Human Resources: The Ins and Outs of Personnel and Compliance

CANCELLED DUE TO STAY-AT-HOME ORDERS

When: Friday, March 20th;  9:00am – 12:00pm
Where:  United Methodist Church, Wesley Hall: 236 S. Church Street, Grass Valley

Human Resources, without them how can you expect to run a successful nonprofit or small business… especially in California. Employee and employer rules and regulations can be confusing and often leave an organization or business vulnerable or potentially at legal risk. Whether you are talking about board members, volunteers, full or part-time staff, understanding the regulations, policies and procedures to have in place is critical to remaining in legal compliance as well as having a happy, well-supported staff. Join CNL and HarborHR’s Glen Drouin for this morning workshop that will address personnel and compliance issues.

Attendees can expect to learn about the following:

  • California Wage & Hour compliance
  • Classifying Employees Correctly (includes AB5)
  • Pay Stub Requirements
  • Onboarding Requirements
  • Job Descriptions
  • Employee Handbook
  • Safety
  • Non-harassment
  • Retention
  • Culture
  • Separation/Termination

CNL is excited to bring Glen and Harbor HR from Folsom up to Nevada County for this pertinent and important training.  Don’t miss the opportunity to be sure YOUR organization or business understands the ins and outs of the issues…spend the morning learning how to strengthen your HR Game!

Suggested Participants: Executive Directors, Small Business Owners, HR Managers, Operations/Office Managers, Board Members and those currently supporting staff inside the business or organization.
Date and Time: Friday, March 20th -9:00am – 12:00pm
Location: United Methodist Church, Wesley Hall: 236 S. Church Street, Grass Valley
Cost: $50 – CNL Member organizations; $75 – Not-Yet-CNL Members

CNL Did You Know?

Here’s what’s happening in the first part of 2020:

January 16, 2020:  Leadership Roundtable:
CNL is launching a new initiative to bring together Executive Directors and Board members to discuss common issues, share successes and find ways to work together. We hope you will join this opportunity to connect with other EDs, and Board Members about our common work and goals of a better community!

Round Tables will be held in the evening from 5:30p – 7:00pm. Invitation will have details about topics and location.  You can also check our website or the forecast calendar at cnlsierra.org/event-calendar/

January 29, 2020: Every Day Giving – The Way You Make a Difference
2:00pm – 5:00pm at the Atria Senior Living Meeting Room
CNL is excited to offer our first ever workshop focused on donors and anyone interested in making a difference by giving.  The information will also, undoubtedly benefit nonprofit staff and boards.

The program will be presented in two parts.  First, a panel of donors will share with attendees how they assess organizations to determine where to donate and whether to continue their support.  Second, foremost CPA Doug Summers and esteemed estate planning attorney Dylan Hendricks will discuss a variety of tax advantaged options for donating.

This workshop is open to the public so please share the information with all who are interested in giving to make a difference in our community

February 20, 2020: Board Essentials.
5:00pm – 8:30pm, Wesley Hall, United Methodist Church
This twice annual training looks to strengthen the skills of all those serving as nonprofit board members.  It is a great opportunity to understand the role of a nonprofit board and its member duties and responsibilities, as well as meet and connect with other directors. Led by CNL’s Wendy Willoughby and CA Habitat for Humanity’s Executive Director, Debbie Arakel, the training takes place in  the evening to accommodate working attendees.  Participants will come away knowing the 10 essential functions charged to those serving on nonprofit boards. You will learn how to be a role model and adopt the attributes of a strong, effective director. And finally, leave prepared to do the rewarding work of a productive leadership team.

2nd Fridays: January 10, February 14th, March 13th, 2020- Monthly ED Meet Ups: These informal monthly gatherings are time for ED’s to spend together touching base, soliciting advice or just supporting one another around any number of challenges or successes they share. Held at various locations each second Friday from 9a – 11a, CNL shares the details for the Meet Up a week ahead.

March 30, 2020 Executive Director (ED) Huddle: The Huddles are a focused time for EDs to peer share around a specific topic, often featuring a special guest from the community. In 2020, they will occur on the fifth Mondays in March, June, August and November.  These gatherings also offer the opportunity to network over appetizers and wine! EDs receive an invitation with details each month a Huddle takes place.

Sector Share: The Six Essential Ingredients for Good Governance

See a description of the six ingredients below and a supporting link(s) for each.

Board Meetings:
As the boardroom is the formal place where the board acts on its authority, a focused, well planned, and effectively executed meeting is the crux of decision making.

