAGEMENT AS A SERVICE

Execution + Oversight · Your project moves forward with structure, accountability, and fewer surprises

Discipline Starter

$2,500

1-2 weeks

Nonprofits juggling 1–2 cross-department projects that need structure and clear milestones without hiring a full-time PM.

  • Project Charter: goals, scope, success measures, roles, and decisions

  • Facilitated kickoff session to align key stakeholders

  • Simple, reusable project roadmap with milestones and target dates

  • Reporting toolkit: status templates for team and board levels

Discipline Standard

$9,000

2–3 Months

Mid-size projects — software implementations, process changes, campaigns — that need consistent oversight over multiple months.

  • Full project plan with milestones, owners, and timeline

  • Risk and issue management with visible mitigation plans

  • Change control to protect scope, schedule, and budget

  • Stakeholder communications and weekly status reporting

Discipline Premium

$15,000

4–6 Months

Large, complex, or high-stakes projects — ERP implementations, digital transformations, major fundraising campaigns — requiring intensive leadership.

  • Full program management office setup and governance

  • Executive-level reporting and board communication support

  • Vendor and partner coordination with SLA oversight

  • Post-launch stabilization and knowledge transfer

LEADERSHIP

VIRTUAL CIO / INTERIM TECHNOLOGY LEADERSHIP

Strategy + Oversight · Confident technology decisions that fit your strategy and budget

Leadership Advisor

$2,000/mo

3-month minimum | Ongoing Retainer

Nonprofits without in-house IT executive leadership who need a part-time CIO to set direction and guide vendors alongside existing staff.

  • Monthly strategy session to align technology with your mission

  • Maintain a simple technology roadmap — now, next, later

  • Key IT vendor and contract oversight

  • Quarterly security/risk update for leadership

Leadership Partner

$5,000/mo

6-month minimum | Ongoing Retainer

Organizations without a CIO/IT Director who need consistent technology leadership during growth, transition, or transformation.

  • Strategic planning and IT investment prioritization

  • Full vendor portfolio oversight with performance accountability

  • Security and operational risk management program

  • Leadership coaching and IT capability-building

Leadership Executive

$10,000/mo

8-month minimum | Ongoing Retainer

Organizations in major transition — leadership gaps, mergers, rapid growth — who need comprehensive technology executive leadership.

  • Full interim CIO role with board and executive presence

  • Comprehensive digital strategy and transformation roadmap

  • Staff hiring, onboarding, and capability development

  • M&A or transition technology integration leadership

NOT SURE WHERE TO START

EVERY ENGAGEMENT STARTS WITH A CONVERSATION

We'll spend 30 minutes learning where you are, what's creating friction, and what would make the biggest difference right now. No pitch — just a clear recommendation for your next step.

START WITH A FREE 30-MIN CALL

Let’s start with what you need most

Whether you need end-to-end transformation or targeted support, we’ll help you choose the right next step—and deliver it with clarity and confidence.

We bring over 20+ years of nonprofit and SMB transformation experience to the table.

Complete the form to start the conversation

  • We’ll respond within 2 business days

  • A 30-minute call to understand your goals

  • Clear recommendations and service options