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2004 Resources of the Week

December 19, 2004 - January 1, 2005

Social Enterprise Reporter Newsletter Debuts Online

According to Tom White, Editor and Publisher of the recently launched Social Enterprise Reporter Newsletter, the goal for the Reporter is "to provide a professional gathering place for nonprofit managers and directors who want to share innovative business ideas for developing earned-income ventures. More nonprofits are looking to diversify revenues without selling out--the Reporter will help them to improve both their financial returns and social impacts." Features and articles in the premiere issue include:

bullet The lead cover story, by Fast Company contributing writer Cheryl Dahle, takes a new look at how Juma Ventures' Ben & Jerry's PartnerShops and Rubicon Bakery have improved their double-bottom line with innovative solutions to training and staffing challenges.
bullet Profiles of social entrepreneurs, including Wendy Baumann, President of the Wisconsin Women’s Business Initiative Corporation, and Boku Kodama, Executive Director of the Oakland, CA-based UrbanVOICE vocational training program.
bullet Marketing principles from Jerr Boschee, Executive Director of The Institute for Social Entrepreneurs.
bullet A social enterprise diary by consultant Warren Tranquada, detailing revenue diversification strategies at the Grantmakers for Effective Organizations.
bullet Social enterprise book reviews, news briefs and event listings.

The entire content of the first issue is available for free. Future issues will contain premium content available only to paid subscribers. Charter subscription rates are -- institutions (multi-user license): $55; individuals: $47; student/low-income: $23. Go to: sereporter.com.

December 12 - 18, 2004

Groups Really DO Work

This resource, located on the website of the University of Maine Cooperative Extension, is a clearly written basic introduction to organizing a group and exploring the transition to nonprofit and or tax- exempt status. Topics include weighing the advantages of incorporation and tax exempt status, choosing the right structural form, a glossary of key terms, and links to other resources for writing bylaws and other organizational documents and developing an ongoing board of directors.

 Go to: www.umext.maine.edu

December 5 - 11, 2004

The Multiple Roles of Nonprofit Boards: A Resource List

An engaged and effective board of directors is key to a nonprofit organization's success. This comprehensive resource list compiled by the Foundation Center is organized according to the multiple roles board directors play in their organizations—as leaders, planners, stewards, fundraisers, and partners. It includes citations to selected works from the Foundation Center's bibliographic database, Literature of the Nonprofit Sector Online. For a complete list of citations on board-related topics, you can search LNPS using “board members” or “nonprofit organizations”, “administration” and other suggested subject headings: fundraising—administration, nonprofit organizations—collaboration, nonprofit organizations—finance, and strategic planning. Go to: fdncenter.org

November 21 - December 4, 2004

Nine Keys for Reinvigorating Board Leadership

More than a million nonprofit boards can be found across the United States. Many do not reach their potential because of poor leadership. Often warning signs indicate that a board is not functioning properly. This article, as appeared in Association Management Magazine, includes keys ways to reinvigorate your board and get back on track. Go to: www.tccgrp.com

November 14 - 20, 2004

Alliance for Nonprofit Management 2004 Conference Report

The 2004 Alliance Annual Conference focused on "Empowering the Nonprofit Sector."  The event drew more than 500 leading nonprofit professionals, including technical assistance providers, grantmakers, researchers and managers, to focus on ways to improve quality in nonprofit management for greater impact and power.

The conference featured more than 40 sessions, sixteen different full and half-day workshops for in-depth learning, and 120 top-rate presenters who shared their insights on topics ranging from nonprofit advocacy and collaboration to scenario planning and fundraising.  Rated by participants as one of the most useful and engaging conferences in the nonprofit sector, this event brought participants multiple returns in networking, learning and growth.  To download a copy of the conference report, go to: www.allianceonline.org

November 7 - 13, 2004

BoardSource E-Books

BoardSource free electronic books are a compilation of publications that BoardSource has found popular through the years, and has chosen to offer as an electronic resource to the nonprofit sector. BoardSource offers these selected free e-books for the public and for BoardSource members only. Titles available to the public include: All Hands on Board,

Starting a Nonprofit Organization, History of Nonprofit Boards. Other titles are available to BoardSource members. Go to: www.boardsource.org

October 31 - November 6, 2004

CharityUniversity -- Nonprofit Training

CharityUniversity is a project of CharityChannel, a volunteer-driven community of tens of thousands of nonprofit/NGO-sector professionals established in 1992. 

