CLEAR Session

$450 per organization · A 2-hour session and a feedback round · with your leaders

I interview two of your leaders, draft your CLEAR plan on my own, and bring it back for your feedback: who you serve, the change you make, and how you’ll show it.

Choose this if you want your plan on one page, and two leaders can carry it back to your team.

What it asks of your team: An intake form, a 2-hour session, feedback on your draft, and sharing the plan with your team.
When: Scheduled with you
Who attends: Your ED plus one other leader

How to start: Pick a time for your 2-hour session. I’ll send a short intake form before we meet, and an invoice once your booking is confirmed.

CLEAR Intensive

$1,800 per organization · Half-day together · with your team

Everyone on your team shares their view in a short survey. I draft one plan from what I hear, then your staff and board meet for a half-day to react, align, and decide, with 90 days of support after.

Choose this if you want your whole staff and board behind one plan, with everyone’s voice in it.

What it asks of your team: Every participant completes a short survey before we meet, so everyone’s voice is in the draft. Plus a kickoff call, 4 hours together to react to the draft and decide, and 30, 60, and 90-day check-ins.
When: Scheduled with your team
Who attends: Staff and board together, 6–15 people

How to start: If you want your whole team behind one plan, let’s talk. We’ll make sure it’s the right fit and the right time for your staff and board, then I’ll send the survey and we’ll set your dates. There’s no commitment, and I’ll send an invoice only if we decide to move forward.

Budget Clarity

$500 per organization · One 90-minute meeting · with your ED

You send me your current budget and accounting numbers. I turn them into a grant-ready budget that’s easy to read and easy to understand, within two weeks of our meeting.

Choose this if your budget is a list of accounts, and you can’t say what each program costs.

What it asks of your team: Your budget, paid-staff job descriptions, and a point person for questions.
When: Start anytime
Who attends: Your ED, and whoever keeps the books

No budget yet? I’ll quote it. I don’t do bookkeeping, audits, or tax, but I have great referrals.

How to start: If your budget is a list of accounts, let’s talk. You’ll send me what you have, we’ll make sure it’s a good fit, and I’ll set up your 90-minute meeting. There’s no commitment, and I’ll send an invoice only if we decide to move forward.