Wellforce IT/AI Advisory
Sample Report
AI Strategy Roadmap
Prepared for · March 2026 · Consultant: Chaz Vossburg
Executive Summary
Organization: Bridges to Literacy
Type: 501(c)(3) adult literacy nonprofit
Staff: 16 full-time, 4 part-time, ~30 volunteers
Annual Budget: $1.85M (FY2025)
Programs: Adult literacy, ESL, workforce readiness
Current Tech: Microsoft 365 Business Basic (free nonprofit tier)
CRM: Bloomerang
AI Today: 3 staff using free ChatGPT with personal accounts — no governance
Location: DC metro — Silver Spring & Columbia Heights sites
Weekly Hours Saved
0 hrs
Across 16 staff
Annual Savings
$0
At $24.60/hr loaded cost
Monthly AI Cost
$0
One vendor + free tools
First-Year ROI
0%
After all costs
1
You're leaving $8,000+/year in free software on the table.
Canva Pro ($2,496/yr value), Google Workspace with Gemini ($2,688/yr value), and Microsoft 365 Business Premium discounts ($3,168/yr savings) are all available to verified 501(c)(3) organizations. You're currently using none of them.
2
One AI platform handles 90% of your needs — not four.
Claude (by Anthropic) with nonprofit pricing covers grant writing, donor communications, board reports, policy documentation, and impact reporting. Adding Copilot, ChatGPT, and Otter.ai would cost 3x more and add vendor complexity your 16-person team doesn't need.
3
Your biggest risk isn't missing AI — it's uncontrolled AI.
Three staff are already using free ChatGPT with personal accounts. Donor names, program participant data, and email content may be flowing into systems with no organizational data protections. This is a compliance issue that gets worse every week you wait.
4
Grant writing is your #1 opportunity — 10 hours/week recoverable.
Your development team spends ~22 hours/week on grant narratives. Claude's 200K context window can process an entire RFP plus your past successful submissions, producing first drafts that your team refines instead of writes from scratch. This alone justifies the investment.
Get Your Custom AI Roadmap
Tailored to your organization — with every discount identified.
Your custom roadmap includes:
Live audit of your current systems, licenses, and AI readiness
AI platform comparison tailored to your actual workflows
Custom integrations analysis — your CRM, accounting, and program tools
Nonprofit pricing optimization (we find every discount you qualify for)
Executive presentation deck ready for your board
Staff training plan with role-specific prompt libraries
90-day implementation support with a dedicated consultant