The budget is a tool not only for financial management and oversight, but also for operationalizing your organization’s priorities. Full-cost budgets name the true costs and complete resources it takes to run an effective organization. Join this session to learn how to build a budget that considers all you need to execute your strategy, develop your fiscal curiosity to ask questions relevant to your fiscal responsibilities, and follow three steps to build a full-cost budget that reflects your organization’s strategy. Attendees will participate in small group interactions to learn how their organization’s strategy should inform their budget process, decision-making, and financial management and how budgets should include operations costs and strategic investments, in addition to program costs, to sustain a healthy organization.

Join David Deaton, Co-founder, MindSalt. David has has more than 20 years of experience transforming organizations of all types, sizes, and industries. He has extensive expertise in strategic planning, operational and financial analysis, market research, and effective execution.

In this two-part course, we’re going to unpack the not-so-secret world of successful grant systems. It’s about seeing the forest, not just the individual trees. We’ll get your entire organization aligned—from the metrics you track to the stories you tell. We’ll show you how to turn data into compelling narratives and budgets into stories about your future success. This isn’t about getting good at writing a grant; it’s about getting great at winning them.

And because we’re all about working smarter, not harder, we’ll integrate some tech magic into your grant strategy. We’re talking about leveraging AI, like ChatGPT, to customize and craft proposals that speak directly to funders’ hearts and minds. By the time we’re done, you’ll have a toolkit that takes the dread out of the process, leaving more room for what you all do best — creating positive change.

Part 1: October 7th 1:00 PM-5:00PM Understanding Grants and their Basics

Part 2: October 8th 9:00 am-1:00 pm Advanced Techniques and AI Integration

You are encouraged to bring a laptop to day 2 along with a current grant proposal.

Matt Leighty, Founder and Chief Strategy Officer of GrantFlow. Matt and his team at GrantFlow have successfully raised over $155 million for clients, translating into significant social impact – from healthcare for the homeless to educational resources for students, support for veterans, and more.

Lifecycle of a Nonprofit

Like humans, organizations go through different lifecycles, and specific competencies and performance measures distinguish each stage. During this interactive workshop, you will learn about Nonprofit Lifecycles, the advantages of using this framework, and why the alignment of programs, management, governance, resources, and systems is so important. You will have the opportunity to assess your organization using the Lifecycles “selfie” and begin to develop strategies for alignment that will strengthen your organization.

Volunteers play critical roles in nonprofit organizations. Are you looking to boost your nonprofit’s capacity with volunteers? This 6-part Volunteer Engagement and Management training includes sessions on establishing the framework, planning, recruiting, onboarding, supporting, and evaluating. Register for any and all that interest you.

In Module 6 Evaluation on March 10th from 9 am-noon, you’ll learn strategies for figuring out what is and isn’t working, including how to build a foundation for evaluating volunteer engagement and how to use surveys and feedback to improve outcomes for volunteers, staff, and the organization as a whole.

Objectives

Examine strategies for figuring out what is and isn’t working:

• Build a foundation for evaluating volunteer engagement.
• Recognize the difference between Program Evaluation and Stakeholder Evaluation.
• Explore Impact Statements, Mutual Feedback and Stakeholder Satisfaction Surveys to improve outcomes for volunteers, staff and the organization as a whole.

Volunteers play critical roles in nonprofit organizations. Are you looking to boost your nonprofit’s capacity with volunteers? This 6-part Volunteer Engagement and Management training includes sessions on establishing the framework, planning, recruiting, onboarding, supporting, and evaluating. Register for any and all that interest you.

In Module 5, Supervision & Support, on February 10th from 9 a.m. to noon, you’ll learn tools and strategies to ensure volunteers feel supported, effective, and appreciated. These include strategies for volunteer supervision and support, causes of and options for addressing volunteer performance problems, and effective ways to reward and recognize volunteers​.

Objective

Provide tools and strategies to ensure volunteers feel supported, effective and appreciated:

• Articulate the benefits of supporting and supervising volunteers.
• Design and implement strategies for volunteer supervision and support.
• Explore causes of and options for addressing volunteer performance problems.
• Identify effective ways to reward and recognize volunteers​.

Volunteers play critical roles in nonprofit organizations. Are you looking to boost your nonprofit’s capacity with volunteers? This 6-part Volunteer Engagement and Management training includes sessions on establishing the framework, planning, recruiting, onboarding, supporting, and evaluating. Register for any and all that interest you.

In Module 4, Intake & Onboarding, on January 13th from 9 a.m. to noon, you’ll learn how to create systems to screen, place, orient, and train volunteers. This includes techniques for interviewing and matching volunteers with positions, designing effective volunteer orientation, and assessing and meeting volunteer training needs.

Objectives

Create systems to screen, place, orient and train volunteers:

• Define techniques for screening, interviewing and matching volunteers with positions.
• Describe the difference between and importance of orienting and training volunteers and staff.
• Design effective volunteer orientation.
• Assess training needs and design training to equip volunteers and staff.

Volunteers play critical roles in nonprofit organizations. Are you looking to boost your nonprofit’s capacity with volunteers? This 6-part Volunteer Engagement and Management training includes sessions on establishing the framework, planning, recruiting, onboarding, supporting, and evaluating. Register for any and all that interest you.

In Module 3, Opportunities & Outreach, on November 11th from 9 a.m. to noon, you’ll acquire the tools to attract the volunteers you need by examining trends in volunteerism and how they might inform opportunities and outreach, developing position descriptions with a Volunteer Experience Lens, exploring targeted recruitment concepts, and developing an Outreach Strategy.

Objective

Acquire tools to get the volunteers you need in the door:

• Examine trends in volunteerism and how they might inform opportunities and outreach.
• Develop position descriptions with a Volunteer Experience Lens.
• Explore targeted recruitment concepts and consider potential audiences.
• Develop an Outreach Strategy.

Volunteers play critical roles in nonprofit organizations. Are you looking to boost your nonprofit’s capacity with volunteers? This 6-part Volunteer Engagement and Management training includes sessions on establishing the framework, planning, recruiting, onboarding, supporting, and evaluating. Register for any and all that interest you.

In Module 2, Planning for Volunteer Engagement, on October 14th from 9 a.m. to noon, you’ll start planning how and where volunteers fit in your organization. You'll learn about each step of volunteer engagement, how to conduct a Volunteer Engagement Assessment, risks to consider when deciding how to engage volunteers, and the resources and support needed to engage volunteers effectively.

Objectives

Start planning for how and where volunteers fit in our organizations:

• Describe the many steps of volunteer engagement.
• Learn how to conduct a Volunteer Engagement Assessment.
• Consider risk when deciding how to engage volunteers.
• Identify resources and support needed to effectively engage volunteers.