Nonprofit Consulting, Coaching & Training
Transition Management Counseling
Provide specific interim management guidance and counseling.
Who needs this: Any organization that is interested in ensuring optimum continuity & stability of organization until permanent Executive Director is appointed.
Deliverables: 2-3 hour on-site meeting with executive board. Recommendations report.
© 2010 Beyond Visions Group. All rights reserved.
Local: Sarasota -Bradenton-Tampa-Lakeland | Regional: Florida | National Nonprofit and small business consultant & advisor
Grants: Writing and research | Event planning & Fundraising | Capital campaigns | Workshops | Agency evaluations, Tampa baynonprofit, consulting, leadership development, grant proposal, grant wriitng, coaching, advisor, nonprofit advisor,
Major Gift Solicitation Training
Consultant will train key staff in the art of personal, face-to-face solicitation of gifts, including large gifts.
Who needs this: Any organization interested in improving Board functioning. Very helpful for newer agencies or those that are stagnant
Deliverables: 1-2 hour training session.
Assessment & Development Planning for the Board of Directors
Consultant will train key staff in the art of personal, face-to-face solicitation of gifts, including large gifts.
Who needs this: Any organization interested in improving their personal gift solicitation skills and increasing funds raised from individual donors.
Deliverables: Up to 2 hour meeting with Board leadership and/or Executive Director. Action outline for immediate steps.
Executive Director or Development Director Coaching
Session allows client to share frustrations, receive feedback, and brainstorm with consultant on strategies for dealing with work challenges and continuing to improve performance.
Who needs this: For organizations whose Executive Director, Development Director, or other managers are in need of confidential listening, team support, and experienced advice.
Deliverables: On-site visit of up to 3 hours. One follow-up phone consult up to 1 hour.
Grant Proposal Writing Strategy Review
Review how the agency currently identifies and selects funding opportunities. Evaluate the quality of agency’s recently submitted applications. Develop strategy for increasing grant funding.
Who needs this: For organizations that get much of their budget from grants, but have limited skills in securing those grants
Deliverables: One half-day onsite meeting with client. Brief written report with recommendations. One follow-up phone consultation.
Board Fundraising Leadership Assessment
Discussion and assessment of current Board fundraising and contributing efforts.
Who needs this: For organizations who want to improve Board fundraising. This can be helpful for any agency, but especially for those where the staff does almost all the fundraising.
Deliverables: On-site meeting with Executive Director, then with Board Chair, then both together. One-page document on Board fundraising. Plan for recruiting additional Board members, if needed. Follow-up phone consultation with both Executive Director and the Chair when needed.
Needs Assessment
Develop a needs assessment for a specific program or the agency.
Who needs this: Any agency can benefit.
Deliverables: Written 2-5 page needs assessment, general or answering specific questions.
Organizational Development Session
Review major agency procedures to identify where and how to make improvements.
Who needs this: Any agency can benefit.
Deliverables: One half-day on-site meeting with executive staff. Brief written report. One follow-up phone consultation.
beyondvisions@tampabay.rr.com | call: (941) 567-6388
BEYOND VISIONS GROUP
Consulting and Coaching for Nonprofits & Small Businesses
Check out our
Peace of Mind
SUCCESS PLAN