Strategic Board Meetings
Board Meeting Preparation

Strategic Planning:
The strategic planning process charts a future course and then drives the actions that move the organization forward. It informs the  board’s structures, aligning committees and task forces with strategic objectives and shaping their work, timetables, and checkpoints. And it guides the leadership prospecting process.

Elements of a Strategic Plan

Streamlined Structure:
When aligned with the strategic priorities of the organization, an efficient structure allows board and staff to apply their skills in concert to fulfill the mission.

Nonprofit Board Structure
Nonprofit Board Committee Membership

The Composition of the Board and Staff:
With the right people in the right positions, working on the right mission, success is within reach.

Board Recruitment: Are you focusing on the right things?
Taking Action on Board Diversity

The Leadership of the Board and the Organization:
Look at any high-performing organization and you will find it led by a board chair and chief executive committed to a constructive partnership built on a shared understanding of mission and vision; reciprocal communication; and mutual respect, trust, and support for each other and the partnership.

Board Chair & Chief Executive Partnership

The Mission:
A clear, concise, and compelling mission unifies and motivates the board and staff to achieve meaningful results.

Tips for Developing or Revising Your Mission Statement
Mission vs. Vision

 

Sector Share: You Have to SHOW ‘Em the Results!

Having a fantastic Mission Statement isn’t enough… Nonprofits must be able to share the results of their work.  Determining how the organization is delivering on that mission can be challenging, but once in place, using and sharing that information will make the impact of the mission come alive… not just for funders, but for your staff and board and all that support you.  Visit the below websites for inspiration and tools to help you begin, refine or confirm your evaluation and data collection efforts.  Here’s to sharing our our important work through outcomes and impact!

Basic Guide to Outcomes-Based Evaluation for Nonprofit Orgs with Very Limited Resources

National Council of Nonprofits Article – Evaluation and Measurement of Outcomes

From Fuzzy Mission to Actionable Metrics in 7 Steps

Idealware shares their process to becoming more data-informed – steps that any organization can follow.
Step One – Ask the Right Questions
Step Two – Hunting Down the Data
Step 3 – Making Use of the Data

Data Playbook – a complete website dedicated to a measured approach to impact with full toolkit

Investing in Results – website that offers book and short video about reorienting around outcomes

Wanna go deeper – check out Leap of Reason – website with Community Resources, Ambassador program and more.  Their Small But Mighty Kickstarter is a gem.

 

CNL Did You Know: Making a Mission, Making an Impact

When addressing the impact of your organization’s work, we often need to revisit what guides that desired impact… The mission statement. These important words state your intention to make a difference for a specific person, place or thing. Does your mission statement:

  • Specify the difference you are committed to making
  • Identify the persons, places or things you aim to impact
  • Express your ultimate intrinsic desire for what you want most?

To answer these questions, your board and senior staff might want to reflect upon the following questions:

  • What is our organization’s core purpose? What problem are we trying to solve or what new reality are we trying to create?
  • If we were to be founded today, would it be to meet an unmet need? Are there new players that are making our work more (or less) relevant?
  • How do our results and reputation compare to other organizations that are working in a space similar to ours? Do we have competitive advantages (or disadvantages) that should inform the way that we are thinking about the potential of a strategic alliance or restructuring?
  • If we were to close our doors today, from whom would we hear and what would they say?

Your answers to these questions will help provide clarity and direction about your organization’s fundamental purpose as well as the larger community system in which you operate.   For a brief refresher on Mission Statements, visit this BoardSource resource.

Once defined and refined, we now can look at the success we are having in accomplishing that mission = or impact.

Various research studies over the years have demonstrated that many or most nonprofits do not have reliable impact measures or performance metrics that tell them how well they are accomplishing their mission.

Your nonprofit can maximize its mission impact by:

  • ensuring that its mission statement contains impact language
  • setting mission accomplishment measures,
  • articulating your mission gap and
  • tying these actions into a strategy development process.

In many organizations that do have performance metrics, senior staff and board members often do not use the same metrics to judge performance. While more and more organizations are promoting the idea of measuring mission impact and progress is being made, we still have a long way to go. (Sheehan, Robert M. Academic Director of the Executive MBA Program with the University of Maryland.)

 Sheehan recommends that we ask our boards and senior staff members the following question: What results, outcomes and specific evidence should we look at to tell us that we are actually making a difference- having a measurable impact, in accordance with our mission?

Join us on October 10th to dive headlong into the reason that talking about our impact is the best way to define our success.  Check out the Sector Share of this edition to get some tools to assist with that data collection and measuring of results.

