• Introduction to Nonprofit Management
o What a nonprofit is (and isn’t)
o Pros & cons of starting a nonprofit
o Introduction to staff, committee, and board structure
o Process for applying for tax-exemption & alternative options
o Strategic partnerships: Your nonprofit & LLC
o Leadership training
o. Clarifying Your Mission, Vision, & Target Audience
• Identifying Community Needs & Frame-storming How to Solve Them
• Conducting Market Research
o Conduct market research to figure out if your idea is needed in the community (determine key competitors)
• Establishing Programs & Identifying Short- & Long-Term Goals
o Organize & write out an overview of what programs you want to offer
o Create pitch deck
• Board Development & Recruitment
o Generate a list of current organizational strengths and weaknesses
o Develop committees (if needed)
o Finding qualified board members
o Draft board recruitment message
o Host Zoom or in-person recruitment presentation
o Create onboarding packet
• [For Founders & Eds] Onboarding Your Board of Directors & Hosting Your 1st (or next) Board Meeting
o Having your board sign proper documentation
o Collecting project management team’s credentials
• [Invite Your Board] Board training
• Compliance Check- Is your organization’s foundation strong?
o State requirements for starting a nonprofit
o Best practices for choosing a name
o Bylaws & COI check
o Virtual office address setup
o Articles compliance
o Difference between long form 1023 and streamlined 1023
o Nonprofit Bank Account (Best practices)
o Setting up your accounting binder (w/monthly profit and loss statements)
o Annual state compliance check & creating a compliance checklist
o How to maintain tax-exempt status
o Crisis communications plan
• Branding
o Why it’s important
o How to use each social media platform
o Website best practices
o IG page best practices
o IG Content strategy, hashtag strategy, etc.
o Create 30 days of content
• Introduction to In-Depth Program Design
o What it takes to design a program
o Deciding which programs to start with
o How and when to launch programs
o. Creative techniques for navigating barriers to entry (limited funding, no building, politics)
•. In-Depth Program Design 101 Program Narratives
• In-Depth Program Design 102 Statement of Need
• In-Depth Program Design 103 Case for Support
• In-Depth Program Design 201 Outcomes
o Keys to success
o Establishing an intake process
o Tracking Key Performance Indicators
o Creating a logic model
o Exploring options for delivering services (wrap around, person-centered approach, case management, etc.)
o Tracking results
o Importance of tracking outcomes
• In-Depth Program Design 202 Budgeting 101
o What it is & best practices
o Bookkeeping best practices
o Startup budget
• In-Depth Program Design 203 Operational Budgeting & Justifications
• In-Depth Program Design 204 Program Budgeting & Justifications
• In-Depth Program Design 301 Staffing your Program
o How to get volunteers, interns, staff, mentors, etc.
o Creating job descriptions
o Staffing hacks
o What paperwork you should have in place for each type of staff
o Best practices, tips and resources for bookkeeping
o Handbooks, training, & onboarding staff
o Liability insurance: What is it and how and when to use it
• In-Depth Program Design 302 Pricing your Services & Alt. to Charging the Client
o Determine whether you should adopt a fee-for-service model
o Different types of fee for service models (flat fee, based on federal income limits, bill to insurance, voluntary donations) etc.
• In-Depth Program Design 303 Curriculum Design
• In-Depth Program Design 401 Service In Action
o Service delivery best practices
o Operating Model
o Coordinating team roles
o Promoting collaboration
o Streamlining decision processes
o Capacity building
• In-Depth Program Design 402 Outsourcing/Building Community Partnerships
o How to outsource to provide wrap around services
o Types of community partnerships and how to achieve them
o Strategy for building community partnerships (how to find them, what to say & how to do it)
• In-Depth Program Design 403 Performance Management
o How to track important data and create a plan for monitoring improvement
o Communicate progress and success
• PR & Marketing (101) Crafting Your Story + Must Have Resources for 501c3 organizations (including $10k Google Ad Grant)
• PR & Marketing (102)
o Marketing strategies overview
o Crafting marketing budget
o SMART Marketing Objectives
o Goals (acquire new donors/members, deepen community engagement, raise awareness, become a thought leader, etc.)
o Creating Donor Persona
o Developing PR Strategy
o How to build trust through testimonials
• PR & Marketing (103)
o How to score speaking engagements
o Email marketing strategy
o Direct Mail Strategy
o Phone Marketing (What to say and how to do it)
• PR & Marketing (201)
o Video Marketing
o Cause Marketing
o IG automations
o Text Marketing
o Premiums (small gifts for donors)
• Fundraising 101
o What is fundraising
o Networking 101
o How to garner support in your community
o Word of mouth fundraising
• Fundraising 102- Funding Development Plan
• Fundraising 103- Fundraising Events
• Fundraising 201- Corporate Funding
o How to score matching gifts
o How to score volunteer grants
o How to score In-kind donations
• Fundraising 202- Attracting Individual Support & Donations (Online)
o Annual campaign (What it is and when and how to start)
o How to score pledges and recurring donations
o Boosting success with T-shirt fundraising
o Door-to door and crowdfunding
• Fundraising 203- Attracting Individual Support & Donations (Peer-to-peer)
• Attracting Individual Support & Donations (Additional Methods)
• Fundraising 203- Capital Campaign planning
• Fundraising 301- Gifts from major donors/legacy gifts and planned giving/bequests
• Fundraising 302- Business credit (How to establish business credit with and without your personal credit)
• Fundraising 303- Leveraging earned income & nonprofit/for-profit partnerships
• Proposal writing 101
o Grant writing basics
o Putting together the requirements
o Intro to grant research
• Proposal writing 102
o Increasing your chances of getting funded/ building relationships
o Putting together a cover letter
o Drafting a letter of inquiry
• Grant research 101- Locating Corporate Grants
• Grant research 102- Locating Community & Private Foundation Grants
• Grant research 103- Locating Government Grants & Contracts
• Grant walkthrough 1
• Grant walkthrough 2
• Grant walkthrough 3
•. Managing grant submissions
•. Tracking the status of grants
• Handling multiple grant awards
• Failing to get a grant award
• Properly managing grant funds
• Working with our grant writers