Board Leadership and Governance

Does your board know what it is supposed to be doing?  Are they actively engaged in determining mission, establishing policy, and assuring that leadership has adequate human and financial resources?   Do you have the right people involved now? Are their unmet expectations on both sides and under-developed relationships? rootED can assist in positioning your board for effective leadership by providing evaluation, training, and the documentation necessary to grow the board while focusing on relationship-building that fosters growth.  


Strategic Planning

We all have things we want to accomplish in our organizations. In order to get there, we must engage in planning. rootED uses a people and data-driven process to help you set goals and objectives and evaluate the work you do.


Fundraising and Development

Do we go after grants? Are our fundraising costs to high? Why isn’t my mail campaign working? Should I be asking people for support more than once a year? Fundraising isn’t just about the finances. Fundraising and development is about inviting people to join you in the great work you are doing. It is about relationship building. It is about responsible stewardship. It is about trust. Let rootED assist you in meeting the needs of day and position you for the growth of tomorrow.


Succession and Transition Planning

“What happens if your Executive Director get hit by space debris tomorrow?” Let’s be honest. The chances of getting hit by space debris are rather small, but is your board prepared if your Executive Director provides a letter of resignation tomorrow? Planning takes intentional effort. rootED assists in working through a plan to make the transition as seamless as possible.

I got the feeling that Erin has walked in my shoes.
— Raymond James