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SERVICES

                                                You have the vision.  We get you there.

STRATEGIC PLANNING

 

Do you need a strategic plan?  Is your current plan sitting on a shelf or in a drawer somewhere? We work with you to create a plan that is dynamic, agile and integrated into your organization's  operations.  Your plan will tell your supporters, donors, grantors and other stakeholders that your organization is a valuable investment.

 

Strategic planning options:

Option I:    Strategic Planning Retreat         

                 Facilitation

Option II:   Strategic Planning Retreat 

                 Facilitation and Plan Document

Option III:  Strategic Planning Retreat 

                 Facilitation, Plan Document and

                 Implementation Support

 

 

DEVELOPMENT (FUNDRAISING) PLANS

Financial Planning, budgeting and funds management are usually the aspects of managing a charitable organization that everyone likes the least, but is needed the most if you want to have a sustainable organization and expand and grow your services.  

 

A financial review and assessment can help you get to the next level of operations.

990 TAX REPORT SERVICES

 

We understand the importance of the 990 tax report for your nonprofit organization not only as a required government filing, but as a fundraising tool as well. 

ORGANIZATIONAL ASSESSMENT

 

Is your organization struggling with staff turnover?  Does it seem that goals are unclear or simply not achieved? Is there a sense that the organizational structure needs to be changed, but it's not clear how to improve it?

 

Wheaten Sterling can perform a review and assessment of current structure and provide recommendations that will get your organization back on track, be effective and improve communications. 

ORGANIZATIONAL STRUCTURE AND BEHAVIOR

 

Is your organization struggling with staff turnover?  Does it seem that goals are unclear or simply not achieved? Is there a sense that the organizational structure needs to be changed, but it's not clear how to improve it?

 

Wheaten Sterling can perform a review and assessment of current structure and provide recommendations that will get your organization back on track, be effective and improve communications. 

EXECUTIVE COACHING

 

The Executive Director of a charitable organization is expected to lead the mission, excel at fundraising, facilitate community awareness and relationships, manage the staff, and continually improve the financial performance of the organization.  One person is rarely able to excel at such diverse skills as well as prioritize the overwhelming goals for a charitable organization.

 

Wheaten Sterling will provide an Executive Director coaching program that not provides support but assists with the ED to meet organizational goals and objectives. 

CUSTOMER SERVICE TRAINING

 

Many charitable organizations are so mission focused that they forget or don't know how to provide good customer service to the public. Have you actually seen or heard feedback that your organization's staff have been less than customer friendly?  It's not uncommon in charitable organizations, where staff can be overstressed.

 

Wheaten Sterling provides charitable organizations with a customer service program that can be implemented easily and sustained as part of your organization's culture.

BOARD STRUCTURE AND DEVELOPMENT
 

Should your board be larger or smaller? Should it be a fundraising board or simply a governance board?  If it's not a fundraising board, how do you plan to increase funding? What board policies should you have in place?

 

Wheaten Sterling will work with you to establish or change your board structure and provide support with board development.

Is your board just coming to meetings and leaving from month to month without really accomplishing anything?  Is your board so passionate about your mission that they are always arguing, challenging and micromanaging?  Wheaten Sterling offers DiSC personality assessments and team building workshops for boards, executive teams and management teams.  We help your team develop the skills to work together as a team to move your organization forward to achieve your vision.

DiSC ASSESSMENTS & TEAMBUILDING

 

There is nothing more exciting for us than a project to build or expand a facility!  Perhaps your organization had a dream to build, but you are not sure you can afford it.  Are you ready for a capital campaign to fund it?  Where do you start to raise the funds for it?  How long will it take?  

We can help you with all those questions, work with you to plan a campaign and support you through the process.  Don't get stressed by such a large overwhelming project, we enjoy capital campaigns! 

BUDGETING AND FUNDS MANAGEMENT

 

Financial Planning, budgeting and funds management are usually the aspects of managing a charitable organization that everyone likes the least, but is needed the most if you want to have a sustainable organization and expand and grow your services.  

 

A financial review and assessment can help you get to the next level of operations.

BUSINESS REVIEW

It is difficult to keep up with all the nonprofit regulatory requirements and also implement them. 

Wheaten Sterling can perform a business review and assessment for you.  

 

Business Review Options:

Phase I:    Business and Risk Assessment

Phase II:   Presentation of Recommendations                              to Board of Directors

Phase III:  Implementation and follow-up

CAPITAL CAMPAIGNS

 

There is nothing more exciting for us than a project to build or expand a facility!  Perhaps your organization had a dream to build, but you are not sure you can afford it.  Are you ready for a capital campaign to fund it?  Where do you start to raise the funds for it?  How long will it take?  

We can help you with all those questions, work with you to plan a campaign and support you through the process.  Don't get stressed by such a large overwhelming project, we enjoy capital campaigns! 

FEES

 

Because our mission is to support charitable organizations and their mission, we try to keep our fees affordable for all size organizations.  Also, to keep costs manageable, services are set up as packages with standard components and options you can choose to include or exclude.  Please contact us to discuss fees.

 

How else can we make our services available, but affordable for you?

 

  • ONLINE AND OFFSITE SERVICES -  Some services or portions of services are available through off site support (video conference meetings, electronic file reviews, etc) which saves travel costs.

 

  • SPEAKER ENGAGEMENT - Some services can be provided via speaker engagement.  As the lead organization in your commnity, you may be able to collaborate with other charitable organizations in your region and pool funds for a speaking engagement. This would entitle you one day of onsite services specific to your organization.

 

  • GRANTS - You may have access to, or we may be able to identify grant funds to support your services.  Contact us to discuss grant options.