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Strategic Think Partner Services
Building Nonprofit Capacity for Community Impact
Organizational assessment • Nonprofit startup & checkup • Strategic planning • Grant writing • Disaster preparedness • Cross-sector collaboration
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Strengthening Organizations, Amplifying Impact
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Jorge provides bilingual, culturally responsive strategic consulting rooted in 15+ years of community organizing and state-recognized expertise. Whether you’re a nonprofit seeking strategic direction, preparing for growth, or navigating complex challenges, we walk alongside you from your provenance toward expanded impact.
Drawing on proven experience with COPA organizing and human-centered design approaches, Jorge develops innovative strategies and forms collaborations between organizations, businesses, the faith community, and government. His work has garnered attention from state agencies, including presentations at the California Office of Emergency Services LISTOS Conference and Philanthropy California’s Regional Grant Writing Training.
Our Approach: We don’t prescribe solutions from the outside. Instead, we facilitate inclusive processes that honor your organization’s wisdom and community knowledge while bringing strategic frameworks, proven tools, and external perspective to help you achieve your vision.
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Our Strategic Services
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Organizational Assessment & Capacity Building
Comprehensive organizational health assessment that identifies strengths, gaps, and opportunities for strengthening your infrastructure and operations. We provide honest, actionable insights that guide targeted capacity building investments.
Assessment Areas:
- Governance and board effectiveness
- Leadership and management systems
- Financial management and sustainability
- Program quality and evaluation
- Fundraising and development capacity
- Human resources and staffing
- Technology and data systems
- Community engagement and partnerships
- Equity and inclusion practices
Deliverables:
- Comprehensive assessment report with findings
- Organizational strengths analysis
- Priority gaps and opportunities identified
- Capacity building roadmap with recommendations
- Action plan with sequenced next steps
- Board presentation and discussion facilitation
Timeline:
4-6 weeks total
• Week 1-2: Document review & interviews
• Week 3: Data analysis & synthesis
• Week 4-5: Report development
• Week 6: Presentation & discussion
Ideal For:
Organizations experiencing growing pains • Groups preparing for strategic planning • Nonprofits seeking funder capacity building support • Leadership transitions requiring baseline assessment • Boards wanting organizational health check
Nonprofit Startup & Organizational Checkup
Whether you’re launching a new nonprofit or ensuring your existing organization is not just in good standing but truly viable and thriving, we provide end-to-end support for organizational health and sustainability.
🚀 Nonprofit Startup
Launch your nonprofit with a strong foundation from day one.
Startup Package Includes:
- Feasibility assessment and planning
- Mission, vision, values development
- Legal structure consultation
- 501(c)(3) application preparation
- Founding board recruitment and orientation
- Bylaws and governance policies
- Initial budgeting and financial systems
- Program design framework
- First-year operational plan
- Fundraising strategy development
- Website and branding guidance
- First-year implementation support
Timeline: 12-16 weeks with first-year support
✅ Nonprofit Checkup
Ensure your organization is not just in good standing, but viable, healthy, and positioned for sustainable growth.
Checkup Includes:
- Legal compliance review (IRS, state filings, registrations)
- Good standing verification (Secretary of State, AG)
- Financial health assessment (cash flow, reserves, sustainability)
- Governance audit (board composition, meeting frequency, decision-making)
- Program viability analysis (outcomes, efficiency, community need)
- Risk assessment (insurance, policies, liability exposure)
- Operational systems review (HR, finance, technology)
- Fundraising effectiveness evaluation
- Community relationships and partnerships assessment
- Remediation action plan for any issues identified
- Sustainability roadmap with recommendations
Timeline: 3-4 weeks with follow-up support
Why Get a Nonprofit Checkup?
Being in “good standing” with the state just means your paperwork is filed—it doesn’t mean your organization is healthy, sustainable, or positioned for growth. A checkup ensures you’re not just compliant, but viable:
- Financial viability: Do you have healthy cash flow and reserves?
- Program viability: Are your programs meeting community needs effectively?
- Governance viability: Is your board engaged and effective?
- Operational viability: Are your systems sustainable as you grow?
- Community viability: Are your relationships and partnerships strong?
