OneOC’s Organizational Services help nonprofits become more strategic and reflective while guiding them successfully through organizational issues. We offer a variety of Organizational Services packages, including:

Organizational Assessment

The Impact Capacity Assessment Tool (iCAT) is an assessment and planning tool that helps your nonprofit better understand its organizational capacity based on direct input from those who know you best -- your team and key stakeholders. Through an online survey, the iCAT collects anonymous input from your invited stakeholders on six, research-based organizational capacities. The iCAT automatically converts the anonymous input into an online report summarizing your organizational strengths and weaknesses and recommendations for improvement.

By participating in the iCAT and its research-based questions, you will reflect and learn how your organization can better deliver on its mission. OneOC will guide you through administering the iCAT, interpreting the results and planning for improvement.

 

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Phase 1: Capacity Assessment
  • iCAT assessment tool
  • Administration of iCAT.
  • Review of iCAT assessment.
  • Review of iCAT with organization.
Phase 2: Strategic Planning Session
  • 3-4 hour strategic planning session with key leaders in the organization to determine selection of capacities to address in Phase 3.
Phase 3: Capacity Development
  • Dependent upon results of iCAT assessment; Monthly planning meetings; Ongoing follow-up and coaching ONLY. See additional packages if specifc deliverables are requested.
  • Monthly Retainer: 2 Sub-Capacities.
  • Monthly Retainer: 3-4 Sub-Capacities.
  • Monthly Retainer: 5-6 Sub-Capacities.

 

Program Management

Nonprofit sustainability lies at the intersection of exceptional impact and financial viability. The Sustainability Mindset model offers nonprofit professionals and board members a step-by-step guide to move your organization towards this intersection. The Program Impact Profitability matrix map is an accessible framework that combines financial and programmatic goals into an integrated strategy. In this next-step resource, OneOC will help detail a rigorous process to develop a meaningful matrix map and engage leadership in setting your organization’s strategy.

 

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Program Impact and Profitability

Package includes:

  • Education Meeting - facilitated session with key internal stakeholders to review the program model, process and assessment tool.
  • Analysis and written assessment of findings.
  • Initial Assessment - Facilitate meeting with key internal stakeholders on initial findings. Provide feedback to leadership on findings, focus areas and potential barriers.
  • Assessment Review with Board Members (Optional) - Attend Board of Directors meeting to provide support as needed to the presentation.
Board Excellence

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Board Retreats
Board Retreat - 1/2 Day
  • 1 hour consultation call with OneOC Expert to gather information surrounding purpose, goals and objectives, and current agency culture and staff dynamics to appropriately deliver training topic.  
  • 30-min follow-up session to ensure agenda and training request is meeting organization’s expectations.
  • 3-4 hour training event, offsite.
  • Summary report of day's session.
  • 30 min follow-up call, after team building event/retreat, to provide feedback.

 

Board Retreat - Full Day
  • 1 hour consultation call with OneOC Expert to gather information surrounding purpose, goals and objectives, and current agency culture and staff dynamics to appropriately deliver training topic.  
  • 1-hour follow-up session to ensure agenda and training request is meeting organization’s expectations.
  • 6-8 hour training event (2-day sessions also available), offsite.
  • Summary report of day's session.
  • 1 hour follow-up call, after team building event/retreat, to provide feedback.

 

 

Board Development
Board Visioning
  • Board visioning session - who are we? what should our board look like in the future? 
  • Create board matrix of current board and where the board would like to be.
Board Recruitment
  • Define gaps and determine criteria for future board member recruitment.
  • Define the recruitment process to attract new board members that met the criteria.
Board Engagement
  • Enlist all current board members in the process via training, team-building session, or mini board retreat.
  • Create checklist for follow up and accountability.
Board Committees and Task Forces
  • Identify, define and set-up committee structures to pipeline to the board and as a way to achieve some of board's goals around objectives identified in board visioning/strategic planning session, i.e. Fundraising.
  • Attend monthly board and task force meetings deemed appropriate to ensure purpose and goals are being met.

 

Board Governance

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Roles and Responsibilities

Package includes:

  • 1 hour consultation call with OneOC Expert to gather information surrounding purpose, goals and objectives.
  • Identify current structure and create board matrix of current board.
  • 2 hour Training Session - Role of the Board. Customized based on goals and objectives.
  • Create board matrix of where board would like to be.
  • Monthly 1-hour check in's with ED and/or Board Chair to discuss/coach on progress (6 months).

 

 

Succession Planning

Package includes:

  • Visioning session with Succession Planning Committee to determine goals and objectives for the year.
  • Develop a "Chart of Work" for 12 month period.
  • Facilitate quarterly succession planning committee meetings to support and guide committee on completion of Chart of Work.
  • Deliver Board training workshop to review and determine the roles and responsibilties of future Executive Director, per Succession Plan Committee.
  • Strategize and Implement "Board Mentoring" program.

