https://bloomerang.co/resources/webinars/ Do you have a team that needs your input, support and leadership AND ambitious fundraising goals you need to meet? Kishshana Palmer will show you how to hit your goals while staying connected to your team.

1. How To Be A Great
Manager &
Fundraiser Too!
The presentation will begin shortly.

2. 3
This presentation is being recorded!
The recording and slides will be emailed to you.
Please chat in any questions for our guest.
We will answer them in the formal Q&A session
at the end of the presentation.
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Before we get started »

3. 3
https://bloomerang.co/demo/video

4. 3
Our guest presenter »
Kishshana Palmar
@FundDiva
• national speaker, trainer, and
coach with a 16 year background
in fundraising, marketing, and
talent management
• adjunct professor at Baruch
College and Long Island University,
Certified Fundraising Executive
(CFRE), a BoardSource Certified
Governance Trainer (CGT) and an
AFP Master Trainer

5. BONUS
WITH
KISHSHANA PALMER
1
Rock it!
HOW TO BE A GREAT MANAGER AND
FUNDRAISER AT THE SAME TIME

6. Kishshana Palmer, CFRE
16 Years – Fundraising +
Marketing Executive
16 Years - Talent
Management
Travel Buff
Obsessed with good music
Solo Mama of a pre-teen
daughter

8. Kishshana Palmer, CFRE
FIND ME ON:
Twitter, IG and Periscope: @funddiva
Facebook.com/groups/nonprofitsuperheroes
Linkedin.com/in/kishshanapalmer
Letschat@kishshanaco.com

9. 5
MY OFFICE WAS THE CLOSET

10. WHAT WILL WE
COVER TODAY?

11. 7
HOW TO BE A GREAT MANAGER + FUNDRAISER
1. Common PitfaLLS Stopping You From managing
EffectiveLy
Objectives

12. 8
HOW TO BE A GREAT MANAGER + FUNDRAISER
1. Common PitfaLLS Stopping You From managing
EffectiveLy
2. Strategies to Manage Your Team Effectively and
Keep Your Sanity
Objectives

13. 9
HOW TO BE A GREAT MANAGER + FUNDRAISER
1. Common PitfaLLS Stopping You From managing
EffectiveLy
2. Strategies to Manage Your Team Effectively and
Keep Your Sanity
3. How to structure your time so the work gets done
Objectives

14. 10
HOW TO BE A GREAT MANAGER + FUNDRAISER
1. Common PitfaLLS Stopping You From managing
EffectiveLy
2. Strategies to Manage Your Team Effectively and
Keep Your Sanity
3. How to structure your time so the work gets done
4. How TO hIt your goALS whiLE sTaying connected
to your team
Objectives

15. 11
Poll Question

16. 12
WHAT TIME CHALLENGES DO YOU
STRUGGLE WITH THE MOST?
1. PLANNING TIME FOR MY TEAM
2.1:1 TIME WITH TEAM MEMBERS
3.STICKING TO THE PLAN I HAVE
FOR MYSELF
4.DEVELOPING MY TEAM

17. COMMON PITFALLS
STOPPING YOU FROM
MANAGING EFFECTIVELY

18. 14

19. 15
PITFALL UMBRELLAS
3
HOW TO BE A GREAT MANAGER + FUNDRAISER

21. 17
TOUCH TALENTTIME

22. STRATEGIES TO MANAGE
YOUR TEAM EFFECTIVELY
AND KEEP YOUR SANITY

23. 19
1 TIME

24. ROAD WARRIOR
Mona S.
CHIEF DEVELOPMENT OFFICER
STAFF SIZE: 10
ORGANIZATION BUDGET SIZE: $15M
TEAM FUNDRAISING GOAL: $10M
PERSONAL FUNDRAISING GOAL: $2M

25. 21
1:1 TIME IS OFTEN RESCHEDULED
PUTS OUT FIRES WHILE IN OFFICE
MEETING WITH SENIOR TEAM
ON THE ROAD AGAIN
TEAM MEETINGS ARE VIRTUAL
COMMUNICATION IS ELECTRONIC
WANTS TO WORK OUT BUT WORKLOAD IS CRAZY

26. BONUS
BONUS!
22
NOT MAKING TIME FOR YOUR
TEAM
4

27. BONUS
BONUS!
23
NOT MAKING TIME FOR
YOURSELF
NOT MAKING TIME FOR YOUR
TEAM
4

28. BONUS
BONUS!
24
NOT MAKING TIME FOR
YOURSELF
NOT SETTING CLEAR GOALS
NOT MAKING TIME FOR YOUR
TEAM
4

29. BONUS
BONUS!
25
NOT MAKING TIME FOR
YOURSELF
NOT SETTING CLEAR GOALS
NOT PROVIDING FEEDBACK
NOT MAKING TIME FOR YOUR
TEAM
4

