Flexible advisory, strategy, and on‑demand support to help nonprofit and mission‑driven teams get more value from Microsoft 365. Practical, mission-aware guidance that protects privacy, reduces friction, and increases staff confidence.
What I help with
- Adoption strategy & change management — role‑based plans, communications, and measurable adoption goals.
- Governance & compliance guidance — pragmatic policies, permission patterns, and retention recommendations.
- Architecture reviews & migrations — SharePoint and OneDrive assessments, cleanup plans, and migration guidance with minimal disruption.
- Power Platform advisory — review low‑code solutions, identify reuse opportunities, and advise on maintainability.
- On‑demand troubleshooting & escalation — short tickets, urgent fixes, and hands‑on help for end users and admins.
How engagements work
Discovery
30–60 minute call to map mission, users, and pain points; I deliver prioritized recommendations and next steps.
Scoped Advisory
Time‑boxed work with clear deliverables (adoption plan, governance playbook, migration roadmap) and one stakeholder workshop.
Retainer / Block Hours
Predictable block hours for ongoing support, triage, and priority interventions without adding full‑time headcount.
Example Packages
- Starter Review — 2–4 hours: discovery, high‑level recommendations, short follow‑up.
- Project Advisory — 10–40 hours: stakeholder interviews, roadmap, governance checklist.
- Monthly Retainer — 20–60 hours/month: ongoing support, regular check‑ins, priority ticketing.
Common Deliverables
- Adoption plan with metrics — training schedule, communications templates, target KPIs.
- Governance playbook — site lifecycle, permission patterns, naming conventions.
- Technical review report — prioritized fixes, architecture suggestions, and estimated effort.
- Support playbook — triage steps, escalation paths, and end‑user FAQs.
Outcomes you can expect
- Faster onboarding for staff and volunteers
- Clearer information architecture and fewer accidental permission exposures
- Technology aligned to program workflows
- Time saved through strategic automation
Testimonials
“Nate turned our chaotic file system into a place our staff can actually use. We saved weeks of time tracking down records.”
— Program Director, community nonprofit
Next steps
Ready to explore advisory help that fits your mission? Book a discovery call or send a brief summary of your challenge and I’ll reply with initial ideas and availability.