CharityUniversity held its first class September 3, 2004 and is rapidly increasing its class offerings.  It provides nonprofit/NGO professionals the opportunity to measurably increase their professional competency without having to incur the expenses of travel, hotel, and meals -- not to mention the cost to the organization or institution of time away from their post.  Classes are priced to enable nonprofit organizations with limited budgets to invest in the capacity of their leaders and workforce. 

Classes are supported with a password-protected classroom web site where registrants may download class materials prepared by their instructor, and engage in threaded discussions with the instructor and fellow registrants.  The live class, typically 90 minutes in duration, is conducted strictly by a simple toll-free telephone call from anywhere in the world via CharityChannel's toll-free worldwide teleconferencing system. Go to: two.charitychannel.com

October 24 - 30, 2004

Pillars of Accountability in the Nonprofit World

This free online assessment tool, developed by the Nonprofit Risk Management Center in cooperation with TransitionGuides, CompassPoint Nonprofit Services, and the Public Entity Risk Institute, introduces six Pillars of Accountability: Ethical Fundraising, Strategic Risk Management, Cultural Competence, Fiscal Integrity, Dynamic Programming and Leadership Sustainability. These Pillars provide a foundation for preserving and protecting the integrity of your organization.

The assessment is free and will take about 20 minutes to complete. You will be asked a series of questions about your nonprofit's operations. Then you will be given the opportunity to create an action list to strengthen the pillars supporting the success of your nonprofit. This program does more than explain the topic of accountability; it presents an easy way to get started with practical goals and action steps. Go to: nonprofitrisk.org/pillars

October 17 - 23, 2004

Board Development

Board Development, from United Way of Canada, focuses on board training, accountability and governance. This site is designed to be a one stop site to improve accountability and governance with checklists, forms, documents, tools, resources, and training on many topics. It also contains links to help with the training of staff and board members. Go to: www.boarddevelopment.org

October 10 - 16, 2004

Guide for Board of Directors: "All Hands on Board"

“All Hands on Board” is a basic guide for board of directors of all-volunteer organizations (AVO.  Examples of AVOs include such organizations as youth and adult sports leagues, neighborhood associations, hobby groups and self-help groups. This publication explains the two types of responsibilities that AVO boards have and provides a checklist that helps assess the performance of the board.  To download the guide for free as a .pdf file, go to: www4.compasspoint.org

October 3 - 9, 2004

Profiles of Nonprofit Assessment Tools

The Upstate Alliance has created a chart summarizing information about 20 assessment tools that are widely available to nonprofits. Various factors determine which tool might be most helpful for a specific nonprofit, including the organization's age, size, services, available resources, reasons for undertaking assessment, and more. This website can help identify tools most likely to suit your needs. Information on each assessment tool includes an overview, availability, cost, complexity, estimated completion time, use within the organization, when is it useful (organization size and lifecycle) and a link to the assessment tool.  Go to: www.upstatealliancenp.org

September 26 - October 2, 2004

Mission & Market: The Resource Center for Effective Corporate-Nonprofit Partnerships

A service of Independent Sector, the Center aims to provide the resources nonprofit and corporate executives need to help them build effective partnerships that enhance both mission and business goals—and serve to build the public trust for the nonprofit sector as a whole. Go to: www.independentsector.org

September 19 - 25, 2004

Nonprofit Management Training Presentations

Complete presentation packages, prepared by the Faculty and participants of the Master in Not-for-Profit Leadership Program at Seattle University, are provided at this site in Adobe Acrobat PDF format. Each package comes complete with a script, originals for hand-outs and ready-to-use transparencies.

