See If The Nonprofit Tech Strategy Blueprint IsRight For You

Build your nonprofit’s future-ready technology plan—with expert guidance, clear milestones, and executive-level support.

Schedule Your Blueprint Discovery Call

Program Overview

Nonprofit Tech Strategy Blueprint is a guided program that turns tech uncertainty into a clear, board-ready plan—and a decision-making rhythm your team can actually maintain.

In 6 weeks (Essentials) or 13 weeks (Full), we work side-by-side to help you:

  • Map your current systems and pain points (what’s working, what’s duplicative, what’s risky)
  • Define mission-aligned outcomes and simple ways to measure progress
  • Set decision roles and a governance cadence so priorities don’t stall
  • Turn ideas into a prioritized initiative list (including practical, ethical AI opportunities)
  • Build a roadmap with owners, measures, and review dates—ready for leadership and board conversations

What You Walk Away With

icon

Prioritized Roadmap

A prioritized roadmap with owners, sequencing, and simple success measures

icon

Board-Ready, Fundable Plan

A 12‑month investment/resourcing plan plus a single “where decisions live” source of truth

icon

Decision Roles + Cadence

Clear decision roles and a governance rhythm so tech decisions don’t stall

Syllabus

Choose the track that fits your organization: Essentials (Weeks 1–6) for fast clarity, or Full (Weeks 1–13) for deeper security, change management, vendor evaluation, and reporting.

  • Week 1: Current-State Snapshot + Mission Outcomes
  • Week 2: Decision Roles + Governance Setup
  • Week 3: Visioning Workshop + Prioritization
  • Week 4: Roadmap + Ownership System
  • Week 5: Investment Plan + Resourcing
  • Week 6: Board-Ready Roadmap + Governance Launch

Full Track:

  • Week 7: Deep-Dive Security + Data Privacy Assessment
  • Week 8: Advanced Stakeholder Engagement
  • Week 9: Change Management Planning
  • Week 10: Vendor + Tool Evaluation
  • Week 11: AI + Innovation Enablement
  • Week 12: Custom Reporting + Impact Measurement
  • Week 13: Final Presentation, Handover + Ongoing Support Plan

Download the Essentials Track Syllabus here (PDF)

Need the Full syllabus? Download it here (PDF)

diagram

How It Works

Time commitment:

  • Weekly working session: 60–90 minutes with your core team
  • Light homework: ~30–60 minutes/week (gathering info, quick reviews, async feedback)
  • Optional stakeholder interviews (Full Track): 2–4 short calls/workshops as needed

Who should be in the room:
Core team (required)

  • Executive sponsor: ED/CEO or COO
  • Operations lead (day-to-day owner or “glue” person)

Invite as needed (based on scope)

  • Finance lead (budget + approvals)
  • Program lead (frontline workflows)
  • Development lead (fundraising systems)
  • Tech/admin lead (systems access)

Our commitment to your success:

  • We’ll work with your schedule and capacity to ensure the program fits your team’s needs—without overwhelming you.
  • You’ll receive templates, checklists, and resources to streamline the process and make each step as easy and actionable as possible.

What We Will Need From You (pre-work)

  • A list of current tools/systems (even if it’s messy) + who uses what
  • Any existing docs: tech plans, policies, vendor contracts, org chart (if available)
  • A few real examples: reports you struggle to produce, intake forms, spreadsheets, recurring “manual work” processes
  • Basic, read-only access (or a guided screenshare) to key tools for discovery—plus any relevant reports or screenshots
  • A point person to coordinate scheduling and collect materials

If possible, share these 3–5 business days before Week 1 so we can use the first session for analysis and decisions—not information gathering

FAQs

Who is this for?

The Blueprint is designed for nonprofit leaders, executive teams, and boards who want to align their technology with their mission and growth goals. It’s ideal for organizations ready to move from reactive tech decisions to a proactive, strategic approach—regardless of size or current tech expertise.

What’s included?

