Navigating the Organizational Lifecycle: A Capacity-Building Guide for Nonprofit Leaders
October 3rd, 2006
DATE:
October 3rd, 2006
TIME:
8:30 to 11:30 AM, program. 11:45 AM through 12:45 PM, lunch (Registration will begin at 8:30 AM. The program will begin promptly at 9:00 AM)
LOCATION: Chefs on the Run, One-A Highpoint Drive , Chalfont , PA
(For directions, please see www.chefsontherun.net)
SEMINAR DESCRIPTION:
This seminar will explore the evolution of a nonprofit organization, providing a useful roadmap to guide nonprofit leaders through their organization's development. The session is inspired by the recently published book, Navigating the Organizational Lifecycle: A Capacity-Building Guide for Nonprofit Leaders, authored by Paul M. Connolly of TCC Group (formerly known as The Conservation Company). To lead our discussion, Academy proudly welcomes Shelly Kessler, Vice President and Director, TCC Group, who heads that firm's nonprofit practice. In an interactive presentation, Ms. Kessler will focus on the following:
--The nonprofit organizational lifecycle model and why it matters; --Core components of organizational capacity and their influence on successful development;
--How a board's composition and responsibilities change at each stage of the lifecycle;
--How to anticipate future challenges, strengthen capacities, and align lifecycle stages; and
--How to obtain funder support for nonprofit organizational development
About the speaker: Shelly Kessler has more than 20 years of experience in nonprofit management, international development and consulting. Prior to joining TCC Group in 2000, Kessler was Deputy Executive Director of the International Clinical Epidemiology Network, an international nonprofit working with medical schools in 24 countries. She is a graduate of Brown University and holds a Master's in International Relations from the Johns Hopkins School of International Studies.
RSVP:
BY September 20th to Diana Doherty at npnonprofitacademy@hotmail.com, or
215-696-9336. Please include names, titles and email addresses of all registrants. (More than one registrant per organization welcome.)
SPECIAL NOTE FOR LICENSED SOCIAL WORKERS: Two and one-half CECs for Licensed Social Workers attending this Academy workshop will be provided at no cost by Family Services of Montgomery County. Please indicate when you RSVP if you will be taking advantage of this generous offer. Those seeking CECs must sign in the day of the workshop at Registration and attend the entire session. You will be asked to provide your name, address, phone number and last four digits of your SS# to receive the CEC Certificate at the end of the session.
ADMISSION IS FREE OF CHARGE. EXECUTIVE DIRECTORS AND THEIR LEADERSHIP STAFF ARE WELCOME. BOARD MEMBERS ARE ENCOURAGED TO ATTEND.
Shaping a Dream Team of Fundraising Volunteers
October 17th, 2006
DATE:
Tuesday, October 17th, 2006
TIME:
8:30 AM to Noon, program. Noon to 1:30 PM, networking lunch. (Registration will begin at 8:30 AM. The program will begin promptly at 9:00 AM)
LOCATION: Chefs on the Run, One-A Highpoint Drive , Chalfont , PA
(For directions, please see www.chefsontherun.net)
SEMINAR DESCRIPTION:
In keeping with this year's Academy theme, Doing More With Less, this workshop features Linda Lysakowski, ACFRE, President/CEO of Capital Venture, a fundraising consulting firm with offices in Nevada, Pennsylvania and Virginia. Lysakowski will base her interactive presentation on her recent book, Recruiting and Training Fundraising Volunteers, focusing on the following:
--Developing a recruitment plan for volunteer fundraisers (Where to find them? Making the "ask");
--Creating position descriptions and an orientation and education program for volunteer fundraisers;
--Exploring the role of volunteers in fundraising, from planning to capital campaigns to the Role of the Board; and
--Keeping volunteers involved & energized through staff support (recognition, etc.)
This session will be particularly relevant to members of your Board of Directors, your Development Committee, and your staff development leaders.