The presentation text is based on the curriculum of the Not-for-Profit Leadership Program at Seattle University. The subjects were chosen by the faculty in consultation with alumni and current students. The topics focus on strengthening key factors for success in nonprofit organizations. There is no charge. Cooperation with the evaluation process is expected. Go to: www.seattleu.edu

September 12 - 18, 2004

Community Wealth

CommunityWealth.org is a centralized, online resource and dialogue about community wealth. Topics such as nonprofit/for-profit partnerships, cause-related marketing, social entrepreneurship, venture philanthropy and nonprofit business ventures are explored.

Go to: www.communitywealth.org

September 5 - 11, 2004

Partnership Self-Assessment Tool 2.0

This easy-to-use, web-based Tool gives a partnership an exciting new way to assess how well its collaborative process is working and to identify specific areas for its partners to focus on to make the process work better. The Tool is provided at no charge by the Center for the Advancement of Collaborative Strategies in Health at The New York Academy of Medicine with funding from the W. K. Kellogg Foundation.

The Tool utilizes state-of-the-art on-line questionnaire technology to collect partnership members' perspectives about several aspects of the partnership's collaborative process. This information is analyzed by the system, which then generates a report that describes the strengths and weaknesses of the partnership. The Tool can be used to track partnership progress over time. The partnerships that have used the Partnership Self-Assessment Tool since its launch in 2002 have found it very useful. Go to: www.partnershiptool.net

August 29 - September 4, 2004

Organizing an Effective Nonprofit

Grantmakers for Effective Organizations, an affinity group of the Council on Foundations, defines an effective nonprofit as one that has "the ability to fulfill its mission through a blend of sound management, strong governance, and a persistent rededication to achieving results." Establishing a nonprofit organization requires a full understanding of the key characteristics that will be important to future funders. They include a vital mission, clear lines of accountability, adequate facilities, reliable and diverse revenue streams, and high-quality programs and services.

This tutorial, located on The Foundation Center’s Learning Lab describes 12 tasks you will need to accomplish as part of the process of establishing a nonprofit organization:

Go to: fdncenter.org

August 22 - 28, 2004

What If?  The Art of Scenario Thinking for Nonprofits

What If? The Art of Scenario Thinking for Nonprofits (July 2004), published by the Global Business Network aims to better prepare nonprofit leaders for the future by familiarizing them with scenario thinking. Scenario thinking is a tool for motivating people to challenge the status quo, or get better at doing so, by asking "What if?" Asking "What if?" in a disciplined way allows you to rehearse the possibilities of tomorrow, and then to take action today empowered by those provocations and insights. What if we are about to experience a revolutionary change that will bring new challenges for nonprofits? Or enter a risk-averse world of few gains, yet few losses? What if we experience a renaissance of social innovation? And, importantly, what if the future brings new and unforeseen opportunities or challenges for your organization? Will you be ready to act?

The material presented in this publication derives from the institutional knowledge of Global Business Network and from GBN's multi-year partnership with the David and Lucille Packard Foundation's Organizational Effectiveness and Philanthropy Program, launched in early 2001 with the goal of raising awareness of scenario thinking among nonprofits. This guide is available for download at no charge. Go to: www.gbn.com  

August 15 - 21, 2004

Financial Management Practices

National Arts Strategies (NAS) investigated financial management at leading arts organizations to understand how their practices could be used across the arts sector. With funding from The James Irvine Foundation, NAS developed a framework and publication that you can use to assess your nonprofit’s approach. The key findings and recommendations are applicable to all nonprofits. The report is now available online. To download a .pdf file, go to: www.artstrategies.org

August 8 - 14, 2004

Tools of the Trade:  Cultural Competency Assessment Tools

The Vancouver Ethnocultural Advisory Committee of the Ministry of Children and Families has created a set of definitions and tools intended to assist community-based agencies of all sizes in becoming more culturally competent. Though the resource has been designed for Vancouver area agencies, other organizations concerned about cultural competency of program staff will find it useful. The tool includes definitions and principles of cultural competence, approaches to developing program policies and procedures, and many other resources that may be relevant to a wide range of nonprofit organizations.  To access the tool online, visit: www.mcf.gov.bc.ca

