The Nonprofit Tech
Decision System
A living library of templates, short walkthrough videos, and a
predictable rhythm of support to keep your nonprofit’s
technology decisions clear, current, and board-ready.
Program Overview
A lot of nonprofit tech projects fail—not because people don’t care, but because decisions get made without a clear process.
Source: Technology Partner Red Flags: What Nonprofits Need to Know
This membership is for nonprofit leaders who don’t need another software demo—they need a repeatable way to make strong technology decisions across fundraising, programs, finance, and reporting.
You get a complete decision system: practical templates, lightweight governance, and a cadence of support—so your roadmap stays realistic as funding, staffing, vendors, and priorities change.
This gives your entire leadership team a shared framework for decision making—so it doesn’t all live in one person’s head.
Who It’s For
This is for nonprofits who want to move faster without getting sloppy—where technology touches fundraising, programs, finance, and reporting, and decisions need to hold up with staff, leadership, and the board.
- Executive teams who want better tech decisions without hiring additional strategic tech leadership
- Teams with multiple systems (CRM, finance, program tools, reporting) and cross-department tradeoffs
- Leaders who want a simple operating cadence: quarterly priorities, cleaner vendor decisions, and board-ready updates
What You Get
A Decision System That Stays Current
Templates & updates for roadmaps, governance, vendor choices, and board-ready briefs.
Support That Keeps Decisions Moving
Video walkthroughs and a guided quickstart, plus monthly submit-ahead office hours with replay and recap so leadership doesn’t get stuck.
A Cadence You Can Run
All Year
Quarterly Planning Clinics to refresh priorities and maintain momentum, plus the “What Changed?” monthly brief (email + print) to keep priorities aligned with outcomes, risk, and trust.
How It Works
A simple cadence: get clarity, make one good decision at a time, and keep it current.
1. Join & Get Access - Immediate confirmation and access to the full library, updates and new releases.
2. Start With The Quickstart -Use the “Start Here” guide and short walkthrough videos to identify the right next step.
3. Submit Your Question (Bi-Monthly Office Hours) - Send your question in advance; we answer live with practical next steps.
4- Get The Recap (Even If You’re Async) - Receive the recording and a short recap so you can implement on your own schedule.
5. Quarterly Clinic (Stay Aligned) - A quarterly reset to keep priorities aligned with board expectations, budget, and capacity.
6. Monthly “What Changed?” Brief - Plain-English updates on shifts in AI, vendors, and risk - and what to do next.
Not Ready for Membership? Start with the Toolkit.
Not ready for membership? Start with the Toolkit.
Get the core templates in a one-time, buy-once bundle—designed to give you clarity and a usable plan in 2–4 hours.
Toolkit ($199 one-time) includes:
- Tech Strategy Readiness Self-Assessment (score + interpretation)
- Quarterly Tech Audit Checklist (ops + risk)
- Vendor/Platform Decision Scorecard (weighted rubric)
- 12-Month Roadmap Starter Template (prioritization + sequencing)
- Board-Ready Tech Strategy One-Page Brief Template
This program starts on April 1. Contact us if you are interested and we will follow up with you!
FAQs
Is this a community?
No. There’s no forum to keep up with. This is a practical library paired with a steady support rhythm. Join live when you can, or use the recordings and recaps.
Do we need a Technology Director or CTO to use this?
No. If you have tech leadership, this makes them more effective. If you don’t, this often functions as a fractional strategic tech leadership layer—without hiring.
Will this replace a full tech strategy engagement?
Sometimes, —especially if you mainly need structure, templates, and a cadence. Other times it serves as an on-ramp: before a deeper Blueprint or Retainer engagement.
Is this vendor-neutral?
Yes. We’re not paid to recommend tools. The goal is a decision you can defend—based on your mission, your data, your capacity, and your risk tolerance.
How much time will this take?
Plan on 1–2 hours/month for meaningful value (more if you’re doing a quarterly refresh). The focus is steady progress without a giant new project.
What if we can’t attend live?
You’re not behind. Submit ahead if you'd like, then use the recording and recap on your schedule.
Ready For A Simpler Way To Make Better Technology Decisions?
Or schedule a discovery call and we’ll recommend the best fit.