Available Services
Strategy & Organizational Development
Whether it’s a one time strategy retreat, strategic planning documentation support, planning meetings or a longer implementation - OPSTRATA will work with you so your organization is prepared to meet their strategic goals. Organize work sessions and trainings with teams to identify long term strategy or work within existing strategy to create SMART goals and objectives to ensure that work and staff are aligned with the mission and vision of the organization / program and inclusive to staff and stakeholders Provide templates and roadmaps for organizations to use to implement strategic planning sessions and walk away with a formalized / institutionalized strategy to drive their work, write up draft plan and work with organizations to finalize ensuring institutionalization of information Assist start up organizations with toolkits and services to get their nonprofit up and running, taking something from the idea stage to the implementation stage with strategies for growth and scale We consult with managers and their teams to help them create and implement action plans for building productivity, efficiently, and overall effectiveness. Provide event planning support by assisting with coordinating materials, metrics, and outcome analysis working with events/teams within organizations that want to define clear event strategies Provide event planning management and implementation, such as fundraisers, large-scale trainings and conferences for organizations that do not have the staff capacity or an event planning team
Data Management
OPSTRATA will work with your team to strengthen existing systems and build new systems to maximize a data driven approach to hitting your outcomes and goals. Implementing new Client Relationship Management Systems (CRMS): work with organizations to understand data needs and usage, identify data system requirements, identify potential data systems, assist in setting up licenses, find customization support, create processes, SOPS and training to staff on how to use the system (for instance, salesforce) Building new and improving current systems within limited funds: work with organizations to assess data collection, entry and management and ensure that data processes are maximized for reporting, mission and new funding opportunities We also support teams in developing a consciousness of effective use. We work with teams to foster data literacy so that teams know how to read, use and discuss information to ensure evidence-based decision making.
Operational Support
We work to support optimizing operational systems, processes and procedures to ensure that programmatic teams can focus on programmatic work. Examine existing structures, existing business needs and future vision to (define, measure, analyze) to create/improve processes (improve) and document, create SOPs and train staff (control) to ensure that operational structures and processes enable the business to operate efficiently and effectively through a collaborative design, we will present a variety of options that work within the bounds of current organizational capacity as well as set sustainable options for scale (this can be re engagement) Set up budgeting and financial management procedures and processes through the lens of ethical stewardship and data aligned with mission (define, measure, analyze), to ensure that the organization is aligned financially with their mission, identify funding needs and opportunities and strengthen organizational capacity Identifying organizational staffing needs based for organizations that are scaling and providing HR process support and design for building diverse and inclusive organizations
Program Design
Ensure your programs are mission aligned and hit their goals by engaging in a collaborative process to set up design, monitoring and improvement processes We engage in activities like root cause analysis, goal setting, and performance monitoring to help teams define and understand problems to address core gaps and not symptoms. We will guide you in creating metrics to ensure that you are hitting the right targets and designing controls to monitor progress. This lean approach to product and service delivery ensures that teams are maximizing output to reach goals and increases cost efficiency We can step into a project at any stage from startup to completion to work with clients to ascertain what they need, what the vision looks like, and then support you in mapping it out into manageable steps.
Process Design & Improvement
Visualize existing and new processes to create stronger, easy to understand processes and efficient teams. Engage multiple stakeholders from the organization, including clients/customers, to analyze and document existing processes, identify areas of improvement, update processes and provide training and support to ensure smooth and sustainable implementation. Processes can include: data processes, HR processes, programmatic processes, logic model and theory of change support/design.
Resource, Toolkit & SOP Development
Institutionalize and formalize the knowledge needed to keep your organization on track to meet its outcome. Provides toolkits and resources based on organizational needs such as SOPs, visualization of processes, strategic planning documentation, etc Provides a collection of authoritative and adaptable resources for front-line staff that enables them to learn about an issue and identify approaches for addressing them. Toolkits can help translate theory into practice, and typically target one issue or one audience.
Events Management
From planning to implementation support and management, OPSTRATA ensures that your events are mission aligned with positive ROI. Provide event planning support by assisting with coordinating materials, metrics, and outcome analysis working with events/teams within organizations that want to define clear event strategies Provide event planning management and implementation, such as fundraisers, large-scale trainings and conferences for organizations that do not have the staff capacity or an event planning team
Evaluation & Performance Management
Ensure your team is on track to hit outcomes through data driven processes. We engage in performance measurement planning and activities throughout the implementation of programs and projects to ensure that teams are meeting goals. This process helps teams to learn how to use data to measure your program's results. Teams are able to closely monitor their progress and make pivots in the moment to maximize inputs. With our program evaluation services, we support teams in the process of obtaining, analyzing, interpreting, and reporting on this data to describe how your program is working. Supports the communication of the narrative of your team’s work and progress through data analysis, identification of trends and visualizing progress for various stakeholders and audiences. Provide event planning support by assisting with coordinating materials, metrics, and outcome analysis working with events/teams within organizations that want to define clear event strategies Provide event planning management and implementation, such as fundraisers, large-scale trainings and conferences for organizations that do not have the staff capacity or an event planning team
Team & Capacity Building
Create, grow and scale sustainable organizations and teams that promote positive impact for all stakeholders, including staff. Supports infrastructure and continuous improvement to bring organizations through self assessment and monitoring tools, training, staff development and productivity design and resources to ensure that organization’s are poised to advance their mission and improve their internal ability to meet organizational, client, and funder needs/requests Supports the assessment of current culture and works within the vision, or helps support create the vision, of internal team culture through surveys, data, metrics, trainings and team building activities for current staff / teams Supports the creation of inclusive and best practice HR process to ensure that future staff and hiring maintain the desired team culture Supports the development of teams through trainings and professional development to create collaborative and productive teams that work together holistically to achieve mission identifies areas for cross functional collaboration and puts in place structure to achieve greater cohesiveness across different divisions