8 minute read
For nonprofit Executive Directors
You can still love this work and need the job to change.
A better calendar cannot fix a role built to need three people and funded for one. I help you change how the work gets carried, then bring AI into the parts that can give time back without taking over your voice or judgment.
Leadership firstPractical governancePublication-led learningRoom for a life outside the work
The role was built to need three people and funded for one.
Most nonprofit operating models were built a little at a time, revised under tight budgets, and patchworked together by deeply capable leaders. Everyone brought good intentions. The result still left the Executive Director carrying a burden that was too heavy for one person.
Free field guide + editable policy starting point
Before your team touches AI.
Your team may already be using AI on grant drafts, donor letters, meeting notes, or client-facing work. A clear policy replaces guessing with a shared standard before a tool gets approved by accident.
- Seven non-negotiables for safer use
- Approved and prohibited-use guidance
- An editable AI Acceptable Use Policy starting point
- Approval, reporting, acknowledgment, and rollout forms
Delivered through Flodesk. Educational information only; review policies with qualified HR and legal counsel before adoption.
The real return
Less work following you home.
Dinner without the laptop. A walk before dark. Sleep that begins before tomorrow’s list. The open hours do not need another assignment.
The Founding Cohort · Live online · Ten seats
You do not have to learn this alone.
Confidence, possibility, and a baseline you can use.
I spent years working through the confusing parts of these tools. I bring those lessons to a small room of nonprofit leaders as cleanly and practically as I can. The room is intentionally small so we can go deep with questions, concerns, and the places where you need individual attention.
Tricia Smith · Founder
I know the theory. More importantly, I know the chair.
I completed my master’s in Organizational Leadership with current working philosophies still fresh. I also lived the job as a nonprofit Executive Director.
EducationMS, Organizational Leadership
Lived experienceFormer nonprofit Executive Director
AI practiceHands-on work since 2022
PerspectiveTwo decades supporting over a dozen industries
Residing in Greater Seattle, serving clients nationally.
Read Tricia’s storyPrivate organizational consulting
Know where AI belongs before you spend more time or money on it.
The AI Readiness Assessment gives your leadership team a clear current-state picture, a practical risk view, and a board-ready path forward in two weeks.
The engagement is designed to cause as little disruption as possible. I concentrate the interviews, review the work between meetings, and return with the policy, priorities, and decisions your organization needs next.
Two weeksFrom kickoff through the findings presentation
$4,700 flat feeTwo payments of $2,350
Board-ready deliveryAssessment, roadmap, policy, risk plan, quick wins, and briefing
Speaking and teaching
Rooms that trust me with the subject.
Clark Nuber PSAI webinar for the Top 100 firm’s not-for-profit accounting clients
Washington Society of CPAsPaid speaker for the Not-for-Profit Conference
Seattle Tech WeekWomen Founders in AI panel speaker
AI-Powered Women, SeattleSeattle Steering Committee Director, New Member Growth
Fife Milton Edgewood Chamber of CommerceIntro to AI training for small business chamber executives
Leadership and consulting testimonials
What people remember about the work.
“The Jule Group® never cut corners, allowing me to focus on my current team while they handled the process from start to finish.”
Chris M.
“The Jule Group® had the best judgement for tricky situations and changed the relationships across teams, leading to successful transformation.”
Vivien J.
“I’ve really appreciated The Jule Group®’s dedication to understanding all involved stakeholders’ perspectives when addressing a problem and solution.”
Karen G.
The Jule Group® Journal
Notes for the seat you are in.
Common questions
Before you spend a dollar.
I know how hard nonprofit money is to earn. Every dollar spent began with a grant, a donor, an event, or a board decision. You deserve enough detail to ask your questions and decide whether this work belongs in the budget.
Where should I begin?
Begin with the free Before Your Team Touches AI guide. It gives you practical boundaries, an editable Acceptable Use Policy starting point, and a way to begin the conversation with your team.
What is the Founding Cohort?
A live, online working group for ten nonprofit Executive Directors. You complete short publication-led pre-work, then build a practical AI foundation for your organization together over four Wednesdays.
What does my organization get back from the cohort?
You leave with an organizational AI constitution, an Acceptable Use Policy, documented voice and identity guidance, a stronger philosophy for creating instructions, repeatable workflows, and a governance habit your team can continue using.
What if my organization needs a private starting point?
The AI Readiness Assessment is a focused two-week consulting engagement. It gives your leadership team a current-state assessment, risk and policy guidance, quick wins, and a board-ready roadmap before you make a larger investment.
Do I need technical experience?
No. The work begins with leadership decisions, safe-use boundaries, and your nonprofit’s identity. The tool comes later.
Which AI tool will I use?
The foundation is tool independent. You can work in the AI platform your organization can access and support. The judgment, structure, and working habits travel with you when tools change.
Is this only for Seattle nonprofits?
No. Tricia resides in Greater Seattle and serves clients nationally. The Founding Cohort is live and online.
A path that meets you where you are