DUKE UNIVERSITY Nonprofit Management Intensive Track Program, ID: May 5-8 & May 19-22, 2014 Charlotte NC / Gardner-Webb University

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1 DUKE UNIVERSITY Nonprofit Management Intensive Track Program, ID: May 5-8 & May 19-22, 2014 Charlotte NC / Gardner-Webb University Participants from across the world enroll in the Nonprofit Management Intensive Track Program. Classes are designed to give nonprofit professionals skills and expertise needed to succeed. Instructors are established practitioners and scholars from a variety of disciplines. Participants may complete the requirement for the Duke Certificate in Nonprofit Management in 8 days. Classes are held from 9:00am to 4:00pm. The Program requirement also includes preparatory assignments sent to students within one month of the class start date. The Charlotte class is offered in two sessions. Class Location: Gardner-Webb University, 8030 Arrowridge Boulevard, Charlotte NC Session I May 5-8 Monday, May 5 Nonprofit Human Resources Development Robert Kenney, Ph.D., ptt@lynchburg.net The ability to help people experience success at work creates benefits for your employees, your volunteers, your leadership team, your organization, and those your organization serves. This workshop addresses skills that you can use at the individual level, to better help your staff with problems that may affect their job performance and satisfaction. Learn how to strategically respond to issues related to individual employee communications, motivation, delegation, and coaching. Learn to actively listen to and give constructive feedback to employees, volunteers, and clients; learn how common myths about employee motivation can make you a better motivator to your staff and how to use their individual differences to help your employees stay fully motivated; apply an effective step-by-step process for successful and mutually beneficial delegation with shared, defined expectations; prepare for and conduct a coaching session that could fully involve the staff member in understanding and mapping a strategy for performance improvement. Key Learning Objectives - Participants will be able to: Provide staff with constructive feedback Actively listen to another s message, to more fully understand its meaning Clear up common myths about how to motivate people Align people s motivators with their individual needs

2 Apply an effective step-by-step process for successful & mutually beneficial delegation Make their expectations clear & understand their employees concerns Assess possible coaching situations to decide whether coaching is worth the time and effort Conduct a coaching session Bio: Robert Kenney, Ph.D., works with people throughout the country as a part of the Duke Nonprofit Management Program. Along with teaching for the Program consistently since 1995, he works with other educational and nonprofit organizations, along with financial institutions, pharmaceutical and health care organizations, manufacturing plants, commercial transportation companies, and local, state, and federal governmental agencies. Bob has a Ph.D. in Organizational Psychology. Tuesday, May 6 Nonprofit-Financial Management Melissa LeRoy, Melissa@fence.org This course provides an understanding of financial management for nonprofits and focuses on topics integral to nonprofit fiscal management. Learn finance terms as they related to the effective operation of a nonprofit organization. Discuss how to track income and expenses to specific programs to fulfill expectations of funders, donors and the IRS. The role of the board, staff, and committees are covered. Become familiar with the standards of excellence for nonprofit organizations and gain an understanding of financial statements, budgeting, and surviving an audit. Key Learning Objectives Participants will: Understand how to read and interpret financial reports and records Gain knowledge on how to obtain the complete bottom line on programs Use tools and skills to give foundations the results they ask for Understand the year-end audit and 990 Bio: Melissa LeRoy holds a Duke Certificate in Nonprofit Management and a Duke Advanced Certificate in Nonprofit Leadership. She teaches non-profit management classes throughout North Carolina, South Carolina & Virginia. Melissa is a board member of the NC Center for Non-Profits, and is designated as a nonprofit mentor for the western region of NC. She contributes a regular Non-Profit Leadership column to the Tryon Daily Bulletin, and offers her services as a consultant through her firm, On Fire Non-Profit Consulting. Wednesday, May 7 Grant Writing and Compliance Ruth Peebles, MPA, rpeebles@theinsgroup.com This course focuses on the important elements of a grant proposal including the cover letter, executive summary, need statement, goals, objectives, methodology, evaluation, the budget and future funding. Participants will learn about the typical questions funders ask when considering a proposal and the criteria used. This session will guide participants through the grants management process, from preparation of a grant proposal to fiscal report preparation. Topics include: project implementation, monitoring and reporting requirements and fiscal management and accountability. Practical tips for ensuring compliance and improving chances of future success 2