31. 27
TIME FIX
1. NOT MAKING TIME FOR
YOUR TEAM
1. OFFICE HOURS

32. 28
TIME FIX
2. NOT MAKING TIME FOR
YOUR TEAM
1. OFFICE HOURS
2. 1 -ON -1 CHECK - INS

33. 29
TIME FIX
3. NOT MAKING TIME FOR
YOUR TEAM
1. OFFICE HOURS
2. 1 -ON -1 CHECK - INS
3. EMOTIONAL INTELLIGENCE

34. 30
TIME FIX
1. NOT MAKING TIME FOR
YOURSELF
1. SELF CARE

35. 31
TIME FIX
2. NOT MAKING TIME FOR
YOURSELF
1. SELF CARE
2. MANAGE YOUR CALENDAR

36. 32
TIME FIX
3. NOT MAKING TIME FOR
YOURSELF
1. SELF CARE
2. MANAGE YOUR CALENDAR
3. FOCUS ON YOUR “BIG ROCKS”

37. 33
TIME FIX
4. NOT MAKING TIME FOR
YOURSELF
1. SELF CARE
2. MANAGE YOUR CALENDAR
3. FOCUS ON YOUR “BIG ROCKS”
4. ESTABLISH STRONG SYSTEMS

38. 34
TIME FIX
1. NOT SETTING CLEAR GOALS
1. CLARITY

39. 35
TIME FIX
2. NOT SETTING CLEAR GOALS
1. CLARITY
2. GOAL DEVELOPMENT
PROCESS

40. 36
TIME FIX
3. NOT SETTING CLEAR GOALS
1. CLARITY
2. GOAL DEVELOPMENT
PROCESS
3. SETTING SMART GOALS

41. 37
TIME FIX
4. NOT SETTING CLEAR GOALS
1. CLARITY
2. GOAL DEVELOPMENT
PROCESS
3. SETTING SMART GOALS
4. 360 FEEDBACK

42. 38
TIME FIX
1. NOT PROVIDING FEEDBACK
1. CREATE DEVELOPMENT PLANS

43. 39
TIME FIX
2. NOT PROVIDING FEEDBACK
1. CREATE DEVELOPMENT PLANS
2. STRUCTURED FEEDBACK

44. 40
TIME FIX
3. NOT PROVIDING FEEDBACK
1. CREATE DEVELOPMENT PLANS
2. STRUCTURED FEEDBACK
3. CALENDAR IT

45. 41
TIME FIX
4. NOT PROVIDING FEEDBACK
1. CREATE DEVELOPMENT PLANS
2. STRUCTURED FEEDBACK
3. CALENDAR IT
4. TRANSPARENT ACTION

46. 42
2 TOUCH

47. 43
Craig R.
VP OF INSTITUTIONAL ADVANCEMENT
STAFF SIZE: 20
DIRECT REPORTS: 4
TEAM FUNDRAISING GOAL: $80M
PERSONAL FUNDRAISING GOAL: $10M

48. 44
SPENDS MOST OF HIS DAY IN MEETINGS
SENDS CRYPTIC TEXTS AND/OR EARLY AM EMAILS
IS PRETTY HANDS OFF AND LEAVES
HIS TEAM TO “FEND FOR
THEMSELVES”
WILL JUST DO THINGS HIMSELF WHEN
THERE’S A BIG PROJECT OR TASK THEN
FEELS LIKE HE DOESN’T HAVE SUPPORT OR
TIME HE NEEDS
IS BARELY ABOVE WATER ON ANY GIVEN DAY

49. BONUS
BONUS!
45
HANDS ON VS HANDS OFF
3

50. BONUS
BONUS!
46
ARE YOU TALKING TO ME?
COMMUNICATION STYLES
HANDS ON VS HANDS OFF
3

51. BONUS
BONUS!
47
ARE YOU TALKING TO ME?
COMMUNICATION STYLES
THE DIY HAMSTER WHEEL
HANDS ON VS HANDS OFF
3

52. 48
TOUCH FIX
1. HANDS ON VS HANDS OFF
1. DELEGATE DON’T DICTATE

53. 49
TOUCH FIX
1. HANDS ON VS HANDS OFF
1. DELEGATE DON’T DICTATE
2. ESTABLISH CLEAR
RESPONSIBILITIES AND
ROLES

54. 50
TOUCH FIX
1. HANDS ON VS HANDS OFF
1. DELEGATE DON’T DICTATE
2. ESTABLISH CLEAR
RESPONSIBILITIES AND
ROLES
3. BUILD IN STEP BACKS

