Consulting
Operational Assessment
A structured review of how your nonprofit runs day to day — from committee handovers to reporting rhythms and volunteer intake.
Who this is for
Executive directors and volunteer boards of incorporated associations, charities registered with the ACNC, and community foundations with fewer than thirty paid staff. The assessment suits organisations that have grown past informal routines but have not yet invested in documented operations.
What you receive
Over three to five weeks we interview key people, observe a committee meeting if possible, and review the documents that actually govern your work — not the policy binder nobody opens. You receive a written report with a visual process map, a ranked list of operational risks, and practical templates where gaps exist.
How it unfolds
- Scoping call — we confirm objectives, access to documents, and interview list.
- Discovery — interviews and document review, typically two on-site half-days.
- Draft findings — shared with the executive for factual check before the board sees them.
- Final report and presentation — delivered to the board with time for questions.
Next step
Request a scoped conversation through our contact page. We will send a brief intake questionnaire and propose dates within five business days.
Included
- Stakeholder interviews with executive, board chair, and two committee leads
- Review of current policies, rosters, and reporting templates
- Process map of key operational cycles (e.g. AGM prep, grant acquittal, volunteer onboarding)
- Prioritised recommendations with implementation sequence
- 90-minute board presentation and Q&A
Not included
- Legal advice on constitution or tax status
- Recruitment or placement of staff
- Ongoing implementation support (available as separate retainer)
Pricing basis: From $4,800 (quote based on staff size and site visits)
Typical duration: 3–5 weeks
Delivery: On-site and remote sessions