CNL Workshop Series for 2010-2011

Surviving and Thriving on the Path to Excellence

The following are the Workshop offerings for December 2010 – December 2011. This entire series of workshops is based on the Wilder Foundation’s “The Five Life Stages of Nonprofit Organizations”

Are you passionate about your organization’s mission? Do you experience challenges and transition? Are you looking for tools to guide your organization to success?… then this series is for you! The ability of nonprofit leadership to recognize and address critical yet predictable transitions in the life of their organization is vital to success. Knowing when and how to shift gears, as well as what each gear feels like, is what the 2010-2011 CNL Curriculum Series is all about.

Organizations learned “how to” overcome the obstacles and take advantage of the opportunities they identified during the analysis process at the Introduction to the Series on December 3rd. If you were unable to attend the Introduction to the Series in December, please contact CNL about viewing a recording of the workshop and receiving the assessment tools and forms for your organization to complete the analysis process. Completing this process will highly enrich the experience of the remaining workshops.

Introduction to the Series – The Five Life Stages of Nonprofit Organizations

Friday December 3rd 2010, 8:30am-3:30pm, Registration begins at 8:00am
Emmanuel Episcopal Church, 235 South Church St., Grass Valley, Buck Hall

Description: If you have had experience working with organizations of different sizes and ages, you’ve probably witnessed various changes, from mild to disastrous, brought on by transitions in leadership, industry, the economy, or other factors.
The goal of this workshop is for participants to:

  • Develop an understanding of nonprofit life cycle stages
  • Learn to skillfully project future needs and anticipate challenges
  • Recognize and address critical junctures in the life of the organization

Workshop participants will:

  • Assess the current life stage of their organization over seven areas of their business;
    • Staff Leadership
    • Financing
    • Administrative Systems
    • Programs and Services
    • Staffing
    • Marketing
    • Governance

Organizations will begin to identify the obstacles, opportunities, and action steps for surviving, thriving and excelling in these challenging times.

Attendance at this first phase is essential to maximize and enrich the benefits of any or all of the series.

Karen Marinovich will be presenting this workshop with the assistance of several “special guests.”

Workshop Level: Introductory to Advanced
Suggested Participants: All interested Staff and Board Members
Date and Time: Friday December 3rd 2010, 8:30am-3:30pm, Registration begins at 8:00am
Cost: $75
Non-member: $95

Fee includes continental breakfast and lunch.

The Board of Directors: Improving the Effectiveness of Your BOD – Their Processes, Procedures, Policies

Saturday January 22nd 2011, 8:30am – 12pm, Registration begins at 8:00am, workshop followed by Brown Bag Session*
Emmanuel Episcopal Church, 235 South Church St., Grass Valley, Buck Hall

Description: This workshop will provide the tools for organizations to assess their current board strengths and weaknesses, and identify their future needs.

Participants will learn:

  • The steps to develop a list of potential candidates and cultivate a relationship with those prospects
  • The roles and responsibilities of Board Development
  • The action steps needed to evaluate prospects
  • Tools and exercises to orient, engage and educate new board members
  • Assessment tools for evaluating the Board as a group as well as individual board members

Another vital element of this workshop will be learning the steps to dealing with under performing Board members using an interactive discussion exercise.

Participants in this workshop will come away with an understanding of how to use “Best Practice” tools to elevate their Board of Directors’ performance and garner the right prospects for the future effectiveness and success.

Presenters for this workshop are Norm Westmore and Dan Halloran.

Workshop Level: Introductory to Advanced
Suggested Participants: Executive Directors, Board Chairs/Presidents, Current and Prospective Board Members
Date and Time: Saturday January 22nd 2011, 8:30am – 12pm, Registration begins at 8:00am, workshop followed by Brown Bag Session*
Cost: $40
Non-member: $55

Fee includes continental breakfast.

“Re-Run” of Introduction to the Series – The Five Life Stages of Nonprofit Organizations

Saturday January 22nd 2011, 1:00 p.m. – 4:30 p.m. Registration begins 12:30 p.m.
Emmanuel Episcopal Church, 235 South Church Street, Grass Valley, Buck Hall

THIS WILL BE A CONDENSED VERSION OF THE DECEMBER 3RD WORKSHOP

Description: If you have had experience working with organizations of different sizes and ages, you’ve probably witnessed various changes, from mild to disastrous, brought on by transitions in leadership, industry, the economy, or other factors.

