Training Catalog

This is the first time in American history that four generations are represented in the workforce at the same time. Different age groups are forced to work together in nontraditional reporting structures and collaborate in a new way. This highly informative training offers research backed applications for how to manage the distinctive perspectives, motivations and expectations of each generation employed in your organization. Regardless of your generation, the goal of this training is the same: to share why each generation comes to the workplace with different ideas and points of view and learn how to work with and manage those who grew up in a different generation than you. Learning Objectives: Understand and respect generational differences Anticipate points of conflict that might arise when working with different generations Increase awareness of different generational needs and motivations. Develop effective teams with employees from diverse generations Transform negative stereotypes into healthy working relationships Presented by Diane Spiegel Diane is the author of The Gen Y Handbook: Applying Relationship Leadership to Engage Millennials, a featured selection on the SelectBooks list, and has been a principle at The End Result Partnerships. As a recognized leader in corporate education and leadership development, Diane is the previous SVP, Chief People Officer, Opus Bank whose primary role was to co-create organizational culture and inspire a learning environment to support the growth strategies across the enterprise. Diane is an innovator and thought partner who created the firm's successful training methodology, Sage Leadership Tools. An organizational architect, Diane specializes in developing training strategies that offer organizations a consistent process to educate and develop talent and provide a framework for cultural and organizational change. Working with organizations such as Starbucks, Disney Corporate, Royal Caribbean Cruises, The County of Orange, CoolSys and So Cal Edison, Diane has helped curate and create content and organizational processes that supports a changing and diverse workforce. Diane is adjunct faculty at University California Irvine providing professional staff development.

Keeping up with ever-changing, complex employment-law requirements and regulatory compliance is increasingly difficult for employers. Additionally, there are a number of new workplace restrictions and compliance risks affecting California employers, such as increased 1099 (Independent Contractor) classification restrictions, wage-and-hour class-action developments, and new employment arbitration agreement legislation. Attendees will learn about navigating these employment laws and issues, as well as gain insights and compliance tips for California employers. Presented by Tracey Jensen, KTimeHR Director of Human Resources

In this course you will learn proven techniques of leadership; the core principles of leadership, management and supervision and how they differ. In addition, you will learn the defining principles of transformational leadership and how to make others own your ideas as theirs to move the needle in your organization. Facilitated by Zoot Velasco Zoot Velasco is Director of the Gianneschi Center for Nonprofit Research at California State University Fullerton’s Mihaylo College of Business & Economics. There, he also teaches Business and Marketing and serves as Mihaylo’s Grant Specialist. He also teaches Nonprofit Management and Leadership at California Polytechnic Institute, Pomona. He hosts the 501(c)3(b)(s) podcast and has authored two books. During the recession, he led the Muckenthaler Cultural Center in Fullerton to a 400% growth, tripled the endowment, and won awards for Orange County’s first STEAM programs, institutional arts programs, and strategic partnerships. Zoot holds a BA in dance from St. Mary’s College of California, an MBA in nonprofit management from Hope International University, and professional designations in arts education, fundraising, leadership, management, and conflict resolution.

This Month's Topic: The Intentional Fundraiser What story does your calendar tell about you? Is 60% or more of your time focused on achieving your priority goals or responding to other people’s priorities? Too often the work of donor development comes second to urgent event deadlines or the constant barrage of incoming email and internal meetings. Whether you’re the solo fundraiser or part of a large team, The Intentional Fundraiser is a system for taking control of your time. Establishing role clarity, priorities and performance metrics. Rewrite the story of your fundraising and major gifts program with intention! Participants will receive The Intentional Fundraiser Toolkit for high performance. Recognized as one of America's Top 25 Fundraising Experts,Tammy Zonker is an inspiring international speaker on the topic of transformational philanthropy and an AFP Certified Master Trainer. Over the past 20 years, she has trained, coached and led nonprofit teams to raise more than a half-billion dollars including a single gift of $27.1M. Tammy moved to Detroit in 2008 determined to successfully raise money in the most challenging economy in the U.S. and has turned those experiences into strategies, tools, and processes for skyrocketing fundraising results in any economy. When not speaking at conferences or fundraising, she's training her online membership community of Fundraising Transformers, or leading webinars, e-courses, private workshops and retreats. 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

Did you know there are over 10, 000 nonprofits in Orange County? But only about 3, 000 are active due to their filing with the IRS. Every year, passionate people are sparked with ideas to address the needs of their community; and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join OneOC and Public Law Center for a FREE seminar on the basics of what you should know before starting down the 501c3 path. Learning Objectives: What is a nonprofit/ Public Benefit, and what are the pro’s and con’s? What are other options to consider? Like Fiscal Sponsorship. Legal steps to forming a 501c3: timeframe and paperwork The need for a business plan. How do you plan on sustaining your NPO? What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.

This program will present solutions to key human resources challenges that today’s organizations face.

This Month's Topic: Before You Post That Job - How to Hire Right When You’re Not Human Resources Does this sound like you? You have a team that needs your input, support and leadership, you have ambitious fundraising goals you need to meet AND you have to hire new staff. You're always on-the-go and let’s face it; you aren’t in HR. So How do you ensure that you hire the right people and set them up for success? By participating in this webinar, you will: • Understand common pitfalls stopping you from hiring effectively and how to avoid them • Gain strategies to help you source great candidates and keep your sanity • Focus on structuring your search so you don’t get hiring fatigue • Learn the tips and tricks you’ll need to keep a search live while still doing your job Kishshana Palmer is a national speaker, author trainer, and coach with a 17-year background in fundraising, marketing, and talent management. She’s a supernova on any stage and platforms due to her charismatic and candid delivery. It doesn’t matter if she’s speaking about philanthropy, living your most authentic life, or diversity, the energy she brings to the stage is always entertaining and edifying. Kishshana is an adjunct professor at Baruch College and Long Island University, Certified Fundraising Executive (CFRE), a BoardSource Certified Governance Trainer (CGT) and an AFP Master Trainer. When an organization wants to grow, find and retain people on their team, raise money, and more she is the philanthropic fairy godmother they have on speed dial. She is the author of "Hey, I'm New Here". Kishshana is a NYC girl and mother of one wonderful teenage daughter. Kishshana is the epitome of your classic 90's Queens homegirl and quintessential corner office executive. She is your daily dose of Claire Huxtable with a side of Blanche Devereaux. 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 us to learn the fundamental tools to leading successful teams held accountable to a common purpose. This comprehensive, 7-part series is designed for new and experienced supervisors and managers. Session topics will cover the fundamentals of teamwork, core topics that pop up every day in the work with the team, and the essential topics that lead to high performance teamwork. Don’t miss this series! Workbooks will be provided at each training session. Series Schedule 3/17/2020: Introduction to Teams 3/31/2020: Building on Style Differences 4/14/2020: Running Effective Team Meetings 4/28/2020: Enhancing Team Communication 5/12/2020: Managing Change 5/26/2020: Avoiding Groupthink 6/09/2020: Sparking Team Creativity Trainers provided by

Have you noticed team mates that do things differently than you or each other? Often this is a source of conflict for teams. In this module, you’ll learn to transform these differences into an endless source of innovation and performance. This powerful module of GO Team is rich with insight for all teams. Learning Outcomes • Explore the style preferences that each member has for interacting with others • Understand and appreciate the differing styles of others • Make changes in your ways of working together so that you can benefit from the individual styles of each member Part of the Team Management Skills Certificate Presented by

In this workshop you will learn how to develop a program Theory of Change to identify your evaluation strategy. A program theory of change will allow you to map out your program activities, outputs, and outcomes within the context of the problem you are trying to address. It will also include underlying assumptions about how the program works or contextual factors that may disrupt the functioning of the program. It is important to have a program map to ensure that program staff and stakeholders have a shared understanding of how the program is supposed to work and what it should achieve. In the second half of the workshop you will learn how to take your program map (theory of change) and create an evaluation plan to measure your program impact. Having an evaluation plan will ensure you are collecting data in all of the key areas needed to show your outcomes are occurring. Presented By: [email protected] 949-396-6053