55. 51
TOUCH FIX
2. ADDRESSING DIFFERENT
COMMUNICATION STYLES
1. SET THE RULES OF THE ROAD

56. 52
TOUCH FIX
2. ADDRESSING DIFFERENT
COMMUNICATION STYLES
1. SET THE RULES OF THE ROAD
2. CONSISTENCY IN FREQUENCY

57. 53
TOUCH FIX
2. ADDRESSING DIFFERENT
COMMUNICATION STYLES
1. SET THE RULES OF THE ROAD
2. CONSISTENCY IN FREQUENCY
3. LISTEN ACTIVELY

58. 54
TOUCH FIX
3. GET OFF THE DIY HAMSTER
WHEEL
1. GUIDANCE VS DIRECTION

59. 55
TOUCH FIX
3. GET OFF THE DIY HAMSTER
WHEEL
1. GUIDANCE VS DIRECTION
2. CREATE CLEAR SYSTEMS +
STRUCTURES

60. 56
TOUCH FIX
3. GET OFF THE DIY HAMSTER
WHEEL
1. GUIDANCE VS DIRECTION
2. CREATE CLEAR SYSTEMS +
STRUCTURES
3. LOWER STRESS THROUGH LOCUS
OF CONTROL - MODELING

61. 57
3TALENT

62. 58
Bill W.
SENIOR DIRECTOR OF MAJOR GIFTS
STAFF SIZE: 3
DIRECT REPORTS: 3
TEAM FUNDRAISING GOAL: $20M
PERSONAL FUNDRAISING GOAL: $5M

63. 59
TEAM MEETINGS ARE IN PERSON
FACE TIME IS VERY IMPORTANT
OVERFLOW OF REPORTS, SPREADSHEETS
AND MEMO’S
1 PLAGUING ROLE VACANCY
MANAGING MULTIPLE CAMPAIGNS
LEADING MULTIPLE PROJECTS

64. BONUS
BONUS!
60
NOT RECRUITING THE RIGHT
TEAM
3

65. BONUS
BONUS!
61
NOT RECRUITING THE RIGHT
TEAM
3 BUILDING TRUST

66. BONUS
BONUS!
62
MISUNDERSTANDING TEAM
MOTIVATION
NOT RECRUITING THE RIGHT
TEAM
3 BUILDING TRUST

67. 63
1.NOT RECRUITING THE RIGHT
TEAM
1. DON’T RUSH THE PROCESS
TALENT FIX

68. 64
1.NOT RECRUITING THE RIGHT
TEAM
1. DON’T RUSH THE PROCESS
2. KICK UNCONSCIOUS BIAS
TALENT FIX

69. 65
1.NOT RECRUITING THE RIGHT
TEAM
1. DON’T RUSH THE PROCESS
2. KICK UNCONSCIOUS BIAS
3. QUIT RELYING TOO MUCH ON
REFERENCES
TALENT FIX

70. 66
1.NOT RECRUITING THE RIGHT
TEAM
1. DON’T RUSH THE PROCESS
2. KICK UNCONSCIOUS BIAS
3. QUIT RELYING TOO MUCH ON
REFERENCES
4. DON’T EXPECT TOO MUCH TOO SOON
TALENT FIX

71. 67
TALENT FIX
2. BUILDING TRUST
1. OUTPUTS AND OUTCOMES VS INPUTS AND
ACTIVITIES

72. 68
TALENT FIX
2. BUILDING TRUST
1. OUTPUTS AND OUTCOMES VS INPUTS AND
ACTIVITIES
2.CONNECTING REGULARLY

73. 69
TALENT FIX
2. BUILDING TRUST
1. OUTPUTS AND OUTCOMES VS INPUTS AND
ACTIVITIES
2.CONNECTING REGULARLY
3.CHECK YOUR EGO AT THE DOOR

74. 70
TALENT FIX
3. MISUNDERSTANDING TEAM
MOTIVATION
1. CHECK ASSUMPTIONS

75. 71
TALENT FIX
3. MISUNDERSTANDING TEAM
MOTIVATION
1. CHECK ASSUMPTIONS
2.ELIMINATE DISSATISFACTION

76. 72
TALENT FIX
3. MISUNDERSTANDING TEAM
MOTIVATION
1. CHECK ASSUMPTIONS
2.ELIMINATE DISSATISFACTION
3.PERSONALIZE YOUR APPROACH

77. 73
TALENT FIX
3. MISUNDERSTANDING TEAM
MOTIVATION
1. CHECK ASSUMPTIONS
2.ELIMINATE DISSATISFACTION
3.PERSONALIZE YOUR APPROACH
4.MODEL WHAT YOU EXPECT

