At a recent community event, I encountered a bowl of fortune cookies. I cracked one open and surprise – it tasted better than expected. Then I read the little slip of paper. You always have the right answers, it said. They just sometimes ask the wrong questions. I started laughing. Is there a series of fortune cookies designed … [Read more...]
Showing up imperfect
A consulting colleague has a successful business facilitating workshops on a variety of topics, serving a variety of clients. She’s supremely well-organized. She designs meticulous agendas, prepares materials days in advance, and rehearses her presentation. As the day of the job approaches, you don't want to mess with her, because … [Read more...]
Design yourself a better board
Imagine the following exercise. Gather your board members around a flip chart. Ask the following question: "If we could design the perfect board for our group, what skills, qualities, and representation would we want in prospective board members?" Skills, qualities, representation Skills include specific expertise to help the … [Read more...]
New consultants and trainers: Five even-more tips for success
At least once a month, I’m asked the following question: How do I start my own business as a consultant, a facilitator, a trainer? As the gig economy expands, more of us are moving into self-employment. Perhaps you’re building your own full-time practice. Maybe you want to test the waters and generate a little extra income. These … [Read more...]
Training remotely – a facilitator’s guide
Once upon a time, we all gathered together – physically. Meetings, workshops, and classes required participants to be in the same room at the same time. Those days are over. In addition to the ubiquitous webinars, virtual meetings, Facebook Live events, and online classes, an interesting hybrid has emerged: the trainer or teacher in … [Read more...]
Succession planning: Leading by sharing power
In 1986, I killed my first nonprofit organization. That wasn’t my plan. In fact, there wasn't any plan. When our vibrant, all-volunteer nonprofit was ready to hire its first employee, the board chose me. With staff in place, our group took a big step forward: more programming, new audiences, bigger impact. While I was merrily … [Read more...]
Treasurer confidential
About a year ago, I became the treasurer of a well-established but tiny nonprofit. With an annual budget of less than $100,000 and limited staff, our organization is as grassroots and community-based as it gets. I’ve served on several boards. I train boards for a living. I write books about how to be an effective board member, … [Read more...]
How to create a strategic plan – a facilitator’s guide
Regardless of where you land on the preparation continuum – some of us prefer improvisation to planning – you’ll be more successful with a thoughtful, well-designed plan. You can create a strategic plan yourself or hire a consultant to help. Note to consultants: If you’re building a business, the world is filled with potential … [Read more...]
No new nonprofits! A manifesto
As a consultant, I handle a lot of inquiries – by phone, via email, and in person. For example, Can you train our board to raise money? Do you do strategic planning? We’re dealing with “founder’s syndrome” – can you advise us? Can you help with our fundraising plan? We’re considering a merger with another organization and … [Read more...]
The big (bad) shift in fundraising
A year ago, I wrote The Big Shift in Fundraising, an upbeat post about changing trends in giving. To sum it up: After decades of gradual “wealthification” of U.S. philanthropy – a greater percentage of the philanthropic pie contributed by wealthy and uber-wealthy donors – donors flipped the script in 2016. Most of the growth in giving … [Read more...]
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