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Helping Nonprofits Build with Clarity, Care & Purpose
Our Services
Every engagement is intentional, collaborative, and rooted in care, designed to support what’s ready to emerge within your mission, your team, and your community.
We meet you where you are and co-create strategy that reflects your values, strengthens your systems, and builds momentum toward lasting impact.
Our Approach
We partner with mission-driven organizations to translate vision into a clear, actionable roadmap. Our approach is anchored in Bryson and George’s Strategy Change Cycle (from the latest edition of Strategic Planning for Public and Nonprofit Organizations, 2024) and 15 years of practical experience and successful strategic outcomes. That means your strategy isn’t just a flashy document but a living tool.
We ask the tough questions, surface honest insights, and help you make decisions that reflect your values and operating realities. By guiding you through a focused, fit-for-purpose process, we help you navigate complexity with greater clarity, confidence, and connection to your mission. The result is an adaptable, research-backed plan that aligns mission, vision, and goals for long-term impact roadmap designed for execution, not to collect dust on a shelf.
Strategy in Motion
For organizations ready to set direction, refine their mission, or build a roadmap that adapts as you go.
Thought Partnership & Strategy Coaching
One-on-one support for executive directors, founders, and senior teams navigating complex decisions. We help you clarify priorities, set goals, and move forward with confidence.
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Think it through: Talk through challenges and surface what really matters.
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Get clear: Turn uncertainty into focused, achievable goals.
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Take action: Leave with tools, options, and next steps.
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Stay aligned: Ongoing support to keep strategy on track and adaptable.
The Alignment Retreat
When your team feels stuck or in transition, a facilitated retreat helps reset. We design half- or full-day sessions (virtual or in-person) to surface challenges, clarify priorities, and strengthen trust—so you leave with clarity and momentum.
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Tailored facilitation: Activities that meet your team where it is.
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Shared clarity: Align on vision, roles, and priorities.
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Next steps: Leave with decisions, commitments, and renewed energy.
Living Strategy Lab
We guide you through a full planning process—from assessing your current state to setting SMART goals and building strategies that fit your mission. The result: a flexible, living plan with tools and timelines you can update as things evolve.
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Name what matters: Identify key issues and opportunities.
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Set clear goals: Define what success looks like.
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Plan smart: Build actionable strategies and timelines.
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Stay flexible: Use editable tools to adapt as you go.
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Check in: Optional follow-ups to track progress and adjust.
Culture, Board & Meetings
For teams who want to live their values, align internally, and deepen how they show up together.
Culture Mapping & Values Activation
Culture drives strategy. We help you define the values you want, assess where you are, and close the gaps. Through workshops and simple tools, your team will align daily actions with shared values—creating a culture that strengthens your mission.
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Assess: Uncover norms, beliefs, and behaviors shaping your culture.
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Define: Clarify guiding values and expectations.
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Align: Identify and address gaps between words and actions.
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Activate: Build practices that make your values visible every day.
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Sustain: Keep culture work alive through coaching and accountability.
Board Energy & Governance Tune-Up
We help boards clarify their role, strengthen governance, and re-engage with purpose. Through focused assessment and facilitation, we define roles, refresh decision-making, and equip your board with simple tools to lead confidently and collaboratively.
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Assess: Identify strengths, challenges, and opportunities for improvement.
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Clarify: Distinguish board oversight from staff execution.
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Align: Set expectations, meeting norms, and decision protocols.
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Focus: Use dashboards or charters to keep strategy top of mind.
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Engage: Reconnect board members to mission, impact, and community.
Meeting Reset & Facilitation Support
Tired of meetings that go nowhere? We help you design and facilitate sessions that drive clarity, inclusion, and action. Whether it’s a team check-in or board meeting, we focus on purpose, alignment, and outcomes—so every gathering moves your strategy forward.
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Design: Create clear, outcome-driven agendas.
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Facilitate: Keep discussions focused and inclusive.
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Decide: Use simple tools to reach decisions fast.
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Follow up: Track commitments so progress sticks.
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Build skills: Train your team to run great meetings on their own.
