Tom Iselin 

Nonprofit Strategist, Writer, Speaker 

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© Tom Iselin - All Rights Reserved - 2018

STRATEGIC PLANNING

"Outstanding! Strategic planning with Tom was so educational and helpful, I'm going to hire him to conduct a planning session for my software company. He's a master."

– Larry Shaefer

"Tom's hands-on style of strategic planning is like a GPS for getting to best-practices with the shortest route. Previous planning meetings were all talk and no show, but Tom sends us home with work already in process!"

– Gloria Shell Mitchell

Strategic Planning: Crafting a High-Impact Future

 

OVERVIEW

This is NOT your typical, dry planning session. The day isn't wasted by spending time assessing your "strengths, weakness, opportunities, and threats." That is work is done long before the workshop begins through a comprehensive and confidential organziational assessment.

 

There are dozens of small group exercises, leadership and team building exercises, and time for a few laughs to keep the day productive, interactive, and lighthearted.  

 

Tom uses a set of proprietary strategy principles to help your team take stock of where you are, where you should be going, why you should be going there, what key strategies and tactics will get you there. He also share a propriety dashboard / accountability system that helps you keep your strategic plan front and center so it doesn't collect dust in a file cabinet. 

 

The result? Your team will leave with a mindset for operating and sustaining a gold standard nonprofit bases on a set of practical strategies to your improve your efficiency, effectiveness, impact, accountability – all with the intention of propelling your mission to actualize your vision.

 

LENGTH

  • This can vary from one day to several weeks depending on the type of process you choose

 

STYLE

  • Planning sessions are high-energy, engaging, and highly practical

  • Most sessions include hours of interactive, small group work to foster thoughtful peer-to-peer discussion and team unity

  • For fun, there are a number of icebreaker / teambuilding exercises

 

FEES

  • Fees are scaled based on budget size. Call for details

 

BOOKS AND ASSESSMENTS

  • Copies of Tom's latest books First Things First and Cloudburst are available to board and staff

  • Comprehensive organizational and fundraising assessments to determine the efficiency of your operations and fundraising

  • In-person interviews with board, staff, and stakeholders (if necessary)

 

HIGHLIGHTS AND OUTCOMES

  • A practical plan based on capacity and resources

  • Specific actions required to "fulfill" your mission, not just talk about it

  • Conduct an assessment of your competitive landscape

  • Comprehensive organizational assessment ("situation analysis")

  • Proprietary "dashboard" to manage KPIs and action items

  • Tactics for closing competency and capacity gaps

  • Refined mission and vision statements

  • Tactics for ensuring you bring and retain high quality human capital (board, staff, volunteers

  • Tactics for leveraging strengths and marketplace advantages

  • Completion of a detailed "engagement form" to more deeply involve board and staff members in the work required to implement the plan

  • A detailed implementation process

  • An accountability system to manage the implementation process

  • An evaluation system to measure success

  • And much more! Call to learn the details

 

CAPACITY 

BUILDING

"The experience with Tom was transformative! His energy, care, wisdom, and experience are pivotal to the high degree of training we learned. It has been an immensely exciting process."

 – Anonymous

 

“Invaluable! We actually learned how to build capacity and implement it. It was the most productive week since we received our 501c3 status. We now have the knowhow for continued improvement—eating the elephant bite by bite.”

 – Kerry Liton

 

 

Capacity Building: Building Depth and Efficiency

 

OVERVIEW

Capacity building is highly specific. Every nonprofit has different capacity building needs. For some, it may be fundraising and board development. For others, it may be technology, volunteer engagement, and strategic planning. Whatever the focus, the objective remains the same: increase efficiency, effectiveness, and competency so you can do whatever you're doing, better. 

 

This projects starts with your objectives, not mine. If you already know what areas of capacity you'd like to increase, I can work with you to improve the depth, impact, and efficiencies in those areas.

 

Or, I can conduct a detailed assessment of your nonprofit to determine what areas and functions of your nonprofit would improve with increased capacity and competency, and then provide a proposal to your leadership team of how I would work with the board, staff, and stakeholders to implement the recommendations.

 

LENGTH

Varies. It could be a day, week, or multi-month. It's best we have call to discuss options

 

 

STYLE

  • Planning sessions are high-energy, engaging, and highly practical

  • Most sessions include hours of interactive, small group work to foster thoughtful peer-to-peer discussion and team unity

  • For fun, there are a number of icebreaker / teambuilding exercises

 

FEES

  • Fees are scaled based on budget size and length of project. Call for details

 

BOOKS AND ASSESSMENTS

  • Copies of Tom's latest books First Things First and Cloudburst are available to board and staff

  • Comprehensive organizational and fundraising assessments to determine the efficiency of your operations and fundraising

  • In-person interviews with board, staff, and stakeholders (if necessary)

 

CHOOSE FROM A VARIETY OF CAPACITY BUILDING ACTIVITIES:

  • Strategic planning

  • Fundraising (planning, training)

  • Fundraising assessment

  • Board development (leadership training)

  • Staff development (leadership training)

  • Building a volunteer program

  • Technological innovation (hardware, software, systems, social media)

  • Culture development

  • Marketing and branding

  • Hiring and retaining high quality people (board, staff, volunteers)

  • And much more. Call for details

 

Tom Iselin 

Nonprofit Strategist, Writer, Speaker