Tag Archives: strategy

Capacity Assessment Tool for Mission-Based Organizations

This is AWESOME: a free NGO Capacity Assessment Tool. It can be used to identify an NGO’s or a nonprofit’s strengths and weaknesses and help to establish a unified, coherent vision of what a mission-based organization can be. The tool provides a step-by-step way to map where an organization is and can help those working with the agency or program, including consultants, board members, employees, volunteers, clients, and others, to decide which functional areas need to be strengthened and how to go about to strengthen them.

Sharing the results of using this tool in funding proposals and even on your web site can demonstrate to donors and potential donors the capabilities of your organization.

The tool was compiled by Europe Foundation (EPF) in the country of Georgia, and is based on various resources, including USAID – an NGO Capacity Assessment Supporting Tool from USAID (2000), the NGO Sustainability Index 2004-2008, the Civil Society Index (2009) from CIVICUS, and Peace Corps/Slovakia NGO Characteristics Assessment for Recommended Development (NGO CARD) 1996-1997.

EPF also hosts a clinic to support NGOs and the Georgian civil society sector, on the first Friday of the month from 3 to 5 p.m., and has a grants program for NGO initiatives in Georgia.

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Hire me in 2013 – let me help make your organization even better!

Blunt headline, I know, but it gets the point across: I’m available as a trainer for your organization or conference, or for short-term consulting, for long-term consulting, and, for the perfect opportunity, full-time employment in 2013!

As a consultant, I specialize in training, advising, capacity-building services and strategy development for not-for-profit organizations (NPOs), non-governmental organizations (NGOs), civil society, grass roots organizations, and public sector agencies, including government offices and educational institutions (altogether, these organizations comprise the mission-based sector).

Capacity-building is always central to any training or consulting work I do. Capacity-building means giving people the skills, information and other resources to most effectively and efficiently address the organization’s mission, and to help the organization be attractive to new and continuing support from donors, volunteers, community leaders and the general public. My training and consulting goal is to build the capacities of employees, consultants and volunteers to successfully engage in communications and community involvement efforts long after I have moved on.

My consulting services are detailed here. I can deliver both onsite and online services. Also, I love to travel (especially internationally!).

In 2013, I would love to create or co-create an entire course as a part-time or full-time instructor at a college university within any program training nonprofit managers, social workers, MBA students, aid and humanitarian workers, etc. I am most interested, and, I think, most qualified, to teach courses relating to:

  • public relations (basic public relations functions, outreach to particular audiences, crisis communications, how to address misinformation / misunderstandings, how to deal with public criticism, etc.)
  • strategic communications (systematic planning and utilization of a variety of information flows, internal and external to an organization or program, to deliver a message and build credibility or a brand)
  • cross-platform media and electronic media (using traditional print, synchronous and asynchronous online / digital communications, and emerging digital technologies effectively, and integrating the use of all information flows)
  • public speaking
  • community engagement (involving community members as volunteers, from program supporters to advisers, and creating ways for the community to see the work of an organization firsthand)

Would I consider giving up the consulting life and working just one job, either as a full-time consultant for a year or a full-time, regular employee? Yes! In that regard, I am looking for opportunities to:

  • manage/direct a program at a nonprofit, university or government agency.

or

  • direct the marketing, public relations or other communications activities for a major project or program at a nonprofit, university or government agency – a corporation that matches my professional values.

I have a profile at LinkedIn, as well as details on my own web site about my professional activities. I’m also happy to share my CV with you; email me with your request. If you have any specific questions about my profile, feel free to contact me as well. References available upon request as well!

Looking forward to hearing from you! Questions welcomed!

Who IS that person in charge of your social media?

There is a large international organization I follow on Facebook and Twitter, and I’m sorry to say that its been making major missteps via these social media tools.

In the last four weeks, whomever is in charge of social media at this organization has posted a message that, in my opinion, was completely inappropriate and put the organization in a very bad light, as well as repeatedly posting inaccurate information relating to the mission of this organization and not responding to most online questions and criticisms. But no one seems to be noticing at the organization – the mistakes keep happening, and when I made inquiries to two people who work for the organization, they had no idea what was going on online (in fact, they weren’t sure who was in charge of social media activities). 

It’s painfully obvious that there is no strategy regarding this organization’s use of social media. Perhaps the job has been handed over to an intern or two – after all, if you are in your 20s, you are just automatically an online social media expert, right? It’s also obvious that no one in senior management is following the accounts regularly – because if they were, these very public missteps wouldn’t have gone on this long.

