Helping organizations to thrive through leadership development, planning, fundraising and systems integration.
Services
Leadership Coaching & Training
Effective leadership at all levels of an organization is critical for the success of that organization's mission. Often outside support through training or coaching can help people at all levels in an organization better understand their role in the organization, build skills to grow their success, or get an outside perspective on the issues their organization is facing. Here are some areas of training and support that I can offer:
Board Governance Training
Coaching for Executive, Development and Program Staff
Effective Communication Training/Coaching
Understanding Non-Profit Finance Training/Coaching
Strategic, Development & Operational Planning
Having a plan is important for all organizations. Strategic, development and operational plans help leaders prioritize tasks, distinguish between what is important versus urgent day to day activities, and makes sure that there is overall mission alignment across the organization. These plans also help empower the leadership of everyone in the organization because they have a clearer idea of where the organization is going and the places that they can express their own creativity and leadership.
I can co-design inclusive planning processes with you that fit within the culture of your organization and engage multiple levels of organizational stakeholders. These planning processes can range from fully facilitated processes where I generate a planning report at the end of the process for you, to helping you design a process that is facilitated and reported on internally. Let's work together to make the right plan for you.
Donor Data, Program Data & Finance Integration
Understanding programmatic, funder and financial data is critically important in the success of non-profits and other organizations. Having solid systems in place for each of these data sources individually is essential in meeting an organizations mission. However, in most organizations these data systems are often siloed into different departments. By taking a more integrated approach to your data systems you can better evaluate your program success, tell the story of your programs to funders, and increase organizational revenue. Here are the services I provide to make all of your data systems more effective:
Donor Database Optimization
Organizational Logic Model Development
Budget & Finance Dashboard Development
Full Donor, Program & Finance Integration
Outsourced Chief Finance Officer (CFO) / Finance Director Services
Grant Writing
A major source of funding for many organizations is support from foundations and other granting agencies. I have successfully raised millions of dollars from local, regional, national and government grant making agencies and organizations. Grant writing services include:
Individual grant writing (including government grants)
Ongoing grant prospecting, writing & reporting services
Grant system analysis and coaching
About Me
Non-profit organizations are the backbone of our communities, tackling difficult issues and too often doing it on shoestring budgets. I have worked in non-profits of various sizes for 30 years, supporting their growth in programing, fundraising and overall organizational development. These organizations include large national organizations like the Unitarian Universalist Association, direct service organizations like the Poverello Center & Missoula Food Bank & Community Center, and small advocacy and education organizations like UU Mass Action and Empower Montana. I also have a Master's Degree in Organizational Leadership and a Certificate in Servant Leadership from Gonzaga University.
My goal is to make sure these critical organizations can thrive while they achieve their missions. What I have that is special to offer your organization is the depth and breadth of my experience, along with the understanding that every organization is unique with its own set of strengths and challenges.
I live in Missoula, Montana with my wife Natalie who is an educator in the Missoula County Public Schools. We have two adult aged children who we enjoy hanging out with. When we are not at home you can find us having adventures across all the beautiful landscape that the Northern Rockies has to offer.
I look forward to the opportunity to help make your organization thrive.
A discovery session is a free 45 minute video meeting, phone call or in person meeting where we get a chance to learn more about we hope to achieve together.