Asking the right questions is essential to obtaining the information you need to measure the success of your program and will allow you to have data-driven answers that you can use internally and with funders. In this series you will learn how to develop a program Theory of Change to identify your evaluation strategy and clearly define your outputs and outcomes within the context of the problem your organization is trying to address. Establishing an evaluation plan will ensure you are collecting data in all the key areas needed to show your outcomes and demonstrate to funders your program’s impact. In this series, you will learn how to develop surveys and other instruments for data collection and find out how to interpret your data to skillfully articulate the story of your organization. The final session of the series will teach you to how to identify your key stakeholders and how to share relevant data/information with them based on their interests and ultimately win more funding. Cost Member: $300 Non-Member: $375 Course Titles in the series and Dates: Creating a Theory of Change to Strategically Develop and Evaluate your Program: Wednesday, April 8th – 9am-1pm Cost Member: $85 Non-Member: $110 Developing Surveys, Collecting Data and Showing your Impact: Wednesday, June 24th – 9am-12pm Cost Member: $85 Non-Member: $110 Analyzing your data to Effectively Share your Story: Wednesday, August 5th – 9am-12pm Cost Member: $85 Non-Member: $110 The Art of Data-Driven Storytelling: Communicating the Right Message to your Stakeholders: Wednesday, October 14th – 9am-12pm Cost Member: $85 Non-Member: $110 Presented By: [email protected] 949-396-6053

This Month's Topic: Fostering a Growth Mindset in Your Team You've worked with teams that really clicked, and teams that seemed to fizzle. What made the difference? One factor may have been the mindsets of the people involved. In her book, Mindset: The New Psychology of Success, Stanford University professor, Dr. Carol Dweck, defines a growth mindset as a belief that talents can be developed through hard work, good strategies, and input from others. Those with fixed mindsets believe their talents cannot be changed. Teams that promote and foster a growth mindset tend to be more collaborative, empowered and committed--all factors we need in an effective development program. In this session, we'll review Dr. Dweck's research and other findings building upon her work, translate how a growth mindset can help build a more effective fundraising team, and provide real-world examples of how mindset can make the difference between a successful professional and a staff person on their way out. Learning objectives: • Understand the markers of a growth mindset versus a fixed mindset • Identify strategies to encourage growth mindsets in your team • Identify ways to help fixed and growth mindset people work together Alice L. Ferris, MBA, CFRE, ACFRE is the founder of GoalBusters, providing hands-on, comprehensive fundraising leadership for small to medium-sized philanthropic organizations. The GoalBusters team offers services in development and campaign assessment, strategic planning, campaign direction, board and team training, grant writing, and specialty services for public and community media. For the last 30 years, Alice has worked extensively in fundraising for public media, rural healthcare, education, and science organizations, among others. Alice thrives in finding creative solutions for the fundraising challenges of small organizations, as well as teaching and training about practical and realistic tactics. Alice is in the trenches for several organizations, serving, as counsel, as Director of Development for KAWC Colorado River Public Media in Yuma, Arizona, and Administrative Director for KGHR Navajo Public Radio. For her volunteer life, Alice serves on the Association of Fundraising Professionals Northern Arizona Chapter board, and on the advisory boards for the Bolz Center for Arts Administration Advisory Board at the Wisconsin School of Business and the University of Wisconsin Communication Arts Department. She is a three-time honoree as AFP-Northern Arizona Fundraising Professional of the Year, earned her CFRE in 1999 and her ACFRE in 2010. Alice is an experienced international speaker and AFP master trainer. 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

And now consider the humble meeting, that contentious generator of disagreement and lost time. But not for the high-performing team! As you explore team meetings through this module, you’ll discover how meetings can become a place where real work gets done! This module includes a meeting planning process that can be used over and over. Your team will: • Identify characteristics of effective meetings, as well as tips for meeting facilitation. • Use the GO Team meeting planning tool to identify the meeting participants, purpose, and agenda. • Learn how the GO Team meeting planning tool can be used to keep the meeting on task and on time; and to assess the effectiveness of the meeting. Part of the Team Management Skills Certificate Presented by

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 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.

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

Designed for those with several years experience working in nonprofit fundraising, this series equips you with the knowledge and resources to an advanced career in Nonprofit Leadership or Development. Learn how and when to effectively apply the different fundraising tools to applicable situations. This certificated program will provide immediate application of session topics. Faculty assigns projects relevant to the topic of the session and the participant’s respective organization. Presented in partnership with Series schedule: 5/08/20: Annual Giving 5/19/20: Ethics 6/02/20: Major Gifts, Relationship Management & Stewardship 6/11/20: Capital Campaigns 6/30/20: Planned Giving 7/14/20: Leadership - Staff, Volunteers & Boards

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 1 of the Fundraising Fundamentals Certificate 2020 Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

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! Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

This Month's Topic: Brining in the Top 10 Gifts for Your Capital Campaign In this lively webinar, veteran capital campaign expert Andrea Kihlstedt will explain the five all-important steps you should take to prepare for and successfully bring in the top-level gifts for your campaign. You will learn: • How those top ten gifts fit into the planning process for your campaign. • Ways to identify the prospects you need for those top gifts. • How to structure your campaign to engage those top prospects long before you solicit them. • When and how to ask for those top gifts. • Three ways to increase your chances of success. Andrea Kihlstedt has worked in fundraising for the past 30 years. She has been a consultant, coach, speaker, trainer, author, innovator and entrepreneur. She has written four books on fundraising, started three businesses and come up with several new and innovative approaches to fundraising practice. Andrea co-founded the internet companies Asking Matters and Capital Campaign Masters. Both of these businesses harness the power of the internet to bring information and expertise to fundraising practitioners. 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

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

Module 2 of the Advanced Fundraising Certificate Series 2020 Public confidence and trust lies at the heart of successful philanthropy. Ethical conduct requires complying with the law, developing a Corporate Compliance Policy, full transparency, and being faithful to donor’s wishes. Presenter: TBD Presented in Partnership with Click here for information on the full Advanced Fundraising Certificate

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 2 of the Fundraising Fundamentals Certificate 2020 Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

Did you know there are over 10, 000 nonprofits in Orange County? But only about 3, 000 are active due to their filing with the IRS. Every year, passionate people are sparked with ideas to address the needs of their community; and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join OneOC and Public Law Center for a FREE seminar on the basics of what you should know before starting down the 501c3 path. Learning Objectives: What is a nonprofit/ Public Benefit, and what are the pro’s and con’s? What are other options to consider? Like Fiscal Sponsorship. Legal steps to forming a 501c3: timeframe and paperwork The need for a business plan. How do you plan on sustaining your NPO? What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.

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.

In today’s society, the bulk of philanthropic support comes from relatively few donors to charitable organizations. This module is designed to remove and reduce anxiety over implementing a major gifts program and prepare the nonprofit professional or volunteer to develop relationships and solicit potential major gift prospects. Module 3 of the Advanced Fundraising Certificate Series 2020

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 3 of the Fundraising Fundamentals Certificate 2020 Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

This comprehensive training course is designed to help you develop effective management skills and provide you with the tools needed to be a high performing leader in today’s nonprofit world. The course is suitable for entry to mid-level managers looking to level up and gain specific knowledge of the human resources fundamentals and communication skills needed for management. This course will also provide tools and best practices for communicating with employees as well as how to have successful coaching conversations. Learning Outcomes Learn the fundamentals of HR management Understand the wage and hour laws for employees in California • Be able to explain discipline and termination practices Define leaves of absence and accommodations provided by employers Discuss different techniques for informed decision making as a manager • Understand how to have effective coaching conversations Learn techniques for working with difficult employees

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. Part of the Team Management Skills Certificate. Trainers provided by

