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For leaders and team members at small to midsize nonprofits to get guidance, uplifting, and resources for philanthropy data, database, and operational processes.
Ops Insights #099 - We are Going to Use Excel
Let’s talk about a comment an executive leader said to me two weeks ago. “For unqualified prospects, we are going to use Excel.” As the leader said this, many thoughts entered my mind. So many thoughts. Why? That is how I replied. Normally I’m a bit less direct, but we’ve been working together for three years, and two years ago we set up and launched a complete moves management program. It included all stages from identification to stewardship and everything in between. Trainings, dashboards, portfolio reviews, strategy sessions. When I heard they decided to use Excel for unqualified prospects, I was confused.
Ops Insights #096 - Executive Leaders: Add Equality to the Backline
Add equality to the backline to see philanthropy efforts grow faster. 3 ways I’ve seen successful (and unsuccessful leaders do it: 1, have the lead of the backline report directly to you, the leader. 2, give them a seat at the table. 3, allow them room to fail. 1, 2, 3: Do all 3 for fundraising efforts to grow better and higher. For the love of fundraising, add equality to the backline.
Ops Insights #019 Learn to Communicate with Leaders
We are diving into learning to communicate directly with leaders. As you advance in your career, the sooner you can acquire this skill set, the more valuable you will be. The first step is to understand different styles. Have you taken one of those personality tests? The ones where you answer a bunch of questions and it tells you your behavioral style? I’ve always been amazed at how accurate they are. Let’s dive in.