HILLCREST’S SERVICES

Operational excellence for progressive organizations

At Hillcrest, we help our clients develop financial and operations strategies to take their work to scale and make a profound impact on the world. How can we support you?

operational support

Think of us as a strategic partner to your leadership team. We’ll help you navigate operational challenges, optimize processes, and achieve your goals.

  • Operational Strategy: We work closely with your leadership team to develop and implement operational strategies aligned with your organization's mission and goals.

  • Streamlined Operations: We meticulously examine your existing processes and workflows, pinpointing inefficiencies and areas ripe for improvement. From there, we craft and execute strategies to streamline operations, boosting efficiency across the board.

  • Empowered Teams: With our guidance, your operational team gains the leadership and direction needed to unite towards shared objectives. We ensure that every team member is equipped to contribute effectively, driving your organization towards success.

  • Policy and Procedure Development: We can assist in the development and implementation of policies and procedures tailored to your organization's needs. We’ll help you adopt best practices, fostering a culture of accountability and excellence.

  • Navigating Change: During periods of transition or growth, we act as your steadfast partners, guiding your organization through change with expertise and support. From strategy development to implementation, we help you navigate change seamlessly.

  • Financial Stewardship: While not always directly responsible for financial management, wes take on a crucial role in overseeing financial processes.

Capacity building

 Hillcrest Strategies will help you strengthen your organization's capabilities and infrastructure for long-term success.

  • Operations Optimization:

    • Enhance staff performance through tailored training and development programs.

    • Develop comprehensive policies and procedures to streamline operations and boost efficiency.

    • Evaluate current tools and vendors, offering recommendations for improvements.

    • Build and customize Airtable instances to organize and track your data.

  • People Operations:

    • Create equitable and user-friendly employee handbooks to foster a positive workplace culture.

    • Provide support throughout the recruitment and hiring process, ensuring a seamless experience.

    • Assess and design staffing and management structures to maximize organizational effectiveness.

  • Board Governance:

    • Empower your board with targeted development and training sessions.

    • Facilitate the development of leadership transition plans.

    • Support the board in navigating executive transitions.

financial management

Build budgets, understand financial statements, and implement policies and procedures to understand your organization’s fiscal health. 

  • Explore your money beliefs and how they help, or hinder you, in your role as a nonprofit leader.

  • Craft program-based and mission-aligned annual budgets.

  • Forecast multi-year budgets as a roadmap for the medium term.

  • Review and analyze your financial statements to understand your fiscal health. 

  • Implement internal controls to safeguard financial assets and ensure compliance.

  • Oversee financial processes to ensure financial stability and sustainability.