1. NON-PROFIT BUSINESS MANAGEMENT PROGRAM Helping non-profit organizations succeed through improved business management N ON -P ROFIT S USTAINABILITY M ODULE 3

2. G ETTING ALL Y OUR D UCKS IN A R OW

3. S USTAINABILITY M ODEL B USINESS S TRATEGY F UNDING S TRATEGY There is not a “one size fits all” business strategy. Look at each program and service critically and rate its importance to your mission.

4. H OW TO BE I NVESTMENT R EADY  Understand your needs  Have plans you can act on  Understand and factor in outside influences  Grow your leadership capacity  Build your financial capacity  Generate community support  Assess the impact of your programs and services  Be willing to readjust as needed

5. W HAT F UNDERS W ANT TO K NOW  What your mission and approach is.  How you achieve your mission.  What leadership qualities your organization has.  Your place in the community you serve.  What resources you have now.

6. M ISSION & A PPROACH  Why, when and how did your non-profit start?  What is your “story”? Why were you founded?  What and where is the community you serve?  What are your organizational values?  What does your organization want to achieve?

7. D IRECTION  How do you achieve your purpose?  What are your major programs?  How do these programs contribute to your mission?  What is your accomplishment history?  What is your future – your strategic plan?

8. L EADERSHIP  Describe your board – skills, strengths, affiliations.  Describe your volunteers – number, hours, jobs.  Describe key staff and volunteers – skills, strengths.  Describe how the community you serve is involved.

9. P LACE IN THE C OMMUNITY  How do you respond to community needs?  Who else does similar work and how do you compare?  What makes your organization valuable?  How do you work with other groups?

10. R ESOURCES  Do you have a detailed budget?  How are you spending your money?  What are your non-financial resources?  What is your current capacity?  What are your limitations?

11. Organizational Assessment

12. Two Key Factors  Mission – how important and relevant an activity is for your organization and the community you serve.  Financial – how an activity impacts your financial success and well being.

13. A CTIVITY A SSESSMENT I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY

14. A CTIVITY A SSESSMENT I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY

15. A CTIVITY S TARS I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY H IGH I MPACT AND H IGH P ROFITABILITY  Primary foundation-funded mission activity.  Fee-for-service program that makes money.  Annual fundraising appeal.  Other?

16. A CTIVITY A SSESSMENT I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY

17. A CTIVITY D UDS I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY L OW I MPACT AND L OW P ROFITABILITY  Little-used resource library.  Program that has lost funding.  Fundraising golf tournament.  Other?

18. A CTIVITY A SSESSMENT I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY

19. A CTIVITY M ONEY T REES I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY L OW M ISSION I MPACT BUT H IGH P ROFITABILITY  Annual silent auction.  Raffle tickets.  5000K run.  Other?

20. A CTIVITY A SSESSMENT I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY

21. A CTIVITY H EARTS I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY H IGH M ISSION I MPACT BUT L OW P ROFITABILITY  State-wide advocacy program.  Mentoring program.  Show of new artists.  Other?

22. A CTIVITY A SSESSMENT M ATRIX I MPACT P ROFITABILITY H IGH I MPACT H IGH P ROFITABILITY L OW I MPACT L OW P ROFITABILITY H IGH I MPACT L OW P ROFITABILITY L OW I MPACT H IGH P ROFITABILITY

23. B E I NVESTMENT READY  Understand the relative value of a program or service to your mission.  Know the true cost of each program or service.  Consider the impact of change on the organization.  Involve the board in the assessment.

24. T HE “D ASHBOARD ” A PPROACH P ROFITABILITY I MPACT 0 1 2 3 4 ($200,000)($150,000)($100,000)($50,000)$50,000$100,000$150,000

25. R APTOR R ESCUE P ROFITABILITY I MPACT 0 1 2 3 4 ($200,000)($150,000)($100,000)($50,000)$50,000$100,000$150,000 R ESCUE & R EHAB C OMMUNITY E DUCATION R ESOURCE L IBRARY E VENTS M AJOR D ONORS D IRECT M AIL P LUSH A NIMAL S ALES

26. A D ETAILED L OOK Rate activities on a numerical scale. One to four is sufficient. You could also use a percentage scale. R APTOR R ESCUE A CTIVITY E VALUATION

