Basic Facilitation Techniques for Nonprofits

Beth Kanter

As a trainer and now adjunct professor, I’m constantly working on and honing these skills sets: assessment, instructional design, curriculum/materials development, presenting, facilitation, and evaluation. There is a lot of learn and refine in each of these areas. And that’s why I love teaching and training because it is all about the learning for both you and the participants. Networked Facilitation. Open Space and Unconference Facilitation.

How To Facilitate Effective Virtual Meetings

Beth Kanter

It’s time to up your virtual facilitation and convening skills. Since those days, I have continued to hone my virtual facilitation skills to design and deliver effective virtual meetings and trainings. This word cloud is from a virtual workshop I facilitated asking participants what the barriers to effective virtual meetings are: technology, engagement, connectivity, and participation. Roles may include: Facilitator: Designs and Facilitates Meeting.

Trainer’s Notebook: Facilitating Brainstorming Sessions for Nonprofit Work

Beth Kanter

Does your work at a nonprofit include facilitating meetings or trainings? Looking for new techniques to add to your facilitator’s toolbox? This is the focus of a session called “ The Big Bang Theory: Creative Facilitation and Training Techniques, ” that I’m co-facilitating at the Nonprofit Technology Conference with Cindy Leonard and Jeanne Allen. There are two basic ways to facilitate a group brainstorming session.

7 Tips to Make You A Stronger Facilitator

Beth Kanter

Note from Beth: As a trainer and someone who teachers other trainers, I’ve been obsessed with improving my facilitation skills and written a lot about it on this blog. I’m always up for a conversation with other facilitators about shop talk and getting tips for improving my practice. So, I’m thrilled that fellow facilitators Cody Sigel, MPH, CHES and Tracy Wright, MAED from ETR agreed to share some of their secrets in this guest post. Facilitation

Strengthening program evaluation in your nonprofit

ASU Lodestar Center

This call spurred the increasing demand for program evaluation. In your organization, this may look like negative attitudes toward evaluation, poor research designs and collecting data but not using the data. The root problem here is poor evaluation capacity.

Trainer’s Notebook: Just A Few Participatory Facilitation Techniques

Beth Kanter

Recently, a colleague asked me a wonderful question: How did you learn to become a good facilitator and trainer? Evaluate your content, facilitation, and logistical skills against participant evaluations. If time is available, also do a plus/delta exercise with participants as a close out to the session. Measure, evaluate, reflect, and improve. Conferences are a great opportunity to take workshops and observe the facilitator’s techniques.

Holy Awesome – NTEN’s Impact Evaluation


NTEN has just made public their IMPACT EVALUATION. Evaluating NTEN’s Impact. We’ve struggled with the idea of evaluation and just how to measure our impact when it is so deeply entwined with the work and efforts of other organizations. Before we start – take a look at the Impact Evaluation. Do organizations conduct Return on Investment evaluations? . See the Impact Evaluation here.

#14LCS Facilitator Series: Meet Beth Kanter


That''s why we''re doing our best to recruit a remarkable group of facilitators to help shape your experience. Each track will have two Lead Facilitators and several additional Facilitators who will design spaces and lead small group conversations to make sure that every participant has the chance to both learn and share. View the growing lineup of #14LCS speakers and facilitators and register today!

Guest Post by Gale Berkowitz: Evaluation for Learning

Beth's Blog: How Nonprofits Can Use Social Media

Note from Beth: This post, Evaluation for Learning , was originally published as a guest post on the Good blog as a response to “ How Might We Celebrate Learning through Evaluation? I'm republishing here because I think several of the principles for evaluation that Gale outlines are very important to approaching how you pilot, monitor, and improve your social media strategy over time so it has impact or ROI. In truth, evaluations rarely are either one or the other.

Facilitating Creative Learning (for Professionals): More Notes on MuseumCamp

Museum 2.0

Last week, I focused on the 2014 theme (social impact assessment) and the many creative evaluation projects produced by campers. I first learned about this technique from Sam Kaner''s excellent book, Facilitator''s Guide to Participatory Decision-Making. Tag Team the Facilitation. And if you want a more efficient approach to multi-vocal facilitation, try an unconference.

Six Tips for Evaluating Your Nonprofit Training Session

Beth Kanter

I’m co-facilitating a session on Nonprofit Training Design and Delivery with colleagues John Kenyon, Andrea Berry, and Cindy Leonard at the NTEN Nonprofit Technology Conference on Friday March 14th at 10:30 am! Our session will share lots of great advice about what to do before , during , and after leading an effective technology training. Using the ADDIE for designing your workshop, you arrive at the “E” or evaluation. Formative Evaluation.

