Sage  & Rosemary

Strategic Management

Supporting excellence in governance and leadership.

At Sage & Rosemary in based in The Salish Sea region of Washington State, we bring together leading research, teaching, and consultancy and work alongside executive teams at associations and nonprofit organizations to contribute to effective, transparent governance and committed leadership.

What Our Strategic Management Services Include:

  • Needs assessment
  • Governance procedures & assurance
  • Bylaws review & revision facilitation
  • Strategic retreat preparation & facilitation
  • Surveys & interviews
  • Governance website CMS updates
  • Fundraising event checklists & timelines
  • Strategic support for chapters
  • Project action planning & management
  • Program design & planning

Governance Support Packages starting at $399/mo.*

*plus one-time set-up fee $600

Blossom

$399/mo.*
  • Up to 7 hours customized top-priority governance support
  • Expert governance consulting
  • Month-to-month billing
  • 1 check-in meeting
    (30 mins.)

Root

$799/mo.*
  • Up to 14 hours customized top-priority governance support
  • Expert governance consulting
  • Month-to-month billing
  • 1 check-in meeting
    (30 mins.)

Rosemary

$1,399/mo.*
  • Up to 26 hours coordinated, prioritized governance support
  • Expert governance consulting
  • Month-to-month billing
  • 2 check-in meetings
    (30 mins./ea.)

Sage

$1,999/mo.*
  • Up to 40 hours coordinated, prioritized governance support
  • Expert governance consulting
  • Month-to-month billing
  • 3 check-in meetings
    (30 mins./ea.)

*One-time set-up fee – $600 includes:

  • High level review of all governance practices, policies procedures.
  • Customized governance plan and timetable.

See sample services above.

Get In Touch

Sage & Rosemary

Stacy De La O, CAE Principal
Based in The Salish Sea region of Washington State

 

Stacy.DeLaO@SageRosemaryConsulting.com
(571) 217-2124

Association for the Assessment of Learning in Higher Education (AALHE)

‘‘The facilitators did a fine job of setting the tone early on for our later work. During the retreat, we were very focused on the task at hand and accomplished a lot. Thank you!’’

The Salish Sea School

“Our team also greatly benefited from her collaborative leadership skills during our strategic planning sessions for a new program development process. She expertly crafted each session and provided phenomenal insights and organization charts to move forward. She always saw the big picture and offered insights from her past work experience to help us solve challenges and refine the small parts to make our school even better. Stacy knows how to accomplish the best results in the shortest possible time with as little friction as possible.”

The Treatement and Learning Centers (TLC)

“Our project was completed on time and met all expectations, with thorough research and detailed reporting!”

National Recreation and Parks Association (NRPA)

"You were an Excel magician with our data results compilation...I don't know how we could have programmed our annual conference education sessions without your contributions."

The Salish Sea School

“She eagerly stepped in to guide our team as we re-defined our governance structures to properly support growth. It was easy to tell Stacy was dedicated to helping us grow and succeed. She was extremely detail oriented and dedicated to learn our state’s governance standards and law to bring us the best practices and structure.”

National Recreation and Parks Association (NRPA)

“It was so great to work with you on the Conference Programming Committee. Your expertise definitely helped to make this a smoother process.”

The Salish Sea School

“We are a new non-profit and Stacy brought an incredible depth of knowledge and experience to help us further our mission. Stacy was a pure joy to work with and very easily fit in with our team, work culture, and colleagues. She has incredible soft skills, technical expertise, and a breadth of nonprofit experience which allowed her to take on the role quickly and easily.”

MONTHLY SERVICE AGREEMENT CLIENT

“Those were the best meeting notes ever. Great job!”

The Salish Sea School

“Stacy is truly a swiss-army knife of a consultant. If you are looking for an interim Executive Director, help with your governance structures, or a lead for strategic planning session, look no further than Sage & Rosemary!”

Sage & Rosemary consultancy is a proud member of

E: Stacy.DeLaO@SageRosemaryConsulting.com
P: (571) 217-2124

Salish Sea Region of Washington State

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