This Month's Topic: Don’t Say I Didn’t Warn You - The Pragmatists Guide to Successful Special Events Special events have long been synonymous with fundraising and as a result, every fundraiser has a story of cold food, missing golf balls, no-show volunteers, and the $200 pot of hotel coffee. We also know that fundraising events, on average, have one of the lower net profit factors and yet, they are often the go-to solution in a financial pinch. It is essential that every fundraiser understand the value special events can play within their organization, as well as the importance of setting appropriate financial, time management and resource expectations. In this session we will discuss this love-hate relationship, as well as review the cornerstone elements of successful events, including how to define success, knowing when to move on and setting pragmatic boundaries for the future. Learning Objectives By the end of this session, participants will be able to: Understand the core elements of successful non-profit special events: Why are we here? I. Event purpose – friend raising, fundraising, donor recognition, community awareness II. Financial dependence – impact on the overall bottom line and role in the fund development plan III.Definition of success grounded in realistic expectations and connection to purpose Resource allocation I. Time II.Money III.People Commitment to Excellence, Not Perfection I. The details that matter and the ones that don’t II.Connection back to purpose III.Leverage people resources to create authenticity Does It Stay or Does It Go? I.Creating clear expectations around an event’s longevity II.Creating a healthy special events culture III.Understanding purpose and financial dependence Amy Wolfe is the President and CEO of AgSafe, whose mission is to advance the food and farming industries' commitment to a safe, sustainable workforce and food supply by providing practical education and resources. Her career includes tenure as a legislative aid in the California State Assembly and as Vice President of the California Agricultural Leadership Foundation. Ms. Wolfe is also dedicated to her community and profession, serving on the Board of Directors for the Association of Fundraising Professionals as well as being a member of Modesto Rotary and 30-year member of the Girl Scouts Heart of Central California. Ms. Wolfe received her Master of Public Policy and Administration from California State University, Sacramento, her Bachelor of Science from California Polytechnic State University, San Luis Obispo and is accredited as a Certified Fundraising Executive (CFRE). 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

Used by over 40,000 people, DISC is an assessment tool that helps people and teams understand their personal styles and allows them to effectively adapt to the styles of others. In this training course you will have the opportunity to take the DISC assessment to learn more about your personal needs, motivation and priorities as well as better understand the priorities of others. This training is designed for leaders who hope to grow in self-awareness, develop stronger communication skills and learn more about their personality styles and the impact those have on others in the workplace. Learning Outcomes Identify your DISC style and your key priorities Understand the difference in behavioral styles and how they affect communication Understand the style differences of others in order to work more effectively together Learn how to build trust and strong communication with others on your teams Improve your management skills by effectively developing, motivating and directing employees according to their style

You will learn the foundation needed to prepare, direct, and complete a campaign. Topics include: Campaign Readiness Case development, feasibility study, process Volunteer and leadership engagement and management; structure Recognition, Stewardship and after the campaign Module 4 of the Advanced Fundraising Certificate Series 2020 Presented in partnership with

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 4 of the Fundraising Fundamentals Certificate 2020 Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

Developing surveys and other data collection instruments to get feedback is a critical component of demonstrating your impact and improving the implementation of your program over time. Asking the right questions is essential to obtaining the key information you need and will allow you to have answers that you can interpret and use internally and with funders. In this workshop you will learn how to develop key questions for your instruments, as well as learn how to ensure your instruments connect to your larger program vision (theory of change). Finally, in this workshop you will learn some best practices for collecting and tracking your data. Presented By:

Module 5 of Advanced Fundraising Certificate Series 2020. The Power of Gift Planning. This session will discuss how to create exciting and comprehensive “Gift Plans” for your donors. Presented in partnership with

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 5 of the Fundraising Fundamentals Certificate 2020 Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

This Month's Topic: The Art of the Legacy Ask You’ve grown your legacy program, you have an impressive pipeline of donors interested and considering leaving a legacy gift to your wonderful organization and now comes the big moment: THE ASK! There is a big misconception that soliciting for a legacy gift is the same as asking for a major gift. Nothing could be further from the truth. While there are some similarities, the approach and lead up is completely different. This webinar will present the similarities and differences between a legacy and a major gift ask, what research tells us how donors make decisions and how you can harness all this information to craft a deeply personal and successful legacy ask. Learning Outcomes • Understand how asking for a legacy differs from other fundraising asks • Learn about the research on how decisions are made • Feel confident in our ability to make a solid legacy ask Ligia Peña, CFRE, MInstF, AFP Master Trainer Ligia Peña’s career began in 2002 at the YMCA of Greater Montreal as the Director of Fundraising and Communications. Since then she has worked with many organizations in a senior-level capacity and has offered consulting services under her own banner. She is currently the Global Legacy Manager at Greenpeace International where she drives Greenpeace’s global legacy strategy and manages a community of practice of legacy managers in 14 countries. She’s a seasoned presenter internationally and she’s the author of the ‘Small Shop Fundraising’ chapter in the 2nd volume of Excellence in Fundraising in Canada. Ligia is a Ph.D. candidate at the University of Kent where she is researching the topic of national umbrella legacy marketing campaigns in the UK and Canada. When she’s not geeking out on legacy related things, she’s either knitting, cooking or planning her next trip. To follow her adventures, you can read her blog at www.globetrottingfundraiser.com or on Twitter @GlobetrottingFr or Instagram at @GlobetrottingFundraiser Email: [email protected] LinkedIn: http://ca.linkedin.com/in/ligiapena 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

Module 6 of Advanced Fundraising Certificate Series 2020. Whether leading staff members or leading volunteers/board members (or both), many skills are required of today’s fund raiser. Learn which skills are most important and how you can maximize the performance of your organization.

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 2020 Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

In this workshop you will learn the basics of analyzing quantitative and qualitative data. Using Excel, we will explain how to run basic statistics that can help you generate the results you need to best tell your story. Different stakeholders have different interests and in this training you will learn how to analyze data that can highlight the information they want to know. You will learn how to create simple pivot tables to look at your results by specific characteristics as well as how to code open-ended survey responses and interviews for themes, which can then be used to demonstrate your overall impact. Presented By: [email protected] 949-396-6053

Welcome to your team! Whether a new team or an old one, this module will lead you to valuable insights about team structures and stages of team growth, and will help identify the characteristics of the best teams. Learning Outcomes • Learn the definition of “team” • Identify the characteristics of the best teams • Explore different types of teams • Consider the different stages that teams experience over time • Discuss how the team concepts in this module apply to your team Part of the Team Management Skills Certificate Presenter bio: Michelle Adrian has been in employee development for 15 years. Her experience includes designing, delivering and managing sales, leadership, technical and soft skills programs. https://www.linkedin.com/in/michelleadrian/

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 2020 Series Schedule 5/06/20 - Understanding the Basics of Fundraising 5/20/20 - Stewardship & Donor Recognition 6/03/20 - Fundraising & The Law 6/17/20 - Grant Writing 7/01/20 - Major Gifts, Capital Campaigns & Planned Giving 7/15/20 - Events & Corporate Relations 7/29/20 - Board Development 8/12/20 - Direct Mail Scholarships Available. Click here for more information

This Month's Topic: Robots Make Bad Fundraisers - Maintaining Heart in the Digital Age In some ways, we’re in a golden age of fundraising. There have never been more ways to capture attention, rally supporters, generate revenue, and measure fundraising performance than there are today. The accessibility of this technology has also never been greater, even to the smallest charities. But with all the software, tools, apps and intelligence available to us, why has fundraising performance stagnated? Has technology actually gotten in the way of building a personal connection with our supporters? In this session, we’ll explore ways to apply time-tested principles of philanthropy to the modern technology available to fundraisers — with the goal of keeping the donors we already have, inspiring new donors to give, and maintaining the sanity of our team members. Steven Shattuck is Chief Engagement Officer at Bloomerang. A prolific writer and speaker, he curates Bloomerang’s sector-leading educational content, and hosts our weekly webinar series which features the top thought-leaders in the nonprofit sector. Steven got his start in the nonprofit sector producing fundraising videos and other digital content for organizations like Butler University, Girl Scouts, Christian Church (Disciples of Christ) and the American Heart Association. Steven volunteers his time on the Project Work Group of the Fundraising Effectiveness Project and the Study Fundraising Steering Group at the Hartsook Centre for Sustainable Philanthropy at Plymouth University. He is also an AFP Center for Fundraising Innovation (CFI) committee member. Steven has contributed content to the National Council of Nonprofits, AFP, NTEN and Nonprofit Hub, and is a frequent conference speaker, having spoken at AFP International, NAYDO, Cause Camp, ADRP, the Nonprofit Storytelling Conference, and Planet Philanthropy to name a few. He is a co-author of Fundraising Principles and Practice: Second Edition. In 2015, he co-founded Launch Cause, a registered 501(c)(3) not-for-profit organization dedicated to helping emerging nonprofit organizations in the Indianapolis area enhance the impact of their work. 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

