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PUBAFRS 3140 Nonprofit Management and Governance (3 credits) Fall 2018 _____________________________________________________________________________________

Class day and time: Tuesdays and Thursdays 11:10 am to 12:30 pm Class location: Page Hall 060

Instructor: Prof. Mary Tschirhart, MBA, Ph.D. Contact: tschirhart.2@osu.edu, 614-688-3382

Office hours: 310N Page Hall, Thursdays 1:10 to 1:40 pm and by appointment

COURSE DESCRIPTION PUBAFRS 3140 helps students develop knowledge and skills for the management and governance of nonprofit organizations. We’ll use multiple learning methods including lectures, case studies, exercises, presentations and written assignments to develop a robust understanding of how to address management and governance challenges experienced by nonprofits. Topics include how to build capacity of nonprofits, achieve missions and be effective, make structural and strategic choices, acquire resources and steward them, and engage in marketing. We’ll also cover governance practices, executive director dynamics, and human resource management including volunteer programs. We’ll address opportunities and constraints for advocacy. To round out the course, we will consider how to manage strategic alliances, innovation, and change. This course is required for students seeking a nonprofit minor. It is open to students from other programs who are interested in working with or in nonprofit organizations.

LEARNING OBJECTIVES Upon successful completion of this course students will:

Enhance knowledge and ability to apply tools and theories for evaluating management and governance options for nonprofits

Demonstrate understanding of nonprofit management challenges and opportunities through discussion, case study, small group analysis, and assignments

Improve skills for analyzing management dilemmas and proposing responses

GRADING Class Attendance and Discussion Input 5 In-Class Exercises and Quizzes (using readings) 10 Two Brief Case Memos 40 Group Handout & Presentation 30

Scorecard & Explanation of Your Vote 5

Final Exam (short case analyses) 10

TOTAL=100 Optional Extra Credit Option 3 points Scale: A: 93-100 points, A-: 90-92, B+: 88-89, B: 83-87, B-: 80-82, C+: 78-79, C: 73-77, C-: 70-72, D+: 68-69, D: 64-67, E: 63 or less

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Class Attendance and Discussion Input (5%, 5 points maximum): Meaningful classes require student preparation and participation. Missing class, not being prepared, and not contributing to discussions adversely affects learning. Good participation is actively listening to classmates and advancing discussions. Effective comments add to fellow students’ understanding of material, challenge and/or clarify ideas expressed by others, integrate material from past classes, and show evidence of analysis rather than mere opinion. I expect all students to attend each class, unless excused by professor, and participate in discussions. Students who effectively join in discussions and have 0-2 unexcused absences will receive the maximum five points. Points are lost for over two unexcused absences and weak to no participation. In-Class Exercises and Quizzes (10%, 10 points maximum): There will be short pop up quizzes and exercises sprinkled throughout the course to allow you to demonstrate your knowledge of the readings for the day. You will have opportunities to earn up to 10 points from the exercises and quizzes. There are no make-up exercises or quizzes. If you miss class, you miss the opportunity to earn points for any exercise or quiz given that day. If you already have ten points you cannot earn more points on any remaining exercises and quizzes. Each quiz has one to two questions and focuses on a major idea from the reading – there is no need to memorize small details to do well on the quizzes. Brief Case Memos (40% -- best 2 out of a maximum of 3 submitted (20 points for each of two memos), 40 points maximum): Cases provide insights into challenges faced by nonprofit managers and allow students to demonstrate how they would apply course concepts to management and governance issues. There are cases available for analysis in the schedule (designated as CASE). They contain background information and description of an existing or impending challenge and past difficulties. Students have a choice of which cases to use for their memo. All students are required to turn in TWO case memos but you can turn in a third to swap out an earlier case grade. A third case memo is NOT required. The specifics for each available case memo are in the syllabus. Follow the instructions for the case that you are using for the memo. I grade memos only if submitted before the case discussion. Submit using Carmen, e-mail to tschirhart.2@osu.edu, or hard copy form at beginning of class for the assigned case. Students should prepare all cases for discussion, not just those used for papers.

Group Handout & Presentation (30%, 15 points max for handout and 15 points max for presentation): A course goal is for students to enhance understanding of methods for assessing management and governance of a nonprofit. To help achieve this goal, students work in a group to investigate a nonprofit using on-line resources and an in-person, phone or e-mail interview with an organizational representative. Information from other sources may be used but is not required. The group will prepare a one-page double-sided handout for the class and a ten minute presentation on their nonprofit and make a case for why it is deserving of a donation of $1000. The class will decide which nonprofit presented will get the donation. The handout and presentation are graded on accuracy and clarity of the information presented and quality of argument for why the nonprofit deserves the donation. See rubric for detail on the grading of the handout and presentation. Nonprofits outside the U.S. may be used if there is a way to send the donation to a U.S. nonprofit that will then send it to the nonprofit (for example, through Global Giving). Financial information must be available for chosen organizations and they must have 501(c)(3) status or equivalent. Ask me if unsure if an organization fits assignment or you wish to make a case for using one not fitting the criteria. Groups are expected to be able to present an assessment of: Balance of mission and mandates, internal capacity, and external support; extent organization follows ethical and professional standards, quality of management and governance (internal capacity assessment), and current needs (how $1000 will help nonprofit with its governance or management needs).

