Planning Guides

Planning guides are groups of projects and calls with a common theme, curated by our Nonprofit Advisors. They're designed to help you address more complex streams of work.

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Annual Report Essentials
11 Projects
Create a clear and compelling annual report that celebrates your accomplishments, showcases your impact, and inspires a call to action.

Assessing Your Organization's Impact
2 Consults | 6 Projects
Understand the impact of your work and clearly communicate that impact to your constituents and supporters.

Build Your Case For Support
1 Consult | 10 Projects
Enhance your fundraising strategy by identifying and articulating compelling reasons for people to donate to your organization.

Effective Email Marketing
2 Consults | 4 Projects
Build an email marketing program that supports your goals, drives action, and helps you stay connected with your supporters over time.

Events - Start to Finish
2 Consults | 12 Projects
Conceptualize, plan, and execute an event your constituents will never forget.

Fundraising Campaigns & Appeals
12 Projects
Get the collateral and tools you need to solicit donations as part of a larger theme or strategy.

Fundraising Strategy & Operations
12 Projects
Refine your strategy for your organization’s fundraising goals and build the operational foundation to support growth.

Ramp Up Your Marketing
2 Consults | 13 Projects
Use these projects to take your marketing to the next level from wherever you’re starting out.

Strategic Planning
1 Consult | 12 Projects
Assess the current state of your Organization and set strategic direction with these projects.

Strengthen Your Social Media Strategy
1 Consult | 13 Projects
Start or ramp up your Organization’s social presence with projects that strategically highlight your brand, work, and impact.

Sustain, Adapt, & Thrive
3 Consults | 15 Projects
If the past few years have taught our sector anything, it's that adaptability is essential—especially in the face of potential funding freezes and shifting policy landscapes. With recent executive orders reshaping the nonprofit landscape, it's more important than ever to stay ahead.
We've curated these projects to help your organization navigate uncertainty, build resilience, and prepare for whatever comes next.

Website Audits & Updates
11 Projects
Knowing where to start is half the battle! These projects will help you take stock of your current site, identify what needs to be updated or improved, and put you on a path to getting it done.

Website Content Creation
2 Consults | 9 Projects
Prepare for a brand new or updated version of your website by collecting, creating or revising the information, images and other content on your site.

Website Creation: Build a Brand New Site
2 Consults | 6 Projects
A great website is more important than ever, but getting it done can feel like a massive job. Use these projects to break the work into manageable pieces and get the help you need at every step.