Microconsulting Intake Form

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- Short Term Project Consulting
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Home
About
Services
- Microconsulting Sessions
- Short Term Project Consulting
Contact

First Name*

Last Name*

Your Email*

Organization Name *

Organization Website

Which microconsulting service is this session for? (Select one)*

Fiscal Sponsorship to 501(c)(3) Transition

Development Strategy & Infrastructure

Board Development Strategy

Donor Management

Briefly describe the challenge or issue you want to address: (Example: “We need a roadmap for transitioning from fiscal sponsorship to a 501(c)(3).”)*

What are your top 2-3 goals for this session? (Example: “Understand what’s required to establish our own nonprofit status and develop a step-by-step action plan.”)*

What steps have you already taken to address this? *

What is your organization’s mission?

Current annual budget size?

Under $250K

$250K - $500K

$500K - $1M

$1M+

Current funding sources (check all that apply):

Individual Donors

Foundations/Grants

Government Funding

Earned Revenue

Other

Please list other funding sources if applicable:

Do you have a development/fundraising team?

Yes, full team

Yes, but limited capacity

No, I handle it myself

Who will be making decisions on this issue? (Example: “Executive Director, Board Chair, Development Manager”)

What does success look like for you after this session? (Example: “A clear next-step roadmap with immediate action items.”)

Welcome! This intake form helps us understand your nonprofit's needs so we can provide focused, high-impact guidance. Our microconsulting sessions are designed to give you expert insights and actionable next steps without long-term commitments. Please provide as much detail as possible so we can make the most of our time together during our 15-minute Assessment Call and submit form two (2) days prior to your scheduled session.

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