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Scorecard and Explanation of Your Vote (5%, maximum of 5 points): After the presentations, each person will be able to cast a vote for the organization that appears to be the best managed and governed. For this assignment, you will justify your vote by explaining it using course ideas on what it means to be well-managed and governed. You cannot vote for the organization you presented. The scorecard assignment gives you practice in prioritizing evaluation criteria and looking for relevant info. Before the presentations, you will have an opportunity to create your own scorecard. You will submit a one to one and a half page report providing your scorecard that compares organizations and explaining how it led to your donation decision.

Final Exam (10%, maximum of 10 points): The purpose of this assignment is to demonstrate how you can apply what we have covered in the class to a management dilemma(s). The required readings will be the inspiration for the questions related to the short case(s) for the exam. Extra Credit (3 points): You have the opportunity to read a report and give the class a 4 minute presentation with no more than three PowerPoint slides on highlights from the report. Contact the professor for a date to give a presentation on a report. Limited time is available. This offer is on a first come first served basis. At the end of the semester there may be no slots available so schedule early. See the course website for a list of available reports to use for your presentation. You may propose a report not on the list for the professor’s approval. If you wish you can work in a team of two and each receive three points.

READINGS There are required and optional readings as designated in the schedule. The book is: Managing Nonprofit Organizations by Tschirhart & Bielefeld, (2012), San Francisco: John Wiley & Sons (ISBN-10: 0470402997

or ISBN-13: 978-0470402993). Book is noted as MNO in course schedule. Not all handouts are listed in the schedule. The book is available through the library and in the textbook reading area in Page Hall, 2nd floor. Students can access textbook information via the Barnes & Noble bookstore website: www.shopOhioState.com as well as from

their BuckeyeLink Student Center. This information is disseminated by B&N to all area bookstores. You may buy from a store of

your choice and/or shop for books (always use ISBN# for searches) on line.

ACCOMMODATION POLICY

“Students with disabilities that have been certified by the Office for Disability Services will be appropriately accommodated and should inform the instructor as soon as possible of their needs. The Office for Disability Services is located in 150 Pomerene Hall, 1760 Neil Avenue; telephone 292-3307, TDD 292-0901; http://www.ods.ohio-state.edu/.”

OTHER POLICIES Classroom conduct: Mobile devices should be turned off during class. Laptop computers, tablets and other devices are allowed as needed for course purposes only. Students are expected to be respectful of their colleagues and guests during class. Misconduct: Academic and personal misconduct are defined and dealt with according to the Code of Student Conduct (http://studentaffairs.osu.edu/resource_csc.asp). Work should be original. Excessive quotation and paraphrasing of other’s work with or without citation will not be accepted. Grade Appeals: Grades on assignments and exams reflect overall quality of performance. You may appeal your grade on an assignment. To appeal a grade, submit a clear written explanation describing why you believe the assigned grade is inappropriate within one week after your work is returned. I will carefully

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consider all such appeals. I will not re-grade an individual component of an assignment; instead I will re-grade the entire assignment. As a result, the final grade for the re-graded assignment may be greater than, less than, or equal to the original grade. Mental Health Statement: As a student you may experience a range of issues that can cause barriers to learning, such as strained relationships, increased anxiety, alcohol/drug problems, feeling down, difficulty concentrating and/or lack of motivation. These mental health concerns or stressful events may lead to diminished academic performance or reduce a student’s ability to participate in daily activities. The Ohio State University offers services to assist you with addressing these and other concerns you may be experiencing. If you or someone you know is suffering from any of the aforementioned conditions, you can learn more about the broad range of confidential mental health services available on campus via the Office of Student Life Counseling and Consultation Services (CCS) by visiting ccs.osu.edu or calling 614-292- 5766. CCS is located on the 4th Floor of the Younkin Success Center and 4th Floor of the PAES Building. 24 hour emergency help is also available through the National 24/7 Prevention Hotline at 1-800-273-TALK or at suicidepreventionlifeline.org

COURSE SCHEDULE

DATE BEFORE CLASS ACTIVITY MAIN TOPIC(S) KEY LEARNING, EVENT WEEK 1

Aug 21 (Tu) Get access to textbook Check out course website

Student Intros Course

Intro

Nonprofit management

overview

Aug 23 (Th) Optional reading:

MNO chap 1 Required readings:

MNO chap 2

OANO standards

Criteria for an Effective

and Ethical Nonprofits

Standards for nonprofits

Create Draft Scorecard for

evaluating NGOs

WEEK 2

Aug 28 (Tu) Required readings:

Starting a NPO

MNO chap 3

Value Proposition, Establishing a Nonprofit

Why and how be a nonprofit

Aug 30 (Th) Required readings: MNO chap 4

Who Decides?

