MGT3710 Managing Not-for-Profit Organizations
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1 University of Lethbridge Faculty of Management MGT3710 Managing Not-for-Profit Organizations Fall Term, 2013 Wed 6:00-9:00 Instructor: Dr. Mary Runté Telephone: Office Hours: by appointment Text Messages: Course Content and Objectives Not-for-profit organizations play a vital role in Canadian society, yet in comparison to the for profit sector are not studied as extensively in business schools. This course will provide students with an introduction to current information relating to the major management issues that not-for-profit organizations confront in their pursuit to be both effective and caring organizations. To be specific, there are a number of major topics areas that challenge not-for-profit managers that will be addressed in this course. These include (but are not limited to) the recruitment and management of volunteers, the role of boards in the governance of not for profit organizations, and the methods employed to raise funds to sustain and grow these organizations. For each topic area, students will be encouraged to participate in discussions and use their critical thinking skills to apply their knowledge to various organizational situations. In addition to the presentation of key concepts in class, the instructor will endeavor to provide students with a real life perspective of not-for-profit organizations. The course objectives are to: 1. introduce students to the key management issues facing not for profit organizations, and to develop skills to effectively manage these issues 2. contrast the foundation and application of management concepts between the for profit and not for profit sectors 3. gain an appreciation for the work of not for profit organizations, as well as the contribution these organizations make to society
2 Course Materials Online resources as identified in this outline. Students will also be responsible for material distributed/identified during the term. The following websites provide links to material that the students may find useful. Web Sites: The PAGVS Study is available on line at Canadian Centre for Philanthropy: Charity Village: Muttart Foundation: Resource Centre for Voluntary Organizations: Non Profits Canada: Volunteerism: Evaluation/Grading Assessment for this course will be based on the following items: 1. Learning Contract - 50% 2. Research Presentation - 20% 3. Experiential Learning Report - 15% 4. Participation - 15% a. Instructor: 5% b. Peer: 5% c. Self: 5% Conversion Scale Final student grades will be based on a composite of the delineated weightings. The schedule for grade conversion is as follows: A C A C A C B D B D B F Below 60
3 Assignments Learning Contract The Learning Contract is intended to offer students much more flexibility, opportunity, and (hopefully) enjoyment as they explore an aspect of nonprofit management that interests or perplexes them. Students enter into a Learning Contract that outlines their learning objectives and how they intend to accomplish these objectives during the course. The purpose of the learning contract work is to stimulate you throughout the semester to become involved in your own learning, and to develop your own reactions and ideas in response to readings and class activities. The idea is to analyze, criticize, integrate, develop your own ideas, etc., using the course content as one of your main inputs. Learning Contract outputs are due by the date of the scheduled final exam, but may be submitted earlier: as this is an individually negotiated project, the student can arrange to submit their project at any point throughout the term. Outputs from Learning Contracts have varied widely in the past and have included research papers, class presentations, case studies, reference catalogues, guest speaker panel presentations, interview transcripts, etc. Students wishing to do presentations as their learning contract output must, necessarily, negotiate a deadline that falls during the instructional period of the term. Detailed instructions are included in "Notes On Contract Learning", which will be distributed to students and posted on Moodle. Proposals are due during the 3 rd week of term with the final contract negotiated by the 6 th week of term. Late assignments will be awarded a grade of zero. Students must commit to at least one individual meeting with the professor outside of class time to discuss their progress. Other discussion times may be scheduled during class time. Learning contracts are designed to be individual projects; students wishing to partner on this assignment will need to make arrangements with the instructor to negotiate comparable expectations. Research Presentation: Students will, individually or in teams of two, identify a nonprofit organization of their choice and interview a key member of that organization (board member, coordinator/executive) on one element of the following subject areas: Executive Leadership Board Development