Who we work with
Our clients are often doing important work, growing quickly, navigating transition, or preparing for a more ambitious future. They need their people, systems, and strategy aligned around where they’re trying to go.
Who we help
Companies pursuing growth while maintaining a meaningful commitment to people, communities, or positive impact.
Organizations strengthening fundraising, finance, data, technology, operations, or organizational capacity.
Organizations seeking stronger grantmaking, financial clarity, and operational infrastructure.
Organizations managing multiple programs, locations, revenue streams, legal entities, or stakeholder groups.
Moments of change
Change Up is especially valuable during:
The ideal partnership
Our strongest partnerships are with leaders who want practical implementation, not recommendations alone. They understand that meaningful change crosses departmental boundaries, are willing to include employees closest to the work, and value clarity, accountability, and continuous improvement.
We aim to build internal strength, not permanent dependence on a consultant.
Experience
Our work has included:
Sector experience matters, but the central question remains the same: what organizational infrastructure will allow this team to do its best work?
Client stories
Nonprofit
A new executive director inherited finances no one could reconcile, despite several outside consultants. The problem wasn’t anyone’s competence: no one owned the whole system. An assessment and an Optimal Horizon Workshop gave staff, consultants and the board one map and one plan, and the organization went on to its strongest revenue year.
Nonprofit
After a troubled move to a new donor database, development and finance couldn’t agree on the numbers. A Data Up assessment showed the database was only the visible part of the problem. Shared gift-processing rules, a monthly reconciliation and a written operations manual restored trust in the data, and between the teams.
Nonprofit
It started as a narrow question about processing gifts and reconciling them with finance. Following the evidence led to a board-level conversation about capacity, then a full organizational assessment. Capable people had been compensating for systems built for an earlier horizon, and leadership now has a phased plan to fix the structure.
A sample of the organizations we’ve had the privilege to work with, not a complete list.
You don’t need to fit a perfect category. Tell us what your organization is trying to accomplish and where progress has become difficult.