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    Goal Setting for Clarity, Focus, and Fairness

    Our Goal Setting service helps nonprofits, schools, and social impact organizations move from one-time, “set-and-forget” goals to a living goal practice that actually guides day-to-day work. We partner with executives, HR leaders, and managers to design a simple, sustainable goal-setting approach that fits mission-driven realities: shifting funding, evolving priorities, and lean teams.

    We work with you to clarify what success looks like at the organizational and team level, then translate those priorities into clear, measurable goals for staff that are ambitious but achievable. Instead of goals being written in January and rediscovered in December, we help you build a lightweight rhythm of conversations and data touchpoints so goals stay visible, adaptable, and connected to real work throughout the year.

    Our approach blends manager training, practical templates, and coaching, so leaders know how to run effective goal-setting conversations, keep goals in view, and adjust when circumstances change—without adding a heavy layer of bureaucracy. The result is a goal-setting system that reduces surprises and inequities and increases clarity, motivation, and mission impact.

    Who We Partner With on Goal Setting

    • Executive Directors/CEOs, Chiefs of Staff, and HR/People & Culture leaders who want a consistent, equity-centered approach to goals across teams.
    • People managers at all levels who need concrete language and structures for setting expectations, tracking progress, and supporting staff growth in an ongoing way.
    • Leadership teams that need a clearer line of sight between organizational priorities and individual goals, and want to use goals as a lever for strategy execution rather than a paperwork exercise.

    We treat goal setting as an organization-wide system—not an individual manager preference—aligning expectations, providing shared tools, and building a cadence that is realistic for time-strapped nonprofit leaders.

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    Nonprofit Goal Setting Consulting- Edgility Talent Partners LLC

    Our Process for Goal Setting

    1

    DISCOVERY & DESIGN

    We learn how goals are currently used (or not used), review your strategy and performance expectations, and design a tailored goal-setting approach that aligns with your culture and capacity.

    2

    MANAGER TRAINING & TOOLS

    We provide practical training and templates that show managers how to set clear, meaningful goals with staff and how to structure ongoing check-ins and progress conversations across the year.

    3

    IMPLEMENTATION & SUPPORT

    We coach leaders and managers through an initial goal-setting cycle, supporting them as they hold alignment conversations, document goals, and build a manageable rhythm for revisiting them.

    Omar Carrera

    CEO

    Allison and Carrie were exceptional thought partners throughout the process. They brought a wealth of wisdom and experience to the table, yet remained flexible in adapting their approach to align with our specific organizational reality and culture.
    Canal Alliance

    Danielle Pointdujour

    Human Resources Officer, Urgent Action Fund

    Our work often requires rapid responses due to the nature of helping activists who are at risk. We’re grateful to Edgility for helping us slow down and take a step back to assess the health of our organization from a salary, equity, and performance perspective. It’s important that we reward our employees for their brave work. We look forward to continuing to partner with Edgility to develop and improve our internal systems.
    Urgent Action Fund

    Willa Marth

    Chief Diversity and Inclusion Officer, Planned Parenthood of Southern New England

    While Planned Parenthood of Southern New England (PPSNE) has worked to increase racial equity internally and externally, the racial reckoning of 2020 illuminated the need to ask ourselves what more we can do.  With Edgility's methodology, we had clear data points and recommendations to create a plan internally to address any wage gaps and further our commitment to racial equity. 

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    Sonia Dominguez

    Chief Operating Officer, AVANCE

    Marissa was extremely helpful and knowledgeable throughout the engagement. She demonstrated exceptional expertise, is a great presenter who communicated complex ideas clearly, and maintained a direct and responsive approach that made collaboration seamless. Their professionalism and ability to address our needs promptly contributed significantly to the success of the project.
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    Erica Kashiri

    Chief Operating Officer, Third Plateau

     Marissa was easily one of the top 3 partners I have ever worked with my entire career. She knows her stuff, is thoughtful, holds the line when the line needs to be held, and kept us on a great timeline. She is able to break down complex information that was WELL received to a very skeptical team of using benchmarking data. Plus, she just came off as a generally good human which I deeply value these days. 
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    Deena Mangrum

    Director of Talent Strategy, Para Los Niños

    Treating people equitably is core to who we are and why we exist. The tremendous insights we gained from our work with Edgility have strengthened our organization so we can continue to move the needle for even more marginalized children in the Los Angeles area.
    Deena-Mangrum

    Catrina Bryant

    Deputy Director, Arnold and Mabel Beckman Foundation

    The assigned Team was knowledgeable and thorough in the preparation of our materials and flexible in meeting the needs of our small org.
    Beckman Foundation

    J.J. Lewis

    Superintendent & CEO, Compass Charter Schools

    We’re so pleased with the work Edgility has done for Compass Charter Schools. It gave us a system and a roadmap that has brought incredible foundational value to our organization. We’ve dramatically reduced inefficiencies and can now confidently offer our teachers and staff equitable pay.
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    Illy Askia

    President & CEO, East Lake Foundation

     The Edgility Talent Partners team was very personable, professional, and direct. They listened to our needs and made adjustments when the direction of the project needed to change slightly. Our team truly enjoyed working with them. I would highly recommend them. 
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    Alicia Spurlark

    Director of Operations

    The process was clear, the product is strong, and the partnership empowered us to execute with grounding & expertise.
    Alicia S
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    We outperform the industry average net promoter score of 48 by more than 65%—demonstrating our commitment to customer happiness.

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    And many of them do! Over three-quarters of our clients have worked with us more than once or came from a client's recommendation.

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