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Nonprofit Basics: Effective Chapter Management from Vision to Implementation Paul Signorelli, National Advisors for Chapters & Mount Diablo Chapter Walt Hansmann, CPLP, Northeast Oklahoma Chapter Friday, October 14, 2011 10 am - noon

Nonprofit Basics for ASTD Chapter Leaders

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PowerPoint slides for a joint presentation by Paul Signorelli and Walt Hansmann on October 14, 2011 at the ASTD Chapter Leader Conference in Arlington, VA. Updated from Paul Signorelli's earlier ASTD conference presentations on nonprofit basics.

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Page 1: Nonprofit Basics for ASTD Chapter Leaders

Nonprofit Basics: Effective Chapter Management from

Vision to Implementation

Paul Signorelli, National Advisors for Chapters & Mount Diablo Chapter

Walt Hansmann, CPLP, Northeast Oklahoma ChapterFriday, October 14, 2011

10 am - noon

Page 2: Nonprofit Basics for ASTD Chapter Leaders

Connecting:From National

to Local

Page 3: Nonprofit Basics for ASTD Chapter Leaders

NonprofitDoes Not Mean

We Can’t Make Money

Page 4: Nonprofit Basics for ASTD Chapter Leaders

Nonprofit Boards as Executive and Legislative Branches

Page 5: Nonprofit Basics for ASTD Chapter Leaders

Rules are not necessarily sacred, principles are.Franklin Delano Roosevelt

Page 6: Nonprofit Basics for ASTD Chapter Leaders

Policies are many, principles are few, policies will change, principles never do.

John C. Maxwell

Page 7: Nonprofit Basics for ASTD Chapter Leaders

No Secrets:We ConnectThroughTransparency

Page 8: Nonprofit Basics for ASTD Chapter Leaders

Exercise 1: Case Study

Article III – Membership and DuesSection 3

The Board of Directors shall fix the initiation and reinstatement fees and membership dues of the Chapter. The annual

membership dues of the organization shall be payable on the anniversary of membership. Membership shall be

terminated when dues of any member are unpaid as of three months after the due date.

Write the Policy Are there membership categories?

What are the fees for each membership category? Who is involved in setting the policy?

Page 9: Nonprofit Basics for ASTD Chapter Leaders

Exercise 2: Case Study

Article II – PurposeSection 7

Providing a place for workplace learning and performance practitioners to network with their peers

The IssueMembers who are consultants want to advertise on the chapter

website. The board needs to create a policy.The Challenge

Working in small groups: Create a policy.

Discuss how you would create this policy at home.

Page 10: Nonprofit Basics for ASTD Chapter Leaders

A meeting is an event where minutes are taken and hours wasted.James Tiberius Kirk

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For the Record

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The Challenge:

Working in small groups, please

Review the minutes of the meeting.

Recommend how they can be improved.

Pull out the key points that should be included

Exercise 3: Case Study

Page 13: Nonprofit Basics for ASTD Chapter Leaders

Running It Like the Business It Is

Page 14: Nonprofit Basics for ASTD Chapter Leaders

Job DescriptionsTo Meet Our

Needs

Page 15: Nonprofit Basics for ASTD Chapter Leaders

CommitteeStructure

withInterlocking

Pieces

Page 16: Nonprofit Basics for ASTD Chapter Leaders

Collaboration with

a Goal

Page 17: Nonprofit Basics for ASTD Chapter Leaders

StretchingOur Resources

Page 18: Nonprofit Basics for ASTD Chapter Leaders

PlanningStrategically

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Marketing for Success

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A Monument Worth Building

Page 21: Nonprofit Basics for ASTD Chapter Leaders

Exercise 4: Plugging Gaps

Implementing MissionThe Challenge

Working in small groups, please: Briefly identify one underdeveloped aspect of your

organization’s infrastructure (bylaws, job descriptions, committee structure, strategic plan, or anything else we have discussed) and identify what is holding you back in terms of

developing that element.

Identify one or two steps you and your colleagues can take when you return home to strengthen

that element.

Page 22: Nonprofit Basics for ASTD Chapter Leaders

Engaging Underutilized

Members

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Engaging New Members

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Filling Existing Gaps with New

Resources

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Putting “Social” at the Center of Social Networking

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Building from the Past for a Stronger Future

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Returning to the Center Of Our World of Governance

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Exercise 5: Engagement

Levels of Engagement

The ChallengeWorking in small groups, please:

Briefly discuss how your chapter currently effectively engages new and current members (activities, committee involvement, utilizing their skills).

