PSC 540 NONPROFIT MANAGEMENT & LEADERSHIP (WEEKEND) Fall 2013

Transcription

1 PSC 540 NONPROFIT MANAGEMENT & LEADERSHIP (WEEKEND) Fall 2013 Tamaki Onishi, Department of Political Science Curry 328, Office hours: Tuesdays and Thursdays 1-2pm or by appointment Saturdays 9am-4pm Curry 332 COURSE OBJECTIVES This course provides an overview of the nonprofit sector in society with a consideration of the nonprofits sector s relationship to the public and private sectors. Attention will be given to the social settings in which nonprofit organizations function, the role of the nonprofit sector in the economy, and the range of services these organizations produce. Additionally, students will learn about the governance of nonprofit organizations and how cross-sector collaboration(s) and individual leadership styles impact their organizations. The intent of this course is to increase students awareness of the role and importance of the nonprofit sector and the changes it is experiencing to prepare students for their roles as leaders in the nonprofit and public sectors. Upon successful completion of this course, students should be able to: Utilize perspectives on the historical development of the field to better understand the current nature of the nonprofit sector; Summarize conceptual frameworks related to the role of nonprofit organizations in a market economy and democratic society; Describe the major issues that have shaped nonprofit management at the practitioner level and critique the application of nonprofit management scholarship to practice in the field; Categorize nonprofit management methods in order to identify best practices in nonprofit theory and practice; Interpret laws and standards applicable to nonprofit management and leadership in order to maintain an ethical practice; Discuss nonprofit sector values in order to better communicate with stakeholders at the individual, organizational, and societal level; Understand how social entrepreneurship and corporate social responsibility impact the nonprofit sector in order to find ways to problem solve social issues; Analyze nonprofit management dilemmas and propose solutions; and Understand the collective role of nonprofit managers in developing a civil society. REQUIRED TEXTS Worth, M. J. (2014). Nonprofit management: Principles and practice (3 rd ed.). Thousand Oaks, CA: Sage Publications, Inc. Additional readings will be uploaded to Blackboard-Resources-Handouts & Readings. (Click on the Handouts & Readings icon to find a folder for each weekend class.) 1

2 CLASSROOM POLICIES Course Format: This course is organized as a seminar with various activities, NOT a lecture course. For your success, therefore, it is critical to complete all readings preparing for each class, as well as participate thoughtfully and regularly in discussions. The ultimate objective of this course is to help you meet your professional and academic goals. Thus, please do not hesitate to contact me about your specific need and interest. You are highly encouraged to share your ideas and findings relevant to the topics, and feel free to bring them to class. Such additional contributions will be taken into consideration for the final course grade. The instructor reserves the right to modify this syllabus as perceived necessary. Tardiness and Absences All students are expected to attend and participate in each class during the semester. However, if you know in advance that you will be unable to attend a class, please inform me. Also contact her as soon as possible if an emergency prevents your attendance. Since each meeting in this weekend course is equal to two classes, please know that you may not miss over one meeting. Blackboard and Technology: For those who are not familiar to Blackboard, please consult the following resources: o Watch "Blackboard Video Tutorials"( o Go to "Blackboard Help for Students" ( o Contact 6-TECH: (336) 256-TECH (8324); [email protected] Citing Resources: Cite sources of information by using both in-text citations, and the reference list in the end of your paper. ACADEMIC INTEGRITY All assignments must be your own work and original for this course. In addition, students should follow appropriate guidelines in referencing the work of others. The University s Academic Integrity Policy can be reviewed at DISABILITY SERVICES To request and receive accommodations at UNCG you must be registered with the Office of Disability Services (ODS). If you have any specific questions or concerns call ODS at (336) or visit their website: 2

