Tradeshows

Knowledge <see guiding principles> is fundamental to understanding.

Following the introduction, the workgroup was randomly divided into three smaller groups who attended tradeshows—three simultaneous presentations focused on:

  • How We Got Here—the history leading to this point; including any givens, assumptions, decisions and/or actions to date
  • Current Vision for the Center
  • Other Models—successful models and best practices as examples to be considered

In a round-robin fashion, the groups stopped at each tradeshow.

Led by Stacey Wedding, Lisa Spencer and Carolyn Wheeler,
three of the  founding visionaries responsible for the event, each of the tradeshows provided essential background information foundational to the success of the rest of the day.


How we got here  Stacey Wedding

 

At this tradeshow stop, Stacey Wedding explained that the lack of volunteerism and philanthropy are both symptoms of a larger problem—the lack of capacity of with the nonprofit sector to properly recruit, solicit and steward donors and volunteers.

Stacey, a native of Las Vegas, has been involved in nonprofit work since she was a child.  She has worked in the philanthropic and nonprofit sectors for the last decade, including a seven year tenure at the Nevada Community Foundation where she developed infrastructure and systems for a young nonprofit foundation.  While at the Foundation, her work with donors and nonprofits provided her with many perspectives.

Opening her own company, Professionals in Philanthropy, almost two years ago, what she's hearing from donors and nonprofits today are similar to what she' heard the last several years. 

Donor Needs—Donors are frustrated and dissatisfied with lack of sophistication and business acumen of nonprofits.  Today’s donor is highly engaged (which means they not only look at what a nonprofit does, but how it does it) and requires financial and programmatic accountability. 

Nonprofit Needs—Nonprofits are doing their best to keep up with tremendous growth (demand vs. supply) and are not receiving support for operations or professional development from donors.  During nonprofit focus groups facilitated by Stacey fall, she asked nonprofits what their biggest need is.  Surprisingly, funding was not their answer.  Instead, they voiced that their biggest needs were leadership development and training in the areas of fundraising, board development and marketing. 

Characteristics of Effective Nonprofits—Effective nonprofits have vital missions, sound strategy, well-run and well-respected programs and services, able and committed leadership (including board, upper management, etc.), reliable and diverse funding, an engaged board, and clear communications and accountability. 

Public Perception—A national study conducted a few years ago asked people what impacts their perception of nonprofits.  Overwhelmingly, the response was:  how money was spent.  The second greatest impact:  that the nonprofit helps people in need.  The third greatest impact:  how well-run and effective a nonprofit’s programs and services are. 

No Idea is a New Idea—The idea of a nonprofit training center or nonprofit capacity building is not a new one.  There are notable examples of this nationwide, a handful of which the Visionary Leadership Team (VLT) has researched.  Having great interest and concerns in this area, and hearing similar comments from colleagues and friends, Stacey and the VLT began having conversations with some of these organizations and their personnel. 

Brought People Together—Eventually, Stacey decided it was best to bring everyone together since she was having similar conversations (about nonprofit capacity) with many different pockets of people. In each conversation, people were sharing similar ideas and dreams for the future of this community. After bringing everyone together, the group dreamed and brainstormed, allowing the vision to continue to evolve. This fall they decided it was time to stop talking and start moving this idea forward. In order to do this, they defined a few core principles and also made some decisions for the time being. 

Core Principles—Defining Capacity & Values
Capacity building includes activities that strengthen an organization’s ability to further its mission.  It was determined that the values to be upheld throughout the process will include:  excellence, integrity, collaboration, community/diversity, and innovation.  

Decisions To Date—There were a few decisions the VLT made in order to move forward and make possible the event on the 25th.

These decisions included:

  • Contracting with Surgance, our nonprofit facilitative partner and coordinator.  Surgance provides a neutral platform, has international connections, and is an expert in the type of facilitation needed to move this process forward in a collaborative fashion. They have agreed to work with us on moving this forward.
  • Creating the Center for Excellence Fund at the Henderson Community Foundation, which will serve as the temporary holding spot for donations.  All donations to the Fund are fully tax-deductible to the extent allowed by law.
  • Collaborating with the community and asking others to join in moving this vision forward.  The VLT believes that each of the participant’s voices, expertise, resources, and experiences with the nonprofit community will benefit this process and the ability to accomplish this huge endeavor.  Collectively we can do more than any of us can do alone.

Current Vision  Lisa Spencer

 

At this tradeshow stop, Lisa Spencer focused on the current vision, at that stage of its evolution, outlining what the founding visionaries deemed essential components of the Center for Excellence (CFE):

Incubation—Assisting individuals and groups through the formation and process of acquiring a 501(c)(3) as a nonprofit organization (NPO) or community-based organization (CBO).  

Resources—Career development; capacity building; skill development; human resources (acquiring talent; staffing; city, county, state and federal legalese; insurance requirements; interview/hiring/recruiting process), budget development, formation, and management; management/staff training (how to present your organization, what works for your NPO/CBO); technology; coaching; strategic planning (developing executive summaries, white papers and business plans); board (development, recruitment and training workshops/facilitations, committee commitments, expectations and guidelines); marketing/public relations (sharing and telling your NPOs/CBOs effectively); and volunteer management (recruitment, retention, and recognition).

Program Resources—Research best practices, collaboration, grant and/or funding guidelines, development of organizational structure, creation and development of focus-based workshops, salary surveys, etc.

Best Practice Models—Developing a standard of excellence for nonprofits throughout the Las Vegas valley.

Collaborations—Model collaborations, encouragement of and creation of collaboratives partnerships avoiding duplication of services, mechanism for established organizations to augment their services by partnering with or “umbrella-ing” smaller, niche organizations.  Interface with universities, colleges and high schools to provide a service learning component to teach and train the next generations of nonprofit leaders.

