| BOARD
OF DIRECTORS & STAFF DEVELOPMENT, TRAINING AND COACHING
|
| Service
|
Description |
Price |
Deliverables |
Useful
for
Nonprofits Which: |
Offered
by: |
| Building
Board Fundraising Leadership |
Discussion and assessment of current
Board fundraising and contributing efforts. Consultant
will share specific examples of high-performing fundraising
boards. |
$1,000 |
• On-site meeting with Executive
Director, then with Board Chair, then both together.
• One-page document on Board
fundraising.
• Plan for recruiting additional
Board members, if needed.
• Follow-up
phone consultation with both Executive Director and
the Chair when needed. |
Want to improve Board fundraising.
This can be helpful for any agency, but especially for
those where the staff does almost all the fundraising. |
David
Hindie |
| Assessment
& Development Planning for the Board of Directors |
Assessment of the current functioning
of the Board, its oversight of and support to the organization,
and its internal processes. |
$250 |
• 2 hour meeting with Board
leadership and/or Executive Director.
• Action outline for immediate
steps. |
Want to improve Board functioning. |
Rona
Kluger
Lloyd
Oxford |
| How
to Create a More Effective Action Plan |
Consultant will assist staff or volunteers
to develop action plans – primarily for fundraising
programs. This will be done through a series of two meetings,
at which a written action pan will be prepared. |
$500
plus out-
of-pocket expenses |
• Three 2-hour planning
sessions.
• Consultation by phone or
e-mail.
• Written action plan
• Outcomes: 1) If
plan relates to fund raising -- substantially increased
fund raising revenue; 2) If plan relates to
other programs – objectives will be achieved with
much greater economy of action. |
1) any organization seeking to
organize itself to more effectively achieve specific
objectives;
2) organizations seeking to better focus their resources. |
Michael
Evers
Lloyd Oxford |
| Solving
Problems with a Board of Directors |
Examination of:
• Board formation and
membership.
• Board by-laws.
• Current Board’s role.
• Expectation of what Board
members will do
• Plan for recruiting and activating
members. |
$800 |
• On-site meeting with ED
and relevant staff.
• On-site meeting with relevant
Board members.
• Biographical research (to
identify potential members).
• Written report and recommendations
for activating Board.
• Will result in shorter meetings
at which more, better decisions get made. |
Need to overhaul Board membership
and/or functioning. |
Joan
Swan |
| Executive
Director or Development Director Coaching |
Session allows client to share frustrations,
receive feedback, and brainstorm with consultant on strategies
for dealing with work challenges and continuing to improve
performance. |
$500
(face-to-
face) or
$250
(phone) |
• On-site visit of up to
3 hours.
• One follow-up phone consult
for in-person visits.
• Telephone call for up to
2 hours. |
For organizations whose Executive
Director, Development Director, or other managers are
in need of confidential listening, team support, and experienced
advice. |
David
Hindie |
| Transition
Management Counseling |
Provide specific interim management
guidance and counseling. |
$500+ to be determined in conjunction
with Board of Directors. |
• 3 hour on-site meeting
with executive board.
• Recommendations report. |
Any organization that is interested
in ensuring optimum continuity & stability of organization
until permanent Executive Director is appointed. |
Lloyd
Oxford |
| How
to Talk to Grantmakers |
Coaching on how to talk to grantmakers
to find out whether they would consider funding your program.
|
$100 |
• One-minute "elevator"
speech about the client agency and the project.
• Sample script to be used
in calling funders. |
|
Susan
Caruso Green |
| How
to Run More Effective Meetings |
Consultant will advise executive
directors or board chairpersons on how to increase their
effectiveness in facilitating meetings. This will involve:
1) silent observation of an actual meeting at the organization;
2) helping the individual prepare their next meeting
with an eye to conducting it more effectively;
3) attend the second meeting as a “stand-by facilitator”;
4) brief “post meeting” review. |
$500 plus
reimbursement forout-of-pocket expenses. |
• Silent observation of
an actual meeting at the client’s site.
• Coaching the individual client
in preparation for a second meeting.
• Attendance at a second meeting
as a “stand-by facilitator.”
• Outcome: Shorter, more decisive
meetings that individuals look forward to attending.
|
Organizations that feel their meetings
– especially board meetings – are overly long,
overly indecisive or less organized than they would like. |
Paula
Tarlow
Michael Evers |
| Major
Gift Solicitation Training |
Consultant will train volunteers and
key staff in the art of personal, face-to-face solicitation
of gifts, including large gifts. Versions of this training
session have been provided at professional development
conferences – at the request of fund raising professionals. |
$450+
out-of-
pocket expenses. |
• 1-2 hour training session.
