Foundational workshops for solo and small-staff nonprofits — strategy, technology, and finances, à la carte.
Three foundational offerings under one umbrella, à la carte. Pick what your nonprofit needs, pick all three, or come back for another pass. Workshops run small (capacity five) and consultative — participants bring their own questions and leave with concrete next steps. Mix and Mingle gatherings interlace the workshops with featured-speaker conversation and peer connection.
Every nonprofit operator who steadies their foundation extends the Taylor-Grady House heritage mission beyond its own walls — building the capacity of organizations that serve the same neighbors. Shared support strengthens the field.
Three Foundational Offerings
Strategic Foundations. Mission, vision, and values alignment leading into a strategic plan with measurable implementation milestones using the Hoshin Kanri methodology. Bring your strategic questions; leave with a plan that travels.
Digital Foundations. Google Workspace setup — Gmail aliases, shared Calendars, Drive folder architecture, document templates. The technology hygiene a small nonprofit needs to operate without friction.
Financial Foundations. 990 planning and preparation, audit trails, bookkeeping practices. The financial-management muscle a small nonprofit needs to stay clear with funders, auditors, and the IRS.
Mix and Mingle
Featured guest speakers, networking, and cross-pollination among nonprofit operators. Open to current and prospective Shared Services participants.
What You’ll Take Home
A clearer strategic plan, a cleaner technology backbone, a more disciplined financial practice — and a peer network of nonprofit operators working alongside you.
- Format
- Workshops run small — capacity 5, two hours of focused work plus open conversation. Mix and Mingle gatherings hold up to 50 on the Patio (weather permitting) or in the Ballroom.
- Fee
- Free to nonprofits or other small-business startups. Contact us about your organization and needs.
- Audience
- Solo and small-staff nonprofit operators in Athens-Clarke County.
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