Instructor: Heinemeier, Sarah, Ph .D., sarahhei@compasseval.com
Discuss what it takes to incorporate an effective and comprehensive program evaluation. Understand program e valuation has an impact on services and sustainability offered by nonpro fits. Participants will understand ways in which program eva luation impacts potential funding and organizational sustainability.
During this interactive class, understand why evaluation is important and how it includes key stakeholders’ roles, the utility of theor ies of change, how to design an evaluation plan, and basics of data coll ection.
Key Learning Objectives
Instructor Bio: Sarah Heinemeier Ph.D. i s a founding partner of Compass Evaluation and Research, Inc. Sarah beca me interested and started working in evaluation as a graduate student at UNC-Chapel Hill. As a practitioner of collaborative and participatory e valuation, she loves interacting with groups and building capacity to us e data as part of an ongoing commitment to improving conditions and outc omes for children, families, and communities. Ms. Heinemeier has a Maste r’s degree in Anthropology and a Doctorate in Social Foundations f or Education from UNC-Chapel Hill.
RETURN TO THIS PAGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofits Professional?s Role as a Change Agent UID:D636206F92F821B30A8DF9D6BB9C5FBC ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220524T050000 DTEND:20220524T120000 DTSTAMP:20260609T205337 DESCRIPTION: Instructor: John Curtis, Ph.D., jcurtis@iodinc.com Today& rsquo;s extraordinarily, dynamic environment places unprecedented demand s on all types, sizes and ages of nonprofits to change or risk extinctio n. However, productive change does not happen by accident nor can it be mandated. This will be a fast-paced, interactive and highly relevant cou rse on Change Management designed specifically for nonprofit leaders. Th is course offers proven, proprietary methodology using six “Change Drivers” to initiate and sustain organizational change to build c apacity, ensure continuing relevancy, and assure financial sustainabilit y.Key Learning Objectives Participants will:Identify their personal resp onses to change and how their leadership style impacts their effectivene ss as Nonprofit Change AgentsLearn how to measure their organization&rsq uo;s change capacity based on six Change Drivers to start change and mak e it permanentAssess their organization′s current track record of change and identify how to leverage enhancers and mitigate inhibitors th at impact its ability to changeDevelop a concrete, measurable Change Man agement Plan to ensure successful adoption of change initiatives they be gin in their organizationInstructor Bio: John Curtis, Ph.D. is a nonprof it consultant, researcher and organizational development specialist. He is the President of IOD, Inc., which has been providing consulting servi ces to nonprofits since 1986. His experience spans nearly 30 years and i nvolves planning and leading organizational development projects for hun dreds of organizations nationwide in the public, private and non-profit sectors. John holds a B.A. in Education, Masters in Counseling, and Ph.D . in Organizational Development.RETURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: John Curtis, Ph.D., < a href="mailto:jcurtis@iodinc.com">jcurtis@iodinc.com
To day’s extraordinarily, dynamic environment places unprecedented de mands on all types, sizes and ages of nonprofits to change or risk extin ction. However, productive change does not happen by accident nor can it be mandated. This will be a fast-paced, interactive and highly relevant course on Change Management designed specifically for nonprofit leaders . This course offers proven, proprietary methodology using six “Ch ange Drivers” to initiate and sustain organizational change to bui ld capacity, ensure continuing relevancy, and assure financial sustainab ility.
Key Learning Objectives
Participant s will:
Instructor Bio: John Curtis, Ph.D. is a nonprofit consultant, researcher and organizati onal development specialist. He is the President of IOD, Inc., which has been providing consulting services to nonprofits since 1986. His experi ence spans nearly 30 years and involves planning and leading organizatio nal development projects for hundreds of organizations nationwide in the public, private and non-profit sectors. John holds a B.A. in Education, Masters in Counseling, and Ph.D. in Organizational Development.
