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Strategic Program and Mission Review

Non-profit organizations face the same complex economic issues that affect the world around them. In many cases, these organizations also have to respond to a number of important constituencies, often with very different needs and types of experience.

How can a successful non-profit organization make difficult choices and do the important work of meeting its mission?

Achieving this balance often depends on taking a new look at current operations:
  • Are there new ways to structure or staff the organization or its programs that have already proven to be successful?
  • Should the organization create new programs that address current needs?
  • Are there potential partners who can provide resources to expand an existing program or initiate a new one?
  • Are there new roles and responsibilities that should be assumed by Board members?
  • Does the Board need to make changes in its own operations, structure, or membership to meet its responsibilities in the current environment?
Taking a new look at a successful organization often requires an entirely new perspective. EPIC Wealth Advisors assists non-profits address these and other central questions by:
  • Facilitating staff and board discussions to identify and prioritize the most critical issues facing the organization
  • Designing specific action plans for addressing identified programmatic, staffing, and structural issues
  • Collecting, analyzing, and presenting data needed for effective funding and implementation of programmatic initiatives
  • Providing executive coaching, teambuilding, and board development for improved effectiveness
EPIC Wealth Advisors personnel have worked a broad range of non-profit organizations to improve their leadership capabilities and their abilities to deliver on their missions.

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Non-Profit Services

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