Marketing
Strategy and operations
We assess the options and write the plan, budget, and funding materials for what comes next.
Who it's for
Nonprofits and growing businesses planning a new service, an expansion, or a pilot, and the funders and intermediaries who support them.
What's included
What we handle
Service assessment
A written comparison of the options, based on your programs, staff, budget, and conversations with the people you serve.
Recommendation
Which services to develop first, and what would need to change for the others to work.
Operating plan
How each service would run, who can take part, and the staffing and systems it needs.
Budget model
An editable budget covering setup and ongoing cash needs, so leadership can test staffing and funding changes.
Funding materials
A funding request and presentation that explain the need, the plan, and how the money would be spent.
Implementation schedule
The first months of preparation and delivery, with review points for deciding when to expand.
How it works
How the work runs
- 1
A short call
We learn the decision in front of you and who needs to be involved.
- 2
Assess
We review your programs, staff, and budget and talk with the people the work would serve.
- 3
Plan
The selected services become an operating plan and a budget leadership can change.
- 4
Fund and launch
We prepare the funding request and the schedule for putting the plan into action.
Questions
Written files your team can keep editing: the assessment, operating plan, budget model, and funding materials.
Yes. Planning work can be scoped in phases, and each phase can be approved on its own.
Yes. Our team can build the brand, website, or program that puts the plan into action.
Bring us your next plan.
A 30-minute call to learn where you are and what you need.
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