How we work

Stone Bridge Partners operates as fractional institutional leadership.

We embed with your team to strengthen systems, improve data integrity, and increase operational stability across fundraising, enrollment, and administration.

Our work is practical, engaged, and built to last.

Engagement Model

Systems Health Check

Diagnostic audit for exec teams

Comprehensive assessment of:

  • CRM integrity
  • data reliability
  • reporting accuracy
  • workflow alignment
  • system integration

You receive a clear assessment with priorities for correction and improvement.

This is often the starting point for new engagements.

Fractional Leadership Retainer

Ongoing institutional support

Collaborate with executive teams to:

  • stabilize development & enrollment systems
  • improve workflow reliability
  • strengthen reporting & visibility
  • support exec decision-making

Engagements are structured around outcomes and pace.

Targeted Projects

Focused work for defined initiatives

Typical use cases include:

  • system transitions or rebuilds
  • campaign or scholarship infrastructure
  • enrollment process redesign
  • data normalization

These engagements are time-limited and purpose-built.

AREAS OF WORK

Enrollment & Institutional Effectiveness

  • Executive reporting
  • CRM integrity
  • Recruitment workflows
  • Yield analysis
  • Visit and experience alignment

Advancement & Donor Operations

  • Donor database health
  • Scholarship systems
  • Donor pipeline design
  • Stewardship operations
  • Annual giving structure

Systems, Data & Operational Health

  • System audits
  • Data hygiene
  • Workflow design
  • Reporting systems
  • Operational documentation

PRICING PHILOSOPHY

Engagements are scoped based on complexity, urgency, and institutional risk. Fees reflect the depth of work required, the pace of execution, and the level of operational leadership involved.

Most ongoing engagements fall between mid–four figures and low-five figures per month. Diagnostics and short-term projects are quoted separately based on scope.

NEXT STEP

A conversation is often best place to start.

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