Did you know there are over 10, 000 nonprofits in Orange County? But only about 3, 000 are active due to their filing with the IRS. Every year, passionate people are sparked with ideas to address the needs of their community; and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join OneOC and Public Law Center for a FREE seminar on the basics of what you should know before starting down the 501c3 path. Learning Objectives: What is a nonprofit/ Public Benefit, and what are the pro’s and con’s? What are other options to consider? Like Fiscal Sponsorship. Legal steps to forming a 501c3: timeframe and paperwork The need for a business plan. How do you plan on sustaining your NPO? What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.

Have you noticed team mates that do things differently than you or each other? Often this is a source of conflict for teams. In this module, you’ll learn to transform these differences into an endless source of innovation and performance. This powerful module of GO Team is rich with insight for all teams. Learning Outcomes • Explore the style preferences that each member has for interacting with others • Understand and appreciate the differing styles of others • Make changes in your ways of working together so that you can benefit from the individual styles of each member Part of the Team Management Skills Certificate Presented by

This is the first time in American history that four generations are represented in the workforce at the same time. Different age groups are forced to work together in nontraditional reporting structures and collaborate in a new way. This highly informative training offers research backed applications for how to manage the distinctive perspectives, motivations and expectations of each generation employed in your organization. Regardless of your generation, the goal of this training is the same: to share why each generation comes to the workplace with different ideas and points of view and learn how to work with and manage those who grew up in a different generation than you. Learning Objectives: Understand and respect generational differences Anticipate points of conflict that might arise when working with different generations Increase awareness of different generational needs and motivations. Develop effective teams with employees from diverse generations Transform negative stereotypes into healthy working relationships Presented by Diane Spiegel Diane is the author of The Gen Y Handbook: Applying Relationship Leadership to Engage Millennials, a featured selection on the SelectBooks list, and has been a principle at The End Result Partnerships. As a recognized leader in corporate education and leadership development, Diane is the previous SVP, Chief People Officer, Opus Bank whose primary role was to co-create organizational culture and inspire a learning environment to support the growth strategies across the enterprise. Diane is an innovator and thought partner who created the firm's successful training methodology, Sage Leadership Tools. An organizational architect, Diane specializes in developing training strategies that offer organizations a consistent process to educate and develop talent and provide a framework for cultural and organizational change. Working with organizations such as Starbucks, Disney Corporate, Royal Caribbean Cruises, The County of Orange, CoolSys and So Cal Edison, Diane has helped curate and create content and organizational processes that supports a changing and diverse workforce. Diane is adjunct faculty at University California Irvine providing professional staff development.

In this workshop you will learn how to create a resource map, use networks to create strong partnerships, and collectively meet your mission while driving new funding. You will learn the differences between networks, strategic partnerships and collective impact models. With this strategy, nonprofit expert Zoot Velasco quadrupled capacity and tripled his organization’s budget during a recession. Facilitated by Zoot Velasco Zoot Velasco is Director of the Gianneschi Center for Nonprofit Research at California State University Fullerton’s Mihaylo College of Business & Economics. There, he also teaches Business and Marketing and serves as Mihaylo’s Grant Specialist. He also teaches Nonprofit Management and Leadership at California Polytechnic Institute, Pomona. He hosts the 501(c)3(b)(s) podcast and has authored two books. During the recession, he led the Muckenthaler Cultural Center in Fullerton to a 400% growth, tripled the endowment, and won awards for Orange County’s first STEAM programs, institutional arts programs, and strategic partnerships. Zoot holds a BA in dance from St. Mary’s College of California, an MBA in nonprofit management from Hope International University, and professional designations in arts education, fundraising, leadership, management, and conflict resolution.

This Month's Topic: Everything We Know about Fundraising is (Mostly) Wrong We often hear about concepts like the fundraising pyramid, donor prospecting, or the funnel approach to donor cultivation. But do these philosophical beliefs match up with reality? Join Steve MacLaughlin, vice president of product management at Blackbaud and bestselling author of Data Driven Nonprofits, as he explores if what we think we know about fundraising is really true. This session will explore some of the most common myths about fundraising and how nonprofits can adjust to the new normal in giving. Learning Objectives: • Understand the real size of the nonprofit sector and current giving trends • Understand how to evolve thinking around the traditional donor pyramid • Understand how the right metrics make all the difference in measuring performance Steve MacLaughlin is the Vice President of Product Management at Blackbaud and best-selling author of Data Driven Nonprofits. MacLaughlin has been featured as a fundraising and nonprofit expert in The New York Times, The Washington Post, USA Today, The Chronicle of Philanthropy, and on National Public Radio. MacLaughlin previously served on the board of the Nonprofit Technology Network (NTEN), is a frequent keynote speaker, and is an adjunct faculty member at Columbia University. Steve earned both his undergraduate degree and a Master of Science degree in Interactive Media from Indiana University. 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

Making the move from worker to supervisor can be extremely rewarding or profoundly disappointing. Ensuring that new supervisors are grounded in solid supervisory fundamentals makes the positive difference. New supervisors must learn a plethora of skills to be successful. This workshop bundles together critical areas and allows time for practice plus tips, templates, and checklists to support the learner back on the job. The day begins with a skill assessment that points to many other topics the new supervisor should sample along the way to becoming a great supervisor. By the end of the one-day workshop, participants will be able to: Name five key supervisory skills areas Assess their supervisory areas of strength and weakness Exhibit communication skills required of supervisors Guide work using four management fundamentals to ensure quality completion Delegate using a six-step process Implement a seven-step process to make decisions and solve problems Discuss supervisory essentials of process improvement and change management Lead the workforce by hiring the best and investing in employee development Coach employee performance to achieve department goals Determine development plan for next steps. Presenter Bio Dr. Kammy Haynes partners with private and public sector organizations to engage and empower their workforce to excel. As a trusted coach and business advisor, she uses more than 25 years of consulting, training, and performance improvement experience in a wide variety of industries to diagnose issues, target obstacles, and create a clear action plan for improvement. As a speaker and trainer, she brings practical solutions and a sense of humor to frustrating people issues we all deal with. Kammy offers consulting, private and group coaching, webinars, and customized leadership retreats geared toward improving performance, productivity and organizational success. Specific services include: organizational and leadership development, skills assessment, employee engagement, performance management, strategic planning, change management, work environment and customer surveys, interview development and training, and offsite/meeting facilitation. She is the Founder of Inside the Bottom Line, author of Winning the Engagement Game and has a Ph.D. in Industrial-Organizational Psychology from Texas A&M University. [email protected] / 909.591.2848 NOTE: This is separate from the First Time Supervisor Online Training

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

Make sure you do not get yourself into trouble by accident or by negligence. Know the laws and regulations; stay compliant!