• Outcome: Increased effectiveness and confidence
for fundraising volunteers. |
Any organization interested in improving
their personal gift solicitation skills and increasing
funds raised from individual donors. |
Michael
Evers
Linda
Hartley |
| CAPITAL
CAMPAIGNS AND MAJOR GIFTS |
| Before
You Start a Capital Campaign |
Workshop for Board members
and senior staff on:
1) readiness for a capital campaign,
2) preparing a feasibility study/campaign
strategy and
3) attracting active campaign leadership. |
$400-$600 |
• 30-min. preparatory conversation
with E.D. or board president.
• 3- hour on-site workshop.
• Report evaluating agency’s
potential and suggesting next steps, alternative strategies. |
Are considering a Capital Project,
but are not yet well into its implementation.
Note: Will NOT produce a blueprint for a capital campaign. |
Michael
Evers
Joan
Swan
Paula
Tarlow |
| Major
Gift Program Facilitation |
Consultant will help organizations
to facilitate a major gift program involving personal
solicitation of peers – including large gifts –
by existing fund raising committees. This program assumes
that the organization has an existing list of prospective
supporters, existing literature and a committee volunteer
solicitors. This will involve facilitation of four meetings.
The first will involve the creation of a plan of action,
rating of prospects, development of general cultivation
strategies. During the second, volunteers and key staff
will be trained in personal solicitation techniques. The
remaining two meetings will be report meetings, at which
campaign progress will be reviewed. Phone support will
be available between meetings. |
$1,000
plus out-of-
pocket expenses. |
• Consultant will facilitate
four 1-2 hour meetings:
1.Planning the campaign.
2.Training volunteers and key staff.
3& 4. Review campaign progress .
Phone support will be available between meetings.
• Outcome: substantially higher
income. |
Is interested in improving its personal
gift solicitation capabilities. |
Michael
Evers |
| CORPORATE,
FOUNDATION, & GOVERNMENT GRANTS |
| Budgeting
for Fundraising |
Examination of:
• Recent fundraising
results.
• Goals for future fundraising.
• Sources of current income.
• Level of current investment
in fundraising – current budget for fund development
• Level of future investment
in fundraising needed to meet goals – will help
you develop a fund development budget. |
$750 |
• On-site meeting with ED
and/or relevant staff.
• Follow-up written recommendation
to Board to accompany the draft budget that is created. |
Have no fund development budget or
feel they are underinvested in fund development. Especially
useful for those organizations whose Boards are reluctant
to invest in fundraising without some outside expert opinion. |
David
Hindie
Paula
Tarlow
Lloyd
Oxford |
| Grant
Proposal Writing Strategy Review |
Onsite session to:
• Review how the agency currently
identifies and selects funding opportunities.
• Evaluate the quality of
agency’s recently submitted applications.
• Develop strategy for increasing
funding.
• Optional additional service:
Fundraising training for staff and Board. |
$750 or
$400 more.
|
• One half-day onsite meeting
with client.
• Brief written report.
• One follow-up phone consultation.
• On-site fundraising training
for staff and Board
• Writing workshop. |
Get much of their budget from
grants, but have limited skills in securing those grants.
Are NOT startups or agencies with
very limited grant experience.
Note: Recommendations
may be for Prospect research, Training, Outside resources,
or Internal Improvements. |
Caroline
Harris
David
Hindie
Nora
Lapin
Jeffrey
Lischin
Meg
Riley
Joan
Swan
Paula
Tarlow
Optional service:
Joan Swan
Jeffrey
Lischin |
| Foundation
or Corporate Grant Proposal |
Application for a specific foundation
grant . |
$800 to $1,500 |
• One complete application with
all attachments. |
Are new to foundation fundraising.
Have basic documents such as program
descriptions, budgets.
Note: Price determined
by complexity of proposal. |
Caroline
Harris
Rona
Kluger
Nora
Lapin
Jeffrey
Lischin
Lloyd
Oxford
Paula
Tarlow |
| RFP
(Request for Proposals) Review
|
Reading an RFP and helping
an agency decide whether to apply for it. |
$200 |
• Written summary
of key RFP requirements.
• 2-hour meeting with agency
to compare their capacity to the requirements. |
Are considering applying
for a government RFP, but don’t know if they are
eligible or if it’s worth the effort.
