Systems That
Scale Your Impact
Operational excellence that streamlines your work, strengthens your infrastructure, and frees your team to focus on mission—not admin.
Sound Familiar?
Most nonprofit operations are held together with workarounds and willpower. These challenges are common—but they don't have to be permanent.
The Daily Reality
With Fractional Support
Time Drain
Staff spending 10+ hours per week on tasks that could be automated or streamlined
System Fragmentation
Data living in spreadsheets, email threads, shared drives, and multiple apps with no single source of truth
Key Person Risk
Institutional knowledge concentrated in one or two people, creating vulnerability when they're unavailable
Scaling Bottlenecks
Manual processes that worked at 50 clients now breaking down at 200—and you're aiming for 500
Compliance Anxiety
Uncertainty about whether you're meeting all regulatory requirements, with no systematic way to track
Communication Gaps
Information falling through cracks between departments, programs, and leadership
Why We're Different
This isn't corporate consulting—it's nonprofit-native operations expertise
Mission-Sensitive Approach
We understand that nonprofit operations aren't just about efficiency—they're about enabling mission delivery while respecting your culture and constraints.
AI-Powered Optimization
We use AI to accelerate process analysis, documentation, and automation—implementing solutions faster and more cost-effectively.
Practical, Not Perfect
We focus on improvements that work for your team today, not ideal-world solutions that require resources you don't have.
Who We Work With
We specialize in nonprofit operations across sectors—bringing relevant experience to your unique context.
Health & Human Services
Community health centers, mental health organizations, food banks, homeless services
Education & Youth
After-school programs, tutoring organizations, youth development, early childhood
Environment & Conservation
Land trusts, environmental advocacy, wildlife conservation, sustainability orgs
Arts & Culture
Museums, theaters, arts councils, cultural centers, public media
International & Relief
International development, disaster relief, refugee services, global health
Housing & Community
Affordable housing, community development, neighborhood organizations
Advocacy & Policy
Civil rights, policy research, legal aid, civic engagement
Foundations & Funders
Community foundations, family foundations, giving circles, fiscal sponsors
Growing Organizations
Budget: $500K–$5M
You've outgrown startup mode but aren't yet large enough for a full operations team. You need systems that can scale with your next phase of growth.
Established Nonprofits
Budget: $5M–$25M
You have operations infrastructure but it needs optimization. Legacy systems, accumulated workarounds, and evolving needs create complexity.
Organizations in Transition
Any size
Leadership change, merger, rapid growth, new program launch, or major grant—transitions require operational support that existing staff can't provide alone.
Need a Fractional COO?
Whether you're between operations leaders, growing beyond your current capacity, or need executive-level guidance without the full-time commitment, we can step in as your interim operations leader.
Get strategic leadership that bridges gaps, builds infrastructure, and positions your organization for sustainable growth—without the 6-month search and six-figure salary.
Leadership Transition
Your COO or operations director just left. We provide continuity while you search for the right permanent hire.
Growth Stage
You've outgrown your current operations but aren't ready to hire a full-time executive. We scale with you.
Strategic Initiative
A major project needs dedicated leadership—merger integration, new program launch, or systems overhaul.
Board Requirement
Your board wants operations leadership but budget constraints make a full-time hire unrealistic right now.
Everything You Need to Run Better
From process optimization to compliance, we cover the full spectrum of nonprofit operations. Each service area includes deep expertise and practical deliverables.
Process Optimization & Documentation
Streamline workflows, eliminate bottlenecks, and create systems that help your team work smarter instead of harder. We transform tribal knowledge into documented, repeatable processes that reduce errors and onboarding time.
Common Engagements:
Technology & Systems Integration
Get the right tools working together so your data flows seamlessly and your team has what they need. We help you build a coherent technology ecosystem that reduces manual work and improves data quality.
Common Engagements:
Compliance & Risk Management
Stay compliant, manage risk, and build the governance structures that protect your organization and mission. We create proactive systems so compliance becomes routine, not a last-minute scramble.
