Relationships 101: Working With Consultants

		March 2015 Nonprofits often get by with versatile staff members and a lot of help from reliable volunteers. But sometimes you need a level of expertise or experience only a consultant can offer. Whether you're looking to implement a new system, replace an existing one, or customize software for your organization's particular needs, a consultant can help you think through your options, facilitate implementation, and work with your team to make sure everyone is up and running with your new technology solution. However, if you've never worked with a consultant before, it can be challenging to know how to communicate with them and how to understand internal and external roles. How can you navigate this relationship to ensure that your organization gets what it needs, the project runs smoothly from start to finish, you stay on budget, and everyone feels good about the process. Like all good relationships, it takes work. Our friends at TechSoup asked us to write an article guiding organizations through the process of establishing and maintaining those relationships. Read "How to Find, Hire, and Collaborate with Technology Consultants" for free here. Other Resources Last year we worked with ongoing partner SYNERGY: UJA-Federation of New York and Synagogues to research and write a white paper about how synagogues can use data-driven decision-making to transform their congregations. We’re pleased to announce that this free report is available today. While the report itself is specific to synagogues, we believe there’s overlap with the nonprofit sector as a whole, and lessons to be drawn for how all organizations can and do use data. Download “Data Maturity for Synagogues: Incorporating Data into the Decision-Making Culture" for free.  We’ve got articles in the works on data migration, board portals, Content Management Systems for libraries, and more. We're also finishing up research for a number of reports, including a Consumers Guide to Case Management Systems and case studies about large nonprofits' performance management and what small organizations can learn from their examples.  Upcoming Training Our research doesn't just inform our articles and reports--it informs our training, as well. Find the full list here, or join one of those listed below.  Jumpstart Your Social Media Strategy Three 90-minute webinars, Wednesdays March 18 to April 1, 1:00pm - 2:30pm Eastern. $95.00. Are you making the most of your social media presence? It’s not enough to be on one or two platforms. You need a strategy that can help you convert “likes” into a stronger voice, more donations, and activism that makes an impact. Read more or register >>> Visualizing Your Data Through DashboardsThursday March 19, 2015, 1:00 - 2:30pm EST. $40.00.  Your senior staff and board of directors can benefit from the ability to view high level metrics for your organization, but it’s not obvious how to easily pull it all together. We'll outline what has worked for other organizations to define the metrics that should be tracked, strategies for compiling data from different systems, and possibilities for putting it all together into a visual dashboard. Read more or register >>> Six Reasons Why Infographics MatterTuesday April 7, 2015, 1:00pm - 2:00pm, Eastern. FREE.  Why infographics? If you’ve never created one, they can seem daunting and expensive. However, when you find the right data and have the right story to tell, your Infographic can reach a wide audience and make a big difference in your community and beyond. Join us for a free webinar as we look at the six reasons why people love infographics—and why you might consider adding them to your communications mix. Read more or register >>> back to top If you know someone else at your organization or another that might benefit from our resources, let them know how to find us. Have questions or concerns about Idealware? We love hearing from you—drop us a line at info@idealware.org, or email one of our staff. Thanks for all you do to support nonprofits and Idealware. We’ll see you next month…  back to top You received this email because you signed up for Idealware updates. If you are no longer interested in hearing from us, click here to unsubscribe. Idealware | 1 Pleasant St., Suite 4E | Portland ME | 04101			SUBSCRIBE If you have received this email second-hand, you can subscribe on the Idealware website. Subscribe Now » DONATE TO IDEALWARE Have Idealware reports and articles saved you time? Money? Allowed you to make better decisions? If so, please donate what they are worth to you and help keep these resources coming. Donate Now » CONNECT WITH US Follow us on Facebook or Twitter to get more software resources, links, and news about Idealware.

