STRATEGIC ADVISORY
Make sound decisions.
Keep moving forward.
Experienced support as you strengthen funding, build partnerships, and navigate growth and change.
A strategic partner as you put ambition into practice.
Building sustainable funding requires decisions about people, priorities, relationships, and resources.
Leaders need time to think, challenge assumptions, and act with confidence.
Our Strategic Advisory Partnerships give boards and leaders access to experienced, independent advice as they strengthen organisational foundations and pursue funding and growth opportunities.
Book a callWhat we can work on together
Choose focused support for a defined priority, or an ongoing partnership as your plans take shape.
Strategic planning
Clarify your direction, agree on strategic priorities, and develop a practical plan that connects purpose with funding, capability, and intended impact.
Business planning
Translate an ambition or new initiative into a workable model, including revenue options, partnerships, resources, delivery requirements, and measures of success.
Purpose workshops
Bring your board and team together to develop or refresh your vision, mission and values, building shared understanding of what they mean for decisions and day-to-day work.
Funding, partnerships and implementation
Strengthen philanthropy and diversify revenue, develop purposeful partnerships, and prepare for or advance a fundraising campaign. Support can include campaign planning, a case for support, and practical next steps following a review or study.
Governance frameworks
Develop or refresh a practical governance framework that clarifies board and executive roles, delegations, decision-making, reporting and accountability, suited to your organisation’s size and stage.
Culture of philanthropy
Build a shared understanding of philanthropy across your board, leaders, and team. Develop a practical framework for the responsibilities, behaviours, and systems that support lasting donor relationships and a culture of giving.
How we work together
Agree on the priorities
We begin with your goals, the decisions ahead, and the support that would be most useful. Together, we agree on the scope, participants, and working rhythm.
Build a shared understanding
We review relevant information and explore the organisational context, using the Purpose to Performance Framework where it helps clarify the issue.
Work through decisions
Focused conversations and facilitated discussions help you test options, resolve questions, and identify practical actions.
Review and adapt
We revisit progress and emerging challenges, adjusting the focus as your organisation’s needs and opportunities change.
What you receive
Independent judgement
Experienced questioning and advice grounded in your organisation’s ambitions, constraints, and circumstances.
Clearer decisions and priorities
Support to assess options, agree where to focus, and direct time and resources to the work that matters most.
Practical next steps
Agreed actions and a concise record of key priorities and decisions, with deliverables tailored to the engagement.
Continuity as you progress
An adviser who understands your context and can help you reflect, adapt, and maintain momentum over time.
Client Experience
"Heather’s research and expertise helped the University of Balamand understand how we could establish tax-deductible giving in Australia. Her work outlined the available structures, regulatory requirements, costs, and trade-offs, enabling us to make an informed decision about our way forward.
She combines detailed research with practical judgment and a genuine understanding of international advancement."
Soha Hmaiden
Senior Executive Advisor to the President for Advancement
Balamand University, Beirut, Lebanon
Frequently asked questions
Do we need a review or study before working with you?
What does an advisory partnership look like?
Who is it for?
Do you take responsibility for implementation?
Can the work take place in person?
How are fees determined?
Ready for an experienced perspective?
Start with a free 30-minute conversation about your priorities and the support you need to move forward.
Book a call