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01 What we do

Administrative and policy tracking for organizations that need to get it right.

We help nonprofits, advocacy organizations, and small agencies build the operational scaffolding their missions deserve — policy tracking, documented SOPs, audit-ready documentation, and the kind of plain-language research that makes board meetings shorter.

02 Engagements

Five ways we work.

Most engagements blend two of these. A monitoring retainer becomes a memo. A memo becomes an SOP. An SOP becomes the spine of an audit binder. We design for that flow. Every engagement is scoped and quoted to your organization's size and needs.

New offer — book this month

Audit Prep Day — $1,500 flat. Every file pulled. Every gap found. Remediation list by Friday.

For agencies with a survey, IDAPA inspection, or annual review on the horizon. Credits in full if you sign for the portal.

See details →
01 — Systems

Systems, SOPs & Back-End Portal

Stop running your organization out of a binder. We document what your team already does well, repair the gaps quietly, and give you the command center your administrators actually work from — a configurable admin portal built on a proven foundation and set up section-by-section for your size and budget. Branded, hosted, with training and a handover, so you own a system specific to you instead of rebuilding from scratch.

  • SOP development for programmatic and back-office work
  • Client and case-management workflow design
  • Operations handbooks a new hire can actually use
  • Admin portal: client logs, financials, document hub, scheduling
  • Dashboards, data export, and role-based access
  • Modules turned on or off as your organization grows
View one-page overview →
02 — Monitoring

Policy Tracking & Monitoring

Eyes on the legislation, rulemaking, and budget decisions that affect your work — so your team is never surprised by a comment period it missed in March. We watch your state capitol, the administrative code governing licensed agencies and regulated providers, federal agency rulemaking, and the funders that direct the work, then translate the noise into a short list of what changed and what to do about it.

  • Bill-level legislative tracking, sessions and interim
  • State administrative rulemaking watch with comment-period alerts
  • Monthly written briefings with prioritized action items
  • Grant and contract compliance tracking
  • Mock surveys and readiness audits to test your preparedness before a real survey
  • Committee hearing summaries and budget-committee annotations
  • Month-to-month retainer — no larger engagement required
View one-page overview →
03 — Compliance product

Survey-Ready Policy Manuals

A survey-ready policy and procedure manual for licensed agencies and regulated providers — mapped to the exact administrative rules that govern your work, written in plain language, and built so an audit feels like a conversation rather than a crisis. Pair it with our Policy Tracking service and we keep the manual current as the rules change.

  • Policy & procedure manual mapped to the rules that govern you
  • Written in plain language your staff and surveyors can follow
  • Optional Policy Tracking add-on keeps it current as rules change
  • Already have a manual? Manual Proof-Test or full Mock Survey & Records Audit available
04 — Lobbying

Lobbying & Government Relations

Registered lobbying and advocacy representation in any state capitol and before the U.S. Congress under the Lobbying Disclosure Act. We translate your mission into the language of committee rooms — building relationships with legislators and staff, drafting position papers, and showing up consistently across the session, the interim, and the federal cycle. State-specific engagements, multi-state coalitions, and federal LD-1/LD-2 representation all available.

Most clients engage us for lobbying alongside monitoring or research — the work compounds when the same person who tracked the bill is the one carrying it.

  • Registered lobbyist representation (legislative session + interim)
  • Coalition building and stakeholder engagement
  • Position papers, fact sheets, and one-pagers
  • Testimony delivery and committee strategy
  • Agency relations and rulemaking advocacy
  • Lobbyist registration and reporting compliance
View one-page overview →
05 — Research

Research & Analysis

Custom policy research and short briefing memos written to be read by busy executive directors and board chairs. We tell you what we found, what we don't know yet, and what we'd recommend reading next — the facts you need before you make a decision or make your case.

  • Issue briefs and white papers
  • Stakeholder and decision-maker mapping
  • Comparative-state policy reviews
  • Data analysis and plain-language findings
  • Honest funding and grant-fit research — eligibility match + sourced shortlist; we do not write grant applications
View one-page overview →
03 How we work

Discover. Build. Sustain.

No discovery deck no one reads. No deliverable that needs a separate manual. A short, deliberate engagement that leaves behind documents and systems your team can actually run without us.

01.

Discover

Two weeks of listening. We read your bylaws, sit in on a staff meeting, and look at the spreadsheet someone is still emailing around. Then we tell you what we heard before we propose anything.

02.

Build

Short cycles, written deliverables. Drafts circulate before they’re final. We work in your stack where we can, and recommend the smallest possible tooling change where we can’t.

03.

Sustain

A handover that includes a real training session and a 60-day check-in. Optional ongoing monitoring or quarterly office hours if the work keeps moving.

04 Clients

Who we work with.

Small enough that our work is felt. Mission-driven enough that the work matters.

  • Nonprofits
  • Government agencies
  • Advocacy organizations
  • Public-sector consultancies
  • Coalitions and intermediaries
  • Foundations & funders
05 Start a conversation

Tell us what you’re trying to get right.

A short message is enough. We’ll respond within two business days with a real human reply — not a discovery-call funnel.