Current & Past Clients

Sample Scope of Work #1:

Capacity Building

Asian American person holding microphone in front of three easels conducts a meeting.

Support grassroots partner organizations with capacity coaching and technical assistance around program planning and organizational development

  • Prepare and conduct trainings on organizing, campaigns, and program and organizational capacity building

  • Prepare and facilitate in-person strategic planning meetings and retreats

Sample Scope of Work #2:

501(c)3 Setup

Fiscal sponsor to 501(c)3 transition. Support client to separate from fiscal sponsor and incorporate as an independent 501(c)3 entity, including preparing separation documents and compliance paperwork. Provide ongoing support in transitioning staff, contractors, vendors, and funders. Support with setting up new payroll, bookkeeping, staff handbook, and other technical infrastructure.

Support for ongoing strategic planning work, finances, and operations and infrastructure planning and implementation processes. Support staff and Board with trainings, consultations, and coaching as needed. Provide guidance and recommendations on additional staff roles and positions to build internal capacity. Contribute to financial analyses and grant management, as needed.

Sample Scope of Work #3:

Retreat and Program Facilitation

Masked Asian American person with glasses stands during a presentation.

Facilitate organizational staff retreat. As the Lead Facilitator, collaborate with staff to develop a 3-day agenda and curriculum for the annual staff retreat.

Facilitate board retreat. As the Lead Facilitator, collaborate with Board and staff leadership to develop a 2-day agenda and curriculum for the annual board retreat.

Facilitate support group program. As the Lead Facilitator, design and implement peer support group program for community members. Provide facilitation for biweekly 90-minute online sessions.

  • S.W., Executive Director

    Tracy helped me frame my leadership in a way that resonated with me and felt innovative, authentic, and radical! I’ve learned how to lead through modeling the transformation I want to see, accepting who I innately am, and making my position work to those strengths rather than trying to squeeze myself into someone else's strengths. The entire experience of working with Tracy was really transformational and meaningful to me.

  • N.R.

    I have noticed sighs of relief - emotionally, mentally, physically, spiritually - during, after and even knowing that I am entering the coaching space. There are major shifts in my motivation and capacity which invites me to do what I enjoy.

    Coaching with Tracy has served to support my own boundary setting and mapping out what I want, deserve, and choose to work towards. I continue to hold and apply the tangible skills throughout my own intra-personal stewardship: of grounding, of gentleness, of accountability.

  • A.F.

    Tracy helped our organization reach a new level where we will have more opportunities and a more sustainable future… Tracy helped set up our new payroll platform, worked with our office manager to set up Quickbooks, and recommended updates to our staff handbook. I know these are systems that will be implemented for us in the long term.

    I learned so much! It was a long journey working with Tracy and there was so much growth for me as a leader for my organization, in regards to our infrastructure and outside partnerships. It was a really good experience, as Tracy made themselves available for our needs whether in person or online.