DIAGNOSTIC
You don’t know where to start. We do.
We watch how the work actually moves: where time goes, what systems exist, where knowledge is trapped, what should change first. It ends in a written plan and an order of work that you can carry out with or without us.
THE ONE WAY IN
Every engagement begins here. It can also end here.
For a defined problem, the diagnostic is short: a few conversations, a look at the systems, a scoped proposal. For a tired team, the diagnostic is the work: we sit with the staff, follow the tasks, and map the institution corner by corner before recommending anything.
WHAT YOU RECEIVE
A map, an order of work, a plan, and a boundary.
Staff Time Allocation Breakdown
WHAT IT COSTS
From $15,000. Fixed fee. Three to four weeks.
If a project follows, the fee is credited toward it. If nothing follows, the plan is still yours.
THE DIAGNOSTIC LOOKS AT
Every corner of the institution.
A diagnostic looks at all of it. Not because everything is broken, but because time leaks from the places nobody is watching.
- 01 Money & compliance — grant reporting · restricted funds · budget reconciliation · recurring giving · membership renewals · acknowledgment letters · donor records · the 990 · audit binder · accounting sync · pledge tracking · matching gifts
- 02 Collections & archive — collections database · digitization · file naming · digital preservation · rights & reproduction · image requests · loans · condition reports · registrar workflow · provenance inquiries · collector correspondence · the catalogue raisonné
- 03 People & governance — board packets · resolutions · policy versions · conflict-of-interest forms · volunteer scheduling · intern onboarding · staff handbook · institutional memory · succession · contracts · renewals · who owns this task
- 04 Public — the website · the CMS · the newsletter · social media · events · ticketing · the shop · press kit · high-resolution images · artist biography · accessibility · what AI says about you
- 05 Security & continuity — accounts & permissions · offboarding · password manager · two-factor · backups · restore testing · disaster recovery · phishing · cyber insurance · the old server · the one person who knows
START HERE
Begin with a diagnostic.
Three to four weeks. A plan you keep either way.