The Nonprofit Consulting Playbook


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Join Linda Lysakowski and Susan Schaefer for a discussion on optimizing your own fundraising consulting practice.

This session is designed for consultants to the nonprofit sector who want to garner more clients and those who are thinking about consulting. You will learn how to work with clients and how to use human, financial and other resources as efficiently as possible. In particular, we will focus on the many options available to grow, reinvent or reinvigorate your business given your changing needs and interests.

Explore down-to-earth, practical experience from two consultants, with a combined 30+ years of experience.

The goal of the session will be to stress the many ways in which a nonprofit consulting practice can be successful.

Participants will hear about several ways to achieve each of these goals:

* Building a robust client base

* The many ways to address staffing structures

* Options for starting, growing, or reinventing your business

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The Nonprofit Consulting Playbook

  1. 1. 1 The  Nonprofit     Consulting  Playbook   ! 3/13,  2014     1pm  EST
  2. 2. Your  Presenters 3
  3. 3. POLL How long have you been consulting? More than one year Six months to one year Less than six months Just thinking about it
  4. 4. WHY CONSULTING? Better hours? More pay? Freedom to set your own schedule? Ability to work at home? Variety of work?
  5. 5. ARE YOU CUT OUT TO BE A CONSULTANT? EMPLOYMENT LIFE Teamwork Stable paychecks Multi-tasking Focus on one mission Schedule predictability Firm schedule CONSULTING LIFE Independence Income instability Wide-ranging multi-tasking Multiple clients Long, often strange hours Flexibility
  6. 6. WHAT KIND OF CONSULTANT WILL YOU BE? Single focused: writing, grants management, foundation relations? Full service: grants broadly, fundraising generally? Ultimate business model: sole proprietor, small business, large firm? Single focus clients: human service, the arts, education? Client size: large, medium, smaller organizations? Client geography: local, national, international?
  7. 7. WHERE DO YOU WANT TO WORK? HOME OFFICE Ever-present workplace Casual dress Budget-friendly No commute time ! Another option: the virtual office “REAL” OFFICE Prestige Meeting space for clients Few distractions
  8. 8. HOW DO YOU WANT TO STRUCTURE YOUR COMPANY? Sole proprietorship Partnership LLC Corporation (C or S)
  9. 9. LEGAL ISSUES YOU NEED TO KNOW State registration IRS regulations about contractor versus employee Tax laws Liability issues
  10. 10. MARKETING YOUR BUSINESS Your website Collateral materials Social media Professional organizations Networking Advertising Speaking Writing
  11. 11. Personal expenses Health care Retirement Savings Start-up costs Travel Experience Competition Hourly Daily Project-based Retainer SETTING FEES
  12. 12. SURVIVING AND THRIVING Being flexible Mentors and coaches Adding/eliminating/changing services Taking on or becoming an associate
  13. 13. Questions?
  14. 14. THANK YOU! For more information, see The Nonprofit Consulting Playbook: Winning Strategies from 25 Leaders in the Field ! Consultant to Consultant: Hourly, customized, one-on-one coaching for aspiring, new, and veteran consultants. ! Email us to learn more:
  15. 15. Next  Webinar:   ! Best  Foot  Forward:
 Avoiding  Common  Capital  Campaign  Mistakes   ! 4/24  1pm  EST   ! Brent  A  Hafele,  M.A.   !