Training Catalog

Learn from the best in the Fundraising Fundamentals Certificate series, presented in partnership with the development experts at St. Joseph Health. This comprehensive, 8-part series will take you step-by-step to building a Development Department that brings in donors and keeps them. Don’t miss our best-selling series! Session 6 of the Fundraising Fundamentals Certificate Series Schedule 5/08/19 - Fundraising Fundamentals 5/22/19 - Stewardship & Donor Recognition 6/05/19 - Fundraising & The Law 6/19/19 - Grant Writing 7/17/19 - Board Development 7/31/19 - Events & Corporate Relations 8/14/19 - Major Gifts, Capital Campaigns & Planned Giving 8/28/19 - Direct Mail

Join OneOC and Public Law Center for a FREE seminar on the basics of what you should know before starting down the 501c3 path.

Learn how to understand both the company and your organization’s needs to be proactive about how you work with corporate volunteers to ensure the relationship begins on the right foot.

An opportunity for AFP-OC members and community fundraising professionals to learn and collaborate together.

Join us to learn the fundamental tools to leading successful teams held accountable to a common purpose.

Learn valuable insights about team structures and stages of team growth, and identify the characteristics of the best teams.

Learn from the best in the Fundraising Fundamentals Certificate series, presented in partnership with the development experts at St. Joseph Health. This comprehensive, 8-part series will take you step-by-step to building a Development Department that brings in donors and keeps them. Don’t miss our best-selling series! Session 7 of the Fundraising Fundamentals Certificate Series Schedule 5/08/19 - Fundraising Fundamentals 5/22/19 - Stewardship & Donor Recognition 6/05/19 - Fundraising & The Law 6/19/19 - Grant Writing 7/17/19 - Major Gifts, Capital Campaigns & Planned Giving 7/31/19 - Events & Corporate Relations 8/14/19 - Board Development 8/28/19 - Direct Mail

Join the discussion on how high-performing organizations are championing healthy, inclusive and connected cultures that integrate the best of work and life.

Expand your knowledge and develop the skills needed to prepare a winning grant proposal.

Learn to transform the differences among your teammates into an endless source of innovation and performance.

Learn from the best in the Fundraising Fundamentals Certificate series, presented in partnership with the development experts at St. Joseph Health. This comprehensive, 8-part series will take you step-by-step to building a Development Department that brings in donors and keeps them. Don’t miss our best-selling series! Session 8 of the Fundraising Fundamentals Certificate Series Schedule 5/08/19 - Fundraising Fundamentals 5/22/19 - Stewardship & Donor Recognition 6/05/19 - Fundraising & The Law 6/19/19 - Grant Writing 7/17/19 - Board Development 7/31/19 - Events & Corporate Relations 8/14/19 - Major Gifts, Capital Campaigns & Planned Giving 8/28/19 - Direct Mail

As you explore team meetings through this module, you’ll discover how meetings can become a place where real work gets done

This Month's Topic: Simple Secrets to Successful Nonprofit Events Engaging and profitable special events are within the reach of every nonprofit organization, no matter their size or budget. The secret lies in understanding the strategies and psychology that lie behind all successful events. This webinars lays out the basics that will help all organizations maximize guest engagement and profits and turn guests into donors. Most importantly, this can be accomplished without adding extra dollars to the budget or extra hours to the staff's workload. Participants will learn: • An overview of the psychology of an event • Strategies to create meaningful and profitable events • How to create events that sell sponsorships, sell tickets and raise maximum funds Please note this is a group viewing and discussion held at OneOC. The webinar is not accessible from a separate location. OneOC is proud to partner with AFP-OC to host the monthly audio webinars provided by AFP. These group viewings offer an opportunity for AFP-OC members and community fundraising professionals to learn and collaborate together Don’t miss this excellent networking opportunity! Free for AFP-OC and OneOC Premium Members

Designed for the working nonprofit professional with a desire to strengthen and enhance their skills or those looking to transition to the nonprofit sector.

