operations plan
3 steps to keep a non-profit chart of accounts simple...
A chart of accounts is a numbering system to organize a non-profit’s financial transactions. You can compare a chart of accounts to the Dewey Decimal System at your local library, where different groups of books have different number codes. In a non-profit, revenues have different number codes...
Keep Your Cool with Negative Feedback
We’ve all been there. A participant didn’t like the way a program was handled. An evaluation is filled with negative comments. A volunteer doesn’t agree with the new direction the organization is headed. An anonymous survey seems to bring out the nastiest responses. A client makes a snap...
Write a Report for the Board Without Creating Anything New
In the relationship between governance (the board of directors) and operations (usually the executive director and staff team), there is a nice balance. The board, using their linkage to the stakeholders, creates a governing vision for the organization, called the strategic plan. The...
Good Old-Fashioned Survey
Each year, a non-profit will create a strategic plan that is responsive to the needs of clients, members, and stakeholders. But, how do you know what those needs are? You ask, and here’s how. Throughout its operating year, a non-profit will offer all different kinds of programs and...
Create a Program Evaluation to Gather Useable Information
Evaluation, measurement, KPIs and assessment are all part of the work of a non-profit. Feedback is collected to help determine if the organization is meeting its strategic priorities. But that flow from strategic plan to program to feedback and back around, can feel overwhelming and the creation...
Non-Profit Budget Basics
A non-profit budget is a partner to the operational plan. Together they provide the road map for what the organization aims to work on for its operating year. It sounds so simple, but when it comes time to sit down at the computer to create a new budget, that blank spread sheet can make the...
The Impact of a Non-Profit’s Vision and Mission Statements
When a non-profit first starts up, a handful of strategic documents are created to chart the course for the road it will travel over the years. Each year after that, the non-profit will hold a strategic planning session to examine the needs of clients/stakeholders/members and adjust the...
Can you describe what your non-profit does, in ONE sentence?
Non-profits are complex organizations. There are usually many programs, many services, different clients, and a complicated set of strategic priorities and outcomes driving the work. If you had to condense all of it into one simple sentence, could you do it? Not a marketing ploy. There...
How to debrief, well, …anything
In the heat of the moment, everyone has a comment (or 15) about the workshop/event/meeting they are experiencing (usually about the bad coffee). A week later, at the official debriefing meeting, the comments have dried up and no one really has anything to share. Don’t waste an opportunity for...
One Metric Your Non-profit Should Track
Maybe you’ve heard the term key performance indicators. Did it make your head spin? Maybe you looked at all the outcomes in your non-profit’s strategic plan and THAT made your head spin. Non-profits need to track stats but when the organization is small, or there is a long history of doing the...
Easily Create Evaluations Questions for Your Non-Profit Programs
Does this sound familiar? You’ve got a great program that’s about to wrap up. Maybe this is a program you’ve offered a few times over the years. You start wondering if the program was successful. You collect a few pieces of information about the program, such as participation numbers,...
Finishing Strong
Many of the non-profits I work with are starting their 4th quarter in January, with a year-end date of March 31st. That means 3 short months to complete the operations plan for the year, and to have met the priorities outlined in the strategic plan. Sometimes, in that final stretch before year...
The Strange Work of a Non-Profit Executive Director
As we wrap up the fourth quarter of 2021, I’m getting ready to start the fourth quarter of my operating year, and planning for the first quarter of the next year. It’s a weird overlap that happens each year. January through March is the fourth quarter of my current operating year, and we want...
Is Your Strategic Plan a Little Dusty?
Have you ever wondered how a non-profit’s strategic plan ties into its operations plan? Where does the information come from? How does it all tie together? Would it surprise you to learn that a non-profit’s strategic plan and operations plan are pieces in the circle of data flowing through...
Planning for Next Year
Last month I wrapped up strategic planning. Last week I wrapped up operations planning. Normally I prep the budget later, on my own, but we got talking and I quickly pulled together a budget plan. We’re going to meet in a few weeks to fine tune everything, but basically, it’s all done. The...
Are you keeping secrets? I am. I’m sorry. I’ll do better.
I’ve been with my organization for almost 10 years and while I have no thoughts of leaving, a nagging question keeps coming up, am I doing tasks that might be hard for someone to take over when I retire. I’ll give you two examples. I handle all the bookkeeping* using Sage50 Pro. I know...
Mapping
I spent the last month writing my year-end report for a major funder. I know - a whole month?? Yeah, it's a big report. There’s so much data that’s required and it takes a lot of planning to ensure everything is collected and reported. As is often the case, an evaluation question was...