STRATEGY & GOVERNANCE
Strategy & Governance for Nonprofits
Strong nonprofit strategies require financial discipline, clear decision rights and effective board oversight. AMPRESA helps organizations translate plans into financial models and strengthen the governance structures that support execution.
Strategic Plan Financial Modeling
For nonprofits in or entering a strategic planning process.
As your strategic plan develops, I model the financial impact of proposed changes, including infrastructure, new programs and new revenue streams. The models are revised through each planning iteration so you can compare alternatives and make better-informed decisions. The finished models provide the financial framework needed to build annual, five-year and capital budgets that support the adopted plan.
What You Receive
Scenario models clearly identifying factors and results.
A five-year operating budget framework aligned to the adopted plan.
A capital budget.
TIMELINE & FORMAT
Aligned to your planning calendar. Fee structure based on each client’s unique needs.
Governance Architecture
For nonprofits whose governance documents are due for review, particularly every three to five years or sooner after a leadership change or period of significant transition.
The review helps determine whether the way the organization currently operates remains aligned with its governance framework.
What I Do
Clarify who holds which duties: what is delegated to committees, what stays with the full board and what belongs to staff.
Define the thresholds that move a decision up and the path it travels when it does.
Map the working relationship between staff, committees and the board, including what information moves between them and when.
Review board-adopted financial policies against current operations, including reserve and investment policy, spending and signing authority, conflict of interest and document retention.
What You Receive
A governance assessment and report.
A delegation-of-authority matrix with current financial thresholds.
A financial policy and procedure manual.
Board composition and recruitment recommendations tied to oversight needs.
Support through board adoption.
TIMELINE & FORMAT
Aligned to your board meeting calendar. Fixed fee.
Finance Committee Design
For nonprofits whose finance committee members feel underused and whose staff feels nitpicked.
AMPRESA helps build a better finance committee architecture and move meetings toward conversations that strengthen the organization.
What I Do
Assess the committee against the Finance Committee Blueprint, including a three-tier committee self-assessment.
Review the current charter, meeting cadence and reporting package.
Provide committee implementation support.
Guide staff through the first cycles of the new rhythm until it becomes the default.
What You Receive
A committee design assessment and report.
Committee architecture documents: a revised charter, cadence calendar and reporting-package template.
Meeting implementation support.
TIMELINE & FORMAT
Three to six months. Fixed fee.