The Engaged Giving Process
Impact Maximization
Strategic
Identify an Impact Thesis and 3-5 strategic initiatives that offer the highest Impact on Investment (“IOI”)
Plan for execution: what needs to get done, in what order and by whom?
Work on an ongoing basis to track, measure and reevaluate the IOI of each initiative
Tactical
Discuss, evaluate and plan for immediate to mid-term decisions
Ensure timelines and milestones of the plan are being supported by the appropriate resources
Offer unique and diverse perspectives through which to approach certain key tactical questions across various domains
Operational
Assist with day-to-day and long-term execution of Impact Maximization Blueprint (“IMB”)
Extend subject-matter and functional-specific resources
Support partner organizations with hands-on support in various operational areas
Engagement Areas
From sourcing to execution, our capable professionals and robust network provide support in the following:
Strategy
Impact Maximization (IOI Quantification), identify KPIs, organization structuring, product / service portfolio review, growth & expansion planning, mergers & partnerships
Governance
incorporation, bylaws, board construction, delegation of authority, goals and milestone setting, monitoring and reporting
Fundraising
fundraising strategy, identifying and connecting major / relevant donors, event planning
Operations
operational improvement analysis (logistics, supplier, inventory management, etc.), outsourced solutions, real estate assessment
Finance / Accounting
accounting systems, budget building and planning, capital structure, ROI / IOIanalyses
Human Capital
sourcing key people, developing and retaining talent, identify further needs
Marketing
market research, go to market analysis, client relationship management, social media management, branding
Legal
corporate, employment, risk mitigation, operation-specific
Information Technology
infrastructure / key tools, network, website, social media, email set up /management