Strategic Planning Consultation And Support

We’re seeking a volunteer to help guide the Wellness Collective through a thoughtful, sustainable growth planning process. As a small but impactful nonprofit, we’ve seen rapid program expansion over the past two years, and now we’re at a crossroads where clarity, sustainability, and strategic structure are essential to continue our work effectively.

We’d like to partner with a volunteer to:

Offer strategic insight on how to scale our programs without burning out our small team

Identify opportunities for operational streamlining, earned revenue, or partnerships

Provide guidance on board development and succession planning

Help us assess our current impact and clarify a roadmap for the next 1–3 years

Offer coaching or mentorship on nonprofit leadership, fundraising strategy, or long-term planning

This would be part strategy session, part coaching, and part thought partnership—with the goal of helping us define “what’s next” and how to get there thoughtfully.

My goal for this Project is to create a:
Clear, values-aligned plan for the sustainable growth of the Wellness Collective, including actionable recommendations and strategies I can take to my board and team.

The Wellness Collective exists to ensure that all people in Moab—especially those experiencing trauma, isolation, or economic hardship—can access wellness resources in a compassionate, inclusive, and community-rooted way.

This strategic support will help us:

Prevent leadership burnout and increase organizational sustainability

Better serve our community by focusing on what we do best

Improve infrastructure to support equitable access long-term

Identify funding and partnership models that align with our mission

Strengthen our leadership, board, and staff systems so we can expand with intention

In short, this project will directly support our ability to stay grounded, impactful, and resilient as we grow. Your insight as a Taproot volunteer could shape the future of wellness access in our community.

My team and I have prepared for this project by:

Gathering recent data on participant engagement, partnerships, and funding sources

Outlining current programs, staffing, volunteer contributions, and challenges

Drafting a list of “big questions” we’re currently wrestling with (e.g., how to grow without overextending, how to prioritize programs, how to generate sustainable funding)

Building a flexible internal culture where reflection and feedback are welcomed

Clarifying the key outcomes we want to walk away with: clarity, direction, and renewed confidence in our growth model

I (Breann) am the Executive Director and have been deeply involved in every aspect of our growth so far. I’ll be the main point of contact and am ready to collaborate closely, share insights honestly, and implement recommendations in real time.