2019 Community Impact Forum – Defining Success: Focusing On Impact

When: Thursday, October 10, 2019,  10:00am – 4:30pm – Cocktail Reception to follow
Where: Gold Miners Inn, Grass Valley

 

Nonprofit organizations play a vital role in building healthy communities by contributing to the economic and social stability, and well-being of its constituents.

If asked how nonprofit organizations define their success, they will tell you….by the impact they have on the constituents they serve and the community that surrounds them.  In short, by working hard to achieve their mission.

Organizational best practices, along with respected institutions such as GuideStar and Charity Navigator, now encourage nonprofits, local governments, and community partners to embrace and talk about the impact and results of our work as a key component to evaluating success as a healthy community.

To do that, we must broaden our focus from one of just financial ratios, to a focus that includes and embraces impact and results.

Join us for a fun and informative day at the Center for Nonprofit Leadership’s Second Annual Community Impact Forum as we shift the lens on understanding, evaluating, presenting, and talking about our successes, our impact.

In the morning, Plenary Speaker Kim Tucker, Executive Director of the Impact Foundry, will speak with participants on how we shift the nonprofit leadership lens to focus on planning for long-term impact.

Our Key Note speaker Alison Lehman, County Executive Officer at County of Nevada will share the impact of the local nonprofit community and provide insights on what we lose if we fail to plan for a sustainable future.

The afternoon will be broken into 2 sessions:  After the lunch break, we will discuss strategies and internal tools for shifting organizational focus away from the traditional “doing more with less” philosophy.  Ann Lucas of Nonprofit Strategies, will instead help us explore a model rooted in achieving goals and outcomes through investing in the infrastructure needed to achieve them.   In the second session, Co-directors, Aimee Retzler and Malaika Bishop of Sierra Harvest will walk through a real life case study of their organization’s success. Participants will explore the ways to meet the critical objective of effectively communicating impact.  The session will help attendees identify ways in which to address the need to share results to both constituents and to the larger community.  Let’s start answering the question – how do we talk about impact!


Location:  Gold Miner’s Inn, Grass Valley, California
Date:  October 10, 2019
Plenary Presentation with Kim Tucker
Lunch and Keynote with Alison Lehman
Management Strategies, Session
Communication Planning, Session

Intended Audience:  Nonprofit and community leaders: nonprofit executive directors, board members, senior level fundraising and communications staff; community focused business owners and management staff; county and city leaders.

THANK YOU TO OUR GENEROUS SPONSORS & UNDERWRITERS

Telestream

 

 

                  DAN & JOANNE CASTLES

Doug Summers

 

Get Your Fundraising House In Order: Building a Strong Foundation

Friday, April 5, 2019
8:30am – 12:30pm

Why is it that some fundraising programs do better than others when the organizations have the same basic plan?  Whether your organization is just starting out or one that has never been terribly successful with your fundraising efforts, sometimes figuring first or next steps can be a hurdle.

Often organizations overlook the basic building blocks that are essential in designing your fundraising strategy.

This is not your typical basic fundraising workshop! Together, with presenter, Kimberly Parker, CFRE, Executive Director of Sierra Nevada Memorial Hospital Foundation, we’ll explore the fundamentals that need to be in place before you start or revive a struggling fundraising program.

If you are an Executive Director or staff member that needs to work on fundraising without a clue of where to begin or a Board member or committee chair that has been assigned the task of leading the fundraising effort, this four hour session will share tools to assess your organization’s fundraising readiness as well as tips to help you create or elevate your basic fundraising program.

Click HERE to learn more about Kimberly.

Suggested Participants: Executive Directors, Organizational Staff and Board Members focused on fundraising 
Date & Time:
 Friday, April 5th,  8:30am – 12:30pm
Location: Seventh Day Adventist Church, 12889 Osborne Hill Rd, Grass Valley

Info Session: Employment Law Update

Navigating the minefield of employment laws is becoming increasingly difficult when each passing year brings change and more change.

In this 90-minute Info Session, attorney, Steven McFarlane, will cover three topics of importance for every organization, regardless of size.

The majority of the session will focus on the new interpretation by the CA Supreme Court of the laws governing the designation and use of Independent Contractors.  Steven will also touch on the current status of California’s minimum wage law, provide an update on the new requirement around Sexual Harassment training and to whom that applies, and cover other labor law changes pertinent to the not-for-profit community.**

It is more critical than ever that you are armed with the information you need to protect your organization; join CNL at this session and make sure you are ‘in the know.’

