Nonprofit Good Practice Guide - Resources

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Resources in Succession Planning


Choosing a New Nonprofit CEO \| Direct Link This case study addresses issues in the recruitment and hiring of a new Chief Executive Officer. Conducted from an empirical perspective, the Policy Governance model was used as the methodology to study issues such as forming a selection committee and recruiting and hiring candidates based on how closely they replicate the outgoing CEO's strengths, or conversely, someone as different from the incumbent as possible. Key Terms: board management, CEO selection, governance, organizational management, staff development, succession planning, transition Published: 2004
Accel-Team.com \| Direct Link This Web site features Employee Motivation, the Organizational Environment and Productivity, a collection of articles designed to help employees and employers understand the variables that affect job productivity and satisfaction. Accel-Team.com is a comprehensive team and employee training site that provides tools for in-house skills advancement. Author: Accel-Team.com \| Published: 1998
Alliance for Nonprofit Management \| Direct Link This Web site is a professional association dedicated to improving management and governance aptitude of nonprofits. The Web site allows users to read the newsletter, attend conferences, articles, etc. Author: Alliance for Nonprofit Management Preferred Practice: Have a Minimum of Five Voting Members Many organizations need more than five members on the board, however, five is seen as the minimum required for adequate governance. Source: Adapted From: Governance, Policy and Program Fundamentals by BBB Wise Giving Alliance
America's Job Bank \| Direct Link This Web site offers employers and managers access to comprehensive human resource information with a portal leading to a variety of articles, tools, and tutorials to aid in attracting workers. The Department of Labor fosters and promotes the welfare of the job seekers, wage earners, and retirees of the United States by improving their working conditions, advancing their opportunities for profitable employment, protecting their retirement and health care benefits, helping employers find workers, strengthening free collective bargaining, and tracking changes in employment, prices, and other national economic measurements. America's Job Bank is published by the Department of Labor to help employers and employees stay competitive in the national labor market. Author: U.S. Department of Labor
Association of Fundraising Professionals \| Direct Link This Web site includes information about online fundraising education, credentialing, and international and audiovisual conferences. Free good practice information relating to ethics and standards in fundraising is also provided. Author: Association of Fundraising Professionals Preferred Practice: Practice Fundraising As An Everyday Art Everyone in the organization should share responsibility for fundraising; from the secretary, to program staff, to volunteers, to the president of the board. Source: Richard Male & Associates Know Your Donor People give for different reasons, at different levels and in response to different needs and opportunities - so it is essential to know your organization and to study its donors. Also, do not be afraid to give donors different levels of recognition, depending on what they give. Source: Joel J. Orosz, Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership Keep Meticulous Records Every successful campaign should be well documented, especially for legal and fiduciary reasons. Documentation includes such things as expenses, donation amount, date donation was received, portion of donations that are tax deductible, and donor contact information. Source: Joel J. Orosz, Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership Thank and Appreciate Donors in a Timely Fashion Deposit checks quickly and send out simple, personal thank-you notes. Source: Joel J. Orosz, Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership Embrace Creative Fundraising Techniques Place a "donate now" button on your website; form a strategic partnership with a business that shares your organization's values; include workplace funding in your campaign; try grassroots givers like churches and service clubs; seek gifts in kind from retailers and manufacturers. Source: Joel J. Orosz, Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership Make Donating to Your Organization A Long-Term Relationship Make sure that between solicitations, donors are thanked for past gifts, receive updates on the use of previous gifts, and receive general information about the organization; being a donor should be an ongoing, not an episodic relationship with your organization. Source: Joel J. Orosz, Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership Spend Money Like Your Donors Would Raise enough money to ensure stable programming, but do not raise more money than is needed. Source: Joel J. Orosz, Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership Pitfall: Planning Insufficiently Don't wait until there is a problem with your fundraising program. Instead, conduct periodic reviews of your fundraising needs, programs, and capabilities. Source: 18 Common Fundraising Mistakes…and How to Avoid Them Not Stewarding Current Donors Donors don't just want your thanks, they also want information, feedback, and involvement. Source: 18 Common Fundraising Mistakes…and How to Avoid Them Failing to Inform, Educate, and Motivate Donors An uninformed, uneducated, and unmotivated donor is one who will probably not make future gifts. Source: Adapted From: Are You Making Fundraising Mistakes? by Bill J. Harrison
Attracting and Developing the Next Generation of Nonprofit Leaders \| Direct Link This research report discussed the generational shift in nonprofit leadership that is expected to occur over the next five to seven years. It contains a sampling of related case studies and refers to an additional listing of nonprofit leadership initiatives in America. Key Terms: leadership deficit, organizational development, organizational management, staff development, succession planning Author: The Forbes Funds \| Published: 2004 \| Submitted by: The Forbes Funds
Center for What Works \| Direct Link This Web site offers the 7 Step Benchmarking Primer, which explores issues such as taking a self-assessment, performance metrics, preparing a team and translating best practices into action. Author: Center for What Works \| Published: 1994
Change Management Toolbook \| Direct Link This Web site includes over 60 tools for change ranging from changing individual thinking patterns to constructing visions, values and goals. Change Facilitation s.r.o. is an international company that supports individuals, teams and organizations to master any change they need to manage - or to prevail against adverse forces of change. The Change Management Toolkit is based on principles from the work of Peter Senge, Kurt Lewin and other prominent thinkers. Author: Change Facilitation s.r.o.
Charity Navigator \| Direct Link This Web site provides ratings on thousands of U.S. Charities, which are classified by type of charity and cause, then rated according to industry standards and actual performance. Tips and resources are also offered including questions to ask, online giving ethics and more. Author: Charity Navigator \| Published: 2001 Preferred Practice: Practice Fundraising As An Everyday Art Everyone in the organization should share responsibility for fundraising; from the secretary, to program staff, to volunteers, to the president of the board. Source: Richard Male & Associates
Chief Executive Succession Planning \| Direct Link This book discusses a board's role in the performance and success of their organization. It describes their duty to prepare for the departure, either expected or unexpected, of the chief executive. Key Terms: change management, governance, leadership transition, organizational management, planning, staff development, succession planning, transition, transition management Author: Axelrod, Nancy R. \| Published: 2002
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