OVERVIEW OF PROJECT NEEDS

Cause Strategy Partners (CSP) seeks an individual contractor or small agency/firm to provide comprehensive strategic and execution-level Communications & Marketing Support. The selected partner will help plan, create, and publish communications that build awareness of our work, engage key stakeholder audiences, and elevate our brand presence across digital channels.

Our key priorities for this engagement include:

• Communications & Editorial Calendar Ownership
• Original Content Creation & Executive Thought Leadership
• Multimedia Asset Production & Curation
• Audience Segmentation & Targeted Marketing Strategy
• Performance Tracking & Analytics Optimization

ABOUT CAUSE STRATEGY PARTNERS

Founded in 2015, Cause Strategy Partners (CSP) is a certified B-Corporation and purpose-driven consulting enterprise with a mission to inspire the world’s professionals to serve their cause. As a national leader in nonprofit board placement in the United States, we work globally to connect talent to purpose through four core service areas:

• BoardLead: Our flagship board matching and governance training program
• BoardLearn: A self-paced, online board governance training platform for nonprofit board members
• Concierge Board Placement: High-touch board placement services for senior executives seeking governing board roles with high-impact nonprofits
• Governance Training & Consulting: Live learning experiences and tailored advisory support for corporations, foundations, and nonprofit clients

To date, Cause Strategy Partners has matched and trained thousands of professionals, partnered with 40+ Fortune 500 companies, and supported over 1,500 nonprofits in strengthening board effectiveness, diversity, and leadership capacity. As a B2B organization, our target audiences encompass corporate HR, talent, and social impact teams; corporate professionals across the employee lifecycle; nonprofit boards and executive leadership; and peer organizations across the social impact ecosystem.

PROJECT CONTEXT AND RATIONALE

As Cause Strategy Partners continues to expand its programs and national reach, maintaining a consistent, high-impact brand presence is vital. While CSP possesses established brand guidelines, messaging pillars, source stories, and rich collateral to build upon, our current communications workflows require dedicated capacity and strategic oversight to ensure consistent execution across all channels.

We are seeking an external partner who can lead day-to-day planning, drafting, multimedia production, scheduling, and analytics. We anticipate initiating this engagement with a three-month trial period, during which both parties will evaluate fit, workflow efficiency, and initial performance results before establishing a long-term partnership.

The goal of this engagement is to establish a seamless, collaborative communications engine that elevates CSP's brand, supports our program goals, and strengthens engagement across our diverse corporate and nonprofit stakeholder network.

AREAS OF SUPPORT

We are seeking support across the following strategic focus areas. The selected partner will lead day-to-day execution while collaborating closely with internal stakeholders (including CSGO) for final editorial approvals.

We recognize the importance of scoping this work collaboratively and welcome proposals that refine or recommend prioritization of the needs below. We are also open to co-defining final project goals and success metrics with the selected consultant as the engagement unfolds.

1. Editorial Calendar & Content Management
   • Maintain and manage a rolling communications calendar aligned with program schedules, partner stories, key events, sector insights, and organizational priorities.
   • Establish clear internal deadlines, review cadence, and approval workflows.
2. Content Creation & Social Media Ownership
   • Draft, produce, schedule, and publish approximately two original posts per week on CSP’s primary LinkedIn page.
   • Adapt high-performing content for secondary digital platforms as mutually agreed upon.
   • Support thought leadership by drafting one original LinkedIn post per week for CSP’s CEO, Whitley Richards.
   • Curate and share relevant peer articles, sector research, and insights from thought leaders with tailored commentary on nonprofit governance.
3. Multimedia Production & Newsletter Strategy
   • Design clean, on-brand digital graphics and edit short-form videos utilizing CSP-supplied photography, video clips, and interview materials.
   • Draft and format a quarterly corporate audience newsletter highlighting key updates, insights, and impact stories.
   • Develop mockups for priority marketing assets and outreach collateral during the initial onboarding period.
4. Audience Insights & Analytics Optimization
   • In Month 1, conduct an audit to recommend priority marketing audiences and core content themes.
   • Deliver concise monthly analytics reports evaluating content performance, audience engagement, key takeaways, and strategic recommendations for continuous optimization.

IDEAL PARTNER QUALIFICATIONS

We are seeking a partner who combines strong digital communications expertise with a collaborative, mission-driven approach. Ideal candidates will demonstrate:

Relevant Expertise and Experience

• Demonstrated track record in digital communications, content creation, social media strategy, and visual design for B2B, nonprofit, corporate social responsibility (CSR), or social enterprise clients.
• Proficiency in converting complex sector insights and governance concepts into engaging, accessible digital content.
• Hands-up experience managing executive thought leadership and corporate-facing newsletters.

Collaborative Approach and Operational Fit

• Ability to manage independent workflows while maintaining proactive communication and adhering to review schedules.
• For individual contractors: Capacity to commit approximately 8–10 hours per week once workflows are established.
• For agencies/firms: Ability to propose a structured, deliverables-based monthly retainer model providing equivalent scope coverage.

Values and Cultural Alignment

• Demonstrated alignment with Cause Strategy Partners’ core values: Relationships, Zeal, Honesty, Advancement, Creativity, and Excellence.
• Commitment to advancing social impact, diversity, and inclusion across all communications.
• Prior experience working with organizations in the social impact, civic, or nonprofit space preferred

PROPOSAL REQUIREMENTS

Interested individual contractors or agencies should submit a brief proposal addressing the following components:

(A) Profile & Relevant Experience:

• Overview of experience with B2B, social impact, or corporate client communications.
• Bios/profiles of the specific team members or individual who will lead and execute the work.
• 2–3 relevant work samples (e.g., social media campaigns, visual graphics, newsletters, or thought leadership posts).

(B) Approach & Logistics:

• Proposed approach to managing the monthly deliverable cadence and weekly workflow.
• Outline of operational requirements and inputs needed from CSP (e.g., assets, review timelines).
• Fee structure: Monthly retainer fee or hourly rate with estimated monthly hours.
• Confirmation of availability for a 3-month trial period starting upon contract award.

EVALUATION CRITERIA

• (45%) Responsiveness to RFP scope 
• (25%) Cost-benefit analysis
• (15%) Demonstrated experience with similar projects for consulting firms, social enterprises, or other organizations that fuse profitability goals with social impact goals
• (15%) Resonance with Cause Strategy Partners’ values of Relationships, Zeal, Honesty, Advancement, Creativity and Excellence 

PROJECT TIMELINE

• Tues 10/6: RFP released
• Mon 10/19: Proposals due
• 10/28 - 11/3: Finalist interviews conducted
• Week of 11/9: Consultant selected
• Week of 11/9: Engagement begins
• November 2026: Onboarding, audience strategy recommendations, asset mockups, and setup of rolling editorial calendar.
• December 2026 – January 2027 (tentative): Full execution of weekly social media content, executive posts, newsletter drafting, and monthly analytics reporting. Three month trial review at end of period.

Note: These dates are approximate and will be finalized in partnership with the selected consultant based on evolving project scope and team capacity.

SUSMISSION INSTRUCTIONS

Please send proposals in PDF format by October 19, 2026 to:

• Contact Name: Erin Connell
• Email: erin.connell@causestrategypartners.com
• Subject Line: “RFP: Marketing & Communications Support”