About the speaker: Linda Lysakowski is one of only 78 people worldwide to
hold the Advanced Certified Fundraising Executive designation. Named Eastern Pennsylvania's "Outstanding Fundraising Executive of the Year" in 2001, Linda received this same honor from the Las Vegas Chapter in 2004. In April 2006 she received the Barbara Marion Award for Outstanding Service to the Association of Fundraising Professionals. A magna cum laude graduate of Alvernia College, Linda is also a graduate of AFP's Faculty Training Academy.
RSVP:
BY October 4th to Diana Doherty at npnonprofitacademy@hotmail.com, or 215-696-9336. Please include names, titles and email addresses of all registrants. (More than one registrant per organization welcome.)
SPECIAL NOTE FOR LICENSED SOCIAL WORKERS: Three CECs for Licensed Social Workers attending this Academy workshop will be provided at no cost by Family Services of Montgomery County. Please indicate when you RSVP if you will be taking advantage of this generous offer. Those seeking CECs must sign in the day of the workshop at Registration and attend the entire session. You will be asked to provide your name, address, phone number and last four digits of your SS# to receive the CEC Certificate at the end of the session.
ADMISSION IS FREE OF CHARGE. EXECUTIVE DIRECTORS AND THEIR LEADERSHIP STAFF ARE WELCOME. BOARD MEMBERS ARE ENCOURAGED TO ATTEND.
Conversation with Grantmakers and Holiday Reception
December 14th,2006
DATE:
Thursday, December 14th, 2006
TIME:
4:00 to 6:00 PM
(Grantmakers program from 4:00 to 5:00 PM, wine and cheese reception from 5:00 to 6:00 PM)
LOCATION: Chefs on the Run, One-A Highpoint Drive , Chalfont , PA
(For directions, please see www.chefsontherun.net)
RSVP:
By December 1st to Diana Doherty at npnonprofitacademy@hotmail.com, or 215-696-9336. Please include names, titles and email addresses of all
registrants. (More than one registrant per organization welcome.)
EVENT DESCRIPTION:
Grantmakers from foundations and corporations rely on their nonprofit partners to help create positive change in their communities through critical programs and services. In this session we welcome three funders who give in the North Penn region. They will speak candidly about what they and their Boards are looking for in grant proposals and in the relationship between their foundation/corporation and the nonprofits they fund.
Joining us as panelists will be:
- Laura Kind McKenna, Managing Trustee, The Patricia Kind Family Foundation
- Cathy M. Weiss, Executive Director, The Claneil Foundation
- Danielle Beerhalter, Community Relations and Public Affairs Manager, Rohm and Haas Springhouse facility
The grantmaker panel discussion will include time for Q&A with the audience.
This workshop is designed to aid nonprofit organizations working in the North Penn region in your understanding of the goals and priorities among foundation and corporate grantmakers, to inform and strengthen your future grantseeking efforts.
Please note that there will be a strict NO SOLICITATION rule in effect during this session. Executive Directors, Development Directors, and Board Members are urged to attend.
Following our hour-long conversation with the grantmakers, we will enjoy a bit of holiday cheer as we network with colleagues during a wine and cheese reception. Please RSVP soon for what promises to be an informative and fun
event!
Please note that due to this session's brief duration, no CEUs will be available for licensed social workers in attendance.
ADMISSION IS FREE OF CHARGE. EXECUTIVE DIRECTORS AND THEIR LEADERSHIP STAFF ARE WELCOME. BOARD MEMBERS ARE ENCOURAGED TO ATTEND. PLEASE FORWARD THIS MESSAGE TO RELEVANT STAFF AND BOARD FROM YOUR ORGANIZATION.
Strategic Planning: Why, When and How to do it Right
May 23rd, 2007A hands-on approach to shaping your organization's future, offered free of charge to North Penn Nonprofit Academy participants. WEDNESDAY, MAY 23rd, 2007
8:30 AM to 4:00 PM
Penthouse Ballroom, Chefs on the Run, One-A Highpoint Drive, Chalfont, PA
(For directions, please see www.chefsontherun.net)
Continental breakfast and lunch provided
WHO SHOULD ATTEND
Executive Directors, key leadership staff members, Board members and Strategic Planning committee members, if applicable. Up to 5 representatives from each organization welcome.
