Strategy and Governance

Strategic Planning

Strategic planning is an organization’s process of defining its strategy and of making decisions on allocating its resources to pursue this strategy. It may also extend to control mechanisms for guiding the implementation of the strategy. Often, organizations focus on strategy and do not think carefully enough about execution. PASS helps develop practices and tactics that are within each organization’s capacities to execute.

Results: PASS compiled a four-month assessment and 100-page strategic plan for the C40 Cities Climate Leadership Group

Board Development

Board development and recruitment are critical components of organizational well-being. An appropriately engaged and aligned board has an important business function and plays a critical proactive—rather than reactive—role in executing and delivering on stated objectives. PASS greatly enhances an organization’s level of success by deploying a strategic and ongoing recruitment function, while also working with the current Board to maximize their service.

Results: PASS brought in two new board members—each with the capacity to give transformational gifts to an organization—to the board of Relief International

Financial Governance

In the absence of adopted policies and procedures, an organization is likely to operate under a set of assumptions that may not be accurate and productive. Financial policies and procedures are among the most critical policies an organization must have to meet its fiduciary responsibilities. PASS assesses an organization and helps to identify potential weaknesses in governance. Once identified, PASS can work with your organization to create and approve policies to meet your needs.

Results: PASS updated United Muslim Relief’s gift acceptance policy and associated documents

Due Diligence

Conducting due diligence on a potential grantee or grantor is a unique process for each situation. PASS’s experience in research and strategy can guide your process for deciding whether to invest in a nonprofit or accept a grant by evaluating: how critical to your strategy the grant is; whether this support is very important; whether the grant may be potentially controversial in any way; and the level of familiarity with the organization or grantee. Having PASS assist in determining the level of due diligence required will help you focus on the most important questions and maximize your efficiency.

Coaching, Training, & Workshops

Any organization can have a good fundraising program. We help organizations have great fundraising programs. By approaching fundraising as a practice, we offer training and workshops to help organizations and fundraisers implement effective practices for their philanthropic niche in discrete and clear terms. We offer half-day, full-day, and custom programs to help organizations have the skills and practices to achieve their objectives.

Results: PASS has delivered fundraising workshops nationwide, including one in Dallas, TX which was well-received by participating members of the United Muslim Relief fundraising team. As one participant said, “I wanted to thank you for the very informative presentation… It really gave me clarity on ‘what to do next.'”

Contact Us for a free consultation by phone or in-person. With any signed contract, we include a complementary, free, all-day training workshop for your fundraising staff.