Unlock Your Organization's Potential with a
Capacity & Resource Audit
Simplify Processes. Increase Capacity. Move Forward with Confidence.
What Is a Capacity & Resource Audit?
As a leader, you power your organization, but as your success grows, so do the demands on your time.
The Capacity & Resource Audit helps you prioritize where to focus by identifying what drains your time, energy, and resources, and what unlocks and powers your capacity.
With this clarity, you can make strategic decisions that drive sustainable growth.
Why You Need It
If you (or your team) feel overwhelmed or unsure of what’s truly driving your results, you may have maxed out your capacity.
Our Capacity & Resource Audit helps you:
Identify what's working and what’s not
Eliminate ineffective practices and replace them with smart, scalable processes
Define roles, responsibilities, and key success metrics
Create a clear action plan for operational improvement
What You'll Get
You’ll gain the clarity you need to unlock your organization’s full potential.
By addressing inefficiencies and uncovering opportunities, a Capacity & Resource Audit delivers:
A clear understanding of your current operations and capacity
Practical, step-by-step recommendations for immediate and future improvements
A partner to help you navigate the process of implementing changes
A roadmap you can actually use, not just another report that sits in a drawer
What Clients are Saying
“I cannot overstate how much Shannon helped me take my business to the next level. As a neurodivergent, solo business owner, I had been flying by the seat of my pants. Shannon performed a full Capacity and Resource Audit that helped me identify the areas of my business that were draining unnecessary time and effort. We worked together for about nine months to optimize my productivity and map out the next steps for growth.
With her support, my revenue has increased, my clarity around the kind of work I want to do has sharpened, and I’ve even hired my first contractor to help run the business. Shannon is helpful, caring, understanding, and so easy to talk to—which was incredibly important to me when opening up about my business, something that feels deeply personal. She was worth every penny, and I already know I’ll see a return on my investment in both time and money.”
-Cassidy Adkins
Here’s how I do it:
Schedule a Consultation
Your first 45-minute consultation is free! Let’s feel each other out and look for a mutual fit.
Bring Your Tough Challenges
& Big Ideas
Come to your consultation ready to tell me about what you’re working on and where you’d like to go next.
Co-Create a Plan or Chart
Your Next Steps
Your consultation will result in a plan to work together or next steps you can take on your own.
What It Costs
I work with small and mid-sized nonprofits at all stages of organizational development and can tailor engagements to fit a range of budgets.
Working through a Capacity & Resource Audit requires an investment of both time and financial resources. My role is to objectively assess your organization's current capacity, identify strengths and constraints, and provide practical recommendations that align your priorities with your available resources. Your role is to engage openly in the assessment process and commit to using the findings to make informed, capacity-conscious decisions.
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A customized assessment of the people, programs, policies, or practices that matter most to your organization. Together, we'll identify what's working well, uncover opportunities for improvement, and develop practical recommendations that build on your existing strengths.
Investment: $7,500+ -
Not every organizational challenge fits into a predefined service. If you're tackling something unique, I'll work with you to design a customized engagement that builds on your strengths, aligns with your capacity, and helps you achieve your goals.
Investment: Contact me for a customized proposal -
Flexible, on-demand support for nonprofit leaders and boards who need an experienced strategic thought partner. Whether you're navigating a personnel issue, governance question, organizational challenge, or leadership decision, we'll use our time to develop practical solutions and actionable next steps.
Investment: $250 per hourlong session or $700 for three sessions, monthly retainers starting at $500