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9 Key Responsibilities
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April 2, 2019
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Presenters
Sean Kosofsky
Owner, Mind the Gap Consulting
Sima Thakkar
Senior Manager, Content
TechSoup
Sima Thakkar
Senior Manager, Content
TechSoup
Sean Kosofsky
Owner,
Mind the Gap Consulting
9 Key Responsibilities of
Nonprofit Executive Directors
© All rights reserved
Wednesday, April 2, 2019
TechSoup
Presentation by Sean Kosofsky, MPA
Principal, Mind the Gap Consulting, LLC
About Me
2
Ø Sean M. Kosofsky, MPA. “Nonprofit Fixer”
Ø Executive Director for 5 charitable
& political organizations
Ø 25+ years in nonprofit fundraising
Ø I train other executive directors and boards
3
4
Ø Permeates everything below
ØResponsible for all areas
ØCEO (Chief of Enthusiasm and Optimism)
ØEmbrace ambiguity, functional conflict
ØCombat groupthink and mission creep
ØEmpower others and model good behavior
ØBe open to collaboration and be opportunistic
ØUnderstand leadership challenges of the sector
ØKnow the nonprofit sector (conflicts of interest, transparency, etc.)
ØArticulate a bold vision, mission, statement of need, and strategy while
building alignment
1. Leadership
5
Ø Responsible for all fundraising (raising and enabling the resources, training,
and tools)
Ø This is not wholly delegated
Ø Hiring development staff
Ø Board development
2. Fund Development
6
Ø Assist in their operations and planning
Ø Help build, sustain, and strengthen all board functions
Ø Help implement board goals and policies
Ø Get role clarity and support them in all ethical actions
Ø Get alignment with the board on direction and programs
Ø Your best investment is board development!
3. Board Support & Development
7
Ø Demonstrate competence in budgets and cash flow
Ø Understand income statements, balance statements,
and statements of functional expenses
Ø Understand 990s, audits, and compliance
with standards
Ø Create and adhere to financial controls
Ø Get training and manage up
4. Financial Management
8
Ø Onboarding, recruitment,
retention, management, and compliance
Ø Delegation, decision-making, job descriptions,
collaboration, and meetings
Ø Using volunteers, board members,
and performance measurement
Ø Develop future leadership
Ø Insist on high standards and accountability
Ø Compensation policy, including benefits
5. Human Resources
9
Ø Hardware/software for donors, collaboration, storage, communication,
and records. Policies.
Ø Facility – Lease, insurance, lounge, furniture, storage
Ø OSHA
Ø Plans for natural disasters
Ø Remote? Work styles
Ø Power outlets/visitors/coffee
Ø Workstations and the message they send
Ø Waiting/client services area
Ø Operations manual
6. Operations and Technology
10
Ø Create the conditions to meet your mission
Ø Execute programs AND help change society
Ø Program design. Ensure quality and effectiveness of programs.
Ø Evaluate
Ø Be open to accountability from stakeholders
Ø Be an industry thought leader. Stay on top of
trends and developments.
7. Programs & Advocacy
11
Ø Develop and maintain strong relationships in your sector, your region,
among peers, among donors, industry associations, and the media.
Ø Work in coalition and be transparent
Ø Communicate regularly w/stakeholders & public
Ø Show appreciation & show where $ goes
Ø Remind folks that you exist
Ø Authority to engage media/join coalitions
8. Community Relations &
Communication
12
Ø Comply with all laws and regulations
Ø Meet the highest standards for your industry/region
Ø Understand legal frameworks for running a nonprofit
9. Compliance and Best Practices
13
Executive Director Toolkit
9 Free Tools for EDs
bit.ly/NPFixer9
Mind the Gap Consulting, LLCS t a y i n t o u c h …
14
Sean@MindTheGapConsulting.org
www.NonProfitFixer.com
@NonProfitFixer twitter
http://Learn.MindTheGapConsulting.org
youtube.com/c/SeanKosofskyNonProfitFixer
Facebook.com/MindTheGapC
Executive Director coaching LGBT diversity training
Board Chair coaching Media training
Staff coaching Crisis communication
Fundraising Executive search
Facilitation Strategy, Planning, & Advocacy
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9 Key Responsibilities of Nonprofit Executive Directors

  • 1. 9 Key Responsibilities of Nonprofit Executive Directors April 2, 2019
  • 2. Using ReadyTalk Chat to ask questions All lines are muted If you lose your Internet connection, reconnect using the link emailed to you. You can find upcoming and past webinars on the TechSoup website: www.techsoup.org/community/events-webinars You will receive an email with this presentation, recording, and links Tweet us @TechSoup and use hashtag #tswebinars
  • 3. A Global Network Bridging Tech Solutions and Services for Good Where are you on the map?
