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Ten Essentials for 2010
  • Spend more time pursuing future success than reflecting on past failure. 
  • Create a team that shares your vision - in word and action. 
  • Seek to change behaviors not people.  Allow lessons from both. 
  • Stop talking about creating a donor culture - and just do it. 
  • Document evolution and the path you take for excellence. 
  • Select partners that have something to offer. 
  • Be open to difference.  Iron does indeed sharpen iron. 
  • Leave a legacy by your day to day actions. 
  • Simplify your to do list - create an ultimate not-to-do list.
  • Ask from others only what you are willing to do yourself. 
Pursuing Excellence with...
The Boner Center
CICOA Aging and In Home Solutions
Community Cancer Network 
Community Housing Network 
Emberwood
Hoosier Oncology Group 
PrimeLife Enrichment Inc. 
Purpose of Life Ministries 
The Tamarindo Foundation, Inc. 
 ALlyd Articles  
Sunday, 05 April 2009
     I had the opportunity to facilitate a tri-board planning session last week, over 50 individuals attended.  I was reminded in the midst of the session about the value of volunteerism.  I was surrounded by individuals that had been connected in one way or another to a shared mission to impact the lives of older adults and those with disabilities.  The board members were diverse in age, ethnicity, commitment level and professional background, yet they were all actively involved and in attendance  
    During hard economic times many agencies will avoid the planning process and opt to eliminate the expense of a trained facilitator.  There are, however, tremendous benefits to using this time to assess organizational direction, solidify core commitment levels and analyze the insight and feedback of core stakeholders.  A facilitator is not the only way to accomplish this task, but they can be a significant asset in the experience.  A facilitator is charged with interpretation of data.  A good facilitator is creative, skilled and effective at engineering processes that yield the quality and quantity of data that executive teams need to plan in an efficient and significant way.  This is not the season to avoid strategic planning.  This is indeed an important season to plan an operational, governance and development strategy that works. 
     Strategic Planning experiences come in a variety of formats and benefit from diverse frameworks; they can also be a key component of a leadership retreat or board orientation process.   Many organizations ask for tips and recommendations regarding the development of a quality planning process, in pursuit of a collective experience that avoids the trap of stale ice breakers and ineffective SWOT analysis conversations. I suggest that there are core considerations that can serve to guide any organization in how to move forward in excellence: 

1. Review the previous strategic plan for what has worked in the past, and what has failed in the past.  Many organizations view planning as a cyclical obligation with very little impact on day to day operations.  A successful strategic planning process should result in a framework for board leaders, executive staff and volunteers to achieve the mission of the agency.  Avoid past mistakes by evaluating the process that has been used in the past.

2. Limit the planning timeframe to 3 years.  5 year plans are rarely able to withstand the environmental changes within our communities, leaving many tasks and assignments undone.  Prioritize objectives for timelines that mirror the board terms, staff longevity and committee activity levels.  Accountability is easier to achieve when stakeholders and partners can see visible change in shorter intervals of time.

3. Consider a trained facilitator or independent technical assistance provider.  While someone within your organization may have planning or facilitation skills, their participation limits their ability to fully participate in the process.  An outsider observer has the responsibility of evaluating information, solidifying data and building on facts and figures vs. a connection to individuals and previous experiences.  References and examples of prior experiences are helpful in establishing the natural trust required to develop an effective process. 

4. Consider alternative planning approaches that build on your current strengths and organizational prowess.  The Strategic Planning process doesn't have to be isolating, boring or uneventful - if it is done correctly.   Ask possible vendors to document their process, share references, and openly develop an upcoming program opportunity. 

5. Allow enough time for active conversation and clarity.  Planning meetings that are scheduled with existing board meetings or committee dates can foster a difficult environment to truly focus and foster results oriented sessions.   A minimum of 6 hours offers a good starting point for evaluation purposes.  

As our society changes the need for planning remains critical.  The capacity of an organization to respond to organizational and environmental change impacts its ability to remain competitive and fulfill its commitment to the community.  Now is the time to prepare for the challenges that rest ahead of us.  Those that survive will be dedicated to excellence, fulfilling a thoughtful plan for the future.  That plan should be exist in multiple forms, including a succinct format where team members can easily track the tasks, timeline and evaluation measures that will guide them.  Here's to your planning success!  


