A Central Valley Resource Guide
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A Central Valley Resource Guide Capacity Building Resources for Nonprofit Organizations based in the Central Valley Sponsored by the Community Leadership Project and the Immigrant Legal Resource Center The Community Leadership Project is a joint effort funded by The David and Lucile Packard, James Irvine, and William and Flora Hewlett foundations to strengthen grassroots organizations that serve low-income people and communities of color. The project was underwritten with $10 million from the three foundations and targets small and midsized organizations in three geographic areas: the Greater San Francisco Bay Area, Central Coast and San Joaquin Valley. May 2010 Table of Contents Introduction..........................................................................................................................3 A Note from the ILRC on Capacity Building ........................................................................4 A Snapshot of Nonprofit Management ................................................................................5 Leadership...........................................................................................................................6 Executive Coaching.............................................................................................................9 Fundraising Development....................................................................................................11 Financial Management and Planning ..................................................................................14 Human Resources and Personnel.......................................................................................16 Board Governance ..............................................................................................................18 Technology..........................................................................................................................20 Strategic Thinking and Planning..........................................................................................23 Resource Directory..............................................................................................................25 Consultants..............................................................................................................25 Management Support Organizations .......................................................................30 Nonprofit Management Higher Education Programs ...............................................34 Technology Resources............................................................................................37 Volunteer or Internship Services..............................................................................38 I have learned the novice can often see things that the expert overlooks. All that is necessary is not to be afraid of making mistakes, or of appearing naïve. Abraham Maslow, psychologist and author of “A Hierarchy of Needs” and several books on motivation theory. 2 Introduction The ILRC is pleased and honored to support the critical organizational development of grassroots organizations in California’s Central Valley. Having the good fortune and planning to now be a 31-year old organization, we have gone through many phases and forms of organizational growth and planning, and feel we know something about the challenges, rewards and opportunities that come with focused capacity building for nonprofit organizations. In creating this resource, we hope to provide the perspective not of an outside expert, but rather of a peer. This is the experiential lens through which we approached this handbook, prepared especially for the grantees of our Community Leadership Project (CLP). This handbook is not an exhaustive instructional manual on capacity building. Rather, it is an overview of capacity building fields for you to explore. Each section contains concepts and practices that lay the foundation for growing or evolving organizations. We also stress the effectiveness of taking a step-by-step approach to the opportunities available to you and your staff. It is exciting to embark on an organizational developmental plan that will strengthen and stretch the impact of your staff and organization. While the options may seem overwhelming, we hope to provide you with the support to sort through and plan for the selective development that will best aid your organization. With this approach in mind, we structured this handbook in the following way: 1) Each section has a brief discussion of one of the significant, fundamental concepts that is key to nonprofit organizational success. 2) Then, we provide some thoughts and suggestions to get started with assessing your needs in that substantive area, and some of the priorities to keep in mind. 3) Each section also contains hyperlinks to online resources for digging deeper, further reading, as well as information on training courses. 4) The second half of the handbook is a resource directory. Building from a previous directory created in 2006 by the Human Interaction Research Institute, funded by the Hewlett Foundation and The California Wellness Foundation, and augmented with our own research and experience, we have listed the contact information for various Central Valley-based agencies that assist nonprofits in organizational development. Please note, reference in this directory does not constitute an endorsement of the services or agencies listed. Our goal is to make this resource useful to you. We welcome your feedback, questions, and perspectives. Just like an organization, this handbook is a dynamic resource, built on collaboration and partnership. We look forward to updating the directory throughout the Community Leadership Project grant period based on your feedback. Please keep in touch – email ([email protected]) your suggestions and comments. Thank you and good luck! 3 A Note from the ILRC about Capacity Building “No matter where the organization might be in time Capacity building has become a focus of many and place, capacity building is a vibrant, dynamic nonprofit organizations because of potentially high-yield its potential to enhance a nonprofit's ability to work towards its mission and improve organizational investment that can improve development, effectiveness, and performance. program success dramatically.” Paul M. Connolly, “Deeper Capacity Capacity building efforts can include a broad range of Building for Greater Impact: Designing a activities, such as management or staff development, Long-term Initiative to Strengthen a Set of fundraising or revenue-earning initiatives, leadership Nonprofit Organizations,” for the James coaching, supporting collaboration with other Irvine Foundation. nonprofits, or shoring up infrastructure and operations in the area of technology, personnel systems, or financial management. However, once an organization has assessed its capacity building needs, it can be difficult to know where to begin. With that in mind, we’ve written this resource guide to provide you with some thoughtful tips for getting started. Additionally, we want to share some insight on the process of working with outside consultants or support agencies. Help for strategic development is available – organizations do not have to figure out everything on their own. Hiring a consultant who is effective and a good match for your needs can be one way to expand and support your staff’s expertise. We are pleased to provide you with copies of an excellent resource issued by the Center for Nonprofit Management, entitled “Nonprofit Consultants: How to Choose Them, How to Use Them.” This concise booklet covers “10 steps to identify and access management assistance” in an educational presentation that raises the questions you’ll want to answer in order to decide if a consultant, and which one, is right for your organization. A few of the key messages include: 1) Working with your staff and board to frame a ‘statement of need’ in order to assess if a capacity building project is best served by an outside consultant. 2) Hiring a consultant means creating a working partnership. A consultant can be a source of support, confidence-building, and critical analysis and perspective; but he or she will rely on the work you and your staff do to fully inform the process and outcome of a capacity building project. 3) Selecting a consultant is similar to hiring a staff person – you’ll need a job description, performance expectations, key goals, the pay rate and budget for the entire project, and first-hand references from trusted sources. The selection of a consultant will require an investment of staff and community trust, time, resources, and money. Resources and Further Reading • Capacity Building Defined and Demystified. Through their website, Fieldstone Alliance provides some articles about capacity building. • Crossing Borders (Sarah Gleason and Fieldstone Alliance). A report on capacity building work with immigrant- and refugee-led organizations (IRLOs), detailing several factors that contribute to effective capacity building, including relevant experience, cultural competence, and a client-centered approach. • Capacity Building for Nonprofit Organizations: A Resource List. A compilation of resources available on the website of the Foundation Center. 4 A Snapshot of Nonprofit Management Running and staffing a nonprofit is a major responsibility. The CLP’s emphasis on capacity building is intended to support organizations when they can take a moment to pause, and reflect on the important