< a href="https://www.drfonline.org/events/series/id/37/2022-nonprofit-cap acity-building-trainin">RETURN TO THIS PAGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Nonprofit? Board Development/Governance UID:D6362084B21136F90CFA8FC2967C200C ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220628T050000 DTEND:20220628T120000 DTSTAMP:20260609T205337 DESCRIPTION: Instructor: Allen, Jeanne, Ed.S. jeanne@jeanneallenconsulting. com To be successful, nonprofit organizations require strong leader ship from their Board of Directors. The board responsibility is to manag e the corporation which includes, but is not limited to, overseeing the senior management’s effectiveness, organizational policies and pro cedures, and the execution of its strategies. Learn the roles and responsibilities of the board, including its paramount duties, and why b oard accountability requires a fully engaged and active board of directo rs who manage the organization. Discuss how you may increase board members’ commitment to the mission and purpose of your organizati on, and how boards must fulfill their legal and governance duties. ;This course addresses the following topics: the board’s role and responsibilities, the board and the executive director’s relations hip, financial and legal responsibilities of the board, and how to recru it and select good board members. Key Learning ObjectivesUnderstand the board’s roles and responsibilities.Discuss how board accounta bility prompted by a nonprofit’s internal and external stakeholder s requires a fully engaged and active board who manages the organization .Instructor Bio: Jeanne Allen’s expertise is Strategy, Innovation, and Leadership in the nonprofit sector. As a BoardSource Certified Gove rnance Trainer, she is an expert in board development and governance and leadership. Jeanne also custom designs and facilitates engaging b oard and staff retreats, both online and in person, for nonprofits of va rious missions. Additionally, as an Instructor in the Duke University No nprofit Management Certificate Program, she teaches several courses: Boa rd Development and Governance, Strategic Planning, Succession Planning, Effective Meetings and Leadership in Nonprofits. Previously, Jeanne was Assistant Dean, Multicultural Programs at Westchester Community College, NY as well as internal consultant with Girl Scouts USA in NYC. Ms. Alle n earned an Ed.S. in Instructional Systems Technology, and MS in Adult E ducation from Indiana University, and a BA from UNC-CH.RETURN TO THIS PA GE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Allen, Jeanne, Ed.S. jeanne@jeanneallencons ulting.com
To be successful, nonprofit organizations req uire strong leadership from their Board of Directors. The board responsi bility is to manage the corporation which includes, but is not limited t o, overseeing the senior management’s effectiveness, organizationa l policies and procedures, and the execution of its strategies.
Learn the roles and responsibilities of the board, including its pa ramount duties, and why board accountability requires a fully engaged an d active board of directors who manage the organization. Discuss h ow you may increase board members’ commitment to the mission and p urpose of your organization, and how boards must fulfill their legal and governance duties. This course addresses the following topics: th e board’s role and responsibilities, the board and the executive d irector’s relationship, financial and legal responsibilities of th e board, and how to recruit and select good board members.
< strong>Key Learning Objectives
Instructor Bio: Jeanne Allen’s expert ise is Strategy, Innovation, and Leadership in the nonprofit sector. As a BoardSource Certified Governance Trainer, she is an expert in board de velopment and governance and leadership. Jeanne also custom design s and facilitates engaging board and staff retreats, both online and in person, for nonprofits of various missions. Additionally, as an Instruct or in the Duke University Nonprofit Management Certificate Program, she teaches several courses: Board Development and Governance, Strategic Pla nning, Succession Planning, Effective Meetings and Leadership in Nonprof its. Previously, Jeanne was Assistant Dean, Multicultural Programs at We stchester Community College, NY as well as internal consultant with Girl Scouts USA in NYC. Ms. Allen earned an Ed.S. in Instructional Systems T echnology, and MS in Adult Education from Indiana University, and a BA f rom UNC-CH.
