Strategy · Coaching · Programs · Systems · Tools
We help leaders and organizations work better.
Strategy, executive coaching, program design, operating systems, and custom tools for nonprofits and growing organizations.
Some clients hire us for one of those. Some need all five.
Mostly nonprofits. Also growing businesses, schools, youth organizations, and founders running small teams.
Strategy + coaching
Operating system · BloomOSHow we help.
Four kinds of work. Some clients use one, some use all four, and nobody has to go through them in order.
Figure out what needs to change.
Organizational strategy · Growth · Fundraising strategy · Business model · Planning · Priorities · Hard decisions
Help the people carrying the work lead it well.
Keeping it well funded · Keeping it well run · Executive coaching · Founder support · Team leadership · Decision making · Leading through change
Turn the idea into something people can run.
Program design · Operating plans · Staffing models · Workflows · Measurement · Budgets · Fundraising systems · Meeting rhythms · Implementation
Build what would make the work easier.
Dashboards · Internal tools · Portals · Operating systems · AI workflows · Custom platforms, when existing software doesn't fit
Executive + leadership coaching
Leading the organization is part of the work.
Running an organization can get lonely fast. You're making calls about people, money, growth, programs, partnerships, and what not to do.
Most of it comes back to two jobs: keeping the organization well funded and keeping it well run. Revenue, so you can do the good work. Internal management, so it runs smoothly and grows well. That's true for a nonprofit or a business.
We work directly with executive directors, founders, and other leaders as a thought partner and coach. Sometimes there's a specific challenge to work through. Sometimes it's an ongoing relationship.
What you get is an experienced person who helps you think clearly, make the call, and follow through.
- Revenue and fundraising
- Internal management
- Executive coaching
- Founder coaching
- Leadership teams
- Decision making
- Priorities
- Managing through change
- Difficult conversations
- Growth and transition
Embedded leadership
When you need more than a coach, we can step into the seat for a defined season (development, fundraising, operations, or implementation), build what comes next while it's in use, and hand it back. We've held these jobs ourselves.
Program design
A good idea isn't a program yet.
We help organizations turn what they want to accomplish into a program people can deliver: who it serves, what participants experience, who runs it, what it costs, and how you'll know it worked.
The result is a program plan staff can run, boards can understand, and funders can support.
Program plan
Contents- 01Program model
- 02Who it serves
- 03Participant experience
- 04Staffing
- 05Schedule
- 06Curriculum and activities
- 07Implementation plan
- 08Budget
- 09Outcomes
- 10Measurement
- 11Expansion plan
In practice · SafeSpace
Program model · Growth model · Implementation plan · Three-year budget · Measurement · Fundraising plan · Work with leadership
Systems + operations
Good people shouldn't have to hold the whole system in their head.
A lot of organizations run because one or two people remember everything. That holds until they're out sick, burned out, or gone.
We take the knowledge, workflows, and recurring work living in people's heads and turn them into a system the whole team can use.
Program design asks: what are we doing?
An operating system asks: how does the organization do it well, every week?
- Fundraising pipelines
- Program operations
- Intake and onboarding
- Reporting
- Meeting rhythms
- Staff workflows
- Team and finance dashboards
- AI workflows and automations
Before
- budget_v7_FINAL.xlsx
- “Ask Dana. She knows.”
- Donor list (2023)
- Program notes, somewhere in email
- The board deck from March
- The Tuesday text thread
After
One owner view for a fitness business: the week, the clients, and the business side.
Custom tools + platforms
Sometimes the software you need doesn't exist.
Custom tools are one part of the practice, and one we're unusually good at. When existing software doesn't fit how your organization works, we design and build what does.
Small nonprofit teams run their week across donor tools, spreadsheets, budgets, program records, and whatever the director remembers.
One place for the week, donors, grants, programs, finances, board work, and reporting.
Coaches, athletes, parents, and staff were each working from their own texts, spreadsheets, and apps.
One connected platform, with the right view for each role.
A fitness business owner was running clients, programs, the schedule, and the business side from memory and a stack of apps.
One place to run the program, the week, and the business.
Families juggle school, sports, meals, money, and calendars across too many apps and two parents' heads.
A household system organized around the areas of home life.
Before we build anything
Not everything needs to be custom.
We don't build software just because we can. We start with the tools you already have and ask three questions, in order.
- BuyIf a great tool already exists, use it. We'll help you choose it and set it up well.
- ConnectIf your tools can work together, connect them, so nobody types the same thing into three places.
- BuildIf your workflow is specific enough that off-the-shelf software keeps getting in the way, build the right tool.
Recent work
What we made, and what changed.
SafeSpace
Strategy · Program design · Fundraising · Leadership
What was happening
Ten years of experience, but the next version of the program, the fundraising story, the budget, and the operating plan were not yet tied together.
What we made
A redesigned program plan, a clear growth model, a three-year budget, a fundraising plan and donor pipeline, and updated materials, with direct work alongside leadership.
What changed
The program, the budget, and the fundraising plan now line up.
Wild Wanderers
Strategy · Coaching · Operations · Platform
What was happening
The owner was running clients, programs, the schedule, and the business side from memory and a stack of apps.
What we made
Pricing and offer work, regular owner coaching, a weekly operating rhythm, and a platform to run it.
What changed
The program, the week, and the business run from one place.
Team Esface
Strategy · Custom platform
What was happening
Coaches, athletes, parents, and staff each had their own thread of texts and spreadsheets.
What we made
One platform with a view for each role: admin, coaches, parents, and athletes.
What changed
Schedules, development plans, and communication now live in one place.
Have something you're trying to figure out?
Tell us what isn't working. A few sentences is enough. We read every note ourselves and reply with what we'd do next.