Nonprofits face unique challenges and need to adapt quickly to shifting donor priorities and community needs. How you work impacts how you serve.
Misaligned processes, lack of clear strategic direction, and resistance to operational changes can make it difficult to achieve maximum impact.
These issues can lead to inefficiencies, burnout among staff and volunteers, and missed opportunities to advance the mission. Operational improvements with change management and strategic planning can help nonprofits overcome these barriers by streamlining operations, fostering collaboration, and creating actionable roadmaps for growth.
By aligning people, processes, and goals, nonprofits can build resilience, amplify their impact, and ensure they remain mission-driven and sustainable.
You don’t have to have all of the answers because we’re here to help.
Imagine working together to achieve these results.
You’ve built a well-oiled machine, and your people are spending less time on repeatable tasks and more time on the mission.
Changes are exciting because people see the vision and are prepared, engaged, and equipped to sustain the change.
Member and volunteer engagement is through the roof because they’re doing more than reacting to change but brought into the transformation. They feel valued and it shows in involvement.
Donors are inspired to give more because they see the value in your programs through the clear alignment with the mission, transparency, and measurable outcomes.
Robbie Hass
President, North County African American Women’s Association
“Mallory has brought incredible value to our organization by advising us on how to streamline operations and improve efficiency.
As an organization run by volunteers, her insights and practical solutions continue to help us create an operations strategy to scale our efforts and focus on our mission. We’re deeply grateful for her expertise and dedication.”
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Change Management Strategy
A comprehensive people-centered strategy, curated with your organization’s unique characteristics in mind.
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Who it’s for:
Organizations or teams navigating a shift and looking for a plan to ensure transitions are smooth, adopted, and sustained whether it’s a process improvement, M&A integration, return to office initiative or anything that impacts their people.
What’s included:
Evaluate the change – Together we’ll identify the scale of the change and the timeline for implementation.
Assess readiness – Through interviews, survey assessments, and additional inputs, we’ll determine the readiness for change.
Understand the impact – We’ll determine who is affected, how they’re affected, and the risks of the change.
Create the plan – We’ll create a comprehensive change management strategy to include roles and responsibilities, communication plan, and recommendations for change reinforcement.
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Change Management Execution
We’ll put the change management strategy into action and ensure your changes are implemented successfully and adopted by the people affected.
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Who it’s for:
Organization and teams that recognize that successful change requires not just a plan but also hands-on, strategic support to execute and embed the change for long-term results, but don’t have the necessary resources to do so effectively.
Everything in Change Management Strategy plus:
Detail the plan – A comprehensive change management plan to include:
Communication plan
Stakeholder engagement plan
Training plan
Key Performance Indicators
Execute the plan – Work closely with the project manager and key personnel to create an integrated project and change management plan, with the partnership and engagement tailored to the needs of the change and organization resources.
Reinforce the change – Measure the effectiveness of change activities using key metrics and stakeholder feedback and provide recommendations for promoting sustainment of the change.
Leadership Coaching – 1:1 and group coaching sessions for key leaders on the importance of change management and their role in communicating, supporting, and reinforcing the change.
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Process Improvement Strategy
Are you ready to improve productivity and see higher returns? Let’s work together to redesign, streamline, and improve your organization’s effectiveness.
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Who it’s for:
Business leaders seeking to optimize the way they do business to enhance employee engagement, increase productivity, and make space for growth.
What’s included:
Evaluate the current state – Together, we’ll define the problem, goals, and requirements; gain a clear understanding of current processes, systems, and workflows; and identify gaps or challenges that may hinder success.
Identify opportunities – We’ll identify and analyze the root cause of problems and highlight areas for improvement.
Design the roadmap – Based on the evaluation and analysis, we’ll work together to create actionable strategic plans for technical execution and change management, which align to business objectives.
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Strategic Planning Facilitation
Using the OKR (Objectives & Key Results) method, we’ll work together to create a strategy that supports your mission, enables alignment across your organization, and inspires teams to excel to new heights.
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Who it’s for:
Organizations and teams who want align goals across the organization, improve focus and execution; drive accountability and transparency; boost performance and engagement; and better navigate organizational change. It’s ideal for companies of any maturity or size.
What’s included:
Anatomy of an OKR Overview
OKR Coaching
OKR Tracking Resource Toolkit
Are you looking to implement formal strategic planning and/or the OKR method for the first time? There’s more to how we can support you. Let’s chat!
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Operations Strategy + Execution + Support
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Are you running on limited resources and ready to transform your operations to boost the value to those you serve? Let’s work together to improve your organization’s governance, ways of working, or program management, to amplify your impact.
Who it’s for:
Nonprofit leaders looking to elevate their organization’s impact by maturing processes, energizing community engagement, and enabling their team to focus more on the mission than day-to-day operations.
What’s included:
(This is not an all-or-nothing service and is customized to meet your needs.)
Strategy
Evaluate current documentation, processes, or programs – Together, we’ll define the problem, goals, and requirements; get understanding of the current
Identify opportunities – We’ll identify and analyze the root cause of problems and highlight areas for improvement.
Design the roadmap – Based on the evaluation and analysis, we’ll work together to create actionable strategic plans for executing the improvement, which align to the organization’s objectives
Execution
Detail the plan – Create a comprehensive project and change management plan to include:
Technical execution plan
Communication plan
Stakeholder engagement plan
Training plan
Key Performance Indicators
Execute the plan - Work closely with key stakeholders to perform and oversee activities in the plan.
Evaluate the improvement – Measure the effectiveness of change activities using key metrics and stakeholder feedback and provide recommendations for promoting sustainment of the improvement.
Support (Add-on option)
Ongoing maintenance – Assistance in sustaining processes and systems to include:
Regular monitoring – Tracking performance metrics and outcomes to ensure the change or system is functioning as intended.
Feedback loops – Gathering input from stakeholders and end-users to identify issues, areas for improvement, or additional needs.
Updates – Adjusting processes, tools, or strategies based on changing circumstances or organizational priorities.
Training and Development – Providing continuous learning opportunities to keep employees skilled and engaged in sustaining the change.
Reinforcement – Embedding new habits, processes, or behaviors into the organization's culture to prevent reverting to old ways.
How we partner together
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Discovery – Unlock Opportunities: Schedule a 30-minute discovery call where we’ll collaborate to understand your organization’s challenges, goals, and unique needs, laying the foundation for meaningful transformation.
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Planning – Develop a Tailored Strategy: Together, we create a clear, customized plan of action designed to align with your goals and deliver measurable results.
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Delivery – Turn the Plan into Results: Whether we’re providing the strategy or supporting its execution, we work alongside your team to ensure seamless execution through hands-on support and expert guidance. As challenges arise, we adapt strategies to keep progress on track, driving impactful change, and delivering sustainable, measurable outcomes for your organization.
