https://bloomerang.co/resources/webinars With increasing financial challenges and diminishing resources, nonprofits must learn new techniques to make their mission is relevant, engaging and fund-able. This interactive webinar will highlight 10 tips to ensuring your organization's long term sustainability. Webinar participants will: • Understand the state of the nonprofit sector in today’s economy • Explore ways to create long-term viability • Develop realistic strategies to implement a long term sustainability focus

1. Ten Tips to Ensuring Long-­‐
term Sustainability in the
Nonprofit Arena
Monica Gould, MBA, CMC
5/8/14
1pm EDT

2. Your Presenter
Monica Gould, MBA, CMC
!
Monica Gould, MBA, CMC is the
President and Founder of Strategic
Consulting Partners. Monica
possesses over 30 years of senior
leadership experience.
!
She has a MBA from American
University. She is an award winning
Certified Management Consultant
(CMC). Only 1% of management
consultants have achieved this
designation.
3

3. Objectives
● Understand the state of the nonprofit
sector in today’s economy!
● Explore ways to create long-term
viability!
● Develop realistic strategies to
implement a long term sustainability
focus
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4. Decreases/Denial from Funding Sources
Center for NonProfits, New Jersey
Source
Other
Local Government
County Government
State Government
Federal Government
United Way
Patrons at Events
Individual Donors
Corporate DonaWons
Private FoundaWons
0% 13% 25% 38% 50%
Source
Copyright 2010 Strategic Consulting Partners; www.yourstrategicconsultant.com 3

5. Organizational Reactions to Current
Trends Center for NonProfits, New Jersey
Sought AlternaWve Funds
IniWated New Fundraising Appeals
Entered into Partnerships/collaboraWon
Froze or Reduced Salaries
Increased Advocacy
Cut Staff
Curtailed Programs
Increased Fees for Service
Added a Special Event
Reduced Employee Benefits
0% 15% 30% 45% 60%
Plan to Do
Have Done
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6. Strategies for Maintaining and Improving
Sector Center for NonProfits, New Jersey
Strategies
Capacity Building
FoundaWon Funding
Giving & Volunteer IncenWves
AaracWng Workers
Federal Funding
State Funding
Reducing CompeWWon
EffecWveness
0% 15% 30% 45% 60%
Strategies
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7. State of the Economy Study…
Center for NonProfits, New Jersey
● 70% reported demand for services increased!
● One-third expenses exceeded support/revenue!
● Over 60% expected expenses to increase
while only 27% expected revenues to increase!
● 89% reported a dramatic change in funding in
2009 and 2012.!
● 60% reported that previous funding sources
have stopped funding them.!
● 29% curtailed programs; 34% cut staff
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8. Ten Tips to Ensuring Long-Term
Sustainability
1. Develop a long-term strategic plan!
2. Refine organizational structure!
3. Engage and motivate staff!
4. Refine operations/budget !
5. Create a “Case for Support” and/or Positioning
Statement!
6. Diversify fundraising sources!
7. Develop communications and marketing tactical
plan!
8. Formulate strategic alliances!
9. Engage your board and volunteers!
10. Monitor results & refine strategies & refine where
needed
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9. 1. Conduct Long Term Strategic
Planning
● Refine your mission!
◦ Who are you?!
◦ Who do you serve?!
◦ Where are you located?!
◦ How do you serve?!
● Define Vision!
◦ Where do you want to be 3-10 years from now?!
◦ Conduct after doing a SWOT Analysis!
● S.W.O.T.
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10. S.W. O.T. Analysis
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11. Copyright 2010 Strategic Consulting Partners; www.yourstrategicconsultant.com
VISION
GOALS
Strategic Plan - Visioning Pyramid™
PURPOSE/MISSION
VALUES
©WeberBusinessServices,LLC.
ORGANIZATION
OBJECTIVES
TACTICS
10

12. 2. Refine Organizational Structure
● Review Organization Plan!
◦ Performance management plan and structure!
◦ Do you have the people you need?!
◦ Do you have the right employees and
volunteers?!
● Can work be outsourced for efficiency?!
● Sharing resources!
● Cross training!
● Succession planning!
● Use of volunteers vs. paid staff
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13. 3. Engage & Motivate Staff
● Honest, open communication!
● Include staff in problem solving!
● Offer alternative benefits !
● Empower staff to complete key
objectives!
● Create a team environment!
● Provide forewarnings for changes
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14. 4. Refine Budget/ Streamline
Operations
● Are we in line with mission & vision?!
● Cost/ROI of programs?!
● Cost/ROI of events?!
● Can we eliminate events or programs
and replace with higher return activities?!
● Can some services/expenses be
donated?!
● Sharing resources/expenses!
● Outsource?
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15. 5. Draft Positioning Statement
● Straight forward and exact expressions
of your organizations unique identity!
● Use everyday language, avoiding
technical, insider terms!
● Convey the organization’s character!
● Crisp and action oriented!
● Says how you want to be known
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www.yourstrategicconsultant.com 14
Copy
right
2010
Strat
egic
Cons
ulting
Partn
ers;
www.
your
strat
egicc
onsul
tant.
com

16. 6. Diversify Fundraising
● Events!
● Annual Campaign – Individual Donors!
● Foundations!
● Grants!
● Corporate/Business Partners!
● Joint ventures
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17. 7. Detailed Marketing &
Communications plan
● Newsletters!
● E-marketing – email blasts!
● Annual appeals!
● Social media!
● PR Strategy & Media Database!
● Target communications to meet different
stakeholders!
◦ Clients!
◦ Volunteers!
◦ Funders!
◦ Media!
◦ Donors
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18. 8. Formulate Strategic Alliances
● Agency Alliances!
◦ Partner with others that provide similar or
complimentary services!
● Corporate alliances!
● Government!
● Other!
◦ Sharing of staff/support services with like or unlike
agencies!
◦ Sharing of services by outside vendors
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19. 9. Engage Board and Volunteers
● Connect them through mission!
● Communicate their role !
● Communicate your needs!
● Cultivate relationship!
● Ask for commitment!
● Garner commitment through follow-up
and communication!
● Reward and Thank them!!!!
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20. 10. Monitor Results & Refine
● Monitor regularly & review major
variances (at least monthly)!
● Conduct ROI or balance scorecard
analysis on each program !
● Conduct ROI analysis on each event or
fundraising activity!
● Revisit short plan objectives and budget!
● Engage key stakeholders to redefine
objectives
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Questions?

22. Personal Action Plan
● Take a moment to reflect on what you
have learned today!
● Identify at least one strategy you will
employ when you go back to the office.
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23. Copyright 2010 Strategic Consulting Partners; www.yourstrategicconsultant.com
22
Thank You
!
Monica Gould"
Strategic Consulting Partners!
717-790-8723!
monica@yourstrategicconsultant.com

24. Questions?

25. !
!
!
Upcoming Topics:
!
Winning Strategies for Nonprofit Compliance
!
Donor Thank You Videos, Infographics, and
Other Fun Ways to Say Thanks
!
Getting Your Board To Fundraise
https://bloomerang.co/resources/webinars