Building On Success Program 2019-2021
"Celebrate Our Success" Video Recording
Handout
PowerPoint Slides
Resources
1 - Resources for Small Nonprofits
2 - After Strategic Planning, Julie Edsforth
3 - Annual Plan is Strategic Plan's Greatest Tool for Success - Accreditation Guru
Please bring the following documents to Celebrating Our Success on 9/23/21 :
A copy of your organization's Essential Strategic Plan
Action Planning Template
Welcome Inc Action Plan Sample
Welcome Inc ESP Sample
Jay Vogt Webinar #3 "Implementing Your Strategic Plan" - Click HERE
Session 4
Prework - Recommended
1. WS Success Metrics
2. WS Funding Sources
Pre-work - Extra Credit
1. WS Benchmarks
2. WS PerfData
3. WS Mission Rev Matrix
4. WS Alt Models
Session - Required
1. Task 7
2. WS Metrics for Goal 1
3. WS Metrics for Goal X
4. Task 8
5. WS Business Model
Postwork - Required
1. WS ESP One Page Template
Jay Vogt Webinar #2 Prepare for Sessions 3 and 4 - Click HERE
Session 3 Recording
Session 3
Prework - Recommended
1. WS Vision Goals
Session - Required
1. WS Vision Goals
2. Task 5, Part 2
3. Task 6
4. WS Objectives Goal 1
5. WS Objectives Goal X
Postwork - Extra Credit
1. WS Vision Goals
Session 2 Recording
Session 2
Prework - Recommended
1. WS SWOT
Pre-work - Extra Credit
2. WS Facts
3. WS History
4. WS Community Needs
5. WS Competitive Position
Session - Required
1. Task 3
2. WS SWOT
3. Task 4
4. WS Critical Strategic Issues
Postwork - Extra Credit
1. WS SWOT
2. WS Issues
Jay Vogt Webinar #1 Getting the most out of your Strategic Planning Experience - Click HERE
Session 1 Recording
Session 1
Prework - Required
1. ESP Template
2. Strategic Planning 101
3. Prework WS Guiding Ideas
Pre-work - Extra Credit
1. NAO-Equity Lens Guide-2019
2. NAO-Equity Lens Guide-Strategic Planning
3. Note About Planning and Covid
4. Note About Planning and DEI
5. Note About Planning Virtually and Remotely
6. Quick Zoom Guide for Newbies
Session - Required
1. ESP Template Editable
2. Task 1, Part 1
3. WS Values
4. Task 1, Part 2
5. Task 1, Part 3
6. WS Mission
7. Task 2, Part 2
8. Task 2 Part 4
Postwork - Extra Credit
1. Postwork WS_Guiding_Ideas
Session 6 Video Recording
Handout
Handout 1 - PowerPoint Slides
Resources
1 - Grantseeker Guidelines
2 - Sample Grant Calendar
3 - Pros and Cons of Grantseeking
4 - Telling Your Story in the Grant Proposal Budget
5 - Grant Sources
6 - Telling Your Story: The Case Statement
7 - Consumer Guide to Low Cost Fundraising Software 2020
8 - Suggested Reading
Session Pre-Reads
1 - Assessing Organizational Racism
2 - Unpacking the Invisible Knapsack
3 - Dialogue Inhibitors Enhancers
Handouts
1 - PowerPoint Slides
2 - Anti-Racism Resources
Additional Resources
Handouts
Handout 1 - Power Point Slides
Handout 2 - Ten Basic Responsibilities for Nonprofit Boards
Handout 3 - Small Group Exercise 1
Handout 4 - Small Group Exercise 2
Resources
Resource 1 - What Makes a Hightly Effective Board Member
Resource 2 - Ditch Your Board Composition Matrix
Resource 3 - Recruiting for Board Diversity
Handout 1 - Powerpoint Slides
Handout 1 - PowerPoint Slides
Handout 2 - Glossary of Financial Terms for Nonprofits
Handout 3 - Twelve Golden Rules of Nonprofit Finance
Handout 4 - Nonprofit Chart of Accounts
Handout 5 - Internal Controls Check List
Handout 6 - Five Internal Controls for the Very Small Nonprofit
Handout 7 - Guide to Financial Controls Policies
Handout 8 - Overhead Cost Definitions
Handout 9 - 990-EZ
Handout 10 - 10 Step Annual Budget Checklist
Handout 11 - Budget Worksheet
Handout 12 - Sample Financial Reports
Handout 13 - Treasurers of All-Volunteer Organizations
Handout 14 - Financial Management Self-Assessment
Handout 15 - Financial Management Resources
Handout 1 - Orientation PowerPoint Slides
Handout 2 - Program Orientation Agenda
Handout 3 - Nonprofit Life Cycle
Handout 4 - BOS Sessions Schedule
Handout 5 - BOS Consultant Assignments Contact Information
Handout 6 - BOS Consultant Bios
Handout 7 - Contact Sheet by Organization
Handout 8 - Resource 1 HPL Nonprofit Series Fall 2019
Handout 9 - Resource 2 Nonprofit Resources, Greater Hartford Area