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FAQs
FAQs for Nonprofit Leaders Considering a Discovery Session
1. What exactly is a discovery session?
A discovery session is a structured, facilitated meeting where we work closely with your team to assess your nonprofit’s current operations and develop a roadmap for enhancing key areas, such as board engagement, volunteer involvement, and technology use for communications, partnerships, and donor acquisition. This session is designed to identify challenges and opportunities, and provide actionable strategies tailored to your organization’s needs.
2. Who should participate in the discovery session?
The discovery session is designed for executive directors and your key team members who are involved in areas like board governance, volunteer management, communications, marketing, fundraising, and partnerships. You can bring up to 4 people from your organization who are most relevant to these topics. This could include your executive team, program directors, or department heads.
3. What outcomes should we expect from a discovery session?
By the end of the session, you will have a comprehensive understanding of your current challenges and opportunities in key areas such as board governance, volunteer engagement, technology, and donor acquisition. We will provide you with actionable strategies and next steps for improving your engagement efforts, streamlining operations, and increasing your impact. You will also walk away with a roadmap that includes prioritized action items for implementation. If additional support is needed, we can continue to work with you on implementing these strategies or offer ongoing consulting services.
4. Do we need to prepare anything in advance?
While no formal preparation is necessary, it is helpful if participants come prepared with any data or current materials related to the areas we’ll be discussing. For example, information about your current donor tracking, volunteer programs, marketing efforts, or upcoming calendar will provide useful context during the session.
5. How do we know if this session is right for us?
If your nonprofit is looking to grow revenue, audience, and get on the same page. Past clients have improved its board effectiveness, volunteer engagement, technology infrastructure, marketing strategies, or donor acquisition efforts, this session is an excellent opportunity to identify gaps and create a path forward. Whether you are facing specific challenges or simply looking for ways to optimize your operations, a discovery session can provide valuable insights and solutions.
6. Is there any follow-up after the session?
Yes! After the discovery session, Society's Bedrock can provide continued support, whether it’s through follow-up check-ins, implementation assistance, or additional consultations. We have a monthly retainer fee based on your annual budget. Our goal is to ensure that the strategies discussed are successfully implemented and that your nonprofit continues to grow and thrive.
7. How much does a discovery session cost?
Starts at $265. The cost of the discovery session is determined based on the length and complexity of the session. We can provide you with a customized quote based on your needs and the number of participants. Our goal is to deliver maximum value, and we will work with you to ensure that the session fits within your budget.
8. How do we schedule a discovery session?
To schedule a discovery session, simply reach out to us via email, phone, or using the link below. We’ll work with you to select a time that fits your schedule, and we’ll send you a confirmation with all the details. You can also provide us with any specific challenges or goals you’d like to address in advance, so we can tailor the session accordingly.
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