TOOLS, GUIDES & DIAGNOSTICS

We partner with Mindshop to offer a range of diagnostic tools designed to identify strengths and areas for improvement across various aspects of your business. These helpful tools include nonprofit links, break-even analysis calculators, and cash flow calculators, provide valuable insights to guide discussions and strategic planning, helping you move toward your goals with clarity and confidence.

SECURE FILE TRANSFER

Your security is our priority. Because your privacy and security matter, we provide a secure access portal to safely and conveniently transfer files from your home to our office any time of day. Click the button below to upload your documents to our team for processing.

DIAGNOSTICS

We partner with Mindshop to provide diagnostic tools to identify strengths and opportunities for improvement across several aspects of your business. Your diagnostic report is a great tool to start a discussion about how to move toward your goals.

CHANGE SUCCESS DIAGNOSTIC

Most change initiatives fail to meet expectations. Our change success diagnostic helps to identify areas you can focus on to boost your probability of success.

CHANGE SUCCESS PERSONAL DIAGNOSTICS

This tool builds on the change success diagnostic to help you meet your goals for personal change.

CYBERSECURITY DIAGNOSTIC

Cybersecurity is vital to the operation of any organization. Spend about five minutes to complete 24 questions, which will identify three areas that are working well and three areas you need to work on to improve your cybersecurity readiness.

INTERNAL CONTROLS DIAGNOSTIC

Proper internal controls are critical for any organization to embrace in order to achieve their objectives. Spend about 10 minutes to complete these 40 questions to identify the three areas that are working well and the three areas you need to work on to improve your internal controls.

EXIT PLANNING DIAGNOSTIC

Exit planning is really business planning. Complete these 26 questions (it should only take you 5 minutes) to identify from 8 factors the top three areas that are working well and top three areas you need to work on to improve your exit planning. 

LEADERSHIP DIAGNOSTIC

Our leadership diagnostic identifies your leadership style and measures your strengths and weaknesses to help you become a more effective leader.

GROWTH AND PROFIT SOLUTIONS

Our GPS diagnostic measures your performance across 10 key success factors and help to focus your plans for growth.

MARKETING DIAGNOSTIC

Our marketing diagnostic focuses specifically on your marketing program to help you reach your targeted customers in a crowded marketplace.

TOOLS & RESOURCES

Our nonprofit resource links include training opportunities for staff and boards from SCPS at the University of Virginia, the Center for Nonprofit Excellence, and United Way. We also offer access to governance consulting resources from BoardSource, industry insights from The NonProfit Times, and philanthropy news through the Council on Foundations. Additional tools include IRS resources for charities and GuideStar's reports on nonprofits and Form 990 for donors and grantmakers.

LEADING BUSINESS PUBLICATION FOR NONPROFIT MANAGEMENT

The NonProfit Times

BOOKS, TRAINING MATERIALS AMD GOVERNANCE CONSULTING RESOURCES

BoardSource

THE VOICE OF PHILANTHROPY

Council on Foundations

IRS RESOURCES

IRS: Charities

COUNCIL ON FOUNDATIONS FOR REPORTS ON NONPROFITS, FORM 990 FOR DONORS AND GRANTMAKERS

GuideStar