August 1 - 7, 2004

The MacMillan Matrix for Competitive Analysis of Programs

The MacMillan Matrix is a valuable tool that was specifically designed to help nonprofits assess their programs, especially in light of scarce resources. The matrix helps organizations think about some very pragmatic questions:

bullet How well does our program portfolio fit with our mission and vision?
bullet Are we the best organization to provide this service?
bullet What is the competitive strength of each of our programs?
bullet Are we engaged in any services which, if eliminated, would cause consumers irreplaceable loss?
bullet Are we spreading ourselves too thin, without the capacity to sustain ourselves?
bullet Should we work cooperatively with another organization to provide services?

Go to: www.allianceonline.org

July 25 - 31, 2004

Nathan Garber & Associates -- Board Development and Governance

The site provides help sheets, articles, and links to other resources on board development and governance issues including recruitment, training, evaluation, and governance models. The article Governance Models: What's Right for Your Board describes the Advisory Board Model, Patron Model, Co-operative Model, Management Team Model, and Policy Board Model. Go to: garberconsulting.com

July 18 - 24, 2004

Online Fundraising

The Foundation Center offers an introduction to basic online fundraising resources for nonprofits. Go to: fdncenter.org

July 11 - 17, 2004

The Board as Strategic Thinkers

Terrie Temkin, a consultant to nonprofit organizations, has written a series of excellent articles highlighting the role of the board as strategic thinkers. Some of them are listed here:

bullet Adjusting Your Bylaws to Promote a Strategic Thinking Board – www.nonprofitmgtsolutions.com
bullet Recruiting Strategic Thinkers - www.nonprofitmgtsolutions.com
bullet Orienting Board Members to their Responsibilities as Strategic Thinkers –
bullet www.nonprofitmgtsolutions.com
bullet Structuring Board Meetings to Maximize Strategic Thinking Boards – www.nonprofitmgtsolutions.com
bullet Strategic Plans Aren’t the Answer –  www.nonprofitmgtsolutions.com

July 4 - 10, 2004

Online Training Resource

TrainingPoint is an experimental project with the goal of creating an online resource for the nonprofit sector that is supported and driven by its community of users. TrainingPoint is a free online service for nonprofit organizations and trainers that offers users the ability to upload and download freely distributable technology curriculum. Go to: www.trainingpoint.org

June 27 - July 3, 2004

Nonprofit Organizational Assessment Tool

This 9-part Nonprofit Organizational Assessment Tool can help guide a group discussion about an organization's operations. This group discussion ideally should include board members, staff, volunteers, and service recipients, but could be used as a self-assessment tool by anyone associated with a nonprofit organization. The Assessment Tool is based on the content presented in the eight programs that made up the curriculum of the Learning Institute for Nonprofit Organizations. Strategic Planning, Resource Development, Board Development, Marketing, Financial Empowerment, Social Entrepreneurship, Volunteer Involvement, Strategic Alliances, Outcome Measurement, Learning Institute faculty contributed to various sections of the Nonprofit Organizational Assessment Tool. Go to: www.uwex.edu/li/learner

June 20 - 26, 2004

Put E-mail to Work (Without Becoming a Spam Artist)  

This article by Michael Stein, appearing in The Grassroots Fundraising Journal (January/February 2004 • Vol. 23, No. 1) provides an overview of why and how to use e-mail in your fundraising program. Nonprofit organizations of all sizes and budgets are exploring how to integrate e-mail into a comprehensive communications and fundraising strategy. Some are far along the road of doing so; others are just starting out.

Go to: www.grassrootsfundraising.org

June 13 - 19, 2004

The Dirty Little Secret of Nonprofit Boards

This article addresses a widespread problem: many board members lack basic knowledge and understanding of financial reporting. According to the author Hildy Gottlieb, “On virtually every board of every nonprofit throughout the world, there are board members who do not understand how to read a balance sheet, a profit & loss statement, or any of the other financial data boards typically review and vote on.” The article offers a number of policy and procedure recommendations to address this problem.

