http://bloomerang.co/resources/webinars/ Rebecca Davis, PhD, CFRE will give an overview of the turn-around process for nonprofits, discussing the dual bottom-line for nonprofits, the challenges of re-engaging community stakeholders, and the difficult road to recovery when your organization has been in the red.

1. Nonprofit Turn-­‐Arounds:
The Road to Recovery
When Your Organization
Is in the Red
5/26/16
1pm Eastern
The presentation will begin shortly.

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Before we get started »

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https://bloomerang.co/demo/video

4. 3
Our guest presenter »
Rebecca Davis, PhD, CFRE
@rebeccadavisphd
President and Co-­‐Founder of Davis
Nonprofit Consulting, LLC.
Master Trainer, graduate of the AFP
Faculty Training Academy
CFRE since 2007

5. Nonprofit Turn-Arounds:
The Road to Recovery When Your Organization is in the Red
Rebecca H. Davis, PhD, CFRE

6. •70% of all turn-around initiatives fail

7. •Typical corporate turn-around 2 – 3
years

8. •Each turn-around is unique

9. What is a “turn-around situation”?

10. Non-Profit Life Cycle

11. Recognizing the
Problem
• Confront the Brutal
Truths (Jim Collins)
• Assessment Tool:
http://www.jimcollins.co
m/tools/diagnostic-
tool.pdf (page 9)
• Gather evidence
• Bring facts to light
• Discuss information
without finger-pointing
or blaming

12. • Take things off auto-pilot
• Interrupt old plans, events, & strategies

14. All Turn Arounds
For-Profit and Nonprofit
• Control Costs
• Reduce Spending
• Closely manage cash flow
• Increase revenue

15. NON-PROFIT Turn Arounds
• What works for corporate turn arounds (like bankruptcy) might not
be appropriate for non-profit organizations

16. Dual Bottom Line: Mission & Money

18. Nonprofit Sustainability
Image Source: Blackbaud

19. See free resources and templates at
http://www.nonprofitsustainability.org/templates-by-chapter
Overview of Nonprofit Sustainability and using the Matrix
Map at

20. Nonprofit Sustainability: Strategic Imperatives
Image Source: Nonprofit Quarterly:
https://nonprofitquarterly.org/2014/04/01/the-matrix-map-a-powerful-tool-for-mission-focused-
nonprofits/
Stars:
Nurture & Grow
Involve Board
Hearts:
Keep & Contain Costs
Stop Signs:
Give Program Away
Money Tree:
Increase Impact

21. Benchmarking
• Know what’s possible (or likely)
• Identify best-practices
• Determine where you have “runway”

22. NON-PROFIT Turn Arounds
Dual Markets: “Customers” = Clients + Donors

23. Donor Stewardship
• Appreciation
• Recognition
• Care of donations,
funds, and assets
• Reporting

24. Create a Plan
“Money doesn’t
just walk in and
surrender itself.”

25.  Face-to-Face
Fundraising
 Professional
Fundraising
Staff
 Issue Focus of
Organization
 Membership
Organization?
Annual Survey
One Factor
that Matters:
Whether or Not an
Organization
Creates a
Development Plan

26.  Each goal and
strategy needs to
be specific and
measurable
◦ Grow email list 10%
◦ Make 5 phone calls
each month to
prospective
planned giving
donors
◦ Recruit 10 new
team captains
before April 1st.

27.  Means to an
End
 Not an End
in and of
Itself
 Not a
fundraising
technique
or strategy
– helps, but
won’t
raise funds
without
some
other
strategy.

28. Restoration of Confidence
• Internal (Staff and Board Members)
and External
Replace With
Secrecy & Denial
Dialogue
Avoidance & Turf
Protection Collaboration
Passivity &
Helplessness
Initiative
Source: Rosabeth Moss Kanter. 2003. “Leadership and
the Psychology of Turnarounds,” Harvard Business
Review.

29. Community Members
• Band Wagon Effect
• Invest in Winners
• Need to Know Donation Has
Impact
• Want to Invest in Well-
Managed Organizations

30. A Turn Around Case Study

39. Restoring
External
Confidence
Re-introduction (to
Community):
• Briefing Breakfasts
• Update Website & Other
Communication Channels
• Re-Brand
• Face to Face Meetings

40. Results of Turn
Around
• Turned multi-year operational
deficit into operational surplus
in first year.
• In first two years, increased
fundraising support through
special events by 126% and
contributions by 52%
• Went from brink of insolvency
to having 3.5 months of
operational reserves during a
recession
• Recruited more than 200 new
volunteers and managed more
than 5,000 volunteer hours.

41. Build Your Revenue Strategies by
Creating a Culture of Philanthropy
• Make fundraising everyone’s job
• Provide training for all staff (and
board)
• Provide tools like talking points
• Talk about the mission alignment
of fundraising

42. Exit Strategies
•Mergers
•Collaborations
•Cohabitation
•Giving Away
the Mission

43. Nonprofit Turn-Around Process
• Face the brutal truths
• Disrupt
• Fiscal management (cost
cutting, etc.)
• Evaluate business lines
with attention to the “dual
bottom line” (Mission &
Money) of Nonprofits
• Benchmark Against
Similar Nonprofits
• Take Care of “Dual
Customers” – Client &
Donor
• Donor Stewardship
• Create a Development
Plan
• Restore Confidence
• Develop a Culture of
Philanthropy

44. Success

45.  Has written many Development
plans in her nearly 20 years of
fundraising experience.
 Master Trainer for the Association of
Fundraising Professionals
 Has been a Certified Fundraising
Executive since 2007
 Has served on the marketing
faculties of both the Georgia Center
for Nonprofits and Anderson
University’s School of Business (SC)
as well as the Political Science
faculty at Virginia Tech
 Rebecca works as the Chief
Development Officer for the Girl
Scouts of Historic Georgia –
rdavis@gshg.org

46. Questions?

47. https://bloomerang.co/resources
•Nonprofit Wrap-­‐Up
•Bloomerang TV
•Bloomies
•Daily blog post
•Weekly webinars
•Downloadables

48. Our next free webinar »
What’s Wrong With Major Gifts?
Thursday, June 2nd – 2:00pm Eastern
Larry Johnson
https://bloomerang.co/resources/webinars