Certificate in Nonprofit Leadership

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CNLD Schedule

Workshop Objectives  

Workshop 1: The Role of Nonprofits and their Board Members
Workshop 2: Human Resources and Volunteer Management 
Workshop 3: Project Management 
Workshop 4: Strategic Planning
Workshop 5: Program Assessment and Financial Considerations
Workshop 6: Risk Management for Nonprofits
Workshop 7: Organization and Management   
Workshop 8: Resources – Grants, Fundraising and Development

Each workshop will take place on the second Thursday of each month, October  through May, from 8:00 a.m. to 11:30 a.m. on the Viterbo University campus.  


 Workshop #1: The Role of Nonprofits and their Board Members 

  • Develop insight into what it means to be a nonprofit organization
  • Examine the different roles and types of nonprofits
  • Understand civic engagement through service to nonprofits
  • Learn what it means to be a board member/trustee/fiduciary
  • Evaluate whether to accept an offer to serve on a nonprofit board
    • Questions to ask the nonprofit
    • Questions to ask yourself
  • Develop frameworks for understanding common governance issues
    • Roles of nonprofit boards - being prepared, asking the tough questions, and holding executives accountable
    • Roles of nonprofit executives - leading toward the mission
    • Dual roles of nonprofit boards and executives to make strategic choices that will lead to greater mission achievement and to advocate for those being served by the work of the nonprofit organization
    • Successful board-executive relationships: proper separation of duties
    • Different roles on the board: officer positions
    • Board member engagement
  • Gain awareness of available related resources


Workshop # 2: Human Resources and Volunteer Management

  • Discuss human resource processes and practices in both formal and informal nonprofit organizations
  • Learn how human resource issues in nonprofit organizations differ from those in public and for-profit organizations
  • Develop techniques to recruit qualified staff and volunteers
  • Understand what motivates, inspires, and engages your volunteers
  • Learn specific techniques for managing staff and volunteers
    • Human resource management processes and systems for both staff and volunteers
    • Dimensions of individual and organizational diversity and their implications for effective human resource management
  • Utilize performance management tools and practices as a means to drive staff commitment, development and results
    • Annual and periodic reviews
    • Professional and personal development commitments
    • Resources available to effectively develop staff
    • Performance and behavioral expectations for your organization
    • Dealing with non-conformance
    • Recognition practices to drive commitment, development and results
  • Identify and analyze pertinent legal issues
    • Legal rights and obligations of directors, trustees, officers and members of nonprofit and voluntary organizations
    • Liability issues faced by volunteers in Wisconsin
    • Agency law considerations
    • Issues related to directors and officers liability – duties of care and loyalty
    • Key concepts of relevant insurance coverage – premises, liability, D&O, comprehensive, etc…



Workshop #3: Project Management

  • Understand the roles of organizational planning and project management
  • Gain practical knowledge of how to identify, assess, and formulate appropriate plans
  • Become familiar with project selection methods (considering budget and other constraints)
  • Identify and manage the “triple constraints” (schedule, budget, scope, quality)
  • Broaden your understanding of the five phases of project management (initiation, planning, execution, monitoring and controlling, closure)
  • Gain insight into the nine project management knowledge areas (project integration management, project scope management, project time management, project cost management, project quality management, project HR management, project communications management, project risk management, project procurement management)
  • Gain useful project management tools and templates (project definition document, work breakdown structure, network diagram, earned value management, risk management, etc.



Workshop #4: Strategic Planning

  • Discuss strategic management and organizational planning, including ways to identify, assess and formulate appropriate strategies
  • Understand interconnectedness of strategic planning, budgeting, and operational decisions
  • Understand the board’s role in annual planning
  • Develop skills in strategic thinking and management, organizational planning, and project management, including the ability to identify, assess, and formulate appropriate strategies and plans
  • Learn processes for developing and updating mission and vision statements
  • Discuss differing approaches to environmental analysis, SWOT, PESTEL, Porters Five Forces, and Force Field Analysis
  • Understand how to create action plans and monitor progress on them
  • Learn techniques for including stakeholders in the development of plans
  • Learn how to disseminate strategic plans to drive engagement and build performance expectations
  • Begin discussion of how to implement and evaluate the strategic plan



