You know something needs to change. Let's identify exactly where to start.
The FORMA Clarity Audit is a focused, two-session engagement that gives nonprofit leaders and service-based founders a clear, written roadmap for what to fix first — without committing to an ongoing engagement.
What Is the FORMA Clarity Audit?
Most founder-led teams hit a point where growth creates hidden breakdowns — in hiring, ownership, and execution.The Clarity Audit shows you exactly where those are and what to do next.
The FORMA Clarity Audit is designed for that exact moment. In two structured sessions over approximately two to three weeks, we review your operations and team structure, identify where the breakdowns are happening.We share actionable recommendations your team can begin implementing immediately.
Most founder-led teams don’t realize where things are breaking until it slows them down. This audit shows you exactly where that’s happening — across hiring, ownership, and execution.
This Is For You If:
Everything still funnels through you. You remain involved in day-to-day decisions.
Hiring hasn’t effectively reduced your workload
Projects move, but not cleanly
Your team is growing, but roles aren’t fully clear.
What's Included?
Every Clarity Audit includes the following across two sessions:
Before Session 1 An intake form sent immediately after your inquiry is confirmed. This focuses our session time on what matters most and ensures we go deep rather than spend time on basics.
Session 1 — Diagnostic (45 minutes) A guided conversation covering your team structure, current systems, operational friction points, and where execution most consistently breaks down. This is where we get honest about what is actually happening inside your organization.
Analysis Period (Two weeks) FORMA conducts a focused review of everything surfaced in Session 1 and builds your FORMA Clarity Brief — a written document with 3–5 prioritized recommendations specific to your organization.
Session 2 — Delivery (60 minutes) Your FORMA Clarity Brief is presented and walked through in full. We discuss which recommendations to tackle first based on your capacity and timeline, and you leave with a document your team can act on immediately.
The FORMA Clarity Brief Your written deliverable. A clean, professionally formatted document that names what is working, identifies your operational gaps, and delivers 3–5 prioritized recommendations — each with a suggested first action step you can take shortly thereafter.
Investment
Pricing is structured by team size to reflect the complexity of your organization.
5–10 employees-$500
11–20 employees-$1,000
21+ employees-$1,500
FORMA accepts a limited number of Clarity Audits each month. Submitting an inquiry does not guarantee availability. You will be contacted within 48 hours to confirm your spot and schedule your intake call.
To book a clarity audit complete the short form below to submit your inquiry. Please allow 24-48 hours for a response back to schedule your 15-minute intake call.