 

Strategic Planning

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Strategic Planning Facilitation

Package includes:

  • 1 hour consultation call with OneOC Expert to gather information surrounding purpose, goals and objectives, and current agency culture and board dynamics.
  • Follow-up meeting to ensure agenda and strategic planning goals and objectives are met.
  • 8 hour planning session, offsite.
  • Summary report of day's session.
  • 2 hour debriefing session to deliver session's outcomes and decide on next steps.
  • 6 month follow up call to check- in on progress.
Strategic Planning - 3 to 6 Month Process

Package includes:

  • Organize and coach Strategic Planning committee through process.
  • Organize and facilitate monthly planning sessions.
  • Ongoing facilitation and planning notes.
  • Provide ongoing updates of Strategic Plan.
Strategic Plan Document

Package includes:

  • Formal Strategic Plan Write-Up.
Accountability Coaching

Package includes:

  • Attend monthly committee meetings for follow up and accountability.
  • Provide checklists and update reports.
  • 1 hour monthly check-in calls with ED and/or Board Chair for follow-up and support.
Volunteer Management

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Understanding Volunteers

Package includes:

  • Discovery Session to define objectives for purpose of volunteer program and gain understanding of the organizations culture around utilizing volunteers.
  • Volunteer Engagement Assessment - To be conducted with key internal and external stakeholders to gauge current perceptions of volunteer needs, gaps and readiness issues within organization. (iCAT or SED).
  • Staff Training on "Understanding Volunteers" and how they play a role in nonprofits business model. (2-3 hour training).
Preparing and Planning for Volunteers

Package includes:

  • Visioning session with designated team members to clarify volunteer program goals and objectives.
  • Develop Project Action Plan - includes tasks and next steps, required resources, responsible parties, measurement, and time frames.
  • Determine and outline volunteer position descriptions.
  • Address and identify areas for risk management.
  • Identify resources needed to manage volunteer program.
Orienting and Training Volunteers

Package includes:

  • Develop Volunteer Orientation module for face-to-face training - Powerpoint deck, facilitator guide.
  • Assess volunteer training needs based on position descriptions.
  • Design Volunteer Training module, face-to-face format, with Powerpoint deck and facilitator guide.
Supervising Volunteers

Package includes:

  • Provide 1 Day Supervisor training to all staff that will be working with volunteers. Objectives: Understanding volunteers motivations, steps and strategies for supervising.
Evaluating Volunteer Program

Package includes:

  • Visioning session with volunteer coordinator/manager to define purpose; align plan with organization; and identify resources, stakeholders, and audience. 
  • Determine evaluation type (process, goals, outcomes) and information needed (quantitative and/or qualitative).
  • Identify method and create design instrument.
  • Conduct evaluation.
  • Collect, analyze and interpret data.
  • Provide Summary Report Sample.
Public Relations

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Preparing Your PR Plan

Package includes:

  • Approximate 2 hour input session with Board members, marketing department and leadership team to determine PR needs and expectations.
  • Review of current marketing plan to see how PR services can assist in the execution.
  • Define PR objectives.
  • Develop PR strategy and pinpoint media relation outlets (i.e. newspaper, TV, radio, etc.).
  • Determine coverage measurement metrics.
PR Toolkit

Package includes:

  • Personal Media Liaison - our PR expert is constantly in the community interfacing with multiple media outlets to make sure you have the best opportunity to earn the coverage your organization needs.
  • Insider Knowledge - our PR Expert will inform you of any additional opportunities to meet your goal for greater visibility.
  • Media Tools - The PR tools needed to intrigue the media and get your story told may include press releases, media alerts, fact sheets and other documents, as well as media relations.
  • Web Content - Tools used for media outreach can be modified for use on websites, and web-specific copy can be written.
  • Collateral Pieces - our PR expert can also assist with creation of collateral materials, including copywriting and design supervision.
  • Special Event Planning - our PR expert can assist with all aspects of special events.
  • Speech Writing - our PR expert can provide copywriting services for speeches and presentations.
Marketing

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Marketing Videos

Package includes:

  • Purpose: online/social media, to increase SEO, brand awareness, placement in search results.  Videos can be used for sharing via social media, e-blasts, grant proposals, etc.
  • Run and gun style shoot, minimal setup, 1 camera.
  • Camera, tripod, & audio, no extra equipment.
  • Interviewees are stationary (no walking & talking).
  • All videos (in package) are shot in single location during the same time period.  Must purchase separate packages for multiple locations.
  • On premises up to 30min per video.
  • Client would fill out a multiple choice questionnaire with 3-5 questions.
  • We will call the client to confirm answers given on questionnaire and lock in shoot date & time.
  • Video Content Options: Volunteer Testimonial, Client Testimonial, Donor Testimonial, Who are we? Event Invitation, Explainer, Peak Inside, Event Sizzle* (mini promo video, minimum purchase of 3 videos)