ENGAGEMENT
Client Engagement Journey
From initial discovery to strategic planning, follow our proven process for organizational transformation.
Discovery Questionnaire Deployment
Distribute the Praxis Discovery Questionnaire to surface insights around mission alignment, revenue health, infrastructure, governance, and culture.
Stakeholder Interviews
Conduct 1:1 or small-group interviews with key staff, board members, and funders to gain a deeper understanding of lived dynamics and leadership alignment.
Record & Transcribe Conversations
With permission, record all interviews and strategy conversations. Use AI transcription tools to create searchable transcripts for accurate synthesis and insight capture.
Document & Data Review
Analyze strategic plans, budgets, org charts, fundraising reports, and governance documents to understand the organization’s current operating state.
Environmental & Ecosystem Scan
Situate the organization within its larger ecosystem—assessing funder expectations, peer benchmarks, and sector trends to inform relevance and strategy.
Synthesis & Key Insights
Use the Praxis Analysis Prompt to extract strategic themes, tensions, and leverage points from transcripts and data. Frame findings into bold, actionable insight.
Discovery Debrief
Deliver an executive-ready memo or presentation summarizing:
Strategic insight, Priority areas, Recommended actions, Anticipated outcomes (6–12 months)
Co-Creation of Workplan
Collaboratively develop a tailored roadmap and engagement scope, aligning timelines, priorities, and stakeholder responsibilities.
Optional: Early Action or Interim Support
If urgent needs are identified (e.g., crisis fundraising, executive transition), provide immediate support or interim leadership during the planning process.
Visualize Findings with Charts & Graphs
Translate insights into visually compelling charts and graphs to support clear communication in board decks, strategy presentations, or stakeholder updates.
Contact us
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