78. HOW TO STRUCTURE
YOUR TIME SO THE WORK
GETS DONE

79. 75
1. OFFICE HOURS
TIME STRATEGIES

80. 76
1. OFFICE HOURS
2.1 -ON -1 CHECK - INS
TIME STRATEGIES

81. 77
1. OFFICE HOURS
2.1 -ON -1 CHECK - INS
3. MANAGE YOUR CALENDAR
TIME STRATEGIES

82. 78
1. OFFICE HOURS
2.1 -ON -1 CHECK - INS
3. MANAGE YOUR CALENDAR
4.FOCUS ON YOUR “BIG ROCKS”
TIME STRATEGIES

83. 79
1. GOAL DEVELOPMENT PROCESS
TIME STRATEGIES

84. 80
1. GOAL DEVELOPMENT PROCESS
2.360 FEEDBACK
TIME STRATEGIES

85. 81
1. GOAL DEVELOPMENT PROCESS
2.360 FEEDBACK
3. RETREAT/PLANNING BLOCKS
TIME STRATEGIES

86. 82
1. CREATE DEVELOPMENT PLANS
TIME STRATEGIES

87. 83
1. CREATE DEVELOPMENT PLANS
2.STRUCTURED FEEDBACK
TIME STRATEGIES

88. 84
1. CREATE DEVELOPMENT PLANS
2.STRUCTURED FEEDBACK
3. CALENDAR IT
TIME STRATEGIES

89. 85
1. CREATE DEVELOPMENT PLANS
2.STRUCTURED FEEDBACK
3. CALENDAR IT
4.TAKE TRANSPARENT ACTION
TIME STRATEGIES

90. 86
DON’T MISTAKE MOVEMENT
FOR ACHIEVEMENT. IT’S EASY
TO GET FAKED OUT BY BEING
BUSY. THE QUESTION IS “BUSY
DOING WHAT?”
~Jim Rohn

91. HOW TO HIT YOUR GOALS
WHILE STAYING
CONNECTED TO YOUR
TEAM

92. GOALS + CONNECTION = SUCCESS
TAKE TIME TO PLAN “YOU” FIRST

93. GOALS + CONNECTION = SUCCESS
TAKE TIME TO PLAN “YOU” FIRST
MAKE TEAM BUILDING A PRIORITY

94. GOALS + CONNECTION = SUCCESS
TAKE TIME TO PLAN “YOU” FIRST
BE TRANSPARENT
MAKE TEAM BUILDING A PRIORITY

95. GOALS + CONNECTION = SUCCESS
TAKE TIME TO PLAN “YOU” FIRST
BE TRANSPARENT
LEARN THE PERSONAL + PROFESSIONAL
MAKE TEAM BUILDING A PRIORITY

96. GOALS + CONNECTION = SUCCESS
TAKE TIME TO PLAN “YOU” FIRST
BE TRANSPARENT
LEARN THE PERSONAL + PROFESSIONAL
DON’T RUSH RECRUITMENT
MAKE TEAM BUILDING A PRIORITY

97. GOALS + CONNECTION = SUCCESS
TAKE TIME TO PLAN “YOU” FIRST
BE TRANSPARENT
LEARN THE PERSONAL + PROFESSIONAL
DON’T RUSH RECRUITMENT
DELEGATE DON’T DICTATE
MAKE TEAM BUILDING A PRIORITY

99. 95
Key Takeaways
HOW TO BE A GREAT MANAGER + FUNDRAISER
3 PITFALLS
TIME
TOUCH
TALENT

100. 96
Key Takeaways
HOW TO BE A GREAT MANAGER + FUNDRAISER
TIME STRATEGIES TO GET THE WORK DONE
IN OFFICE + OUT OF OFFICE
TIME BLOCKING + OFFICE HOURS
INTENTIONAL TEAM DEVELOPMENT

101. 97
Key Takeaways
HOW TO BE A GREAT MANAGER + FUNDRAISER
HOW TO HIT YOUR GOALS
TAKE THE TIME TO PLAN FOR “YOU” FIRST
MAKE TEAM BUILDING A PRIORITY
BE TRANSPARENT
LEARN THE PERSONAL + THE PROFESSIONAL
DELEGATE DON'T DICTATE
DON’T RUSH RECRUITMENT

102. QUESTIONS?

103. Kishshana Palmer, CFRE
Email:
letschat@kishshanaco.com
IG/Twitter: @funddiva
Facebook: nonprofitsuperheroes
Website: www.kishshanaco.com
STAY IN TOUCH!

104. https://bloomerang.co/resources
•Nonprofit Wrap-Up
•Bloomerang TV
•Bloomies
•eBooks
•Daily blog post
•Weekly webinars
•Templates
•Guides

105. Upcoming free webinars »
1/18, 1pm eastern
Bridging the Gap – Staying Productive
Inbetween Development Directors
Ellen Howe, CFRE & Ashley Holmes, MSW
https://bloomerang.co/resources/webinars