Assess: find what is broken and fix it in the right order
For established companies and nonprofits, roughly 10 to 50 people, that have outgrown the way they were first set up.
- Timeline
- 2 to 3 weeks
- Fee
- Fixed, quoted before you sign
- If you continue
- Credited toward Build within 30 days
What we review
- Governance
- Who decides what, and whether it is written down.
- Finance
- Budgeting, controls, reporting and compliance.
- People
- Roles, contracts, policies and how people are managed.
- Operations
- How work moves through the organization.
- Communications
- How you present yourself to clients, funders and the public.
- Growth readiness
- Whether the organization can take on more without breaking.
We also run a compliance health check on your legal, tax and accounting basics, carried out by Teer's licensed legal and accounting team.
What you receive
- A scorecard of strengths and gaps in each area
- A prioritized 90-day roadmap, with the first three fixes marked
- A 60 to 90 minute readout with you and your leadership team
How it runs
Intake and interviews
We review your documents and interview your people, starting with the founder.
Analysis and scorecard
We assess each area and score strengths and gaps.
Report and readout
We deliver the report and the roadmap, and walk your team through them.
What we need from you
- Your organization chart
- Your financials
- Key contracts and policies
- Access to the people we need to interview
Assess is an organizational review and health check. It is not a financial audit and does not certify accounts.
Not sure what is wrong? That is what Assess is for.
Tell us about your organization and where it hurts. We will confirm the scope and send a fixed quote.