3 will be presented. Key Learning Objectives Participants will understand how to: Implement effective processes and practices that lead to successful grant writing Conduct grant research via the Internet, publications, and other sources and prioritize prospects Determine the most effective writing strategies and styles for various grant applications Evaluate and assess grant proposals after reviewing and critiquing a well written proposal Ensure compliance and report on a grant s progress and impact Bio: Ruth Peebles, MPA, is President and Founder of The INS Group. Ms. Peebles has more than 23 years of hands-on experience in nonprofit management and provides the following organizational development services to nonprofits and government agencies: grant writing and research, strategic planning, strategic fund development planning, board development, executive coaching, organizational assessments and project management services. Thursday, May 8 Nonprofit Board Development /Governance Jeanne Allen, jeanneallennc@yahoo.com In order to be successful, nonprofit organizations require strong leadership from their Board of Directors. The board responsibility is to oversee the effectiveness of management policies and decisions, including the execution of its strategies. Learn the roles and responsibilities of the board, including its paramount duties, how board accountability by a nonprofit s internal and external stakeholders requires a fully engaged and active board of directors who manage the organization. Discuss how you may increase board members commitment to the mission and purpose of your organization, and how boards must be active and engaged to fulfill their legal and governance duties. This course addresses the following topics: the board s role and responsibilities, the board and the executive director s relationship, financial and legal responsibilities of the board, and how to recruit and select good board members. Key Learning Objectives Participants will: Understand the board s roles and responsibilities Discuss how board accountability prompted by a nonprofit s internal and external stakeholders requires a fully engaged and active board who manages the organization Bio: Jeanne Allen has over 30 years of experience in the nonprofit sector in a variety of management and staff positions, including instructor in the Duke University Nonprofit Management Certificate Program; independent consultant, management consultant at Girl Scouts USA National Headquarters; and Assistant Dean, Multicultural Programs, Westchester (NY) Community College. She is currently the Program Coordinator for the Duke Nonprofit Management Program. 3

4 Session II May Monday, May 19 Nonprofit Planning & Evaluation (Performance Measurement for Nonprofit Organizations) Teresa Thompson-Pinckney, Ph.D., Learn ways in which program evaluation impacts potential funding and organizational sustainability. Gain a better understanding of the impact of your services by linking activities to outcomes and cost. This framework is relevant to all nonprofits regardless of their region - as they are all impacted by the economy. As federal, state, and local dollars become more competitive, telling your board, staff, and funders about your good work takes more than story telling. While the concept of measuring performance is not new, the development of practical ways to implement actual measures is. This session will provide a conceptual framework of performance measurement and participants will learn how to design performance measures through data collection and analysis. Key Learning Objectives - Participants will: Gain knowledge on the significance of performance measurement for program evaluation Identify who, when, why and how of program evaluation Discuss the theory of change for designing and measuring program performance Learn strategies on how to design performance measures through data collection and analysis Discuss a framework on cost effective performance analysis Bio: Teresa Thompson-Pinckney, Ph.D., is President of T. Pinckney & Associates, a consulting firm that specializes in organizational development through capacity building (program evaluation, strategic planning, needs assessments, board development, executive coaching and youth development) for nonprofit, education, and governmental agencies. She has over 21 years of experience in the nonprofit sector. Tuesday, May 20 Nonprofit - Fundraising Ruth Peebles, MPA, rpeebles@theinsgroup.com Fundraising is not just about the money it is relationship building and strategizing. This course addresses the most effective and successful methods of raising money. Discover ideas and activities to help you strengthen your fundraising program in today s difficult economic times. Learn current trends in giving, annual giving programs, direct mail, prospecting new donors, and managing your donor base. You will be guided from the ask to the acknowledgement and will find that fundraising is a simple process. Key Learning Objectives Participants will understand how to: Implement effective processes and practices that lead to successful fundraising Define board and staff roles in fundraising Develop essential components of a fundraising strategy, including prospect research, case statements, planned giving, and major donor campaigns Bio: Ruth Peebles, MPA, President and Founder of The INS Group, offers more than 25 years of hands-on experience in nonprofit management. She provides the following organizational development services to nonprofits, faith-based institutions and government agencies: Grant Writing and Research, Strategic Planning, 4