Running Effective Virtual #Nonprofit Meetings: 9 Best Practices for Facilitating Engagement

Beth Kanter

In many of the workshops I’ve been facilitating based on the Happy Healthy Nonprofit: Strategies for Impact without Burnout , many nonprofits are recognizing that offering some workplace flexibility to employees is not only an attractive benefit, but also can increases productivity and help with burnout prevention.Many nonprofits allow staff to work remotely one day a week. That’s why I’ve added a new workshop on running and facilitating effective virtual meetings.

Trainer’s Notebook: Using Dot Voting Online

Beth Kanter

When I facilitate meetings or workshops for nonprofits, not matter the topic, I incorporate many participatory approaches and design thinking methods. The technique helps you need to evaluate the ideas. Facilitation Training DesignOne technique that I often employ is called “ Dot Voting ” or “ Visual the Vote.” ” This is a simple process for getting participants to prioritize ideas or decisions.

How Nonprofits Practice Continuous Improvement

Beth Kanter

I co-lead a workshop on digital transformation, co-facilitated a master class on digital fundraising campaigns, co-hosted a learning breakfast for scholarship participants, co-designed a Big Room session on Technology for Good, and in between attended some amazing sessions. One of the simplest ways to practice continuous improvement is to incorporate a process evaluation. 4) The next step is compare these top level themes against the participant evaluation.(We

Using Design Thinking for A Foundation’s Investment Strategy

Beth Kanter

I was thrilled to work with the Brainerd Foundation staff to help design and facilitate a design lab using techniques based on Luma Institute methods earlier this month. Here’s what I learned about the facilitating design thinking processes: What Is A Design Lab? To generate group or collective understanding, I facilitated a cluster or affinity analysis of the different themes.

Build, Buy, or Customize?

Connection Cafe

Set the expectation with stakeholders that undocumented requirements won’t be considered to facilitate a thorough analysis of the actual business process and outcomes to be supported. Evaluate your team: Do you have the right skills sets and capacity in house? Procurement Technology API Bespoke Cost Custom Development Customisation Customization Developer DevKit Evaluation ROI SDK technology

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Arts Assessment: Let's Stop "Proving" and Start Improving

Museum 2.0

How do their outcomes differ from school groups who visit but do not have a facilitated experience? evaluation research Research and assessment is rare in the arts, and it tends to focus on "proving" our value. Economic impact studies. Studies of how arts participation affects student test scores. This kind of research has two big problems: It puts most of our assessment capacity into research for someone else, on someone else''s terms.

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Advice: An Exhibition about Talking to Strangers

Museum 2.0

You can explore the project wiki where we coordinated the exhibit, including the project overview , our six-week plan to get it all done, and individual sections for development of concept , content , interaction , graphics , marketing , fabrication , installation , and evaluation. There is also a final evaluation report available for download, which offers lots of great quantitative and qualitative content about what visitors did in the exhibit.

How to Demonstrate Software


Here are a few of my discoveries on what makes for a great software demonstration that we as demonstration facilitators and participants can incorporate: Educate the vendor: Most software tools are built to solve a wide array of business problems, even when they are narrowly focused to, say, donor management tools. Develop a script: Its very easy for both the facilitator and audience to go off track on an aspect of the system, and lose time to see more important areas.

Great Year-End Advice For Leaders

Eric Jacobson

EWF International provides professionally facilitated peer advisory groups for women business owners and executives. 3 Coaching And Mentoring Tips How To Avoid 8 Common Performance Evaluation Pitfa. skip to main | skip to sidebar Eric Jacobson On Management And Leadership Welcome! This blogs tips and ideas are perfect for managers and leaders of all types of small to large businesses and nonprofit organizations.

"It Is What It Is," and the Challenges of Dialogue-Focused Exhibits

Museum 2.0

The Living Library has guest experts (the books), but it also has facilitators in the form of the "librarians" who help you sign up for a library card, browse the catalog, and select a book for discussion. What are the evaluative measures by which we will consider the dialogue experience successful? Tags: evaluation exhibition Talking to Strangers design I sat down this morning to write a negative review of an exhibit.

