NONPROFITS: MEETING TODAY S CHALLENGES. Presented by

Transcription

1 Page 1 NONPROFIT MANAGEMENT SERIES NONPROFITS: MEETING TODAY S CHALLENGES Presented by Course Description: Whether you are preparing for an entry level position working for a nonprofit organization, you are currently employed by a nonprofit and seeking to hone your skills, or you serve on a nonprofit Board or volunteer, this course is designed to provide an overview of best practices from starting a new nonprofit organization or ensuring that your agency is meeting the highest standards of nonprofit management. The course covers forming a nonprofit organization, board responsibilities and recruitment, strategic planning, fundraising and development, marketing and public relations, financial management, staff and volunteer recruitment and retention, and program development. Emphasis is placed on practical application of sound practices that uniquely apply to nonprofits. Classes are organized into 5 units comprised of 11 class sessions ( Link To syllabus) 1. Best Practices and Board Development 2. Strategic Planning 3. Administration, Staffing and Volunteers 4. Risk and Money Management 5. Fundraising, Marketing and Communications Who Will Benefit: Registration is open to individuals and organizations. Individuals may register for all 11 sessions, or by Unit. Organizations may designate any staff member or volunteer to attend the session of their choosing. Up to 2 additional members of an organization may attend any session at an additional cost of $15 per individual, per session. Cost: Individuals: $175 for all 5 units (11 class sessions) $50 for each Unit Organizations: $175 for all 11 sessions 1 person per session $15 for each additional person per session Course Format: Face-to-face plus a community application project with a nonprofit organization. Individual follow-up and mentoring is included at no additional cost. 1 P a g e

2 NONPROFITS: MEETING TODAY S CHALLENGES 2017 COURSE CALENDAR AND CONTENT UNIT 1: Best Practices and Board Development Introduction Week 1 March 14 Overview The Nonprofit World Nonprofit roles in society Selecting a class project Best Practices in Nonprofit Management Types of nonprofits; organizational structures and models Legal requirements; State and Federal applications and licensing Incorporating; preparing Articles of Incorporation Mission statement IRS 501(c) status; completing Form 1023 By-laws Required governance policies...conflict of interest; Whistleblower; Record Retention Meeting requirements; minutes and corporate records Fiscal agent option The Board of Directors Week 2 March 21 Board Roles Board recruitment and retention Board succession Job description and performance standards; Board contracts Officers and leadership Advisory and honorary structures 2 P a g e

3 UNIT 2: Strategic Planning Needs Assessment Week 3 March 28 Market studies Environmental scanning Surveys Benchmarking Visioning tools and techniques Strategic Planning Process Week 4 April 4 Short and long term planning Board and staff roles in planning Planning models; Accelerated Planning Model Facilitation Outcomes; impact Organizational values Establishing vision, goals and objectives Effective implementation; strategies; resources Utilizing Key Process and Performance Indicators Planning report UNIT 3: Administration, Staffing and Volunteers Governance, Operating and Management Practices Week 5 - April 18 Applying best practices Operating policies and procedures Administrative Structures Policies and procedures Management models; mergers, coalitions and partnerships; fiscal agents Role of the staff Board/staff relationship Executive Director/CEO Setting goals Innovation and change Internal communication Productivity Delegation and accountability; decision-making 3 P a g e

4 Staffing and Human Resources Week 6 - April 25 Paid staff; limited term and part time employees; benefits Outsourcing; consultants Staff and personnel policies and procedures Job descriptions and performance standards Training Management and supervision; discipline and termination Volunteer Development, Management and Engagement Recruitment Policies and procedures Retention Evaluation Program evaluation Agency evaluation Staff and volunteer evaluation UNIT 4: Risk Management Insurance and Liability Week 7 May 2 General liability; Directors and Officers coverage; Errors and Omissions Fire and theft Crisis and emergency planning Potential exposures Employment practices risks and coverage Statutory protections Asset protection; dishonesty coverage and bonding Legal representation Financial Management Week 8 - May 9 Fiduciary responsibilities of the Board Budgeting Investments Finance Committee Regulatory issues Federal and State; financial reporting; IRS 990; State reporting Risks and risk management; fraud prevention 4 P a g e

5 Internal controls Bookkeeping Cash management and cash flow Accounting systems and requirements Internal and external audits and oversight Banking Operating funds and operating reserves Depreciation Overhead and indirect costs UNIT 5: Fundraising, Marketing and Communications Fundraising and Development Week 9 May 16 Start-up funding Operating funds; sustainability Annual campaign Social media fundraising; Website Development staff; job descriptions; consultants Campaign management; direct deposit Board role; staff and volunteer roles Capital fundraising Partnerships; joint ventures; sponsors and underwriters Planned giving and endowment Donor recognition Donor acknowledgements; IRS requirements Special events; Friend Raisers Raffles and auctions Direct marketing; mail appeals; Prospect Research and Grant Writing Week 10 May23 (At UW Memorial Library) Databases Grants Information Center; Foundation Center collections Letters of intent Writing styles and formats Writing goals and objectives 5 P a g e

6 Timing Collaborations Foundations; corporations Government grants Individual giving Budgeting and management Evaluation and reporting Marketing and Communications Week 11 May 30 Branding; developing the elevator speech Visibility and credibility Spokesperson Media relations Marketing materials Professional support Printing and duplicating Website; Facebook; Twitter; blogs Class Celebration and Pot Luck Tuesday, June 6, 5:00 PM Optional class gathering and celebration pot luck will be held at United Way. Partners, guests and family members of participants are encouraged to join in the festivities. 6 P a g e

7 Registration confirmation You have registered for Name Units Total cost Paid? Send Check Applied for discount? Class Schedule: Class meets weekly (No class April 11) Day: Tuesday Time 5:00 8:00 Start date: March 14, 2017 Last class: May 30, 2017 If you are unable to attend your registered session please contact Melanie Lucas (608) ahead of time. Emergency Contact: Cell phone for Program Coordinator Boris Frank: (608) Class Location: All classes EXCEPT week 10 will be held at United Way of Dane County, 2059 Atwood Avenue, Madison. Parking is free. Week 10 will be held at The University of Wisconsin Memorial Library, 728 State Street, Grants Information Collection. Best off-street parking is the Lake Street Ramp, between Langdon and State. Class Gathering and Celebration: An optional class gathering and celebration pot luck will be held at United Way on Tuesday, June 6, at 5:00 PM. Partners, guests and family members of participants are encouraged to join in the festivities. Prerequisites: Participants will benefit most if they possess strong communication skills, impeccable ethical standards and a personal commitment to community service. Resources: There is no single resource required for this workshop. Presenters will identify pertinent readings from selected books, periodicals and online resources. These materials will be made available online. Faculty: All sessions Boris Frank, Program Coordinator 7 P a g e

8 Family Service Madison; Boris Frank Associates Session presenters Weeks 1, 4, 5 Weeks 3, 4, 11 Week 6 Mike George, SCORE Nonprofits Chair Gene Kroupa, GEN Consultants Research Chris Storlie, The QTI Group; Kathy Martinson, United Way of Dane County; Lynn Currie, Friends of the Henry Vilas Zoo Week 7 Week 8 Week 10 Pat LeMire & Marci Dubler, M3 Insurance Scott Haumersen, Wegner CPA s Tom Linfield, Madison Community Foundation Ellen Jacks, Grants Information Collection, UW Library Week 11 Fritz Grutzner, Brandgarten 8 P a g e