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Strategic Planning, Project Support, & Assessment Services

Be Bold Services helps organizations working on climate, sustainability, equity and social impact initiatives get clear about their vision, set reasonable targets and develop a plan to achieve them.


Depending on the nature of your project, we can also provide assessment and project support services.

Interested? You can schedule a FREE strategy session to start the conversation. 

How May I Be of Service?

Business Meeting


Strategic planning can help your organization develop a shared vision for the future and value aligned strategies to navigate systemic problems like ecosystem collapse, inequality, and organizational change.

Services Include:

  • Brainstorming and shared visioning activities

  • S.W.O.T. & impact discussion and analysis

  • Theory of change development support

  • Consensus building for strategy and goal development

  • Project & work plan development


I provide coordination, reporting & design services to keep your stakeholders engaged and informed throughout social impact initiatives, programs, and projects.

Services Include:

  • Stakeholder engagement planning & coordination

  • Presentation, document, & graphic design

  • Content development, design, & review

  • Meeting, webinar, and event management

  • Literature review & case study research

  • Impact reporting and disclosure

Team Meeting
Organizing Data


Whether your organization is navigating a cultural change process or integrating equity into a climate or social impact initiative, we can provide assessment services to establish a baseline for your work.

 Services Include:

  • Organization and group equity and needs assessments

  • Stakeholder surveys and power mapping

  • Staff, board & stakeholder interviews

  • Comprehensive document review

  • Soft systems mapping & analysis

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