Common Engagements:
Financial Operations & Controls
Strengthen financial management with better processes, reporting, and controls that give you confidence and clarity. We build the operational infrastructure that supports sound financial decision-making.
Common Engagements:
HR & People Operations
Build the people infrastructure that attracts, develops, and retains great talent. We help you create employee experiences that reflect your mission and values while meeting compliance requirements.
Common Engagements:
Program Operations & Impact Measurement
Align your program delivery with your strategic goals and build systems to measure what matters. We help you demonstrate impact while improving program efficiency.
Common Engagements:
Systems We Know Inside and Out
We have deep experience with the nonprofit technology ecosystem—and we stay current so you don't have to.
CRM & Donor Management
Constituent databases, donor tracking, gift processing, acknowledgment workflows, and fundraising analytics
Financial & Accounting
General ledger, accounts payable/receivable, expense management, budgeting, and financial reporting
Project & Work Management
Task tracking, team collaboration, project timelines, resource allocation, and workflow automation
Communication & Collaboration
Email, calendaring, video conferencing, team messaging, file sharing, and scheduling tools
Email & Marketing
Email campaigns, newsletters, marketing automation, design tools, and social media management
HR & People Operations
Payroll, benefits administration, performance management, applicant tracking, and employee engagement
Integration Capabilities
We specialize in making your systems work together—eliminating duplicate data entry and creating seamless workflows across platforms. Our integration expertise includes:
What You'll Get
Tangible deliverables that strengthen your infrastructure
Operations Manuals
Comprehensive documentation of all key processes, including step-by-step procedures, responsible parties, and decision criteria
Process Maps & Workflows
Visual diagrams that clarify how work flows through your organization, identifying handoffs, approvals, and potential bottlenecks
Technology Roadmaps
Prioritized recommendations for your tech stack with implementation timelines, budget estimates, and integration requirements
Policy & Procedure Libraries
Ready-to-use policies for governance, HR, finance, and compliance—customized to your organization and sector
Dashboards & Reports
Real-time visibility into organizational health, program metrics, and financial status for staff, leadership, and board
Automation Workflows
Automated processes using Zapier, native integrations, or custom solutions that eliminate manual work and reduce errors
Training Materials
Video tutorials, quick-reference guides, and training decks that help your team adopt new processes confidently
Compliance Calendars
Annual calendars tracking all regulatory deadlines, renewals, and requirements with automated reminder systems
Onboarding Playbooks
Structured onboarding programs for new staff with checklists, training schedules, and role-specific documentation
How We Work Together
A proven process that delivers results from week one
Operations Assessment
We map your current processes, systems, and pain points to identify quick wins and strategic priorities.
Roadmap Development
We create a prioritized improvement plan that balances quick wins with longer-term infrastructure investments.
Implementation
We execute on priority improvements—documenting processes, configuring systems, and building automations.
Sustain & Improve
We train your team, monitor adoption, and continuously identify new opportunities for optimization.
Flexible Engagement Models
Choose the model that fits your needs. Every engagement is customized to your organization's specific context, budget, and goals.
Monthly Retainer
Fixed monthly investment for ongoing operational support and continuous improvement. Think of it as having a senior operations leader on your team without the full-time salary.
Best For:
Ongoing process optimization, system maintenance, compliance management, and organizations wanting steady operational improvement
EXAMPLE ENGAGEMENTS:
• Monthly process audits and optimization
• Ongoing compliance monitoring
• Technology support and troubleshooting
• Staff training and capacity building
Project-Based
Defined scope, timeline, and deliverables for specific operational initiatives. Ideal when you know what you need and want certainty on investment.
Best For:
System implementations, process overhauls, compliance audits, automation builds, and one-time infrastructure projects
EXAMPLE ENGAGEMENTS:
• CRM implementation or migration
• Operations manual development
• Technology stack assessment
• Compliance audit preparation
Hybrid Model
Combination of monthly retainer for baseline support plus project-based pricing for larger initiatives. The best of both worlds.
