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Community-Building Organizations – Community centers, JCC, BJEs, synagogues, churches

Suite of Services for Synagogues and Churches

Community Member Surveys

Measuring Success uses data-driven tools like customer surveys and financial models to frame clients’ decisions and enable a shift to fact based decision making. Many non profits, unfortunately tend to make decisions with very little data, using anecdotal observation, emotion, and influencers. This often leads to inconsistent and poor results. We generate observations and recommendations by directly soliciting stakeholder feedback to the status quo, determining causations and correlations, and teaching leadership to absorb the data and its strategic implications. Clients receive a customized report that details our analysis and findings with detailed, actionable recommendations for change.

  • Gain a more accurate understanding of the needs, desires and expectations of your congregation.
  • Benchmark and track the impact of your organization on the community it serves.
  • Compare the performance of your congregation against that of other synagogues within your peer group.
  • Find out which board and development activities (e.g., giving, soliciting, training and self-assessment), correlate with your organization's financial health.
  • Use the Benchmark Report to fundraise from donors who ask for a clear plan and measurable ROI.

Strategic Financial Modeling Tools

The Strategic Financial Modeling Tool enables organizations to get into a “flight simulator” to test the financial consequences of various inputs, strategies, and financial decisions played out over 5 years. Since finance drive changes in strategy, this tool enables organizations to dynamically generate various scenarios of their future finances under various strategies. In the simulator, organizations can perform if-then planning in real-time by simultaneously “pulling” on various levers and “pushing” various buttons. The tool allows leaders to address trade offs such as tuitions fees, enrollment, financial aid awards, expenditures and fundraising. Leaders can position their organizations for stability and growth over multiple years by aligning their vision and mission with a plan for the resources the organization can raise and spend.

  • Financial modeling will help your organization address the strategic challenges and trade-offs of market position, membership, value proposition, expenditures, tuition, financial aid, fundraising, and savings.
  • Leaders can position their organizations for stability and growth over multiple years by aligning their vision and mission with a plan for the resources their organization is to raise and spend.
  • Using our tools to model the scenarios you’ve been contemplating and to understand the strategic and financial sustainability of those options will help to inform your board and leaderships conversations with data and not anecdote or conjecture.


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"I honestly wasn't sure at first why we were asked to spend 6 hours reviewing the results of our survey. But now I understand it was worth every minute. You've saved us a year of strategic planning. I am very busy in my work, so as the board chair, this allows me to use my time so much better becasue I am basing decisions in data instead of sorting out a lot of processes and non-representative opinions or emotions when parents complain to me."

From a Board President


Monthly Newsletter

Grapevine: Moving Nonprofits from Program-Centric to Customer-Centric

The “Age of Big Data” is upon us, transforming the way that all big companies connect and manage relationships with their customers. Yet our non-profit community, which strives to achieve important identity transformation and societal change, lacks a platform to manage relationships with our participants from “womb to tomb.” Enter GrapeVine, a new engine for the non-profit community to address its need to move into the Age of Big Data.
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Happenings

May 1: Philadelphia, PA – Understanding Perceived Value
May 2: Washington, DC – Understanding Perceived Value
May 7: New York, NY – Grapevine
May 7: Washington, DC – Synagogue Membership Surveys
May 14: Washington, DC – Independent School Strategy
May 30 Boston, MA – Independent School Strategy