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A light-touch assessment of the organization’s foundational structure.
Bylaws (age, clarity, legal compliance)
Board policies (COI, whistleblower, document retention)
Board meeting minutes (compliance + consistency)
Committee structure and responsibilities
Annual compliance calendar
Deliverable:
A simple grid:
in place
outdated
missing
2. Financial Operations Review (not bookkeeping itself)
Not redoing the books — checking the system that supports them.
Includes:
Chart of Accounts structure
Class/function usage
Grant tracking approach
Reconciliation process
Internal controls
Segregation of duties
Who approves what and how
Purpose: Identify risk, gaps, and inefficiencies BEFORE an audit or funder notices.
3. People & Workflow Assessment
Includes:
Staff roles & responsibilities clarity
Are job descriptions aligned with reality?
Actual workflow mapping (intake → service delivery → follow-up)
Communication breakdown points
Staff onboarding/offboarding processes
Burnout indicators in operational workload
Capacity gaps
Deliverable: A workflow map with red flags marked.
4. Technology & Digital Infrastructure Review
Includes:
Software inventory (CRM, QBO, EHR, email, scheduling, project mgmt)
Access permissions
Data security practices
Redundant or unused tools
Integration opportunities
Google Drive organization (or disaster)
Deliverable: Tech consolidation recommendations + cost savings.
Includes:
State & federal basic requirements (ORS 65, IRS)
Grant compliance red flags
HIPAA/PHI (if applicable)
Safety & incident reporting
Contractual obligations
Staff trainings due or expired
This identifies funding risk, not just legal risk.
Includes:
Program SOPs
Documentation practices
Client communication workflow
Data collection & outcome tracking
Service delivery bottlenecks
Staff safety considerations
Deliverable: A list of quick fixes + longer-term redesign options.
Not donor strategy — infrastructure.
Includes:
CRM configuration (DonorPerfect, Little Green Light, etc.)
Gift acknowledgment process
Event revenue tracking
Restricted vs unrestricted handling
Donor segmentation
Annual fundraising calendar
Purpose: Find missing revenue and prevent donor slippage.
A short checklist showing which core policies exist and which do not.
Examples:
Financial policies
Procurement
Travel
Gift acceptance
Safety
Email/tech use
Data privacy
Hiring & HR
A 1-page “Operations Health Scorecard” across categories with:
Green = Good
Yellow = Needs attention
Red = High risk
THEN:
Top 5 priority fixes (no more than 5)\
Quick wins (under 2 hours)
Longer-term improvements (1–6 months)
Pricing Range
$2,000– $4,000 for small orgs (<$500k budget)
$4000– $8,000for $500k – $2M
$8000– $15,000+ for anything larger or more complex
A light-touch assessment of the organization’s foundational structure.
Bylaws (age, clarity, legal compliance)
Board policies (COI, whistleblower, document retention)
Board meeting minutes (compliance + consistency)
Committee structure and responsibilities
Annual compliance calendar
Deliverable:
A simple grid:
in place
outdated
missing
2. Financial Operations Review (not bookkeeping itself)
Not redoing the books — checking the system that supports them.
Includes:
Chart of Accounts structure
Class/function usage
Grant tracking approach
Reconciliation process
Internal controls
Segregation of duties
Who approves what and how
Purpose: Identify risk, gaps, and inefficiencies BEFORE an audit or funder notices.
3. People & Workflow Assessment
Includes:
Staff roles & responsibilities clarity
Are job descriptions aligned with reality?
Actual workflow mapping (intake → service delivery → follow-up)
Communication breakdown points
Staff onboarding/offboarding processes
Burnout indicators in operational workload
Capacity gaps
Deliverable: A workflow map with red flags marked.
4. Technology & Digital Infrastructure Review
Includes:
Software inventory (CRM, QBO, EHR, email, scheduling, project mgmt)
Access permissions
Data security practices
Redundant or unused tools
Integration opportunities
Google Drive organization (or disaster)
Deliverable: Tech consolidation recommendations + cost savings.
Includes:
State & federal basic requirements (ORS 65, IRS)
Grant compliance red flags
HIPAA/PHI (if applicable)
Safety & incident reporting
Contractual obligations
Staff trainings due or expired
This identifies funding risk, not just legal risk.
Includes:
Program SOPs
Documentation practices
Client communication workflow
Data collection & outcome tracking
Service delivery bottlenecks
Staff safety considerations
Deliverable: A list of quick fixes + longer-term redesign options.
Not donor strategy — infrastructure.
Includes:
CRM configuration (DonorPerfect, Little Green Light, etc.)
Gift acknowledgment process
Event revenue tracking
Restricted vs unrestricted handling
Donor segmentation
Annual fundraising calendar
Purpose: Find missing revenue and prevent donor slippage.
A short checklist showing which core policies exist and which do not.
Examples:
Financial policies
Procurement
Travel
Gift acceptance
Safety
Email/tech use
Data privacy
Hiring & HR
A 1-page “Operations Health Scorecard” across categories with:
Green = Good
Yellow = Needs attention
Red = High risk
THEN:
Top 5 priority fixes (no more than 5)\
Quick wins (under 2 hours)
Longer-term improvements (1–6 months)
Pricing Range
$2,000– $4,000 for small orgs (<$500k budget)
$4000– $8,000for $500k – $2M
$8000– $15,000+ for anything larger or more complex