Go to: www.help4nonprofits.com

June 6 - 12, 2004

A Short Guide to Consensus Building

Robert’s Rules of Order is a fine way to run a formal meeting or a town hall vote, but too rigid for a business meeting where the agenda is to build consensus behind decisions. This is a freely available excerpt from the 1999 book, The Consensus Building Handbook: A Comprehensive Guide to Reaching Agreement, by Lawrence Susskind, Sarah McKearnan, and Jennifer Thomas-Larmer, and posted by the Public Disputes Program at Harvard Law School. This chapter, “Short Guide to Consensus Building,” provides a no-frills, step-by-step approach to running a creative, productive meeting, down to the level of how to invite participants who might be assuming a legal liability by attending. Go to: web.mit.edu/publicdisputes

May 30 - June 5, 2004

Free Tools for Mission-Based Management

Peter Brinckerhoff of Corporate Alternatives Incorporated has made three tools available to help you in your mission-based improvement efforts. The first is a business development template. It walks you through most of the key decisions in the business development process. The second resource is an organizational self-assessment, taken straight from Peter's Mission-Based Management Workbook and CD-ROM. The third resource is a two-way evaluation, a tool that Peter highly recommends in his management training and consultation. Go to: www.missionbased.com

May 23 - 29, 2004

Frequently Asked Questions: Strategic Planning

The FAQs (Frequently Asked Questions) listed on this site were inherited from Support Centers of America (SCA), following a merger between SCA and Nonprofit Management Association (NMA), and are now made available to the nonprofit community by the Alliance for Nonprofit Management. Go to: www.allianceonline.org/FAQ/strategic_planning

May 16 - 22, 2004

PULSE! Newsletter for Nonprofit Management and Governance

Published by the Alliance for Nonprofit Management, PULSE!  is the free bi-monthly email newsletter for nonprofit management and governance professionals.  PULSE! keeps you up to date on the latest events, research, technology and tools in the nonprofit sector. To view a sample issue and to subscribe to PULSE!, go to: www.allianceonline.org

May 9 - 15, 2004

TechFinder -- Online Directory of Nonprofit Service Providers

The Nonprofit Technology Enterprise Network (N-TEN) and TechSoup.org have partnered to create TechFinder.  A searchable online directory of over 600 service providers, TechFinder helps nonprofits identify providers for their specific needs.  Searchable categories include: Consulting; Databases; Training; E-Philanthropy and Community Technology.  For more information, visit www.techsoup.org/techfinder

May 2 - 8, 2004

Executive Transition and Capacity Building

Capturing the Power of Leadership Change: Using Executive Transition Management to Strengthen Organizational Capacity, published by the Annie E. Casey Foundation and the Evelyn & Walter Hass Jr. Fund, is the first of a series of monographs on Executive Transition Management and related topics. This 17-page report provides a step-by-step overview of the Executive Transition Management (ETM) process with case examples of the capacity building benefits of the ETM approach. It’s available online at http://www.transitionguides.com/resources/docs/cappower.pdf

A hard copy can be requested through TransitionGuides (call Melody Thomas-Scott at (301) 439-6635 or via email at mthomasscott@transitionguides.com) or from the Annie E. Casey Foundation (call Kiobie Rice at (410) 223-2935 or send an email to Krice@aecf.org).

To subscribe to Transition Leader, a free newsletter on nonprofit executive succession and transition, go to: www.transitionguides.com

April 25 - May 1, 2004

Charity Channel Newsletter

The Charity Channel offers nine free e-newsletters, over 150 email discussion groups, information on jobs, consultants, products and services of interest to nonprofit professionals.  Go to charitychannel.com.