RETURN TO THIS PAGE T O REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Community Engagement & Collaboration UID:D6362096050E8B4E3F4824456D0C05ED ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220726T050000 DTEND:20220726T120000 DTSTAMP:20260609T205337 DESCRIPTION: Instructor: Wendi Goods Everson, MBA, wgeverson@gmail.com ; Understand community collaboration and how it works. It is import ant for nonprofit organizations to be engaged and relevant to the commun ity that they are located in. By becoming an active member in the local area, you increase the recognition of your organization, and meet the pe ople that make up the community you operate in. The people in your commu nity are your base of volunteers and donors, and your nonprofit needs to recognize them and appreciate their efforts in supporting your cause. W hile community organizing involves the process of building a grassroots movement involving communities, community engagement primarily deals wit h the practice of moving communities toward change, usually from a stall ed or suspended position. Community engagement includes involvement and participation in an organization for the good of communities. Engagement is a dynamic relational process that facilitates communication, involve ment and exchange between an organization and a community for a range of social and organizational outcomes.Key Learning ObjectivesUnderstand wh at community engagement & collaboration involve.Learn to build a gra ssroots movement involving communities, community engagement that primar ily deals with the practice of moving communities toward change, usually from astalled or suspended position.Understand how you may be responsiv e to community needs, views, and expectations.Understand collaboration b etween nonprofit and private companiesInstructor Bio: Wendi Goods Everso n, MBA, is a community development professional with 20+ years of govern ment, nonprofit, and philanthropic experience. Everson worked for the Da nville Regional Foundation and led efforts focused on civic engagement, leadership development and community building. Additional experience inc ludes neighborhood revitalization, fair housing and youth development. S he served as VP of River District Association, Chair of Fair Housing Boa rd for City of Danville and Board member for Danville Head Start. She is a recipient of the Danville Pittsylvania County Chamber of Commerce Pac e Award for excellence in community service. Ms. Everson has several yea rs of teaching/presentation experience. She has a B.A. in Art History fr om Temple University, MBA from Everett University and a Certificate in N onprofit Management from Duke University.RETURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Wendi Goods Everson, MBA, wgeverson@gmail.com & nbsp;
Understand community collaboration and how it works. It is i mportant for nonprofit organizations to be engaged and relevant to the c ommunity that they are located in. By becoming an active member in the l ocal area, you increase the recognition of your organization, and meet t he people that make up the community you operate in. The people in your community are your base of volunteers and donors, and your nonprofit nee ds to recognize them and appreciate their efforts in supporting your cau se. While community organizing involves the process of building a grassr oots movement involving communities, community engagement primarily deal s with the practice of moving communities toward change, usually from a stalled or suspended position. Community engagement includes involvement and participation in an organization for the good of communities. Engag ement is a dynamic relational process that facilitates communication, in volvement and exchange between an organization and a community for a ran ge of social and organizational outcomes.
Key Learning Obj ectives
Instructor Bio: Wendi Goods Everson, MBA, is a community development professiona l with 20+ years of government, nonprofit, and philanthropic experience. Everson worked for the Danville Regional Foundation and led efforts foc used on civic engagement, leadership development and community building. Additional experience includes neighborhood revitalization, fair housin g and youth development. She served as VP of River District Association, Chair of Fair Housing Board for City of Danville and Board member for D anville Head Start. She is a recipient of the Danville Pittsylvania Coun ty Chamber of Commerce Pace Award for excellence in community service. M s. Everson has several years of teaching/presentation experience. She ha s a B.A. in Art History from Temple University, MBA from Everett Univers ity and a Certificate in Nonprofit Management from Duke University.
