Organizational Assessment
Uncover what’s working, what’s missing, and what’s ready for transformation.
Every organization carries both its passion and its pain—its mission and the behind-the-scenes complexities. An Organizational Assessment is a powerful starting point for growth. It’s not about criticism—it’s about clarity.
Whether you're experiencing growing pains, leadership transition, board challenges, or just feeling stuck, this service offers a compassionate and strategic lens to help you understand where your organization stands today—and where it can go next.
What This Looks Like:
I walk alongside your team to take a deep and thoughtful look at key areas of your organization:
Mission & Vision Alignment
Is your day-to-day work truly reflecting your core purpose? Let’s realign what you do with why you started.
Leadership & Team Health
We’ll assess staff and board dynamics, leadership development opportunities, and organizational culture.
Governance & Structure
Are your policies, processes, and decision-making systems supporting your mission—or slowing it down?
Programs & Impact
What programs are truly making a difference? Are there gaps, duplications, or areas for innovation?
Communication & Engagement
We’ll look at how you connect with your donors, volunteers, and the community—and identify ways to build trust and momentum.
The Process:
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Discovery Session
We start with a conversation to learn your story, your concerns, and your goals.
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Tailored Assessment Tools
Depending on your needs, I provide surveys, interviews, and/or document reviews to gather meaningful insights.
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Summary Report + Strategic Debrief
You’ll receive a clear, actionable summary of key findings, strengths, challenges, and next steps. We’ll walk through it together to create a plan that feels doable—and hopeful.
Why It Matters:
You can’t change what you don’t see. This isn’t about judgment—it’s about awareness, alignment, and empowered leadership. When your structure supports your heart, everything flows better—from funding to staff morale to community impact.
An Organizational Assessment is the first courageous step toward sustainable growth and mission clarity.
Let’s take it together.