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Excelevate PB LLC
stop drowning in data.
Coming Soon: The Strategic Funding Tracker.
Join the waitlist and download a free Funder Assessment.

insights
You Should Know This
I'll keep you informed with the latest and greatest about how to do good better.


Want to Diversify Your Funding? Stop Guessing.
You can't diversify if you don't know your funder dependency. Learn the critical analysis step that must come before prospecting. Free checklist inside!


Lessons Learned
Learn 2 non-negotiable strategic lessons from 2025 on system building, and mature movement action to prepare for 2026.


You Don't Have a "Data Problem." You Have a "Clarity Problem."
Your scattered funding data is a clarity problem, not a character flaw. Announcing the beta test for the Strategic Funding Tracker, designed to fix this.


Must Reads - Emergent Strategy
A consultant's take on Emergent Strategy. It's not just a theory—it's an empowering toolkit for nonprofit and public sector leaders to move beyond rigid plans and adapt to change.


Must Reads - The Price of Humanity
Author Amy Schiller is a rebel. Her book, "The Price of Humanity," confronts the core beliefs of the nonprofit sector, challenging everyone from frontline staff to individual donors. This review breaks down why this intense, studied, and vital book gets my nod and is not merely an academic exercise, but a practical tool for transformation.


Lessons Learned
Last year's dose of brilliance "By three methods we may learn wisdom: First, by reflection, which Is noblest; Second, by imitation, which is easiest; and third by experience, which is the bitterest.” – Confucius Table of Contents 1. Overview 2. Alternative Governance Models 3. Systems Thinking 4. Returning to Philanthropy's Roots 5. What's Next Key Takeaways Governance is leadership at scale and can provide a framework for downstream values-based planning,


Lessons Learned
Finding your margin “Without reflection, we go blindly on our way, creating more unintended consequences, and failing to achieve anything useful.” – Margaret J. Wheatley Table of Contents 1. On Lessons Learned 2. Finding Your Margin 3. Value in the Margin 4. What's Next 5. Resources to Fill Your Toolbox Key Takeaways Think of your position in terms of your lanes not your limits. Empty space is necessary. Find value in your margins by living your values. On


Refinement: Success in the Streamlined Approach
Part 3 What to do when you are not ready for a full scope evaluation Sometimes the best strategy is to streamline your strategy. Refining...


Refinement: Success in the Streamlined Approach
Part 2 No time or resources for strategic planning? Try an interim plan for clear direction and peak effectiveness. Sometimes the best...


Refinement: Success in the Streamlined Approach
Part 1 Saying “yes” too much? Knowing how goals are different from priorities can change that. Sometimes the best strategy is to...


Values-Based Leadership
Part 3 Values Building at the Top - Questions for Existing & Emerging Leadership Excellence starts from within. Intention and words will...


Values-Based Leadership
We are discussing values-based leadership. Join us in part 2 as we learn about turning your values into useful operational tools.
The Solutions You Need To Thrive
Are you ready to shift from run of the mill to leader in your field?
Reach out to see how I can help you gain the capacity and confidence to thrive.
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