1. Navigating Through Change Madison Non-Profit Day October 2, 2014 Allison Cooley, Founder and Lead Consultant Effectability, LLC

2. Agenda Discuss some of the major challenges and changes non-profits will face in the next few years Share strategies to prepare your organization for the change or challenge and successfully navigate through it.

3. What’s coming your way?

4. Baby boomers are retiring: 8,000 Baby Boomers turn 65 every day.

5. Individual donations are up! But the volume of donors is trending down (givingusareports.org, blackbaud.com)

6. Innovation (and competition) from social enterprises: Will new approaches help or get in the way?

7. Social Enterprises Directly address a social need and serves the common good through its products and services or the people it employs Commercial activity is a strong revenue driver whether through income stream or within a nonprofit’s mixed revenue portfolio or a for-profit enterprise “Common good” is literally the primary purpose.

8. Example: Old Skool Cafe

9. Pressure to show results to funders and stakeholders is increasing.

10. Significant increase in the number of nonprofit organizations

11. Generational differences (nonprofithr.com, nextgendonors.org)

12. Increased diversity in funders, constituents, stakeholders

13. Technology…social media, online giving, infrastructure, etc. is continually changing and evolving. (nten.org)

14. Shrinking government aid (changingourworld.com)

15. Economic inequality raises tricky issues for donors.

16. What is on your horizon?

17. What’s driving change in your world? External Forces Growing diversity of workforce i.e., generations New policies & legislation Shifting constituent expectations Changes in the economy Funding changes Shifting expectations of donors Rise of social media Internal Forces Performance gaps Employee engagement New staff / leadership A new mission Quality issues

18. Don’t let change overcome you.

19. Does your organization… Stay ahead of changes or play catch up? Directly and planfully address threats and weaknesses or avoid dealing with them? Reward innovators, risk takers and creative problem solvers? Seem more concerned with solving today’s problems rather than planning for tomorrow’s opportunities? Does everyone have the same understanding of vision for the future?

20. Characteristics of a Resilient Organization Positive Focused Flexible Proactive

21. A Positive Culture: Appreciates change Views disruptions as natural Expects the future to be constantly changing Sees changes as opportunities Believes lessons can be learned from change Doesn’t blame others for the unexpected

22. A Flexible Culture: Has a high tolerance for ambiguity Recognizes personal strengths and weaknesses Staff meets challenges, modifies personal assumptions Leaders display patience, understanding and humor when dealing with change Everyone acknowledges that there are a number of right ways to accomplish goals

23. A Focused Culture: Staff doesn’t let stress in one area affect others Leaders provide a source of meaning, big picture on down Leaders use action plans and guidance systems Everyone constructively deals with distractions and obstacles

24. A Proactive Culture: Leaders use resources to creatively reframe a changing situation Everyone responds to disruptions by investing energy in problem solving and teamwork, influencing others and resolving conflict Draws important lessons from change-related experiences Risk taking is encouraged

25. Successfully Navigate Through Change

26. ALWAYS maintain a clear eye on the destination.

27. Routinely think and talk about the future.

28. Don’t get sucked into the weeds or stuck on a sandbar.

29. Reward progress toward goals.

30. Remember you are a business.

31. Foster a multi-generational, multi- faceted perspective.

32. Pay attention to the people.

33. Nurture a strong board.

34. Thank you! Allison Cooley, Founder and Lead Consultant Effectability, LLC Allison @effectability.net