INPEx Consulting Services Overview


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  • JS 8-27-08: Changed Mal’s email to to match biz card, added website URL KB 8-11-08: finished edits from proofreader WS/JS 8-5-08: Added contact info on slide 1 (on website w/o URL) and headline revs on slides 2 & 4 to reflect new positioning stmt. JS 8-1-08: Format standardizing on slides 3, 5-9 (underlined, bold subheads) HM 7-31-08: The proofer’s (minor) grammar/punctuation edits were made to each slide. WS ~7-28: Deleted 2 slides listing CEO Forum attendees. WS 6-23-08: Added pictures to slides 5-7.
  • INPEx Consulting Services Overview

    1. 1. Serving the Nonprofit Community for Over Twenty-Five Years @ Contact Mal Schwartz, CEO INPEx @ MBS Associates 2125 Albany Post Road, Montrose, NY 10548 P: 914-737-1954 x103 F: 914-737-8944 [email_address]
    2. 2. A Long History of Leveraging For-Profit Tools and Methods to Improve Nonprofit Performance <ul><li>MBSA Heritage </li></ul><ul><ul><li>Grass Roots Cause Marketing Pioneer </li></ul></ul><ul><ul><li>Corporate Partnerships for the Nonprofit and Corporate ROI “win-win” </li></ul></ul><ul><ul><li>Cause Promotion Equity and Brand Development </li></ul></ul><ul><ul><li>Strategic Planning </li></ul></ul><ul><li>INPEx Heritage </li></ul><ul><ul><li>Twenty years of consulting to nonprofits to enhance their fundability – in the eyes of the funders </li></ul></ul><ul><ul><li>Strategic Planning </li></ul></ul><ul><ul><li>Board Development </li></ul></ul><ul><ul><li>Resource Development </li></ul></ul>
    3. 3. With the INPEx Team, You Get… <ul><li>Our People </li></ul><ul><ul><li>The strategic council and facilitation skills of an experienced team of consultants who are dedicated to advancing nonprofit missions </li></ul></ul><ul><li>Our Experience – we leverage the wisdom and experience of the nonprofit leaders that we have served </li></ul><ul><ul><li>Institute seminars have trained 5,500 nonprofits </li></ul></ul><ul><ul><li>One-to-one consulting for over 400 nonprofits </li></ul></ul><ul><ul><li>NY Metro Nonprofit CEO Forums </li></ul></ul><ul><ul><li>A complete kit of analytical tools – built to solve your real problems over the years </li></ul></ul>
    4. 4. INPEx: For-Profit Tools Form the Building Blocks of Nonprofit Health Plan4.Success See Your Vision Clearly Strategic Planning Be Relevant & Appealing Brand Development Greater Capacity Resource Development Good Governance Board Development
    5. 5. The INPEx Team - Strategic Planning <ul><li>Strategic Planning : See your vision clearly </li></ul><ul><ul><li>Unique method developed with nonprofits </li></ul></ul><ul><ul><li>Sets measured goals tied to your Vision </li></ul></ul><ul><ul><li>Ensures you stay “On Mission” </li></ul></ul><ul><ul><li>Easy-to-monitor monthly Goal Status </li></ul></ul><ul><ul><li>Creates integrated Action Plans </li></ul></ul><ul><ul><li>Ongoing Plan stewardship </li></ul></ul><ul><ul><li>CEO coaching </li></ul></ul><ul><ul><li>Implementation imprinted into the Plan </li></ul></ul>
    6. 6. The INPEx Team - Branding <ul><li>Brand Development : To be relevant and appealing </li></ul><ul><ul><li>Rigorous Discovery Process – which leads to… </li></ul></ul><ul><ul><li>Creative Development – which provides content for… </li></ul></ul><ul><ul><li>Actionable Communications Platform </li></ul></ul>
    7. 7. The INPEx Team - Resource Development <ul><li>Resource Development : Build your capacity to serve </li></ul><ul><ul><ul><li>Fundraising and development planning </li></ul></ul></ul><ul><ul><ul><li>Effective annual appeal campaigns </li></ul></ul></ul><ul><ul><ul><li>Build the donor base </li></ul></ul></ul><ul><ul><ul><li>Development department analysis </li></ul></ul></ul><ul><ul><ul><li>Create corporate partnerships </li></ul></ul></ul>
    8. 8. The INPEx Team - A Focus on Board Development <ul><li>Board Development : For good governance - </li></ul><ul><li>INPEx helps you take action to </li></ul>Imprint Board Member Roles and Responsibilities Train Board on Making the Ask Align CEO and Board Chair Perspectives Do Meaningful Annual CEO Performance Evaluation Develop Board Policies (Sarbanes/Oxley) Link Board Recruiting to Organizational Needs Introduce Succession Planning (Board and CEO) Ensure Board Understands Its Legal Responsibilities Align Board Structure With Strategic Plan Perform Comprehensive Board Performance Analysis Yearly Educate Board Members on Their Fundraising Role Hold Annual Board Retreats Train the Board in Governance and Development Strengthen Committees, Train Chairs
    9. 9. With the INPEx Team, You Get…Results <ul><li>INPEx Institutes : Measured one year after the seminar, the average organization enjoys </li></ul><ul><ul><li>+ 22% individual donor funding increase </li></ul></ul><ul><ul><li>+ 22% clients served </li></ul></ul><ul><ul><li>+ 310% foundation grants </li></ul></ul><ul><li>The ASPCA : Three years after our strategic plan began </li></ul><ul><ul><li>+ 94% individual donor support </li></ul></ul><ul><ul><li>+ 125% Internet fundraising </li></ul></ul><ul><ul><li>+ 104% total revenues </li></ul></ul>