Once upon I time, when I worked as a development director, I would gather the program staff annually to ask the “what if” questions: What if we had all the money we needed? What if we could do the work we wanted to do without worrying about the budget – what would we do? What if we had the capacity to try new things and do our … [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...]
When the client fires the consultant
Over the past year, I’ve been fired by clients … twice. Yes, it stings. On the other hand, this doesn’t happen often. In a typical year, I work with 40 to 50 organizations, so losing two isn’t a threat to my business. In both cases, I learned (or re-learned) important lessons, which I humbly share with you. Lesson 1: Don’t get … [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...]
Donor personas – the key to powerful fundraising appeals
Note: This guest post is from April Weppler, an organizational development consultant based in Ontario, Canada – and a graduate of the Training, Facilitation, and Consulting Certificate Program. Thanks April! Are you working on your spring donor appeal? Are you writing your next member renewal letter or “e-blast ask?” Perhaps … [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...]
What are “major gifts” – and where do I find them?
When talking with potential clients, I often ask the following questions: "What do you consider a major gift? How many donors contribute at that level?" The phrase "major gift" perplexes some people. If needed, I might rephrase as follows: What do you consider a big gift from an individual donor? If you skimmed off the top 10% … [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...]
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