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Case study · Fractional COO

A $12M public-safety and health nonprofit, stabilized during a crisis.

Katoya Palmer served as COO (chief operating officer). She rebuilt five core systems at once and stabilized a team of 80+ staff.

5
Core systems rebuilt at once
80+
Staff stabilized
$300K+
Raised in crisis fundraising
100%
Funder confidence restored
The situation

Strong mission, failing operations.

The organization did vital, visible work. Then a financial shock shook funder confidence. Key systems were improvised or broken.

What was at risk: payroll, programs and the next funding cycle.

An 80-person team was carrying risk no one had assigned to them. Burnout was rising. Five connected systems were failing at the same time.

“I didn't just manage operations. I rebuilt the organization's ability to keep its promises.”
Katoya Palmer
What was done

Five systems, rebuilt at the same time.

01 · FINANCE

Financial controls & reporting

Budgets, controls and reports the board and funders could trust.

02 · HR

HR (human resources)

Policies, roles and accountability, so staff stopped carrying unassigned risk.

03 · IT

IT (information technology) & operations

Reliable systems in place of improvised tools.

04 · GRANTS

Grants & compliance

Grant management and compliance built to federal-readiness standards.

05 · COMMS

Communications

Clear, steady communication with staff, board and funders.

Why all five at once

They failed together, so they had to be rebuilt together, in the right order.

Results

A stable team and funders who trust the numbers.

  • All five core systems rebuilt and running, with clear owners.
  • 80+ staff stabilized, with risk assigned instead of silently absorbed.
  • $300K+ raised in crisis fundraising.
  • Funder confidence restored.

What this means for your organization.

You do not have to be in crisis to call. If your systems depend on a few people, that is a risk to your funding.

Read more: a second engagement, a nonprofit finance rebuild in six months

A Seattle nonprofit that brings mindfulness into elementary classrooms had lost its founder-led operations and had no documented finance policies. ToyBox built a financial operating system the board could read and run.

  • 79.5% financial health score, with a 5.7-month cash runway and scenario modeling.
  • 23 policies tracked and being implemented, where there had been none.
  • A chartered Finance Committee and restricted-fund accounting (tracking money that can only be spent on set purposes).
  • An audit-readiness roadmap targeting FY2027 (fiscal year 2027).
“Fantastic. It helps me understand everything.”
The board, seeing its new financial dashboard for the first time

Find out which of your systems to fix first.

What happens on the call: 30 minutes with Katoya Palmer, a read on fit and clear next steps. No pitch.

Proof: 5 core systems rebuilt at once, 80+ staff stabilized, $300K+ raised in crisis fundraising.