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Solutions for...

Operations

  • Create records management system (vendor files, board records, development/donor files)

  • Write & edit:

    • Visitor Services/Front Desk manuals (Point of Sales)

    • Employee & Volunteer training materials

    • Standard Operating Procedure documents (position descriptions, management of change, facilities)

    • Historic content (interpretive materials, tours, finding aids)

  • Support during hiring/recruiting process (personnel & volunteers)

Finance

  • Create reports (internal, board meetings, & grant funders)

  • Provide organizational budget guidance

  • Implement accounts payable & accounts receivable systems

  • Light bookkeeping 

Development

  • Manage donation & membership database (import new records, "clean-up" existing records)

  • Choose donor software & CRM (i.e. Salesforce, HubSpot, DonorPerfect, Little Green Light, Mailchimp)

  • Identify donor & grant opportunities

  • Write/edit/manage: 

    • Annual appeal & membership communication

    • Grants & Requests for Proposal/Qualifications (RFP/RFQ)

  • Plan fundraising & member events​

Strategic
Planning

  • Create & edit mission & vision statement

  • Develop by-laws

  • Identify organizational goals, stakeholders, timelines

  • Produce data gathering tools​ & analyze data

  • Advise governance activities (board meeting logistics, board book, reporting, meeting minutes)

Get in Touch

Offering negotiable pricing for any sized project. Just reach out & we can chat. 

Interest
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