Stakeholder Engagement

  • Board creation and management
  • Donor development and stewardship
  • Prospect identification
  • Campaign design and implementation

    • Startup and On-going Legal and Regulatory Compliance

  • California Incorporation
  • By-Laws Completed and Fiscal Year Set
  • File for Federal Tax Exemption
  • Federal Employer ID
  • File for CA and Local Tax Exemptions
  • CA Employment Development Department Registration (DE1)

    • Banking and Financial

  • Financial Institution Selection and Account Setup
  • Credit Accounts
  • Payroll and Tax Accounting Setup
  • Internal Controls and Policies
  • 990 and Audit Vendor Selection and Management

    • General Accounting and Bookkeeping

  • Accounting System
  • Operational Needs Assessment
  • Management Information
  • Internal Procedures
  • Accounts Payable and Receivable Management
  • Budgeting and Reporting

    • Insurance

  • General Liability Coverage
  • Employee Dishonesty Coverage
  • Workers Compensation Coverage
  • Directors and Officers Liability Coverage
  • Professional Liability Coverage

    • Human Resources

  • Employment Policies and Procedures
  • Forms for Employment Agreements/ Consultant Contracts
  • Employee Files Created
  • Employee Information Forms, Time Sheets, Etc.
  • Health/Dental/Life/Accidental Death and Dismemberment Insurance
  • Long-Term Disability Insurance
  • Tax-Deferred Retirement Savings Plans
  • Flexible Spending Account
  • Human Resource Information System (HRIS) or a payroll service/time keeping system.
  • Employee Benefits
  • Personnel Policies & Operating Policies
  • Employee Information Forms

    • Communications

  • Website
  • Social media
  • Mailings and Emails

    • Database Management

  • Systems selection and implementation
  • Data management, e.g, creation, importation, cleaning
  • Prospect (major and minor) list creation

    • Note: I am not a lawyer or an accountant.

    Your Vision for Your Community

    Do you dream of running an organization that is filled with engaged, invested, high-performing employees?  Would that help you achieve goals and grow your business? We help you to build your vision, mission, and values into a living strategy to attain your goals. We empower your leadership with governance and executive decision-making best practices.

    Your Processes and People

    As a leader in business, going from aspiration to actuality is difficult. Leaders and employees of nonprofit organizations are pulled in different directions to fulfill the obligations of their positions. We help you formulate compliant, useful systems and processes. We empower your vision with stakeholder leadership and buy-in: prospects, constituents, donors, recipients, clients, staff, community, and vendors.

    Your Clients and Community

    Effective communication- it’s how you get people behind your cause, raise awareness, engage volunteers, stimulate giving, access donors, and, most importantly, connect with your community and the world. We drive your communication strategy from websites to events to newsletters and mailings and enliven your grant and fundraising efforts including, products and services.

    Know thyself (nosce te ipsum)

    You only control that which you know. We build status reporting from carefully crafted budgets and revenue pipelines. You see your world via your unique key performance indicators (KPI) and dashboards. We streamline your administrivia with efficient best practices applicable to your size and scope. We enhance cash flow and rationalize expenses to meet your goals.

    We Collaborate

    WW Consulting Role

    • Develop project work plan and budget
    • Accomplish preliminary organizational materials review and any related organizational research
    • Prepare for, conduct and document all facilitated meetings
    • Support you in accomplishing contextual research, developing documents, etc.
    • Communicate and counsel with stakeholders to implement strategy

     

    Your Organization’s Role
    • Build your strategy
    • Compose planning team; assign primary project liaison
    • Participate in all meetings
    • Accomplish agreed upon assignments
    • Celebrate wins

    Next Steps…

    Contact William directly at [email protected] or (310) 882-0172

    Contact Us!