Volunteerism Corporate Volunteerism Fundraising Strategy Marketing In the schedule (following this section) various readings are identified. For most of the sections for which interviews are to be conducted and reports presented to the class there are several readings. Where necessary, I will make additional readings available or reserve the right to impose a limit on the number of groups using one reading. Choose one chapter or article for your topic area and base interview questions on this reading. You will present your findings from the research interview to the class in a minute presentation as a case study to support and/or contrast material from the readings. You will also be expected to reference The Canadian Nonprofit and Voluntary Sector in Comparative Perspective ( to position the nonprofit you selected in the context of the Canadian nonprofit/volunteer sector. You present on the date for which this reading is assigned to the class with the exception of those presenting on Executive Leadership and Board/Governance. Your classmates will be expected (as an explicit component of participation in this class) to have read the chapter/article being presented; to
4 ask informed questions and provide meaningful feedback; and to participate in the evaluation of the presentation. All team members must be present for a team-based presentation; missing members will receive a zero for the assignment. Interview questions must be submitted to the instructor a minimum of 3 days prior to the interview (10 marks will be deducted from assignment grade if this is not done). You will also be required to develop and distribute to the class an organizational chart of your organization based on your interview. Further details will be discussed in class. (Students presenting after the University course withdrawal date must discuss the timing of their presentation relative to other course deadlines with the instructor. Students are advised to book a meeting with the instructor to receive feedback on performance prior to the individual course withdrawal date). Experiential Learning: Students will be required to volunteer for a nonprofit in the community. The students are responsible for identifying the nonprofit, although the instructor will assist with this as necessary. A minimum of 9 hours must be spent in the nonprofit over the course of the term (on a schedule suitable for the student and the nonprofit). This time may include any time in direct contact with the organization (including actual volunteer activity, volunteer interview, etc.). The deadline for this assignment is flexible students may submit it at any time up until the last day of class. By the end of term, students will submit a minimum 5 page report to the instructor documenting their learning experience and relating it to course concepts and materials. Further details will be provided in class. ed submissions are required for this assignment. Please make sure that s are appropriately addressed and identify the course and assignment in subject line, for example, Subject: ExpLearning Mgt3710. Title the document with your surname(s) for example: Smith_Jones.doc. Also, label the document with your name on a title page that is part of the same document as the paper or as a document header. Participation: Students will engage in self-evaluation and will be evaluated by the instructor and their peers on the basis of active, professional and constructive participation in both class discussions and outside class course-related activities. In all organizational settings, the ability and willingness to voice opinions and share information is critical. Having concerns, input or objections to your colleagues viewpoints will not contribute to your organization unless you share your insight. Peer interaction is an important component of learning. In organizational settings, 360-degree feedback has become a norm employees are evaluated by and evaluate peers, subordinates and supervisors. As such, it is essential to attend actively to the contributions others are making to projects, discussions, meetings etc. Students will be given opportunities to interact with their peers and to provide feedback to the instructor on whether their peers interactions contribute meaningfully to the class. Further, you will be engaging in self-evaluation do you feel that you have contributed meaningfully? Detailed criteria will be provided for peer and self-evaluation. Professional interaction and engaged participation that contributes to the learning and engagement of others are the key criteria evaluated as it relates to interactions both within and outside of the classroom (for example, during the volunteerism and group work portions of the curriculum). The instructor maintains ultimate discretion over the awarding of all participation grades, including self-evaluation. Failure to submit self-evaluations by the deadline to be announced in class will be interpreted to mean that you are awarding yourself a zero for participation.