In nonprofit, our programs are the heart of the organizations’ vision and mission, which drive our passion and priorities. In order to be successful, program directors and managers need the time and skills to identify the peaks and valleys of a program’s cycle. This course is essential for those new the nonprofit sector, newly appointed directors or managers, and those looking to revitalize their program’s goals and purpose as it relates to the mission. Learning Objectives Mission, Vision, Values, and Operating Principles Describe why your mission statement is important and how a vision statement can anchor your program planning to the mission. Learn how operating principles help you make sound management and budgeting decisions. Understand how group agreements help you manage group norms and behaviors. Organization Strategic Plan, Program plans, and Outcomes. Learn to apply strategic plans and understand their role in program design. Develop program outcomes, goals and strategies which follow directly from strategic planning. Define program outcomes, goals, objectives, strategies and action steps. Program Evaluation/Needs Assessment Connect the program design model to the program evaluation plan. Examine and analyze nonprofit finances - Revenue, Expenses, Net Outcome and Sustainability. Review and interpret the major parts of a program budget. Develop a program budget Identify budget issues and negative net-outcomes Program Leadership and Decision Making Planning - Identifying goals, objectives, methods, resources needed to carry out methods, responsibilities and dates for completion of tasks. Organizing resources Review Sustainability Matrix How to deliver and communicate a Program Impact Profitability report This training is part of the Nonprofit Management Certificate. Click here for information on the full series

All day every day the team communicates. Imagine the efficiencies that could be gained by communicating better. In this module team members will exercise their capabilities for advocacy and inquiry. More than a process for transferring information, communication becomes the source of learning, transformation, and innovation. Your team will: Explore the disciplines of advocacy and inquiry to create team conversations that produce learning, innovation, and change. Practice conversations in which you exercise advocacy and inquiry. Make plans for purposeful team communication. Part of the Team Management Skills Certificate Click here for information on the full series Presented by Presenter bio: Anthony Harmetz brings over 20 years’ experience designing, delivering and implementing curricula to address the learning needs of individuals and organizations. An accomplished coach, facilitator, instructional designer, and leader, Anthony spent 13 years establishing and leading the learning function for Bally Total Fitness. Currently providing training and coaching services to local and national organizations, he can be reached at [email protected] or (714) 392-4409.

Change happens. Like it or not, change will be a continual part of the team’s reality. Rather than forever reacting to unforeseen events, the team will practice a multi-lens approach to confronting a real-world change it faces. Members will deal with their own reactions to the change, analyze the nature of the change, explore the many unanticipated ripple effects… and, of course, develop a plan of action. Your team will: Deal collectively with a change that is currently affecting the team. Explore and identify individual reactions to the change. Analyze the nature of the change. Identify the implications of the change. Create a shared plan of action for navigating effectively through the change Part of the Team Management Skills Certificate Click here for information on the full series Presented by Facilitator Bio: Britt Wilson is a professional communication expert and trainer for Jackson Dawson Communications. He is President of B. Braun Toastmasters and facilitates job skills and leadership workshops for nonprofits. His skill set includes multimedia and technology, and in his past life he was a rock-n-roll music producer in Atlanta Georgia. You can reach him at [email protected] or https://www.linkedin.com/in/brittwilson/

This Month's Topic: Why You Need a Case for Support and How to Build One There's a worrying trend out there in philanthropy land. Too many non-profits either don’t have a case for support at all or have put a huge amount of effort and expense into creating one that, well... kinda sucks. Cases for support are critically important to non-profit fundraising, and every non-profit should have one. No longer tied solely to capital campaigns, a strong case will pull your stakeholders together, touch people’s hearts, and elevate philanthropy. Join Leah Eustace, CFRE, ACFRE, as she shares the her case development secrets, along with plenty of examples of great cases. Participants will learn: • Participants will learn about the many uses of a good case for support. • Participants will walk away with samples of great case documents. • Participants will learn how to work with their colleagues and stakeholders to build a case for support that touches the hearts of their donors. Please note this is a group viewing and discussion held at OneOC. The webinar is not accessible from a separate location. OneOC is proud to partner with AFP-OC to host the monthly audio webinars provided by AFP. These group viewings offer an opportunity for AFP-OC members and community fundraising professionals to learn and collaborate together Don’t miss this excellent networking opportunity! Free for AFP-OC and OneOC Premium Members

