Institutional Development


Institutional development services encompass a comprehensive suite of strategic, operational, and technical assistance aimed at enhancing the efficiency, effectiveness, and sustainability of institutions. These services include development and training around customized policies and procedures, streamlined organizational systems, and reporting systems.

how we can help

Mission-Driven organizations continually balance the demand of meeting the mission while stabilizing and preserving the financial institution that feeds the mission. We are here to help smaller and mid-size organizations in creating systems to protect and preserve their mission, while also creating capacity for growth. A few examples of services we can help provide:

  • Application and submission of 501 (c)3 paperwork and articles of incorporation

  • Development of organizational policies/procedures

    • Employee policies and procedures

    • Child abuse prevention policies

    • Volunteer policies and procedures

    • Financial policies, procedures and controls

    • Governance policies

    • Risk Management policies and procedures

    • Programming policies and procedures

  • Establishment of employee evaluation tools, templates, and procedures for determining pay increases, bonus, etc.

  • Streamlining of Quickbooks Accounting System, minimize time spent reconciling, decrease errors, and develop seamless reporting structures.