< p>RETURN TO THIS PAGE TO REGISTER\n END:VEVENT BEGIN:VEVENT SUMMARY:Grant Writing and Compliance UID:D63620AA91170DB3AEAFDF5EC46B60DE ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220823T050000 DTEND:20220823T120000 DTSTAMP:20260609T205337 DESCRIPTION: Instructor: Ruth Peebles, MPA, rpeebles@theinsgroup.com T his course will guide participants through the grant’s management process -- from the preparation of a grant proposal to fiscal report pre paration. Learn the important elements of a grant proposal -- including the cover letter, executive summary, need statement, goals, objectives, methodology, evaluation, the budget and future funding. Discuss strategi es and criteria used for building relationships with funders and the typ ical questions funders ask when considering a proposal. Practical tips f or ensuring compliance and improving chances of future success will be c overed.Key Learning ObjectivesUnderstand public grants -- [Local, State, Federal]Understand private grants -- [Corporations, Foundations]Impleme nt effective processes and practices that lead to successful grant writi ng including how to build relationships with funders.Understand the esse ntial components of a grant proposal package.Determine the most effectiv e writing strategies and styles for various grant applications including public grants and private grants.Evaluate and access grant proposals af ter reviewing and critiquing a proposal sample.Create a system for compl iance management – report on a grant’s progress and impact.I nstructor Bio: Ruth Peebles, MPA, President of The INS Group offers over 30 years of hands?on experience in nonprofit management, project manage ment, fundraising and organizational development. The INS Group was foun ded in 1999 with the mission of helping federal, state, and local govern ment agencies, nonprofits, and faith-based institutions use innovative s olutions to build their capacity and sustain their programs and services . Ms. Peebles is an instructor for the Duke University Nonprofit Managem ent Program and served as an adjunct instructor for the School of Public and International Affairs Master of Public Administration Program at No rth Carolina State University. Ms. Peebles currently serves on Wake County Affiliate Board of the North Carolina Community Foundation and S tudent U Board of Directors. She is a founding member of the Next Genera tion of African American Philanthropists giving circle. RETURN TO T HIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Ruth Peebles, MPA, rp eebles@theinsgroup.com
This course will guide participants t hrough the grant’s management process -- from the preparation of a grant proposal to fiscal report preparation. Learn the important elemen ts of a grant proposal -- including the cover letter, executive summary, need statement, goals, objectives, methodology, evaluation, the budget and future funding. Discuss strategies and criteria used for building re lationships with funders and the typical questions funders ask when cons idering a proposal. Practical tips for ensuring compliance and improving chances of future success will be covered.
Key Learning O bjectives
RETURN TO THIS PAGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Writing a Strategic Business Plan UID:D63620BBE2AE6E0BB3364F0CAD6199BC ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20220927T050000 DTEND:20220927T120000 DTSTAMP:20260609T205337 DESCRIPTION: Instructor: Anne Willson, MA anne@annewillson.comParticipants will explore the strategic plan as a key core component for a nonprofit organization. The workshop will address the basic steps of a planning pr ocess rooted in impact, as well as various analysis tools for organizati onal assessment including the SWOT Analysis, the BCG Matrix, and the Str ategy Canvas. The course will provide an opportunity for students to app ly these tools and process steps to their own organizations.Key Learning ObjectivesExplore elements of the strategic planning process.Undertake various analysis tools applicable to the nonprofit organization.Develop the framework for a plan specific to each participant’s organizati onInstructor Bio: Anne Willson works with nonprofits to strengthen the c ore structure of the organization and increase their social impact. With a grounded, real-world perspective gained through nearly thirty years i n the sector, she guides nonprofits in their development of compelling, sustainable strategic plans and the leveraging of organizational assets to broaden relevancy and engagement. Anne holds two B.A.’s, an M.A ., and a Duke University Certificate in Nonprofit Management (NPM). In a ddition to working directly with organizations, she leads a range of cap acity-building workshops for the NPM program and lives in Raleigh, NC.RE TURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Anne Willson, MA anne@annewillson.com
Partici pants will explore the strategic plan as a key core component for a nonp rofit organization. The workshop will address the basic steps of a plann ing process rooted in impact, as well as various analysis tools for orga nizational assessment including the SWOT Analysis, the BCG Matrix, and t he Strategy Canvas. The course will provide an opportunity for students to apply these tools and process steps to their own organizations.
Key Learning Objectives
Instructor Bio: Anne Willson works with nonprofits t o strengthen the core structure of the organization and increase their s ocial impact. With a grounded, real-world perspective gained through nea rly thirty years in the sector, she guides nonprofits in their developme nt of compelling, sustainable strategic plans and the leveraging of orga nizational assets to broaden relevancy and engagement. Anne holds two B. A.’s, an M.A., and a Duke University Certificate in Nonprofit Mana gement (NPM). In addition to working directly with organizations, she le ads a range of capacity-building workshops for the NPM program and lives in Raleigh, NC.
