Services
Each engagement is shaped to the question in front of you. After a diagnostic conversation and an honest read of what's actually going on, your team is the one that owns the work going forward — equipped with the framework, the practice, and the capacity to keep doing it without us.
i. Executive and team coaching
A new leader inherits a team they didn't build. Meetings produce agreement that evaporates by the following week. An external shock exposes fractures in how decisions get made.
Sagitas uses the Corentus Team Effectiveness framework, which has four dimensions of team performance and over 100 field-tested tools, selected for the specific moment a team is in. Coaching happens embedded in real meetings and real decisions, not in offsite simulations. The team builds the capacity to coach itself over time, reducing dependency on external support.
— Executive coaching for new and existing leaders
— Real-time team coaching during actual meetings, planning sessions, and decision points
— Targeted skill-building using modular tools selected for each team's priorities
— Team diagnostics, including Voice of the Team, to surface patterns and capability gaps
ii. Finance assessments and operations
Close cycles stretch from weeks to months. A major restricted gift exposes gaps in how funds are tracked and reported. The board is asking questions the finance function isn't structured to answer.
Sagitas brings auditor-grade diagnostic discipline to financial advisory. Every observation is substantiated by at least two independent sources. Findings are coded thematically across eleven domains and benchmarked against peer nonprofits operating at similar scale and complexity. Recommendations are shared iteratively, not dropped as a surprise report at the end. The model is advisory by design, as Sagitas guides the finance function; your team owns the execution.
— Financial health assessments using a statistically valid methodology with maturity benchmarking across eleven domains
— FP&A advisory including business planning, forecasting, modeling, and budget process optimization
— Financial operations improvement targeting close cycle acceleration, reporting workflows, and internal controls
— Implementation roadmaps grounded in validated observations, delivered with leadership debriefs and working sessions for coherent team planning
iii. Organizational transformation
The strategic plan that carried the organization to this point can't carry it further. Funding has grown beyond what the original design can absorb. Programs have expanded; the operating model hasn't.
The same evidence-based assessment discipline applies here, scaled to the broader organizational landscape. Maturity is examined across five domains, including strategy and governance, organizational design and leadership, culture and change readiness, programmatic impact, operational and revenue infrastructure. Transition itself is managed using the Bridges Transition Model, recognizing that the external change and the internal transition aren't the same thing. People affected by a redesign need to move through letting go, navigating uncertainty, and finding renewed purpose at their own pace.
— Organizational maturity assessments across five domains, calibrated to peer nonprofits
— Strategy development through environmental analysis, stakeholder alignment, and planning facilitation
— Organizational design and restructuring aligned to strategic objectives and evolving funding models
— Transition management informed by the Bridges Model, with facilitated sessions for sustainable adoption
iv. AI-augmented workflow design
Recommendations accumulate in shared drives. Reporting cycles consume time that should go to program delivery. Staff spend hours reconciling data across systems that don't talk to each other. Leadership wants to “adopt AI” but the conversation keeps stalling at tool selection.
Sagitas designs AI-augmented workflows that uncover hidden capacity in manual processes. The approach starts with mapping how information flows through the organization, identifying where manual effort adds the least value, and designing processes where AI handles routine work while decision-making authority stays with staff. Sagitas architects the workflows, builds the tools, validates performance, and hands the system to the client's team. We don't implement enterprise platforms or sell software licenses.
— AI workflow design for research, analysis, reporting, and operations
— Agentic architecture for multi-step processes (assessment pipelines, scenario planning, strategy modeling)
— Knowledge systems that turn data into actionable insights through reporting, decision-support dashboards, and analytical frameworks
— AI adoption strategy and context engineering to sequence decisions, manage risk, and build internal capability