Oct
23
12:00pm12:00pm

The One-Page Strategic Plan

Pack a lunch and join us to learn about a practical one-page approach to strategic planning and execution! This approach, often referred to as A3 planning, can serve as a storyboard for your organization’s strategic plan. It can provide historical context through shared accomplishments, challenges, key learning, and available resources. It can also capture action steps, learning, and responses to learning as you move forward.

The A3 is a tool that, when used properly, fosters understanding and dialogue, leads to good organizational decisions, and supports all levels of staff to experiment, learn, and overcome challenges. The benefit of using A3 plans rather than traditional strategic plans is that they are created by and followed as a group, and can be easily posted and updated. A3’s are created out in the open, and are living documents.

In this workshop, you will quickly be introduced to the why, what, and how of the A3 planning process, and then spend the majority of your time practicing the process using content from your own work. You will populate the A3, share your work in small groups, and give and receive feedback to support the learning of you and your peers.

This workshop will include approximately 25% presentation of the subject matter and 75% guided active engagement by participants.

This session will provide value to:

  • Leaders at any level of your organization

  • Aspiring leaders or change champions

  • People looking for processes that support healthy cultures

  • People looking for new tools to aid the planning process

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Oct
26
10:00am10:00am

Collaborative Mindsets

Busting silos and working better together is absolutely essential to making progress on our toughest community challenges. But, working together is hard, and the biggest obstacles to collaboration are also the most invisible and difficult to change - our own mindsets. The very mindsets that have led to our individual and organizational success can actually work against us when we try to work more collaboratively. During this session we will explore what these mindsets are and experiment with some techniques to retrain our brains to be better partners.

Freya Bradford has worked for nearly 20 years to help organizations, governments and networks increase their capacity to learn from and adapt their work to make a greater social impact. She has been a member of the NorthSky Consultant Network since 2008 and served as the Rotary Charities Learning Officer since 2014. Most often she consults with clients wishing to develop theories of change or measurable goals and action plans, evaluation and learning plans and data collection tools, or analyze results and uncover actionable patterns and themes in data. Freya also has a long history in working with clients to secure government and foundation grant funding.

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Oct
30
12:00pm12:00pm

Better Stories by Design: Crafting Narratives that Stick

Story is the basis of human connection. Nothing was ever designed that didn’t start with a story: a product, a society, a movement. And the best stories, the ones we tell over and over again, contain a basic structure that makes them “sticky” - they interrupt, surprise, convict and spur to action. Storytelling is an art, for sure - but like any other artistic endeavor, it takes a process and good work to begin developing stories. The goal is to create common landmarks around an issue or idea that help to influence behavior. The focus of our discussion will be as much about preparing the storyteller(s) as it will be about developing the components of the narrative.

Pack your lunch and join us for the first step in creating your best story! This session will include a presentation of Mark’s perspective and experience with storytelling: on the elements that make a good story, and a process for unlocking the stories that already exist within your culture. We will also work together in pairs to help create the basic structure of each other’s stories.

An experience and systems designer, Mark has been working in human-centered design for over 30 years. His work helps clients understand all aspects of a given customer journey, empowering staff to deliver an experience that’s clear, relevant and human.

He previously spent 13 years as president of a world class environmental graphic design firm, where he was the lead strategist for diverse healthcare, higher education, civic, corporate, trails and tourism institutions throughout North America. Since July 2016, Mark has worked as a NorthSky consultant with Rotary Charities, a design resource to the Youth Homelessness Demonstration Project, and a strategic consultant to SEEDS, Groundwork and the Housing Partnership among other non-profit clients.

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Nov
1
9:00am 9:00am

5 Languages of Appreciation in the Workplace

A highly engaged team emerges when each person gives and receives deliberate, individual encouragement. The 5 Languages of Appreciation in the Workplace Training equips managers, supervisors, volunteer coordinators and teams with proven, practical steps to build a positive culture of value and affirmation. If you work with other people in any way, this program is for you!

Participants will:

  • Establish a current appreciation score and set an improvement aspiration score

  • Learn to effectively communicate appreciation to teammates in ways most meaningful to the recipient

  • Gain the necessary skills for practical and immediate application of the 5 Languages

  • Increase understanding of each other’s differences (this training is a strong complement to personality profiles like DISC, Kolbe, Myers Briggs, StrengthsFinder, etc.)