The goal of this workshop is for participants to:

  • Develop an understanding of nonprofit life cycle stages
  • Learn to skillfully project future needs and anticipate challenges
  • Recognize and address critical junctures in the life of the organization

Workshop participants will:

  • Assess the current life stage of their organization over seven areas of their business;
    • Staff Leadership
    • Financing
    • Administrative Systems
    • Programs and Services
    • Staffing
    • Marketing
    • Governance

Organizations will begin to identify the obstacles, opportunities, and action steps for surviving, thriving and excelling in these challenging times.

Karen Marinovich will be presenting this workshop

Workshop Level: Introductory to Advanced
Suggested Participants: All interested Staff and Board Members
Date and Time: Saturday January 22nd 2011, 1:00 p.m. – 4:30 p.m. Registration begins 12:30 p.m.
Cost: $40
Non-member: $55

fee includes afternoon refreshment

Staff Leadership – Focusing on Efficient and Effective staff: The Executive Director; Administrative System (including Facilities); Human Resources Management; Employee and Volunteer staffing

Friday March 4th 2011, 8:30am – 3:30pm, Registration begins at 8:00am (registration deadline is February 28th)
United Methodist Church, 236 South Church Street, Grass Valley, Wesley Hall

Description: True success for most, if not all nonprofit organizations, is seldom achieved without two capable individuals who hold key positions in the organization, namely the Executive Director and the Chair/President of the Board of Directors. This workshop will focus on the roles and responsibilities of the executive director and the many hats they must effectively wear. At the same time this workshop will address the board chair’s role in understanding the executive director’s role and working with the executive director as both a colleague and as the executive director’s supervisor. The following topics will be presented and discussed:

  • How and what the ED and the Chair should manage in the area of board administration and support responsibilities.
  • How and what should be the interface in the roles and responsibilities of the ED and the Chair in managing the programs and services provided by the nonprofit organization.
  • What are the roles and responsibilities of the ED, the Chair in the areas of Finance/Budget, Tax, Legal, Risk Management, and Facilities/Equipment management.
  • How and who should manage the numerous responsibilities in the hiring and employment of staff in the human resources arena and volunteers policies and resources.
  • Exploring the respective roles and responsibilities in managing and administering the organization’s fund development program.
  • What and where should the interface of responsibilities be between the ED and Chair in the public and community relations functions.

Presenters for this workshop are Bill Neff, Debbie Arakel, Cristine Kelley and Chris Casey.

Workshop Level: Introductory to Advanced
Suggested Participants: Current Board Chairs/Presidents, Prospective Board Chairs/Presidents, Executive Directors, Aspiring Executive Directors
Date and Time: Friday March 4th 2011, 8:30am – 3:30pm, Registration begins at 8:00am (registration deadline is February 28th)
Cost: $75
Non-member: $95

Fee includes continental breakfast and lunch.

Program Development and Services

Friday April 15th 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is April 11th), workshop followed by Brown Bag Session*
Miners Foundry, The Stone Hall, 325 Spring St., Nevada City

Description: The charitable purpose of any nonprofit is carried out through its programs and services. This workshop will provide models that participants can use to design a program and services plan that is highly integrated with the organization’s mission, goals and needs of those they serve. The resulting program plan can also serves as a straightforward basis from which to write program proposals to funders and conduct effective program evaluations that keep your organization accountable to your mission. The interactive workshop includes sharing of extensive experience providing real life examples, best practice guidelines, applicability to your current and desired nonprofit life stage and copious resources for additional free information. Although organizations sending a single participant will benefit, the experience will be enriched when two or more attend.

Presenters will be Bob Herne, MSW, (Executive Director, Sierra Forever Families)

Workshop Level: Introductory to Advanced
Suggested Participants: Executive Directors, Program Managers, other key staff members, Board Chairs/Presidents and board members
Date and Time: Friday April 15th 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is April 11th), workshop followed by Brown Bag Session*
Cost: $40
Non-member: $55

Fee includes continental breakfast.

Finance: Guiding Your Organization to Effective Nonprofit Resource Development and Financial Management

Friday May 20th 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is May 16th), workshop followed by Brown Bag Session*
Miners Foundry, The Stone Hall, 325 Spring St., Nevada City

Description: Resource development and financial management are critical to the success of a nonprofit organization. This workshop will focus on these important areas, describing in detail strategies, best practices and tips in the following areas:

Resource Development

  • Identifying potential funding sources
  • Development of a fundraising plan
  • Expanding a funding base
  • Creating a fund development plan

Financial Management

  • Development of a business pan
  • Instituting standard accounting practices and procedures
  • Strategizing and planning for future financial needs
  • Development of a multiyear budget

Workshop Level: Introductory to Advanced
Suggested Participants: Executive Directors, Treasurers and Board Members
Date and Time: Friday May 20th 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is May 16th), workshop followed by Brown Bag Session*
Cost: $40
Non-member: $55

Fee includes continental breakfast.