Note: Does NOT produce an actual proposal. |
Caroline
Harris
Meg
Riley
Debbie
Stinson |
| RFP
Outline or Proposal Editing |
Creating an outline for a proposal
for funding, or editing an existing proposal. |
$1,000 |
• Full outline of a proposal
or edited version of an existing proposal. |
Have staff who can write a proposal,
but are not experienced with government RFPs. |
Caroline
Harris
Lisa
Kok
Nora
Lapin
Jeffrey
Lischin
Paula
Tarlow |
| Foundation
Proposal Review |
Review of one foundation grant proposal
already completed by your organization. |
$300 |
• Revised version with minor
changes.
• Recommendations for major
changes and/or additions. |
Have not yet submitted a proposal.
Have unsuccessfully submitted a proposal. |
Caroline Harris
Jeffrey Lischin
Meg Riley
Debbie Stinson
Paula Tarlow
Lisa Kok |
| Proposal
Preparation Notebook |
• Organizes documents and
baseline program data to speed future proposal writing.
• Optional draft program narrative. |
$300
$250 more.
|
Notebook with:
• Key documents.
• Locations for electronic
versions.
• Baseline program facts &
narratives.
Draft program narrative for
one program if needed. |
Have little or no grant writing
experience and no development staff.
Note: Does NOT result in a finished
proposal for a specific funder. |
Lisa
Kok
Barbara
Lawrence
Paula
Tarlow |
| DIRECT
MAIL |
| Direct
Mail Package |
Consultant will develop and supervise
production of a direct mail package for use with a specific
audience, (i.e., cold prospects, current donors, LYBUNTS,
lapsed donors, etc. Consultants will also provide post
mailing analysis. ) |
$1,000 plus reimbursement for out-of-pocket
expenses. (Note: does not include
the cost of mailing. |
• Request letter.
• Design of mailing package.
• Advice on buying or using
an existing mailing list.
• Follow-up analysis after
the mailing of the package.
• Outcome: net income or increase
in number of donors, depending upon the mailing. |
Are not successfully raising funds
through direct mail.
Note: Price does not include the cost of producing
package contents, mailing, and postage. |
Michael
Evers |
| ORGANIZATIONAL
DEVELOPMENT |
| Organizational
Development Session |
Review major agency procedures to
identify where and how to make improvements. |
$500 |
• One half-day on-site meeting
with executive staff.
• Brief written report.
• One follow-up phone consultation. |
Any agency can benefit. |
Rona
Kluger
Lloyd Oxford |
| RESEARCH
AND FUNDING SOURCE RESEARCH |
| Grantmaker
Search |
Level 1: Preliminary
search using Foundation Center Platinum Online Service.
Level 2: Review
of grant guidelines for funders selected in Level 1. |
$300
$400 |
• Level 1:
Report listing potential funders with contact information
and major specifications.
• Level 2:
Report narrowing down funders to best choices, with
additional details. |
Are considering a new project.
Need new sources of grant support. |
Susan
Caruso Green
Caroline
Harris
Rona
Kluger
Barbara
Lawrence
Meg
Riley |
| Needs
Assessment |
Develop a needs assessment for a specific
program or the agency. |
$100
per page |
• Written 2- to 5-page needs
assessment, general or answering specific questions. |
Don’t have time or skills for
demographic research. |
Barbara
Lawrence |
| PROGRAM
EVALUATION AND OUTCOMES |
| Evaluation
Plan |
Develop an evaluation plan for a specific
project. |
$300 |
• 2-hour on-site meeting
with staff.
• Written plan for an evaluation. |
Lack time or skills for evaluation
planning. |
Rona
Kluger
Lisa
Kok
Debbie
Stinson |
| Seminar
on Outcome Measurement |
Level 1:
• Introduction to concepts
used by United Way and others.
• Clarifies what funders want.
• Gives a conceptual framework
for an agency’s measurement systems.
Level 2: same as above plus:
• Hands on practice.
• Application of methods to
client’s agency. |
$300
$600 |
• Level 1. 2 hour on-site
session with consultant as facilitator.
• Level 2: 4- hour session
on client’s site.
• Consultant will facilitate
hands-on practice time. |
Are starting to seek government
or major foundation funding; or
Do not yet have systems to measure
organizational results.
NOT for current Federal funding recipients,
or clients used to working with logic models. |
Paula
Tarlow
Jeffrey
Lischin |
| Survey
Plan |
Develop a plan for administering a
survey and evaluating its results. |
$250 |
• 1-hour on-site meeting.
• Written outline for questionnaire
contents, schedule, steps, recruiting respondents, processing
results. |
Are conducting a evaluation or
a needs assessment, or
Are seeking client feedback.
Note: Does NOT produce
an actual questionnaire |
Lisa
Kok
Barbara
Lawrence |