5 Academic and nonacademic offences will be perused. Plagiarism and Cheating: Students are referred to the University Handbook for the University policy on plagiarism, cheating and nonacademic offenses. Maximum penalties will be applied. Classroom attendance for regular class periods, while not mandatory, is strongly encouraged. Attendance is taken to facilitate the evaluation of participation. Although points will not be awarded for attendance, please note that a pattern of nonattendance will impact participation grades. If you are not in class, you obviously are not participating. Attendance for in-class assignments is mandatory and absence will result in an F for that assignment. Attendance for guest presentations is mandatory and 2% will be deducted from cumulative participation grades for each absence. (For example: for a student whose cumulative participation grade is 13/15, one absence would result in the grade being lowered to 11/15. Attendance will be taken at the beginning and end of guest lecture and presence is required both at the start and end of the period to constitute attendance.) Tentative Course Schedule Sept 4: Introduction Overview of the Scope of Nonprofits in Canada and Alberta The Role of Nonprofits in Corporate Social Responsibility Resources: *****The Canadian Nonprofit in Comparative Perspective (this resource is to be used in all research presentations) -The Nonprofit and Voluntary Sector in Alberta -The Nonprofit and Voluntary Sector in Canada Satellite Account of Nonprofit Institutions 2007 (Stats Can) Skim read the following online resources: Incorporating a Society in Alberta review online at: Registering a Charity for Income Tax Purposes (CCRA) review online at: Sept 11: Overview and Scope of Sector (Continued) Executive Leadership and HRM in Nonprofit Organizations Read and be prepared for discussion:
6 Read: -Who are the Managers of Volunteers UP Next Generation Change and the Leadership of Nonprofit Organizations -Daring to Lead: Compass Point Foundation 20Main%20Report_ pdf -The Board and the Executive Director: Developing a Nurturing Relationship: Sloan ctor.pdf September 18: Executive Leadership and HRM continued GUEST SPEAKER: Ashley Adalantar (HRM and Diversity in a Nonprofit Organization) Read and reflect on your experience and motivation for volunteering Skill Based Volunteering: September 25: Volunteerism Re:Read: Skills Based Volunteering Read: Recruitment and Retention of Learners and Volunteers: Literacy Coalition of New Brunswick The Screening Handbook: -Building Stronger Communities -Understanding Canadian Volunteers -Estimating and Reporting Volunteer Contributions Research Presentations: Executive Leadership and Volunteerism Oct 2: The Intersection of Business and Nonprofit GUEST SPEAKER: Jill Andres on Social Enterprise Read: TBA Research Presentations: Volunteerism (Continued) In class activity on business and nonprofit partnering (bring laptops if you have one)
7 Oct 9: Governance: Boards of Directors Re-read: -The Board and the Executive Director: Developing a Nurturing Relationship: Sloan Read -Carver Governance National Study of Board Governance Practices in the Non-Profit and Voluntary Sector in Canada (2006) overnance_practices_in_the_non-profit_and_voluntary_sector_in_canada.pdf Facing the Risk ture%20charitable%20work.pdf Diversity in Governance Toolkit.pdf Research Presentations: Boards *GUEST SPEAKER- TBA Oct 16: - Nonprofits and Business Partnering GUEST SPEAKER: Karen Whiteman (Social Venture Partners) Corporate Volunteerism and Cause Marketing Read: Business support for Corporate Volunteerism Cause Marketing: Toward an understanding of Fit rev_basil_basil.pdf Research Presentations: Corporate Volunteerism and Cause Marketing Oct 23: Research Day Oct 30: Fundraising GUEST SPEAKER: Association of Fundraising Professionals (Alberta) Class Presentations (Fundraising) Read: Fundraising by Canadian Charities (Revenue Canada) Trends in Individual Donations: Lazby -Understanding Canadian Donors
8 -Credits and Tax Donations (groups presenting on this topic are advised to seek direction from instructor) Re-read Talking about Charities: Research Presentations: Fundraising Nov 6: Strategy: The Balanced Scorecard Note that this is a very large article/book. A good resource, but for this class focus on Chapter 6 and 7. If you would like to build interview questions on another chapter feel free just let me know skeyid=akiair6fsimdfxpeersa&expires= &signature=esaowef6qujr66ir3t %2B3%2BXFWFAc%3D&response-content-disposition=inline Research Presentations: Fundraising continued Strategy Nov 13: No class--- Learning Contract Meetings Nov 20: Learning Contract Presentations Nov 27: Learning Contract Presentations This class schedule may be revised during the first two weeks of term to allow for the scheduling of student presentations and changes to the guest speaker schedule etc. A final version will be posted to Moodle and students will be advised of changes by . Any last minute changes to guest speakers schedules with less than one week notice will not be subject to the mandatory attendance rules.
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