What It Takes to be a Successful and Sustainable Not-for-Profit Organization!


Neil Simon, MA | September 20 | 10:15-11:15 AM

Topic: Direct Service | Knowledge Level: Intermediate, Advanced

Making an organization successful and sustainable includes more than being passionate about something; there are business components that need to be developed and consistently embraced to help ensure success. Not‐for‐profits are not only about servicing the public in an area of need, it is about effectively and efficiently managing the development of the organization as a whole including people, processes, financials, technology, and sales and marketing. This 2-hour block presentation explores key business components and how to develop both success and sustainability in today’s highly competitive not‐for‐profit sector along with a live case study in the second hour. It addresses the question: Why should I as an executive, worker, client, volunteer, donor, board member, and stakeholder care about creating a successful and sustainable organization? Neil will cover key components, including fundamental questions (Why does the organization need to exist? What problem are you solving? Who needs to be involved? Where, when, and how is it developed? What are your measures of success? How often should your organization review responses to these questions?); fundamental planning, like a strategic plan and business plan (people, processes, financials, fundraising, technology, sales and marketing, branding, and supporters); business operations (budget, operational, clinical); and board recruitment and development (purpose of the board, determining your current and future business needs, and recruitment & selection). Attendees should strongly consider attending both hours of this session to get the most out of the workshop.

Presentation Objectives:

·  Depict the purpose of business structures that are essential to your success and sustainability.

·  Discuss what is required of business systems and what leaders need to focus on to ensure a successful and sustainable organization.

·  Provide insight of a roadmap/business plan that can be used to expand an existing organization.

·  Address insights and knowledge regarding actual requirements to create an integrated successful and sustainable organization.

About the Presenter