Choose one or two things you will adapt and implement from what you’ve learned here to increase levels of engagement face to face or online within your own organization.

Page 29: Nonprofit Basics for ASTD Chapter Leaders

Resources

ASTD Chapter Leader Community: http://www.astd.org/membership/ChapterLeadershipASTD Mt. Diablo Chapter Public Documents: http://mtdiabloastd.org/services/chapter_public_documentsFree Management Library for Nonprofits & For-Profits: http://managementhelp.org/Harvard University Hauser Center for Nonprofit Organizations Online Nonprofit News Resources: http://www.hks.harvard.edu/hauser/links/#news

Page 30: Nonprofit Basics for ASTD Chapter Leaders

Conclusions

Final Thoughts

Q&AActions: Next Steps

Page 31: Nonprofit Basics for ASTD Chapter Leaders

#feedback

Connect with ALC and make it better.

Your comments and suggestions help future chapter leaders.

Please complete the #feedback form and drop it in the basket.

Page 32: Nonprofit Basics for ASTD Chapter Leaders

Stay Connected

[email protected]

http://paulsignorelli.com

http://buildingcreativebridges.wordpress.com

walt.hansmann@gmail. com

http://www.linkedin.com/in/walthansmann

Page 33: Nonprofit Basics for ASTD Chapter Leaders

Credits(Images taken from flickr.com unless otherwise noted)

U.S. Capitol: From Matti Mattila’s photostream at http://www.flickr.com/photos/mattimattila/2711777079/sizes/m/in/photostream/U.S. Treasury Police Logo: From Cliff1066’s photostream at http://www.flickr.com/photos/nostri-imago/4088718736/sizes/m/in/photostream/White House: From Tom Lohdan’s photostream at http://www.flickr.com/photos/tom_lohdan/4217661984/sizes/m/in/photostream/U.S. Capitol: From Ajagendorf25’s photostream at http://www.flickr.com/photos/ajagendorf25/5150291942/sizes/m/in/photostream/

Bylaws photo: From Ryan Overdorf’s photostreamBylaws by Congregation Beth Israel: From the Congregation Beth Israel photostreamConstitution: From the U.S. National Archives’ photostreamDog Guardians: From Iain Ramsey’s photostreamYMCA: From Bonz Photography’s photostreamSecrets: From SamikRC’s photostream at http://www.flickr.com/photos/samikrc/3261645610/Roberts Rules: From Justin Siiles’ photostream

Timepiece: From TW Collins’s photostreamJust the Facts: From Harrity’s photostreamCat’s Paw: From Fippenzee’s photostreamSan Francisco Market: From Dizzy Atmosphere’s photostream at http://www.flickr.com/photos/daveglass/1974026636/Wanted: From Jeffmyers01’s photostream at http://www.flickr.com/photos/jeffmeyers01/3575130872/Puzzle: Thefinsider’s photostream at http://www.flickr.com/photos/41222046@N04/3796209450/Building: Jef Safi’s photostream at http://www.flickr.com/photos/jef_safi/370788914/Arms outstretched: From Diamonds_in_the_soles_of_her_shoes’ Photostream at

http://www.flickr.com/photos/diamonds_in_the_soles_of_her_shoes/2175451042/

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Credits, continuedLeaping: Rob Featonby’s Photostream at http://www.flickr.com/photos/rob_featonby/3289450844/Marketing : Natalie Maynor’s Photostream at http://www.flickr.com/photos/nataliemaynor/2539111053/in/photostream/Jefferson Monument: From Angelskiss31’s photostream at http://www.flickr.com/photos/angelskiss31/4529524860/sizes/m/in/photostream/

Empty swing: FromBen’s photostream at http://www.flickr.com/photos/visbeek/2787578916/Flying papers: From Aldor’s photostream at http://www.flickr.com/photos/aldor/98939138/Glass: From Ryan Thomas Snider’s photostream at http://www.flickr.com/photos/ryansnider/3689263090/Caveman: From Lord Jim’s photostream at http://www.flickr.com/photos/lord-jim/2245362817/Spaceman: From Practicalowl’s photostream at http://www.flickr.com/photos/practicalowl/2263287756/Washington Monument: From Ehpien’s photostream at http://www.flickr.com/photos/91499534@N00/323412710/sizes/m/in/photostream/