Workshops and cohorts that leaders can actually use.
We design and lead virtual workshop and cohort series for funders and networks, on strategic planning, earned revenue, pricing, go-to-market, and the other moves leaders use to drive impact and financial sustainability. Practical tools, real application, and peer learning, not passive webinars.
Funders and intermediaries bring us in to build the capacity of their portfolios and networks. We translate the same rigor we bring to strategic planning into hands-on group learning, so a room of leaders leaves with tools they can put to work the next morning.
Trusted by leading funders to build their networks.
New Profit · Mental Health Equity Cohort
An earned-revenue and financial-sustainability series for a national cohort of mental-health-focused social enterprises.
New Profit · Economic Mobility Cohort
A workshop series supporting a cohort of organizations advancing economic mobility and good jobs.
Transcend · Model Sharer Cohort
Financial-sustainability, earned-revenue, and strategic-levers workshops, sharing practical tools and resources to sharpen strategy and financial sustainability.
Across these cohorts, we’ve reached dozens of social-sector organizations spanning mental health, economic mobility, and beyond. Our published toolkits have been shared through the Gates Foundation, Transcend, and New Profit networks.
Four tenets behind every session.
Practical tools and frameworks.
Everything we share is simple, actionable, and directly relevant, designed to be immediately usable in advancing both impact and financial sustainability.
The people in the room hold deep insight.
Each participant brings lived experience and expertise that shapes stronger strategies. We create space for peer learning, shared reflection, and mutual support.
Learning by doing.
We design for active engagement, not passive delivery. Through structured exercises and live coaching, participants apply frameworks to their own context in real time, and leave with clear next steps.
Meeting participants where they are.
Leaders arrive at different stages. Differentiated small-group coaching lets each participant engage with the content at the level most relevant to their organization.
Earned revenue
Building mission-aligned earned-revenue lines that strengthen, rather than distract from, the core work.
Strategic pricing
Pricing and packaging offerings with confidence, grounded in real demand and cost.
Financial sustainability
Diversifying revenue and building resilient, multi-source financial models.
Strategic planning
The fundamentals of making clear, future-ready choices in a shifting environment.
Go-to-market
Bringing new offerings to market and building a pipeline of partners and customers.
Strategic levers
The actionable moves leaders are using to drive impact and unlock financial stability.
Building the capacity of a portfolio or network?
Let’s design a workshop or cohort series your leaders will actually use.