Scaling & Optimization Services (SOS)
Scaling & Optimization Services (SOS) is Felton Institute’s Technical Assistance Division. SOS provides dynamic consultation and innovative collaboration to the nonprofit and private sectors. SOS provides fiscal management; operations and program development; quality assurance and compliance; governance and administration services, and more.
Building upon a legacy of creating impactful change in the community, SOS fosters collaboration and partnerships that reach across economic, racial, cultural and geographic lines. Our technical assistance services empower our partners, the community, and beyond.
Strategic Replication of Service Systems
Marketing existing service systems for replication to grow other orgs.
Leveraging Our Legacy of Community Solutions
Solving hard “community problems” and providing assurance to funders.
Expanding Our Community Impact
Expanding CBO reach to impact more of the communities we serve.
Our Technical Assistance Services
Offering Proven Business Systems for Replication to Strengthen Partner Organizations
My vision is for Felton Institute to excel as a community innovation engine working with partners to drive positive and sustainable community-led change, thus ensuring access to innovative, high quality, evidence informed services.
— Al Gilbert, President & CEO, Felton Institute
Administrative Support
Financial Services
Accounting, bookkeeping, payroll
Human Resources
Onboarding, Off-boarding, Payroll, Regulatory Compliance
Program & Operations
Performance metrics, cross function team coordination
IT & Data Collection
Cloud based software and data collection systems to support operations and record keeping.
Organizational Growth
Fund raising, donor engagement, professional development and training
Executive Leadership Support
Fiscal Management
Review of financial records and record keeping practices to identify and mitigate potential cash flow challenges and contractual risks.
Operational Improvements for Compliance
System reviews to identify and mitigate potential areas of payroll, human resources and occupational safety and health grievances.
Quality Assurance & Compliance
Retool systems and implement changes to ensure ongoing financial health as small businesses grow to scale.
Governance & Strategic Planning
Change management support to engage and align leaders and teams with executive leadership strategic vision.
Let’s Connect!
Whether you need fiscal sponsorship, administrative support, or strategic planning, we can help you scale and optimize your operations. Contact us today to discuss your needs and explore how we can support your organization’s growth!
Innovation Incubator Packages
Innovation Incubator Packages are Fiscal Sponsorship relationships to include more comprehensive resources.
Available in San Francisco & Alameda Counties
Package options could include:
Office space
Available in San Francisco & Alameda Counties.
Backroom business support
Bookkeeping, Budgeting, Payroll, Human Resources and other business development services.
San Francisco
1170 Market Street
Alameda
1005 Atlantic Avenue
Oakland
401 Grand Avenue
<coming soon>
Our Partnerships Include:
Contact Us
Office Hours (Mon-Fri): 9:00 AM – 5:00 PM
Felton Institute’s Technical Assistance Division
Scaling & Optimization Services (SOS)
Caila Jones-Menefee, Associate Director of Strategic Initiatives
cjonesmenefee@felton.org
Jessica Evans, Manager of Executive Initiatives
jevans@felton.org