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Upcoming Events & Webinars

Best Practices for Internal Controls in Small Arts Organizations [NYSCA Webinar] December 4th, 2014 11:00 AM to 12:30 PM  Register Now  This webinar is free and the live version is open only to nonprofits receiving funding from the NYS Council on the Arts. The recording will be made available to NYCON Nonprofit Members.   Many small arts nonprofits have limited administrative staff, but the same expectations from funders (and regulators) regarding their organization's internal controls. NYCON has seen this issue come into sharper perspective as we, and many of our nonprofit members (including smaller arts groups) have had to go through the NYS Grants Gateway and Prequalification process in order to continue to receive our state funding. One of the biggest questions we heard during this process was "How can we possibly create, document and consistently apply complex Internal Control processes in an organization with 2 or 3 or 4.... staff people?" This training will focus on the implementation of simple, yet effective internal controls processes that allow your organization to reap the benefits of accountability, efficiency, and fraud prevention despite running a smaller nonprofit. It's Not Too Late: Year-End Major Gifts Fundraising for Nonprofits [Webinar] December 9th, 2014  12:00 PM - 1:00 PM  Presented by Andy Robinson, Consultant and Trainer Andy Robinson Consulting, LLC Cost:  $49 Member Rate $69 Regular Rate  REGISTER NOW NYCON is proud to partner with our State Association colleagues in Pennsylvania, Michigan and North Carolina to bring you this webinar.   The most effective way to raise money is face to face -- and the most lucrative time to ask is right now!  In this webinar, Andy Robinson will walk you through the process of major gifts fundraising, step by step. Whether you're a veteran fundraiser or new to the field, you can expect to gain practical information and advice to help in: Identifying prospects Setting up appointments Meeting with donors How to structure the conversation -- and "the ask. Materials & Log-in/Call-In Instructions: Webinar materials (PowerPoint PDF and other handouts), along with instructions on how to log in and call-in, will be emailed to attendees prior to the date of the webinar. Nonprofit Committee Structures under the New Nonprofit Revitalization Act [Lunch & Learn Webinar] Wednesday, December 10, 2014 from 11:00am to 12:30pm Presented by Susan Weinrich, VP of Organizational Development Services Free & Open to NYCON Members Register Today   Join us for this webinar and explore the changes in nonprofit board committee structure under the new law. Many rules have changed regarding board committees and nonprofit board governance. Gone are standing and "ad-hoc" committees. Now we define them as "committees of the board" and "committees of the corporation." Do you know who can be on each committee? Do you know what the roles and responsibilities are for each? Do you need minutes for each? Who should chair them? How do we bring non-board members onto a committee? For committees of the Board, what authority do they really have and how do we ensure they are accountable to the board?  Join us for this webinar on the practical implications of committee structure changes - and learn where to start. Nonprofit Fraud & Abuse: A Unique and Personal Perspective [Special Webinar] Thursday, December 11, 2014   11:00 am to 12:00 pm Free & Open to NYCON Members Register Today The mismanagement and misappropriation of nonprofit funds is a serious issue. Not only is it illegal, and carries with it significant penalties, it also takes valuable resources from people who truly need services and damages the brand of all nonprofits. It can also severely impact the lives of those involved with the organization. In this honest and frank webinar, you will hear from a former nonprofit executive director recently convicted of conduct relating to grants management fraud. Learn about the path he chose, the decisions he made, the lessons he learned, and, most importantly, how to avoid this type of event occurring at your own nonprofit organization. Executive Director Retreat for New Nonprofit Leaders December 10th-12th, Latham,NY REGISTRATION  INFO Participants will be introduced, through practical application, to mastery of the diverse skills necessary to achieve success in their current role. Led by a multi-disciplinary team of experienced instructors, this retreat emphasizes real world elements of nonprofit executive leadership, management and problem-solving.   Latest Job Postings on the [NEW] NYCON Nonprofit Job Board... Executive Director Brooklyn, NY Coordinator, Marketing and Communications New York City Care Managers Albany & Hudson Falls Outreach Specialist Albany, NY Community Health Specialist  Albany, NY Astronomer, Public Outreach & Education Schenectady, NY Health Care Research Analyst Rochester, NY Program Manager, Best Practices & Strategies/Community Health Improvement Rochester, NY Administrative Coordinator Troy, NY Insurance Sales and Service Positions Menands, NY Social Work Coordinator Albany, NY Director of Development and Community Relations Albany, NY All Members can Post jobs for FREE! Click to learn more.

