PATH BUILDER

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From quick clarity sessions to deep-dive strategy partnerships, Path Builder helps you:   

• Break through uncertainty and get unstuck
• Explore new directions with confidence
• Turn experience and skills into fresh opportunities 
• Align your vision with a concrete, step-by-step plan 

Path Builder is designed to meet you where you are—and grow with you.     

• Tier 1 gives you quick clarity and direction.
• Tier 2 delivers a custom roadmap with milestones. 
• Tier 3 offers comprehensive strategy plus guided support.
   

From start-ups to established mission-driven organizations, Path Builder helps you:      

• Identify opportunities and sharpen priorities
• Build practical, action-ready strategies
• Align leadership and teams around shared goals 
• Prepare for major initiatives, transitions, or growth phases 

For individual and corporate plans add-ons allow you to deepen the work with leadership coaching, communications tools, LinkedIn profile review, implementation support, and more—so your plan evolves as your needs do. 

Ideal for those craving direction, needing to talk it through, or looking for a powerful reset.   

You receive:

• A 60-minute 1:1 session focused on your biggest question or challenge
• A Spark worksheet
• A personalized Clarity Map to help you get unstuck and moving
• 2 follow-up emails for questions  

A personalized roadmap to help you move from ideas to aligned action. Best for people who know what they want but need help mapping the how.   

You receive:

• A 60-minute 1:1 strategy call
• A Momentum Map: a clear, customized action plan with milestones 
• 1 email check-in to refine and support execution 

A deep-dive experience that combines strategic planning + guided support. Perfect for anyone ready to invest in a full-picture strategy to build what's next.     

You receive:

• One 90-minute strategy session
• A Signature Path Builder Plan (custom strategy + step-by-step roadmap)
• A brand/communications audit 
• 10-day email support program 
• A final 60-minute check-in session to troubleshoot and refine  

Ideal for organizations exploring a new direction, refining their priorities, preparing for a strategic refresh or start-ups. 

You receive:

• A 90-minute strategy session with leadership or key decision-makers
• A mini-diagnostic assessment across 4 core pathways (fundraising, events, project execution, community engagement) 
• A Summary Insights Brief with 3–5 prioritized recommendations 

For organizations at an inflection point this is a comprehensive, high-touch collaboration to co-create and prepare for implementation.   

You receive:    

• A full Strategic Action Plan tailored to one or more of your key initiatives 
• Two 60-minute virtual working sessions to support alignment and execution readiness
• Stakeholder communications support 
• Final plan delivery + a readiness checklist

Best for organizations ready to take action but needing clarity, structure, and expert insight to do it efficiently.  

You receive:

• One 90-minute leadership strategy session
• A Custom Momentum Blueprint (recommended initiatives, timeline guidance, capacity checkpoints)
• One 60-minute follow-up coaching session for refinement and Q&A 
• Team-focused mini-resource pack (custom resources based on your specific Momentum Blueprint) 

• Strategy & Planning: Roadmapping sessions, fundraising opportunity scans, and scenario planning
• Leadership & Team Development: Executive coaching, staff workshops, and team retreat design
• Communications & Visibility: Messaging, storytelling, pitch decks, and content bundles audits

• Implementation Support: Accountability partner sessions, and project management check-ins
• Governance & Stakeholder Engagement: Board communications, stakeholder mapping, and funder readiness coaching
• Specialized Support: Personal branding and storytelling for individuals; LinkedIn Profile and resume review