Services & Products

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

Scoped consulting engagements, purpose-built templates, and analytics products — all designed for how mission-driven nonprofits actually operate.

Consulting Engagements

Three tiers. One clear path.

Every engagement is time-bounded, clearly scoped, and priced for nonprofit organizations. No open-ended retainers. No surprise scope creep. Bronze moves fast — purchase directly and start immediately. Silver and Gold begin with a 30-minute intro call.

How to choose your tier
Bronze — Start Here

You're ready to go self-guided

  • No dedicated data staff
  • Want a structured starting point
  • Need a metric inventory fast
  • Budget under $10K
  • Want templates + framework now
Silver — Most Popular

You want a facilitated partner

  • Have some data infrastructure
  • Ready to build governance formally
  • Need KPI sign-off and alignment
  • Leadership wants accountability
  • Funders are asking harder questions
Gold — Full Advisory

You need a strategic partner

  • Complex multi-department data needs
  • Board-level governance priorities
  • Fundraising intelligence required
  • AI readiness on your roadmap
  • Need fractional data leadership
T1 · Self-Guided · 2–3 Weeks
Bronze
Data Health Check — your fastest path from scattered data to trusted metrics
$2,500 – $5,000
⏱ 2–3 week engagement · Self-guided
Purchase Bronze →

What You Receive

  • Data Maturity Assessment (self-guided, 46 questions across 7 domains)
  • Metric Inventory — full picture of what you measure vs. what matters
  • Gap Analysis mapped to your goals and logic model
  • Baseline KPI Schema — 8–12 defined metrics with owners, sources, and cadence
  • 12 governance & analytics templates
  • Governance Framework Kit
  • Core Skool community access

Add-Ons Available

  • Data Inventory Assessment — facilitated deep-dive into your current data landscape, systems, and ownership gaps

Best For

Nonprofits with under $5M in annual revenue, no dedicated data staff, and a leadership team that's ready to stop guessing and start measuring. You get a structured toolkit and the clarity to use it — without waiting for a full engagement to begin.

⭑ Most Popular Engagement
T2 · Facilitated · 4–6 Weeks
Silver
Measurement & Governance Foundation — a full partner for your data transformation
$10,000 – $40,000
⏱ Begins with 30-min intro call
Book Intro Call →

What You Receive

  • Everything included in Bronze
  • Facilitated Data Maturity Assessment with scored results and debrief
  • Governance Council setup — standardized launch plan, agenda templates, and startup materials
  • KPI Framework development and stakeholder sign-off
  • Data Ownership Model — roles, stewards, and accountability structure
  • Live workshops with your team (scoped to engagement)
  • 1:1 advisor access throughout the engagement
  • Executive narrative — a board-ready data strategy summary

Add-Ons Available

  • Data Inventory Assessment (facilitated) — a structured inventory of every data asset, system, and ownership gap across your organization
  • Fundraising Intelligence Dashboard — Tableau-ready donor and campaign analytics

Best For

Organizations ready to build their governance foundation formally — with a team that needs facilitation, alignment, and accountability. Ideal for $3M–$25M nonprofits preparing for funder reporting, strategic planning, or a technology transition.

T3 · Advisory · Custom Scope
Gold
Full Advisory Engagement — comprehensive data transformation with fractional leadership
$40,000 – $150,000+
⏱ Begins with 30-min intro call
Book Intro Call →

What You Receive

  • Everything in Silver, customized to your organization's complexity
  • Custom Governance Council build — first-year materials, council charter, and operating model
  • Business Glossary — organization-wide data definitions and stewardship assignments
  • KPI Scorecards — leadership-ready dashboards tied to strategic goals
  • Fundraising Intelligence Dashboard — full Tableau build with Snowflake integration
  • AI Readiness Roadmap — sequenced path from current state to AI-ready data infrastructure
  • Fractional Head of Data access — ongoing advisory beyond the engagement

Gold Add-Ons

  • Extended Fractional Head of Data — ongoing quarterly or monthly advisory retainer
  • Board-level data governance training and policy review
  • Custom analytics product development scoped separately

Best For

Complex organizations — multi-program, multi-funder, or multi-site — that need a comprehensive data transformation with strategic oversight. For leadership teams that want a trusted partner at the table, not just a deliverable in their inbox.

Templates & Digital Products

Tools you can use today — no engagement required.

Every template is purpose-built for nonprofit data and governance teams. Downloadable immediately via Stan Store. These are the same tools deployed in our consulting engagements — now available standalone.

Governance Bundle
Governance Starter Pack
Three essential documents for launching a data governance program: Council Setup Kit, Data Ownership Meeting Agenda, and Data Retention Policy.
$299 – $349
Get on Stan Store →
Governance
Governance Council Setup Kit
Everything your organization needs to launch a data governance council — charter template, role definitions, meeting cadence, and startup checklist.
$199
Get on Stan Store →
Governance
Data Ownership Meeting Agenda
A structured facilitation guide for running your first data ownership meeting — roles, discussion prompts, and decision documentation.
$79
Get on Stan Store →
Policy
Data Retention Policy Template
A funder-ready, board-approvable data retention policy built for nonprofit compliance, PIPEDA/FERPA alignment, and responsible data stewardship.
$79
Get on Stan Store →
Analytics
KPI Definition Template
Define, document, and sign off on your organization's core metrics. Includes owner assignment, data source mapping, formula documentation, and reporting cadence fields.
$89
Get on Stan Store →
Analytics
Analytics Project Workbook
A full project planning workbook for scoping, sequencing, and executing an analytics initiative — from discovery through delivery and stakeholder sign-off.
$99
Get on Stan Store →

All templates are sold exclusively through Stan Store. Purchase directly, download immediately, and start using them today — no account required, no engagement prerequisites. New templates added regularly.

Browse Full Stan Store →