advisory services
I partner with mission-driven organizations to build the clarity, systems, and capital needed to deliver lasting impact.
Strategic Planning & Positioning
When direction is unclear, even strong teams lose focus and momentum. Strategic planning and positioning help define where an organization is going, assess the landscape, and make clear choices about where to invest—translating vision into priorities that teams can execute.
Services include:
- Strategic Planning
- Vision, Mission, and Values Refresh
- Landscape & Competitive Analysis
- Organizational Positioning
Program Design
Many organizations struggle to turn a strong mission into consistent, measurable results. This work clarifies theory of change, strengthens program models, and aligns strategy, systems, and outcomes—so organizations are built to deliver impact, not just intention.
Services include:
- Theory of Change & Impact Frameworks
- Program Models
- Logic Models
- Strategic Roadmaps
- Impact Metrics & Performance Dashboards
Fundraising & Revenue Strategy
Fundraising often becomes reactive, inefficient, or disconnected from strategy. Revenue strategy is designed to be disciplined and donor-centered—grounded in evidence, behavioral science, and AI-informed tools—so organizations raise the right capital in a sustainable way.
Services include:
- Revenue Models
- Fundraising Strategy
- Case for Support
- Donor Journeys
- Moves Management Systems
- Board & Staff Fundraising Playbook
Leadership & Board Development
Strong strategy depends on effective leadership and governance. Leadership and board development strengthen decision-making, clarify roles, and create accountability—so strategy moves from planning to performance.
Services include:
- Board Effectiveness Assessments
- Governance & Committee Structures
- Leadership Coaching & Training
- Board Goal-Setting
- Fundraising Training
Research, Policy & Advisory
Leaders are often asked to make high-stakes decisions without clear, timely insight. Research, policy analysis, and strategic advisory support provide the evidence and perspective needed to navigate complexity, evaluate options, and act with confidence.
Services include:
- Research & Policy Briefs
- Evidence-based Fundraising Insights
- Board & Executive Briefings
- Ongoing Strategic Advisory
Contact
Schedule a complimentary consultation by emailing me at josh@fertittasolutions.com.
Our strategies are designed to:
- increase revenue, efficiency, and sustainability.
- strengthen relationships with key stakeholders.
- maximize community impact.