  • Reduce cynicism, sarcasm, and distrust—among co-workers and toward leadership

Results to expect:

  • A more productive and enjoyable work environment for all

  • Improved employee retention due to higher employment satisfaction that results from effective, personal appreciation

  • Savings of time, energy, and expenses through more effective appreciation that reduces attrition

Workshop elements:

  • Each participant completes the Motivating by Appreciation Inventory (an online tool that takes 20 minutes to complete prior to training)

  • Large group learning through brief instructional videos and guided exercises, followed by facilitated small group discussions to explore concepts and share ideas

  • Participant guides provided for use throughout the workshop and for later reference

Becky Staal is a Certified Facilitator for Appreciation At Work, and a Founding member of the John Maxwell Coaching and Teaching Team. She shares the 5 Languages of Appreciation with individuals, teams, and organizations throughout West Michigan.

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Nov
6
to Nov 9

The Fund Raising School- Principles & Techniques of Fundraising

PLEASE NOTE This session runs for four days*:

  • Monday, November 6 (8:30AM - 5:00PM)
  • Tuesday, November 7 (8:30AM - 5:00PM)
  • Wednesday, November 8 (8:30AM - 5:00PM)
  • Thursday, November 9 (8:30AM - 5:00PM)

*Participants must attend all four days to receive a certificate of completion for this session.

This is the Trademark Course for the Lilly Family School of Philanthropy  at Indiana University Purdue University: The Fundraising School - The Definitive Training Program for Fundraisers

Instructors: Susan Rozzi and Carole Pence

Recognized internationally, Principles & Techniques gives you the foundation and inspiration to lead your nonprofit to its financial goals. It provides you with the framework for operating a successful total development program. It is an intensive four-day, A-through-Z training program that is the basis for the rest of the School's courses.

You'll Learn How To

•Identify and validate prospective donors
•Manage the fundraising process
•Use research to match a donor's interests & needs with your nonprofit 's mission and goals
•Build an annual fund donor base that keeps on giving
•Manage the process of raising money
•Recognize planned giving benefits to your donors and to your nonprofit
•Structure a successful solicitation
•Respond to challenges and ethical dilemmas with professional skill.

What You'll Receive

•On flash drive, a comprehensive 700-page Study Guide plus an accompanying workbook
•Gift club ideas
•Board Strengths Inventory
•Donor evaluation forms
•Invaluable bibliography from the Lilly Family School of Philanthropy at Indiana University
•Formulas for establishing best-practice benchmarks
•A chance to network and build long-lasting, cross-mentoring relationships with other professionals.

Principles & Techniques of Fundraising is a required course for the IU’s Certificate of Fundraising Management, and an excellent precursor to NorthSky’s Fund Development Cohort with Beth Stoner-Wiegand (offered next in Jan-Feb 2018). To learn more about IU’s Certificate of Fundraising Management, visit https://philanthropy.iupui.edu/professional-development/certificates/fund-raising-management.html.

Registration closes October 23, 2017

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Nov
13
12:00pm12:00pm

Salesforce: It’s more than a Donor Management Tool

We all need to track donors in a centralized system, but why not the volunteers who support us, individuals who come to work with us, or participants in our programs and events? Wouldn't it be great to collect this data into one centralized place? You can effectively track the experience, commitment and interests of your volunteers and other supporters - and you might even realize that some of these people are also your biggest donors!

Salesforce is a flexible database platform that can be used by nonprofit organizations to track their donors, donations and other income, clients, volunteers and any other data an organization might desire to track and understand. Pack a lunch and join us to learn how Salesforce can be a central repository for all the data your organization collects and analyzes.

Ashima Saigal is a Salesforce MVP, a Certified Salesforce Developer, a Sales Cloud Consultant and the Administrator and Founder of Database Sherpa, a consulting firm that specializes in guiding nonprofit organization through managing transitions to Salesforce.