Best For:
Organizations with ongoing operational needs plus major infrastructure projects on the horizon
EXAMPLE ENGAGEMENTS:
• Base retainer + system implementation
• Ongoing support + annual compliance prep
• Monthly optimization + automation builds
What's Always Included
Regardless of engagement model, every client receives:
Direct Access
Email, Slack, or phone access to your fractional operations lead—no account managers in between
Documentation
All processes, decisions, and recommendations documented for your team's future reference
Team Training
Knowledge transfer to your staff so improvements stick after the engagement
Progress Reporting
Regular updates on what's been accomplished, what's in progress, and what's next
All engagements begin with a discovery conversation to understand your needs. There's no commitment until we both agree on the right approach.
Common Questions
Answers to questions we hear most often from nonprofit leaders considering fractional operations support.
How is fractional operations different from hiring a consultant?
Consultants typically assess, recommend, and leave. We embed with your team, implement solutions alongside you, and stay engaged to ensure things actually work. You get the expertise without the expensive reports that sit on a shelf. We're accountable for results, not just recommendations.
What tools and systems do you work with?
We're experienced with the full nonprofit tech stack—donor management and CRMs, project and work management platforms, accounting and financial systems, HR and payroll tools, and productivity and collaboration software. If you use it, we can probably optimize it. If you're considering new tools, we can help evaluate options and manage the selection process.
How do you handle change management?
We know that new processes only work if people actually use them. We involve your team throughout the process, create practical training materials (not 50-page manuals), provide hands-on support during transitions, and check in to ensure adoption. Our goal is sustainable change, not just documentation that gets ignored.
Can you help with our 990 and compliance requirements?
We help ensure you have the systems and processes in place to stay compliant—from 990 preparation checklists and audit prep to state registration tracking and policy documentation. For actual filing and legal advice, we'll coordinate with your accountant or attorney. We make compliance manageable, not panic-inducing.
What if we're in the middle of rapid growth?
That's often the best time for operational support. We can help you build scalable systems before you hit capacity constraints, set up processes that work at 2x or 3x your current size, and ensure your infrastructure keeps pace with your impact. Growing pains are easier to prevent than to cure.
How much does fractional operations support cost?
It depends on your needs, scope, and engagement model. Monthly retainers typically start at a fraction of what you'd pay for a full-time operations manager—giving you senior-level expertise without the full-time salary, benefits, and management overhead. We'll discuss your specific situation and provide transparent pricing before any commitment.
How quickly can you start, and what does onboarding look like?
We can typically start within 1-2 weeks of agreement. Onboarding involves a discovery phase where we review your current systems, meet key team members, and understand your immediate priorities. By week two, we're usually already working on quick wins while planning longer-term improvements.
What if we already have an operations person but they're overwhelmed?
Fractional support works great as capacity augmentation. We can take on specific projects, provide expert guidance on complex initiatives, or handle specialized work that's outside your staff's expertise—letting your team focus on what they do best. We work with your people, not around them.
How do you work with remote and hybrid teams?
We're fully set up for remote collaboration. We use the communication tools your team already uses (Slack, Teams, email, video calls), work across time zones, and can join team meetings virtually. Many clients never meet us in person—the work gets done just as effectively.
What happens when the engagement ends?
Every engagement includes knowledge transfer—we document everything, train your team, and ensure you're not dependent on us. You'll have the processes, documentation, and know-how to maintain what we've built. Many clients continue with lighter-touch support, but you'll never be left stranded.
Can you help us prepare for a leadership transition?
Absolutely. We often help document institutional knowledge, create operations manuals, and build systems that don't depend on any single person—critical for transitions. We can also provide interim operational leadership while you search for permanent staff.
How do you handle confidential and sensitive information?
We treat your organization's data with the same care we'd want for our own. We sign NDAs, follow your data security protocols, and use secure systems for document sharing. We've worked with organizations handling sensitive donor information, client data, and personnel matters—discretion is standard practice.
Ready to Run Better?
Let's talk about how fractional operations support can streamline your work and scale your impact.
No commitment required. Just a friendly conversation about your operational challenges.