April 18 - 24, 2004

An Introduction to Business Planning for Nonprofits

This article, as the title might suggest, is an excellent primer for board and staff leadership on business planning. The author, Zoe Brooks is with the Bridgespan Group. The article draws on Bridgespan’s experience with nonprofit clients to highlight some common steps and concerns with nonprofit business planning. Contents include: What is a business plan? Are we ready for business planning? How can I create a business plan? How can we use our business plan? The publication features a four step process for developing a business plan including a decision tree for assessing growth opportunities of each programs.  Go to: www.bridgespangroup.org

For an impressive example of business planning in the nonprofit sector see the Harlem Children’s Zone business plan. Go to: www.bridgespangroup.org/BSGweb

April 11 - 17, 2004

Free Resource Publications from Independent Sector

The Independent Sector, a national coalition and leadership forum made up of leading foundations, nonprofit organizations and Fortune 500 corporations with community involvement programs, offers information resources including updates on legislation, a publications bookstore, news of nonprofits in the media, a number of newsletters with interviews and helpful information on philanthropy, volunteering, not-for-profit initiative and citizen action. Some publications are available for purchase. There is also an extensive list of research reports available free. Go to: www.independentsector.org

April 4 - 10, 2004

Volunteer Management Capacity Survey

The findings of one of the most comprehensive studies to be conducted of volunteer management in the United States – including a look at what charities and congregations say would be helpful with their volunteer management efforts – were released today at a press conference at the Urban Institute. Conducted by the Urban Institute and supported by the USA Freedom Corps, the Corporation for National and Community Service, and The UPS Foundation, the study gives the first clear picture of volunteer management capacity among a large sample of community organizations in the United States. It shows that: most charities do indeed utilize volunteers; charities and congregations greatly value the contributions those volunteers make to improving services and cutting costs; volunteer management practices have taken root in these organizations; and many organizations want to take on more volunteers. Go to: www.nationalservice.org

Also see a commentary on the study by Susan Ellis, an expert in volunteer management at www.energizeinc.com

March 28 - April 3, 2004

Nonprofit Glossary

A comprehensive alphabetical index of terms commonly used by the charitable, voluntary sector.  The glossary was developed by The Canadian Centre for Philanthropy, a national charitable organization dedicated to advancing the role and interests of the voluntary sector for the benefit of Canadian communities. Go to: www.ccp.ca/glossary

Another glossary of key terms can be found at: nonprofit.about.com/library/glossary

March 21 - 27, 2004

e-Volunteerism: The Electronic Journal of the Volunteer Community

e-Volunteerism is a quarterly online publication, combining the best of a printed professional journal with the full potential of Internet technology. Every item in this journal is interactive, inviting you to contribute comments and additional material. At the end of the quarter, each issue is archived and indexed -- and continues to be accessible to subscribers at no additional cost. You can read the journal online, save it to your computer, or print it out on paper. Go to: www.energizeinc.com

March 14 - 20, 2004

When Businesspeople Join Nonprofit Boards

Gayle L. Gifford’s article “When Businesspeople Join Nonprofit Boards” appearing in the March 11 issue of the Nonprofit Boards and Governance Review, offers excellent advice for new board members from the corporate world. Go to: charitychannel.com

March 7 - 13, 2004

Harvard Business School Working Knowledge Newsletter

The Harvard Business School publishes HBS Working Knowledge, a weekly newsletter available at no charge. The newsletter offers information from the Harvard Business School to help you run your organization better, announcements of special programs offered by the School, the latest in management-related books and Web sites, and an ongoing provocative dialogue with Professor Jim Heskett. Articles specific to nonprofit organizations are frequently included. If you would like to receive this e-mail newsletter each Monday, simply submit your e-mail address here: workingknowledge.hbs.edu.


Once your subscription begins, be sure to click on "Social Enterprise" in the left column for past articles on nonprofit topics.

February 29 - March 6, 2004

Boards of Directors and Private Sector Fundraising: Getting Started

This article explains the importance of board involvement in fundraising, describes various aspects of resource development, and suggests appropriate division of responsibilities between board and staff. Go to www.mosaica.org to download a .pdf file.

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