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Statement of Activities: Common Mistakes and How to Avoid Them

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The Statement of Activities—commonly referred to as an SOA—is one of four essential financial statements for nonprofit organizations. As a CPA working with nonprofits of all sizes, I’ve encountered numerous errors in Board of Directors’ financial reports and Statements of Activities documents.

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Are Marketing and Membership at Opposite Poles? Take the Journey to Collaboration

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Integrated planning gives departments, like membership and marketing, a format for collaboration on agendas and goals. Integrated goals, objectives, and tactics keep everyone on point. It’s an ongoing process that should keep membership and marketing teams working together routinely. To inspire performance, set common goals.

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Leadership’s Biggest Perk—Giving Others a Boost

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Encouraging a colleague to shoot for that sought-after certification, offering advice on an important project, or simply inspiring the confidence to see future potential, are the less visible activities that make leadership meaningful. Be Intentional What can we do to facilitate more deliberate mentoring relationships?

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Drones, Robots, and Farmers—Prepare Your Association to Meet Fast-Moving Technology Trends

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To make a point about technology and its impact on the future of work, Hugh Lee, Co-Founder of Fusion Productions, told me this story: “Several years ago, we invited some young presenters who were developing cutting edge farming technology to digitalNow. Create Space for Evolution Don’t fixate on giving every goal a finite timeline.

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For Positive Outcomes, Hold a Mirror Up to Board Performance

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leadership soapbox here to say that a digital culture uses objective data to measure and evaluate all of its activities. BoardSource found that non-profit boards that conduct self-assessments are more likely to have a clear mission and vision, and they are more likely to be effective in achieving their goals.

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Build a Mission-Worthy Team

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Bell’s work will play a large role in their success. Bell is researching what mix of personalities is most likely to work effectively together. A mission team—like any team, anywhere—needs competent people who work well together,” Bell advises. “In You have to understand the characteristics of work in your culture.

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Are Marketing and Membership at Opposite Poles? Take the Journey to Collaboration

.orgSource

Integrated planning gives departments, like membership and marketing, a format for collaboration on agendas and goals. Integrated goals, objectives, and tactics keep everyone on point. It’s an ongoing process that should keep membership and marketing teams working together routinely. Data is an important connector.