Clarity. Strategy. A Roadmap Built for You.
Too often, organizations get stuck with templated solutions: copy and paste, plug and play, rinse and repeat. At FLEX, we reject that. Your challenges—and opportunities—are unique. You deserve more than generic advice. That’s where the FLEX360 comes in. It’s our signature assessment that helps mission-driven organizations understand what’s really working, what’s holding them back, and where untapped opportunities lie.
Whether you’re in growth mode, navigating change, or simply sensing that “something is off,” the FLEX360 gives you a clear, actionable roadmap forward.
The FLEX360 Approach
Our proven five-step methodology ensures we deliver consistent excellence while remaining adaptable to your evolving needs.
Listen
We begin by building trust through active listening. Through welcome conversations with key stakeholders, we gain clarity on your challenges, priorities, and goals, establishing the foundation for meaningful partnership.
Learn
We gather comprehensive insights to develop a complete picture. We review key materials, observe relevant processes, and connect with team members to understand your current operations and identify both visible and hidden needs.
Assess
We analyze your unique strengths, challenges, and opportunities with precision and care. By synthesizing qualitative and quantitative data, we evaluate existing processes and identify areas where strategic intervention will create the greatest impact.
Recommend
We develop a tailored roadmap of actionable solutions aligned with your mission. Our recommendations are never generic—they're specifically designed to work within your culture, capacity, and constraints to achieve measurable results.
Implement
Unlike traditional consultants, we don't stop at recommendations—we help execute solutions. Our specialists flex in and out as needed, providing hands-on support to bring strategies to life while building your team's capacity for sustained success.
Two Options, One Outcome: Clarity
Full FLEX360
A comprehensive, organization-wide analysis covering strategy, operations, communications, fundraising, leadership, and more. You’ll get a holistic view from top to bottom—plus a roadmap to align every function toward impact.
Focus FLEX360
A targeted analysis of the area you choose—whether that’s communications, operations, development, leadership, or another function. We zero in while keeping the broader organizational context in view, so solutions work in practice, not in a silo.
What the Process Looks Like
Phase One: The Assessment
1. Welcome Conversation
A short Zoom kickoff to clarify the process and build trust with your team.
2. Intake Survey
A confidential baseline survey for stakeholders to share insights.
3. Discovery & Observation
Review of materials, platforms, and processes, with the option for FLEX to quietly observe meetings.
4. 1:1 Conversations
Confidential interviews with team members to surface patterns, pain points, and opportunities.
5. Analysis
FLEX synthesizes everything into clear insights, red flags, and priorities.
6. Final Report & Roadmap
You receive a detailed report and an implementation roadmap with actionable recommendations and cost estimates.
Phase Two: Implementation
You choose the recommendations to move forward on. FLEX can execute them alongside you, or you can take the roadmap to your own team and partners. Either way, you’ll have clarity on next steps.
Phase Three: Acceleration
Once improvements are underway, we help you lock in progress and set the stage for growth. Many clients also opt for an annual “pulse check” FLEX360 to keep momentum strong.
Why the FLEX360 Works
Rooted in Reality
We listen first. Every recommendation is grounded in your unique culture, mission, and capacity.
Actionable, Not Aspirational
You’ll walk away with practical next steps, not a binder of ideas you’ll never use.
Built on Trust
We embed ourselves just enough to understand your world, while respecting your time and resources.
Partner-Driven
Unlike traditional consultants, we don’t hand you a plan and walk away. We stand ready to help you execute.
Ready to FLEX?
At FLEX, your mission is our mission. We believe every challenge has a practical solution—even if we have to invent it. The FLEX360 equips you with clarity, confidence, and a plan
that works.