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Nov
15
12:00pm12:00pm

Crowdfunding 101

Thinking about trying out “crowdfunding”? This session will cover what types of projects are a best fit for donor and rewards crowdfunding and review legal aspects and best practices for running a crowdfunding campaign. Pack a lunch and join us to learn about project feasibility and planning, identifying a platform, network and marketing strategy, campaign implementation and follow up. Presenter Kate Redman is an attorney with Commonplace Law, which specializes in nonprofit legal issues.

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Nov
29
9:00am 9:00am

Community Panel: Systems Practice Course

Some problems persist despite all of our best efforts to solve them. These are wicked problems like homelessness, poverty, climate change, obesity, and food security. With complex problems like these, our traditional ways of seeing and solving problems don't work and can even unintentionally make problems worse. Rotary Charities is actively learning how we can adapt our approach to inspire and support work that is aimed at making core impact within complex problems. With Rotary Charities technical support, teams of peers have been taking an online course through the Omidyar Group and +Acumen, Systems Practice: An Approach to Move from Impossible to Impact. They have learned to:

  • See complex systems in a new way;

  • Find patterns;

  • Identify places where a small change can have a big system impact; and

  • Design experiments that will move toward a healthier state of the system.

They are eager to share what they've learned, walk through some practical tools and discuss with the audience how this practice could be leveraged more broadly in this region.

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Dec
1
12:00pm12:00pm

Data and Information Sources for Nonprofits

Would you like to know where to find data to weave into your grant proposals, reports, planning processes and organizational operations? Pack a lunch and join us for this workshop designed to acquaint you with a variety of resources where you can find data and other information to support your work. We will explore such resources as the U.S. Census, Center for Disease Control, Bureau of Labor Statistics as well as state and local information. Participants will be asked about types of data or information they would like to find prior to the workshop, and select examples will be highlighted in the workshop.

Jennie Berkson is an information research professional with over twenty years of experience in urban, suburban and rural public libraries and more than ten years reporting on complex issues in public secondary education for The Roundtable newspaper in Evanston, Illinois. She has established a consulting practice focusing on acquiring, analyzing, editing and presenting information to organizations to assist them to further their missions and enhance their effectiveness.

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Dec
4
to Dec 11

Nonprofit Board Governance: The Basics a Board Needs to Be Effective

  • NMC University Center, Room 7 (map)
  • Google Calendar ICS

THIS IS A TWO-DAY COURSE OFFERED ON DECEMBER 4 & 11, FROM 12:00 - 1:30 PM.

Are you a new board member at one of our area nonprofits, or are you part of a board that is confused about their roles and responsibilities? Are you an Executive Director that has recently inherited a new board of directors that you would like to align around your organization’s goals? Would you like to update your board orientation to ensure new board members are confident about both their fiduciary duties and how to be an ambassador of the organization’s mission?

This two-part series for board members and Executive Directors explores these questions and provides you with tools to keep your board excited about their role in your organization. Learn how to engage your board by identifying the life cycle of the nonprofit. Motivate your board to achieve the goals of your organization’s strategic plan.

On the first day, we will view a video on why passion is not enough for a governance board to be effective. Then we will discuss the phases of an organization’s growth to help you explore your agency’s current phase in its life cycle. To close out the day, participants will begin learning about the basic roles and responsibilities of board members.

On the second day, participants will learn about more complex roles and responsibilities of board members. We will also explore and share common pitfalls and best practices. Finally, the workshop will end with an activity about the best questions to ask your board members to motivate them and reignite their engagement.

After attending this series, participants will understand:

  • Common pitfalls of an ineffective board

  • Best practices of an effective board

  • How to share this knowledge in a way that will cultivate a healthy relationship between the board and the Executive Director

Please feel free to bring your lunch for this interactive series of Break for Lunch workshops!

Julie Ann Rivers-Cochran, MSW has worked for over eighteen years in the nonprofit sector, most recently serving as the Senior Advisor to the CEO/President of the Florida Coalition Against Domestic Violence (FCADV). At FCADV she worked closely with Florida’s 42 certified domestic violence programs to ensure optimal service provision based on the diverse needs of each local community. She also supported each centers’ Chief Executive Officers and Board of Directors with training, technical assistance, and capacity building on issues such as governance; board recruitment; mission-driven program and policy development; and, grant acquisition and management. Julie Ann recently founded Blackbird Nonprofit Consulting where she is focusing on her passion of working with boards to help them understand their governance role and build engagement. Julie Ann holds an Executive Certificate in Transformational Nonprofit Leadership from Notre Dame University and a Master's in Social Work from Florida State University.

