01
Stakeholder discovery
Goals, audience needs, capacity constraints, and the politics of publishing — named early so the roadmap is realistic.
Nonprofit digital strategy
A roadmap that respects capacity and capital.
Stakeholder discovery, website and CRM strategy, analytics, automation, governance, and phased implementation plans — so you stop buying tools that do not talk to each other.
What you leave with
Decisions sequenced for real teams.
02
Website & CRM strategy
How the site, CRM, and fundraising tools should relate — including what to keep, replace, or integrate.
03
Analytics & automation plan
What to measure, who reviews it, and which journeys deserve automation versus human follow-up.
04
Platform selection guidance
Honest trade-offs across stacks we implement — not a vendor beauty contest. WordPress/Next.js for web; Salesforce and peer CRMs for data.
05
Governance & workflows
Ownership maps, approval paths, and content operations that match staff reality.
06
Phased roadmap
Budget-aware sequencing, dependencies, and multi-year options — including when to skip strategy and go straight to build.
Who it's for
Orgs ready to choose sequence over shiny objects.
Best when multiple departments own pieces of the digital house and nobody owns the blueprint. We prioritize budget, staff capacity, and dependencies — then point you toward implementation services only where they earn their place.
Proof of systems thinking
Analytics and operations in the same room.
Strategy without measurement becomes opinion. We connect roadmap choices to the reporting and CRM work your team can sustain.
See analytics & reporting →
Questions
Before we draw the blueprint.
- Who needs a digital strategy engagement?
- Leadership teams with fragmented tools, competing priorities, or a rebuild impulse without shared criteria. Strategy is useful when the cost of wrong sequencing is high.
- When should we skip strategy and implement?
- When scope is already clear — a known CRM migration, a defined website rebuild, or a single campaign system — and stakeholders agree on success. We will say when a workshop is unnecessary theater.
- What does a typical engagement look like?
- Discovery workshops, systems inventory, prioritized roadmap, and a written recommendation set. Length depends on org complexity — we size it before kickoff.
- Is this the same as the Institutional Website Risk Review?
- Related but not identical. Risk review focuses on website operational risk before redesign capital. Digital strategy spans website, CRM, fundraising, analytics, and governance as one roadmap.
Start building