Steward Strategy & Analytics

Trusted data starts
here. Governance-first.

Data strategy, analytics, and governance for AI-ready organizations.

Every nonprofit leader wants to use AI. But most are working with data that's incomplete, ungoverned, and scattered across spreadsheets. AI doesn't fix that problem. AI inherits it. We build the foundation that makes AI possible — and impact measurable.

Get Started — Bronze → View All Services

The Problem We Solve

Your data problem is a governance failure — not a technology failure.

Most nonprofit organizations are sitting on data they can't fully trust — scattered across spreadsheets, siloed by department, and managed by staff who don't have the time or training to govern it well.

Meanwhile, the pressure to demonstrate impact, satisfy funders, and compete for resources has never been greater. And now, AI is raising the stakes even further.

"Mission-driven organizations deserve the same quality of data infrastructure that well-resourced institutions take for granted. Not someday. Now."

4
The average number of disconnected spreadsheets where nonprofit impact data lives — before we build the foundation.
2–8 wks
Time to a governed, analytics-ready data foundation. Practical, scoped, and built for how your organization actually operates.
$2,500
Starting investment for the Bronze Data Health Check — the fastest path from scattered data to trusted metrics.

Your Data Journey

Assess. Define. Build. Scale.

Four stages. A clear path. Built for mission-driven organizations that need to move from scattered data to trusted, AI-ready systems.

01
Assess.

Understand where your data actually stands — not where leadership hopes it stands. A clear-eyed inventory of what you have, what you're missing, and what it's costing you.

T1 / Bronze
02
Define.

Establish the governance structures, KPI frameworks, and data ownership models that make analytics trustworthy. Structure, ownership, and what to measure.

T1–T2 / Silver
03
Build.

Deploy purpose-fit analytics products that create immediate, visible value for leadership teams. Tools that create insight — not more spreadsheets.

T2 / Silver
04
Scale.

A prioritized roadmap toward AI readiness. Systems, governance, and analytics expansion in the right order — so when the moment comes, you're ready.

T3 / Gold

Engagement Tiers

Start where you are. Scale when you're ready.

Every engagement is scoped, time-bounded, and designed for how nonprofits actually operate. No retainers. No surprises.

T1 · Self-Guided
Bronze
Data Health Check — your fastest start
$2,500 – $5,000
  • Data Maturity Assessment (self-guided)
  • Metric Inventory — what you measure vs. what you should
  • Gap Analysis against your goals and logic model
  • Baseline KPI Schema — 8–12 defined metrics with owners and sources
  • 12 governance & analytics templates
  • Governance Framework Kit
  • Core Skool community access
Add-On Available
Data Inventory Assessment — facilitated deep-dive into your current data landscape
Purchase Bronze →
T2 · Facilitated Most Popular
Silver
Measurement & Governance Foundation
$10,000 – $40,000
  • Everything in Bronze
  • Facilitated Data Maturity Assessment + scorecard
  • Governance Council setup — standardized plan + startup materials
  • KPI Framework & metric sign-off
  • Live workshops + 1:1 advisor access
  • Executive narrative — board-ready data strategy summary
Add-On Available
Data Inventory Assessment (facilitated) · Fundraising Intelligence Dashboard
Book Intro Call →
T3 · Advisory
Gold
Full Advisory Engagement
$40,000 – $150,000+
  • Everything in Silver, customized
  • Custom governance council + first-year materials
  • Business Glossary + KPI Scorecards
  • Fundraising Intelligence Dashboard
  • Fractional Head of Data access
Gold Add-Ons
Business Glossary · KPI Scorecards · Fractional Head of Data
Book Intro Call →

Templates & toolkits sold separately via Stan Store — no engagement required.

Data Products & Templates

Tools you can use today.

Purpose-built templates and toolkits for nonprofit data and governance teams. No engagement required — download and start immediately.

Governance
Governance Starter Pack
Council setup kit, data ownership agenda, and data retention policy — the three documents every nonprofit governance program needs to launch.
Get it on Stan Store →
Assessment
Data Maturity Assessment
A structured, self-guided assessment that scores your organization across seven data domains and identifies your highest-priority gaps.
Get it on Stan Store →
Analytics
KPI Definition Template
Define, document, and sign off on your organization's core metrics. Includes owner fields, data source mapping, and reporting cadence.
Get it on Stan Store →
Fundraising
Fundraising Intelligence Dashboard
A Tableau-ready analytics dashboard for donor retention, campaign performance, and major gifts tracking. Built for development teams.
Get it on Stan Store →
Policy
Data Retention Policy Template
A funder-ready, board-approved data retention policy built specifically for nonprofit compliance and responsible data stewardship.
Get it on Stan Store →
Strategy
Analytics Project Workbook
A full project planning workbook for scoping, sequencing, and executing an analytics initiative from discovery through delivery.
Get it on Stan Store →

Why Steward

Built for mission. Designed for trust.

7
Data domains assessed in every engagement — Strategy, Governance, Quality, Analytics, Culture, Technology, and Fundraising Performance
DAMA-DMBOK
Aligned to the global standard for data management — the same framework used by enterprise data teams, built for nonprofit scale
5-Band
Maturity model: Nascent → Developing → Operational → Advanced → Leading. You'll know exactly where you are and what comes next

Your data journey starts with a clear-eyed assessment.

Whether you start with Bronze and go self-guided, or book an intro call for a facilitated Silver engagement — the path is clear, the scope is defined, and the investment is built for how nonprofits actually operate.

Start with Bronze → Book a Silver Intro Call