Excelsior Consulting offers the following services. Click the link to jump to that section to learn more.
Nonprofit Governance
Excelsior Consulting recognizes the critical role that effective board governance plays in the success and sustainability of nonprofit organizations. After more than forty years of board service herself, Peggy has had more than 1,200 nonprofits as her clients – and that always includes work with the board. She has a deep understanding of the unique challenges and complexities faced by nonprofits, she and her team offer a comprehensive range of board governance services tailored to the specific needs of each organization. Our goal is to empower nonprofit boards to fulfill their fiduciary responsibilities, provide strategic direction, work effectively with their staff leadership, and support the overall mission of the organization.
At Excelsior Consulting, we begin our board governance services by conducting a thorough assessment of the current board structure, processes, and practices. This assessment helps us identify strengths and areas for improvement, ensuring that our recommendations are tailored to the specific needs of the organization. We work closely with board members, executive leadership, and key stakeholders to gain a comprehensive understanding of the organization’s goals, challenges, and aspirations.
Based on the assessment findings, Excelsior Consulting provides tailored recommendations and practical guidance to enhance board effectiveness. We assist nonprofits in areas such as board recruitment and orientation, board training and development, board composition and diversity, board meeting facilitation, and board self-assessment. Our experienced consultants work collaboratively with boards to strengthen governance structures, improve decision-making processes, and foster a culture of accountability and transparency.
In addition, Excelsior Consulting recognizes the importance of establishing clear roles and responsibilities between the board and executive leadership. We help nonprofits establish effective governance policies, including bylaws, codes of conduct, and conflict of interest policies. By clarifying the roles and expectations of both the board and executive leadership, we promote a harmonious and productive working relationship that optimizes the organization’s effectiveness and impact.
Furthermore, Excelsior Consulting understands that board governance is an ongoing process that requires continuous evaluation and improvement. We assist nonprofits in implementing mechanisms for regular board evaluation and performance monitoring, providing feedback and recommendations for continuous growth and development. We also offer training and capacity-building workshops to strengthen the skills and knowledge of board members, enabling them to make informed decisions and effectively contribute to the organization’s strategic direction.
In summary, Excelsior Consulting’s board governance services are designed to strengthen the effectiveness and impact of nonprofit boards. By conducting comprehensive assessments, providing tailored recommendations, and offering ongoing support, we empower nonprofit boards to fulfill their fiduciary responsibilities, provide strategic guidance, and support the overall success of the organization. With our expertise, nonprofits can establish strong governance structures, foster a culture of accountability and transparency, and ensure sustainable growth and positive social impact.
Back to TopStrategic Planning
Excelsior Consulting is dedicated to supporting nonprofits in their strategic planning endeavors, offering a comprehensive range of services tailored to the unique needs and challenges faced by organizations in the nonprofit sector. With deep expertise in strategic planning and a decades-long understanding of the nonprofit landscape, Excelsior Consulting is well-equipped to guide nonprofits through the process of developing effective strategies to achieve their mission and maximize their impact.
At Excelsior Consulting, we recognize that strategic planning is a crucial element for the long-term success of nonprofits. Our team of experienced consultants works closely with nonprofit leaders and stakeholders to gain a thorough understanding of their organization’s goals, values, and challenges. We then facilitate a collaborative process to develop a strategic plan that aligns with the organization’s mission and vision. By engaging key stakeholders, such as board members, staff, volunteers, and beneficiaries, we ensure that diverse perspectives are incorporated, fostering a sense of ownership and buy-in throughout the planning process.
Our strategic planning services encompass a range of key elements, including conducting a comprehensive analysis of the organization’s internal and external environment, identifying strengths, weaknesses, opportunities, and threats (SWOT analysis), and defining clear goals and objectives. We assist nonprofits in developing actionable strategies to address challenges, seize opportunities, and enhance their impact. Whether it involves refining programmatic focus, diversifying funding sources, strengthening governance structures, or expanding community partnerships, Excelsior Consulting provides customized recommendations and practical guidance to enable nonprofits to thrive in an ever-evolving landscape.
Furthermore, Excelsior Consulting understands that strategic planning is not a one-time event but an ongoing process. We help nonprofits create a framework for monitoring progress, measuring outcomes, and making necessary adjustments along the way. Our team provides guidance on establishing key performance indicators (KPIs) and designing evaluation mechanisms to ensure the organization remains on track toward its strategic goals. We believe in building capacity within nonprofits, and thus, we also offer training and workshops to equip staff and board members with the skills necessary for successful plan implementation and evaluation.
In summary, Excelsior Consulting’s strategic planning services provide nonprofits with a roadmap for achieving their mission and realizing their full potential. Through a collaborative and iterative process, we assist organizations in developing a comprehensive strategic plan that aligns with their values, leverages their strengths, and addresses their challenges. With our expertise, nonprofits can navigate the complex landscape they operate in, adapt to change, and make informed decisions that lead to sustainable growth and positive social impact.
Back to TopResource Development
Excelsior Consulting understands that resource development is a critical aspect of nonprofit sustainability and growth. We offer a range of comprehensive services tailored to help nonprofits maximize their fundraising efforts and diversify their revenue streams. Working in Pittsburgh for the last twenty four years and within this vibrant funding community, our team of experienced consultants brings deep expertise in resource development and a thorough understanding of the nonprofit landscape, allowing us to provide strategic guidance and practical support to organizations of all sizes.
At Excelsior Consulting, we begin our resource development services by conducting a thorough assessment of the organization’s current fundraising strategies, systems, and capacities. We work closely with nonprofit board and staff to gain a comprehensive understanding of their fundraising goals, challenges, and aspirations. This assessment helps us identify opportunities for improvement and tailor our recommendations to the specific needs and context of the organization.
Based on the assessment findings, Excelsior Consulting provides customized recommendations and practical guidance to enhance resource development efforts. We assist nonprofits in developing comprehensive fundraising plans, setting realistic goals, and implementing effective strategies. Whether it’s individual giving, corporate partnerships, grant writing, events, or foundation solicitation, our consultants provide expertise in various fundraising avenues and help nonprofits develop a diversified and sustainable resource portfolio.
Furthermore, Excelsior Consulting recognizes the importance of building strong relationships with donors and stakeholders. We provide guidance on donor cultivation, stewardship, and retention strategies, helping nonprofits establish effective donor communication and engagement practices. We also assist in identifying and targeting prospective donors and developing compelling messaging and storytelling that resonates with the organization’s mission and values.
In addition to fundraising, Excelsior Consulting recognizes the significance of resource development beyond financial contributions. We support nonprofits in exploring and leveraging other types of resources, such as in-kind donations, volunteer engagement, strategic partnerships, and collaborations. By broadening the definition of resources and fostering community engagement, we help nonprofits expand their impact and sustainability.
Moreover, Excelsior Consulting understands that successful resource development requires building internal capacity within nonprofits. We offer training and workshops to equip staff, board members, and volunteers with the skills and knowledge necessary for effective fundraising and resource mobilization. From developing fundraising strategies to building donor relationships and implementing best practices, our capacity-building services empower nonprofits to take their resource development efforts to new heights.
In summary, Excelsior Consulting’s resource development services are designed to help nonprofits optimize their fundraising efforts, diversify revenue streams, and build sustainable resource portfolios. Through assessments, strategic planning, capacity-building, and practical guidance, we assist nonprofits in developing comprehensive fundraising strategies, cultivating donor relationships, and leveraging a variety of resources. With our expertise, nonprofits can enhance their financial sustainability, expand their reach, and achieve their mission-driven goals.