How do you know your program is a success? More and more, funders are looking for the long term outcomes programs are addressing, versus the day to day outputs. To get to this level program managers and coordinators need to be mindful of how they are collecting, tracking and analyzing their data based on each stakeholder. In order to obtain program impact, you have to build a culture around delivering the goals outlined. Learn the best practices of implementing a well-rounded program at your organization in this comprehensive workshop that will take you step-by-step to building a successful program evaluation process. Learning Objectives Preparing and Planning Determine who needs to be involved. Who are the stakeholders? Develop your team and start getting staff buy-in. Logic model or theory of change overview. Explore evaluation types and determine which ones are best suited: Process-based, Goals-based, and Outcomes-based. Designing and Implementing Explore different evaluation methods and design instruments necessary, and discuss pro’s and con’s. Surveys, focus groups, interviews, observations, community assessments, etc.Discuss different methods of tracking and tools, resources and databases available. Excel, SurveyMonkeyLearn proper survey design and structure. Analyzing and Delivering Your Results How to analyze and interpret the data collected utilizing Excel and SurveyMonkey Creating effective charts and graphs for visual representation of data How to use in grants, reporting funders, and share with your development /fundraising team Part of the Nonprofit Management Certificate. Click here for information on the full series.

As the team begins to work and collaborate with more expertise, a new vulnerability can creep in. It’s called “groupthink” and it can cause even strong teams to fall into unproductive ways of thinking. Equip your team to fight the ravages of groupthink with this module! Your team will: Explore the concept of groupthink, and the dangers that it poses to this team. Analyze this team’s vulnerability to groupthink. Define and practice specific behaviors for ensuring that groupthink is not a danger to this team. Part of the Team Management Skills Certificate Click here for information on the full series Presented by Presenter bio: Jeffrey Hansler, CSP is an expert at organizational development, leadership, and persuasive communication which includes skills of innovation, influence, negotiation, sales, body language, micro-expressions, and authority. He may be reached at [email protected] or 714-225-7461

Your team is full of creative people. You’ll discover that creativity is not a magical thing reserved for a gifted few. Instead, it’s a discipline and a process that any team can exercise at any time. Next time the team needs to generate new opportunities and new ways of thinking, make this module a part of the work agenda. You won’t believe the creative brilliance that you produce! Your team will: Explore a disciplined process for exercising creative thinking (even if members don’t consider themselves “creative!”) Consider the different roles and individual strengths that different team members bring to the creative process. Work through a four-part model that leads team members through the creative process – from defining an opportunity, to brainstorming creative solutions, to making plans for building the idea, and ultimately to ensuring its effective implementation. Module 7 of the Team Management Skills Certificate. Click here for information on the full certificate Trainers provided by Presenter bio: Jeffrey Hansler, CSP is an expert at organizational development, leadership, and persuasive communication which includes skills of innovation, influence, negotiation, sales, body language, micro-expressions, and authority. He may be reached at [email protected] or 714-225-7461

This Month's Topic: The ABCs of DAFs (What Nonprofits Need to Know and Do About Donor Advised Funds) Donor-advised funds (DAFs) have been around for decades, but in recent years these funds have become one of the fastest growing vehicles in philanthropy. DAFs have been increasingly used by donors and offered through community foundations and national DAF sponsors as a new and attractive way donors can make giving decisions. To make sure that you and your nonprofit are proactive and capitalizing on this donor-friendly giving vehicle, AFP International will host an interactive webinar that will help participants better understand: • What is a DAF and how do they work? • What are the benefits of DAFs and who is using them? • How can you properly identify and acknowledge a gift through a DAF? • What can your nonprofit do to actively solicit and cultivate donors using DAFs? Please note this is a group viewing and discussion held at OneOC. The webinar is not accessible from a separate location. OneOC is proud to partner with AFP-OC to host the monthly audio webinars provided by AFP. These group viewings offer an opportunity for AFP-OC members and community fundraising professionals to learn and collaborate together Don’t miss this excellent networking opportunity! Free for AFP-OC and OneOC Premium Members