Ideal For:
Startup: Groups ready to formalize as a nonprofit • Passionate leaders with a mission • Fiscal sponsorship arrangements transitioning to independence
Checkup: Established nonprofits wanting to ensure health • Organizations preparing for major growth • Boards concerned about organizational sustainability • Groups applying for larger funding requiring due diligence
Strategic Planning & Capacity Building
Collaborative strategic planning that honors your organization’s provenance while charting pathways to expanded impact. We facilitate inclusive processes that engage your team, board, and community stakeholders to develop actionable, community-centered strategic plans.
Deliverables:
- Stakeholder engagement process design and facilitation (3-5 sessions)
- Environmental scan and SWOT analysis
- Mission/vision refinement (if needed)
- 3-5 year strategic plan with goals, objectives, and timeline
- Theory of change or logic model
- Implementation timeline with milestones
- Resource allocation recommendations
- Evaluation framework
- Executive summary for board and funders
Timeline:
8-10 weeks total
• Week 1-2: Discovery & assessment
• Week 3-4: Planning sessions
• Week 5-6: Draft development
• Week 7-8: Refinement & finalization
Ideal For:
Organizations needing strategic direction or renewal • Groups preparing for growth or transition • Nonprofits seeking to deepen community engagement • Organizations requiring funder-ready strategic plans
Grant Writing & Fundraising Strategy
Comprehensive grant writing and fundraising strategy development that tells your authentic story while meeting funder requirements. We combine compelling narrative with data-driven impact demonstration to secure resources for your mission.
Per-Grant Writing
Professional proposal development for specific opportunities
- Funder research and alignment
- Narrative development
- Budget creation
- Supporting documents
- Submission support
Fundraising Strategy
Comprehensive development planning
- Current state assessment
- Funder landscape analysis
- Revenue diversification
- Grant calendar development
- Donor cultivation plan
- 12-month implementation roadmap
Ongoing Grant Writing Support
Partnership for continuous grant support
- Quarterly grant writing (2-4 proposals)
- Continuous funder research
- Grant calendar management
- Report writing support
- Priority access for deadlines
- Quarterly strategy reviews
Donor & Funder Engagement
Build and strengthen relationships that fuel your mission
- Donor identification and prospect research
- Cultivation strategy development
- Stewardship program design
- Funder relationship mapping
- Engagement event planning
- Communication and storytelling support
- Major gift solicitation guidance
Ideal For:
Organizations without dedicated development staff • Groups pursuing major federal or foundation grants • Nonprofits wanting to diversify funding • Development teams needing capacity support
Disaster Preparedness & Organizational Resilience
State-Recognized Expertise: Jorge presented disaster preparedness best practices at the 2024 California Office of Emergency Services LISTOS Conference and managed disaster response during California’s 2023 atmospheric river storms.
Build organizational resilience to weather any storm. We help organizations prepare for, respond to, and recover from disasters—from natural disasters to operational crises—ensuring continuity of services to your community when they need you most.
Core Components:
- Risk assessment and hazard analysis
- Business continuity planning
- Emergency communications strategy
- Data protection and IT resilience
- Staff training and preparedness
- Financial resilience planning
- Partner coordination agreements
- Testing and exercise program
Service Levels:
- Basic: Essential preparedness foundation
- Comprehensive: Full organizational resilience
- Annual Review: Ongoing plan maintenance
Timelines: 4-8 weeks depending on scope
Ideal For:
Organizations in high-risk areas • Service providers with vulnerable populations • Multi-site operations • Groups with funder requirements for disaster plans • Organizations learning from recent disasters
Cross-Sector Collaboration & Partnership Development
Facilitate powerful partnerships between nonprofits, businesses, faith communities, and government that multiply community impact. We design and support collaborative initiatives that honor diverse perspectives while achieving shared goals.
Partnership Development
- Partner identification and outreach
- Partnership structure design
- Memoranda of understanding
- Collaborative governance models
- Shared measurement frameworks
Collective Impact Initiatives
- Coalition building and facilitation
- Common agenda development
- Backbone organization support
- Multi-stakeholder engagement
- Continuous communication systems
Ideal For:
Organizations seeking to amplify impact through partnership • Communities addressing complex challenges requiring coordinated response • Funders wanting to strengthen collaborative efforts • Multi-sector initiatives needing facilitation support
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Ready to Strengthen Your Organization?
Let’s have a conversation about your organization’s needs and how we can support your journey from provenance to expanded community impact.
The Provenance Solution LLC
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