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Tools for Running an Effective Nonprofit - Shared screen with speaker view
Presenter Rory Bowman
32:17
1. Vehicle = organizational types, vision
Presenter Rory Bowman
32:29
2. Rules of the Road = compliance and care
Presenter Rory Bowman
32:42
3. What Road = Program planning and evaluation
*Julia Hunter (she/her) Washington Nonprofits
33:20
PDF workbook at https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf to print and for notes.Copies of all slides at https://mcusercontent.com/b98650ebcf9f04e6615b76080/files/e8ae4827-74c0-4cf6-83df-85efb569a945/Tools_Virtual_Slide_Deck_.pdffor easier notes.
Presenter Rory Bowman
35:19
“Begin with the end in mind…”
Presenter Rory Bowman
35:21
“What gets measured gets managed…”
Presenter Rory Bowman
35:29
What do we do for whom, at what cost?
Presenter Rory Bowman
36:00
What voices and perspectives do we need?
Presenter Rory Bowman
36:36
Three basic questions:
Presenter Rory Bowman
36:40
What are we doing well?
Presenter Rory Bowman
36:43
What needs improvement?
Presenter Rory Bowman
36:50
What are we going to do to make that happen?
Presenter Rory Bowman
38:35
What is the best way to ask questions? Does that vary between stakeholders?
Bob Linz - Non Profit Coach
38:36
Having a clear objective when we reach out can make our conversations much richer and more meaningful. WHY are we calling them, what do we want and what is “on offer” from us ?
Presenter Rory Bowman
39:32
Program Development Cycle on page 18 of workbook.
toni
40:58
pg 18 not 19?
Presenter Rory Bowman
41:39
Begin with the end in mind, and know WHY you do each and every thing. Waste no motion, nor energy.
Presenter Rory Bowman
43:00
“So that” chain on page 20 of the workbook, but easy to do on any blank piece of paper. Adaptation of Toyota’s “five why” exercise.
toni
53:38
Seems very practical and helpful!
1 4
54:26
Good exercise in creating an easy to remember one sentence mission statement
Presenter Rory Bowman
54:34
Permaculture calls that multi-output design “stacking,” and it is a terrific thing to build in, with awareness.
*Julia Hunter (she/her) Washington Nonprofits
57:45
Thanks for sharing everyone!
Presenter Rory Bowman
58:39
https://en.wikipedia.org/wiki/Ishikawa_diagram
Presenter Rory Bowman
01:01:51
Here’s a link to a site called Template Lab with templates for more than 40 logic models.https://templatelab.com/logic-model/Construction of dashboards at the National Council of Nonprofits.https://www.councilofnonprofits.org/tools-resources/dashboards-nonprofits
Presenter Rory Bowman
01:05:23
Bottom-line metrics from workbook, page 22, Heart: Keep but contain costsQuestion mark: Discontinue or give away Money maker (hand): Enhance impact Star: Invest in continuance and growth
Presenter Rory Bowman
01:06:03
Heart: Keep but contain costsQuestion mark: Discontinue or give awayMoney maker (hand): Enhance impactStar: Invest in continuance and growth
1 4 Jade Swor (any pronoun) Metamimicry
01:08:07
whats an example of that?
1 4 Jade Swor (any pronoun) Metamimicry
01:08:48
the bottom right
Presenter Rory Bowman
01:09:14
“Band candy” is my favorite: makes money but not directly related to the mission.
1 4 Jade Swor (any pronoun) Metamimicry
01:09:40
gotchya okay
Presenter Rory Bowman
01:12:26
Stephen Covey: Seven Habits of Highly Effective People, https://www.goodreads.com/book/show/36072.The_7_Habits_of_Highly_Effective_People
Presenter Rory Bowman
01:12:57
Also, Covey w Merrill & Merrill, First Things First, https://www.goodreads.com/book/show/36071.First_Things_First?from_search=true&from_srp=true&qid=n17lpYACra&rank=1
Presenter Rory Bowman
01:14:10
Necessary infrastructure is not “overhead” but foundational. Eliminate waste but NOT infrastructure.
Presenter Rory Bowman
01:15:02
Some people will understand architectural or mechanical examples, while others will relate more to organic examples. Know how to describe to both types.
Presenter Rory Bowman
01:16:19
Budget example on page 23 of workbook.
Rudy Davidson
01:19:32
Thank you. Agreed.
Presenter Rory Bowman
01:19:50
One dashboard example on page 25 of workbook: Key metrics to know and measure whether or not you are winning.
1 4
01:19:53
This is an excellent way to describe and plan with board on budgeting programs and justifying costs.
Presenter Rory Bowman
01:20:03
See https://www.compasspoint.org/sites/default/files/documents/560_libraryofindicatorsjune09.pdf for a very complete list of possibilities.
Presenter Rory Bowman
01:20:28
Construction of dashboards at the National Council of Nonprofits.https://www.councilofnonprofits.org/tools-resources/dashboards-nonprofits
Presenter Rory Bowman
01:21:21
Dashboard can measure monetary things and ENGAGEMENT such as volunteer hours, clients served, pounds of food distributed, etcetera.
Presenter Rory Bowman
01:23:12
Single-page dashboards are simplest: Create with spreadsheet program and color-code.
Presenter Rory Bowman
01:25:18
Page 38 in the workbook to record insights and plans.
Presenter Rory Bowman
01:25:36
What is a valuable next action that this module inspires? What to take back to your board or team?
sfmamarkets
01:27:11
Reflection: What “they think is the need”
Bob Linz - Non Profit Coach
01:27:21
Dashboards are maintained and updated primarily by the Executive Director or whoever is running the day-to-day activities of the org.