5 Strategic Fund Development Planning, Board Development, Executive Coaching, Organizational Assessment and, Project Management Services. Wednesday, May 21 Risk Management for Nonprofits Hudson Fuller, J.D., MPH, Risk management for nonprofits goes far beyond having insurance policies and doing background checks on employees. This workshop will give you an overview of risk management and help you identify the possible risks to your organization and develop a plan to minimize those risks, including the areas of financial management, personnel management and volunteer risk management. We will look at how good policies and a good plan can reduce an agency's risk, as well as the board's role in risk management. Key Learning Objectives Participants will be able to: Describe the risk management process Develop strategies for managing risk within their nonprofits Understand the role insurance plays in risk management Articulate to others within their nonprofits the importance of risk management Bio: Hudson Fuller, J.D., MPH, is a licensed attorney who has served on several nonprofit boards and as the executive director of two nonprofits. She received her certificate from the Duke Nonprofit Management Program. Thursday, May 22 Sustainable Strategic Planning for Nonprofits Naomi Takeuchi, MBA, Naomi@1000cranes.com Participants will examine the strategic plan and vision statement as important tools for nonprofit organizations. Learn basic components of the strategic plan - vision statement, planning process, and utilize a variety of tools to evaluate nonprofit organizations. Tools include the SWOT Analysis, BCG Matrix, Strategy Canvas and the Performance vs. Importance Matrix and the Balanced Scorecard. There will be an opportunity for students to use the tools to begin constructing the framework and initial writing of a Strategic Plan. Key Learning Objectives Participants will: Understand the components of a Strategic Plan Construct an initial writing of a Strategic Plan Bio: Naomi Takeuchi, MBA is Founder and President of 1000 Cranes, LLC, a consulting practice focused on merging social good with solid business principles. Naomi works with nonprofit organizations, large Fortune 500 companies and entrepreneurs in the areas of strategic planning, fundraising and communications. Naomi has a Bachelor degree from the University of California at Berkeley in Genetics and Microbiology and an Executive MBA from the University of North Carolina at Chapel Hill. She is a member of the National Speakers Association (NSA), the Canadian Association of Professional Speakers (CAPS) and the Global Speakers Federation (GSF) Not only has Naomi been a Duke instructor since June 2002, she also earned her Duke Certificate in Nonprofit Management in

6 GENERAL INFORMATION Fee - $1650 Includes course fees, materials, water, coffee, drinks and lunch 2 days of the 8-day program. Lunch will be provided on Monday, May 5, and Thursday, May 22. Attendance Policy Classes start promptly at 9 am each day and end at 4 pm. To receive the Duke Certificate in Nonprofit Management, students must attend each class as scheduled. Additional class information will be sent to students via . Questions? Call Nonprofit Management Program staff at or Preparatory Reading Assignments The Intensive Track class requires preparatory reading. Assignments are sent to students within one month of the class start date. Class Location Gardner-Webb University, 8030 Arrowridge Boulevard, Charlotte NC (Room TBA) Registration Registration begins Monday February 3, Call Registration at (M-F, 8am to 5pm ET). Register for ID: Online (for credit card users only) MC/Visa Payment is processed as a secure encrypted transaction By Phone (For credit card users only) - Have your completed registration form ready to refer to, including course ID number, and your MC/Visa number with expiration date. Cancellation Policy $200 of your tuition for the Intensive Track Program is nonrefundable. To receive a refund minus a processing fee for class cancellation, we must receive your written cancellation request by Friday, April 4, To submit a cancellation request FAX: ; learnmore@duke.edu; Mail: Registration Nonprofit Management, Duke Continuing Studies, Box 90700, Durham NC Please include your name, address, phone number, and program title (NPM Intensive Track). Refunds will be made in the manner you paid. Failure to attend the Intensive Track does not entitle you to a refund or replacement class. No refunds will be given after Friday, April 4, Lodging Students are responsible for lodging expenses. A block of rooms is reserved at the Hampton Inn & Suites, 9110 Southern Pine Blvd, Charlotte, NC at a special rate of $79 per night until April 24, Call to make reservations. Ask for the Duke Nonprofit Management Intensive Track Program. The Hampton Inn is approximately 5-10 minutes from Gardner Webb University. Dress Code Business/Casual - Bring a sweater and/or jacket in case the room temperature changes. Duke University Nonprofit Management Program