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Nonprofit Knowledge Matters

View this email in your browser            Wanted: Courageous Board Members For too long, a myth has hung over the nonprofit community like a scary fog:  that nonprofit advocacy is somehow spooky. Nothing could be further from the truth, because advocating for missions is a core part of our sector’s proud legacy. If you eat in smoke-free restaurants, drive safely on divided highways, have a Social Security card, use your civil rights, or are a voting female, then you are benefiting from the past advocacy work of nonprofits – and board members. That’s why we are excited to let you know about a new campaign,Stand For Your Mission, launched to raise awareness - specifically among nonprofit board members - that being an advocate for the nonprofit’s mission is an important role for every board member to play. Advertisement Don’t just sit on a board: Stand for your nonprofit’s mission. The Stand for Your Mission campaign calls on all nonprofit board members to stand up as powerful champions for the missions they serve. The campaign is designed to unleash the full potential of nonprofit organizations to advance their missions in their local communities by engaging board members more directly as advocates on behalf of their organizations. The goals of the Stand for Your Mission campaign are to: Bring about a sustainable shift in the understanding and expectations around board engagement in advocacy; Move advocacy from an ancillary to a key board leadership role; and Strengthen the nonprofit sector’s ability to advance the public good. Importantly, this new campaign is not being advanced by ghosts, ghouls, or goblins, but by trusted, mainstream organizations in the nonprofit and grantmaking communities that recognize the need to change the culture around nonprofit advocacy so it is embraced as an effective, everyday tool for advancing nonprofit missions. The National Council of Nonprofits collaborated withBoardSource, the Alliance for Justice (with its Bolder Advocacyinitiative), the Forum of Regional Associations of Grantmakers, the Campion Foundation and John S. and James L. Knight Foundation, to curate a set of core resources for board members, CEOs, and grantmakers. Please share the Stand for Your Mission discussion guide as a useful resource with your board. Read on for more resources for courageous boards Talking about That Which Shall Not Be Named [what it really costs to be a charitable nonprofit] While we wish we could just wave a wand, magical thinking won’t stop those who rate and rank nonprofits by focusing on the cost of a nonprofit’s operations, rather than its impact in solving community challenges. So what can nonprofits do to shake off this aversion to costs? Remember Harry’s invisibility cloak? Throw it off! Be bold and brave enough to have candid conversations with donors about what it really costs to deliver programs and services.   Bring financial sustainability closer in 3 easy steps First, let’s toss out the shape-shifting term “overhead” that means something different to everybody and instead just call all these costs what they are, whether “fundraising,” or rent, or “general administrative.” Second, let’s ignore any apparent incentives to be fuzzy about the full expenses needed to deliver a nonprofit’s services or programs. Instead, by fully embracing our own costs, nonprofits will help manage expectations about what is really needed to solve problems in communities. Third, let’s find the courage to talk about the costs, especially with donors and grantmakers – and document them, demonstrating accountability and candor consistent with a culture of transparency. We think this is the right approach – and we’re inviting you to join us by:“owning your own costs.” Read on for more on owning your own costs. Join us for a Special Webinar to Raise Awareness About Costs At the National Council of Nonprofits, we and our State Association network are tackling misconceptions about costs one step at a time. Transparency about costs first requires knowing how much it actually costs to provide services and deliver programs. This means that someone at every nonprofit should be able to properly account for program related costs as well as those costs that cut across all the activities of the nonprofit. We know this can a challenge, so our network is hosting a special program designed to help your nonprofit #OwnYourOwnCosts. Please join the National Council of Nonprofits and our State Association network for a free webinar about proper cost allocation, so we can all own our own costs and spread the message that all costs, whether for fundraising or administration, or anything else related to advancing our nonprofit’s mission are essential. Guest speaker: Jeff Russell, founder and CEO of Jitasa October 23 | 3:30 - 4:30 pm Eastern Resources for Board Members Good governance (National Council of Nonprofits) Checklist for IRS Form 990 board governance policies(National Council of Nonprofits) Board members’ voices count! Video: Your advocacy can make a difference More resources about scary stuff Creating Order From Chaos – Roles for philanthropy in disaster planning and response(Jessie Ball duPont Fund) Risk, risk, and more risk – and resources for managing it (National Council of Nonprofits) Losing tax-exempt status(National Council of Nonprofits) 501h election: A simple way to protect your nonprofit from lobbying missteps (National Council of Nonprofits) What information must a nonprofit make available to the public? (National Council of Nonprofit) Worth Reading Is your nonprofit scared of social media? Aespire explains the three myths of social media. New! The Sustainability Mindset, by Jeanne Bell and Steve Zimmerman This month’s poll: Does your board monitor the impact of public policies on your nonprofit's mission delivery and resources? Tell us in this quick, one-question poll and look for the results in next month's Nonprofit Knowledge Matters. Share this newsletter with your staff, board, and nonprofit colleagues Did you receive this email from a friend? Sign up now to receive this free e-newsletter each month. © Copyright 2014 National Council of Nonprofits. All rights reserved  1200 New York Avenue, NW | Suite 700 | Washington, DC 20005 | www.councilofnonprofits.org