Strategic Planning & Alignment: Multi-year strategic plans, executive and board retreats, priority-setting frameworks, and operating roadmaps.

Board Governance & Engagement: Role definition between boards and executives, and improved decision-making structures.

Governance Frameworks & Documentation: Bylaw reviews and updates, board handbooks, governance calendars, and special task-force charters.

Board & Executive Talent Development: Board orientation and onboarding, skills and knowledge assessments, mentorship frameworks, and succession planning.

KPIs, Analytics & Decision Support: KPI development, business analytics reporting, dashboard design, and profit & loss and cost-center review.

Roles, Accountability & Financial Literacy: Roles and responsibilities matrices, financial literacy education for executives and boards, and clarity around financial decision-making authority.

Cash Management, Reserves & Investment Strategy: Operating and working capital reserve targets, banking and investment partnerships, endowment investment review, and payout policy guidance.

Fundraising Strategy & Annual Revenue Planning: Annual fundraising goal setting, integrated revenue planning, donor and sponsor pipeline development, and performance tracking.

Donor, Sponsorship & Earned Revenue Optimization: Donor and sponsor cultivation and stewardship frameworks, membership and benefits program analysis, sponsorship strategy, and special-event goal setting and execution support.

Human Capital Strategy & Compensation Design: Recruitment and retention strategies, salary banding and compensation analysis, benefits review, bonus and incentive structures, deferred compensation, and executive earned time off programs.

Performance Management & Leadership Evaluation: Performance evaluation systems, training frameworks, and accountability structures that support growth and excellence.

Roles, Workflow & Organizational Clarity: Audit and redesign of job descriptions, role clarity frameworks, and workflow reset programs.

Employee Engagement & Experience: Employee satisfaction surveys, engagement analysis, communication insights, and recommendations to strengthen culture, retention, and trust.

Operational Planning, Review & Course Correction: Annual goal setting, leadership retreats, budget development and tracking systems, alignment of operational goals to strategic plans, effort-versus-reward analysis, mid-year reviews, and course correction support.

Culture & Organizational Effectiveness: Mission, vision, and values development; culture assessments; reorganization planning and execution; industry benchmarking.

Customer & Community Experience Design: First-class customer service standards, customer satisfaction surveys and action planning, partnership criteria, and experiential design across customers, members, and community touch-points.

Operational Efficiency & Capacity Planning: Hours-of-operation analysis, staffing efficiency reviews, workflow optimization, and adoption of AI tools to improve organizational effectiveness.

Change Management & Ways of Working: Meeting charters, rules of engagement, communication norms, and leadership practices that support healthy change and sustained performance.

Policies, Procedures & Organizational Readiness: Standard operating policies and procedures inventory and development, employee handbook review and implementation, emergency and continuity planning, and organizational readiness frameworks.

People, Volunteer & Program Operations: New hire onboarding and off-boarding programs, volunteer best practices, and operational frameworks for festivals, events, venues, and public-facing programs.