SERVICES FOR OTHER ORGANIZATIONS

We are committed to supporting non-profit organizations, sports organizations, indigenous organizations and other community-based organizations in achieving their strategic objectives, maximizing stakeholder value and operating efficiently.

Governance and Oversight

We offer a comprehensive suite of services that enhance governance and oversight functions. These include:

  • Council/Board orientation and training
  • Strategic planning facilitation
  • Organizational structure and governance reviews
  • Leadership coaching
  • Public engagement and communication
  • Research

Fractional CFO Services

Looking for a senior finance executive but don’t need a full-time employee?

We can provide you with a highly experienced financial professional on a basis that provides flexibility for your organization. All of our Fractional CFOs have a Chartered Professional Accountant (CPA) designation and a minimum of 15 years of experience as a senior finance leader in complex organizations. Services our Fractional CFOs can provide include:

  • Strategic Partner to leaders (financial insights for key decisions)
  • Financial Strategy (long-term strategies, financial modelling)
  • Financial Planning (preparing budgets and forecasts)
  • Cash Flow Management (monitor, project and optimize cash flows)
  • Government Grant Applications and Fundraising Plans
  • Financial Processes & Policies

Strategy & Risk Management

We ensure your organization has robust Strategic Planning and Enterprise Risk Management practices. Specific activities we can perform to benefit your business include:

  • Establishing or renewing your Vision, Mission, Values and Objectives
  • Strategic plan development – facilitated workshops to establish a roadmap to achieve goals
  • Long-term growth planning and analysis
  • Fundraising campaign development
  • Performance monitoring by developing and tracking metrics (KPI’s / KOI’s)
  • Implementing or maturing your Enterprise Risk Management Program, including risk identification, assessment and treatment.

Executive Decision Support

Our team members have experience volunteering with non-profit boards, sports organization and indigenous organizations and supporting these organizations with key decision making. Examples of executive decision support services we offer include:

  • Strategic advisory services that assist in navigating difficult and complex situations.
  • Business case development and review
  • Developing analytical models to support what-if analysis
  • Assessing scenarios and developing recommendations for organization leadership
  • SWOT and decision matrix analysis

Coaching

Our coaching services enhance collaboration, performance and development. Whether your emphasis is on building team cohesion, managing performance or maximizing career growth can support you with this. Our tailored approach can be individual or team focused and be one-time or recurring sessions, depending on your organization’s needs. Examples of individuals or groups we offer coaching to include:

  • Organization leaders
  • Employees
  • Operational teams
  • Project teams

Portfolio and Project Management (PPM)

Selecting the right projects to pursue and managing these to completion is key to organizations progressing ahead. We provide services to support you in achieving this through:

  • PPM framework development, including governance structure
  • Portfolio analysis and prioritization
  • Business case development
  • Optimizing resource allocation and capacity planning
  • Project scheduling and timeline management
  • Portfolio and project risk management
  • Contracted project delivery resources

Additional Services

In addition to our Core Services listed above, we also provide the following services:

  • Contracted Professional Resources
  • Process Review and Optimization
  • Real Estate and Construction Services
  • Digital Marketing and Web

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