POSTED BY: Aimee Laramore AT 08:15 pm   |  Permalink   |  E-mail this
Monday, 14 January 2008
I work hard to keep a somewhat open mind in the election process; I have voted for both Democratic and Republican candidates since gaining the right and responsibility to select leadership for local and national offices.  Yet, I have recently found myself a bit obsessed with the gender and racial politics of the 2008 Campaign.  During the last 6 months I have made a number of $25 donations when I have been moved by a potential candidate, speech, or position.  Yet, within the last week or so the campaigns have lost their direction.  We have become the unwilling witnesses to political self destruction as we see mud slinging, defensive plays, offensive counter attacks and the like - in the name of politics.  The real heart of the issue - intentionally or unintentionally - the election has lost its focus.

The same thing tends to happen for many non-profit agencies.  Born out of a commitment to a vision or mission almost anyone could support, many agencies lose sight of their full destiny when it comes to raising resources, engaging board members, reaching out to the broader community and asking people for their support.  We sometimes miss the window for opportunity to connect to others because the focus is one what everyone else (or every other non-profit competitor) is doing.  If I had just $1 for every time I heard a reference to what everyone else is doing, I'd be independently wealthy.  The challenge for agencies is to focus on what they do well, and then to connect to people who have an interest in their work, their target audience, their success or their future.  This at its core is the key to true fundraising.

I start many interviews by telling people what I can not do.  Someone might challenge that approach to building my own client base.  I think it starts a relationship on a necessary note of honesty.  I am not a miracle worker.  I have learned as much about development from my failures as from my successes.  The reality is- I have a great deal of both.  At this stage in my career, the successes are slowly starting to out distance the failures. In 15 years of development, I am more convinced than ever that the time consuming basics are what work.

Let's take a few lessons from the campaign trail:

1. Focus on your message.  A jack of all trades and master at none has little steam in the race for funding.

2. Connect people to your journey, not your destination.  A successful non-profit agency is defined in part by how they handle adversity.  If a group represents itself as an example of perfection, there is no reason for the average person to join the team.  A good non-profit agency is always developing its team - the staff, volunteers, board members, target audiences, funders and clients that make it possible.  Development is a process and stakeholders do well to understand that it takes time.

3. Ask for support, in manageable amounts, often.  I am  happy to work with an agency to pursue a $1 Million dollar donor, but I haven't found endless amounts of those in my career.  I have been fortunate to meet and work with a few really incredible donors - and each one, each planned gift, each endowment -  started with a gift of a much more modest amount.  The true task of development is to build a base of modest donors, and to then grow and cultivate that committed base.

4. Minimize distractions.  Much like the role of the media in the presidential election, there are many third party distractions when running a non-profit agency.  Focusing on the daily tasks that lead to the objectives and goals of an agency requires the ability to put first things first. The implication is clear, some things on  We have to face human limitations and real life time and capacity constraints.

5. Acknowledge mistakes and move forward.  No candidate in the 2008 election will be perfect, we know that without any additional insight or research.  Likewise, the mistakes that come about when running an agency are numerous - mistakes in staffing selection, reporting, service, acknowledgment of donors, you can name them endlessly.  Life is defined not by how often you fail, but how often you get up.  I have issued my fair share of apologies and there are times when you can do nothing but acknowledge you missed the mark.  The opportunity rests in being able to say - I'll admit my mistake and share with you how I can do this differently.   I am able to learn from my missteps.  This is an important less in development, but an even more important lesson in life.

There is great joy in raising resources for non-profit agencies, but it starts with raising the capacity of groups to manage expectations, relationships and broad support.  Here's to a year of decisive efforts to make the best selection of resources that can shape the work that we do.   Choose your team, and your focus, wisely.
POSTED BY: Aimee @ ALlyd AT 12:57 pm   |  Permalink   |  E-mail this
Sunday, 30 December 2007
There is no magic wand in fundraising.  I wish there was.  I don't know of any magical solutions to answer the questions that have been posed by non-profit agencies for the 15 years that I have worked in development.  Yet, I remain optimistic about the fundamental process of development.  Why? Because good development is built one step at a time.  Strategic and thoughtful development practices work.

