LESS ON YOU, EVERY MONTH. YOUR ENGAGEMENT MAPPED

Your Map makes running your organization easier.

Less on you, Every month.

Your Engagement Mapped

OPERATIONS WITH A FUNDRAISER’S EYE

HOW WE WORK:
Less on you Every Month

OUR SIGNATURE FRAMEWORK.

Four moves created with lots and lots of trial and error. Almost every operations engagement in this sector starts at the second move, because building looks like progress and cutting looks like nothing happened, so the new database goes in on top of the old mess, the mess comes along with it, and eighteen months later somebody decides the database never worked. We edit first because we spent years watching it happen the other way and seeing fundraising suffer.

THE FRAMEWORK DEFINED.

Edit the friction

Find what is slowing operations down and remove it before doing anything else.

architect the flow

Design the infrastructure that moves work the way your team actually operates.

CURATE THE SPACE

Keep only what belongs. Remove what accumulated without intention or what no longer serves.

protect capacity

Build systems that protect the people running them, not just the organization depending on them.

How an Engagement Runs.

The business side of an engagement should be the easy part. You know when we start, when we finish and what it costs before anything begins, so all of the attention can go to the work.

START AND END

Most engagements run three to six months and we set both dates together. You know what success looks like immediately.

ONe MontHly Fee

The fee is built from the scope we agree on together and review as needed.

RENEWAL BY CHOICE

Our goal is to leave you better than we found you, not to stay forever.

Most change asks a team for more, and most teams are already past capacity. So we start with less, and we write about why that is the change people can say yes to.

Our Rhythm.

Every engagement follows the same four steps, so you always know where the work stands. On the 1st of each month you get a Map like the sample here. It shows what came off your plate, where every piece of work lives and the calls waiting on you.

GETTING STARTED

We put all the proverbial cords on the counter. We look at what you have, what is in the way and what comes out first.

WEEK BY WEEK

The work moves every week. You always know what is with us, what needs you and what is parked with a date.

YOUR MAP

On the 1st of each month you get your Map. It shows what came off your plate and what is next.

WRAPPING UP

We hand it all over.
What we build is yours and it stays yours.

The Map · NovemberSample

Harbor Lane, this month.

14

Things that came off the development team’s plate this month.

Where everything is

22With us3Need you6Parked14Cleared off

Calls waiting on you

Nov 4Which giving level counts as a major gift.
Nov 6Who signs off on the year-end appeal list.
Nov 12When the gala list joins the database.
Next map: December 1Less on you, every month.

What the Work Looks Like.

  • Someone in the room who has been in your shoes. We walk in, name what is in the way and show the team where to start.
  • Built with your team. We build it side by side with the people who will run it, so it fits how they work.
  • The whole system in view. We follow the work from the database to the board report, so the same problem stops coming back.

Questions Before You Book.

You should know what working with us looks like before you ever pick up the phone. Here is what people usually ask first.

How long does an engagement run?

Most run three to six months. We set the start and end dates together before anything begins, and we renew only if the work calls for it.

We already have a CRM. Do we need a new one?

Usually not. Most of the time the system you have is fine and what sits around it is the problem. We start with what is in the way, and that is rarely the software.

Will you replace our team or work with them?

We work with them. Everything we build is built with the people who will run it, so it fits how they work and stays when we leave.

What do we get each month?

A Map on the 1st of every month. It shows what came off your plate, where every piece of work lives and the calls waiting on you.

How do we start?

With a 20-minute conversation about what is in the way. From there we scope the work together.

SCOPE IT TOGETHER.

Every engagement starts with what is in the way. Tell us what it is.