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2020: The Year that Changed Grantmaking

Connection Cafe

Grants management software (GMS) is the lifeblood of most foundations — providing tools for collecting, reviewing, and choosing grant proposals, and the data to evaluate their impact. CRM empowers funders to capture the data that is most essential to their decisioning, record keeping, and evaluation. Sentiment indicators, photos, IoT data, and direct input from project beneficiaries can contribute to new ways of demonstrating and evaluating impact.

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Credit Payment Security – PCI P2PE and EMV E2EE Explained

Connection Cafe

There are also cases when specific circumstances are met that merchants can discontinue their annual assessment process to re-evaluate PCI compliance and gain safe-harbor protection in case of a breach. EMVCo’s charter is to facilitate worldwide interoperability and acceptance of secure payment transactions. In today’s digital world, payment processing security is increasingly important for arts and cultural organizations to prevent hacks and protect sensitive patron data.

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VisionLink’s Strategic Advantage Department Produces Complete College America’s National STEM Careers Academy


Producing an Academy involves working with CCA on all aspects of the Academy from initial planning through implementation and evaluation. Practitioners, national experts, and facilitators were trained, coordinated and supported during the Academy by VisionLink’s Lois Ann Porter. "Between 1970 and 2009, undergraduate enrollment in the United States more than doubled, while the completion rate has been virtually unchanged.

5 Steps to Creating Effective Community Health Initiatives

Connection Cafe

And with a goal as ambitious and nebulous as elevating community well-being, how do we evaluate success? Inspira also provides fitness staff to facilitate gym assemblies on staying active. Hospitals around the country are leaning in to address patients’ social determinants of health.

Trainer’s Notebook: Group Polling Techniques and Tools and Incorporating Movement

Beth Kanter

Last week, in addition to giving the ending keynote and facilitating a design lab for the Arts Brain Trust at the National Arts Marketing Project Conference , I was a participant in a pre conference convening expertly facilitated by Jennifer Edwards who is an organizational development consultant, dancer, and teacher. As a trainer, it is always great to experience someone else facilitating so you can have empathy for participants, get some new ideas or reflect on your trade craft.

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32 Sure Fire Ways to Grow Philanthropy after 40 Years of Static Giving


Fund the development of a website to facilitate peer-to-peer evaluations of nonprofits. Research show’s that the level of giving in the United States has remained static over the past 40 years. Staggering, I know. With that in mind 35 influential leaders from across the nonprofit industry came together at the Growing Philanthropy Summit to develop an action-oriented agenda on growing philanthropy. Their mission: grow giving!

Future of Volunteering from the Volunteer Canada Perspective

Connection Cafe

In a socially distanced world, virtual tours of non-profits, lunch and learns with community leaders, book clubs, or movies with facilitated discussion can strengthen that foundation.

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How Citizen Powered Movements Will Lead Social Change in 2017 

Connection Cafe

The opportunity for nonprofits is to create campaigns that facilitate deeper engagement and keep the following new rules in mind: The game has changed: Citizen movements play an enormous role in leading social change. In other words, nonprofits that facilitated grassroots participation were more innovative and made a greater impact faster than both traditional “command and control” models and networks of people without a centralized plan. People want to go big in 2017!

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How To Be A Wizard at Tech Training: NTC 2016 Session

Beth Kanter

In a couple of weeks, one of the sessions I’m facilitating at the Nonprofit Technology Conference in San Jose is called “ How To Be A Wizard at Tech Training.” Whether you are facilitating a session with your board, staff, or hundreds of folks in a room, you’ll find ways to design instructional content that interests, engages, and inspires action. Co-Designing and Working with Other Facilitators and Trainers. Facilitation Methods and Techniques.

Why You Should Be Using Customer Reviews in Your Social Media Marketing Strategy


The bottom line is, the more you nurture that kind of feedback—soliciting reviews and sharing relevant user-generated content—the more you facilitate that step in the information gathering process. Peer generated reviews provide a free service to professionals as they evaluate your organization’s offerings—free being the key word. Interested in this topic? Join the Review Society to dig into it more. .

Measuring Impact: Feature Article from the Latest Issue of NTEN:Change

Amy Sample Ward

This person will take the helm on laying out tasks in a sequence, informing other staff of their roles and assignments, and providing assistance to people as they complete their parts of the evaluation. Consider using an outside facilitator to help develop questions and protocol and to help identify themes from your data. [Note: The following is an excerpt of an article in the December 2011 issue of NTEN:Change.