Over the years I've developed thicker skin as it relates to asking for money.  I have easily been told no as many times as I have been told yes.  At the point that I realized that my role was simply to connect people with the opportunity to support work that changes our community - I realized that there need not be sadness when people make other choices.  Assuredly, I wish every request resulted in more resources.  There are many many agencies that do tremendous work each year.  The role of development, however, is to provide opportunities to connect people with a way to express their concern, desire and commitment to the community.  Offering that opportunity is more pleasure than pain.

Occasionally, I will walk into a training or a workshop and someone will comment that they should all hold onto their wallet.  Not true, not true.  That statement is more of an advertisement that the person is ready to give.  When I walk into a room I'm not talking about giving money at all.  Often, I'm asking a few key questions.

1. What do you want your legacy to be?
2. What values do you hold most dear?
3. What evidence do you have that local agencies are working on the issues that matter most to you?
4. Would you be willing to listen to a brief interactive presentation about the challenges in our community that you care the most about?

For people who don't care, the equation is easy.  Those individuals usually head to the exit, or start filling out their grocery list early in our time together.  For those who are truly interested in their legacy, they recognize the tremendous opportunity and responsibility their personal resources in ways that make a difference - ways that have the potential to change lives.  Fundraising, at its best, connects people to the things that matter most to them.  The opportunity to invest - via time, talent, and treasure - matters not only to the potential recipient, but first and foremost, to the donor.  Many people recognize philanthropy as an investment in what matters most in life, especially for those who sacrifice to make the gift.

When an agency thinks about the role of development, it should also think about relationships.  How often are people offered the opportunity to grow in relationship with your agency?  Often, non-profit agencies have not because they ask not.  Fundraising is essentially the practice of asking diverse people for financial support.

If I did have a magic wand, it wouldn't work much differently than the time tested practice of growing individual donor relationships.   Exactly how does that happen?

1. Work intentionally to attract People, Attention and Resources for the agency.
2. Share the successes of the agency - via stories, newspaper articles, testimonials and demonstrated successes.
3. Leverage relationships of existing stakeholders - staff, board members, volunteers and members.
4. Ask for support - specifically, often and with a purpose.
5. Demonstrate gratitude and results.
6. Grow existing support through a tiered approach of reaching first time donors, retaining existing supporters and leveraging the gifts of long-term donors.

Maybe, systemic development, has a little long-term magic afterall.
 
POSTED BY: Aimee A. Laramore AT 10:35 pm   |  Permalink   |  E-mail this
Wednesday, 13 June 2007
The world of fundraising and development is one of the most interesting sectors in non-profit management.  I have been surprised upon occasion to have someone ask, "Why do consultants get paid so much?"  I believe the question itself displays a lack of understanding as many consultants are challenged to effectively price their services.  Hourly rates are rarely seen as comprehensive coverage for time, expertise, insurance, operating expenses, supplies, technology, communication....and the list goes on.  Everyone I know has at least 1 horror story about the never ending project where your hourly rate should have rivaled minimum wage, but when all was said and done, it didn't even rise to that level. 

So, the question becomes - "How can a consultant effectively price their services?"

I believe that a good consultant has a demonstrated track record with successes and failures.  Often times we learn as much from our mistakes as we learn from our demonstrated strengths.  Equipped with a strong track record, you must also consider that all of the time spent to impact a client does not necessarily qualify as "billable time."  The fundraising standard dictates that you do not take a percentage of dollars raised and further, payment based solely upon the success of a proposal or campaign is equally unethical.  When you invest your time, expertise and network of resources you are due payment regardless of outcome.

Providing insight into your background and expertise is extremely important.  At nearly every interview I have had someone has asked if I have always been a consultant.  No.  I believe that real life, full-time experience is worth its weight in gold when helping people to understand the basis for your philosophy and approach.

I have made the decision not to accept contracts on an hourly basis.  Have you determined your bottom line? Over the years I have found that the investment of time is only one aspect of the full equation. I prefer to base my services on a monthly retainer agreement, with clear deliverables, outcomes and expectations on both myself and the client.  I invest more time in research, editing, preparation, analysis and cultivation than can be reasonably billed.  The principle that you work harder for yourself than you ever do for someone else is certainly true as a consultant, you are forever tweaking and honing your skills to be more effective. The client is not responsible, however, for your personal tweaking!

