Data Assessment & Roadmap
You're collecting data, but you're not sure if it's the right data—or what to do with it.
I'll review your current data collection, talk with your team, and give you a clear roadmap for moving forward.
Choose Your Level of Support:
PACKAGE 1: Assessment & Roadmap
You get the plan. You implement it.
What I Do:
- Meet with your leadership team to understand your goals and challenges
- Review all your data collection materials, systems, and funder requirements
- Meet with your staff separately to hear what's actually working
- Analyze everything and identify what to keep, cut, and revise
- Create a clear implementation roadmap with priorities
What You Get:
- Comprehensive PDF report with specific recommendations
- What to KEEP, CUT, and REVISE (with rationale for each)
- Implementation priorities (what to tackle first, what can wait)
- Final presentation meeting with your full team
- Presentation slides (yours to keep)
Timeline: Typically 4-8 weeks from kickoff to delivery
Perfect for: Organizations with internal capacity to implement changes themselves
PACKAGE 2: Full Implementation
I do it for you.
Everything in Package 1, PLUS:
- Custom Excel templates designed for your data + revised data collection tools
- Comprehensive how-to manual with step-by-step instructions
- 1-hour live Q&A session after you've reviewed materials
- 60 days of email support Monday-Friday (responses within 48 hours)
- Optional 1-hour Q&A session at end of 60 days
Timeline: Typically 6-10 weeks from kickoff to delivery
Perfect for: Organizations that need it done but don't have the bandwidth to implement themselves
Investment: Projects typically range from $2,000 to $7,000, depending on scope (single program vs. organization-wide) and which package you choose.
Data Analysis & Visualization
Your funder wants a report. Your board needs numbers. You have data but need help making sense of it
I'll analyze your data, create clear visualizations, and write findings in plain language—so you can show your impact without drowning in spreadsheets.
What I Do:
- Review and clean your data
- Analyze it to answer your specific questions
- Create professional visualizations that tell your story
- Write findings in plain language (no jargon)
- Deliver in the format you need (report, presentation, one-pager, or combination)
What You Get:
Customized based on what you need:
- Just visualizations (I provide charts, you write the report)
- Full report with analysis and findings
- PowerPoint presentation
- One-page summary (printable handout)
- Custom combination
All branded to your organization's style.
Timeline: Most projects take 3-6 weeks. Larger or more complex projects may take 2-3 months.
Perfect for: Organizations that collect data but need help turning it into compelling reports, presentations, or grant applications.
Investment: Projects typically range from $1,200 to $6,000 depending on size and complexity. After our discovery call and reviewing your data, I'll provide a custom quote.
Staff Training & Capacity Building
Your staff collects data but doesn't understand why it matters or how to use it.
I design practical, hands-on training that makes data accessible—no jargon, no theory, just skills your team can use immediately.
Training Options:
PRE-DESIGNED WORKSHOP:
"Effective Data Collection: How to Collect Less and Get Better Results"
Your team will learn:
- How to identify what data actually matters
- How to design clean data systems that don't require hours of cleanup
- Trauma-informed data practices for vulnerable populations
- How to have productive conversations with funders
- Practical tools they can use Monday morning
Available as 3-hour (half-day) or 5-hour (full-day) workshop
CUSTOM TRAINING:
I can create training specifically for your organization on:
- Data Collection Basics
- Data Literacy for Non-Analysts
- Data Visualization
- Trauma-Informed Data Practices
- Or something else your team needs
Available as 3-hour or 5-hour training
Delivery Options:
Private In-Person Training
I come to your Tampa Bay location
Most interactive option. I deliver training at your site for your team only.
Investment:
- Pre-designed: $2,000 (3-hour) or $3,500 (5-hour)
- Custom: $2,500-3,000 (3-hour) or $4,000-5,000 (5-hour)
- Up to 20 participants
Best for: Teams that want customized content or prefer in-person
Private Virtual Training
Live interactive training via Zoom
Investment:
- Pre-designed: $1,800 (3-hour) or $3,200 (5-hour)
- Custom: $2,200-2,700 (3-hour) or $3,500-4,500 (5-hour)
- Up to 20 participants
Best for: Teams outside Tampa Bay or those who prefer virtual
What's Included (All Options):
- Interactive workshop format with hands-on exercises
- Comprehensive workbook
- Presentation slides and how-to manual (if applicable)
- Practical tools and templates
- Real-world examples from someone who had her boots on the ground
Lead Time:
- Pre-designed workshops: 3-4 weeks notice
- Custom training: 6 weeks lead time
Perfect for: Organizations building internal data capacity so staff can manage data more confidently.
Looking for open enrollment training?
I occasionally offer public workshops where individuals can register. Follow me on LinkedIn to be notified when open enrollment trainings are scheduled.