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Strong Boards, Strong Plan, Strong Organization-NPI 2015
Don Chalmers, PresidentSparrowHawk Consulting Company, Inc.
2
Today’s ClimateEconomic trends and national events have
significantly impacted foundation, corporate and individual giving
Many national and regional funders have restructured their giving priorities and significantly revised their guidelines and criteria
A generational shift in philanthropy to the baby
boomers and young wealthy business people
has created a new focus on efficiency and
accountability in charities
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
3
Tomorrow’s RealitySome nonprofits who have enjoyed regular philanthropic
support will find it more difficult to secure that support, if
only because of the significant increase in demand.
Non-profits serving Tribal communities need to find ways
to be more competitive as they seek to secure more
resources to accomplish their missions.
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
4
The New Paradigm Increasingly, funders are looking for applicants who can
demonstrate:
A reflective and representative board of directors
Capacity to raise funds from a variety of sources
Cooperation and collaboration with other organizations or agencies
Support at the community level
Fiscal resources to sustain projects over time
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
5
The Competitive Applicant
Has a Board representative of the community served
Has an active Board education and training program
Has Board members who participate in fundraising
Has a current Strategic Plan in place
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
6
Enhancing Your CompetitivenessEvaluate Board strengths and weaknesses
Recruit new members if needed
Organize an education and training program that incorporates an active board voice
Update or develop a Strategic Plan
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
7
Board DevelopmentBe clear about the characteristics that make up your
community.
Assess your current Board demographics in light of your constituency. How do they compare?
Geography, race, sexual orientation and ethnicity may also be criteria for consideration in your matrix:
Copyright 2015 SparrowHawk Consulting Company, Inc.
Name
Gender
Age
Work/Profession
Skills/Activities
Associations
Hobbies
Native Philanthropy Institute 2015
8
What To Look For
Balanced representation of community demographics
A variety of professions represented
Diversity of skills among board members
A range of other affiliations and interests
Copyright 2015 SparrowHawk Consulting Company, Inc.
Name
Gender
Age
Work/Professio
n
Skills/Activities
Associations
Hobbies
Native Philanthropy Institute 2015
9
Now What?Plan a brainstorming session with Board and
staff to identify candidates for Board membership
Develop a Board Recruitment package
Interview prospective candidates and name new Board members
Update or create your Strategic Plan
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
10
When interviewing keep in mindDoes the candidate bring:explicit assurance regarding
the amount of time they are willing and able to commit
an understanding and commitment to the mission your clinic serves
the ability to feel comfortable speaking up along with the ability to listen to other’s opinions
the capacity to disagree with a board decision but to support the decision and organization once the vote has been cast
Others?
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
11
Special Characteristics for Your Board?Expertise in the your programs and servicesAwareness of other related organizations in
the area and ability to network with themExperience fundraising, and/or the ability to
tap into high-dollar donorsAbility to be/think “entrepreneurial” in
providing for your services
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
12
Keeping the Board MotivatedWho’s Job?
Ideas that Work!Board motivation is a
shared responsibility of board leadership and staff. For example:Staff ensures effective
care and feeding of board members
Board leadership takes responsibility for checking in with absent or less-than-engaged board members
Be sure there is a Board Committee for Board Recruitment and Development
Allocate a portion of each board meeting to updating members on your organization
Acknowledge every board member’s contribution!
Thank 7 times!Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
13
Board First Aid Make a “board check-in”
an early part of each meeting
Determine the impediments to efficiency
As needed, make the issue the basis for a special meeting of the board or an agenda item
Be prepared to use technology to help (Skype, etc.)
Steps to take when the Board is not operating at “maximum efficiency”
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
14
Strategic Planning“Strategic planning is an approach that asks most
institutions to be more intentional and more
organized than they have been in the past.”
Kent E. Dove
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
15
What Major Funders Want to to Know
Paul G. Allen Family Foundation:“Describe how your organization has planned for
this project. How has your planning shaped this proposal?”
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
16
Bush Foundation-Native Nations Our approach to working with these nations
is grounded in Native nation rebuilding, the idea that Native nations have a dramatically better chance of achieving their goals if they have governments that
are culturally legitimate,exercise sovereignty effectively,set long-term visions,have public spirited leaders andbuild institutions to implement these ideals.
Native Philanthropy Institute 2015
Copyright 2015 SparrowHawk Consulting Company, Inc.
17
Key Components of a Strategic Plan
Environmental Assessment or ScanSWOT AnalysisMission and Vision ValuesGoalsObjectivesAction Plans
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
18
What You GainA clear sense of direction for board members and
staff
A detailed plan to assist board members and staff develop personal work plans
A blueprint for creating a fundraising plan to secure resources needed
An excellent framework for grant requests and community solicitations
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
19
Next StepsIdentify training needs and develop a Board
training plan
Create a fundraising plan to support your goals and objectives
Put your newly strengthened infrastructure to work to implement a comprehensive approach to fundraising
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
20
A Comprehensive Approach to Fundraising
Annual Fund Individual Donor
Development Special Events Major Gifts Corporate/Foundation
Relations Planned Giving Endowment Capital Campaigns Earned Income
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015
21
Thanks!SparrowHawk Consulting Company, Inc.
The Key to Resources for Your Future!800-398-9048don@sparrowhawkco.comwww.sparrowhawkco.comwww.donchalmers,wordpress.com
Copyright 2015 SparrowHawk Consulting Company, Inc.
Native Philanthropy Institute 2015