Services

Operations & Systems Review


Identify gaps and strengthen internal systems
• workflows
• risks
• recommendations

Reporting & Documentation Systems

Build clarity and donor-ready structures
• templates
• tracking
• documentation

SOPs & Internal Processes


Design usable, structured workflows
• procurement
• HR
• approvals

Packages

- Engagements are structured but can be adapted based on organizational needs.
- Tailored packages can be developed upon request.
- Pro-bono package available (package D).

Package A

Operations & Systems Diagnostic

A focused review of your organization’s operational systems to identify gaps, risks, and opportunities for improvement.

Duration: 2-3 weeks

Best for:
• NGOs feeling “messy”
• leadership unsure what’s broken
• new / growing teams

Outcome:
A clear understanding of what’s working, what’s not, and what to fix first.

What’s Included:
• 1–2 stakeholder calls
• Review of current workflows (ops, reporting, documentation)
• Assessment of risks + inefficiencies
• Clear, structured recommendations report

.

Package C

Systems Implementation & Advisory

Ongoing support to help your team apply, adapt, and embed new systems into daily operations.

Duration: 2-3 months+

Best for:
• orgs that don’t just want a plan
• teams needing hands-on guidance
• leadership wanting a thought partner

Outcome:
Systems that are not just designed, but actually used and sustained.

What’s Included:
• Regular check-ins (weekly / biweekly)
• Support in applying systems
• Adjustments based on reality
• Guidance on operational decisions
• Light/in-depth team coaching
.

Package B

Reporting & Operational Systems Design

Design and structure the internal systems needed to manage reporting, documentation, and operations effectively.

Duration: 4-6 weeks

Best for:
• orgs with funding but weak systems
• teams struggling with donor reporting
• scaling organizations

Outcome:
Clear, usable systems that bring structure and consistency to how your organization operates.

What’s Included:
• Design of reporting flows
• Supporting documentation structure
• Templates (tracking, reporting, etc.)
• Alignment with donor expectations
• Internal workflow mapping

Package D

Pro Bono: Systems Strengthening Engagement

I offer a limited number of pro bono engagements each quarter to support NGOs in strengthening their operational and reporting systems.
Priority is given to organizations with strong leadership engagement and a clear intention to implement recommendations.

Duration: 2-4 weeks

These engagements are:
• Application-based
• Limited in number
• Prioritized for organizations with strong impact potential and clear commitment to implementation

What’s Included:
• 1 diagnostic review
• Focused recommendations
• Light guidance session