For Nonprofits

Strategy Design and Implementation
Strategy Cascade Approach: Use the Strategy Cascade framework to design organizational strategy, starting from the top-level vision and mission down to specific goals, initiatives, and plans.
Strategic Planning: Develop clear strategic plans by defining the organization’s main mission and vision as guiding principles.
Environmental Scan: Analyze the external environment, including market trends and competition, to support strategic decisions.
Strategy Mapping: Create visual maps at each level of the cascade to show how the overall vision connects to specific initiatives, ensuring alignment.
Change Management: Develop strategies to manage changes associated with implementing strategy at different organizational levels.
Scenario Planning: Perform scenario planning at each level to prepare for possible future challenges and opportunities.
Theories of Change
ToC Development: Work with nonprofits to create clear Theories of Change that outline the steps from inputs to long-term outcomes.
Stakeholder Engagement: Host sessions to gather diverse perspectives and insights for the ToC development process.
Logic Model Creation: Create visual logic models showing program components, inputs, activities, outputs, and outcomes for better understanding.
Outcome Mapping: Identify specific, measurable outcome indicators that match the ToC for effective monitoring and evaluation.
Theory of Change Workshops: Run workshops and training for nonprofit teams to deepen their understanding of ToC concepts and encourage their participation.
Program Design and Program Implementation
Needs Assessment: Conduct comprehensive assessments to identify target population needs, preferences, and challenges, laying the foundation for program development.
Program Components Design: Develop program components, specifying the range of services, interventions, or activities to address identified needs effectively.
Client-Centered Approach: Tailor programs to meet the unique requirements and cultural sensitivities of the communities or individuals served, prioritizing inclusivity and client involvement.
Resource Allocation: Identify and allocate resources efficiently, optimizing budgeting and resource management for program sustainability.
Program Manualization: Create comprehensive program manuals that document program processes, procedures, and best practices, ensuring consistency and scalability.
Program Testing: Conduct pilot testing and evaluation of program components to refine strategies, identify areas for improvement, and ensure efficacy before full-scale implementation.
Monitoring and Evaluation
M&E Framework Development: Design tailored monitoring and evaluation (M&E) frameworks aligned with program goals and objectives, ensuring the collection of relevant data.
Data Collection Planning: Develop comprehensive plans for data collection, including the selection of appropriate data sources, tools, and methodologies.
Performance Indicator Selection: Identify key performance indicators (KPIs) that align with program objectives, enabling organizations to track progress effectively.
Data Management Systems: Implement data management systems to organize, store, and secure collected data, ensuring data quality and accessibility.
Data Collection and Surveys: Conduct surveys, interviews, and data collection activities to gather quantitative and qualitative data for M&E purposes.
Impact Assessments: Conduct impact assessments to measure the program’s effectiveness and its contribution to desired outcomes.
Process Evaluation: Assess program implementation processes to identify bottlenecks, inefficiencies, and areas for improvement.
Human-Centered Curriculum Design
Needs Assessment: Conduct comprehensive assessments to identify the specific educational needs, preferences, and learning goals of the target audience.
Learner-Centered Approach: Develop curricula that prioritize the needs and interests of learners, ensuring that content is engaging, relevant, and tailored to diverse learning styles.
Curriculum Mapping: Create clear curriculum maps that outline the sequence of topics, learning objectives, and assessment methods, providing a structured overview of the educational journey.
Active Learning Strategies: Incorporate active learning methodologies, including problem-based learning, project-based learning, and experiential learning, to enhance engagement and retention.
Technology Integration: Leverage technology and digital tools to enhance curriculum delivery, providing opportunities for online learning, interactive resources, and blended learning experiences.
Assessment Design: Develop a range of formative and summative assessments that align with learning objectives, ensuring effective measurement of learner progress and attainment of skills and knowledge.
For Foundations

Foundation Strategic Planning and Sector Focus
Assessment of Past Grantmaking: We’ll analyze your organization’s historical grantmaking activities, identifying strengths and areas for improvement. This in-depth review will serve as a foundation for your future strategy.
Sector Analysis: Conduct in-depth sector analyses to identify high-impact areas where the foundation can make a meaningful difference through funding.
Portfolio Analysis: Analyze existing grant portfolios to identify areas of strength, gaps, and opportunities for strategic refinement within the chosen sectors.
Performance Metrics: Define and track key performance indicators (KPIs) specific to the selected sectors to assess impact and grant program effectiveness.
Collective Impact
Common Agenda Development: Facilitate the process of developing a shared vision, common goals, and a common agenda among diverse stakeholders, ensuring alignment of efforts.
Shared Measurement Systems: Design and implement shared measurement systems that enable partners to track progress, share data, and assess the impact of collective efforts accurately.
Mutually Reinforcing Activities: Collaborate with partners to identify complementary activities and interventions that reinforce each other’s work, fostering synergy and reducing duplication.
Continuous Communication: Develop communication strategies that facilitate open and transparent communication among stakeholders, ensuring that information flows effectively throughout the initiative.
Backbone Support: Assist in establishing and supporting a backbone organization or entity responsible for coordinating, facilitating, and providing backbone support for the Collective Impact effort.
Grantee Capacity Building Support
Customized Capacity Building Plans: Develop tailored capacity-building plans for grantee organizations, addressing their specific needs and challenges.
Training and Workshops: Offer skill-building workshops and training sessions to enhance grantee organizations’ knowledge and capabilities.
Technical Assistance: Provide one-on-one technical assistance and coaching to help grantees implement best practices and improve their organizational capacity.
Strategic Planning: Collaborate with grantees to develop or refine strategic plans aligned with their mission and goals, enhancing their ability to achieve long-term impact.
For Social Enterprise and Impact Investors

Market Research
Market Analysis: Conduct comprehensive market analyses to help social enterprises understand the demand, trends, and competitive landscape in their target markets.
Customer Research: Gather insights through customer surveys, interviews, and feedback mechanisms to understand customer preferences, needs, and pain points.
Competitor Analysis: Evaluate the strengths and weaknesses of competitors in the social enterprise’s space, identifying opportunities for differentiation and growth.
Business Modeling
Business Model Design: Collaborate with clients to design innovative and sustainable business models that align with their mission, goals, and target markets.
Revenue Strategy: Develop revenue generation strategies tailored to the organization’s unique offerings, including pricing models, monetization strategies, and funding diversification.
Business Model Canvas: Utilize the Business Model Canvas framework to collaboratively visualize and iterate on the core components of an organization’s business model, including customer segments, value proposition, channels, re
Financial Forecasting: Create comprehensive financial forecasts and projections, including income statements, balance sheets, and cash flow statements, to help organizations understand their financial performance, assess sustainability, and plan for the future.
Financial Due Diligence
Financial Health Assessment: Conduct a thorough review of an organization’s financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health and stability.
Risk Analysis: Identify and analyze financial risks and vulnerabilities, providing recommendations to mitigate potential challenges and uncertainties.
Financial Projections: Develop detailed financial projections, including revenue forecasts, expense projections, and cash flow analyses, to support informed decision-making and strategic planning.
Investment Evaluation: Evaluate financial data and metrics to assess the financial viability and potential return on investment (ROI) for funding opportunities, mergers, acquisitions, or partnerships.
