Strategy, Structure
& Momentum for Those Driven by Mission
Whether you’re trying to raise more funds, attract more users, realign your team, or finally launch that next big thing — I help you cut through the noise and move forward with clarity and confidence.
Here’s just a smattering of the ways I can help:
Strategic Planning + Implementation
When your programs or momentum feel stalled or stuck. When it would be great if you could just raise 10% more money. When you need your board and staff to align around a common purpose.
We can’t move forward when we don’t know where we’re going — or when our team is misaligned — but strategic plans don’t work if they live on a dusty shelf. If you need a spark, let’s chat about a dynamic, engaging strategic planning process that brings your stakeholders in, reflects both reality and possibility, and ends with a roadmap to bring you closer to where you want to be as an organization.
Organizational Alignment + Staff Support
Get your people, processes, and priorities working together: staff is new or out of sync, you need to work smarter (not harder), your team craves coaching, mentorship, and a sounding board.
Nonprofits are forever under-resourced, so let’s maximize your staff’s abilities and give them the tools they need to do their best work. Organizational and advancement office audits — often combined with ongoing coaching — enable smoother operations and improved results. Whether your institution is decades old or fledgling in nature, Broad Lake works with nonprofit boards, leadership teams, and development offices to build better versions of themselves.
Governance Refresh
Help your board help you.
Board bylaws, self-assessments, education, and training are the building blocks of great leadership. Let us help your trustees identify their best skillsets, recruitment needs, and areas for growth — and provide the coaching and resources you need to support them.
Campaign Readiness + Launch
Everyone loves a campaign, but preparation is key to success.
Pre-campaign audits, a compelling case for support, and a realistic gift pyramid: these building blocks are the foundation of a great capital campaign. Broad Lake partners with select clients on pre-campaign work, feasibility studies, and as ongoing campaign counsel.
Coaching + Growing
Getting better, together.
Need a speaker or coach for your team, org, or association? Recent engagements for TEMPO Milwaukee and AFP’s Fundraising Day Wisconsin have covered career shifts, relationship building, and leveraging change management principles for stronger donor outcomes.