READ BEFORE ENROLLING. The Organizational Development Retainer is a $300-per-week, three-hour development commitment for an already established business or nonprofit. A minimum of four paid weeks is required. The client chooses an approved development area and provides timely decisions, information, and approvals. Development work may create a framework, workflow, form, template, structure, or system for the organization; the consultant does not perform the organization's routine work.
WHAT THIS SERVICE DOES NOT INCLUDE: No virtual assistance, executive assistance, administrative assistance, secretarial or receptionist services, or day-to-day business operations. No board administrative support: taking minutes, assembling board packets, sending reminders, chasing board members, or serving as board secretary. No routine inbox, email, phone, calendar, appointment, meeting, customer service, filing, or data-entry management. No staff or employee role. No grant research, prospecting, writing, applications, administration, or reporting. Developing a workflow for an administrative function does not include operating that function.
WEEKLY PAYMENT AND TIME: The $300 weekly invoice is due Monday by 5:00 PM Eastern. No work begins before the separate contract is signed and the invoice is paid. A $75 late fee applies to payment after Monday's deadline. Payment is no longer accepted for that week after Tuesday at 5:00 PM Eastern; a missed week does not count toward the four paid weeks. Up to three development hours are reserved per paid week; unused time does not roll over, bank, or transfer. Work begins on a Monday once signature, payment, and scheduling are complete. A projected timeline is not a guaranteed completion date.
COMMUNICATION AND EXPENSES: Communication is by email, Monday–Friday, 8:00 AM–5:00 PM Eastern. Calls and meetings must be requested at least two weeks in advance and approved; approved substantive meeting time counts toward the three-hour weekly commitment unless otherwise agreed in writing. No random calls or texts. The client pays 100% of government/IRS fees, vendor charges, software, subscriptions, printing, advertising, and every other business expense from the client's own funds. None of the consultant's fee funds the client's business. If account access is needed, a secure encrypted link is provided for each request; credentials are not saved. The full project-specific scope and terms will be in the separate contract emailed after this intake.