3 Assignments % of Total Individual-based assignments Reading Summary and Reflection Report, Contributions to Class ASSESSMENT AND GRADING Grading Method Due Date 20% 200 points 120 points/reading summary & class reflection (20 points x 6 summary/reflection write-ups) 80 points/class participation and contributions Ongoing 10% 100 points Once during a semester Nonprofit Article Write-up Exam 20% 200 points Sat. 11/16 Term Project Paper and Presentation 30% 300 points 250 points/paper 50 points/presentation Sat. 12/7 Group-based assignments The peer-evaluation of your contribution to all group work will be part of the final grade. Written Case Analysis and Discussion Leadership (in group) 20% 200 points 150 points/written case analysis 50 points/presentation & directing discussion Once during a semester TOTAL 100% 1000 points Course Grade Grading Scale: A (93-100%) A (90-92%) B+ (88-89%) B (85-87%) B- (80-84%) C+ (78-79%) C (75-77%) C- (70-74%) F (0-69%) * If you have been conditionally admitted for the program, your course grade must be B or better. * If you are certificate students, please consider using one of the assignments listed above as an artifact for the portfolio. In the past, students often chose their term project paper from this course. COURSE SCHEDULE Week (Sun- Sat) Week 1 Sat. 8/24 Topic Topic 1) Introduction to Nonprofit Management and Find Your Mission Topic 2) Why Nonprofits Exist?: Theories and Rationales of Nonprofits Readings/Assignments * Additional readings will be provided during the semester. Readings (Topic 1) Worth. Chapter 1 Drucker. The Commitment and The Action Implication Readings (Topic 2) Worth. Chapter 3 Otto. Historical Evolution of the Nonprofit Sector 3

4 Week 2 Sat. 8/31 Week 3 Sat. 9/7 Guest Speaker Kelly Misiak, Executive Director, The Giving Seed NO CLASS Topic 3) Data Workshop: Size/Scope of the Nonprofit Sector-Domestic and International Perspectives Guest Speaker Lynda Kellam, Data Services & Government Information Librarian, UNCG Jackson Library Salamon. Chapter 5 Steinberg. Economic Theories of Nonprofit Organizations read Voluntary Failure (pp ), and skim Market Failure and Government Failure Case readings from How to change the world Donovan & Perry. Obama Budget Shows Promise for Nonprofits -- Decide your social venture idea for the term project -- Readings (Topic 3) Worth. Chapter 2 Worth. Chapter 16 read Definitions and Scope (pp ) Salamon. Chapter 3 Salamon et al. The state of global civil society and volunteering Williams. Dozens of Companies Are Sprouting With the Same Goal: Doing Good Wexler. Effective Social Enterprise - A Menu of Legal Structures - Skim Data: Go to the Blackboard-Library Resources for nonprofit data and resources IRS. Publication 557 use only the table Organization Reference Chart (pp ) Recommended: National Center for Charitable Statistics (NCCS). Quick Facts About Nonprofits ( Urban Institute. The nonprofit sector in brief 2012 intersector Partners L3C incl. data of North Carolina ( Topic 4) Developing Mission- Based Program and Strategic Planning Readings (Topic 4) Worth. Chapter 7 Guclu et al. The Process of Social Entrepreneurship: Creating Opportunities Worthy of Serious Pursuit 4

5 Week 4 Sat. 9/14 Week 5 Sat. 9/21 NO CLASS Topic 5) Governance of Nonprofit Organizations Guest Speaker TBA Sample mission/vision statement, business and strategic plans -- Discussion Leadership begins -- Case Analysis Discussion Leadership #1 Readings (Topic 5) Worth. Chapter 4 Worth. Chapter 16 read International Nonprofit Governance (pp ) Independent Sector. Principles for Good Governance and Ethical Practice Chalkley. Weighing the Best Strategies for Handling Problem Board Members Week 6 Sat. 9/28 Week 7 Sat. 10/5 Topic 6) Effective and Ethical Leadership NO CLASS Topic 7) Recruiting and Managing Staff and Volunteers Guest Speaker or Site Visit TBA Topic 8) Performance Measurement, Capacity and Collaboration Case Analysis Discussion Leadership #2 Readings (Topic 6) Worth. Chapter 5 IRS. Governance and related topics - 501(c)(3) organizations Bridgespan Group. Develop Yourself Nonprofit Leader Case Analysis Discussion Leadership #3 Readings (Topic 7) Worth. Chapter 9 Leete. Work in the Nonprofit Sector Volunteer Recruitment: Tips from the Field Case Analysis Discussion Leadership #4 Readings (Topic 8) Worth. Chapter 6 and Chapter 8 Venture Philanthropy Partners. Effective capacity building in nonprofit organizations Performance measurement tools and indicators Choose the ones relevant to your term project 5

