Successful Nonprofits Podcast

Every executive director works hard to achieve growth. But what happens to her job, and to her, when rapid growth actually happens? Dr. Rob Harter led a nonprofit organization for nearly 14 years, growing its staff from 8 to more than 70 and its annual revenue to about $9 million. In this episode he explains how he raised his small organization's community profile, what had to change in his own leadership as the staff grew, and how to spot burnout in your team and in yourself before it costs you good people. If your organization is growing faster than your capacity to lead it, this conversation will help you manage that growth without burning out. This episode answers questions like: · How do I get my nonprofit known in my community? · How can my nonprofit get coverage on local radio or in the local newspaper? · What should I stop doing as my nonprofit grows? · What if a long-term and loyal employee can't keep up with our growth? · What are the early signs of burnout in my staff? · How can an executive director take a vacation without checking email? · Should my nonprofit be using AI? Links mentioned in this episode: · Rob Harter Coaching (coaching, consulting, the Leadership Mastermind, a free first coaching session and his newsletter): https://robharter.com/ · Nonprofit Leadership Podcast: https://nonprofitleadershippodcast.org/ · Dr. Rob Harter on LinkedIn: https://www.linkedin.com/in/dr-rob-harter-25457313/ · Nonprofit Leadership Podcast on Instagram: https://www.instagram.com/nonprofitleadershippodcast/ · Christian Center of Park City: https://www.ccofpc.org/ Looking for more? Check out these amazing episodes: · Impact Without Burnout with Beth Kanter: https://successfulnonprofits.com/portfolio/impact-without-burnout/ · Stop Doing $25-per-Hour Work: https://successfulnonprofits.com/stop25work/ · 6 Ways to Use AI in Your Nonprofit: https://successfulnonprofits.com/use-ai-in-your-nonprofit/

Is your nonprofit 18 months into its strategic plan and still stuck? When an executive director brings me a plan that isn't moving, the trouble usually sits in one of two places: leadership, or the structure of the plan itself. This episode is about structure. In this episode, I walk through the seven mistakes I see again and again: goals with no strategy behind them, no decision screen to filter shiny objects, no contingency plans, staff left out, the board left out, no financial pro forma, and no way to evaluate progress. Along the way I share what a pandemic-era performing arts client did with its contingency plan, and the repeat client that taught me staff focus groups are non-negotiable. Then I close with what every planning process should include, and two free tools: a six-minute readiness quiz if you're about to begin strategic planning, and a check-in template if your existing plan has stalled. This episode answers questions like: Why isn't our nonprofit's strategic plan working? We're two years into our strategic plan and stuck. What went wrong? What's the difference between a goal and a strategy? How do I say no to a grant that doesn't fit our strategic plan? Should staff be involved in nonprofit strategic planning? How involved should the board be in a nonprofit's strategic plan? How do we track progress on a strategic plan? Links mentioned in this episode: Are you ready for strategic planning? Take the six-minute readiness quiz: https://successfulnonprofits.com/planning Free Strategic Plan Check-In Template: https://successfulnonprofits.com/plancheck Nonprofit strategic planning with Successful Nonprofits: https://successfulnonprofits.com/services/nonprofit-strategic-planning/ Thinking about a strategic plan? Reach out to me using the contact form: https://successfulnonprofits.com/contact-us/ Looking for more? Check out these other amazing episodes: Supercharge Your Strategic Plan with a Learning Journey The Power of Strategic Planning with Denise Spivak Strategic Planning Part 6: The Board Retreat Join the live virtual audience for podcast recordings (and bring your question for the Q&A). Topics, guests, and times are announced in my newsletter, and you can sign up at this link.

Are you one staff or volunteer accident away from a $2 million claim? Last year I sat on a jury where the plaintiff's attorneys asked for $2 million over a car accident in which the airbags never went off and the plaintiff walked away without a scratch. The jury awarded nothing, but it drove home something I see in my client work all the time: a million dollars of coverage is not what it used to be, and many nonprofits are underinsured or uninsured in places they've never looked. In this episode, I walk through more than a dozen types of insurance your organization might need, from general liability and D&O to employment practices, cyber, hired and non-owned auto, and umbrella coverage. Then I share three moves to close the gaps, make insurance renewal simpler, and give your board visibility into managing your risk. This episode answers questions like: 1. What insurance does my nonprofit need? 2. Is $1 million of liability coverage enough for a nonprofit? 3. Does our D&O insurance cover employee lawsuits? 4. What happens if a volunteer has an accident driving their own car? 5. Will insurance cover an employee stealing money from our nonprofit? 6. Should a nonprofit use more than one insurance broker? Links mentioned in this episode: 1. Is your nonprofit exposed without EPL insurance?: https://successfulnonprofits.com/is-your-nonprofit-exposed-without-epl-insurance/ 2. Board retreats and board development: https://successfulnonprofits.com/build-the-board-you-need/ 3. Executive coaching for nonprofit chief executives: https://successfulnonprofits.com/individual-coaching/ 4. Curious about a board retreat or executive coaching? Reach out to me using the contact form: https://successfulnonprofits.com/contact-us/ Looking for more? Check out these other amazing episodes: 1. Thinking Ahead with Joan Dove: https://successfulnonprofits.com/portfolio/risk_and_insurance_dove/ 2. How to Prevent a Data Breach at Your Nonprofit with Spencer Pollock: https://successfulnonprofits.com/portfolio/cyber_security_pollock/ 3. It Is Almost Always Someone You Trust with Tiffany Couch: https://successfulnonprofits.com/portfolio/it-is-almost-always-someone-you-trust-a-conversation-with-forensic-accountant-tiffany-couch-author-of-the-thief-in-your-company/ Join the live virtual audience for podcast recordings (and bring your question for the Q&A). Topics, guests, and times are announced in my newsletter, and you can sign up at this link: https://successfulnonprofits.com/newsletter-signup/

