Discover What Matters
A calm, structured starting point to surface what truly matters to your organization
Most organizations don't struggle because they lack tools. They struggle because their tools, systems, and processes don't clearly support the outcomes they care about—serving more people, reducing staff burnout, improving reporting, and strengthening trust with funders and community partners.
Step 1 gives you space to slow down, reflect, and name what's working and what feels heavy. This isn't a technical interview, and you don't need to prepare anything. It's simply a guided, human conversation about your mission, your people, and the changes that would actually make a difference in your day-to-day work.
The clarity that emerges here becomes the foundation for Steps 2–4.
In this step, we explore:
- The outcomes that matter most to your team and community
- What's currently frustrating your work or draining capacity
- What success would look like in honest, practical terms
- What would meaningfully improve staff and client experience
- Where you wish things felt lighter, smoother, or more predictable
Outcomes
You receive the What Matters Brief™ — a simple, steady document that:
- Captures the outcomes your organization values most
- Highlights the themes that surfaced in our conversation or self-assessment
- Names early friction points without blame or overwhelm
- Celebrates organizational strengths already working in your favor
- Sets the foundation for Step 2 by clarifying where to look next
These deliverables become the starting point for Step 2 — Assess What's Getting in the Way, where we take your Step 1 clarity and ground it in the real workflows, tools, and capacity of your day-to-day operations.
Where we Begin
There are two simple ways to get started. Both options help you clarify what matters most before we take a deeper look together. After this, we'll schedule a focused Discovery call based on what you share.
Mission Tech Compass Self-Assessment
Helps you identify priorities, frustrations, and early goals.
Begin the Self-Assessment30-minute Get to Know You Call
A low-stakes conversation to confirm fit and understand your situation.
Schedule a Discovery ChatCommitment
In Step 1, we each make a simple commitment to clarity and honesty — nothing more.
My commitment: To listen closely, ask thoughtful questions, reflect back what I hear, and create a calm space where your team feels understood, not evaluated.
Your commitment: To share openly about what's working, what feels heavy, and what you hope might change — without needing perfect answers, documents, or preparation.
Together, we commit to beginning this process with curiosity, steadiness, and respect for your team's time and capacity.