Organizational Roadmap Package Form

Organizational Roadmap Package

At Apex Strategic Advisors, We understand that every organization has unique funding needs, goals, and objectives. We consult with our clients to develop strategic funding roadmaps tailored to their programmatic and project funding goals. Our team has the expertise and experience to guide organizations through the complex funding acquisition process, providing support at every step.


Included in the Organizational Roadmap Package are the following services:

  • Conduct Funding Needs Assessment: We excel in conducting structured needs assessments for organizations such as yours, offering valuable insights to drive strategic planning and improvement initiatives. Our thorough assessment process is designed to pinpoint and prioritize your organization's critical needs, guiding future endeavors effectively.

  • Determine Areas Of Need: We assist in identifying and defining areas of need within your organization, guiding you toward targeted solutions and strategic planning. By pinpointing these crucial areas, we aim to support your organization in addressing its most pressing challenges and maximizing its impact.

  • Establish Organizational File: As part of our services, we specialize in establishing a comprehensive organizational file tailored to your organization's unique needs and goals. Our detailed approach ensures that all necessary documentation is in place to support successful grant applications and enhance your organizational capacity.

  • Strategic Funding Action Plan: The Grant Strategic Funding Action Plan will serve as your roadmap for identifying, pursuing, and securing various funding opportunities to propel your organization's mission forward. With a clear focus on strategic funding initiatives, we aim to leverage resources effectively and maximize your impact within your community.


We help organizations consider the key factors they need to be aware of before pursuing grants or other charitable funding opportunities, such as determining areas of need, conducting formal needs assessments, establishing an organizational file, and researching funding opportunities. Our funding roadmaps take these factors into account and provide clear guidance on how to achieve funding success.


The services provided within this package are restricted to 200 hours. They are specifically tailored to integrate four essential components of our service offerings, aimed at furnishing your organization with a robust strategic roadmap. These components combine the Funding Needs Assessment Package, Organizational File Package, Strategic Funding Action Plan, and Comprehensive Research Package.



Should you require further analysis, additional funding lists, research, or support beyond the parameters delineated in this package, our team stands ready to assist. Any supplementary time needed will be invoiced at a prorated hourly rate, guaranteeing that you receive the requisite level of support.


Through our strategic funding consulting, we are committed to helping businesses and nonprofits unlock their full potential and achieve their funding objectives. By working with our team, organizations can develop comprehensive funding strategies and maximize their impact on their communities and beyond.


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