  • 4. Acclivity Adobe Alpha Software Asana Atlas Business Solutions Atomic Training Autodesk Azavea BetterWorld Bitdefender Blackbaud Bloomerang Box Brocade Bytes of Learning Caspio CauseVox CDI Computer Dealers Cisco Citrix CitySoft CleverReach ClickTime Closerware Comodo Connect2Give Dell Dharma Merchant Services Digital Wish Dolby DonorPerfect Efficient Elements FileMaker GoDaddy GrantStation Guide By Cell Headsets.com Horizon DataSys HR Solutions Partners Huddle Idealware InFocus Informz InterConnection Intuit JourneyEd Kintone Litmos Little Green Light Mailshell Microsoft Mobile Beacon NetSuite Nielsen NonProfitEasy O&O Software Quickbooks Made Easy Reading Eggs ReadyTalk Red Earth Software Sage Software Shopify Simple Charity Registration Skillsoft Smart Business Savings Society for Nonprofit Organizations Sparrow Mobile Symantec Tableau TechBridge Tech Impact Teespring Telosa Tint Ultralingua Western Digital Zoner
  • 6. Presenters Sean Kosofsky Owner, Mind the Gap Consulting Sima Thakkar Senior Manager, Content TechSoup Sima Thakkar Senior Manager, Content TechSoup Sean Kosofsky Owner, Mind the Gap Consulting
  • 7. 9 Key Responsibilities of Nonprofit Executive Directors © All rights reserved Wednesday, April 2, 2019 TechSoup Presentation by Sean Kosofsky, MPA Principal, Mind the Gap Consulting, LLC
  • 8. About Me 2 Ø Sean M. Kosofsky, MPA. “Nonprofit Fixer” Ø Executive Director for 5 charitable & political organizations Ø 25+ years in nonprofit fundraising Ø I train other executive directors and boards
  • 9. 3
  • 10. 4 Ø Permeates everything below ØResponsible for all areas ØCEO (Chief of Enthusiasm and Optimism) ØEmbrace ambiguity, functional conflict ØCombat groupthink and mission creep ØEmpower others and model good behavior ØBe open to collaboration and be opportunistic ØUnderstand leadership challenges of the sector ØKnow the nonprofit sector (conflicts of interest, transparency, etc.) ØArticulate a bold vision, mission, statement of need, and strategy while building alignment 1. Leadership
  • 11. 5 Ø Responsible for all fundraising (raising and enabling the resources, training, and tools) Ø This is not wholly delegated Ø Hiring development staff Ø Board development 2. Fund Development
  • 12. 6 Ø Assist in their operations and planning Ø Help build, sustain, and strengthen all board functions Ø Help implement board goals and policies Ø Get role clarity and support them in all ethical actions Ø Get alignment with the board on direction and programs Ø Your best investment is board development! 3. Board Support & Development
  • 13. 7 Ø Demonstrate competence in budgets and cash flow Ø Understand income statements, balance statements, and statements of functional expenses Ø Understand 990s, audits, and compliance with standards Ø Create and adhere to financial controls Ø Get training and manage up 4. Financial Management
  • 14. 8 Ø Onboarding, recruitment, retention, management, and compliance Ø Delegation, decision-making, job descriptions, collaboration, and meetings Ø Using volunteers, board members, and performance measurement Ø Develop future leadership Ø Insist on high standards and accountability Ø Compensation policy, including benefits 5. Human Resources
  • 15. 9 Ø Hardware/software for donors, collaboration, storage, communication, and records. Policies. Ø Facility – Lease, insurance, lounge, furniture, storage Ø OSHA Ø Plans for natural disasters Ø Remote? Work styles Ø Power outlets/visitors/coffee Ø Workstations and the message they send Ø Waiting/client services area Ø Operations manual 6. Operations and Technology
  • 16. 10 Ø Create the conditions to meet your mission Ø Execute programs AND help change society Ø Program design. Ensure quality and effectiveness of programs. Ø Evaluate Ø Be open to accountability from stakeholders Ø Be an industry thought leader. Stay on top of trends and developments. 7. Programs & Advocacy
  • 17. 11 Ø Develop and maintain strong relationships in your sector, your region, among peers, among donors, industry associations, and the media. Ø Work in coalition and be transparent Ø Communicate regularly w/stakeholders & public Ø Show appreciation & show where $ goes Ø Remind folks that you exist Ø Authority to engage media/join coalitions 8. Community Relations & Communication
  • 18. 12 Ø Comply with all laws and regulations Ø Meet the highest standards for your industry/region Ø Understand legal frameworks for running a nonprofit 9. Compliance and Best Practices
  • 19. 13 Executive Director Toolkit 9 Free Tools for EDs bit.ly/NPFixer9
  • 20. Mind the Gap Consulting, LLCS t a y i n t o u c h … 14 Sean@MindTheGapConsulting.org www.NonProfitFixer.com @NonProfitFixer twitter http://Learn.MindTheGapConsulting.org youtube.com/c/SeanKosofskyNonProfitFixer Facebook.com/MindTheGapC Executive Director coaching LGBT diversity training Board Chair coaching Media training Staff coaching Crisis communication Fundraising Executive search Facilitation Strategy, Planning, & Advocacy
  • 21. Q&A This is your chance! Use the chat box to ask us any questions you have about this presentation.
  • 22. Share and Learn Chat in one thing that you learned in today’s webinar. Please complete our post-event survey. Your feedback really helps. Follow TechSoup on social media (FB, Instagram, Twitter, LinkedIn) Visit the TechSoup Blog at blog.techsoup.org
  • 23. Join us for our upcoming webinars. 4/9 How to Make Crowdfunding Go Viral 4/16 What is Adobe Creative Cloud and How Can Nonprofits Use It 4/23 5 Things Every Nonprofit Needs to Consider About Its Website Archived Webinars: www.techsoup.org/community-events
  • 24.
  • 25. Thank you to our webinar sponsor! Please complete the post-event survey that will pop up once you close this window.