This is your sign: time to shake things up!
Does this sound like you?
🐿 We’ve got big ideas, but we need a real plan to turn them into action. Where do we start?
🐿 Our board wants to step up, but we’re not sure how to engage them effectively without overwhelming them.
🐿 We’re thinking about a campaign or a fundraising push, but we’re unsure if we’re ready—or how to get everyone on the same page.
You and your mission deserve more.
What is a Discovery Assessment, exactly?
It’s like a nonprofit check-up, but way more fun than a trip to the doctor. We take a close look at your organization’s current structure, operations, fundraising, governance and strategy—and then give you clear, practical insights about what’s working, what needs attention and what your next best moves could be.
The Blue Squirrel Discovery Assessment is a stand-alone service. There are no obligations afterwards.
$995. One Time Investment.
Years of Payoff.
2-Hour Deep Dive Session
This is no ordinary meeting! Genna will lead a dynamic, high-energy session with up to five stakeholders (Board President, Executive Director, Key Partners, etc.) to get real about where you’re at and where you need to go.
Confront the Unspoken
We’ll address the frustrating challenges that are holding you back from real progress—no more ignoring the tough stuff.
On-the-Spot Coaching
As we brainstorm, Genna will offer instant, actionable advice to get you moving forward immediately.
BONUS Squirrel Notes
Our team will send you a meeting recap. This way, you can stay fully present during the session without worrying about notes—we’ll ensure you have everything you need for clarity and follow-through.
BONUS 30-Minute Follow Up
Celebrate your wins, ask potential questions and reaffirm the course you’re on.
FAQs
What areas of our organization do you look at?
We assess key areas like:
Governance (board and bylaws),
Finance (systems and sustainability),
Fundraising (current efforts and opportunities),
Operations (policies, processes),
and Strategic Direction.
In other words: all the nuts and bolts that keep your mission running.
What do I need to prepare before the Discovery Assessment session?
Great question! To make the most of our time together, you’ll fill out a short intake form when you sign up. It gives us a quick background of your nonprofit.
The form should take you no more than 30 minutes to complete (and you can skip anything you’re not sure about). We’ll do the heavy lifting from there so you can show up ready to dive right in!
Will the Discovery Assessment convince our board to take action?
A clear, objective assessment is one of the best tools you can use to rally your board, align your team and get everyone pulling in the same direction. (We’ll even give you language you can use to get them excited about it.)
Will the Discovery Assessment include honest, actionable feedback—even if we don’t work together afterward?
Of course! Our mission is to help you see clearly and move forward, whether that’s with our help or on your own. You’ll get real, practical insights and recommendations you can use right away—no sales pressure, just genuine support for your mission and momentum.
Would you also help us with the next steps afterward?
Absolutely. After your Discovery Assessment, you can roll into Tailored Mentorship, or On-Demand Expert Calls—whatever makes sense for where you want to go next. We’re here to keep the momentum going.
Get your direction, get moving
and see the difference.
1
Drop us a quick message about what you’re dreaming up (or losing sleep over). We will make sure the Discovery Assessment is right for you!
2
Schedule our 2-Hour Deep Dive Session and fill out a brief intake form to maximize our time together.
3
SHOW UP! We will handle all the heavy lifting, leaving you with aha moments and a clear path forward.