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Governance & Strategy Training Sessions

From financial management consulting to strategic planning and technology solutions, our team of experienced advisors can assist your unique operations. Contact us to learn how one of these engaging sessions can help your organization better achieve its goals and accomplish its mission. Dan Prater – Senior Managing Consultant of Nonprofit Excellence, dprater@bkd.com 417-865-8701

Governance and Management

Board Roles and Responsibilities

Regardless of the size or type of the organization, all board members ‹ brand new and seasoned ‹ need to have a clear understanding of the basic roles and responsibilities of serving on a nonprofit board. Without proper training, board members are unlikely to fulfill their important roles, which can have a devastating impact on the organization and the people needing their help. This session will help executive directors and board members to better understand their respective roles and responsibilities, strengthen the board's ability to provide adequate resources for the organization, and become more engaged in helping the organization to fulfill its mission. Session Topics: Governance, policies, legal, fiduciary, meetings, self-evaluation, recruitment, committees, etc.

(Time: 2.5 hours maximum, 1.25 hours minimum)

Impact Assessment: Managing to Outcomes

Can you clearly state measurable outcomes your organization wants to achieve? Do you systematically collect and use information to guide your decisions? Many nonprofits are weak in the area of data collection and outcomes due to various factors including insufficient staff and lack of knowledge. This training covers the importance of and steps to start establishing and evaluating the programs and services of your organization.

(Time: 1.25 hours maximum, 45-minute minimum)

Maintaining Healthy Board and Staff Relations

Nonprofit boards and staff members work alongside each other to accomplish the important work of the organization. But there are fine lines that must be understood and respected, especially when dealing with grievances. This session covers key practices to help keep staff and board on track, avoiding a potentiallytoxic culture.

(Time: 1.25 hours maximum, 45-minute minimum)

Negotiation for Nonprofit Leaders

Whether you are working to build partnerships or attempting to overcome differences, the art of negotiation is crucial to today’s nonprofit organizations. Mastering the art of negotiation can bring many benefits, including the ability to work more effectively with individuals or groups of differing cultures, a better understanding of how interpersonal skills can underpin success, and the knowledge to create strategies for overcoming challenging situations. This fun, hands-on session will help you to: 1. Determine when it is appropriate to negotiate, 2. Recognize and apply simple and effective tactics, and 3. Negotiate effectively using strategy.

(Time: 1.5 hours maximum, 45-minute minimum)

Volunteer Risk Management - Are you protected?

Volunteers are critical to most nonprofits. Their donation of time and expertise helps organizations reach their missions on limited budgets. Every volunteer program, from the smallest to the largest, should take steps to identify risk factors. This session introduces possible risks and explains actions programs can take to manage and mitigate potential harm to their important work.

(Time: 1.5 hours maximum, 45-minute minimum)

Strategy and Planning

Strategic Planning Essentials

Strong, healthy organizations operate from a roadmap, one with a clear vision and strategy. This training will lead participants through a series of exercises that help develop the best plan for your organization. The session includes activities that develop your mission/vision/values statements, SWOT analysis, competitive advantage, and define key priorities, measurable goals and strategies.

(Time: 1.25 hours maximum, 1 hour minimum)

Communication and Outreach

Clarifying your Message

What words do you use when talking about your organization? Every organization needs a succinct, clear message that is used consistently by all members of your group. The training will help you shape your message and explore how to identify your target audience and competitors. Includes formation and practice of tagline, elevator speech and key messages.

(Time: 2 hours maximum, 1.5 hours minimum)

Developing a Communication Strategy

The best communication is intentional - not random. Your organization's message is too important to leave to chance, so you need a strategy. In this session, you'll learn how to formulate a yearlong communication plan that incorporates traditional and social media, public speaking, media, community events, etc.

(Time: 1 hour maximum, 45-minute minimum)

Leadership Communication

The absence of clear communication creates confusion and frustration, which leads to inefficiency, strained relationships, and missed opportunities. This fun session covers three main aspects of leadership communication: 1. People Functions – Workstyles/motivations, meetings, and information sharing, 2. Organization Functions – Establishing clear goals/purpose, competitive analysis, 3. Community Functions – Collaborations and accountability.

(Time: 1.5 hours maximum, 1 hour minimum)

Own Your Message: Media Management

The popularity of social media has caused many leaders to forget about the power of traditional media. Even with shifting demographics, a story about your organization on the evening news or in the newspaper has the potential to attract new volunteers, donors, and partners, and can elevate awareness of your cause. In this session, you'll learn from a nonprofit leader and former TV reporter: How to form media partnerships that result in positive coverage, how to become a trusted content expert, how to conduct on-air interviews, and the basics of managing your message.

(Time: 1.5 hours maximum, 1 hour minimum)

Crisis Communication Management

Every crisis has the potential to ruin an organization, and ruin it quickly. Since most nonprofits are built on credibility and trust, mismanaging one crisis can leave a permanent scare on your organization. This session helps leaders identify types of crises that could impact your organization, how to develop a crisis plan, including information sharing and other factors to consider during times of vulnerability.

(Time: 1.5 hours maximum, 1 hour minimum)

Cultural Communication Competency

Most nonprofits serve a diverse community, and their cultural competence has a direct effect on the success of the programs and services they provide. This fun and active session will help your staff build cultural awareness and skills that will have a positive impact on those you partner with and provide services.

(Time: 2.5 hours maximum, 2 hour minimum)

Resource Development

The Psychology of Fundraising

Why do donors give (or stop giving)? This insightful session explores basic principles that can help you better understand what motivates people to give. Session topics: Donor motives, giving trends, generational preferences, how to recruit and retain loyal donors, etc.

(Time: 1.5 hours maximum, 1 hour minimum)

Role of the Board in Fundraising

Fundraising is a major responsibility of most nonprofit board members. Yet most boards have little to no training and, as a result, often fail in this role. This training provides insights into the various ways organizations can educate, equip and empower board members to provide leadership and support for their work.

(Time: 1 hour maximum, 45-minute minimum)

Grant Writing for Social Impact

Discover the basic techniques of preparing and writing winning proposals to various funding agencies. The focus will be on how to effectively write proposals in times of stiff competition and limited resources. Participants will learn how to: Research and identify potential funding sources, address the guidelines of foundation applications, know how to address key points for reviewers, and develop focused and realistic budgets.

(Time: 2 hours maximum, 1 hour minimum)

Ethics of Fundraising

Explains the role of ethics in soliciting support for nonprofit work. Includes examples of unethical approaches, case studies and basic steps to keep your organization honest and accountable.

(Time: 1 hour maximum, 45-minute minimum)

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