Business Case, Bylaws,

Structure, Roles, SOPs

How design a nonprofit

WEEK 3

Sep 4 (Tu)

Required readings: Framework for Analyzing

Board Chair’s Dilemma

Memo instructions, Organization design

Diagnosing issues and considering options

Sep 6 (Tu)

Bring in ideas for a nonprofit to use for group project – for ideas, see: www.guidestar.org and http://www.charitynavigator.org/http://www.charitynavigator.org/ Required readings:

MNO chap 5

Project instructions

Online info to tap for

group project

Strategy

Group formation Organizational strategy options?

WEEK 4

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Sep 11 (Tu) Required readings:

Analyzing the dynamics

MNO chap 6

Acquiring resources, Value appeals

What’s reasonable for

revenue generation

Sep 13 (Th) Required readings: MNO chap 7

If have 990/financials for project organization, bring to class

Fundraising, Financial Stewardship

How find and manage

financial concerns

WEEK 5

Sep 18 (Tu) Required readings: The Looking Glass World…

MNO chap 8

Marketing How engage in strategic

marketing

Sep 20 (Th)

PAPER OPTION

Required reading: CASE: Pineville

Application of Ideas What recommend and why

WEEK 6

Sep 25 (Tu) Required reading:

MNO chap 9 Boards and Governance

How build and maintain a strong board

Sep 27 (Th) Required reading: Updating the leadership…

MNO chap 10

Executive

Directors

How recruit and support CEO

WEEK 7

Oct 2 (Tu) Required reading:

MNO chap 11

Strategic Human Resource Management

How manage workers

Oct 4 (Th)

Required reading: MNO chap 12

Values, Beliefs and Motivations

How motivate others

WEEK 8

Oct 9 (Tu)

Prep requirement to be determined. You will do an in-class exercise that

may require some before class preparation

Guest—Yinglin Ma

Oct 13 (1h)

NO CLASS

WEEK 9

Oct 16 (Tu)

Required reading: MNO chap 14

External Relations Public relations

Oct 18 (Th)

PAPER OPTION

Required reading: CASE: NAACP

Application of Ideas What recommend and why

WEEK 10

Oct 23 (Tu)

Guest Speaker Rachel Finney: CEO, Columbus Humane

Managing staff and volunteers

Insights from leadership story

Oct 25 (Th) Required reading:

MNO chap 15

Partnerships, Alliances

and Affiliations

With whom, how collaborate

WEEK 11

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Oct 30 (Tu) Required reading: MNO chap 16

Change and

Innovation

What change is feasible and

worthwhile

Nov 1 (Th) PAPER OPTION

Required Reading: CASE: Casa de Esperanza

Application of Ideas What recommend and why

WEEK 12

Nov 6 (Tu) Guest speaker Karin Zuckerman, Director Vet Medical Center and Former CEO of Easter Seals Central and Southeast Ohio as well as holding positions in hospitals

Managing change Insights from leadership story

Nov 8 (Th) Materials provided during class for reading

Building a case for support

Finalize scorecard

WEEK 13

Nov 13 (Tu) To be determined based on student interest

Nov 15 (Th) MEET IN GROUP, not full class

Time to work in your groups on your

handout and presentation.

Group Working

Session

Individually, send professor

Group Status Report by

November 18 (required)

WEEK 14

Nov 20 (Tu) Required reading: MNO chap 17

Blueprint 2018

Future Imagining What likely to face in future,

Diagnosis of issue for your

project organization

Nov 22 (Th) NO CLASS: Thanksgiving Break

WEEK 15

Nov 27 (Tu) Required readings after class:

Student Handouts

Presentations Scorecard evaluation

Nov 29 (Th) Required readings after class:

Student Handouts

Presentations Scorecard evaluation

DUE DATE

Dec. 5 noon

Scorecard and vote explanation Turn in Scorecard Assignment

WEEK 16

Dec 4 (Tu) Announcement of Donation Recipient,

Thoughts, Take-aways

Course Debrief Management and

Governance Lessons

FINALS WEEK

Dec 10 (Mo)

by 2 pm

FINAL EXAM

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