The document is a presentation by Don Chalmers, president of SparrowHawk Consulting, discussing how non-profits can prepare for economic uncertainty. It addresses developing strategic plans, board governance, partnerships, and fundraising strategies. Key points include engaging stakeholders in planning, orienting new board members, collaborating with similar organizations, and proactively engaging with funders through meetings and compelling stories. The presentation provides checklists for organizations to evaluate their readiness and opportunities to strengthen operations during challenging economic times.
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A 2013-checklist
1. Presented by Don Chalmers
President
SparrowHawk Consulting
(c) 2012 SparrowHawk Consulting
Company, Inc. 1
3. The economic rebound is a good sign, but a
rebound in private sector funding is likely to
lag well behind.
For example foundations use a three year
rolling average to calculate their
grant budgets.
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4. How ready is your organization?
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6. Involve Board, Staff and Other Volunteers
Other Stakeholders
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7. We have a contemporary plan and know
where it is-- Mission, Vision, Goals,
Objectives and Action Plans
Our plan includes sub-plans like marketing,
technology and resource development
Our plan includes individual work plans that
help ensure accountability
Evaluation of our plan is a part of our board
agenda at least on a quarterly basis
Our plan is renewed on an annual basis
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10. Our Board of Directors is reflective of the
communities we serve
Our Board recruitment process includes a
careful assessment of our current board and
identifies characteristics of prospective board
members who should be added as vacancies
occur
We always orient our new Board members
Our board meets at least quarterly with
attendance about 85%
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14. Developing our Or board training
board training program provides
program has active an opportunity for
board involvement the board and staff
Our board training to assess changes
program affords that are needed
participants an based on the
opportunity to presentation
evaluate each
presentation
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15. We are aware/familiar with organizations
doing similar work in our area or region?
We have created partnerships where such
collaboration will benefit our clients and
those of our partners
We have included funders and prospective
funders in our partnership discussions
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16. More and more funders are discouraging or
not accepting unsolicited proposals.
Checklist:
We are finding ways for our Board and staff to
meet and get to know funders boards and
staff members.
We are telling our story in such a way as to
encourage funders to solicit a proposal from
us.
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17. 1. Government in 6. A Sharpened Eye
Crisis on Charity Pay
2. Strains in the 7. Rising Donor-
Safety Net Charity Tensions
3. A Full-Court Press 8. Proving Charity
for Modest Gifts Works
4. Improving Grants 9. Volunteerism
Outlook Become Cool
5. A Weakened
Charity Work
Force
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Company, Inc. 17
18. SparrowHawk Consulting, your full service
consulting firm serving non-profits, Tribes and
tribal organizations
don@sparrowhawkco.com
800-398-9048
(c) 2012 SparrowHawk Consulting Company, Inc. 18