
Strategic Planning & Organizational Growth
Overview
SIS provides customized strategic planning for nonprofit leaders seeking to transition from short-term fundraising tactics to long-term sustainability.
This service is designed to align mission, operations, and funding strategy into a cohesive plan that drives measurable impact.
What’s Included?
- Comprehensive Organizational Assessment – Stakeholder interviews, donor analysis, and financial health review.
- Market & Landscape Research – Identify sector trends and funding opportunities.
- Custom Strategic Plan – A roadmap for sustainability, with actionable fundraising and operational goals.
- Stakeholder Alignment Sessions – Engage leadership, staff, and board in key decision-making processes.
- Two Revision Cycles – Ensure final strategy reflects organizational vision.
Timeline (Premium Retainer – Minimum 3 Months)
Month 1: Deep Discovery & Stakeholder Engagement
Month 2: Strategic Visioning & Plan Development
Month 3: Refinements, Finalization & Implementation Support
Investment
$5,000 – $8,500 per month (3-month minimum)
Board & Leadership Development
Overview
Strong governance and leadership are key to nonprofit success. SIS helps organizations enhance board effectiveness, leadership alignment, and strategic engagement through customized workshops and experiential learning experiences.
What’s Included?
- Board Training & Strategy Workshops – Strengthening governance, fundraising, and impact measurement.
- Leadership Alignment & Coaching – Building synergy between EDs, senior staff, and the board.
- Experiential Learning Options – Engage leadership teams through immersive experiences like strategic dinners, coffee conversations, or retreats.
- Governance & Bylaws Review – Supporting stronger leadership structures.
Formats Available – (Custom Workshops & Engagements)
- Traditional Workshop: Structured board training and leadership coaching.
- Experiential Workshop: Wake Up & Smell the Coffee – A strategic engagement over curated coffee experiences.
- Roundtable Leadership Dinner: Exclusive event fostering leadership collaboration in a dynamic setting.
Investment
$4,500 – $7,000 per session (Traditional Format)
$6,000 – $9,000 per session (Experiential Format)
Fund Development & Donor Strategy
Overview
A sustainable nonprofit cannot rely on event-based fundraising alone. SIS works with organizations to build diverse, long-term funding models, ensuring financial resilience.
What’s Included?
- Fundraising Capacity Assessment – Review of existing donor engagement, giving patterns, and infrastructure.
- Customized Fund Development Strategy – Creation of an integrated fundraising roadmap tailored to organizational goals.
- Major Donor Giving Plan – Strategies for securing and maintaining funding.
- Annual Giving & Recurring Donor Program Design – Ensuring year-round financial sustainability.
Timeline – (Retainer Based – 3-6 Months Minimum)
Month 1: Fundraising Audit & Assessment
Month 2: Strategy Development & Implementation Roadmap
Month 3-6: Execution, Training & Ongoing Adjustments
Investment
$4,000 – $7,500 per month (3-6 Month Minimum Commitment)
Thought Leadership & Sector Positioning
Overview
For nonprofit leaders and organizations looking to amplify their voice, share their expertise, and establish themselves as thought leaders, SIS provides positioning, content creation, and publication pitching support.
What’s Included?
- Thought Leadership Strategy – Defining key themes and positioning opportunities.
- Op-Ed & White Paper Development – Writing, editing, and fact-checking key pieces.
- Pitching & Publication Placement – Targeting reputable outlets like Stanford Social Innovation Review, Chronicle of Philanthropy, etc.
- Research & Industry Trend Analysis – Ensuring content is backed by solid insights.
Timeline – (Retainer Based – 3-6 Months Minimum)
Month 1: Discovery & Positioning
Month 2-3: Writing, Refinements & Pitching
Month 4-6: Publication Expansion & Thought Leadership Coaching
Investment
$3,500 – $6,500 per month (3-6 Month Minimum)
Next Steps
- Choose a Service Package: Select the engagement that best fits your organization’s needs.
- Schedule a Consultation: We’ll assess goals and tailor the right strategy.
- Start Your Journey to Long-Term Impact: Whether it’s strategic planning, board enhancement, fundraising sustainability, or thought leadership, SIS is here to guide the way.
Let’s Build Sustainable Impact Together!

