NEI SERVICES AND PROGRAM OVERVIEW
Grant Readiness and Fundable Narrative
- Grant Readiness Seminar (seven-module structure)
- Non-profit Grant Development Toolkit (five tools)
- Telling Your Story: Building a Fundable Narrative
- Impact Data for Funders: What to Measure and How to Present It
- Building Your Institutional Credibility Package
- Financial Transparency for Funders and Banks
- Customized Master Prospectus document (professionally written and designed)
- Annual Prospectus Update Service
- Grant-Ready Document Library (template package)
- Theory of Change visual development
- Annual Impact Report design and production (scoped by page count)
- Foundation prospect research database and rating system
- Grant stewardship correspondence template library
- Multi-year financial sustainability plan
- Program evaluation instrument library
- 30- and 90-day follow-up survey development and analysis
- Logic Model development.
Executive Coaching, Leadership Development and Workforce Resilience
- Executive/leadership coaching and organizational training, grounded in a trauma-informed, human-centered approach
- Personal Leadership Program (in development) — a corporate HR adaptation of the MindTown curriculum
- MindTown workshops: Foundations of Emotional Intelligence and Resilient Behavior; Mental Toughness and Cognitive Resolve; Personal Vulnerability and Strategic Self-Development
- MindTown Workplace Wellness (full 12-week program)
- The Face of Trauma: Understanding Human Behavior in the Workplace
- Emotional Intelligence for Leaders
- Workplace Resilience: Thriving During Change and Uncertainty
- Conflict Resolution and Communication
- Change Management: Leading Through Uncertainty
- Leadership Development Academy
- Executive Coaching (Individual, 6-Month Program)
- Organizational Culture Assessment and Consulting
Board Governance
- Board facilitation (half-day session)
- Board development consulting (project-based)
- Governance policy development (per policy)
- Bylaws review and rewrite
- Board Governance Academy (full program) and Advanced Board Governance Academy
- Services delivered: Board Governance Assessment; policy drafting (Conflict of Interest, Compliance and Ethics Reporting, Gift Acceptance, Document Retention, Non-Discrimination, Code of Ethics, Related Party Transactions); Bylaws Review and Rewrite; Board Member Handbook; Board Recruitment Strategy; Board Orientation Program; Annual Board Evaluation Framework; Committee Structure Development
- Workshops: Governance Fundamentals: What Every Board Member Must Know; Building a High-Performing Board; Governance Policies and Compliance Workshop; Board Financial Oversight: Reading and Acting on Financial Statements
- Deliverables: complete governance policy library (10+ policies); bylaws rewrite and legal formatting; professionally designed Board Member Handbook; Board Recruitment Package with target expertise matrix; board self-evaluation instruments and annual governance calendar; governance compliance certificate upon completion.
Non-Profit Formation and Compliance Services
- Non-profit formation consulting (full package)
- IRS Form 1023 preparation guidance
- Compliance audit for established non-profits
- Pre-formation feasibility and strategy session
- Segments served: Pre-Formation (individuals considering starting a non-profit); Early Stage (1–2 years); Established but Underperforming (3+ years, not securing serious funding)
- Workshops: Should I Start a Non-profit? What It Really Takes; Forming Your Non-profit: Legal Structure, IRS Compliance, and State Registration; Are You Compliant? The Compliance Audit for Established Non-profits; Grant-Ready and Bank-Ready: What Funders Are Really Looking For
- Deliverables: pre-formation feasibility analysis report; Articles of Incorporation drafting and review; IRS Form 1023 preparation guidance and document assembly; Texas state compliance checklist and implementation support; Operating Agreement drafting (hybrid entity structures); organizational compliance audit report with prioritized remediation roadmap; document rewrite, editing, and compilation support.