**Disclaimer: No individualized legal advice is available in this forum

 

When: Tuesday, March 19th,  8:30am – 10am
Where: Conference Room at Owens Estate and Wealth, 426 Sutton Way, Suite 110, Grass Valley
Suggested Participants:
Executive Directors, Human Resources Staff & Business Managers, Board Members serving on HR or Employment committees and Retail Business Managers

Sector Share: Resources for Recruiting, Retaining and Supporting Volunteers

From finding to managing to thanking volunteers there’s much to get right!  CNL has compiled some key resources from trusted nonprofit expert sources.  We hope you find effective strategies and ideas for addressing challenges wherever your organization is in the quest for the all-important volunteer and volunteer program.

Whether you are starting from the beginning or looking to confirm you and your organization’s volunteer program is on the right track, these 3 resources/articles will provide content and tools to help:

National Council of Nonprofits – All About Volunteers

Points of Light – Starting a Volunteer Program

Free Management Library – Developing and Managing Volunteer Programs

Recruiting Resources
Recruiting volunteers means asking people to work in your organization without pay. You can recruit them formally (asking them to fill out application forms, offering them a job title, etc.) or informally (by asking your sister to help build an agency float, for instance), or anything in between.  Best Practice dictates that a more formal process will get you better results for your efforts.  These articles touch on the many facets of finding the right people

Community Tool Box – Recruiting Volunteers

A Volunteer Communications Strategy: 13 Steps to Driving Recruitment, Engagement and Leadership (Case Study)

Bringing on Highly Skilled Volunteers
There are likely skilled professionals – specialists in accounting, information technology, human resources and more – in our community ready to volunteer at your nonprofit, but are you ready to receive them? The Skills-Based Service Engagement Tool, which takes about 10 minutes to use, can help your nonprofit determine how prepared it is to engage skills-based volunteers.

Another good tool is the website readinessroadmap.org – there are resources to help your organization determine if skilled volunteer recruitment is right for you and how to engage.

Managing Resources
For many nonprofit organizations, volunteer help is vital. However, engaging volunteers in an organized way can be tough.

This Hands On Volunteer Management Guidebook can help.

The guide outlines various strategies for organizing a strong volunteer structure, from recruiting and scheduling volunteers to retaining and recognizing their efforts. Paired with questions to consider and activities to help map out goals, the Volunteer Management Guidebook provides resources you can adapt to meet your local program needs.

A solid corps of volunteer leaders can make a big difference in helping your nonprofit achieve its mission. Here are 2 resources that can assist in that process: Points of Light’s Volunteers as Leaders guidebook is designed to help your organization establish the processes needed to develop a strong volunteer leader program.

Once your organization has a program in place, feedback from volunteers can be key to growth and success. The Organizational Assessment for Volunteer Leaders, created by Points of Light, provides a thorough questionnaire to help extract important responses about how your project is running, from a volunteer perspective.

Gratitude & Recognition
An Attitude of Gratitude, as the saying goes, is crucial to retaining those committed folks you worked so hard to find and train.  Check out this Volunteer Appreciation Guide from Wild Apricot.

Some Helpful Blogs

  • The HandsOn Network blog posts fun volunteer tips and tricks to get engaged in all kinds of volunteer projects.
  • The generationOn blog features great youth volunteer stories and ways to involve families in volunteering.

And lastly, there are many ways to recognize the value of volunteer work. We all know in our hearts, the value of those that give of their time and talents and what that can mean to our organizations.  But for nonprofits, we often need to calculate the monetary worth of volunteer duties, which varies. The below tools can assist when needed.

Independent Sectors’ Value of Volunteer Time post – this adjusts annually so make sure to check back.

Points of Light – Volunteer Economic Impact Calculator

CNL Did You Know: Volunteers & Nevada Co. NPO’s

The number of Americans volunteering has declined over the past 15 years, but our volunteers are giving more of their time. The Chronicle of Philanthropy reported on a University of Maryland study of Volunteering (11/2018) that “The share of American volunteering has been on the decline for 15 years, hitting a low of 24.9 percent in 2015, the most recent year studied. Those who do volunteer are giving more of their time. Community organizations received records highs in total volunteer hours served.”

Although we don’t have data on numbers of Nevada County volunteers or their hours, we know intuitively how important our volunteers are to our success.  But are we doing enough to recruit, train, motivate, support and celebrate our volunteers?  How often do our board members (volunteers themselves!) talk about volunteer support?

