This is a focused, high-value strategic engagement. It is the mandatory first step for every client interested in Partnership Services because the clarity it provides is the non-negotiable foundation for success. Depending on the complexity of your current situation, this session will take between 1.5-3 hours.
Cost: $300
This is an intensive working session where we build your organization's strategic foundation together. This five phase process bridges the gap between your powerful vision and the day-to-day reality of your work, activating the pillars of nonprofit success: Clarity, Confidence, Capacity, and Connection.
As a leader of a small nonprofit, you hold the entire vision for your organization in your head. You know why your work is vital, but articulating that in a way that inspires donors, activates your board, and focuses your team can feel impossible.
This lack of a single, clear message is the root cause of stalled funding, team burnout, and operational overwhelm. The C.L.E.A.R. Foundation Session was designed to solve this problem at its core. It is a dedicated space to get the powerful, strategic story out of your head and onto a single page.
This isn't about creating more work for you; it's about creating the foundational clarity that makes all future work easier, more efficient, and more impactful.
Step 1: Prepare Your Materials
When you're ready to book, gather your key organizational documents (e.g., mission/vision, annual reports, strategic plan). Place them in one single shared Google Drive folder so they are ready for you to access and reference during our live session.
Step 2: Book Your Working Session
Choose a time on our calendar that works for you. During the booking process, you will be required to submit the link to your shared Google Folder. Payment completes the reservation and locks in your session time.
Step 3: The 2-Hour C.L.E.A.R. Working Session
We meet for our focused, collaborative session. Using your documents as a reference, we will build your Blueprint together on a shared screen, working through each phase of the C.L.E.A.R. framework. I facilitate the process; you provide the expertise.
C - Core Problem: We will define the essential, heart-centered story of your mission. We’ll anchor your work in its fundamental human purpose, creating a powerful claim that connects emotionally and makes people say, "Tell me more."
L - Listen & Learn: We will build the intellectual foundation for your work, moving from a heartfelt belief to a credible, evidence-based strategy. Because passion inspires but evidence persuades, we will uncover the proof that gives donors the rational confidence they need to invest.
E - Experiences: We will transform your data into the specific, human stories that demonstrate your impact. By developing a portfolio of tangible, relatable experiences, we will build empathy and make your mission memorable.
A - Alignment: We will create the connection between your authentic identity and your strategic actions. This prevents the organizational "accidents"—like burnout and mission drift—and transforms good intentions into focused, sustainable impact.
R - Reporting: We will establish your public commitment to stewardship and accountability. This is where your “Knowing” becomes “Telling.” We will define the key metrics that prove your work is bearing fruit and build a simple system to transform one-time supporters into lifelong partners.
Step 4: Receive Your Personalized Framework
While the strategy is finalized during our session, I will take care of the final polish. Within 48 hours, you will receive your full C.L.E.A.R. Framework, along with a walkthrough video, ready to be shared with your team.