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Advisory Services

Fulfill Your Mission Effectively and Sustainably

You have a mission to solve complex societal issues, but you know you can’t do it alone. 

Whether you need guidance with vision and mission positioning, strategic planning, or change management support, Provisio can help! Our Advisory Services team offers expert guidance to nonprofits, public sector agencies, and funders, enabling you to operate smoothly and more effectively.

Empower Your Impact: We can help you build stronger connections with the communities you serve.

Innovate and Move Your Mission Forward

Strategic Planning

Executive Coaching & Board Development

Vision and Mission Positioning

 

Impact & Outcomes Measurement

Merger and Strategic Alliance Exploration

Theory of Change Development

 

Partnership Capacity Building

Fundraising Capacity Building

Change Management & Culture Development

Explore Strategic Insights

Collaborative Capacity

Collaborative Capacity is an organization’s ability to understand its positioning within its ecosystem and build relationships with others in and across sectors. To assist in building collaborative capacity, Provisio has identified eight critical areas to partner more effectively with others in their community.

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Achieve Your Mission

Through Advisory Services, our goal is to strengthen nonprofits and funders’ ability to successfully achieve their missions by enhancing strategic clarity and technological optimization.

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Serve As Champions

Provisio’s Advisory Services supports nonprofits, public sector agencies, and philanthropies in managing change. For each, we ensure leadership are aligned on the purpose of the change and the messaging shared with all team members, and carefully identifying the team members who will serve as champions for the change.

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Success Stories that Inspire

IPS Implements Salesforce to Enhance Efficiency and Accuracy

Integrated Psychotherapeutic Services (IPS) in Dallas transformed their client management and data tracking by implementing Salesforce Nonprofit Cloud Case Management (NCCM) with the help of Provisio Partners. This upgrade replaced their cumbersome, error-prone legacy system, streamlining their intake process with automatic timestamps and dynamic task management. The compliance department now benefits from improved accuracy and efficiency through required fields and savable reports. Provisio's expertise and supportive approach made the digital transformation achievable, allowing IPS to focus more on delivering essential behavioral health services to their community.

What Our Clients Say

“We were so impressed with Provisio’s ability to navigate our complicated systems and identify how those functions could be streamlined through Salesforce Case Management. They had to learn every aspect of our company, and they certainly did. It is intimidating to take on a project like this, but the expertise of Provisio made it achievable. We are so excited about our finished product. As an added bonus, I genuinely like the members of our Provisio team as both colleagues and humans. I can’t imagine finding a group of more patient and approachable people to support us on this endeavor.”

Jess Bell, Quality Assurance Manager at Integrated Psychotherapeutic Services

We’d Love to Support You!

Empower Your Impact: We can help you build stronger connections with the communities you serve.