6 Week 8 Sat. 10/12 Week 9 Sat. 10/19 NO CLASS (Fall Break) Topic 9) Resource Development (1): Philanthropic Fundraising and Government Support Guest Speaker TBA Recommended: The Rockefeller Foundation & The Goldman Sachs Foundation. Social impact assessment Case Analysis Discussion Leadership #5 Readings (Topic 9) Worth. Chapter 11 and Chapter 13 Worth. Chapter 16 read International Philanthropy (pp ) Rosso. Philosophy of Fundraising Seiler. Case for Support and Constituency of Fundraising Data: Giving USA 2012 Philanthropic Giving Index Nonprofit Fundraising Study Week 10 Sat. 10/26 Week 11 Sat. 11/2 Topic 10) Resource Development (2): Earned Income Strategies NO CLASS Topic 11) Financial Management Guest Speaker TBA Topic 12) Advocacy, Marketing and Communication Case Analysis Discussion Leadership #6 Readings (Topic 10) Worth. Chapter 12 Alter. Social Enterprise Models Yunus. Social Business Weisbrod. The Pitfalls of Profit Recommended: Community Wealth Ventures. Mapping assets and opportunities Case Analysis Discussion Leadership #7 Readings (Topic 11) Worth. Chapter 14 Examples of Form 990 Case Analysis Discussion Leadership #8 Readings (Topic 12) Worth. Chapter10 and Chapter 15 Visionpoint Marketing How to analyze & use brand 6

7 Week 12 Sat. 11/9 Week 13 Sat. 11/16 Weeks 14 & 15 Sat. 11/23 & 11/30 Week 16 Sat. 12/7 Exam Review NO CLASS Topic13) Social Entrepreneurship and Social Investment Exam (in class) Final Preparation for the Term Project NO CLASS (Thanksgiving) Topic 14) Sharing Your Social Mission: Term Project Presentation attributes? Smith. Using Public Relations Tools Advocacy in Action Case Analysis Discussion Leadership #9 Readings (Topic 13) Worth. Chapter 15 Rauch. This Is Not Charity A Social Entrepreneur Transforms a Nonprofit Into a Profit-Making Enterprise Venture philanthropy Social Innovator The Economist. Impact Investing Trelstad. The Nature and Type of Social Investors Cohen. Will Social Innovation Fund fund social innovation? Recommended: 2011 IRIS Data Report JP Morgan & GIIN 2011 insight into the impact investment market Term Project Presentation & Paper Due ASSIGNMENTS 1. READING SUMMARY AND REFLECTION REPORT For each class (except the first class), you will prepare a brief report. There is no required number of pages or format for each report. However, your report should include the following sections. A main purpose of this assignment is that you will be able to well prepare for class discussions and the exam, and also make a steady progress toward the completion of your term project. (1) A summary of assigned readings for the class You may use bullet points for key concepts and theories, if that works better to remember. (2) A summary of what you learned class discussions and a guest speaker in the previous class 7

