Services

Every engagement starts the same way - a conversation about what is actually in front of you. What follows is scoped to that.

The Ad Alta Assessment

Four weeks. Fixed scope, fixed fee.

An assessment of your institution across all three pillars - technology, mission, and organizational effectiveness - delivered as a written findings document and presented to whoever needs to hear it.

Weeks one and two: I review what exists - systems, data, documents, reporting - and interview six to ten people across your organization.

Weeks three and four: analysis, drafting, and delivery.

What you receive:

  • A findings document of fifteen to twenty pages
  • A current-state map of your systems and where constituent information actually lives
  • Prioritized recommendations, sequenced by what unblocks what
  • A one-page summary written to be circulated to a board or council
  • A ninety-minute presentation of findings

$6,500 for a diocese, foundation, school, or apostolate.
$1,500 for a single parish, scoped proportionally.

The fee credits in full toward any engagement that begins within ninety days.

Start a conversation →

Advisory engagements

Project work across the three pillars, scoped to what the assessment or the conversation surfaces.

Technology. CRM selection and implementation. Data consolidation and constituent records. Parishioner and donor journey design. Analytics and reporting. Integration between parish, diocesan, and foundation systems.

Mission. Clarity of purpose. Program alignment. Communications strategy. Measurement.

Organizational effectiveness. Decision rights. Role clarity. Change Management. Board and council effectiveness. Operating rhythm.

Engagements run from a few weeks to several months depending on what is being built. Scoped and priced after a conversation, never before.

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An Hour with Michael

One hour with a senior advisor, for a specific question you want worked through before you commit to anything larger.

Whether a CRM decision is the right one. How to sequence a migration. What to do about a development office that cannot see its own data. Whether the problem in front of you is a technology problem at all.

$250. The fee credits toward an assessment or an engagement if one follows.

An Hour with Michael →

Not sure where you stand?

Fifteen questions, about five minutes. You will get your institution scored across the three pillars and a short written report on what typically comes next.

Free, and there is no follow-up sequence attached to it.

See where you stand →

Ad Alta Weekly

A free Monday morning note on Church, mission, and technology. Short, and written for people running institutions rather than studying them.

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