The Organizational Review follows a structured, three-phase process that uses the nationally recognized 501 Commons Five Elements Assessment as its foundation:

Phase 1 – Self-Assessment
The agency begins by completing the Five Elements self-assessment, covering governance, fundraising, communications, planning, and management. This self-evaluation is shared with the consulting team two weeks before the site visit. A preparation call is then held to identify current challenges and customize the site visit agenda and required background materials.

Phase 2 – Onsite Discovery Sessions
The consulting team conducts in-depth, facilitated conversations with board members, staff, volunteers, and clients. These sessions provide valuable insight into organizational strengths, challenges, and culture.

Phase 3 – Observations & Recommendations Report
Within one month of the site visit, the Principal and Associate Consultant present a written report and lead a follow-up discussion with the agency’s leadership.