An informal survey of 20 Nevada County volunteers varying in ages from 38-88 yielded some interesting findings about these individuals, chief of which is that they are a modest group; no one in the survey was willing to go on record with their perception data.

Several respondents wrote about the importance of good governance in nonprofit organizations. Good governance enhances “confidence” in voluntary and nonprofit organizations and increases public participation in them  – which is especially important as governments at all levels are able to do less in enhancing community social, cultural and environmental life.  Our survey consisted of the following:

What benefits do our Nevada County volunteers reap from their volunteer work?

HelpGuide.org (Harvard Medical School Newsletter) identified the following perceived benefits of volunteering.  The Nevada County sample was asked to order them by their perceived importance as a benefit of volunteering. (10= highest priority 1=lowest)  The numbers listed are an average of the responses from the sample.

  1. Brings fun and fulfillment to my life: Rating – 9.4
  2. Affords me new friends and contacts: Rating – 7.2
  3. Increases my social and relationship skills: Rating – 6.2
  4. Helps me stay physically healthy: Rating – 6.3
  5. Increases my self-confidence: Rating – 6
  6. Provides career experiences: Rating – 4.25
  7. Teaches me valuable job skills: Rating – 5
  8. Combats depression: Rating – 2.3

On what basis do a sample of Nevada County volunteers select an organization to support with their time/resources?  

Nevada County respondents were also asked “As a volunteer in one or more organizations, how did you find the right organizational “fit” for you? (10= highest priority 1=lowest)

All respondents gave scores of 8, 9 or 10 to the following responses about choice of volunteer organizations based on “fit”.

  1. Issue I care about
  2. Makes the community a better place
  3. Helps me meet new people
  4. Makes me feel better as a person

Four of the respondents reported organizational selection as a volunteer because:

  1. Taps into my current knowledge and skills
  2. Helps me build new knowledge and skills

How do our CNL nonprofits support their volunteers?

A couple of examples serve as vignettes for CNL Members’ organizational work with volunteers.

The Friendship Club (TFC) has about 230 volunteers in their database, of which 150 are considered “active”, meaning they have volunteered one or more times a year. Volunteers for TFC are screened and selected for specific skillsets based upon the tasks they will be asked to assume with the clients. TFC staff pre-assess prospective volunteers to ensure that the volunteer is a ‘good fit’ for the tasks each will be assigned. In the course of an ongoing relationship with a volunteer, TFC offers one-on-one coaching that serves not only as an encouragement for the volunteer to continue with TFC, but the coaching also helps the volunteer grow in her/his role.

Cindy, the TFC Community Engagement Manager, was asked what insights she has about working with volunteers. She said:  “It should be very visible to your volunteers that whoever is overseeing the volunteers (whether that is a volunteer manager or another coordinator) is experienced in every task they assign to the new volunteers. The supervisor or coordinator should work along-side volunteers to incentivize quality results.”


Julie Hardin, Executive Director of InConcert Sierra, also responded to our inquiry about using volunteers– demonstrating a real commitment to CNL, given the kind of work InConcert Sierra is doing in December!

InConcert Sierra has about 184 volunteers, who are recruited primarily through surveys. The organization has an annual volunteer orientation and conducts training of volunteers as needed throughout the year.

Julie said: “Volunteers are our lifeline; we couldn’t do what we do without their assistance.  We try to treat them as staff would want to be treated. We recommend that any organization using volunteers, check in with the volunteers to be sure they feel fulfilled in their position, as well as fulfilling the needs of the volunteer position.  Lastly, we can’t thank them enough!”

Both organizations were asked about board conversation about volunteer work.

The Friendship Club does not have a standing board item regarding Volunteer work, but considers volunteer contributions in all discussions of TFC’s mission. Cindy was quick add that: “Many of The Friendship Club Board members are also active volunteers. We are blessed to have such an actively engaged team of Board Members who are always willing to work along-side volunteers, staff and girls.”

Julie Hardin at InConcert Sierra was also asked: How often does your board talk about work with volunteers?  She reported: “The board talks about volunteers frequently, but as our board is more of a fundraising board, they don’t work much with the volunteers.  As Executive Director, I talk with the board members about thanking the volunteers and making them feel welcome and useful.  I also talk to the board about NOT telling volunteers what to do.  If there is an issue with a volunteer, seek the volunteer coordinator, or me. They are not to instruct or discipline volunteers (or staff for that matter!)”

One great resource that many nonprofits use for organizing volunteer work and tasks is  signup.com/  Check it out the next time you need to set up jobs for your folks – there is a free version as wells as premium upgrades available.