RESOURCES
Tools and frameworks for nonprofit leaders.
Downloadable resources built from real consulting work — free to use, practical from the first page.
STRATEGIC PLANNING
Strategic Planning Readiness
Assess whether your organization is positioned to begin a meaningful planning process.
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Strategic Plan Health Check
Twelve questions to evaluate whether your current plan is still serving your organization.
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BOARD GOVERNANCE
Board Health Check
Benchmark your board's current effectiveness across governance, culture, and engagement.
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Board Cultivation Cycle
Map the pipeline from prospect identification to active, engaged board membership.
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Board Nominating Matrix
Identify gaps in your board's composition and build a stronger recruitment slate.
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Understanding Bylaws
A plain-language guide to reading your bylaws before you need them in a crisis.
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Robert's Rules of Order
Essential parliamentary procedures for boards who want well-run, legally sound meetings.
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BOARD DEVELOPMENT
Board Member Orientation
Template and facilitation guide for welcoming and preparing new board members.
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Essential Board Policies
The core policies every nonprofit board should have in place — and what they need to say.
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Board Handbook Guide
A framework for building a board handbook your members will actually reference.
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OPERATIONS
Operations Audit
Assess your administrative and operational infrastructure against nonprofit best practices.
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Onboarding & Orientation Guide
A staff onboarding framework that builds belonging and operational fluency from day one.
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SPEAKING & TRAINING
Available for conferences, convenings, and in-organization training.
I design and deliver workshops on board governance, strategic planning, facilitation practice, and organizational health — customized to your audience and format.
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Board leadership and governance fundamentals
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The governance–management distinction
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Circles in strategic planning
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Building organizations that last
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Organizational trauma and recovery
Ready to talk about your organization?
A 30-minute call. No pitch. Just a real conversation about where you are and whether I'm the right partner.