STRATEGY + DATA ANALYTICS FOR NONPROFITS & PHILANTHROPY
From Insight to Impact.
WSI helps nonprofit and philanthropic organizations navigate critical moments of change by providing the evidence, strategy and guidance needed to focus resources, move forward with confidence, and make a meaningful difference.
Identify the Right Problems. Make the Right Decisions. Take the Right Actions.
WHEN THE RIGHT DECISIONS MATTER MOST
Big Decisions Rarely Come With Easy Answers.
When launching, growing, or changing an organization or initiative, knowing what to do next matters.
LAUNCH
What problem are we solving?
What should we build?
GROW
What's working?
Where should we invest next?
TRANSFORM
What needs to change?
What should we do next?
WHEN PLANNING FALLS SHORT
A Strategy Only Matters If People Can Use It.
A plan can start with good intentions and still become difficult to use.
Priorities become unclear. Conditions change.
People may not know what the strategy means for their work.
PRIORITIES
Do we know what matters most?
PEOPLE
Does everyone know where we’re going and what it means for their work?
PROGRESS
Can we tell what's working?
PIVOT
Do we know when to pivot as conditions, assumptions change?
The goal isn't another strategic plan for the shelf.
It's a strategy people can understand, use, measure, and adapt.
WHEN EVERY DECISION COUNTS
Limited Resources
Make Every Choice Matter.
No organization has unlimited time, money, or capacity. The challenge is knowing where to focus those resources and whether those choices are making a meaningful difference.
Evidence helps you decide where to focus.
Strategy helps you make the most of limited resources.
Execution helps you put the strategy to work and see what’s working.
ABOUT WHEELER SOCIAL IMPACT
Experience Matters When the Answers Aren’t Obvious.
Our work is shaped by more than 20 years of experience across nonprofit, philanthropy, government, and community initiatives.
WSI brings strategy and data analytics together to help leaders identify the right problem, focus limited resources, and decide what to do next.
We don't just hand you a plan.
We equip you to put it into action.
OUR APPORACH
Better Decisions Start
With Better Understanding.
The right action starts with understanding the right problem. We bring evidence, strategy, and execution together so you can make informed decisions, focus your resources, and move forward with confidence.
DISCOVER
Research & Insight Generation. Listen to stakeholders, examine the evidence, and identify what matters most
1
DESIGN
Strategy Development. Use what we learn to make choices, set priorities, and decide what to do next.
2
DEPLOY
Implementation & Performance Systems. Put those decisions into practice, track progress, and adjust as conditions change.
3
HOW WE CAN HELP
Strengthen Your Ability to Make a Difference.
WSI provides strategy and analytics expertise when you need additional capacity to solve an important problem, make a critical decision, or put a strategy into practice.
We work alongside your team to address the immediate need while helping your people use evidence, make better decisions, and carry the work forward.
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Identify the right problem, develop a clear strategy, and design how to put it into practice.
Strategic Problem Identification
Are we solving the right problem?
Identify root causes, test assumptions, and clarify what deserves attention before committing significant time, money, or capacity.
Strategy Development
What should we do about it?
Turn evidence and insight into clear choices, priorities, outcomes, and an actionable strategy.
Implementation Design
How will we put the strategy into practice?
Design the roadmap, responsibilities, measures, leadership routines, and systems needed to put the strategy to work.
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Use data, research, and stakeholder insights to understand what’s working, test assumptions, and make better-informed decisions.
Data Analytics
What is the data telling us?
Use data to understand performance, test assumptions, and make better-informed decisions.
Program Evaluation
Is the program working as intended?
Understand what is working, what is changing, and whether intended results are being achieved.
Stakeholder Insights & Qualitative Research
What do the people closest to the work see?
Gather the perspectives and experiences needed to better understand needs, choices, and outcomes.
Financial Analysis
What does our financial position tell us about our choices?
Use financial information to assess performance, sustainability, resource allocation, and strategic choices.
Research & Reports
What do decision-makers need to know?
Turn complex information into clear findings, recommendations, and decision-ready reports.
PROVEN EXPERIENCE
Trusted When the Work Matters Most.
Organizations have trusted WSI with strategy, analysis, and guidance during important moments of change.
Developed strategy for a multimillion-dollar statewide youth-serving organization.
STATEWIDE STRATEGY
ORGANIZATIONAL CHANGE
Supported organizations navigating crisis, turnaround, merger, and growth.
EVIDENCE & DECISIONS
Analyzed financials, grant-funded work, research, and data to help funders and nonprofit leaders make better-informed decisions.
PUBLIC SECTOR STRATEGY & PERFORMANCE
Advised municipal leadership on policy and transition priorities and was later engaged to develop a citywide performance system designed to strengthen accountability and improve city operations.
PROGRAM EVALUATION & RESEARCH
Used survey research and statistical analysis to evaluate program outcomes and inform recommendations for improvement and expansion.
Organizations We've Served
The consulting team was warm, knowledgeable, and deeply invested in our work. I found each session both intellectually enriching and immediately applicable to our organization's strategy.
— Isaac Mervis, Director of Organizational Development, United Way of Central Indiana
INSIGHTS FROM WSI
INSIGHTS FOR THE DECISIONS THAT MATTER
The Impact Report brings research, evidence, and practical insight to the questions facing nonprofit and philanthropic leaders.
READY TO MOVE FORWARD
Let’s Start With the Decision in Front of You.
If your organization is working through an important problem or decision, let’s start with a conversation.