Look at what you'd actually buy before you buy it.
Most consulting starts with "trust us and we'll tell you what you need." This doesn't. Below is a representative outline of the report you receive at the end of a Wholeshift Diagnostic engagement — anonymized, but real in structure and rigor.
The shape of the deliverable.
A typical Diagnostic report runs fifteen to twenty-five pages. Sections below. Specifics vary by engagement; structure is consistent.
Executive summary
One page. What we found, what we recommend, what it costs, what timeline. Written so a board member can read it cold and act.
Current operating layer
Every tool, every spreadsheet, every shared inbox, every recurring task. Costs surfaced. Redundancies surfaced. The 'why is this here' questions named honestly.
Workflow map
How work actually moves through your team — handoffs, blockers, the moments where time vanishes. Mapped from stakeholder interviews, not assumptions.
Data audit
Where your customer / donor / program / financial data lives. What state it's in. What's missing. What's duplicated. What would happen if you tried to migrate it tomorrow.
Three highest-leverage opportunities
Ranked by ROI, scoped concretely, with cost-of-doing-nothing estimated for each. The ones that pay for themselves first.
Recommended roadmap
A twelve-month sequence with phases, dependencies, and decision points. What to do first, what can wait, what to stop doing.
Cost-benefit estimate
What you're spending today on tools + staff time + workarounds. What the recommended path would cost. What the gap typically pays back in.
Implementation paths
DIY (with the recommendation as your roadmap). Wholeshift (we build it). Hybrid (we do the hard parts, your team does the rest). Honest trade-offs for each.
Risks and dependencies
What could break the plan. What you need from your team. What we'd need from you. What we'd recommend de-scoping if budget gets tight.
Stakeholder interview notes
Anonymized quotes and observations from your team. The Diagnostic surfaces what your team already knows. We just write it down.
What "three highest-leverage opportunities" actually looks like.
From a hypothetical $3.5M-budget nonprofit Diagnostic — anonymized. Real engagements use your real numbers. Each opportunity is scoped, cost-estimated, and payback-projected so you can move on it independently.
Replace the donor-export-to-Excel-to-Mailchimp pipeline with a direct sync
Move grant deadline tracking out of the Google Sheet and into the CRM
Build the board-report generator (currently 11 hours/quarter of manual work)
You get the artifact, the conversation, and the keys.
A PDF and a Markdown source
Final report as a polished PDF for circulation. Also delivered as Markdown in a Git repo so you can edit, fork, or reuse sections. Both yours from launch.
A ninety-minute walkthrough call
We sit with you and the team that needs to act on the report. Questions answered, priorities pressure-tested, owners assigned. Recording yours to keep.
The recommendation is yours
Act on it with us, with another consultant, or in-house. We don't gate the answer behind a build contract. If the right move is "stay where you are and fix two things," we say so — and the report shows you how.
A Diagnostic is for you if…
Right fit
- You suspect you have tool sprawl but need it audited honestly
- You have a board-restricted gift, a tech-modernization grant, or a budget line earmarked for "figuring out operations"
- You want to make a decision in the next ninety days
- You're evaluating a CRM, MarTech, or operational rebuild and want a vendor-neutral assessment first
- You want clarity before committing $25K+ to a build
Probably not yet
- You already know the answer and want to start building
- You need help implementing a specific tool you've already chosen
- You're pre-revenue or pre-product and a Diagnostic is premature
- You want a sales pitch, not an honest assessment
Ready to see this for your own setup?
Thirty-minute discovery call. No charge. We listen, ask sharp questions, and tell you straight whether a Diagnostic is the right next move for you.