This Month's Topic: Donor Stewardship – Easy & Effective Ways We Join Mark Chilutti, CFRE, for a fun and engaging webinar that will leave you with lots of innovative and FUN ways to thank your donors for their support. After working hard to secure the gift, we need to let our donors know the impact it made in our organizations. This session will focus on easy, yet effective ways to: • Stay in touch with donors through impact reports, cards, emails, and videos • Engage program/clinical staff and board members in the stewardship process • Be sure your donors feel good about their gift, so when the time comes to ask again, your work is much easier! Mark Chilutti, CFRE, has raised over $25 million to improve the quality of life of individuals with disabilities at Magee Rehabilitation Hospital in Philadelphia. A former patient himself, he has been with this small inner-city hospital for over 18 years, and specializes in Major and Planned Giving, Board Development and Donor Relations. He led the Campaign for the Creative Therapy Center and Healing Gardens, helping Magee to successfully complete its first campaign in decades. He is active with the Greater Philadelphia AFP Chapter presenting engaging sessions and has led their Compass Conference for the last 3 years. Mark is an Eagle Scout still actively involved as a top-level volunteer, a former wheelchair tennis player, and distinguished public speaker. 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

It is critical that you can craft your story for different stakeholder groups. In order to win funding, you need to be able to highlight how your program is different and making meaningful changes. Your current funders will want to see how their dollars have made a difference. Too often organizations focus on their outputs, which demonstrate the reach of their program, but do not examine how participants and the community have changed as a result of the program. This final workshop in the evaluation series will teach you to how to identify your key stakeholders and how to share relevant data/information with them based on their interests. Finally, you will learn how to effectively deliver your results in narrative and visual form. Presented By:

Successful organizations understand that to be truly effective, employees must perform at their very best. In this training course, you will harness a coaching mindset and leverage proven coaching techniques to enhance your leadership abilities, develop your employees, and how to have powerful coaching conversations that build trust and help team members perform at their best. Throughout this training you will have opportunities to practice the various coaching models and develop your own practices and tools to apply in your organization. Learning Outcomes: Explain what coaching is and isn’t Understand coaching’s impact on employee engagement and retention Define the five steps to coaching success Understand the five roles of a coach Learn the keys to successful performance management Develop coaching questions Understand how to prepare and facilitate a coaching conversation Presenter Bio Dr. Kammy Haynes partners with private and public sector organizations to engage and empower their workforce to excel. As a trusted coach and business advisor, she uses more than 25 years of consulting, training, and performance improvement experience in a wide variety of industries to diagnose issues, target obstacles, and create a clear action plan for improvement. As a speaker and trainer, she brings practical solutions and a sense of humor to frustrating people issues we all deal with. Kammy offers consulting, private and group coaching, webinars, and customized leadership retreats geared toward improving performance, productivity and organizational success. Specific services include: organizational and leadership development, skills assessment, employee engagement, performance management, strategic planning, change management, work environment and customer surveys, interview development and training, and offsite/meeting facilitation. She is the Founder of Inside the Bottom Line, author of Winning the Engagement Game and has a Ph.D. in Industrial-Organizational Psychology from Texas A&M University. [email protected] / 909.591.2848

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 Presented by

Used by over 40,000 people, DISC is an assessment tool that helps people and teams understand their personal styles and allows them to effectively adapt to the styles of others. In this training course you will have the opportunity to take the DISC assessment to learn more about your personal needs, motivation and priorities as well as better understand the priorities of others. This training is designed for leaders who hope to grow in self-awareness, develop stronger communication skills and learn more about their personality styles and the impact those have on others in the workplace. Learning Outcomes Identify your DISC style and your key priorities Understand the difference in behavioral styles and how they affect communication Understand the style differences of others in order to work more effectively together Learn how to build trust and strong communication with others on your teams Improve your management skills by effectively developing, motivating and directing employees according to their style

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.

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. Part of the Team Management Skills Certificate. Trainers provided by

The ability to effectively manage change is a critical skill for today’s workplace. We all recognize that change happens with or without our consent. Whether that experience is positive, negative, or neutral can be influenced by several factors including mindset and skill set. In this course you will learn the 8 key steps of Organizational Change Management as well as practical strategies for caring out successful change in your organization. Regardless of the change, it’s important to consider the impact on people, processes, and performance. While there are many moving pieces, simple strategies at each step of the change effort can help you avoid costly and time-consuming mistakes. Presenter Bio Dr. Kammy Haynes partners with private and public sector organizations to engage and empower their workforce to excel. As a trusted coach and business advisor, she uses more than 25 years of consulting, training, and performance improvement experience in a wide variety of industries to diagnose issues, target obstacles, and create a clear action plan for improvement. As a speaker and trainer, she brings practical solutions and a sense of humor to frustrating people issues we all deal with. Kammy offers consulting, private and group coaching, webinars, and customized leadership retreats geared toward improving performance, productivity and organizational success. Specific services include: organizational and leadership development, skills assessment, employee engagement, performance management, strategic planning, change management, work environment and customer surveys, interview development and training, and offsite/meeting facilitation. She is the Founder of Inside the Bottom Line, author of Winning the Engagement Game and has a Ph.D. in Industrial-Organizational Psychology from Texas A&M University. [email protected] / 909.591.2848

This Month's Topic: Celebrating Your Mission in December 2020 & Stewarding the Donor in 2021 The end-of-year "Season of Giving" is the perfect time to attract new donors and engage annual supporters by sharing your mission. Then, using your successful year-end campaign, set the pace for your 2021 stewardship plan. We'll look at how to create an effective donor-centric plan that keeps repeat donors involved and turns first-time givers into sustained donors. Appropriate for organizations of all sizes. Learning objectives: • Develop and/or refine an effective and achievable end-of-year campaign • Establish the donor and the impact of their gifts as the center of all your plans and communications • Create and enforce a strong stewardship plan for a healthy retention rate Tanya Fitzgerald is a Senior Product Marketing Manager at Blackbaud focused on helping social good organizations leverage the power of technology to have more impact. Previously, Tanya was a customer success manager and worked directly with Arts and Cultural customers, helping them maximize the effectiveness of their software to achieve their missions. Prior to joining Blackbaud, Tanya was the Board & Special Projects Manager for the South Carolina Aquarium focusing on major gifts and fundraising events while managing the Board of Directors (46 voting seats) and junior board. Tanya enjoys giving back and sharing her non-profit knowledge by diversifying her volunteer efforts. She was involved with Louie’s Kids for six years, a non-profit that focuses on childhood obesity and family wellness, as a board member managing their fundraising strategies. Currently, she is involved with the Charleston Animal Society and develops and executes their largest annual fundraiser. Tanya also oversees all fundraising efforts for Scottish Terrier Rescue of the Southeast and is a member of Alliance of Therapy Dogs, visiting senior centers weekly. 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

Did you know there are over 10, 000 nonprofits in Orange County? But only about 3, 000 are active due to their filing with the IRS. Every year, passionate people are sparked with ideas to address the needs of their community; and often times, their answer to the problem is, “I’ll start a nonprofit!” But is it right for you? An even better question, is it right for your community? Join OneOC and Public Law Center for a FREE seminar on the basics of what you should know before starting down the 501c3 path. Learning Objectives: What is a nonprofit/ Public Benefit, and what are the pro’s and con’s? What are other options to consider? Like Fiscal Sponsorship. Legal steps to forming a 501c3: timeframe and paperwork The need for a business plan. How do you plan on sustaining your NPO? What is your mission and why does the community need it? Is anyone else doing it? What are the resources already out there that would help fund it.

