The bestselling guide to nonprofit planning, with proven, practical advice Strategic Planning for Nonprofit Organizations describes a proven method for creating an effective, organized, actionable strategy, tailored to the unique needs of the nonprofit organization. Now in its third edition, this bestselling manual contains new information about the value of plans, specific guidance toward business planning, and additional information about the strategic plan document itself. Real-world case studies illustrate different planning and implementation scenarios and techniques, and the companion website offers templates, tools, and worksheets that streamline the process. The book provides expert insight, describing common misperceptions and pitfalls to avoid, helping readers craft a strategic plan that adheres to the core values of the organization. A well-honed strategic plan helps nonprofit managers set priorities, and acquire and allocate the resources necessary to achieve their goals. It also provides a framework for handling challenges, and keeps the focus on the organization's priorities. Strategic Planning for Nonprofit Organizations is an excellent source of guidance for managers at nonprofits of every size and budget, helping readers to: Identify the reasons for planning, and gather information from internal and external stakeholders Assess the current situation accurately, and agree on priorities, mission, values, and vision Prioritize goals and objectives for the plan, and develop a detailed implementation strategy Evaluate and monitor a changing environment, updating roles, goals, and parameters as needed Different organizations have different needs, processes, resources, and priorities. The one thing they have in common is the need for a no-nonsense approach to planning with practical guidance and a customizable framework. Strategic Planning for Nonprofit Organizations takes the fear out of planning, with expert guidance on the nonprofit's most vital management activity.
How can leaders use strategic planning to strengthen their public and nonprofit organizations? In this fourth edition of his perennial bestseller Strategic Planning for Public and Nonprofit Organizations, Bryson provides the most updated version of his thoughtful strategic planning model and outlines the reasons public and nonprofit organizations must embrace strategic planning to improve their performance. Introduced in the first edition and refined over the past 18 years, the Strategy Change Cycle–a proven planning process used successfully by a large number of nonprofit and public organizations–is the framework used to guide the reader through the strategic planning process. Bryson offers detailed guidance on implementing the process, and specific tools and techniques to make the process work in any organization. In addition, he clarifies the organizational designs through which strategic thought and action will be encouraged and embraced throughout an entire organization. In addition to updated examples, new cases, and additional information on boundaries, distinctive competencies, Actor-Network theory, Bryson will creat an instructor's manual with sample syllabi, PowerPoint teaching slides, and additional cases.
Creating and Implementing Your Strategic Plan is the companion workbook to Bryson's landmark book, Strategic Planning for Public and Nonprofit Organizations, a step-by-step guide to putting strategic planning into effect. Using revised, easy-to-understand worksheets, the authors provide clear instructions for creating a strategic plan tailored to the needs of the individual organization. With more material on stakeholder analysis, visioning, strategic issue identification, and implementation, this new edition is the best resource for taking leaders, managers, and students through every step of the strategic planning process.
Praise for Nonprofit Strategic Planning Leveraging Sarbanes-Oxley Best Practices «A robust nonprofit sector is a vital part of a civil society. Keeping the sector strong through effective strategic planning and implementation is a critical assignment. As a thought leader in the nonprofit sector, Dr. Jackson's book on the relationship of Sarbanes-Oxley best practices with strategic planning is an invaluable resource for nonprofit governing boards and employees. Her step-by-step, practical approach is easy to read and, more important, provides a specific road map to effective planning.» -Larry Brewster, Dean, College of Professional Studies University of San Francisco «Dr. Jackson's practical and straightforward approach to creating a strategic plan is quite refreshing. I believe that more and more nonprofits understand that they need to be run just as any business needs to be run-with focus, clarity, and purpose. The ideas and methodology stress the importance of sound risk management and the rewards of having such a plan in place. I can assure you that the executive director of every nonprofit I represent will receive a copy of this book.» -Joseph L. DeLucchi, Vice President CAL Insurance & Associates, Inc. Get Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices and * Examine if your nonprofit has the right people on board to achieve its strategic goals * Establish important control mechanisms * Learn how the legal and legislative environments have changed over the last five years * Discover the direction in which your nonprofit needs to go and why Required reading for anyone leading a nonprofit organization, Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices prepares your organization to engage in meaningful strategic planning and equips you with the practical tools to navigate it through today's competitive environment.