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Libraries: The Oldest New Frontier for Innovation

Amy Sample Ward

As I’m sure many of you already know, much of this work, whether it’s building up the community, working on engagement, listening, evaluation, or anything else, relies on a strategy continues to come back around to the planning elements and through to evaluation, over and over. From listening, to creating to evaluating and then back to the listening again so that you can modify and then evaluate, and so on.

Counting on Success? Focus on Event Fundraising Analytics

Connection Cafe

The Italian mathematician Fibonacci wrote a book that popularized this revolutionary system in the 13th century; gradually Hindu-Arabic numerals began to replace Roman numerals for bookkeeping, facilitating the expansion of commerce and trade and, eventually, the rise of the modern financial system. However, by evaluating and working on improving key performance metrics, you can ensure that a great event is also a great fundraiser.

Finding a Nonprofit Partner: Who is the Right One?


Evaluate each nonprofit on the list and determine the best candidates. Further evaluation can be conducted on each partner after step 5) and once both sides have agreed to meet for the first time. Specific areas to evaluate are: signs of unmanageable financial problems, negative trends, or anomalies.

Technology and the Shift to Donor-Centric Fundraising

Connection Cafe

Technology facilitates smarter messaging, smarter asks, and more personalized experiences with our organization. With a rich and complete view of both our constituents and our outreach, we can set realistic goals, evaluate past outreach for trends and success, and identify targets in the pipeline as new potential donors. At bbcon 2015, some of the top minds in the nonprofit industry came together to present Big Idea sessions.

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Happy New Year: What’s Your Theme for the Year?

Beth Kanter

International Training Work: Most of my work is designing and delivering capacity building projects for nonprofits literally all over the world. This past year I had the honor of facilitating an intense training in Tunisia in January for Women Entrepreneurs that included leadership, entrepreneurship, business planning, and communications. I also designed and facilitated a nonprofit leadership institute at Pepperdine University.

Conversational Case Study: How Does Your Organization Vet Online Contest Opportunities?

Beth's Blog: How Nonprofits Can Use Social Media

Allison Fine and I have been working on an evaluation of the second America’s Giving Challenge. As part of the process, we are facilitating “Conversational Case Studies” that explore some of the themes that have surfaced from surveys. This case study explores how a small nonprofit, Students for a Free Tibet (SFT) , a contest winner in the first and second America’s Giving Challenges, is using social media effectively.

Reflections from Networked Nonprofit Workshop for Latin American NGOs

Beth Kanter

I just returned from doing two days of facilitating a Networked Nonprofit training in Mexico City with Oxfam Mexico and participants from offices throughout Latin America, South America, and Caribbean. I was lucky enough to be working with the digital strategy coordinator, Maria Rubi , from the Mexico office. She is not only fluent in English (and four other languages in addition to her native Spanish), she is also an excellent trainer and facilitator.

Happy, Healthy 2016: What’s Your Theme for the Year?

Beth Kanter

I also designed and facilitated a six month peer learning cohort with colleague Stephanie Rudat. Innovation Lab Facilitation : For the past few years, I’ve trained in and designed and facilitated innovation labs using the Luma Institute Methods. This year I facilitated several labs, including one for the Brainerd Foundation to rethink 21 st Century Advocacy. Facilitation, Curriculum Development and Train the Trainers. Happy New Year !

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Trainer’s Notebook: The Importance of Hands-On Learning

Beth Kanter

I always create a lesson plan, a more detailed agenda, that includes topics, bullet points, timings, processes, and materials, even if I am the only one facilitating the class. More importantly, after every class I facilitate, I do a debrief with students as part of evaluating the training. This combination of advanced planning and evaluation helps one continuously improve their instructional design.

Six Important Tips For Your IRS Form 990


List each consultant and their fee to facilitate this evaluation. Did you realize that your nonprofit’s IRS Form 990 is available to the general public? This is a big surprise for many nonprofit board members. Armed with this knowledge, a nonprofit misses a terrific opportunity to tell their story as fully as possible if they are not thinking strategically about how information is presented in this important document.

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Craigslist Foundation Boot Camp 2009: Don't Miss It!

Beth's Blog: How Nonprofits Can Use Social Media

My colleagues, Britt Bravo and Eric Leland are also facilitating a workshop about getting started with social media and Peter Deitz is talking about future technology. Organized around the theme "connect, motivate and inspire greater community impact," you will find a schedule and speakers with expertise on evaluation, governance, management, strategic planning and more! The 6th annual Craigslist Foundation's Nonprofit Boot Camp takes place on June 20th in Berkeley, CA.