Investment begins at $850

Each assessment includes:

• A personalized performance score

• Insights across key strategic dimensions

• Identified strengths and potential risk areas

• Actionable recommendations tailored to your results

• Practical next steps to help your organization move forward with confidence

These assessments are designed for executive directors, CEOs, finance leaders, and board members who are committed to building resilient, high-performing organizations.

Strategic Assessments

Clarity starts with the right questions.

Our proprietary assessments provide executive leaders, boards, and finance teams with an objective view of the strengths, risks, and opportunities shaping their organization's long-term success. In just a few minutes, you'll receive actionable insights designed to help you make more informed strategic decisions and identify the areas that will have the greatest impact on your organization's sustainability and growth.

Whether you're evaluating your financial foundation, strengthening board performance, or advancing your organization's financial maturity, each assessment delivers practical recommendations tailored to your results.

Financial Backbone™ Assessment

Evaluate the strength of your organization's financial foundation across liquidity, sustainability, revenue resilience, financial operations, and governance. Discover where you're positioned today and the priorities that will strengthen long-term financial health.

Board Impact Scorecard™

Measure your board's effectiveness in governance, strategic leadership, fiduciary oversight, accountability, and resource development. Identify opportunities to elevate board performance and maximize organizational impact.

Financial Maturity Assessment™

Assess the maturity of your organization's financial management practices, including planning, reporting, technology, internal controls, and decision support. Gain a clear roadmap for building stronger systems that support confident executive decision-making.

Investment starts at $15,000

Ideal For

Organizations that have identified operational, financial, or organizational capacity gaps and are ready to implement practical solutions that improve performance and prepare for sustainable growth.

Outcome

Organizations leave with stronger systems, clearer accountability, improved execution, and the infrastructure needed to support long-term impact.

Build the Systems That Support Sustainable Growth

Infrastructure Build™ transforms assessment findings into action by helping organizations strengthen the systems, processes, and structures needed to support long-term success. We partner with executive leaders to design practical solutions that improve operational effectiveness, strengthen accountability, and create the organizational capacity required to scale with confidence.

Whether your organization is navigating rapid growth, leadership transition, or increasing complexity, Infrastructure Build™ helps ensure your operations evolve alongside your mission.

Key Areas of Focus

• Organizational design and operating models

• Business process improvement

• Financial management systems

• Performance measurement and dashboards

• Roles, responsibilities, and accountability

• Cross-functional collaboration

• Change management and implementation support

• Capacity-building strategies

Investment begins at $3,500/month

Ideal For

Organizations experiencing rapid growth, leadership transitions, operational complexity, or capacity constraints that need experienced executive leadership without the investment of a full-time C-suite hire.

Outcomes

Organizations gain the confidence, structure, and executive capacity to execute strategy, strengthen operations, improve decision-making, and achieve sustainable results.

Transform Governance into a Strategic Advantage

Strong organizations are built on strong governance. Board Impact™ helps boards and executive leaders move beyond compliance and oversight to become strategic partners in advancing the organization's mission.

We facilitate governance assessments, strategic planning, board development, and executive alignment to ensure leadership is focused on the decisions that matter most. Whether your organization is preparing for growth, navigating a leadership transition, or strengthening board effectiveness, we help create the structure, accountability, and collaboration needed for long-term success.

What We Help You Build

• High-performing boards with clear roles and responsibilities

• Strong executive and board alignment

• Effective governance structures and policies

• Strategic planning that drives measurable action

• Board recruitment, development, and succession planning

• Decision-making frameworks and accountability systems

• Leadership alignment around organizational priorities

Your mission deserves executive leadership that delivers results.

Let's build the capacity to lead your next chapter with confidence.

Executive Leadership Without the Full-Time Executive Cost

Catalyst Executive™ provides embedded executive leadership for mission-driven organizations that need experienced strategic guidance without adding a full-time executive to their leadership team.

Whether serving as a Fractional CFO, COO, Chief Strategy Officer, or Chief of Staff, we become a trusted extension of your executive team—helping turn strategy into execution, strengthen organizational performance, and guide your organization through periods of growth, transition, and change.

Our role goes beyond advising. We provide the executive capacity needed to make informed decisions, improve accountability, remove barriers to execution, and keep your organization moving forward.

What We Help You Achieve

• Executive leadership and strategic advisory

• Financial and operational decision support

• Strategic execution and accountability

• Organizational performance management

• Leadership transition support

• Executive team alignment

• Change management and implementation

• Board and executive partnership

Strong governance creates stronger organizations.

Let's build a board that leads with purpose, accountability, and impact.

Ideal For

Mission-driven organizations seeking to strengthen governance, improve board engagement, align leadership around strategy, and build the organizational capacity needed to achieve sustainable growth.

Outcomes

Organizations leave with more engaged boards, stronger executive partnerships, clearer governance practices, and a strategic leadership structure that supports confident decision-making and lasting impact.