Making the move from worker to supervisor can be extremely rewarding or profoundly disappointing. Ensuring that new supervisors are grounded in solid supervisory fundamentals makes the positive difference. New supervisors must learn a plethora of skills to be successful. This workshop bundles together critical areas and allows time for practice plus tips, templates, and checklists to support the learner back on the job. The day begins with a skill assessment that points to many other topics the new supervisor should sample along the way to becoming a great supervisor. By the end of the one-day workshop, participants will be able to: Name five key supervisory skills areas Assess their supervisory areas of strength and weakness Exhibit communication skills required of supervisors Guide work using four management fundamentals to ensure quality completion Delegate using a six-step process Implement a seven-step process to make decisions and solve problems Discuss supervisory essentials of process improvement and change management Lead the workforce by hiring the best and investing in employee development Coach employee performance to achieve department goals Determine development plan for next steps. Presenter Bio Dr. Kammy Haynes partners with private and public sector organizations to engage and empower their workforce to excel. As a trusted coach and business advisor, she uses more than 25 years of consulting, training, and performance improvement experience in a wide variety of industries to diagnose issues, target obstacles, and create a clear action plan for improvement. As a speaker and trainer, she brings practical solutions and a sense of humor to frustrating people issues we all deal with. Kammy offers consulting, private and group coaching, webinars, and customized leadership retreats geared toward improving performance, productivity and organizational success. Specific services include: organizational and leadership development, skills assessment, employee engagement, performance management, strategic planning, change management, work environment and customer surveys, interview development and training, and offsite/meeting facilitation. She is the Founder of Inside the Bottom Line, author of Winning the Engagement Game and has a Ph.D. in Industrial-Organizational Psychology from Texas A&M University. [email protected] / 909.591.2848 NOTE: This is separate from the First Time Supervisor Online Training

This Month's Topic: The State of Online Fundraising This webinar will analyze the state of nonprofit online fundraising and marketing, including the latest industry benchmarks, trends and successes. We'll uncover the top challenges nonprofits face online and how to overcome them. Plus, we’ll examine where nonprofits are thriving online and what’s next for digital engagement and fundraising. At the end of this session, participants will: • Understand the latest online fundraising and marketing trends, including what’s next for nonprofits • Uncover which areas of online fundraising that are thriving, and which are declining • See the latest industry and peer benchmarks to measure your nonprofit’s performance. Mike Snusz brings over 16+ years of nonprofit experience to his role as a Team Lead on Blackbaud’s Professional Services team. He focuses on helping nonprofits create digital fundraising and engagement campaigns to maximize giving opportunities. Mike previously managed the turnaround of the Ride for Roswell, including the event’s growth from $330,000 to $1.2 million over a three-year period. Connect with Mike on LinkedIn and Twitter at @mikesnusz. To learn how Mike can help your organization’s next fundraising campaign, contact him at [email protected] 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

The Nonprofit Management Certificate is designed for the working nonprofit professional with a desire to strengthen and enhance their skills in the nonprofit sector, or those looking to transition in the nonprofit sector. This comprehensive series takes the learner through each of the following courses listed, representing each component necessary to running a successful programs within the organization. With a combination of on-line and in-person courses, this series takes a blended learning approach to ensure competency and application, along with networking and coaching opportunities. Series Curriculum Self-Paced Online Training: Introduction to Capital Campaigns Fundraising for Nonprofit Organizations Budgeting in a Nonprofit Organization Leadership in a Nonprofit Organization Strategy for Nonprofit Organizations Social Media for Nonprofit Organizations Introduction to Nonprofit Management Introduction to Grantwriting Starting Your Own Nonprofit Principles of Marketing for Nonprofit Organizations Nonprofit Board and Volunteer Development In-Person Training: Program Development: Director's Toolkit for Success Program Impact: Fundamentals of Evaluation and Building a Culture Around Outcomes Estimated length of course: 55 hours Online |16 Hours In-person 5.5 CEU Credits | 26 CFREs Series completion deadline: 270 days after registration (online section) Online Modules must be completed within 30 days of launch

If you're involved in a nonprofit organization, you likely know all too well the importance of budgeting. In this course, you will gain an understanding of the uses and functions of budgets and the relationship between strategic budgeting and tactical budgeting. You will also learn about the organization-wide budget and different budget systems. After introducing the basics of budgeting in a nonprofit, the course continues on to slightly more advanced budgeting topics such as capital budgets, cash flow budgets, and opportunity budgets. You will also learn how nonprofit organizations are using different budgeting techniques to handle operating challenges. Explain the uses and functions of nonprofit budgeting Describe the different types of budgets used by a nonprofit organization Recognize the use of the organization-wide operating budget and program operating budgets Explain how an operating budget is created Analyze a nonprofit operating budget through variance analysis Describe how a capital budget is used and created Explain the importance of a cash flow budget and describe how it is created Recognize how the budget process can be managed for optimal results Estimated length of course: 5 hours Course completion deadline: 30 days after registration

Corporate social responsibility (CSR) is the concept of organizations taking responsibility for their impact on society and the environment. Businesses which embrace CSR promote the public interest through what they do (for example, encouraging community growth and development) and what they refrain from doing (for example, eliminating or avoiding practices that harm stakeholders, regardless of whether such practices are legal). CSR is the inclusion of the public interest into corporate decision-making. Learning Outcomes Define corporate social responsibility (CSR) and explain how the concept has been broadened Describe the moral and economic arguments for CSR Outline the criticisms of CSR Explain the role of CSR standards and how CSR is measured Recognize the impact on corporations of their CSR performance Outline best practices for CSR Estimated length of course: 5 hours Course completion deadline: 90 days after registration

Spurring creativity in teams can be very challenging but could also be the difference between a successful team and an unsuccessful one. This course looks at spurring creativity and innovation in teams and organizations. Drawing on the latest academic thinking, it outlines the key factors for creative teams. Further, the course focuses on tools and techniques designed to yield more productive thinking in collective settings. Participants learn about a number of targeted tools, including brainstorming, Discussion 66, Provocation, and others, to generate fresh thinking in smaller group settings and in their organizations. Learning Outcomes Explain the connection between creativity and innovation Outline the five factors for creative teams Use team creative tools such as brainstorming, Discussion 66, anonymous idea generation, and visioning Explain the importance of diversity in team creativity Describe techniques for prototyping new ideas Explain how to overcome creative barriers for teams and organizations Describe ways to make teams and organizations more open to creativity and innovation Estimated length of course: 5 hours Course completion deadline: 90 days after registration

The ability to deliver an effective presentation is critical in most job functions. This introductory-level course helps learners organize, structure, and create effective presentations that feature slides as a visual aid. Because many organizations use PowerPoint as a way of communicating information, this course offers advice and guidance on the most effective and persuasive uses of PowerPoint, including best practices on word count, graphics, and structure. Learning Outcomes Recognize what makes communication effective Understand the elements in the communications process Organize your communications and presentations Understand PowerPoint graphic rules of thumb Create an effective summary slide Describe and employ the four steps of purposeful communication in your presentations Understand the forecast, present, and echo structure for presentations Recognize key visual considerations for PowerPoint slides and presentations Understand how to organize and create PowerPoint presentations Revise PowerPoint slides to make them more effective Understand the success factors for face-to-face presentations Estimated length of course: 5 hours Course completion deadline: 90 days after registration

Confidence is a key to delivering an effective speech or presentation. And delivering an effective presentation can be critical to success at work. This introductory-level course helps you develop the skills you'll need to become an outstanding and confident public speaker. It reviews the seven stages of public speaking including defining the audience and crafting your central message, all the way to writing, practicing, and delivering your presentation or speech. This course is an essential part of honing the skill of presenting and setting the stage for the boost of confidence to help you succeed. Learning Outcomes Describe the seven stages of giving a speech or presentation Discuss the elements of establishing your purpose for speaking (Stage One) Recognize the need to consider your audience (Stage Two) Describe how to develop your central message (Stage Three) Explain how to employ evidence in supporting your main points (Stage Four) Discuss how to craft your speech (Stage Five) Explain how to rehearse for your speech (Stage Six) Describe techniques for delivering your speech (Stage Seven) Recognize best practices for employing slides in your presentation Describe key techniques for dealing with speech anxiety Discuss how to handle difficult questions Describe effective responses when things go wrong Estimated length of course: 6 hours Course completion deadline: 90 days after registration

Emotional intelligence (EI) is our ability to identify and control our emotions to achieve positive outcomes in our relationships. Managers with high EI are better equipped to deal with subordinates, colleagues, and company executives, and they can do a better job of handling and resolving conflicts. This one-module course reviews the underlying concepts of emotional intelligence and explores how managers can improve and make use of their emotional intelligence. Learning Objectives After completing this course, you will be able to: Discuss the role of emotional intelligence for managers Explain why improving emotional intelligence can have a positive impact on managerial performance Recognize the importance of emotional intelligence in successful management Discuss the nine key EI factors Apply EI factors to business management scenarios Estimated length of course: 3 hours Course completion deadline: 90 days after registration

