Training and consulting customized to meet your needs

Board Training

Organizations can request any of the workshops below as on-site or remote training sessions — or create a customized training by combining elements from any of them (or Nonprofit Works’ consulting services) to meet their specific needs. We also conduct occasional workshops throughout the year on topics that are most popular among different organizations.

Please contact us for more information. For a list of upcoming training and workshops, click here.

Planning & Budgets

Developing a Strategic Plan for Your Organization

Strategic planning is a powerful management tool that can help organizations focus their resources, establish priorities, create action plans, and respond to change. This popular workshop provides tools for developing and implementing a strategic plan that can strengthen your organization’s effectiveness.

Topics include:

  • Who should be involved in developing a strategic plan and how to obtain their input
  • Reviewing / updating your organization’s mission and vision
  • Setting major organizational goals and creating strategies to turn them into action
  • Using a strategic plan to steer and manage an organization
  • Maintaining your strategic plan and keeping it relevant

Note: This one-day workshop will not create a strategic plan for your organization, which generally takes 2–4 days. Instead, it explains the steps and processes involved in doing so.

Read testimonials from clients and workshop participants.


Logic Models

Understanding how grant managers, funding agencies, and even your stakeholders evaluate project proposals is essential to winning their support for it. This workshop provides a step-by-step process that can help your organization use logic models to outline and plan programs and develop strategies to achieve funder support. Most logic models start with the outcomes or results in mind, and include common elements for program design, evaluation, and required resources.

Topic include:

  • Sharing expectations within an organization and facilitating conversations about a program’s goals, intent, and anticipated outcomes with potential partners and funders
  • Outlining the activities and methods required to produce a program’s proposed outcomes
  • Creating a proactive plan for tracking, measuring, and evaluating a program
  • Determining cost-per-outcome figures to explain and promote a program’s results to funders in grant applications, funding appeals, annual reports, marketing materials, etc
  • Preparing information commonly requested in grant applications and proposals

Read testimonials from clients and workshop participants.


Building Budgets

This “math-free” workshop will help your organization plan and create operating and program budgets, with a focus on the role of budgets in funding proposals and applications. Participants receive templates in Microsoft Word and Excel format to help them develop budgets, and a certificate of completion.

Topics include:

  • Developing budgets that accurately portray your organization and its programs
  • Methods of sharing costs among programs
  • Prorating expenses between administration and program costs
  • Placing fair value on in-kind contributions and services
  • Using “cost per outcome” scenarios to generate requests for funding
  • Tips for formatting and presenting budgets in proposals and applications for funding

Read testimonials from clients and workshop participants.

Grant Writing

Grant Writing Basics

This popular workshop is an excellent way for administrators, program directors and staff, and board members and volunteers to gain a general understanding of the many elements required for successful grant writing. Equal attention is given to the needs and interests of your organization and grantmakers. Participants receive Word and Excel templates to help them develop grant proposals, and a certificate of completion is provided.

Topics include:

  • Researching and identifying grant opportunities
  • Approaching and developing relationships with grantmakers prior to applying
  • Planning programs and budgets before writing grants
  • Preparing information and materials typically required in grant applications
  • Tracking and following-up grant applications after they are submitted

Read testimonials from clients and workshop participants.


Researching and Approaching Grantmakers

Once you’ve identified a foundation, corporation, or government grantmaker that seems to be a good fit for your organization, one of the most important steps before you submit a grant application is approaching and establishing a partnership with a grantmaker. This workshop will explain how to first research and find grantmakers, then how to introduce your organization and its needs to the grantmaker, and how to ask for their guidance (and, in some cases, permission) before applying.

Topics include:

  • Sources and methods for researching grantmakers
  • Preparing and submitting letters of introduction and inquiry
  • Approaching grantmakers by telephone
  • Meeting with a grantmaker and successful site visits
  • Asking for guidance before applying

Read testimonials from clients and workshop participants.

Board Training

Building an Effective Board of Directors

Most nonprofit boards of directors focus on helping their organizations be more effective, but few give the same attention to how the board itself could do its job better. A truly effective board understands its role and responsibilities in the context of the entire organization, and monitors and improves its own performance on a regular basis. Those that do so find it actually makes their jobs easier.

Topics include:

  • Assessing your board’s needs and recruiting new members
  • Responsibilities and expectations of board members
  • Using a “job description” as a means of guiding your board
  • Structuring relationships between the board, committees, and staff
  • Using committees to do the work of the board

Read testimonials from clients and workshop participants.

Communications


Essential Elements of Mission-Driven Communications

This workshop provides non-profit organizations with the basic understanding, tools, and techniques they need to communicate their mission and goals to their key audiences, using a variety of media. Includes exercises on relating goals to audiences, crafting messages, and (with attendee participation) communications “makeovers”.

Topics include:

  • Using your organization’s mission and goals to identify your audience(s)
  • Differentiating direct, indirect, and ancillary audiences
  • Analyzing demographics and culture to determine how to reach audiences
  • Synthesizing mission, audience, and medium into a cogent message
  • Communications tools — digital platforms, printed materials, and the media


Media Relations

In this practical workshop, participants learn how manage their interactions with the media, including developing story ideas, creating news releases, and pitching them with collateral materials. Participants are encouraged to bring current communications projects to work on.

Topics include:

  • Recognizing relevant media actors and creating a media contact “database”
  • Initiating and maintaining relationships with media contacts
  • Developing news and “feature” stories about your organization and issues relevant to it
  • Crafting a news release that increases your chance of getting your story / issue covered
  • Choosing the right “hook” and pitching your news release