Creating a Simple Case Statement

The current state of affairs has us facing and placing large amounts of information. To make sure that your audience isn’t missing important updates from your nonprofit, your messaging needs to be focused and uncomplicated. Not only will this simple framework help you streamline your communications, but it will save you time and frustration as well. Four Elements of a Simple Case Statement: 1. A…

An introductory worksheet in how to develop a Data Backup Policy

How does your organization backup data? Information is one of your organization’s most valuable assets. Your organization is required by law to keep certain records. Records are important to document board decisions, how funds were raised, used and how program services ware accomplished. No matter how you store data, there is always risk that data could be lost. A loss of important data could be…

Conducting an Internal Analysis

PURPOSE & INSTRUCTIONS Gathering input from the organization’s key leaders, such as board members, key staff, volunteers, partners, and others who are in a position to observe the organization will keep you updated as to how the organization is doing and help inform decisions and annual planning. This is especially helpful in times influenced by crises like COVID-19. Ask key stakeholders such as current and…

Evaluating Your Funding Mix Exercise

PURPOSE AND INSTRUCTIONS In light of COVID-19 and the new challenges it presents, many nonprofits are examining their funding sources and having to adjust their plans for the future. By knowing exactly where your funding comes from, you can determine if you have a good mix of income streams or whether you are too dependent on only one or two sources. That way, when decisions…

The Parking Lot Facilitation Tool

Being respectful of your board members’ time and energy is important to retention. The “parking lot” is a useful facilitation tool for keeping your meetings on track and on time. It allows open issues or ideas not on the agenda to be “parked” for discussion at a later time, keeping the meeting on track. But more importantly, it sends a message that everyone’s contributions are…

Toolbox: Emergency Succession Planning

PURPOSE The purpose of this exercise is to raise your board’s awareness of the need to prepare for a sudden departure or unavailability of a key leader. It should also give you a good start in identifying your current leader’s abilities that are critical to the operation of your organization. INSTRUCTIONS This exercise is in two parts. • Part 1 is designed for your board…

Micro-Plans: Messaging for the Here and Now

A comprehensive marketing plan brings together individual plans for marketing communications, internal communications, and stakeholder communications. They may even take into consideration things like search engine optimization, paid vs. organic traffic, and marketing automation platforms. For many organizations, developing campaigns at this scale isn’t feasible in the best of times due to the large investments of time and funding they require. Smaller, micro-campaigns are a…

Toolbox: Monitoring Your Budget

PURPOSE Once a budget has been adopted, it is important to monitor revenue and expenses throughout the budget cycle to ensure your organization stays within the budget. If revenue or expenses are significantly different than expected, you may need to make adjustments to your budget in mid-year. INSTRUCTIONS Before your board meeting, ask your bookkeeper or treasurer to prepare a Profit & Loss Statement summarizing…

Nonprofit Expert Roundup: What is the most important thing to remember when fundraising?

Every nonprofit, whether they’re brand new and an established organization, has heard a wide variety of advice when it comes to fundraising. Whether seeking funds from private donors or larger foundations, nonprofit staff and board members have a lot to consider. All of the information can be overwhelming, so we asked a variety of nonprofit experts, “What is the most important thing to remember when…

Nonprofit Expert Roundup: What do you predict for the nonprofit sector in 2020?

The nonprofit sector is always in flux. In the new year, Oregon has changes in the laws governing nonprofits (see our tip sheet here). Donations from both individuals and businesses are down. Organizations across the state and the country wonder how this will affect our work. We asked a variety of nonprofit experts, “What do you predict for the nonprofit sector in 2020?” Many of…