Services by Complexity & Responsibility
When thinking about how we collaborate with your team, a useful way to think about our services is based on the level of skill, experience, and responsibility for a given function. Strategic support will be provided by a senior leader on our team, typically our CEO. Operational support is often provided behind the scenes with internal expertise (specialists in HR, IT, communications, and more…) while transactional support is delivered by your main point of contact on a day-to-day basis.
Build a better future
Strategic Support
- Enhance the effectiveness of the relationship between management and the board.
- Develop robust risk management, quality improvement, and technology optimization plans.
- Act on behalf of your organization to negotiate contracts and other stakeholder relations needs.
- Improve financial planning & analysis, organizational design, and operational practices to generate new revenue streams while reducing costs.
Includes:
- Executive leadership (outsourced CFO, COO, CTO, etc.)
- Financial modelling
- Risk management
- Information flow and data integration
- Large procurement negotiations
- Strategic planning
- Quality improvement
- Stakeholder relations
- Organizational design
Simplify today
Operational Support
- Do your front-line staff feel like they align to the mission and strategy? Is your performance management framework aligned?
- Are there effective and efficient processes to disseminate information and receive feedback from staff and clients?
- Have you leveraged technology to automate information management and future-proof your organization?
The operations function is the key to unlocking the potential of your strategy and building a creative, resilient organization. Unfortunately, this area is often neglected due to lack of resources and expertise.
If you answered “No” or “Not sure” to any of the above hypothetical questions, contact us to find out how we can help.
Includes:
- Procurement
- Funder & CRA reporting
- Data management & analysis
- Audit support
- IT vendor management
- IT network administration
- Programming and automation
- Project management
- Quality assurance
- Facilities management
Focus on your mission
Transactional Support
Before long, you will need to think about applying for funding, managing employees, paying bills, reporting performance, and receiving clean audits. This work is especially complex in the not-for-profit sector because everyone you report to will want the same information presented differently. To avoid major headaches, this needs to be managed at a transaction level, requiring specialized skillsets.
Our team can manage all aspects of your day-to-day operations to ensure:
- Simplicity for your staff
- Dynamic and flexible reporting capabilities
- Strong compliance for Boards, regulators, and funders
- Fit-for-purpose processes and systems to save you time and money
Includes:
- Accounts payable & receivable
- Payroll
- IT user access management
- Scheduling
- Staff onboarding
- Data collection and data entry
- Board administrative support
- Project coordination
- Donor management
Book a free virtual consultation
Booking a free, no obligations virtual consultation with Purpose Forward is easy! To learn more about how we can accelerate your mission, please provide the details below and we will send a virtual meeting link to connect at your preferred time.