Consulting Services Request Form

Thank you for your interest in NAO’s consulting services!These specialized services are availableto NAO’s Oregon 501(c)(3) nonprofit members. NAO members gain access to deeply discounted services, trainings and value-added benefits to leverage their resources. To find out more about membership, visit us online at or contact .

Please fill out this brief form to request NAO consulting services. This helps us better understand your organization needs, the nature of your request and your budget for services. Once complete, return it to . We will be in touch with you within 3-5 business days.

If you have any questions, please .

Date Submitted: ______

How can we best contact you?
Your Name:
Position in Organization:
Primary Phone: / Email:
Your organization’s contact information
Organization Name:
Address:
City/State: / Zip Code: / County/Region:
Phone Number: / Organization Email:
Website:
A little about your organization
Region(s) you serve: Select Region
Annual Operating Budget: / Year Founded:
Date of last strategic plan (if applicable):
Select the field that best fits your organization: Select a field
If Other, please specify:
Describe the users of your service and/or constituency(ies) that you serve:
Let us know if you have special programs for low-income populations:
Are you a registered 501(c)3? / ☐ / Yes / ☐ / No / ☐ / Do Not Know
If not, please specify your nonprofit registration type:
If you have a fiscal sponsor, please specify:
Are you an NAO member? / ☐ / Yes / ☐ / No / ☐ / Do Not Know
NAO consulting services are provided for our Oregon 501(c)3 nonprofit members only. If you should contract with NAO for consulting services and are not currently a member, membership will be included in the first consulting invoice. Membership dues are based on organizational budget size.
Tell us about your consulting request

For additional information on our consulting services, please visit .

  1. Please check the following area(s) you are requesting services:

☐ Accounting / ☐ Board Development / ☐ Bookkeeping
☐ Business Planning / ☐ Diversity, Equity, and Inclusion / ☐ Executive Coaching
☐ Executive Search / ☐ Facilitation / ☐ Fund Development
☐ Leadership Development / ☐ Merger/ Dissolution / ☐ Restructuring
☐ Strategic Planning / ☐ Succession Planning / ☐ Technology Support
☐ Training (please specify):
☐ Other:
  1. Describe why you are seeking these services (please be specific).
  1. What are your top priorities and desired outcomes for this project?
  1. What is the estimated timeline for this project? When do you hope to begin this work? Is there already a scheduled day or timeframe these activities need to occur, or is there flexibility?
  1. What is your projected budget for this project? Let us know if you’re seeking funding for the project.
  1. Have there been any recent, significant changes in the organization we should know about?
  1. What else would you like us to know about your organization or your request?
  1. Are there special characteristics you are looking for in a consultant?At NAO our goal is to match consultants with projects based on expertise and skill alignment, to include culture fit as we are able.
  1. How did you hear about us?