Marketing: Learn How to Effectively Portray Your Organization

Friday June 17th 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is June 13th), workshop followed by Brown Bag Session*
Miners Foundry, The Stone Hall, 325 Spring St., Nevada City

Description: Whether you are enhancing a fundraising campaign, promoting events or building overall awareness, marketing is the driving force to effectively gain attention and motivate audiences to action.

Scot Crocker will facilitate an interactive, half-day workshop providing insights and ideas to ensure that your nonprofit organization has more effective and engaging marketing programs. You’ll learn how to forge creative strategies; build low-cost, high-impact campaigns; and gain inside secrets to audience persuasion. The workshop includes many examples of creative nonprofit marketing and promotions. You’ll learn about effective use of research, branding, print materials, video, website marketing, social media, and much more.

“I can’t speak highly enough about Scot Crocker! His workshops are clear, full of must-know information, and the keys to communicating the relevance of your organization. If you think marketing isn’t important to your organization you should definitely come. If you already know how important it is, you won’t want to miss it! “
~ Gail Johnson Vaughan, Executive Director, Mission Focused Solutions

Workshop Level: Introductory to Advanced
Suggested Participants: Executive Directors, Marketing Managers and other key staff, Board Committee Chairs
Date and Time: Friday June 17th 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is June 13th), workshop followed by Brown Bag Session*
Cost: $40
Non-member: $55

Fee includes continental breakfast.

Moving Your Organization Forward By Developing and Implementing A Strategic Plan: Series Wrap-Up

Friday September 23rd 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is September 19th), workshop followed by Brown Bag Session*
United Methodist Church, 236 South Church St., Grass Valley, Wesley Hall

Description: This final half-day workshop on Surviving and Thriving on the Path to Excellence will focus on the following topics and be supported by a major materials notebook:

  • The strengths and weaknesses of three approaches to organizational planning: Long-Range Planning, Entrepreneurial Planning, Strategic Planning.
  • Important strategic planning definitions and documents: Strategy, the Plan to Plan, The Heritage Statement, the Mission Statement, The Core Values Statement, the Vision Statement, the Competitive Positioning Statement, Key Strategic Directions, Implementing Objectives, the Annual Business Plan
  • The two key strategic planning leadership teams: The Steering Committee. The Planning and Budgeting Committee.
  • Steps and activities in the strategic planning process: A Case Study
    • Prepare the Plan to Plan
    • Create a Report on Organizational Achievements
    • Prepare a Report on Organizational Mandates
    • Prepare a Report on Stakeholder Analysis
    • Conduct research and prepare a Report on External Political, Economic, Social-demographic, and Technological Forces and Trends
    • Conduct internal and external focus group interviews and prepare a Report on Perceptions about Organizational Strengths, Weaknesses, Opportunities, Threats, and Aspirations
    • Identify major strategic issues facing the organization that need to be resolved over time
    • Craft statements on strategic issues, key strategic directions, and implementing objectives
    • Prepare the final Strategic Plan document
  • Steps and activities in Annual Business Planning and Monitoring the Strategic Plan
  • Reflections on implementing the strategic plan
  • Wrap-up: Twelve keys for successful implementation of strategic planning

Presenters for this workshop are Gary Quehl, Leo Granucci and Jennifer Singer

Workshop Level: Introductory to Advanced
Suggested Participants: Board Officers, Board Executive Committees, Committee Chairs, other interested Board members, Executive Directors and Staff.
Date and Time: Friday September 23rd 2011, 8:30am – 12pm, Registration begins at 8:00am (registration deadline is September 19th), workshop followed by Brown Bag Session*
Cost: $40
Non-member: $55

Fee includes continental breakfast.

* Brown Bag Sessions give participants an opportunity to chat with presenters and other local nonprofit personnel directly in an informal lunchtime gathering

Workshop Fees for 2010-2011

Full day workshops:
$75 for CNL members and $95 for non-members

1/2 day workshops:
$40 for members and $55 for non-members

All seven workshops:
$350 for members and $465 for non-members

CNL Member? Be sure to check out the Season Pass SAVE, SAVE, SAVE!