It brings to mind a long, long time ago, way back in the 1990, when a lot of marketing directors at nonprofit organizations handed over web site development and management to the person in charge of IT – the person who kept the computers running. These marketing managers saw the Web as technology, rather than as outreach. Web sites for these organizations often were packed with flashy web features, but light on information, and answers to basic questions that someone goes to a web site for – where the organization is located, the nearest free parking, the nearest mass transit stop, hours of operation, upcoming event information, how to volunteer, etc. – were oh-so-hard to find. Many marketing directors were oblivious to the web site’s shortcomings – they never looked at the site beyond a unveiling of such (at which pizza and soda was served in the break room and a good time had by all).

Back in 90s, I worked at an organization where I was the internal communications manager – but ended up in charge of all Internet outreach. The marketing director (to whom I did not report) thought the Internet was a fad and said he wasn’t interested in it, so I was in charge of building the organization’s web site, and in undertaking all online outreach via email and online discussion groups. He never had any idea what I was doing, and was never interested in sitting down and learning. After several months, he realized his mistake, as what was happening online was being talked about by people and organizations we were trying tor reach much more than our print materials.

I said it back in the 1990s, I’ll say it again now: everyone has a role in an organization’s outreach, online and offline. The receptionist needs to see the organization’s main brochure before it goes to print, or the web site before it’s launched – she or he knows the primary reasons why people call the organization, and she or he can make sure these publications include this information. The people that deliver the organization’s programs or interact most with the public, as well as senior managers, including the head of marketing, need to follow the organization’s social media profiles, and their feedback about such needs to be listened to. Everyone at the organization needs to have copies of print publications and, if they have a comment about the usability of an online tool or how the public is responding to the organization online, senior management needs to listen to them.

Just as importantly, your organization needs a fully integrated social media strategy, a plan that puts a reason behind every Facebook status update and every Tweet, one that answers the questions What are we going to accomplish today with our social media use? What are we going to accomplish this week with our social media use? Three months from now, how are we going to measure social media success? Does the head of marketing have a written outreach plan, and are online tools fully-integrated into such – not just mentioned? Does the head of programming have a fully-integrated plan for using online tools, including social media, in his or her written strategy for the coming year?

And, finally, make sure whomever is posting those messages to Facebook or Twitter or GooglePlus or whatever on your organization’s behalf is fully supervised. That person needs to be sitting in on every marketing meeting and every public event. That person needs to be presenting a briefing on what’s happened in the last week – and not just number of tweets, number of Facebook status updates, number of “likes”, number of “friends”, etc., because numbers really mean nothing. And senior management needs to be following what this person is doing online in real time.

Delegating social media tasks doesn’t mean senior management stops participating online. Too many nonprofit organizations, international aid agencies and other mission-based organizations forget that.

Debate: volunteer manager qualifications

What should the qualifications be for a person that is responsible for volunteers at an organization?

That’s a hot topic right now, and there is a LOT of disagreement about it. Heck, we can’t even agree what to call such a person! (volunteer manager? volunteer resources manager? volunteer coordinator? director of community engagement?)

My view:

If an organization views this person as merely the purveyor of free labor, and sees this person as the primary manager of volunteers in a single activity – volunteers staffing the gift shop or the help desk, working in the food pantry (more with the food than the clients), serving food in a shelter, cleaning up beaches on one-day events –  then the qualifications are going to be quite low. The person in charge of volunteers will report to the head of human resources, won’t be a senior manager, and will be judged on whether or not all shifts are filled and all tasks are completed. Those are skills that can be taught to someone on the job – no need for volunteer management credentials – though some volunteer management workshops would be helpful.

This is how most corporate folks and very traditional organizations view managers or coordinators of volunteers. This is how most volunteer management workshops and most volunteer management conferences view those responsible for volunteers at an organization.

By contrast, if an organization views this person as responsible for:

  • community engagement, demonstrating that the community invests in the organization and believes in its mission
  • building the capacities of other employees to involve volunteers in their work and supporting employee involvement of volunteers in a variety of roles, including in leadership roles
  • being up-to-date on legal issues, political rhetoric and trends that can affect volunteer involvement
  • creating ways for volunteer involvement to relate directly to the organizations mission

then the qualifications required for the person in charge of volunteers are MUCH higher. The manager of volunteers or director of community engagement is not merely the purveyor of free labor; this manager has a direct role on program delivery and, therefore, should report to the director of programs – if not directly to the Executive Director! And credentials are essential – though not necessarily a certificate in volunteer management.

Here’s all the places this is a hot topic right now – check out what’s being said and join the conversation!:

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