Reflection & Adaptation
For organizations that want to learn from their work and adjust course for real-world impact.
Breathing Room: Strategic Reflection Tools
The smartest strategy sometimes starts with reflection. In this session, we guide your team through a structured review of recent work—what worked, what didn’t, and why. You’ll gain shared insight, spot new opportunities, and align on what’s next.
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Reflect: Use guided exercises to surface lessons learned.
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Connect: Link insights to your mission and goals.
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Act: Identify next steps and small experiments to try.
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Sustain: Get tools to make reflection a regular practice.
Equity-Rooted Planning Check-ins
Equity isn’t an add-on—it’s a value that should shape every decision. In these check-in sessions, we join your planning process at key moments to help uncover blind spots, elevate underrepresented voices, and align goals with your commitments.
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Audit: Identify where and how equity can be better centered in your process.
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Include: Use surveys or listening sessions to broaden participation.
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Review: Apply an equity lens to your goals and strategies.
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Equip: Share simple frameworks your team can use independently.
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Track: Set clear indicators to measure equitable outcomes.
Facilitated Reflection Practices
We weave quick, engaging reflection activities into your meetings and retreats to spark insight, trust, and creativity. These sessions surface new ideas, strengthen teams, and keep strategy evolving through continuous learning.
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Engage: Use short, creative methods to spark honest dialogue.
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Integrate: Add reflection to regular meetings or retreats.
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Connect: Strengthen trust and communication.
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Apply: Turn insights into next steps and lasting habits.
Leadership Alignment Lab
Bring your leadership team into lock‑step around a shared purpose. Before we get everyone in a room, we hold one‑on‑one discovery calls and gather reflections to surface individual perspectives and tensions. This discovery phase helps us clarify your goals, understand key business issues, and design a custom agenda tailored to your team’s unique challenges.
During a half- or full-day session (virtual or in-person), we use structured facilitation and proven frameworks to break down silos and build powerful alignment. Your team will tackle real organizational challenges, clarify roles, decision rights, and success metrics, and co-create a concise agreement for how you’ll communicate and make decisions together.
After the session, you’ll receive a brief report capturing key agreements, commitments, and next steps. With clear priorities and a unified way of working, leaders make decisions faster, reduce conflict, and drive strategy with confidence.
What’s included:
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Pre‑session discovery: one‑on‑one interviews and reflective prompts to identify priorities and tensions.
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Facilitated alignment session: a custom agenda that reviews discovery insights, develops collaboration skills, prioritizes opportunities, and launches action teams.
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Shared clarity: define leadership roles, decision rights, and coordination practices, and create a clear operating agreement.
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Action plan: a succinct summary outlining leadership commitments and next steps for sustained execution and accountability.
When leaders are aligned on vision and roles, organizations experience better strategic execution, reduced friction, and accelerated growth. This lab gives your leadership the clarity and momentum to breathe and execute confidently.
Custom Tools & Frameworks
Every organization is different, so cookie-cutter tools don’t cut it. We design simple, editable resources—like strategy templates, dashboards, and trackers—tailored to your team’s real needs. Whether you need a one-page plan, a board-facing dashboard, or staff check-in tools, we’ll build what works. You get clear, usable supports that help you keep strategy in motion—without the jargon.
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Plan templates: Goal-setting and strategic plan formats that reflect your language and flow
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Dashboards & trackers: Scorecards and charts to track progress and key metrics
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Meeting guides: Custom agendas, decks, and handouts for strategy-focused sessions
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Training materials: Onboarding tools to help new team members connect to your plan
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Iterative design: We build and refine based on your feedback so tools feel just right
Equity in Practice, Not Just in Principle
We work primarily with small nonprofits and emerging organizations, teams with bold ideas and limited capacity. To ensure access, we offer flexible pricing and payment options designed to meet you where you are.
If you're looking for a partner to help you move from vision to action—with care, strategy, and just the right spark—we’d be honored to work with you.
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Community Acknowledgment
With gratitude for the communities, cultures, and stories that shape this work.
© 2025 Equilibria Strategies. All rights reserved.