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Take Part to Preserve Charitable Tax Deduction

November 29, 2012 by Spokes For Nonprofits

At Spokes, we often talk about the various management spokes (financial, development, human resources, etc) or constituent spokes (donor, volunteer, employee, client) needed to help nonprofits achieve their missions.  There is a third set of spokes that is equally critical – the partnership between the government, for-profit and nonprofit sectors.

The U.S. nonprofit sector exists because there are programs and services needed throughout our communities from which no profit can be made and are too localized and specific for the government to manage.  The for-profit sector exists to help drive our nation’s economy.  The government sector, or for-public sector, exists to support our legal, education and safety systems.  And, the non-profit sector, or for-impact sector, exists to improve the quality of life for all Americans and, especially, those who fall between the cracks of the for-profit and for-public sector efforts.  Each sector is equally benefitted and dependent by the other two and we nonprofit leaders have an important role to play in balancing this unique ecosystem.

As you may have heard, Congress is considering placing limitations of charitable tax deductions to solve our national budget crisis.  These changes threaten to create significant collateral damage to the nonprofit sectors and the health of the communities we seek to sustain.  By definition, all non-profits are dependent on some level of charitable support from private donors.  Often, those donors are employees of the for-profit sector.  And, nonprofits are dependent on the government to offer incentives to those individual donors to provide the financial resources we need to do our work.  Reduced donations will lead to fewer programs and services and, ultimately, to many more unaddressed issues in our communities.

As the recent recession has driven an increased demand for most nonprofit services, can our nation afford to take this risk?  Do you want to live in a community with depleted or no nonprofits?  What about your corporation’s employees?  Can the government pick up the services the nonprofit sector will need to drop?

If you don’t think so, I encourage you to join me in being outSpoken and participate in the United Way’s letter writing campaign to Congress.

More information can be found at http://www.capwiz.com/unitedway/issues/alert/?alertid=55024501.

You Can’t Change the Tire When Driving 65 MPH

November 28, 2012 by Spokes For Nonprofits

My Board President, Jami Fawcett, and I attended the Community Foundation’s Annual Professional Advisors Luncheon recently, and were rocked by special guest speaker Kat Taylor. She is the true vision of an individual who does charitable work with a business mindset. She and her husband, Tom Steyer, are Founding Directors of One Pacific Coast Bank and TomKat Ranch Educational Foundation, have been involved in numerous nonprofit organizations, and is very active in social business, public benefit and philanthropic ventures.

During her talk she made a statement that resonated with what Spokes aims to do everyday. She said “you can’t change the tire when you’re driving 65 MPH.” It is so easy for nonprofit and for profit organizations to get caught up in driving full speed toward their goals that they just can’t put the brakes on to analyze and implement the day-to-day operational changes so essential to their ongoing growth and success. While our clients are moving their nonprofit 65 MPH, it’s our job to help put the spokes in place so that they can be more efficient in their actions.

If you want to keep moving at 65 MPH, let Spokes be your pit crew and we’ll work together to get you back up to speed.

Be Outspoken!

What are you pain points? Let us know how we can get in and help you most efficiently.

Not Your Mother’s Board – Jan Masaoka Event Recap

November 20, 2012 by Spokes For Nonprofits

Last week’s Jan Masoaka event “Not Your Mother’s Board…” was a sold out success. She has this amazing ability to show the nonprofit sector how to solve “complex” Board issues with organized and simplistic action items. Below we outlined how to simply identify critical paths for the year, how to identify the boss, and how much of an impact nonprofits and our Boards have on our organization and economy.

Identifying Critical Paths in Strategic Planning

Rather than getting caught up in everything that needs to get done to make your nonprofit run, dial in the make or break items that have to happen in order to keep your organization alive and thriving. Ask these two questions in strategic planning and identify all action items and people needed to make them happen.

  1. What are the two most important things our organization needs to accomplish this year?
  2. What are the two most important things for our BOD to accomplish this year? Do we have the right people on the Board to make these things happen?

Understanding Who Really Is The Boss.

Is the Board of Directors or the Executive Director the boss? In a nutshell, pieces of advise are always welcome from individual board members, but only the Board as a whole is the boss.

In a Governance Role, the Board is the Boss:

  • Oversight
  • Hire/Fire CEO
  • Big Decisions
  • Planning

In a Support Role, the Executive Director is the Boss:

  • Fundraising
  • Advice & Ideas
  • Community Ambassador
  • Help & Volunteer

Understanding our Impact.

  • Get guidance from trusted resources. Jan is ranked 1 of the top 50 influential people in the nonprofit sector. For those of you who have heard her speak, you know why!
  • Only continue with something if it’s working. Jan believes that standard processes for board orientation and board buddies maybe work 1 in every 100 times; if these or other standard processes are not work for your organization then stop implementing them.
  • Nonprofits created Boards! The 1st corporation in the world was a nonprofit organization – Harvard College.
  • Nonprofits mean business. The NFL is a nonprofit.
  • Boards hold power and impact. Annually, $65 Billion in tax dollars are managed by nonprofit Board of Directors.
  • Keeping Boards accountable ensures forward motion. To keep your Board members accountability to the items promised to complete at the latest Board meeting, notate action items and those accountable to them at the top of the Board Meeting Minutes, for all to see.

