2025 Organizational Risk Assessment & Resilience Retreat Offerings

for Nonprofit Leaders, Social Entrepreneurs, and Funders

with Alyssa Wright & Aparna Rae

In today’s politically volatile environment, nonprofits—particularly those advancing racial and economic justice—are confronting a level of scrutiny and targeting that threatens not just their missions, but their survival. This proposal outlines a structured, facilitated process to help nonprofit leaders assess organizational risks, strengthen leadership alignment, and make difficult but necessary strategic decisions.

Our approach centers on organizational readiness in the face of coordinated political and regulatory attacks, ensuring nonprofits can navigate uncertainty with clarity, cohesion, and integrity. Select a virtual 3-month process and/or a heightened engagement in the form of a multi-day retreat.

Our In-Depth, COmmunity-Driven Process :

Organizational Risk Assessment

We begin with a rapid risk assessment designed to surface key vulnerabilities and strategic choices. This process helps leaders understand their organization's ability to withstand targeted political attacks, legal scrutiny, and funding disruptions.

Key focus areas include:

Ability to Withstand Political Attacks: Assess leadership capacity, organizational structure, and mission clarity in the face of ideological opposition, media campaigns, or politically motivated investigations.
Audit and Legal Risk: Review compliance, documentation, and audit-readiness—especially for organizations engaged in advocacy.
Cash Flow and Financial Health: Analyze near-term sustainability and identify pathways to manage revenue disruptions.
Program Strategy and Resourcing: Evaluate which programs are core to mission and impact, and how they are resourced under shifting conditions.

Strengthening Board Chair + CEO/ED Alignment

A strong, trust-based relationship between the Board Chair and Executive Director/CEO is one of the most critical factors in navigating a crisis. Yet this relationship is often underdeveloped or lacks dedicated time for strategic alignment. This engagement prioritizes:

Trust-building between governance and executive leadership
Joint decision-making protocols for high-pressure moments
Unified crisis communication planning
Shared understanding of organizational red lines and non-negotiables

Additional space is available for senior leadership and executive committee participation

Strategic Response to External Threats

We provide facilitated analysis of real-time policy developments and federal/state threats—including executive orders, DOJ investigations, and new IRS guidance—impacting nonprofits. Organizations will align around:

Values-based, scenario-driven decision-making
Legal preparedness and staff protection protocols
Donor protection and records retention strategies
Strategic funder engagement during times of heightened scrutiny

Mission-Centered Strategic Decision-Making

Organizations will engage in structured decision-making about their near- and long-term future. This includes critical evaluation of:

Program and Service Prioritization: What should continue, pause, or shift to maintain mission impact under current constraints?
Resourcing and Staffing: How should FTEs be allocated to sustain operations and manage cash flow?
Staff Support: How can leadership center the safety, well-being, and job security of staff, particularly those most vulnerable to political targeting (e.g., immigrants, BIPOC, LGBTQ+ team members)?
Entity Future Planning: Explore paths such as consolidation, fiscal sponsorship, multi-entity structures, or sunsetting—with dignity and transparency.

Unified Messaging and Public Positioning

Organizations will leave with the foundation for a clear, aligned public narrative that reflects their near-term decisions and future direction. This includes:

Internal messaging to staff to build morale and transparency
External communication strategies to inform stakeholders without escalating risk
Tools to navigate media narratives and public scrutiny

For Organizations with an Annual Budget under $5M

Rapid Organizational Assessment

Virtual assessment form
Optional intake call for complex cases

2-Day In-Person Retreat

For Board Chair, ED/CEO, and 1–2 senior team members
Multi-organization format (up to 25 participants total)

Cost - Sliding Scale Per Organization

$3250
For organizations with annual budgets up to $600,000. The highest paid staff member is paid less than $70,000/year (FTE) or there are no staff members

$5000
For organizations with annual budgets between $600,000 and $1.2 million. The highest paid staff member is paid between $70,000-$90,000/year (FTE)

$6500
For organizations with annual budgets between $1.2 and $5 million. The highest paid staff member is paid between $90,000-$150,000/year (FTE)

For Organizations with a $5M–$10M Annual Budget

Rapid Assessment + Intake

Virtual form + facilitated intake call with Board Chair and ED/CEO

2-Day In-Person Retreat

For Board Chair, ED/CEO, and 3–4 senior team members
Cohort format of up to 3-4 organizations with aligned mission areas

Post-Retreat Support

Up to 10 hours of virtual coaching, implementation support, or board/leadership alignment

Cost - Sliding Scale Per Organization

$5500

For organizations with annual budgets up to $600,000. The highest paid staff member is paid less than $70,000/year (FTE) or there are no staff members

$7700

For organizations with annual budgets between $600,000 and $1.2 million. The highest paid staff member is paid between $70,000-$90,000/year (FTE)

$10,625

For organizations with annual budgets between $1.2 and $5 million. The highest paid staff member is paid between $90,000-$150,000/year (FTE)

$15,000

For organizations with annual budgets above $5 million. The highest paid staff member is paid more than $150,000/year (FTE)

This is not business as usual.

Nonprofits committed to justice are navigating a political and regulatory environment designed to disrupt, discredit, and dismantle their work.

This proposal offers not just a retreat—but a space for strategic clarity, collective strength, and courageous decision-making.

Are you interested in solving this together? Let’s protect what matters most—together.