Here are my tips for how to price a project:

1. Estimate your targeted annual income based upon education, years of experience, expectation of benefits, etc.  After years in the industry, most consultants have a clear understanding of what they could command as a full-time employee, fully engaged in their level of expertise.  Divide your projected annual income by 12, to determine your monthly income goal.  Divide your monthly income goal by the total number of hours you work in month and create a range based on the the diversity of projects and tasks that fit within your skill base.

2. Research rate and salary surveys for your area of the country.  Work that may demand $175/hr. on the West Coast will not command the same rate in the Mid-West where the cost of living is lower, even though gas prices our out of this world!

3. Determine your bottom line threshold.  Based upon your operating expenses, what must you add to your hourly rate to cover both your salary and operating expenses.

4. Price expenses and administrative support services in a reasonable fashion. Although expenses and additional costs are common, plan your work and contract around your strategy for success.  Identify and detail all known expenses while preparing a small contingency for unexpected obstacles and issues.  If you are slippery with fees your credibility and  reputation are on the line, for your client and each individual associated with the project.

5. Create standard pricing for basic service levels.  Clients do not want to guess where your prices fall in comparison to other consultants for a project.  Be prepared for standard requests, reserving the right to adjust costs based on project scope.

6. Determine loss leaders effectively.  There are times when a consultant takes on a project at a lower rate because of the experience, the stakeholders involved or a particular interest and passion for the cause.  Be careful not to undervalue services, by being honest and succinct about the basis for your proposal, rate drop, etc.  Request documentation for donated service established up front.

Best Wishes as you set the course for your contributions to a dynamic industry.  I know from experience, quality consultants are not a dime a dozen, in fact, a satisfied client will let you know, they are worth their weight in gold.

Aimee A. Laramore 2007
POSTED BY: Aimee A. Laramore AT 02:15 pm   |  Permalink   |  E-mail this
Tuesday, 12 June 2007
Volunteers provide valuable service and support to local businesses, non-profit agencies and organizations throughout the country.  The ability to match volunteer labor with meaningful experiences is often overlooked and undervalued.  The potential volunteer is as diverse as our society – and requires the care, support and handling of the valuable commodity that they represent.  Volunteer labor while being valuable and unique, requires investment.  Advanced preparation and planning is essential to crafting a positive experience.  It is better to have 3 fully engaged and invested volunteers – than 30 non-interested bodies that provide labor.  Quality agencies recognize the difference.  

As a fundraising principle, people equal resources.  Volunteers are capable of attracting other people, resources and investments that staff does not have the time and often personal strengths and access to attract.  The golden rule comes into most every conversation about volunteers – you want to treat people how you expect to be treated.  The basic steps of how to begin that process are outlined below.  What could you do if you had someone on payroll – highly skilled, highly motivated, highly concerned about your mission….and it does cost you – preparation, planning and a shift in culture?  Are you read to engage in true volunteer management?

Volunteerism at A Glance
10 Topics to Consider – BEFORE VOLUNTEERISM STARTS

1. What is the introduction/engagement process with the agency?   

First impressions are lasting impressions – and it takes more time to correct problems, than it does to plan for opportunities. (What does the volunteer initially experience when they contact the organization?  What is the chain of communication and protocol?  Does everyone within the organization have an equal chance of getting the “volunteer greeting assignment” right?)

    a. How do volunteers learn about your agency and its work?
    b. How do volunteers meet core staff and build new relationships?
    c. Who does the initial interview and screening for volunteers?
         i. Does the agency obtain critical information at first contact:
         ii. Name
         iii. Mailing Address/Email
         iv. Phone Number
         v. How were you referred to the agency
         vi. What types of activities are you interested in/skills?
         vii. What amount of time are you willing to donate?
    d. What connection happens to sustain relationships w/the agency/department?
    (What if there is no project or opportunity in the initial week or two of the call?)
    e. What written paperwork is completed in advance of initial communication?

2. What screening needs to take place for basic volunteer work? 

(As with any group, there can be both good and bad volunteers. How are people within the organization
protected from potential outsiders – as well as, how are volunteers protected from one another?)
   
    a. What background checks are completed?