We certainly took away valuable information and tips from Jan! Check out the “Critical Path for the Board” hand-out that covers more of what was discussed in her presentation. Another great resource straight from Jan is her non-profit publication, Blue Avocado magazine.

Thanks to Jan Masaoka, Leadership SLO, Jaffa Cafe, SLOUMC and all of our attendees for making this event a success!

It’s Time to Take Action, Political Action

August 30, 2012 by Spokes For Nonprofits

Get Inspired by Others – Taste Blue Avocado

I’ve always loved green avocadoes, and recently have come to enjoy blue avocadoes too. What!? You’ve never had a taste of one? You can get a good sense of what Blue Avocado is like by taking a read through editor Jan Masaoka’s article Time to Get Political. You’ll see that Jan takes a strong stance, stating “I’m not giving any more money to nonprofits this year. I’m not volunteering for nonprofits anymore this year.” Rather, she expresses “…in this very, very crucial election year, I’m giving as much money as I can to candidates I support, and as much time as I have volunteering on political campaigns.” While financial and volunteer contributions are essential to all nonprofits’ success, I believe that Jan’s strategic focus will have a long-term effect on the nonprofit sector’s impact and sustainability.

Know Your Impact & Take Political Action

Nonprofits play a critical role in our nation’s economy, employing 13.5 million Americans and purchasing billions in goods and services annually.  Moreover, nonprofits provide invaluable services every day for Americans and for government agencies; we are on the front line for social services.  Your nonprofit organization has a voice that your elected officials should hear so that they can work toward supporting your long-term goals on capitol hill.

If you want to get involved in advocating for your mission and for the nonprofit sector as a whole, one place to start is online at CalNonprofits Advocacy initiates and resources. Here you can vote with your mission, listen in to California policy webinars, and get tools for engaging elected officials.

We know that your organization is taking action every day to ensure you’re fulfilling your mission, but it’s just as essential, especially in this election season, to set aside time to take political action. Please reach out to Spokes, if you need direction on getting started.

Be outSpoke(n)!

Don’t miss your opportunity to take political action.

Get to the Heart of Customer Service with Your Nonprofit

June 22, 2012 by Spokes For Nonprofits

Nonprofits exist primarily to serve others.  Whether you call them customers or clients (or patrons or students), your organization’s ability to meet their respective needs is central to its mission and longevity.

Of the non-profits that can truly claim customer service superiority, one thing is certain: Every employee owns a piece of that prize. Simply put, a non-profit cannot achieve customer service excellence without first attaining high levels of efficiency, quality, and productivity among its internal service providers.

Emphasize Internal Customer Service

All too often, non-profits place a strong emphasis on external customer care while losing sight of the fact that internal customers matter just as much. Why does it matter? Because somewhere down the line, the service provided to an internal customer will show up in an external customer transaction.

(Just in case it’s not obvious, an internal customer is defined as any employee who depends on the timing, quality and accuracy of a colleague’s work in order for them to succeed in their own work.)

As a customer service consultant, what I’ve seen is that those organizations in which a customer care culture is truly embedded do not make distinctions about internal and external care. Each employee’s mission is simply to demonstrate excellence with each and every task. There’s an implicit understanding that every job is a “customer service” job.

Start With Awareness

In developing an enterprise-wide customer service training program, my colleagues and I created an activity called The Ripple Effect. (Just like it sounds, the game aimed to show employees the impact of their work upon others’ ability to do their own job well.) It proved to be one of the most popular sections of the course and provided some true a-ha moments on the part of the participants. Many of them admitted that they’d never seriously considered the ripple effect of their work on that of their internal customers—and ultimately on the company’s external customers.

In another initiative (this one too aimed at helping employees to recognize their interdependence), we created an Engagement Cycle which tracked a customer engagement from beginning to end and charted the various internal customer needs at each stage. Again the a-ha’s.

Define Customer Service as a Function, Not a Department

How does your organization view customer service—as a department, a specific job role, or as a responsibility shared by every employee?

To help you assess the level of internal customer service in your organization, begin by getting each employee to answer some simple questions:

  1. Who are your internal customers?
  2. What do these customers need from you in order to do their jobs well?
  3. Are you in regular two-way communication with those customers?
  4. If internal customer satisfaction were measured, how would you rate?

Managers can ask themselves a couple of additional questions:

  1. How is frustration over internal customer service affecting morale and turnover?
  2. What does my team need to do to both provide and receive excellent internal customer service?

Teach Them to Be Good Customers

What does a non-profit organization want from its customers? Satisfaction and maybe a bit of appreciation.

Internal customer service works the same way. Employees will be motivated to continue providing good service to coworkers if they’re given appropriate feedback and, at least every once in awhile, sincere thanks for a job well done.

So, tell us!  What are you doing to ensure customer service excellence within your organization?

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