Join this group viewing and discussion with AFP-OC. This Month's Topic: The State of Online Fundraising 2019

Module 1 of the Volunteer Management Certificate

Volunteer Management Certificate: Module 2 - Planning

Module 3 of the Volunteer Management Certificate Recruitment & Placement: Matching Volunteer Skills with Service Needs

Training & Orientation Achieving Service Excellence

Module 5 of the Volunteer Management Certificate - Articulate the benefits of volunteer supervision - Describe the steps of volunteer supervision - List effective ways to reward and recognize volunteers - Apply learning using case studies and scenarios

Evaluation: Improving Results Using Data & Feedback

Gain a comprehensive understanding of the major components of a nonprofit Volunteer Management program.

In this course, you will gain an understanding of the uses and functions of budgets and the relationship between strategic budgeting and tactical budgeting.

Ground yourself in solid supervisory fundamentals as you step into a new role as a supervisor in this online training.

This course offers an introduction to fundraising for nonprofit organizations, with an emphasis on the fundamental issues.

Understanding what the numbers say about the health of your nonprofit is critical to being able to manage the organization successfully.

This introductory-level course offers a guide to the basics of grant writing and how it fits in your organization's fundraising strategy.

Receive a critical introduction to the fundamentals of nonprofit organizations.

A capital campaign raises money that a nonprofit organization uses for any physical asset, such as purchasing or renovating a building. It's a critical part of managing in the nonprofit sector. This introductory-level course covers the key terminology and practices surrounding running a successful capital campaign within a nonprofit organization. You will learn about the phases of conducting a capital campaign—evaluation, feasibility study, organization, solicitation, and post-campaign activities—as well as how to avoid common pitfalls in capital campaigns. Learning Outcomes - Explain the five phases of a capital campaign - Define what a feasibility study is and why one should be conducted prior to a capital campaign - Discuss what role consultants can play in conducting a feasibility study - Describe important factors for evaluating consultants - Explain how tools like a gift range chart can help to organize campaign solicitations - Describe the different types of leadership teams and committees that may be formed to support a capital campaign - Discuss different techniques that can be used to troubleshoot a stalled capital campaign - Understand what is required for a successful solicitation meeting Estimated length: 3 hours .3 CEUs | 3 CFREs Course completion deadline: 30 days after registration

Go through Microsoft Excel from Beginner to Advanced and learn to manage and organize your data.

This course covers the fundamentals of board and volunteer development as well as recruiting, effective communication, and retention.

From earthquakes & tornadoes, to wildfires & floods, disasters can strike anywhere, at any time. Big or small, when disaster hits, will our community be ready? History has shown that thousands of people will come forward and want to help when disaster hits. But rarely do we think about who directs and manages these volunteers. Watch this informational learning to discover how you can help when disaster strikes Orange County.

Topics Include: Fostering Success through Coaching, Constructive feedback, Effective Delegation, Managing in Difficult Times

Exciting news for 2019! This self-paced training is now available online and can be taken on your schedule. The six modules in this online training will provide detailed step-by-step instruction and examples of the Volunteer Posting portal so you can become an expert in posting your organization’s volunteer projects on OneOC’s website. You will learn to post a single, repeating, or individually scheduled opportunities, editing a post, and confirming, declining and communicating with volunteers. Upon completion your ID and password will be emailed to you. If you do not receive it within 48 hours, please email [email protected] More about OneOC’s online Volunteer Calendar In partnership with Points of Light and 135 volunteer centers, we are unveiling the next-generation volunteer management solution. It’s a comprehensive platform that expands your capability to manage, track and report on people, programs, trainings and volunteer opportunities in real time. Nonprofits can • Post new volunteer opportunities • View volunteer’s contact information (email & phone number) in one location • Approve and schedule volunteers who have expressed interest in volunteer opportunities • Set restrictions to online volunteer registrations (e.g. age requirement) • Print your volunteer roster to use for volunteer sign-in • E-mail volunteers directly from the partner portal about your volunteer opportunity updates, changes or cancelations • Run reports on volunteer attendance. • Send auto-generated email reminders to your volunteers Note: To post on OneOC website, your organization must be a member with OneOC. Click here for membership information