*Julia Hunter (she/her) Washington Nonprofits
01:30:08
See you back at 11:05!
sfmamarkets
01:30:44
I am very interested in the tools for surveying the community that we are aiming to serve to identify the need(s)
Presenter Rory Bowman
01:32:05
Open-format surveys are popular, as are smaller “focus groups” of five or so. For larger input at meetings “dot surveys” are useful and easy, covered at https://dotmocracy.org/what_is/.
Presenter Rory Bowman
01:39:16
Tasks < Roles < Jobs
Presenter Rory Bowman
01:41:04
Board matrix on page 27 of workbook.
Presenter Rory Bowman
01:43:26
https://www.goodreads.com/book/show/7423602-raising-more-money
Presenter Ginny Lang
01:44:42
Point of Entry handbookhttps://www.goodreads.com/book/show/7423602-raising-more-money
Presenter Rory Bowman
01:45:45
How to invite them in?
Presenter Rory Bowman
01:45:51
How to train them or onboard?
toni
01:53:06
hard to find the ones passionate for our purposes
1 4
01:54:01
most of us are new orgs that are learning as they go. one was older but in its own renewal, ready to do more targeting of specific skill sets from the previous, I have a friend....
Presenter Rory Bowman
01:56:31
Form 1023-EZ
Presenter Rory Bowman
01:57:06
https://www.irs.gov/forms-pubs/about-form-1023-ez
Presenter Rory Bowman
01:58:21
Next session will cover fundraising.
Presenter Rory Bowman
02:00:50
Consider a “welcoming committee” which not only cultivates but also assesses and encourages.
Presenter Ginny Lang
02:02:33
Six types of meeting list at http://meetingsift.com/the-six-types-of-meetings/Fifteen different types of meetings list at https://www.beenote.io/en/15-different-types-of-meeting/
Presenter Rory Bowman
02:02:37
Six types of meeting list at http://meetingsift.com/the-six-types-of-meetings/Fifteen different types of meetings list at https://www.beenote.io/en/15-different-types-of-meeting/"Canoe method" from Axelrod & Axelrod, 2014. Let's Stop Meeting Like This: Tools to Save Time and Get More Done. https://www.goodreads.com/book/show/20578352-let-s-stop-meeting-like-thiswith picture at http://axelrodgroup.com/meeting-canoe/Roberta's Rules of Order: Sail Through Meetings for Stellar Results Without the Gavel: A Guide for Nonprofits and Other Teams. https://www.goodreads.com/book/show/1683770.Roberta_s_Rules_of_Order
Presenter Ginny Lang
02:03:00
"Canoe method" from Axelrod & Axelrod, 2014. Let's Stop Meeting Like This: Tools to Save Time and Get More Done. https://www.goodreads.com/book/show/20578352-let-s-stop-meeting-like-thiswith picture at http://axelrodgroup.com/meeting-canoe/Roberta's Rules of Order: Sail Through Meetings for Stellar Results Without the Gavel: A Guide for Nonprofits and Other Teams. https://www.goodreads.com/book/show/1683770.Roberta_s_Rules_of_OrderHolacracy:https://www.holaspirit.com/blog/holacracySociocracy:https://www.sociocracyforall.org/sociocracy/
sfmamarkets
02:08:43
Is there a template of a proper minutes set up for meetings?
Presenter Ginny Lang
02:11:14
Boards In Gearhttps://www.wanonprofitinstitute.org/boards/
sfmamarkets
02:11:32
Yes!!
toni
02:11:46
where is the document vault?
Presenter Rory Bowman
02:12:23
*Julia Hunter (she/her) Washington Nonprofits
02:12:29
learning@washingtonnonprofits.org
Presenter Rory Bowman
02:12:33
https://www.wanonprofitinstitute.org/boards-in-gear-templates-sample-documents/
sfmamarkets
02:12:44
Thank you!!!
*Julia Hunter (she/her) Washington Nonprofits
02:12:48
Here’s all the document vaults: https://www.wanonprofitinstitute.org/document-vaults/
Presenter Rory Bowman
02:13:09
Page 38 reflections
Amy Brightman (she/her)
02:14:06
I need to drop now. Thank you very much. Look forward to the fundraising section next week. :)
toni
02:14:08
when you are doing several duties out of necessity how can you handle it?
*Julia Hunter (she/her) Washington Nonprofits
02:14:16
Thanks for coming Amy!
toni
02:14:39
Sorry no mic.....
toni
02:15:13
yes
Presenter Rory Bowman
02:15:25
Tasks < Roles < Positions
Presenter Rory Bowman
02:15:33
David Allen Getting Things Done
toni
02:16:55
Thanks....very helpful
Presenter Rory Bowman
02:17:27
Express tasks as action items.
Presenter Rory Bowman
02:17:42
VERB + object + details + follow-on
toni
02:18:33
Thank you...I think there are a lot of people in the same situation....task, verb, and what?
Presenter Rory Bowman
02:19:16
“Action item” includes verb and an object and a detail, sometimes with a dealine and a follow-up.
toni
02:19:31
Thanks!
toni
02:19:58
I think my next action is to get a mic!
1 4
02:20:17
Targeting skills needed for org in next board member
sfmamarkets
02:20:45
Identifying roles for each member
toni
02:20:47
true
sfmamarkets
02:21:37
Truncate the big list of tasks to manageable bites of action
1 4
02:24:48
Pat yourself on the back, you have been very clear, I think I understand what you have been teaching. Look forward to implementing the lessons.
Presenter Rory Bowman
02:25:04
Watch for email with survey link, another email with recording from this session, then a reminder re next week. Same bat time and same bat channel.
1 4 Jade Swor (any pronoun) Metamimicry
02:25:05
thank you all!
1 4 Jade Swor (any pronoun) Metamimicry
02:25:19
🙂