top of page


More Coming Soon

Dave is skilled, experienced and talented in strategy work. He supported my thinking and provided me with amazing resources to use as I begin to plan and develop vision for my work. I can't thank you enough!

Philanthropy & Engagement Director

Dave has an astute ability to coach clients through complicated situations by helping them to define existing strengths and to focus on opportunities to overcoming barriers to success.

Director of Marketing and Communications

Dave was great to do a Business Plan with! He explained the steps very clearly and helped clarify everything! Dave is great to work with.

Executive Director

Thanks, Dave. We came away with so many good ideas. / Thanks again for your insights and support.

Linda & Diane
Administrator & Founder
Testimonials: Testimonials

Past and Present Collaborations

More Coming Soon
Regional Youth Development Organization
($5M-$9.9M budget)

5-Year Strategic Plan (with action plan)

Developing a comprehensive strategic plan to strengthen and stabilize a growing, multi-location nonprofit.

Educational Enrichment Program
($500k - 999k budget)

3-Year Strategic Plan (with action plan)

Developing a sustainable strategic plan with emphasis on program right-sizing for greater impact.

Poverty Alleviation Service Provider
($75M+ budget)

Strategic Advisory Services

Helping a multi-service provider gain focus on next steps following a period of substantial, rapid growth.

Rural Agriculture Network
(< $50k budget)

Strategic Advisory Services

Monthly strategic planning advisory sessions with focus on capacity building and strategy development.

Elementary Aged Mental Health Intervention Org
($500k - $999k budget)

3-Year Strategic Plan

Developing a strategic plan with emphasis on program expansion and self-sustaining financial model.

Housing & Human Services Org
($10M - $14.9M budget)

Wage Equity Compensation Study

Audited and made recommendations to improve equity of organization's compensation practices.

Chamber of Commerce
($50k - $249k budget)

Retreat-Based Abridged Strategic Plan

Co-created an actionable, abridged strategic plan using a multiple retreat model.

Creative Arts Institution
($250k - $499k budget)

Market Research Component of Feasibility Study

Compiled 100+ slide research appendix as part of larger feasibility study related to program sustainability.

Healthcare Clinic
($1M - $4.9M budget)

Strategic Planning Board Retreat

Facilitated a one-day board retreat to address capital campaign, DEI, succession planning, and goals.

Youth Creative Arts & Theater 
($50k - $249k budget)

Strategic Planning Services

Created SMART goal based strategic planning documents as part of grant-funded advisory services.

Special Education School 
($250k - $499k budget)

3-5 Year Strategic Plan

Developed growth-centric plan to increase programming while addressing process and culture needs.

Regional Community Center

Earned Income Strategy for Financial Turnaround

Forecasted earned revenue potential for multiple business lines as part of strategic planning.

Child-Focused Therapy Dog Organization

Finance Advisory Session

Brainstormed how to become more financially sustainable with earned income programs so the all-volunteer organization could hire paid staff as part of succession planning.

Australian Independent School Foundation

Facilitated Strategy Session

Guided the organization through the early stages of strategic and business planning.

Rapidly Expanding Urban Entrepreneurship Training Center

Mission / Vision / Values

Captured the guiding principles of the organization in a compelling and concise way with new and updated key messaging.

International Literacy Project for NGO Member of United Nations

Learning and Development

Created new training materials for onboarding and evaluating members involved in the project.

Rural Diabetes Center Start-Up

Strategic Planning

Helped develop a strategy to bring-in new members. Work included a complete Lean Canvas and Theory of Change.

National Substance Use Disorder Treatment Provider

Business Planning

Helped research, conceptualize, and write supporting business plan for major brand extension worthy of multi-million dollar grant.

bottom of page