Recommended starting point
01 · Clarify
Stewardship Advisory Session
| ~2 hours at $175/hr
Short, focused support for a specific decision, pressure point, or unanswered question. Work through the issue with an experienced thought partner and leave with greater clarity about what to do next.
Includes: A focused discovery conversation, decision framing, leadership guidance, and written next-step recommendations.
Best for: Leaders facing an immediate decision, early-stage uncertainty, or a challenge that does not yet require a larger engagement.
02 · Understand
Stewardship Assessment
| 2–8 weeks
A structured assessment of your data environment, risks, practices, and governance maturity. Understand how information, technology, ownership, and decision-making currently support—or limit—your mission.
Includes: Leadership and staff interviews, data and system discovery, data-flow mapping, governance review, risk identification, and a prioritized findings report.
Best for: Organizations that need a clear picture of their current state before investing in governance, technology, analytics, or AI.
03 · Align
Leadership Alignment
| 4–8 weeks
Translate your mission, values, and community commitments into shared stewardship principles that can guide decisions across teams.
Includes: Leadership workshops, values-to-practice exercises, shared definitions, decision principles, accountability expectations, and facilitated agreement on priorities.
Best for: Organizations where leaders or departments have different assumptions about data, technology, ownership, risk, or what responsible practice should look like.
04 · Design
Strategy & Operating Model
| 2–4 months
Turn shared principles into a practical stewardship strategy, operating model, and roadmap for governance, analytics, technology, AI, and institutional memory.
Includes: Governance structures, stewardship roles, decision rights, policy recommendations, reporting and analytics priorities, responsible AI guidance, and an implementation roadmap.
Best for: Organizations that understand their current state and are ready to define how stewardship should work across people, processes, systems, and decisions.
05 · Implement
Implementation & Capacity Building
| 3–12 months
Move from a documented strategy to everyday practice through facilitation, coaching, training, documentation, and rollout support.
Includes: Governance launch support, staff training, stewardship council facilitation, workflow development, documentation, pilot implementation, and adoption coaching.
Best for: Organizations ready to operationalize new stewardship practices and build the internal capacity needed to sustain them.
06 · Steward
Fractional Chief Data Steward
| Ongoing advisory partnership
Bring consistent stewardship leadership into major decisions, technology adoption, reporting, governance, and organizational growth without adding a full-time executive role.
Includes: Executive advising, recurring office hours, quarterly stewardship reviews, technology and AI decision support, governance facilitation, and maturity check-ins.
Best for: Organizations that need ongoing strategic continuity, leadership support, and accountability after an initial engagement or during a period of growth and change.
All engagement ranges reflect typical scope for nonprofits of similar size. Final estimates are confirmed after an initial conversation.