KHA’s advisory services

Advisory services are offered in the areas of good governance, transparency in reporting, and a customer-driven focus in order to attract and develop engaged leadership, effective and efficient staff, and funding sources for growth. Services are in two primary areas:

1. Services to Boards:

• Build Boards with a focus on immediate and long term success.
• Attract members by articulating vision, mission and goals clearly and setting expectations for the members.
• Review governance models and recommend adjustments to achieve success
• Provide guidance to Executive and Planning Committees

2. Services to Staff:

• Mentoring leadership
• Identify performance measures for success (use scorecard and lean thinking tools)
• Determine individual and group objectives
• Design systems for tracking and reporting success
• Review efficiency of operations to create more value to the organization
• Guide direction for Annual Reports, Annual Statements of Accountability
• Build the brand by knowing the stakeholders
• Gratitude is a customer-focused key to success

Most common requests
for advisory services

• How to recruit a board and work with them
• How to conduct a meeting
• How do you measure success
• How to get the board to give
• How to build a team and get the most from each member
• How to become sustainable over time
• Why is strategy important and how do you do strategic planning
• Is branding important to our mission and image
• What’s the difference between vision and mission
• Why is a vision so important
• Why are financial statements important
• Who to ask for funding
• Who should do the asking
• How to get all stakeholders to give
• How to write a request for funding
• Funding for a special project – how to do it
• What’s the best way to work with the community
• How to tell the story
• How to work with donors
• What’s the best way to appreciate donors
• How to thank donors
• Are newsletters worth it
• How to do a capital campaign
• Why is Planned Giving important