Workshop #5: Accounting and Financial Considerations

    • Organizational assessment and evaluation
      • Develop meaningful measurement systems to evaluate organizational performance
      • Evaluate performance at both organizational and programmatic levels
      • Evaluate chief executive and the board (individually and collectively)
      • Develop meaningful assessment survey instruments
      • Understand the data and discover trends
      • Analyze quantitative and qualitative data to improve services
      • Dashboard of key performance indicators
        • Measure financial revenues and expenses
        • Measure quality of service
        • Analyze levels of efficiency and productivity
        • Measure and understand service outcomes
  • Financial Management
    • Gain an understanding of financial management including financial planning and budgeting, management of cash flows, short- and long-term financing, and endowment management policies and practices
    • Analyze the balance sheet -- what story does it tell?
    • Discuss common financial issues -- are assets and liabilities good or bad?
    • Gain better understanding of the debt/equity ratio – what does it say about an organization’s financial health?  Where do I find the debt/equity ratio on my organization’s balance sheet?
    • Learn how to best analyze Profit and Loss Statement – what red flags should I be looking for?
    • Learn to analyze your organization’s funding sources? Does it come from many different sources, or just a few big contracts? Why is this important?
    • Develop better skills in the area of budgeting and cash flow analysis - what story does the budget tell? How often should the board review the budget throughout the year?
  • Audit Function
    • Understand the role of the treasurer and board as it relates to audits.
    • Explore best practices related to quality assurance
    • Learn to spot opportunities for improvement
    • Discuss risk assessment from different perspectives
  • Taxes
    • Differentiate the taxes nonprofits pay from those they are exempt from paying
    • Develop understanding of IRS Form 990, including the board’s responsibility in ensuring its accuracy
    • Examine Form 990 for questions that need the board member’s special attentio

Workshop #6:  Risk Management for Nonprofits   

  • Volunteer risk management
  • Financial risk management
  • Loss prevention and financial controls
  • Risk assessments
  • Board involvement in managing risk
  • Insurance issues


Workshop #7: Organization and Management

  • Learn proven techniques to improve your nonprofit’s approach to teamwork and group dynamics and their implications for supervision, staff development, and organizational performance
  • Discuss the role, value, and dynamics of multiple stakeholders and networks in carrying out activities and fulfilling the mission
  • Explore organizational theories and behavior as they apply to nonprofit and voluntary organizations including issues of work design and implications of operational policies and practices
  • Learn what motivates, inspires, and engages your volunteer
  • Determine the proper structure to maximize organizational capacity
  • Identify the characteristics of effective and efficient board and committee meetings



Workshop #8: Resources – Grants, Fundraising, and Development  

  • Discuss various ways that nonprofits raise money, including the different sources of revenues in nonprofit organizations, the strategic choices and issues associated with each type of revenue, and the methods used to generate these revenues
  • Hear from experts about different ways to engage board members in fundraising
  • Explore the various forms and structures in and through which organized philanthropy occurs
  • Analyze components and elements of a comprehensive fund development process
  • Gain an understanding of the relationship between and among philanthropic gifts and grants, earned income, and government funding, and how they influence fulfillment of an organization's mission
  • Explore how your nonprofit can improve the diversification of revenue sources
  • Learn how to accurately determine the expense of fund raising
  • Understand how to budget for a development office and/or campaign and how to set reasonable outcomes for the same
  • Determine how a nonprofit's mission and programs align with the interests of the donor
  • Learn how to professionally communicate with benefactors
  • Discover the various fundraising strategies, such as annual appeals, special events, non-cash contributions, major gifts, capital campaigns and planned giving
  • Explore recent and emerging trends such as social enterprise, micro-enterprise, and entrepreneurship, and their implications for nonprofit performance and mission achievement
  • Gain an understanding of Integrated Marketing Communications (IMC)
    • Learn to apply marketing principles and techniques in philanthropic and nonprofit settings, including the dynamics and principles of marketing “mission” in a nonprofit context
    • Discuss the link between marketing theories and concepts and their use in nonprofit organizations