The Nonprofit Leadership Transition and Development Guide In this dynamic resource, Tom Adams (an expert in succession planning who has worked with hundreds of organizations) shows how intentional leadership development and properly managed leadership transitions provide nonprofits with the rare opportunity to change direction, maintain momentum, and strengthen their capacity. This accessible guidebook is filled with illustrative stories, instructive lessons, best practices, and practical tools that can be used to ensure a successful nonprofit leadership transition. «It is terrific to have a book which so effectively addresses the unique challenges and opportunities of leadership in the nonprofit sector, replete with sound advice and concrete examples. Tom Adams brings a wealth of experience and savvy to the topic. Paid and volunteer leaders of nonprofits at all levels will benefit from reading it.»—Irv Katz, president and CEO, National Human Services Assembly «The guide is one of its kind in providing a realistic frame for the world of nonprofit leaders. It is long overdue in the sector as a real tool for leaders. Maybe even more important, it helps nonprofit boards of directors and philanthropic organizations to understand the connection between their investment in leadership and achieving organizational goals.» —Diane Bell McKoy, CEO, Associated Black Charities «Rich with instructive examples and advice, this book is grounded in the reality of nonprofits. It will be an extraordinarily useful guide to nonprofit organizations of all types and sizes.» —Ruth McCambridge, editor in chief, Nonprofit Quarterly «Make no mistake: attracting and retaining top talent should be priority number one for the nonprofit sector. Adams's book offers practical advice for how to embed this priority into the sector's DNA. All who care about nonprofit effectiveness would be well-served to give this book a close read.»—Kathleen P. Enright, president and CEO, Grantmakers for Effective Organizations
THE HANDBOOK OF NONPROFIT GOVERNANCE From BoardSource comes The Handbook of Nonprofit Governance. This comprehensive resource explores the overarching question of governance within nonprofit organizations and addresses the roles, structures, and practices of an effective nonprofit. The Handbook of Nonprofit Governance covers the topics that are of most importance to those charged with creating and sustaining effective leadership, including building a board; succession planning; policies; financial oversight; fundraising; planning; strategic planning processes; risk management; and evaluation of the board, CEO, and organization. Praise for The Handbook of Nonprofit Governance «This is the first book I've found that covers the topic of governance from A to Z. I know what I'll be assigning the students in my governance class as a textbook next semester!» —TERRIE TEMKIN, founding principal, CoreStrategies for Nonprofits, Inc. «BoardSource has prepared an exceptional resource for nonprofit boards and leaders. This comprehensive volume offers timely and relevant information about board work and governance, including practical tools and resources that will be valuable to all types of nonprofits.» —DAVID O. RENZ, chair, department of public affairs; Beth K. Smith/Missouri Chair in Nonprofit Leadership; and director, Midwest Center for Nonprofit Leadership; University of Missouri, Kansas City «If you are involved in nonprofit organizations, and if you ever have doubts about how they are best run, this is the book for you-and BoardSource is the place to turn.» —FISHER HOWE, consultant, Lavender/Howe & Associates, and author, The Nonprofit Leadership Team BoardSource (formerly the National Center for Nonprofit Boards) is the premier resource for practical information, tools and best practices, training, and leadership development for board members of nonprofit organizations worldwide.
