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Business Planning

[Recommended Book]

Nonprofit Management 101

0
By Darian Rodriquez Heyman
A Complete and Practical Guide for Leaders and Professionals

From the Back Cover:

Essential Resources, Tools, and Hard-Earned Wisdom from Fifty Leading Experts

"To all those who want to change their world, you now have a how-to operator's manual for the nonprofit sector. This invaluable tool is sure to help you advance your cause and develop your organization—it's a must-read." —Jody Williams, Nobel Peace Prize Laureate (1997); Chair, Nobel Women's Initiative

Showcasing practical tips and takeaways, this how-to manual and resource guide provides easy to implement solutions for organizations seeking to expand impact and meet mission.  Read more



[Recommended Book]

Nonprofit Organizational Culture Guide, The

0
By Paige Hull Teegarden, Denise Rothman Hinden & Paul Sturm
A guide to discovering, understanding and assessing organizational culture for nonprofit leaders seeking to manage more effectively for improved performance.

Publisher's Description:

The Nonprofit Organizational Culture Guide is a comprehensive guide for nonprofit managers and leaders, board members, consultants, funders, nonprofit management educators andothers who seek to help nonprofits improve their organizations,service delivery, and ultimately performance in accomplishing their missions.  Read more



[Recommended Book]

Nonprofit Sustainability: Making Strategic Decisions for Financial Viability

0
By Jeanne Bell, Jan Masaoka & Steve Zimmerman
Praise for Nonprofit Sustainability: Making Strategic Decisions for Financial Viability

"This is much more than a financial how-to book. It's a nonprofit's guide to empowerment. It demystifies mission impact and financial viability using The Matrix Map to provide strategic options for any organization. A must-read for every nonprofit CEO, CFO, and board member." —Julia A. McClendon, Chief Executive Officer, YWCA Elgin, Illinois

"This book should stay within easy reaching distance and end up completely dog-eared because it walks the reader through a practical but sometimes revelatory process of choosing the right mix of programs for mission impact and financial sustainability. Its use is a practice in which every nonprofit should engage its board once a year." —Ruth McCambridge, Editor-in-Chief, The Nonprofit Quarterly  Read more



[Tutorial]

Planning Process

3
Average: 3 (1 vote)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President

Powerpoint presentation.  Read more



[Tutorial]

Planning the First Year of Operation for the Development Office

3.5
Average: 3.5 (2 votes)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President

The organization is ready to set up a Development Office. What next?

  • Setting Realistic Goals

    First, establish goals for the office. The development office should establish financial and non-financial goals. Goals should be set in consultation with the CEO, the development committee and the board. Goals should be reflective of the organization's mission and vision. How much money is needed in order for the organization to provide programs that will fulfill its mission? When working with a consultant, he or she can provide input into the goals. The consultant will have a good handle on what other organizations are doing and how to set financial goals for an office that has no track record. Be sure the CEO and board do not have unrealistic expectations about what can be accomplished in the first year. Take into consideration the infrastructure that is in place, the willingness of the CEO and board to get involved with the fundraising program, and the number of donors and donor prospects available. Make sure the goals are measurable and realistic. Establish benchmarks to measure the success.
    •   Read more



[Private Vault Tool]


Sample Gift Acceptance Policies

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Comprehensive, 6-page Gift Acceptance Policies, ready for customization.  Read more


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[Tutorial]

Staffing and Financing Your Consultant Business

4
Average: 4 (4 votes)
By Linda Lysakowski, ACFRE
CAPITAL VENTURE CEO/President
Originally published on the "Charity Channel" website

Your business plan is almost completed; you know what services you are offering, where you’re offering them, with what type of organizations you want to work, now WHO is going to do the work?

One of the reasons many people get into consulting is because they are tired of dealing with office politics and enjoy working alone. However, other people find that they need the team spirit of working with others and want to have someone off whom to bounce ideas. So one of your first decisions is do you want to solo or be part of a team? If you like working independently, having low overhead and not being responsible for others, perhaps the solo practitioner is the best option for you. However, this option does not leave room for growth. You can only handle so many clients by yourself, and you cannot offer a full range of services unless you are good at everything. (Few of us can make that claim!)  Read more



[Recommended Book]

Strategic Planning for Nonprofit Organizations, Second Edition

2.75
Average: 2.8 (4 votes)
Michael Allison and Jude Kaye
The best book around on this topic, it will help organizations of all sizes be more effective in their planning.

Publisher's Description:

Why strategic planning? Because a well wrought strategic plan helps you set priorities and acquire and allocate the resources needed to achieve your goals. It provides a framework for analyzing and quickly adapting to future challenges. And it helps all board and staff members focus more clearly on your organization's priorities, while building commitment and promoting cooperation and innovation.  Read more



[Tip Sheet]

Summer Development Planning Tips

Your rating: None Average: 2 (4 votes)

  1. First, evaluate your success over the past year. Did any area of fundraising increase, if so, to what can you attribute the increase? And likewise, for areas that may have decreased, before blaming it on a poor economy, take time to analyze what other factors may have influenced the bottom line.
  2. Use this time to assess how well your board and volunteers have performed over the past year and list some areas you might work on to improve their participation in the year ahead.
  3. Do a time study on our own personal time and encourage the rest of your staff to do the same.
    4.   Read more



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