Before we meet, let's make sure the hour counts.

This form helps me understand where your organization stands today and where you want it to go. Fill out what is relevant. There are no wrong answers, only incomplete ones.

Form completion

About You

* Required

Your Name *

Email Address *

Phone Number (optional)

Your Title / Role *

How long have you been with this organization? *

Briefly describe your background before this role (prior roles, sectors, experience)

The Organization

Organization Name *

Mission Focus / Type *

Year Founded

501(c) Status

Annual Operating Budget (approximate) *

Staff Size (paid employees) *

Who does your organization serve? Describe your primary population and any relevant cultural, geographic, or community context. *

What does your organization do? Plain terms, not your mission statement. *

What makes your approach different from other organizations serving this population?

Leadership and Governance

Describe your current leadership structure. Who runs the organization day to day? How does the board relate to staff? *

How engaged is your board? Governing, fundraising, rubber-stamping, or somewhere in between?

How dependent is the organization on you personally? 1 = runs without me, 5 = stops if I leave

              Runs without me3Stops if I leave
            

Are there any leadership or governance situations I should know about before we meet?

Where You Are Today

Describe the current state of your organization in two or three sentences. *

What is working well right now? What should we protect?

What is not working? Name the specific pain, not the symptom. *

What does a typical week look like for you? Where does your time actually go?

Is there anything happening right now that I should know about before we meet?

Where You Want to Go

Short-term goal 90 days to 1 year: What does winning look like? *

Medium-term goal 1 to 3 years: Where do you want the organization to be?

Long-term goal 3 to 5 years and beyond: What is the vision?

What is the single biggest obstacle between where you are and where you want to be? *

What have you already tried to address that obstacle?

Where You Want My Help

Select the areas where you want focus during our session. Choose all that apply. Each selection will expand relevant questions below.

Program Delivery & Impact

Fundraising & Development

Board Governance

Volunteer Management

Financial Sustainability

Communications & Visibility

Operations & Systems

Leadership & Succession

Program Delivery & Impact

How do you currently measure whether your programs are working?

Where is program delivery breaking down or falling short?

Are there programs you are running that are not delivering impact or that the organization has outgrown?

What program outcome matters most to you in the next 12 months?

Fundraising & Development

Where does your current funding come from? Rough percentages are helpful.

How concentrated is your funding? What happens if your largest funder leaves?

Where is your development effort breaking down?

What fundraising outcome are you working toward in the next 12 months?

Board Governance

Describe your board composition. Size, tenure, diversity, skills represented.

Where is the board falling short of what the organization needs?

Is there a specific governance situation I should know about?

What does a high-functioning board look like for this organization in 12 to 24 months?

Volunteer Management

How do you currently recruit, manage, and retain volunteers?

Where does your volunteer program break down?

How dependent is your program delivery on volunteers versus paid staff?

What volunteer management outcome matters most right now?

Financial Sustainability

How would you describe your current financial position?

What is your biggest financial concern right now?

Do you have a budget and financial reporting process the board reviews regularly?

What financial outcome are you working toward in the next 12 to 24 months?

Communications & Visibility

Who are you trying to reach and why does visibility matter right now?

How are you currently communicating? What channels, what results?

What is not working about your current communications or positioning?

What communications outcome matters most in the next 12 months?

Operations & Systems

How does work get done in your organization? Walk me through your core operational workflow.

Where do things fall through the cracks most often?

What systems or tools are you currently using?

Where do you want your operations to be in 12 months?

Leadership & Succession

How are major decisions currently made? Who has authority for what?

Is there a succession plan in place for key leadership roles?

Where are you operating outside of your strengths as a leader?

What does stronger organizational leadership look like in 12 to 24 months?

Anything Else

Is there anything you want me to know before we meet that did not fit anywhere above?

What would make this meeting a success for you? What do you want to walk away with?

How did you hear about Odle Consulting?

Submitting your intake...

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Intake received.

Austin will review your responses before your session. A copy has been sent to your email.

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