Strategic Planning, Assessments & Project Support

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


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

Organizing Data
Team Meeting


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

Services Include:

  • Communication and engagement plan development

  • Stakeholder mapping and gap analysis

  • Literature review & research

  • Impact reporting and disclosure

  • Content development (statements, presentations)