8 (3) A brief explanation of how you may apply your findings from readings, discussions, and guest presentations to your social venture idea (term project). These reports may be used as drafts for your term project paper. You don t need to complete the particular section for a deadline of this assignment, although the more developed your draft is, the more it will eventually help you complete your term project. You will have a lot of time to develop and complete all components of your term project later on. 2. WRITTEN CASE ANALYSIS AND DISCUSSION LEADERSHIP (IN GROUP) You will be assigned to a group together writing a case analysis and leading the class discussion for a case. Everybody will participate in the delivery of his/her group presentation and case write-up. A case will be chosen from Worth textbook while other cases are also available for some weeks. You need to check with me to decide a case in advance. This assignment constitutes the following components: (1) Case Analysis Paper (bring your copy to class) A case analysis paper is written by a group of students. It should be at least 10 pages double-spaced and follow the APA citation style. The case analysis paper should include the following sections. But, as each case is unique, your case paper may need to follow a different outline. Please check with me in advance, if you have any questions. Further guidelines for grading will be provided. (i) A brief summary of the case organization (including data collected from the Guidestar and other nonprofit sources, a brief summary of the focal subsector, etc.) (ii) Identification of and analysis on main issues (including relevant discussion questions). Be sure to use key concepts and frameworks from course readings and materials for your analysis and arguments. (iii) Conclusions/recommendations (2) Case Presentation and Discussion Leadership You will jointly present your case analysis. Your group presentation including discussion leadership should not exceed one hour. (i) Key concepts from readings, which you utilize as a base for your case analysis (ii) Powerpoint slides summarizing your written case analysis and findings/data of the case organization. There is no requirement for the number of Powerpoint slides, but please make them appear organized and professional. A use of graphs, etc., is highly recommended. (iii) At least 3 discussion questions from a group. Your discussion questions must be substantial. 8

9 3. NONPROFIT ARTICLE WRITE-UP This is an individual assignment and you will sign up for a date during our first class. Your write-up should be 2-3 pages, single-spaced summary of two articles/publications related to the topic for the particular class for which you will sign up in advance. At least one article must be derived from a scholarly journal. The quality of the articles is part of your grade, so please talk to me in advance about what articles you plan to use. A summary write-up is due in class. In addition, you should (1) prepare a short summary of the articles as a handout for class and (2) post a copy of the articles and your summary under Blackboard-Discussion Boards. You are not required to deliver a formal presentation on this write-up, but may be asked to introduce articles to class during discussions. 4. EXAM We will have an in-class exam on 11/16. You will be asked to demonstrate your understanding and applications of key concepts from readings, class discussions, and guest presentations. This is a closed-book exam, but all questions should derive from the aforementioned sources. So, your reading summary reports should be of help. We will also review key concepts to help you prepare for the exam during the semester. 5. TERM PROJECT PAPER You will develop your term project paper (at least 10 pages and following the APA citation style) discussing your social venture ideas and business plan. You will create a new (hypothetical) organization. Or, you may create a new program/service for an existing organization. The paper should constitute the following sections, each of which is closely tied to our discussions and course materials. You may feel free to use your own outline if it works better for you, as long as your paper contains those main sections. (1) Unmet social need, i.e., a societal need not currently being well met by existing nonprofits. Review of literature and program and/or market analysis on other nonprofits should be included to identify and discuss the unmet social need. (2) Mission and vision statements. If your term project is about an existing nonprofit, evaluate your mission and vision statements based on key concepts from the course materials. (3) Mission-based programs/services and target beneficiaries and/or community. Your collaboration/partnership ideas, if any, will be discussed. (4) A possible incorporate (or not incorporated) status. Include your rationale. (5) The board of directors, staff, and/or volunteers, and your plan to recruit and manage those human resources. If your term project is about an existing nonprofit, evaluate current human resources based on key concepts from the course materials. (6) Fundraising and/or earned income plan. (7) Communication and/or advocacy plan. 9

10 (8) Evaluation plan for organization, programs, and/or social impacts. Your term paper should use key concepts from the course readings, materials, and discussions. Further guidelines for grading will be provided. You may also feel free to ask me and/or send me a draft of your term project prior to the deadline. (Please give me at least a couple of days to review your draft.) 6. TERM PROJECT PRESENTATION During our last class, you will present your term project to class. Your presentation summarizes your term project. But, you should focus on (1) highlighting why your social venture/project is critical in society and what social impact it can make, and (2) soliciting support ( social investment ) financial, volunteer, and/or in-kind resources and explaining for what (e.g., a specific project, start-up cost, general operation) you need the support and how you will use it. Each of you will play a social investor role as well as nonprofit manager role. As a social investor, you will be given funds and make your investment decision on which nonprofit/project of your classmates to support. 10