This course is designed for the learner who already has a solid understanding of Excel's basic tools and functions. The course teaches learners some of the more advanced skills and features available in Excel, which may be useful in data analysis. These skills include style templates, conditional formatting, data validation, data manipulation, and pivot tables. Learning Outcomes Employ built-in cell style templates, or produce a custom one, to streamline the data entry process Create a drop-down list to restrict data entry values Utilize the Conditional formatting feature to apply formats to a cell or a range of cells based on specific criteria Organize worksheet data using the Group Function Use the Consolidation Function to combine data from several worksheets into one Differentiate between and discern when to use a relative or an absolute reference in a formula Change the orientation of an array of data using the Transpose function Use the Advanced filter Extract data from a data set based on complex criteria using the Advanced Filter tool Analyze data using Pivot Tables Calculate data across several worksheets with the same structure using a 3D reference Perform partial searches when filtering or analyzing data using wildcard characters

Fundraising is one of the central activities of a nonprofit organization and nonprofit management. To help finance operating budgets, nonprofits must raise money every year. In addition, special projects and improvements to facilities may be needed. In these situations, fundraisers will often launch large capital campaigns or apply for foundation grants. This course offers an introduction to fundraising for nonprofit organizations, with an emphasis on the fundamental issues. Describe the key concepts related to nonprofit fundraising, such as annual campaigns, capital campaigns, and planned giving Discuss how nonprofit funds can be raised through direct mail and telemarketing Explain how the Internet and social media channels may be used to generate donations Compare and contrast fundraising through corporate donations versus foundation grants Explain the different sections of a grant application Describe methods for evaluating annual campaign performance Discuss how ethics applies to nonprofit fundraising Explain the importance of donor relations Estimated Length of Course: 5 Hours Course completion deadline: 30 days after registration

Innovation can make or break an organization in terms of its ability to win and keep customers. This course looks at innovation in corporations and the public sector. It reviews the latest academic thinking on innovation, including Clay Christensen's seminal thinking on disruptive technology and the proper response to the disruption. Further, it explores some of the internal responses to the need for creativity, including idea champions, idea incubators, new venture teams and skunk works, and the process of moving from innovation to commercialization. This course also covers some of the more successful corporate innovators as a way of illustrating the principles of effective innovation in large organizations. Learning Outcomes Outline the key factors for an innovative organization Discuss the barriers to innovation Explain the differences between incremental, semi-radical, and radical innovation Describe internal innovation tools such as idea champions, idea incubators, new venture teams and skunk works Explain the process of moving from idea to commercialization Discuss the issues surrounding innovation in the public sector Estimated length of course: 5 hours Course completion deadline: 90 days after registration

Online Training 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 of course: 3 hours Course completion deadline: 30 days after registration

Writing grants is often a critical part of gaining funding for any nonprofit organization's mission. Strategic grant writing aligns the needs of a nonprofit with funding sources, whether foundations, government agencies, corporations, or individuals. This introductory-level course offers a guide to the basics of grant writing. The course explores the relationship between grant writing and an organization's strategy for fundraising. It also outlines the six stages of grant writing and highlights grant writing best practices. Learning Outcomes Discuss the importance of grant writing to nonprofits and other organizations seeking funding Describe how capital grants and endowment grants can be integrated into fundraising efforts, including matching funds Explain how grant writing and fundraising represent complimentary methods of ensuring a nonprofit's financial stability Outline the six stages of the grant writing process Discuss the process of identifying and establishing a need for funding (Stage One) Describe how to research grantmakers and available grants (Stage Two) Explain the process of establishing relationships with potential funders (Stage Three) Discuss the importance of alignment between a nonprofit and a funder's mission (Stage Four) Outline the grant writing process (Stage Five) Explore tools and techniques employed in writing the grant proposal Explain how a nonprofit should follow-up after winning or losing a grant award (Stage Six) Outline best practices for grant writing Apply your understanding of the grant writing process to case studies covering the six stages Key Features Estimated length of course: 5 hours Course completion deadline: 30 days after registration

There are many differences between nonprofit organizations and for-profit organizations. Before delving into the details of nonprofit management, this course serves as a critical introduction to the fundamentals of nonprofit organizations. You will gain an understanding of the nonprofit sector and the issues that leaders face in this exciting and growing field. You will also be exposed to the major areas of responsibility for nonprofit leaders, including strategy, managing employees and volunteers, fundraising, grant writing, board governance, marketing, innovation, and social media. Learning Outcomes Discuss the purpose and structure of the nonprofit sector Describe the governance of nonprofits, including the types of boards and the relationship between boards and executive directors Explain how nonprofits establish their vision and strategic direction Describe the nonprofit leadership role and what it entails Discuss servant leadership Outline key ethical issues faced by nonprofits Discuss how nonprofits managers handle staff and volunteers Outline the key financial issues facing nonprofits Describe the key legal issues facing nonprofits Discuss the importance of marketing and communication for a nonprofit Explain the basics of nonprofit fundraising Outline the grant writing process Discuss the growing importance of social media for nonprofits Define and explain social entrepreneurship and social innovation Outline methods for assessing nonprofit performance Discuss trends impacting nonprofits now and in the future Estimated length of course: 5 hours Course completion deadline: 30 days after registration

The success of any nonprofit organization can rely on the quality of its leadership. You know a good leader when you see one, but how can you become one? This course begins by examining leadership theories as well as key qualities and ethics within leadership. After establishing this foundation, the course focuses on leadership in the nonprofit sector, including the leadership shortage and possible solutions. Learning Outcomes • Define leadership and explain its importance • Distinguish between some of the better-known leadership theories (Fieldler's contingency theory, Path-goal theory, Vroom-Yetton-Jago theory) • Distinguish leadership from management and administration • Explain the role of ethics in leadership • Identify the benefits and drawbacks surrounding charismatic leadership • Recognize the importance of training, learning, and role-playing in leadership • Describe the leadership shortage in the nonprofit sector and discuss possible solutions to the problem • Discuss the seven bases for leadership • Explain why formal authority alone does not guarantee leadership • Explain leadership issues that are especially important in the nonprofit environment • Discuss the nine key qualities for leadership • Describe the leadership qualities that nonprofit leaders feel are important for success • Identify the five central skills needed for effective leadership and explain ways to strengthen or develop those skills in a leader Estimated length of course: 3 hours Course completion deadline: 30 days after registration

Leading a team through any task or project requires special skills, and an understanding of the team dynamic and politics. This introductory-level course for managers or anyone interested in leading teams, addresses the key issues surrounding leadership in a team environment. Why is leadership important to team success? What is required of a team leader to lead his team effectively? This course considers how team leaders must account for the special and unique circumstances of working in a team, where responsibility, accountability, communication, and leadership are shared. This course is based on D. Quinn Mills' book, Leadership: How to Lead, How to Live, a text used at Harvard Business School. Excerpts of the book are made available via PDF download and no additional purchase is required. Learning Outcomes List and identify the key characteristics and types of teams Recognize the benefits and challenges of empowered teams that leaders need to be aware of Identify differences in the primary and secondary roles filled by empowered teams and team leaders Recognize the key sources of motivation for empowered teams Explain Tuckman's model of team development Recognize the key qualities and skills of a team leader State the value of using the "checklist for team leaders" Recognize and apply suggested approaches for managing conflict in teams Discuss the different approaches needed for leading virtual teams Estimated length of course: 5 hours Course completion deadline: 90 days after registration

Volunteers are the lifeblood of most nonprofit organizations. And board members are a special type of volunteer, helping to guide the direction of a nonprofit, promote the organization in the community, and ensure that the nonprofit's mission is fulfilled. Learning how best to manage the board and other volunteers is a critical part of nonprofit management. This course covers the fundamentals of board and volunteer development as well as recruiting, effective communication, and retention. Learning Outcomes Explain the reasons why people volunteer and how nonprofits can make volunteer programs more successful Describe the responsibilities of the nonprofit board Discuss different models for organizing a nonprofit board Describe the differences between a nonprofit board and a for-profit board Explain different approaches for recruiting and filling a nonprofit board Discuss the pros and cons of large versus small boards Describe why board evaluations are useful Explain why nonprofit boards form committees Discuss typical nonprofit board and staff interactions Describe how nonprofits can develop and maintain a strong volunteer base Estimated length of course: 5 hours Course completion deadline: 30 days after registration

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.