An essential, timesaving guide for accountants, lawyers, nonprofit executives and directors, consultants, and volunteers This book is an indispensable guide to navigating the complex maze of nonprofit tax rules and regulations. A clear and fully cited description of the requirements for the various categories of tax-exempt entities from public charities, private foundations, civic associations, business leagues, and social clubs to title-holding companies and governmental entities can be found. Practical guidance on potential for income tax on revenue-producing enterprises along with explanations of many exceptions to taxability is provided. Issues raised by Internet activity, advertising, publishing, providing services, and much more are explained. This useful guide covers the many significant issues facing nonprofit organizations, including compensation and possible private inurement, affiliation, separations and mergers, donor disclosures, lobbying and electioneering, and employment taxes. Offers a supplemental, annual update to keep subscribers current on relevant changes in IRS forms, requirements, and related tax procedures Includes easy-to-use checklists highlighting such critical concerns as tax-exempt eligibility, reporting to the IRS, and comprehensive tax compliance issues Features a variety of sample documents for private foundations, including penalty abatement requests and sharing space agreements Provides helpful practice aids, such as a comparison of the differences between public and private charities, charts reflecting lobbying limits for different types of entities, and listings of rulings and cases that illustrate permissible activity for each type of organizations compared to impermissible activity Filled with practical tips and suggestions for handling such critical situations as preparing for and surviving an IRS examination, Tax Planning and Compliance for Tax-Exempt Organizations, Fifth Edition provides guidance for the significant issues facing nonprofit organizations.
Offering a truly global perspective, this book serves as a road map for service-learning partnerships between information science and nonprofit organizations. It introduces for the first time an essential framework for service learning in CIS, addressing both the challenges and opportunities of this approach for all stakeholders involved: faculty, students, and community nonprofit organizations (NPOs), both domestic and abroad. This volume outlines numerous examples of successful programs from around the world, presenting practical working models for implementing joint projects between NPOs and academia.
Think and act strategically every time In today's business environment, strategic planning stresses the importance of making decisions that will ensure an organization's ability to successfully respond to changes in the environment and plan for sustainable viability. Providing practical, field-tested techniques and a complete 6-phase plan, Strategic Planning Kit For Dummies shows you how to make strategy a habit for all organizations, no matter the size, type, or resource constraints. Strategic Planning Kit For Dummies is for companies of all types and sizes looking to build and sustain a competitive edge, set up an ongoing process for market assessment and trend analysis, and develop a vision for future growth. This revised edition includes: new and updated content on planning for both the short and the long-term; crucial information on succession planning; help preparing for the unexpected using scenario planning and agile strategy; strategies for implementing change and integrating strategic plans successfully by involving all staff members; and more. The supplementary CD lays out a comprehensive, 6-phase, step-by-step program, complete with downloadable spreadsheets, charts, checklists, video links, and more Provides value for any business or entrepreneur looking to improve efficiency, focus, and competitive edge Includes practical, field-tested techniques Strategic Planning Kit For Dummies gives today's business owners and upper-level management the tools and information they need to think and act strategically in order to more effectively weather current economic storms while planning for future growth.
If you’re starting a new business or planning your business’s future, there are plenty of things you should take into account. Strategic Planning For Dummies covers everything you need to know to develop a plan for building and maintaining a competitive advantage – no matter what business you’re in. Written by Erica Olsen, founder and President of a business development firm that helps entrepreneurial-minded businesses plan for a successful future, this handy guide covers all the basics, including: How a strategic plan is different than a business plan Establishing a step-based planning process Planning for and encouraging growth Taking a long-view of your organization Evaluating past performance Defining and refining your mission, values, and vision Sizing up your current situation Examining your industry landscape Setting your strategic priorities Planning for unknown contingencies If you’re in business, you have to plan for everything – especially if you intend your business to grow. Whether you’re planning for a small business, large conglomerate, nonprofit, or even a government agency, this book has the planning specifics you need for your organization. Step-by-step, you’ll learn how to lay the foundations for a plan, understand how your plan will affect your business, form planning teams, discover what your strengths are, see where you are, and, finally, plan where you’re going. And there’s much more: Learn to analyze business trends that will determine your business’s future Set measurable, realistic goals that you can plan for and achieve Make strategic planning a habitual part of the organization Prioritize multiple strategies that you can implement simultaneously Set a defining vision for the organization that guides all your planning and strategy This friendly, simple guide puts the power of strategic planning in the palm of your hand. For small businesses that can’t afford to hire strategic planning consultants, it’s even more imperative. Careful, constant planning is the only way to handle an uncertain business future. With this book, you’ll have all the step-by-step guidance you need to ensure you’re ready for anything that comes.
