Our Packages
We’ve developed four tailored package options to support local businesses, organisations, individuals, and community groups in navigating their systems. Whether you’re working within existing structures, building new ones, or adapting to frameworks set by government or funding requirements, our packages are here to guide you.
Each package is designed to strengthen decision-making, empower you to shape your own future, and set your business on a clear path to success. We keep the process simple and transparent, customising our approach to your unique needs. Think of us as an extension of your team – walking alongside you every step of the way.
Package One
Strengthening Our Foundations
Setting Up for Long-Term Success
Does your team struggle with unclear processes or feel unsure about how your systems should work? Every great initiative thrives on a strong foundation—but without clarity, it’s hard to move forward. Let’s create structures that make your work smoother, more effective, and set you up for long-term success.
What's included?
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Initial consult
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Eco mapping- way finding and challenge navigating
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Process Checklist: One-page review tool for current systems
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Role Clarity Template: Fill-in-the-blanks sheet for defining responsibilities
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Policy Template Pack: Editable documents for key internal policies
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Leadership Quick Guide: PDF on effective delegation and governance basics
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SWOT Analysis Worksheet: A template to map out strengths, weaknesses, opportunities and threats with guiding prompts
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SOP Creator Template: Basic framework for documenting how-to steps for key operations (e.g. meeting prep, reporting processes)
Services we can offer:
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Process Audit and Optimisation: A deep dive into current workflows to identify bottlenecks and areas for improvement. Example: Conducting system assessments to streamline decision-making processes and eliminate redundancies.
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Structural and Governance Alignment: Reviewing roles, responsibilities, and reporting structures to ensure clarity and efficiency. Example: Creating an organisational blueprint that clearly defines governance processes and internal workflows.
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Policy and Procedure Refinement: Updating internal policies to be practical, accessible, and aligned with operational needs. Example: Simplifying financial reporting protocols to make compliance easier for trustees and committees.
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Capacity Building and Internal Leadership Development: Strengthening teams with clear accountability frameworks and leadership training. Example: Running workshops on effective delegation, decision-making, and role clarity to enhance organisational efficiency.
Package Two
Simplifying External Systems
Navigating the Maze
Feeling stuck in a system that wasn’t built with you in mind? Let’s make it work for you, not against you.
What's included?
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Initial consult
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Compliance Calendar: Key dates for reporting and obligations
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Plain Language Guide: Easy-to-understand explanations of system jargon
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Basic Reporting Template: Ready-to-use governance reporting form
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Submission Starter Sheet: Simple resource for drafting policy input
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SOP for External Engagement: Step-by-step guide for working with external bodies (e.g. council, funders)
Services we can offer:
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Mapping the System: Clear guides and step-by-step resources breaking down administrative processes. Example: A digital checklist for governance and compliance requirements.
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Process Optimisation: Workshops to help groups identify inefficiencies and create smoother workflows. Example: One-on-one sessions to customise reporting templates.
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Compliance and Accountability: Governance support and reporting frameworks tailored to grassroots organisations. Example: A governance handbook outlining best practices in plain language.
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Advocacy and Policy Navigation: Guidance on engaging with institutions effectively. Example: A ready-to-use template for submitting community-driven policy proposals.
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Capacity Building: Skills-based training to build confidence in navigating processes. Example: Online modules covering essential financial and administrative skills.
Package Three
Financial Growth and Sustainability
Securing Resources for Sustainable Growth
Accessing funding shouldn't feel like an impossible puzzle—let’s make it simple, strategic, and sustainable.
What's included?
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Initial consult
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Grant Application Template: Guided form to develop proposals
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Budget Builder Worksheet: Excel sheet for tracking financials
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Fundraising Ideas List: Simple ideas tailored to grassroots contexts
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Financial Planning Checklist: Steps to improve long-term sustainability
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SOP for Financial Systems: Basic operating guide for budgeting, purchasing or financial reporting
Services we can offer:
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Grant and Funding Acquisition: Support in crafting compelling proposals and pitches. Example: Customised funding proposal templates with clear, persuasive messaging.
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Fundraising Strategies: Tailored campaigns that align with community goals. Example: A guide to running successful crowdfunding initiatives for grassroots projects.
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Investment and Financial Sustainability: Tools to build long-term financial resilience. Example: Financial modelling worksheets to assess the viability of different funding streams.
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Donor and Stakeholder Engagement: Communication strategies to secure ongoing support. Example: Template emails and presentations for engaging funders and investors.
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Strategic Budgeting and Financial Management: Practical guides for transparent financial planning. Example: A user-friendly budget planner designed specifically for Marae and community groups.
Package Four
Communication and Engagement
Grow your reach and amplify your impact
How effectively does your organisation communicate, engage meaningfully with stakeholders, and
foster collaboration to build trust, alignment, and long-term community support?
What's included?
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Initial consult
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Stakeholder Contact List Template: Build and track your networks
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Community Survey Form: Quick questionnaire for feedback
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Project Tracker Sheet: Monitor milestones and responsibilities
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Cultural Reflection Prompts: Cultural intelligence questions for strategic decisions
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SWOT for Communications: Focused template to assess how your org communicates, what works, and what could improve
Services we can offer:
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Custom Tools and Frameworks: Templates, resource kits, and operational models to simplify admin work. Example: A digital dashboard for tracking funding applications and deadlines.
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Strategic Planning and Implementation: Frameworks to guide decision-making and long-term
sustainability. Example: A structured 12-month operational plan template tailored for hapū initiatives. -
Cultural Alignment: Ensuring that solutions respect tikanga and fit community contexts. Example: Guidelines for weaving cultural principles into decision-making processes.
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Knowledge Transfer and Mentoring: Ongoing support and capacity building for leadership development. Example: A mentoring program that pairs emerging leaders with experienced governance advisors.