RSVP
By May 1st to Diana Doherty at npnonprofitacademy@hotmail.com, or 215-696-9336. Please include names, titles and email addresses of all registrants.
Charting a strategic plan for your organization can be the most useful way to engage key stakeholders and provide a clear direction for your agency going forward. As many nonprofit leaders know, however, the process of creating a strategic plan can be costly and time-consuming, and we run the risk of creating a document that will simply "sit on a shelf" once it is written. This workshop aims to clarify the motivations for writing a strategic plan, and offer practical, concrete training in this critical area of nonprofit management. Together with skills building tips and tools for the strategic planning process, we will also consider the financial implications and pitfalls to avoid, as well as gain insight into the expectations of grantmakers as your agency undergoes the strategic planning process.
DISTINGUISHED SPEAKERS
FERNANDO CHANG-MUY, ESQ., strategic consultant to nonprofits and grantmakers and an instructor at the University of Pennsylvania in the area of nonprofit management.
Mr. Chang-Muy will explain the essential components of a successful strategic plan and walk participants through the creation of a draft plan
KRISTINE ALVAREZ, Senior Associate, Advisory Services, The Nonprofit Finance Fund.
Ms. Alvarez will identify the key financial considerations in the strategic planning process and how program or management decisions made during strategic planning can impact your financial future
ALEXANDRA SAMUELS, Director of Grantmaking Services, The Philadelphia Foundation.
Ms. Samuels will lend the funder's perspective to this issue, providing insight into why grantmakers often require their grantees to undergo strategic planning, and how the strategic planning process can be used to strengthen the grantor-grantee relationship.
You are strongly encouraged to invite Board members, key staff members, and/or members of your Strategic Planning committee to this working session. Up to five (5) representatives from a single organization are welcome to attend free of charge. We look forward to seeing many of you at this final workshop of the North Penn Nonprofit Academy's 2006-07 season. RSVP today!
SESSION AGENDA
8:30 - 9:00 AM
Registration and Continental Breakfast
9:00-10:45 AM
Fernando Chang Muy: The rationale for strategic planning, who should be involved, and essential components of an effective strategic plan.
Your Mission; Your Vision, Your Values,
10:00 – 10:45 AM
Fernando Chang- Muy: Environmental Scan 1
Political, Environmental, Socio/Demographic, Philanthropic, Substantive
10:45 to 10:55 AM
Break
11:00 to 11:30 AM
Alexandra Samuels of The Philadelphia Foundation: Insight into the grantmaker perspective on strategic planning, why funders encourage agencies to have a strategic plan, and how agencies can use their strategic plan as a tool for communication with funders relating to development/capacity needs
11:30 to Noon
Fernando Chang-Muy: Environmental Scan 2
Partners and Competitors; Stakeholder Interviews
Noon to 12:45 PM
Networking lunch
1:00 to 2:00 PM
Fernando Chang-Muy: SWOT (Strengths, Weaknesses, Opportunities and Threats)
Administration regarding the eight core competencies of nonprofits Board, Human Resources, Program (including Evaluation), Facilities, Financial Management, Fundraising, Marketing/Communications, Technology, Volunteer Management
2:00-2:10 PM
Break
2:15 to 3:15 PM
Kristine Alvarez of The Nonprofit Finance Fund on financial consequences of strategic planning, key considerations and avoiding unforeseen pitfalls that could impact your agency's financial solvency
3:15- 4:00 PM
Fernando Chang-Muy: Wrap-up on financials, discussion regarding when and when not to use consultants, fees associated with strategic planning, Q&A
NOTE: Licensed Social Workers may receive 5.0 Continuing Education Credits for participating in this session. Please indicate when you RSVP if you will be taking advantage of this generous offer made possible by Family Services of Montgomery County. Those seeking CECs must sign in the day of the workshop at Registration and attend the entire session. You will be asked to provide your name, address, phone number and last four digits of your SS# to receive the CEC Certificate at the end of the session.
|