27. A D ETAILED L OOK R APTOR R ESCUE A CTIVITY E VALUATION

28. D ASHBOARD D ETAILS

32. R APTOR R ESCUE C URRENT M ATRIX P ROFITABILITY I MPACT 0 1 2 3 4 ($200,000)($150,000)($100,000)($50,000)$50,000$100,000$150,000 R ESCUE & R EHAB C OMMUNITY E DUCATION R ESOURCE L IBRARY E VENTS M AJOR D ONORS D IRECT M AIL P LUSH A NIMAL S ALES

33. R APTOR R ESCUE C URRENT M ATRIX P ROFITABILITY I MPACT 0 1 2 3 4 ($200,000)($150,000)($100,000)($50,000)$50,000$100,000$150,000 R ESCUE & R EHAB C OMMUNITY E DUCATION R ESOURCE L IBRARY E VENTS M AJOR D ONORS D IRECT M AIL P LUSH A NIMAL S ALES Reason for most grants and individuals donations Improve because it helps Rescue & Rehab which increases Funding opportunities Change it or consider dropping it Improve or increase efforts to grow activity

34. R APTOR R ESCUE N EW M ATRIX P ROFITABILITY I MPACT 0 1 2 3 4 ($200,000)($150,000)($100,000)($50,000)$50,000$100,000$150,000 R ESCUE & R EHAB C OMMUNITY E DUCATION AND R ESOURCE L IBRARY M ERGER M AJOR D ONORS D IRECT M AIL P LUSH A NIMAL S ALES Merge Outreach and resource library & decrease cost of outreach Eliminate events that require Equipment rental or space fees More focus on Stars

35. F UNDING

36. R EVENUE S OURCES Total Revenue Contributed Revenue Earned Income

37. R EVENUE S OURCES Contributed Revenue InstitutionsChurchesService ClubsCorporationsFoundationsGovernment

38. R EVENUE S OURCES Contributed Revenue Individuals Annual Event E-mailDirect MailInternet Planned Giving Pledges

39. R EVENUE S OURCES Earned Revenue Related Income Unrelated Income

40. R EVENUE S OURCES Earned Revenue Related Income Government Contracts Fee for Service Fees from 3 rd parties Sale of Donated Goods Event Income

41. R EVENUE S OURCES Earned Revenue Unrelated Income Advertising Income Sale of Purchased Goods Revenues from any Non- Mission Activity

42. G OING A FTER G RANTS

43. H OMEWORK  What size grants do they make?  How many grants did they make last year?  What % were given to non-profits similar to you?  What was the average grant amount?  Does anyone know people at the foundation?  Can you call them or contact them directly?  Do you have a project that fits their profile?  What do they want from you and when?

44. C RAFTING A P ROPOSAL - 1  What is your specific request?  Who are you and what is your history?  What is the community need you will meet?  How does your project address this need?  What are the measurable outcomes?  What is your timeline and work plan?  Who are the key staff & volunteers?  How much of their time will be involved?

45. C RAFTING A P ROPOSAL - 2  What are the projected costs and funding sources?  How will you sustain the project after the grant?  Who else has this service & how do you compare?  How are you working with others in the community?  Why are you the best one to provide the service?  How and when will you evaluate the program?  How many people or groups will benefit?  What other kind of support to you have?

46. C HECKLIST - W HAT Y OU N EED  Organizational resume.  Program description.  501(c)(3) letter from IRS.  Board list – with or without affiliations.  Financial statement.  Recent & previous audit or financial review.  Program budget.  Program financial statement.  Latest IRS Form 990.  Bylaws  Conflict of Interest and Whistleblower policies.  Letters of support – very relevant only.  Supporting materials – photos, brochures, newspaper clippings, etc.

47. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of Lane Community College. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Contact Disabilities Resources at 541.463.5150 (voice) or 541.463.3079 (TTY), or stop by Building 1, Room 218 on the Lane main campus. This information is available in alternate format upon request. Lane is an Equal Opportunity/Affirmative Action Institution. Material subject to change without notice. © 2011-2012 Lane Small Business Development Center. 2011 Non Profit Brochure. indd Small Business Development Center