Strategic Planning
Strategic planning is the process by which organizations define their direction, set long-term goals, create specific plans to achieve those goals, implement those plans, and evaluate the results. It involves assessing the organization's mission, conducting competitive assessments, and allocating resources to attain strategic goals. Need a plan? Julie Renee & Associates can work with leadership in gaining knowledge about strategic planning and lead the team to format a successful plan.
Policies & Procedures
Policies and procedures are a must in any organization. We can work with leadership to develop necessary policies and procedures and identify opportunities to strengthen internal controls, add efficiency to operations.
Board Meeting Attendance & Training
We are happy to attend your board meeting to present your financial reports and provide training to your members and staff.
Grant Proposals & Ad Hoc Reports
We help many of our clients with pro-formas or budgets that go into grant requests. Additionally, there is often a need for ad hoc reports or dashboards for you, board members, lenders or funders. We prepare these for you and make recommendations on presenting the requested information.
Training & Employee Development
We know leadership and help train and develop employees in a variety of ways that will benefit you.
Don’t have a current CFO, COO or Human Resource Manager? We can help by filling in for the critical role and then assisting with recruiting and training the positions replacement.
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