Define the structure needed to connect existing goals, programs, grants, KPIs, data, systems, AI opportunities, workflows, governance, and reporting needs into clearer impact visibility.
Each engagement includes a focused set of deliverables designed to create clarity, structure, and practical next steps.
Identifies current fragmentation, gaps, risks, and opportunities across impact tracking, reporting, systems, workflows, and ownership.
A nonprofit needs weeks to prepare a board impact update because program data, grant notes, KPI definitions, and impact stories are spread across different files and people. The assessment identifies where the process breaks down and what needs to be fixed first.
Shows how goals, programs, grants, KPIs, data, systems, stories, and reporting needs connect.
A youth education nonprofit has a goal to improve student readiness. The map shows which programs support that goal, which grants fund the work, which KPIs show progress, where the data comes from, and which stories help explain the results.
Defines the priority reporting audiences, recurring reports, decisions, and information needs.
The board needs quarterly progress against goals. A funder needs grant-specific outcomes twice a year. Leadership needs monthly visibility into program activity. The map clarifies what each audience needs and what information supports it.
Defines who owns updates, quality, review, reporting inputs, and ongoing maintenance.
Program leads own program updates. Development owns grant reporting requirements. Operations owns data quality checks. Leadership owns review and decision cadence. This prevents reporting from depending on one person’s memory.
Prioritizes next steps, sequencing, and the practical implementation path.
- First 30 days: confirm reporting needs and ownership.
- Next 60 days: structure goals, programs, grants, KPIs, and workflows.
- Next 90 days: implement Track Impact Now, adoption routines, and reporting review cadence.