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4 Steps of Strategic Planning

From the wise words in the childhood book and movie of Alice in Wonderland, we learned that if we don’t know where we are going, any road could take us there.  However, it may not be the most effective or efficient path and the outcome could be different than we hoped.  Developing a strategic plan provides that road map for all organizations – nonprofits, businesses, schools and government agencies – to have clear focus of our goals and strategies to accomplish those goals.  We have the privilege of working with a few organizations every year to help them create their “road map” or strategic plan for the next 3-5 years.  In the course of completing these strategic plans, we have developed

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Five Steps for Nonprofits to Decide to Merge or Not to Merge

In March, we released a blog about why organizations in the nonprofit sector might want to consider a merger and discussed the different types of restructure options.  Once a nonprofit decides to move forward in considering a merger, how do you reach consensus on this decision and if a merger is the best fit? Deciding to merge can be emotional and sometimes political for everyone involved. Therefore, nonprofits often hire a third-party entity to facilitate the decision-making process from an impartial standpoint.   Transform Consulting Group has helped nonprofits navigate the process of a merger or acquisition.  Last year, we helped Mental Health America of Greater Indianapolis (MHA Indy) decide on whether or not to merge or restructure their organization

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Working Remotely & How to Make it a Reality

What’s your dream job? Does it entail having a flexible schedule and ability to work WHEREVER? That dream is not uncommon which is nudging more and more organizations towards allowing employees to work remotely.   Recent statistics show 50% of the United States workforce holds a job that is compatible with at least partial telework and approximately 20-25% of the workforce teleworks at some frequency. However, 80% to 90% of the workforce says they would like to telework at least part time. At Transform Consulting Group, our team gets the best of both worlds. Staff can work remotely or at the office. Since a lot of our work is meeting on-site with clients, we already found ourselves working outside the

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Why More Funders Should Collaborate

“Partner” and “collaborate” are the buzzwords in the non-profit sector.  The idea of partnership is not limited to the individual organizations administering programming and services, but also applies to the funders awarding grants and funding. After years of funders encouraging grantees to partner, they are taking their own advice and working collaboratively. Funding in the non-profit world can be siloed, with organizations often competing for limited funding for similar programs or services. At the same time many funders focus on similar issues and have a common desire to make a difference.  An after-school youth tutoring program can easily apply to a dozen funders seeking resources for their program, because all of those funders have some interest in youth development and

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Using Behavioral Economics to Increase Enrollment in Your Program

Nonprofit organizations offer wonderful programs and services to help individuals with a variety of needs often at no or low cost.  It might be surprising to learn that some nonprofits struggle filling the spots for these services.  For example, a scholarship program is unable to distribute all of their funding due to a lack of applicants; a library summer reading program has free books to give away but not enough people show up; a community launches a “promise” program to promote college savings accounts with financial matches but parents don’t enroll. An emerging concept in the social science arena is growing that combines the research of economics and behavior science called “behavioral economics”.  Through a meeting at the Wabash County

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Tools Your Board of Directors Need to be Effective

Every nonprofit organization and school has a Board of Directors that is meant to help govern the organization. There are many companies, books, and webinars that solely focus on supporting Board of Directors. Over the years, we have found and developed some key tools that are easy to apply to help organization and their Boards govern more effectively. While some of these Board tools might seem standard, we still find that these are missing and/or have not been well developed. We could write a blog post about each of these tools (and maybe we will!). This is a quick overview of the value and purpose of each tool to help your organization think about how you might integrate them into

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Is Your Non-profit a Cooperator or a Competitor?

With the continued growth of non-profits over the past several years (as we recently discussed in this blog article), some organizations view themselves in competition with other community organizations.  While this might not be the intention of Executive Directors or board members, often non-profits are competing for funding, clients, and even volunteers. However, a new trend is starting to emerge where non-profits are cooperating in partnership and not competing. Our office is doing a book club, and the current book that we are reading is Forces for Good: The Six Practices of High-Impact Nonprofits by Leslie Crutchfield and Heather McLeod Grant. In their research of exemplary non-profits across the nation, they identified six effective practices identified in all twelve high-performing

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How to Gain Media Attention with a Compelling Press Release

At Transform Consulting Group, we are honored to serve many clients who are working hard to make a difference in the lives of children, families and their communities. While we partner with them on behind the scenes work (see our services here), we also want to help them promote the good work that they do. A press release can be the quickest and easiest way to get FREE publicity and raise awareness about your cause or nonprofit. You should not be the best kept secret in town.  If the community is unaware of your great services and impact, then your efforts will fall short every time. We often encourage our clients to share their mission by writing a press release that can lead to

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4 Steps to Create a Dashboard

In today’s information age, organizations are overwhelmed with the amount of information that they collect, track and monitor.  Non-profit leaders must decipher through all the data to determine what is meaningful and relevant to share with staff, funders, Board of Directors and other community partners.  A dashboard is a great tool to bring all the critical elements together in a user-friendly report. Through our program evaluation and research and analysis services, we help organizations create dashboards.  Here are a four steps to create an effective dashboard: Determine the audience for the dashboard. A dashboard is customized for the audience meant to view and use the dashboard, so first an organization needs to determine the intended audience. Then an organization needs

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Why Your Organization Might Consider a Merger

In the for-profit sector, mergers and acquisitions are common.  However, in the non-profit sector, mergers and acquisitions are hardly discussed, often have a negative connotation and seen as a “last option” when non-profits are in distress.  Relatively few non-profits are using mergers and acquisitions in a strategic way to strengthen their effectiveness, spread best practices, expand reach, and be cost-effective.  Based on the increasing number of non-profits, more public sector organizations should consider a merger or organizational realignment. According to recent data from the National Center on Charitable Statistics (NCCS), nearly 1.6 million non-profit organizations were registered with the Internal Revenue Service (IRS).  This number continues to grow annually with an estimation of 30,000 new non-profit organizations being created each year

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