About a decade ago, I helped a once multimillion-dollar nonprofit with about 50 employees close its doors, and before it was over, board members wrote personal checks to cover money owed to the IRS. In this episode, I share the five lessons I took from that work. And these lessons are essential for chief executives and board members alike: keep a cash flow projection, cut staff or expenses long before payroll is at risk, treat your audit and government filings as sacred deadlines, never let your directors and officers insurance lapse, and watch for the small missteps that add up to insolvency. I also answer a question from the live audience about whether cutting staff actually keeps an organization open, and share a free cash flow projection template to get you started. You can get my free cashflow projection template at www.successfulnonprofits.com/cashflow This episode answers questions like: How do I know if my nonprofit is headed for financial trouble? What should I do if I'm worried we won't make payroll? When should a nonprofit lay off staff to stay afloat? Can we pay employees their net checks now and catch up on payroll taxes later? Should our nonprofit use a line of credit to get through a cash shortfall? Links mentioned in this episode: Free cash flow projection template: https://successfulnonprofits.com/cashflow/ Board retreats and board development: https://successfulnonprofits.com/build-the-board-you-need/ Executive coaching for nonprofit chief executives: https://successfulnonprofits.com/individual-coaching/ Curious about a board retreat or executive coaching? Contact me using the contact form: https://successfulnonprofits.com/contact-us/ Looking for more? Check out these other amazing episodes: How to Deliver Bad News to Your Board Without Losing Trust: https://successfulnonprofits.com/deliver-bad-news-nonprofit-board/ The CFO Crash Course with Tosha Anderson: https://successfulnonprofits.com/portfolio/the-cfo-crash-course-stepping-up-your-nonprofits-accounting-game-with-tosha-anderson/ Top 5 Mistakes Nonprofit Executive Directors Make with Marvin Webb: https://successfulnonprofits.com/portfolio/top-5-mistakes-nonprofit-executive-directors-make/ Join the live virtual audience for podcast recordings (and bring your question for the Q&A). Topics, guests, and times are announced in my newsletter, and you can sign up at this link: https://successfulnonprofits.com/newsletter-signup/

When your organization's biggest fundraising event is on the line, where should the chief executive lead, and where should she stay out of the way? Jai Ferrell, CEO of Girl Scouts of Greater Atlanta, transitioned a long-running luncheon in her first year to a gala that raised more than $500,000. In this episode she explains who should make an ask, how to choose honorees, and how she spends every minute of the event itself, including the "wrangler" who keeps her moving. If your event depends on you and you are not sure what that should mean, this conversation gives you a clear division of labor between you, your team, and your board. This episode answers questions like: What should an executive director do at a fundraising gala? Should I make every sponsor ask myself or ask team members or board members to do some? How do we choose honorees for a nonprofit gala? Should we replace our fundraising luncheon with an evening gala? How can a nonprofit host a gala without spending significantly more on the event? What does a nonprofit CEO do at a fundraising event? How do I get out of long and unproductive conversations at my own fundraising event? Links mentioned in this episode: Girl Scouts of Greater Atlanta: https://www.girlscoutsatl.org/ Jai Ferrell on LinkedIn: https://www.linkedin.com/in/jaiferrell/ Expect to Win by Carla Harris: https://www.penguinrandomhouse.com/books/303288/expect-to-win-by-carla-a-harris/ Looking for more? Check out these amazing episodes: Are Fundraising Events Worth Your Time? A 10-Hour-a-Month System with Mary Thompson: https://successfulnonprofits.com/portfolio/are-fundraising-events-worth-your-time/ Your Board's Fundraising Retreat: 6 Ways to Make It Count: https://successfulnonprofits.com/fundraising-board-retreat/ Join the live virtual audience for podcast recordings (and bring your question for the Q&A). Topics, guests, and times are announced in my newsletter, and you can sign up at this link: https://successfulnonprofits.com/newsletter-signup/