Exciting news for 2020! 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

As technology continues to change the way that we engage in business communications, the art of presenting has also undergone a shift. No longer can presenters rely solely on their spoken words to deliver their messages. Now, audiences expect to see multimedia slideshows that both inform and entertain. This course will consider how to plan and design effective slideshow presentations using Microsoft's PowerPoint software. It includes practical tips and examples for mapping the presentation, incorporating research, using templates, selecting visual elements, and delivering the presentation. Learning Objectives Define effective communication Describe the qualities of a well-designed slideshow presentation Identify common problems when using PowerPoint to design slideshows Differentiate between effective and ineffective PowerPoint slides Discuss the importance of having a clear purpose or goal for your presentation Explain the four components of goal-oriented communication Consider the importance of understanding your audience Conduct audience analysis Map your presentation using the "Forecast, Present, Echo" structure Incorporate research into your presentation Assess websites for reliability and credibility Use slideshow templates effectively Select images that are professional and well-designed Choose visually appealing colors and fonts Consider how design trends can be applied to slideshows Define the minimalist approach to design Identify the signs and symptoms of speaking anxiety Describe methods for managing speaking anxiety, including relaxation strategies Design a PowerPoint presentation that features recommended design principles

When we think of marketing, we typically think of the activities that a for-profit company engages in. However, marketing is an important function for nonprofit organizations as well. Effective marketing is how nonprofit organizations determine the needs of their clients and their donors. As in the for-profit world, nonprofit marketing includes advertising, promotion, public relations, and customer relationship management. This course examines how nonprofits use marketing to publicize their mission and to gather contributions of time and money. The course also discusses marketing planning in the nonprofit organization. Learning Outcomes • Define what marketing is within the nonprofit environment • Explain the service-intensive nature of nonprofit program activities • Explain how the marketing mix is expanded for service products (the Three Ps of Services Marketing) • Describe the importance of customer satisfaction and how expectations play a role in satisfaction with service products • Discuss the role of ethics in nonprofit marketing • Describe the importance of a nonprofit marketing plan • Describe how target markets can be identified for donors • Explain how new service products are developed by nonprofits Estimated length of course: 3 hours Course completion deadline: 30 days after registration

The vast majority of project work in today's organizations is done in a team setting. In this environment, project management team leaders have a tremendous responsibility and opportunity to develop and exhibit leadership skills. This course first discusses the roles and responsibilities of the project management team leader, in particular, their responsibility with regard to project stakeholders. Next, the course discusses how project management team leaders can build a positive team environment through effective communication, team building activities, and reflective listening. Lastly, the course covers problem-solving within the team. Project management team leaders must be effective in identifying and resolving team problems in order for the project to succeed. To do this, team leaders must have an understanding of the team dynamic for decision-making and must be able to manage conflict among personality differences and barriers. Learning Outcomes Define a team and identify six common types of teams Explain Bruce Tuckman's model of group development Describe how the project life cycle is relevant to team issues List the three sources of power for project management team leaders Describe ways to manage stakeholder expectations Explain different types of team building activities Define reflective listening Identify the challenges of virtual teams and how they relate to the project management team leader's roles Compare and contrast voting and consensus as methods for decision-making More effectively identify and resolve team problems Explain the different characteristics of effective and open team communication Identify the best practices for using e-mail and telephone among team members Identify several common team problems and apply methods for resolving these issues Estimated length of course: 18 hours Course completion deadline: 180 days after registration

Effective use of social media as a marketing tool is often essential for nonprofits to get attention in this digital world. This course introduces learners to the use of social media in communicating, marketing, public relations, and fundraising for nonprofits. It explores the major social media platforms (Facebook, LinkedIn, Twitter, YouTube, Pinterest) as vehicles for nonprofits to reach their members, volunteers, and donors. Learning Outcomes • Define what marketing is within the nonprofit environment • Explain the service-intensive nature of nonprofit program activities • Explain how the marketing mix is expanded for service products (the Three Ps of Services Marketing) • Describe the importance of customer satisfaction and how expectations play a role in satisfaction with service products • Discuss the role of ethics in nonprofit marketing • Describe the importance of a nonprofit marketing plan • Describe how target markets can be identified for donors • Explain how new service products are developed by nonprofits Estimated length of course: 3 hours Course completion deadline: 30 days after registration

This course is a how-to guide for anyone who's got a great idea about how to give back to the community—but doesn't know how to turn that idea into a reality. The course begins by considering a fundamental question: Is starting a nonprofit the best way to achieve your philanthropic goals? For those who answer "Yes," the course then discusses the key steps in getting a nonprofit off the ground, including incorporating your organization; applying for tax-exempt status; drafting a business plan; choosing a board of directors and writing bylaws for the organization; recruiting employees and managing volunteers; and addressing the crucial issue of fundraising. Rich with videos and interactive content, this course provides a detailed and highly practical introduction to the fast-growing world of nonprofits. Learning Outcomes After completing this course, you will be able to: • Articulate the advantages and disadvantages of starting a nonprofit organization • List and describe the alternatives to a nonprofit structure • Distinguish between a nonprofit organization's mission statement and its vision statement • Explain the importance of a nonprofit's business plan, and list the elements that it should include • Describe the different types of boards that a nonprofit may have, and the different strategies for recruiting new board members • Explain the advantages and disadvantages of incorporation for nonprofits • List the key steps in the incorporation process • Explain the importance of an organization's formation documents and its organizational meeting • List the steps involved in applying for 501 (c) (3) status • Detail the actions needed to maintain compliance with federal, state, and local regulations • Explain the process of program planning and development • Explain the importance of organizational strategy, and describe the three major approaches to strategic planning • List the types of records that a nonprofit is required to keep, and discuss the particular importance of IRS Form 990 • Describe how compensation packages for employees of a nonprofit differ from those of employees of a for-profit corporation • List the types of insurance that a nonprofit organization should have • Describe the different types of fundraising efforts that a nonprofit may undertake, and explain how these can differ depending on the size of the organization Estimated length of course: 4 hours Course completion deadline: 30 days after registration

We hear a lot about successful for-profit companies and the successful strategies they have developed. Even though nonprofit organizations are not concerned with profit maximization, they too can benefit from following a strategy. A nonprofit's strategy constitutes its decisions about what it will do and how it will do it. Nonprofit managers are critical to successfully implementing strategy since they are responsible for carrying out the actions that will support it. By understanding a nonprofit's strategy and how it helps the organization fulfill its mission, a manager can do a better job implementing the strategy. Learning Outcomes • Define strategy • Explain the basics of strategy in a nonprofit context • Describe the strategic planning process and how different approaches may be taken by different organizations • Discuss how mission statements are constructed • Explain how budgets and capital budgets interrelate with nonprofit strategic planning • Describe the success factors for strategic planning • Recognize the need for contingency planning Estimated length of course: 5 hours Course completion deadline: 30 days after registration

Drawing on material from Harvard Business School professor D. Quinn Mills' book, Principles of Human Resource Management, this introductory-level course covers the challenges and issues that organizations face in developing and retaining their employees. Learning Outcomes Understand and effectively communicate the value of a career development program Describe the five stages in the career life cycle (Beginning, Developing, Mid-Career, Mastery and Maintenance, Retirement), and the needs an employee has at each stage of the cycle Explain why career management has become important to employers and employees Outline the tools for career development (training, education, job rotation, transfers, overseas assignments, mentoring, networking, volunteer work, formal career planning) Understand the issues HR departments face with career management Estimated length of course: 5 hours Course completion deadline: 90 days after registration