Strategic Advice Services

You want to make the most of everything you have to offer. We can help.

Strategic Reviews

Social Media Audit

You Need This If:

You want to evaluate your organization’s social media presence to identify strengths, weaknesses, opportunities, and areas for improvement.

What You’ll Get:

A meeting to discuss the priorities of the audit; review and analysis of the organization’s social media; a meeting to report findings; and a final report containing recommendations.

Email Marketing Audit

You Need This If:

You want to evaluate your organization’s email marketing program to identify strengths, weaknesses, opportunities, and areas for improvement.

What You’ll Get:

A meeting to discuss the priorities of the audit; review and analysis of the organization’s email marketing; a meeting to report findings; and a final report containing recommendations.

Website Content Audit

You Need This If:

You want to evaluate your organization’s website to identify strengths, weaknesses, opportunities, and areas for improvement.

What You’ll Get:

A meeting to discuss the priorities of the audit; review and analysis of the organization’s website; a meeting to report findings; and a final report containing recommendations.

Fundraising Audit (Individual Giving)

You Need This If:

You want to evaluate your organization’s individual giving plan to identify strengths, weaknesses, opportunities, and areas for improvement.

What You’ll Get:

A meeting to discuss the priorities of the audit; review and analysis of the organization’s individual giving fundraising plan; a meeting to report findings; and a final report containing recommendations.

Strategic Planning

Social Media Plan


You Need This If:

You want to take a more strategic approach to your social media channels by planning out your posts in advance.

What You’ll Get:

A meeting to discuss the requirements of the plan; a draft rollout with suggested content and channel selection; a feedback meeting; and a final rollout incorporating your feedback.

Email Marketing Plan

You Need This If:

You want to take a more strategic approach to your email marketing efforts by planning out your emails blasts in advance. 

What You’ll Get:

A meeting to discuss the requirements of the plan; a draft rollout with suggested content and audience list segmentation (if applicable); a feedback meeting; and a final rollout incorporating your feedback.

Communications Plan

You Need This If:

You want to take a more strategic approach to your entire communication infrastructure by planning out your social media, emails, web updates, and other communications outreach in advance. 

What You’ll Get:

A meeting to discuss the requirements of the plan; a draft rollout with suggested content and channel selection; a feedback meeting; a final rollout incorporating your feedback; draft content; a feedback meeting; and a final plan incorporating your feedback.

Individual Giving Fundraising Plan


You Need This If:

You want to take a more strategic approach to your entire individual giving fundraising approach by planning out your emails, events, and other fundraising outreach in advance. 

What You’ll Get:

A meeting to discuss the requirements of the plan; a draft rollout with suggested approaches and channel selection; a feedback meeting; a final rollout incorporating your feedback; draft content; a feedback meeting; and a final plan incorporating your feedback.

Communications Strategy


You Need This If:

You want to overhaul your communications approach by reviewing your organization’s current practices, analyzing opportunities for improvement or expansion, and adopting a new annual strategy.

What You’ll Get:

A meeting to discuss the requirements of the strategy; interviews with key organizational figures; a document review; a draft strategy containing audience analysis, targets, tactics, and metrics; a feedback meeting; and a final strategy incorporating your feedback.

Individual Giving Fundraising Strategy


You Need This If:

You want to overhaul your fundraising approach by reviewing your organization’s current practices, analyzing opportunities for improvement or expansion, and adopting a new annual strategy.

What You’ll Get:

A meeting to discuss the requirements of the strategy; interviews with key organizational figures; a document review; a draft strategy containing donor analysis, targets, tactics, and metrics; a feedback meeting; and a final strategy incorporating your feedback.

Strategic Advice

Communications Advice

You Need This If:

Your organization wants to improve the way it communicates with employees, customers, and community members, among others.

What You’ll Get:

A meeting to discuss the communications challenge you are facing and receive strategic advice to help address it.

Stakeholder Advice

You Need This If:

You organization wants to improve its relationship with with people who have an interest in your organization, including employees, customers, and community members, among others.

What You’ll Get:

A meeting to discuss the stakeholder challenge you are facing and receive strategic advice to help address it.

Fundraising Advice 
(Individual Giving)

You Need This If:

Your organization relies on donations from individuals to support its mission and programs and/or is looking to establish or expand an individual giving program.

What You’ll Get:

A meeting to discuss the fundraising challenge you are facing and receive strategic advice to help address it.

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