How to Develop and Manage an Effective Nonprofit

1
How to Develop and Manage an Effective Nonprofit

• Edward Grice, MBA
• Organizational Consultant
• Center for Nonprofit Management

2
First Things First

• Clarify your reasons for starting a nonprofit
• Understand the nonprofit structure and landscape
• Test your management capacity
• Take time to adequately plan

3
First Things First

• Dont work in isolation or others
• Test your assumptions with credible authorities
• Do your research

4
First Things First

• Dont rush to file for the 501c3 status
• Utilize the Unincorporated Association status for
  activities under 5,000

5
First Things First

• Start with a Steering/Organizing Committee
• 3-5 people who embrace the concept you are
  proposing
• Have a vested interest in your community
• Have a working knowledge of the issue area
• Have a method to gauge the needs of the community

6
The Steering/Organizing Committee

• Are strategic thinkers
• Are well connected to people and resources
• Have prior nonprofit or board experience
• Are willing to advise on your project
• Arent afraid to tell you what they really think

7
Questions Regarding Governance

• Who will draft and file your Articles of
  Incorporation and your Bylaws?
• How will you locate people who will serve on the
  board?
• Where will you gain information on how to build
  and maintain the board?
• Where can you secure future legal expertise?

8
Questions Regarding Leadership

• Who has the time, energy, and skills to
  accomplish the necessary tasks to formalize and
  maintain the organization - generate ideas,
  implement plans, evaluate progress?
• Who will develop the strategic, operational,
  and/or business plans for the organization?
• How will you develop future leadership?

9
Questions Regarding Funding

• How and by whom will a fund develop plan be
  created?
• What funders might support an effort of this
  type?
• What categorical funding might be available?
• Who will develop a projected budget that outlines
  expenses and revenues projections?

10
Questions Regarding Administration

• What are the administrative/reporting needs?
• Where will the project(s) or organization be
  housed?
• How will you locate and utilize accounting
  expertise?
• What are the standard compliance issues and
  requirements?

11
Questions Regarding Staffing

• What are the short-term (1-2 years) staffing
  needs?
• Where will you get volunteers to serve as staff?
• What are other alternatives to full-time staff
  (interns, part-time, contracted)?
• Who will orient and supervise the staff and
  volunteers?

12
Questions Regarding Products and Services

• What products (handouts, books, pamphlets,
  newsletter, curriculum, videos, ads) and/or
  services (presentations, trainings, seminars,
  conferences) will you offer?
• Who may already offering these products?
• Where and in what arena will you offer your
  services (community-based, school-based,
  home-based)?

13
Questions Regarding Marketing

• Who will generate interest and enthusiasm?
• Who will develop the marketing strategies?
• What other collaborative forces can you garner to
  support the concept (educators, schools, special
  interest societies, environmentalist,
  associations, clubs, fraternal orders, civic
  organizations, faith community, law enforcement,
  health care providers, legal advocates, minority
  groups)?

14
Elements of an Effectively Managed Organization
15
Elements of an Effectively Managed Organization

• Purpose
• Mission
• Vision
• Values

16
Elements of an Effectively Managed Organization

• Structure
• Board Structure
• Staff Structure

17
Elements of an Effectively Managed Organization

• Programs/Processes
• Program Activities
• Internal Systems

18
Elements of an Effectively Managed Organization

• Resources
• Money
• People
• Facilities

19
Elements of an Effectively Managed Organization

• Rewards
• Employee Recognition Programs
• Donor Recognition Programs

20
Elements of an Effectively Managed Organization

• Relations
• Public Relations
• Marketing

21
Elements of an Effectively Managed Organization

• Leadership
• Executive Performance
• Executive Development

22
Elements of an Effectively Managed Organization

• Workshop Presenter
• Edward Grice, MBA
• Organizational Consultant
• Center for Nonprofit Management
• Los Angeles, CA 90014
• [phone] x 31
• www.cnmsocal.org