You’ll receive a guided, step-by-step program that covers tech landscape assessment, strategy development, stakeholder engagement, and a clear, actionable roadmap.

The program includes live sessions with an expert facilitator, practical templates and checklists, and support tailored to your organization’s specific needs. Bonus: It also includes practical guidance on ethical AI use and innovation opportunities for nonprofits.

How much time is required?

he Blueprint can be completed in as little as 6 weeks for smaller nonprofits, or up to 13 weeks for larger, more complex organizations.

Smaller organizations should expect to spend 2-3 hours per week in live sessions and related activities.

Larger organizations should plan for 3-5 hours a week depending on organizational complexity and scope.

We’ll work with your schedule to ensure the program fits your team’s capacity and urgency.

What if we're worried about time or bandwidth?

We know nonprofit life is unpredictable. If you need to pause, adjust the pace, or want us to take a more active role, we’re here to help. You can switch from the guided Blueprint to a hands-on consulting or implementation engagement at any time—just ask.

Is there ongoing support after the program?

Yes! After completing the Blueprint, you’ll have the option to continue working with us through our retainer packages, which offer executive-level consulting, implementation guidance, and ongoing innovation support. We’re committed to being your long-term partner in nonprofit technology success.

What if we’re not ready for a retainer?

No problem! The Blueprint is a standalone program designed to give you clarity, direction, and a practical plan—without any ongoing commitment. You can use your Blueprint to guide internal initiatives or continue with our Mission-Driven Tech Strategy Retainer for ongoing partnership and support.

a close up of a keyboard

Request Your Blueprint Discovery Call

Let’s explore your goals and see if the Nonprofit Tech Strategy Blueprint is the right fit for your organization.

There’s no obligation—just a focused conversation about your needs and the program details.

Fill Out The Form Or Call Us: (435) 264-9323

Schedule Your Blueprint Discovery Call

See What Other Business Owners are Saying About Us...

"Coat Rack is quite simply the best tech partner we've ever used." Coat Rack is quick and responsive to any and all questions, and adept at creating any customization we require. Their team is always great to collaborate with and are committed to building effective, user-friendly tools for our staff and members. Coat Rack's tech management for the Authors Guild is seamless and invisible; it allows the Guild to focus on providing the best services, benefits, and resources for authors, knowing the technology behind our platforms is in good hands. Coat Rack's software powers not only the Authors Guild website and member platform but also websites and domains for many of our members. A recommendation from the Authors Guild is a recommendation from thousands of satisfied writers.
a person wearing glasses

Sandy Long, COO

The Authors Guild Inc.

"Pick Coat Rack! They will become an invaluable part of your team for the long-run!" Coat Rack is fully invested in the solution we are building. We rely on them for much more than just tactical support; we see them as trusted teammates. They are strategic thinkers, creative and innovative, combining their brilliant technical skills with a comprehensive view of our desired end-state. Their technical expertise is complemented by an unparalleled commitment to the end-user experience. They are problem-solvers extraordinaire who are invested fully in our results, which is crucial for us as a mission-driven organization. Do not hesitate to involve them in the broader scope of your project. Engage them in the big picture and they will ensure you build something elegant and impactful.
a woman smiling at the camera

Justine Zinkin, CEO

Neighborhood Trust Financial Partners

"It is rare to find someone that genuinely cares about our team, our projects, and our clients. Our success is their mission!" Coat Rack communicates - not just at a surface level, but with real and deep engagement that keeps us informed of their work, and enhances our performance through their knowledge sharing. Working with many vendors over the years, it's rare to find a partner who genuinely cares about our team, our projects, and our clients. If you want a vendor that you hand a project to and walk away, you will be impressed with Coat Rack. However, If you want a vendor who collaborates with you and prioritizes teamwork and communication, all while building well designed and thought-out projects, Coat Rack is the one. They will always be our vendor of choice and should be yours.
a man with a beard and glasses

Theo Vaughn, Director of Product Services

Neighborhood Trust Financial Partners