RETURN TO THIS P AGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Human Resource Development in Nonprofits UID:D63620CBADA586F2235FFE635C9A8267 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20221025T050000 DTEND:20221025T120000 DTSTAMP:20260609T205337 DESCRIPTION: Instructor: Robert Kenney, Ph.D., ptt@lynchburg.net The N onprofit sector faces many obstacles when it comes to identifying, hirin g and retaining top- tier staff and leadership. According to the Society for Human Resource Management, just under 60 percent of human resource professionals over the next decade will see their largest challenge ahea d to be in recruiting, retaining the next generation of organizational l eadership. Improving your nonprofit recruiting process has never been mo re important.Key Learning ObjectivesUnderstand how potential talent see your nonprofit organizationIncorporate information that counters negativ e assumptions about your organization in your first contact with prospec tive talentInstructor Bio: Bob Kenney, Ph.D.is President and Founder of Partners Through Training, based in Richmond, Virginia since 1993 and ha s taught hundreds of classes as part of Duke University’s Nonprofi t Management Certificate since 1995. As a trainer and business consultan t since 1993, Bob has worked nationally and internationally with thousan ds of people looking to develop practical business skills in the areas o f leadership, management, and team development; managing and working wit hin a remote team; influence and motivation skills; meeting management a nd facilitation; creative problem solving and innovation; mentoring, str ategic partnerships, and interpersonal collaboration. Bob has designed a nd delivered professional development workshops for a variety of clients in the US, including nonprofit organizations; pharmaceutical and health care organizations; manufacturing plants; educational facilities; comme rcial airlines and other service-based corporations; and local, state, a nd federal government agencies. Bob has partnered with 19 centers for co ntinuing and executive education at major universities, such as Duke Uni versity, the Universities of North Carolina, Virginia, Pittsburgh, Richm ond, Maine, and Southern Maine. Bob holds Masters and Doctorate degrees in social and organizational psychology, with a specialization in small group training and organizational analysis, from the State University of New York at Buffalo.RETURN TO THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Robert Kenney, Ph.D., ptt@lynchburg.net
Th e Nonprofit sector faces many obstacles when it comes to identifying, hi ring and retaining top- tier staff and leadership. According to the Soci ety for Human Resource Management, just under 60 percent of human resour ce professionals over the next decade will see their largest challenge a head to be in recruiting, retaining the next generation of organizationa l leadership. Improving your nonprofit recruiting process has never been more important.
Key Learning Objectives
Instructor Bio: Bob Kenney, Ph.D.is President and Found er of Partners Through Training, based in Richmond, Virginia since 1993 and has taught hundreds of classes as part of Duke University’s No nprofit Management Certificate since 1995. As a trainer and business con sultant since 1993, Bob has worked nationally and internationally with t housands of people looking to develop practical business skills in the a reas of leadership, management, and team development; managing and worki ng within a remote team; influence and motivation skills; meeting manage ment and facilitation; creative problem solving and innovation; mentorin g, strategic partnerships, and interpersonal collaboration. Bob has desi gned and delivered professional development workshops for a variety of c lients in the US, including nonprofit organizations; pharmaceutical and health care organizations; manufacturing plants; educational facilities; commercial airlines and other service-based corporations; and local, st ate, and federal government agencies. Bob has partnered with 19 centers for continuing and executive education at major universities, such as Du ke University, the Universities of North Carolina, Virginia, Pittsburgh, Richmond, Maine, and Southern Maine. Bob holds Masters and Doctorate de grees in social and organizational psychology, with a specialization in small group training and organizational analysis, from the State Univers ity of New York at Buffalo.
