OPERATIONAL EXCELLENCE FOR MISSION-DRIVEN ORGANIZATIONS
Practical operational support for small public agencies and nonprofits across finance, governance, procurement, HR, and administration. Built by a CFO who's sat in the seat, not a consultant who studied the sector.
25 questions. Free. No pitch.

You didn't take this job to manage procurement policies, rewrite board reports, or worry about internal controls. But someone has to. And when no one owns it, things fall through the cracks. Funding decreases. Auditors ask for documentation that doesn't exist. Board meetings run without strategy. The work piles up because there's no system underneath it.
Finance, governance, HR, procurement, and administration all operate in silos. Problems in one area create risks in another.
Hiring standalone, full-time CFOs, COOs, and General Counsel exceeds budget capacity. But you need more than a bookkeeper. You need someone who's been responsible for all of it.
When executive time is consumed untangling administrative bottlenecks and defending compliance audits, strategic growth stalls. Every hour spent figuring out how to run the organization is an hour not spent on the people you serve.
The Well Run Diagnostic assesses your organization across five operational areas. Because problems don't live in one silo.
Evaluate your organization across governance, financial controls, and human capital infrastructure. Our structured 25-question diagnostic delivers clear capability scores with zero sales friction.
Three structured engagement tiers designed for clarity, accountability, and operational maturity.
Initial evaluation to identify core financial and governance vulnerabilities.
25 questions across finance, governance, procurement, HR, and administration
Preliminary findings summary brief
Specific recommendations for each practice area
Optional 15-minute Well Run Review call to discuss results
Operational and financial audit producing a formal diagnostic report.
Document review across all five practice areas
Structured interviews process
Written report with scores, findings, and recommendations
Priority matrix and 90-day action plan
Ongoing advisory and operational support at the CFO/COO level, tailored to your needs
Monthly financial and operational review
Board reporting and meeting preparation
Active project leadership across practice areas
Ongoing guidance and strategic support