We provide systems-based, practical & impactful solutions to common operational challenges faced by small businesses & nonprofits. We work intimately with you to identify the areas that you need support with, so we can tailor solutions for your project and team. Specifically, the services we offer include:
Process Development, Operational Structuring & Implementation
Strategic Planning & Transitions
Financial Planning & Management
Board Governance/Development
Southern Sustainable Agriculture Working Group
Board Secretary & President
Dana York
Former Board Chair
401-708-6794
[email protected]
- Served as the chair of the Governance Committee, working to establish & employ best practices regarding board management & oversight. - Coordinated regular virtual communication with board & staff members across the 16 southern states. - Engaged in strategic planning, program development, & social justice direction for this regional organization. - Worked closely with the Executive Director & Board virtually. - Successfully facilitated the fiscally & socially responsible closing of the organization.
Board Governance/Development
Firefly Gathering
Board Establishment, Consulting, Administrative Director
Marissa Percoco
Executive Director
503-812-8432
[email protected]
- Helped pull together and oversee the 1023 application process. - Advised on the development of the board and board best practices, with an eye towards equity and inclusion efforts of the organization, just as the non-profit was getting established (a key moment!) - Helped current staff understand board management techniques and best practices.
Human Resources
Valley Camp Peru
Consulting
Cole York
Executive Director
912-663-0916
[email protected]
- Helped support a budding ED with full understanding of role, from management and expansion techniques and approach to technology solutions. - Often sessions revolved around personnel management, establishing protocols for reviews and evaluations, hiring and firing and job/role refinement.
Human Resources
Organic Growers School
Director of Programs & Systems Design
Lee Warren
Former Executive Director
828-772-5846
[email protected]
- Personnel Management: Proficiently managed a virtual team and staff, demonstrating strong leadership in task allocation, performance evaluation, and team development. - Onboarding Expertise: Orchestrated seamless onboarding processes for numerous team members, streamlining orientation and training activities to enhance productivity and cultural integration. - Policy Development: Contributed to the formulation and maintenance of HR policies and procedures, aligning them with the organization's mission and values. - Compliance Assurance: Upheld rigorous compliance standards, ensuring that HR activities adhered to legal and ethical regulations while championing diversity, equity, and inclusion within the organization.
Program Planning and Evaluation
Organic Growers School
Director of Programs & Systems Design
Lee Warren
Former Executive Director
828-772-5846
[email protected]
- Personnel Management: Proficiently managed a virtual team and staff, demonstrating strong leadership in task allocation, performance evaluation, and team development. - Onboarding Expertise: Orchestrated seamless onboarding processes for numerous team members, streamlining orientation and training activities to enhance productivity and cultural integration. - Policy Development: Contributed to the formulation and maintenance of HR policies and procedures, aligning them with the organization's mission and values. - Compliance Assurance: Upheld rigorous compliance standards, ensuring that HR activities adhered to legal and ethical regulations while championing diversity, equity, and inclusion within the organization.
Program Planning and Evaluation
Firefly Gathering
Board Establishment, Consulting, Administrative Director
Marissa Percoco
Executive Director
503-812-8432
[email protected]
-Strategic Visioning: Collaborated with leadership to define long-term program goals and vision, aligning them with OGS's mission of promoting sustainable agriculture and community education. -Program Development: Designed and implemented various educational programs and initiatives, catering to diverse audiences, including farmers, educators, and the general public. -Program Evaluation: Developed and executed comprehensive program evaluation strategies to assess the effectiveness and outcomes of educational programs, collecting data and feedback for continuous improvement.
Organizational Development/Change
Firefly Gathering
Board Establishment, Consulting, Administrative Director
Marissa Percoco
Executive Director
503-812-8432
[email protected]
-Nonprofit Formation: Guided this (and other) clients through the process of forming a nonprofit organization, including structuring governance, preparing articles of incorporation, and filing for tax-exempt status. -IRS Compliance: Demonstrated a comprehensive understanding of IRS regulations, ensuring that the client met the necessary criteria for tax- exempt status and complied with ongoing reporting requirements. -Documentation Preparation: Prepared and reviewed the necessary documentation for nonprofit formation, including bylaws, mission statements, and organizational policies. -Board Development: Assisted organizations in establishing effective boards of directors, guiding them in selecting board members, defining roles, and fostering governance best practices. 501(c)(3) Applications: Facilitated the preparation and submission of 501(c)(3) tax-exemption applications to the IRS, shepherding clients through the application process. Capacity Building: Collaborated with nonprofit leaders to build organizational capacity, enabling them to better serve their missions and communities. Ethical and Legal Compliance: Emphasized the importance of ethical practices and compliance with all legal obligations to build trust and credibility within the nonprofit sector.
Organizational Development/Change
Sonology
Consultant
Keith Sweezy
Executive Director
[email protected]
-Nonprofit Formation: Guided this (and other) clients through the process of forming a nonprofit organization, including structuring governance, preparing articles of incorporation, and filing for tax-exempt status. -IRS Compliance: Demonstrated a comprehensive understanding of IRS regulations, ensuring that the client met the necessary criteria for tax-exempt status and complied with ongoing reporting requirements. -Documentation Preparation: Prepared and reviewed the necessary documentation for nonprofit formation, including bylaws, mission statements, and organizational policies. -501(c)(3) Applications: Facilitated the preparation and submission of 501(c)(3) tax-exemption applications to the IRS, shepherding clients through the application process.
Western North Carolina Nonprofit Pathways
P.O. Box 7667
Asheville, NC 28802
Phone: 828-242-9028
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