RETUR N TO THIS PAGE TO REGISTER
\n END:VEVENT BEGIN:VEVENT SUMMARY:Marketing Your Nonprofit (Can You Hear Me Now?) UID:D63620DCDA21B4D49BDA0E4B06FFDAB3 ORGANIZER:MAILTO:lmerricks@drfonline.org DTSTART:20221115T040000 DTEND:20221115T110000 DTSTAMP:20260609T205337 DESCRIPTION: Instructor: Kelly Joyner Lee, kjlee1971@gmail.com Marketi ng is important for nonprofit organizations. Find out how nonprofits use different marketing tactics to promote their message and their organiza tion Also, why it is good for nonprofits to channel their energy into th e best ways for them to be heard.Participants will discuss strategies, a udience lists, and ideas that they have developed based on the premises taught in session one. They will work with the instructor and classmates to refine and hone their strategy and tactics based on best practices. The end result will be the beginning of a strategic communication and ma rketing plan that can be implemented across an organization.This high-en ergy course will help you focus on expanding your nonprofit network. Fin d the connection between engagement and collaboration through a series o f exercises designed to help you identify your organization’s asse ts and needs. This course is designed to help you turn viewers into volu nteers by identifying who those potential superstars are and how to keep them engaged with YOUR nonprofit. Want to widen your circle? This is th e course for you!Key Learning ObjectivesDiscuss participants’ stra tegies for effective marketing.Learn how to refine and hone your strateg y.Know who you are marketing to.Instructor Bio: Kelly Joyner Lee works a s a Program Officer for the North Carolina Community Foundation, serving eighteen counties in Central NC. She has extensive experience in board and fund development, grant writing, small group facilitation, marketing , and nonprofit engagement in communities. Ms. Lee is the co-creator of the ‘Leading for Tomorrow Nonprofit Capacity Building Summit&rdquo ; and a founding member of the Women Givers of Nash-Rocky Mount. She&nbs p;holds a BA in Leadership in the Public Sector from North Carolina Stat e University, graduating Summa Cum Laude, and an MS in Management and Le adership from WGU North Carolina. She has earned certifications in small group facilitation, nonprofit marketing, special event planning, and mo st recently completed training with the Disney Institute, earning a cert ificate in Disney’s Approach to Leadership Excellence. Kelly Lee e arned her Certified Fundraising Credential (CFRE) in 2019. RETURN T O THIS PAGE TO REGISTER X-ALT-DESC;FMTTYPE=text/html:\nInstructor: Kelly Joyner Lee, kjlee1971@gmail.com
Ma rketing is important for nonprofit organizations. Find out how nonprofit s use different marketing tactics to promote their message and their org anization Also, why it is good for nonprofits to channel their energy in to the best ways for them to be heard.
Participants will discuss s trategies, audience lists, and ideas that they have developed based on t he premises taught in session one. They will work with the instructor an d classmates to refine and hone their strategy and tactics based on best practices. The end result will be the beginning of a strategic communic ation and marketing plan that can be implemented across an organization.
This high-energy course will help you focus on expanding your non profit network. Find the connection between engagement and collaboration through a series of exercises designed to help you identify your organi zation’s assets and needs. This course is designed to help you tur n viewers into volunteers by identifying who those potential superstars are and how to keep them engaged with YOUR nonprofit. Want to widen your circle? This is the course for you!
Key Learning Objectiv es
Instructor Bio: Kelly Joyner Lee works as a Program Officer for the North Carolin a Community Foundation, serving eighteen counties in Central NC. She has extensive experience in board and fund development, grant writing, smal l group facilitation, marketing, and nonprofit engagement in communities . Ms. Lee is the co-creator of the ‘Leading for Tomorrow Nonprofit Capacity Building Summit” and a founding member of the Women Give rs of Nash-Rocky Mount. She holds a BA in Leadership in the Public Sector from North Carolina State University, graduating Summa Cum Laude, and an MS in Management and Leadership from WGU North Carolina. She has earned certifications in small group facilitation, nonprofit marketing, special event planning, and most recently completed training with the D isney Institute, earning a certificate in Disney’s Approach to Lea dership Excellence. Kelly Lee earned her Certified Fundraising Credentia l (CFRE) in 2019.
\n END:VEVENT END:VCALENDAR