Excelevate PB LLC
here's the truth
It's easy to get overwhelmed with best practices and regulations. You need expertise and straightforward plans of action that will connect the dots, so you can connect the dots for others.
I know what it takes to build bridges to people and resources.
By teaming up, we can create straightforward plans of action that offer more clarity with less effort on your part. As we connect the dots together, you'll gain the ability to guide and support your community and stakeholders. Let's work together to construct sustainable, impactful alliances and equitable, relevant programs and policies.
here's how i can help
Service Offerings
Service packages are meticulously crafted to accommodate varying budgets, requirements, and capacities, ensuring there's an option tailored just for you.
I offer three categories of support.
Thought
Partnership
I will partner with you to clarify your ideas and bring the best ones to life. I'm available for research, brainstorming, roadmapping, and strategy sessions.
Planning & Development
From clarifying and prioritizing goals to assessing your capacity and environmental landscape to documenting and customizing processes, this support is designed to turn your needs into strategies and actionable steps.
Organizational Structure
Allow me to leverage my expertise and leadership experience to help you build programs and organizations customized to your unique vision and compliant with legal requirements.
Planning & Development
Fund Development Plans
These plans will save you time, provide you with an approachable long range roadmap and actionable steps, while leveraging your existing capacity to identify and secure the resources you need for ongoing sustainability and success. Giving you capacity to direct your resources to viable options, nurture and develop key relationships, and reduce waste and dependency on options that don’t match the community need or your workflows.
Essentials
Receive a tailored 1-3 year plan that aligns with your needs, goals, and capacities, along with key decision points with important considerations, and guidance on next steps.
Growth Accelerator
In addition to receiving all the essentials plan offers, we will create data-informed tools including a Fund Development Assessment and Fund Development Road Map.
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This value-add includes everything in the Essentials package.
Gold Standard
This package steps it up and includes strategic guidance and practical support that will deliver short- medium- and long-term perspective and structure. I'll help identify additional income strategies, develop a policies manual, suggest business model updates, and provide an Annual Strategic Planning Tool to keep you on track.
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This strategic investment offers unparalleled value by including everything in the Essentials and Growth Accelerator packages.
Board Development
These packages are designed to help you quickly and simply level up your approach by improving the way your board does business, including actually achieving your strategic plans. This will help you streamline meetings, prioritize activities tied to the mission and strategic plans, ready the board for growth, and create sustainable, adaptable values-based structures so the board can lead with confidence and competence.
Essentials
We will work together to develop and/or revise up to two board administration tools, ensuring they meet your specific needs and enhance governance efficiency.
Growth Accelerator
I'll evaluate your board structure and resources, then transform your goals or strategic plans into actionable board processes, ensuring alignment and effectiveness.
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This value-add includes everything in the Essentials package.
Gold Standard
I'll help identify a values-aligned governance model, conduct legal document reviews, ensure regulatory compliance, and provide one customized board training of your choice (options include: fund development, equitable practices, strategic planning, effective board meetings, progress measurement, and values-based decision-making).
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This strategic investment offers unparalleled value by including everything in the Essentials and Growth Accelerator packages.
Organizational Structure
I offer structural support for government entities in the form of program modeling. These services are designed to help you bring your community vision to life. I will help you build innovative, sustainable, and compliant organization and program models that you can grow into - well suited to meet both current and future needs.
Program Modeling
Essentials
I offer comprehensive assistance to design or update your programs by exploring various structural options, identifying legal considerations, and identifying key decision points to ensure you can make informed values-aligned choices.
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Growth Accelerator
This service provides additional context and direction for selecting and curating a program model. I will help you chart a path forward by thoroughly assessing the environmental landscape of your program and create a detailed road map to guide your implementation or improvement journey.
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This value-add includes everything in the Essentials package.
Gold Standard
This service provides comprehensive support that will also identify strategic areas of investment. Together we will build a values-based program using a holistic and innovative design method. I will also support understanding and developing sustainable funding strategies, establishing metrics for improvement, and conducting preliminary partner or resource identification to ensure the long term success of your initiative.
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This strategic investment offers unparalleled value by including everything in the Essentials and Growth Accelerator packages.