Clarity in direction.
Strength in execution.
Forge helps organizations connect their strategy, operations, and leadership so progress lasts beyond a single plan or project.
Work across three connected pillars.
Organizational clarity
When direction is unclear or priorities compete, Forge helps leaders make choices, align around them, and create a practical path forward.
- Strategic planning and refresh
- Growth strategy design
- Board and leadership facilitation
- Strategic initiative roadmaps
- Goals and success metrics
Sustainable results
Improve the way work moves through your organization, make performance visible, and create systems that support consistent execution.
- Process optimization
- Accountability systems
- Continuous improvement
- Supply chain and operations excellence
- Performance measurement and dashboards
Higher capacity
Develop leaders, strengthen teams, and align the structure and behaviors needed to navigate change and sustain performance.
- Executive coaching
- Organizational design
- Executive team alignment
- Change leadership
- Culture and team effectiveness
Find the right level of partnership.
Strategic advisory
Assessments, planning, and one-on-one coaching for decisions that need focused perspective.
Defined projects
Assessment, design, planning, and implementation guidance for a defined improvement or change initiative.
Ongoing advisory
Regular executive thought partnership and problem-solving support, with scope, scheduling, and availability agreed in advance.
Forge Advisory is currently accepting engagements exclusively with nonprofit organizations. Scope and investment are shaped around the outcome and the resources available.
Typical investment.
Every engagement is tailored to your organization’s priorities, complexity, and desired outcomes. The investments below provide a starting point for planning. Final scope, timing, and pricing are confirmed before work begins.
Nonprofit engagements. Limited availability.
Forge Advisory is currently accepting a limited number of engagements exclusively with nonprofit organizations.
My current focus is helping nonprofit leaders clarify strategy, improve performance, and strengthen organizational capacity through defined projects and executive coaching. Scope, scheduling, and availability are confirmed before an engagement begins.
Nonprofit Partner Pricing applies to our current engagements. Standard rates are shown for reference only; Forge Advisory is not currently accepting engagements with for-profit businesses.
| Engagement | Nonprofit Partner Investment | Standard Reference Rate |
|---|---|---|
| Discovery & Opportunity AssessmentIdentify the highest-value opportunities, clarify priorities, and define the right next step. | $1,800 | $3,000 |
| Directional StrategyClarify vision, mission, values, and strategic priorities. | $4,000 | $6,750 |
| Strategic PlanTranslate direction into objectives, initiatives, and measurable targets. | $7,500 | $12,500 |
| Process & Workflow RedesignImprove how work moves through your organization and address the processes holding performance back. | $2,400 | $4,000 |
| Executive CoachingFour individual coaching sessions per month, focused on leadership effectiveness. Session scheduling and scope are agreed before work begins. | $900/ month | $1,400/ month |
Project investments are one-time fees for the agreed scope. Coaching includes four sessions per month and is billed monthly. Nonprofit partner pricing is confirmed during scoping; standard rates are reference prices only.
Additional ways to strengthen your organization.
Additional services are currently available to nonprofit organizations only. Standard rates below are reference prices; your nonprofit partner investment is confirmed in your proposal.
Strategy & organizational design
- Functional Plan
- $6,750
- Each additional department
- $2,800
- Strategic Plan Refresh
- $6,750
- Organizational Design & Alignment
- $9,500
- Full Strategic System
- $22,500
A Functional Plan turns strategy into a department execution plan. The Full Strategic System includes Directional Strategy, a Strategic Plan, and one department’s Functional Plan. Additional departments are scoped separately.
Operations & performance tools
- Operational Assessment
- $4,000
- Supply Chain & Distribution Optimization
- $9,500
- KPI & Scorecard Package
- $6,750
- Meeting Cadence & QBR Design
- $4,000
- Accountability Framework
- $4,000
An Operational Assessment examines how work, processes, and systems perform. Discovery & Opportunity Assessment takes a broader view to identify priorities and the right engagement. Your proposal clarifies which assessment is needed and whether it is included in a larger project.
Ongoing advisory, subject to capacity
- Nonprofit partner Advisor
- From $2,800 / month
- Advisor standard reference rate
- $4,750 / month
- Nonprofit partner Strategic Advisor
- From $4,000 / month
- Strategic Advisor standard reference rate
- $6,750 / month
Advisor provides regular executive thought partnership. Strategic Advisor adds active strategy and problem-solving support. Meeting frequency, level of involvement, response expectations, and capacity are agreed before an engagement begins.
For select projects with clearly defined, measurable outcomes, a fixed engagement fee plus a success-based component may be considered. Any results-based terms are agreed before work begins.
Let’s find the right fit.
Email Caleb to discuss your nonprofit’s needs and upcoming availability.
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