Angel Funders—Funders who are willing to back innovative programs, and collaborations, and newly formed NPOs/CBOs.  Creation of a Venture Philanthropy Group.  The CFE serving as hub for philanthropists to “get to know” NPOs/CBOs, provide opportunities for NPOs/CBOs to present their organizations to angel funders/philanthropists through a small group, presentation format.

Clearinghouse for NPOs/CBOs—Unified training, availability to “target train” for NPOs/CBOs weaknesses, “Good Housekeeping” stamp of approval.

Mentor Component—Mentors and peer mentors offering support for NPOs/CBOs, networking opportunities, coaching those recently promoted or persons new to nonprofits.

Transitions—Supportive role facilitating smooth transitions within organizations, supporting those in new roles within an organization (Executive Director, Fund Development staff, Program Director), succession planning or NPO/CBO mergers, strategic partnerships.

Website—Providing resources, articles, best practice models, workshops and training schedules, mentor bios, research links, available to the community and protected access for angel funders and/or NPOs/CBOs, message boards for CFE groups (mentoring/mentee meetings, workshop participants), etc.


Other Models  Carolyn Wheeler

 

At this tradeshow stop, Carolyn Wheeler discussed some exisitng effective models and their best practices as examples to be considered in the development of the Center for Excellence.

Other successful centers across the nation were created to help non-profits with capacity building—working to strengthen the skills, instincts, abilities, processes and resources that organizations and communities need to survive, adapt and thrive.

These centers employ a wide array of measures which organizations incorporate to strengthen their ability, maximize their efficiency, operate effectively and increase their impact over the long term.   

Common among successful centers were the following key areas:
•    Advocacy/Public Policy
•    Board Development/Governance
•    Collaboration/Strategic Alliances
•    Community/Economic Development
•    Diversity
•    Ethics
•    Evaluation/Outcomes Measurement
•    Finance and Administration
•    Fundraising/Income Generation
•    Leadership/Mentoring/Coaching
•    Legal Issues
•    Management and Human Resources
•    Marketing/Public Relations/Media
•    Organizational Assessment and Development
•    Research
•    Strategic Planning/Business Planning
•    Technology
•    Volunteer Management

Among similar organizations researched, the following  organizations stood out as models:

CompassPointSan Francisco & Silicon Valley
CompassPoint Nonprofit Services is a consulting, research, and training organization providing nonprofits with management tools, strategies, and resources to lead change in their communities.

They have a 30-year history working with community-based nonprofits in Executive Transitions, Nonprofit Finance, Fund Development Strategic Planning, Governance, Organizational Development, Finance Systems and Business Planning, Fundraising, Technology, Leadership Development and Executive Coaching.  They work with over 300 organizations a year through one-to-one consulting, workshops and seminars, conference sessions, research and writing, and multi-disciplinary capacity building initiatives.  They also offer a variety of articles on various topics relating to nonprofit initiatives and best practices on their website and a collection containing over 200 titles covering many topics including fundraising, boards of directors and general nonprofit management at their office in Silicon Valley.

In addition to funding from major corporations and foundations, government agencies and individuals which help keep their services affordable to the nonprofits, they generate income from seminars (fees are based on size of the nonprofit organization attending) and consulting services.

CompassPoint has an annual operating budget of $2.2MM.

Community PartnersLos Angeles

Community Partners offers critical support, guidance and training to people with innovative ideas for building start-up projects within their communities.

They provides a range of services to assist individuals, organizations and institutions in effectively addressing the complex neighborhood, social, economic and policy issues facing the Southern California region.  Since 1992, they have provided services to more than 550 projects and civic leaders through their Incubator Services, Strategic Initiatives and Resources.  They offer a wide range of individualized consulting, leadership development, administrative assistance, training workshops and network building that help organizations address the needs of their community in ways that are more strategic, more effective, and which have the greatest impact possible.

They assess an administrative charge which is deducted from project income when it is received.  The administration charge is 9% of revenues from private sources, and 12% of revenues from public sources.  They do not provide funding to projects but work with them to enable Project Leaders to acquire and refine the skills necessary to succeed in securing project operating funds.

Their annual budget has grown from $250,000 in 1982 to nearly $10 million in 2007.

Center for Nonprofit ExcellenceAkron

The purpose of the Center for Nonprofit Excellence's training programs is to build organizational staff capacity to deliver effective community service, thereby improving area nonprofits, the nonprofit sector in general, and society at large.

They offer a physical and virtual resource center for nonprofits to access information on key management and governance issues. In 2006, they served over 360 organizations and more than 900 individuals through custom consulting projects, peer learning sessions and focused training programs and well as informal networking opportunities. E-mails on new developments in the field, as well as notification of CNE events and opportunities provide ongoing communication to over 1,500 nonprofit professionals on a regular basis. ? With an annual operating buget of nearly $900K, they are funded mostly by contributions and grants, they do charge for some services and conferences.

Alliance for Nonprofit Management (AllianceOnline)Washington DC

The Alliance for Nonprofit Management (AfNM) is the professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits—to assist nonprofits in fulfilling their mission.

The AfNM is a learning community that promotes quality in nonprofit capacity building.  It convenes a major annual conference, networks colleagues year-round online, and provides member discounts on books and other publications. It provides visibility to its members in the online “Find a Consultant or Service Provider” directory, the People of Color Roster, Alliance Insights eNewsletter, Member Spotlights and membership directory.

Their website offers a variety of resources for nonprofits including articles, a newsletter, career bank, consultant database, frequently asked questions as well as conference and seminar information.

Funded by major corporations and foundations revenue is also drawn through membership fees and conference registrations.


For more information on the Center for Excellence OR to get involved, contact the Visionary Leadership Team at:

cfe@surgance.com