Leading in a Culture of Change: Personal Action Guide and Workbook is an essential companion to Michael Fullan's bestselling book, Leading in a Culture of Change. This practical guide is designed to help leaders in all sectors (corporate, education, public, and nonprofit) manage and drive productive change within their organizations. The workbook is filled with illustrative case examples, exercises, and resources that you can use with individuals or groups. It will help you (and any change agent) integrate the five core competencies—attending to a broader moral purpose, keeping on top of the change process, cultivating relationships, sharing knowledge, and setting a vision and context for creating coherence in organizations—and empower you to deal with the issues of complex change.
An authoritative guide for effective investment management and oversight of endowments, foundations and other nonprofit investors Nonprofit Asset Management is a timely guide for managing endowment, foundation, and other nonprofit assets. Taking you through each phase of the process to create an elegant and simple framework for the prudent oversight of assets, this book covers setting investment objectives; investment policy; asset allocation strategies; investment manager selection; alternative asset classes; and how to establish an effective oversight system to ensure the program stays on track. Takes you through each phase of the process to create an elegant and simple framework for the prudent oversight of nonprofit assets A practical guide for fiduciaries of endowment, foundation, and other nonprofit funds Offers step-by-step guidance for the effective investment management of assets Created as a practical guide for fiduciaries of nonprofit funds—board members and internal business managers—Nonprofit Asset Management is a much-needed, step-by-step guide to the effective investment management of nonprofit assets.
Praise for Fundraising Consultants «In Fundraising Consultants: A Guide for Nonprofit Organizations, Gene Scanlan provides a thoughtful and deliberative guide for how to select, develop, and maintain successful relationships with consultants that can help organizations achieve their goals. It is also an excellent resource for consultants, both new and experienced, on how to best serve our clients.» Barbara L. Ciconte, CFRE, Senior Vice President, Consulting Services Donor Strategies, Inc. «Finally, a book that provides a balanced and informative perspective about fundraising consulting. Gene provides solid information for organizations to consider when using a consultant while also describing the consultant's point of view. All this can only lead to a more effective use of consultants and more successful nonprofits.» Sandra Renner, MSW, CFRE, Renner Consulting Strategic Philanthropic Counsel «This book is an excellent source for a development or foundation director to read before hiring any type of consultant. It guides you through the search process and tells you how to evaluate your prospects. This is especially important for small development offices or foundations that rely on outsourcing fundraising projects or campaigns to consultants. It even suggests how to use consultants as a creative resource!» Jeanne G. Jacob, CAE, CFRE, Executive Director Goodwin House Foundation
How to make strategic plan to help your nonprofit navigate turbulent financial waters and achieve strengthened revenues During this time of upheaval and instability with the country's financial markets and economy, you might be wondering how your nonprofit can emerge stronger from this unprecedented turmoil and prepare for future economic cycles. Practical and timely, Nonprofit Finance for Hard Times: Leadership Strategies When Economies Falter helps your nonproft get strategic in the weak economy. Nonprofit Finance for Hard Times shows you how surviving the current economic conditions means dedicating yourself to understanding the details of the current financial crisis and identifying those Board members and other leaders who can give you deep analysis on the crisis and act as your analysts of the winners and losers in real time. Emphasizes that the core of all strategy is engagement Helps you reassess your nonprofit's communications tools for both messages and markets Asserts that the operative need is for strategy, not panic Revisits all assumptions Explains how to sort and cull past supporters for those who will emerge from the turmoil first and strongest Reveals how to identify new audiences Providing the guidance your nonprofit needs-not to just hang on for the white-knuckle ride, but to plan their best strategy to survive and succeed-Nonprofit Finance for Hard Times equips you with the tools you need to get started.
Help your nonprofit thrive Need practical advice on running a nonprofit? No problem! Packed with the latest tips and techniques on starting and managing a charitable organization, this easy-to-follow guide offers everything you need to help your nonprofit endure the ups and downs of the economy. From applying for your tax exemption to raising money to pay for your programs, it covers it all. So get ready to bring in the bucks – and enjoy watching your nonprofit prosper. Write a mission statement Craft a compelling pitch Raise money online Apply for grants Get the word out Adapt in hard times Prepare a solid budget Project cash flow