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Dec
6
to Dec 13

Employee Handbook Workshop: The Legal Basics for Small 501(c)(3) Nonprofit Organizations

THIS IS A TWO-DAY EVENT: DECEMBER 6 & 13, FROM 1:00 - 4:00 PM.

If you are a small 501(c)(3) nonprofit that has been meaning to develop or update an employee handbook, this workshop series is for you! Over two sessions, we will walk through an example employee handbook for small organizations (fewer than 10 employees), including review of the applicable legal rules and best practices for compliance. Participating organizations will receive a template handbook with suggested language to tailor the handbook to their organization’s needs. Each session will include 1 hour of workshop time for participants to work on their handbooks. Organizations interested in personalized legal advice can schedule additional one-on-one time at a heavily discounted rate. Presenter Kate Redman is an attorney with Commonplace Law, which specializes in nonprofit legal issues.

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Oct
19
10:00am10:00am

Introduction to Adaptive Leadership

Adaptive Leadership is a practice of risk-taking and challenging “the way we’ve always done it” to facilitate positive change. It goes hand-in-hand with authentic leadership, an approach that anyone, regardless of title, can take on.”

- Ron Heifetz author of The Practice of Adaptive Leadership

This introductory session to Adaptive Leadership will provide you with an understanding of the mindsets and tools necessary for becoming an adaptive leader. Together, we will explore why agility and adaptive capacity is most essential for effective leadership today.

Lucille Chrisman is a Certified Executive Coach with over 30 years experience working with leaders, management teams, and organizations, helping them gain clarity, focus and action in reaching personal and professional goals.

As Vice President of Public Affairs and Executive Director of Development, at Saginaw Valley State University, along with Associate Director of Philanthropy for The Nature Conservancy, Lucille has a deep understanding of challenges of nonprofit leaders. In addition to her nonprofit leadership, she also experience as a for-profit leader, conducting customized corporate trainer programs within the US through the American Management Association. Lucille has been a full time professor at CMU and SVSU, teaching Effective Communications, Business Communications, Small Group Communication and Organizational Leadership.

Lucille is a certified coach from The Coaches Training Institute and is a member of the International Coaching Federation.

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Oct
9
1:00pm 1:00pm

Funders Panel

Join us for our new Funders Panel to learn directly from funders about their foundation’s priorities, trends in grantmaking, advice for developing projects with impact and tips for writing successful grant proposals. Each funder will provide a brief overview of their foundation, followed by a question and answer period with the audience. Panelists will include: Barb Benson, The Art and Mary Schmuckal Family Foundation Phil Ellis, Grand Traverse Regional Community Foundation Kathy Huschke, Oleson Foundation Jill May, Impact 100, Chris Warren, The Les and Anne Biederman Foundation

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Sep
25
12:00pm12:00pm

Legal Aspects of Fundraising & Gift Acceptance

Pack your lunch and join us to review the basic legal rules around fundraising and gift acceptance for 501(c)(3) nonprofit organizations, including the ins and outs of donor acknowledgements. You will receive template donor acknowledgments and fundraising and gift acceptance policies. Presenter Kate Redman is an attorney with Commonplace Law, which specializes in nonprofit legal issues.

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Sep
21
12:00pm12:00pm

Crafting the Perfect Year-End Appeal Letter

There is nothing more important to achieving the highest return on year-end giving than crafting and deploying the perfect year-end appeal. It’s as much science as art. Learn the key components necessary to make your year-end letter sing. Be sure to bring your lunch, and bring along samples of your recent letters if you have them!

Christopher Cox is a marketing and non-profit consultant that works primarily with mission driven organizations and small to medium sized businesses throughout the mid-west. He is a frequent speaker and specialist in the areas of strategic planning, fundraising and development, sustainability, capacity building, board governance, motivation leadership and organizational development.

In addition to undergraduate and graduate degrees, he holds a Certificate in Fundraising Management (CFRM) and Executive Certificate in Religious Fundraising (ECRF) from Indiana University's Lilly Family School of Philanthropy.

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