What is being done to protect the staff and clients when new individuals enter the work environment?
Staff members must examine where in the budget is there space to include the additional costs/investments that are associated with volunteers?

    b. What type of policy/procedure is in place?
    c. What is done for staff members to be aware of a 3rd party being in the midst?
    (Safety, purse safety, credit card safety, phone codes, entry codes, office keys, etc.?)

3. What is the Volunteer Job Description?
   
    a. Who writes the job description?
    b. At what point are volunteers provided the job description?
    c. A core understanding must exist between the volunteer and the agency. 
   
When a person feels that they are valued and necessary, they raise their performance to the standard of the agency. Communication is key in this regard, as it requires staff members and volunteers to communicate about what is expected and what is provided, as a result of the inter-dependent relationship.  Volunteer job descriptions should not be avoided.  

4. How are volunteers acknowledged/thanked/recognized?
   
    People universally want to know that they are appreciated.  This however, does not mean that superficial
    recognition experiences have to be created.  What are the natural and basic efforts of the agency to let
    volunteers know their worth.

    a. What are the daily perks?   (refreshments, soda/coffee, snacks, air conditioned office, etc.)
   
    b. What are the accommodations that can be made? 

Volunteers will naturally have differing interests and abilities, and will require different levels of support to effectively contribute to the organization.  Please consider office access, space, room to complete the task, access to a computer/email, long distance phone calls, internet, etc.)
   
    c. What support services can be provided? ( transportation, lunch stipends, etc.)

5. What would you like to do as a volunteer – if you were to help any other agency 1 day a week?

Mail volunteers are great!  Yet, every volunteer doesn’t aspire to serve in this capacity.  When you examine your own strengths, what could you personally do to help another group?  Start there.  When we as staff members recognize the potential value of skilled support, there are much more interesting and intriguing projects and assignments to be created.  

    a. How could your skills be applied?
    b. What basic tasks are beneficial – that anyone could do?
    c. What mentally engaging and stimulating tasks can be complete?
    d. What functions require the handling of delicate information, cash, receipts, credit card numbers, etc.?
   
    e. Think about the projects you want to do but never have the opportunity to do.
   
Volunteers provide the necessary attention to detail and passion about the work to complete needed projects.  Simple ideas for personal tasks include: handwritten cards, scrapbooks, documentation files, professionally preserved media archives, shredding, filing, follow-up calls to individuals for any reason, questionnaires to previous supporters, re-organizing office supplies/file/disks/etc., taking art from the office to be framed, purchasing gift card thank you’s for any task to be included in personalized thank-you or motivation cards, etc.

6. What activities are available for volunteers who have – 3 hours to give, 1 hr. 3 x’s a week, one day to give, one day each week to give, once a month, summer/seasonal, upon specific request? 

Divide tasks in a way that makes sense to employees – and capitalizes on different audiences.  (When is the last time the office was thoroughly cleaned, tables, fridge, etc.?  If someone is willing to do that – does it add value to the agency?  Is there a display that could be made to benefit the agency?  What skill/need matches can be made?)

7. Training Volunteers – GIGO Mentality at its core

If it isn’t worth the investment to train volunteers, they aren’t necessary within the organization.  That’s it.

8. Volunteer Recruitment - How are You Reaching Potential Supporters?  – Through the media, university, core volunteer entities such as United Way, paid programs such as Americorps, AARP retirees, senior centers, professional associations, loaned executive programs, etc.

Skilled volunteers exist, and any organization has valuable lessons to teach and offer.  Volunteer recruitment although largely by word of mouth – is a deliberate activity that requires time, investigation and organization.  If there are tasks that require a greater level of investment, who is best able to pursue those skills and opportunities.  What will the agency invest to compete for the most qualified volunteers?  

9. Group Engagement – Are you ready for "Surprise" volunteer groups?  Preparation for Done in A Day activities (local companies, employers, professional “adoption” of non-profit agencies, etc.) is essential for an agency of any size.  As you seek the support of the local community, be prepared when groups or businesses reply.
 
Done in a day projects have pro’s and con’s.  If the activity itself isn’t a high priority task – the retention and cultivation of volunteers should be.  People who participate in a 1 day project have endless potential.  They are capable of sharing their experience with others, making a donation, soliciting their company for future help and serving as a volunteer as an individual.   People attract other people.  To that end – done in a day projects should be proactive in nature.  

If a business called you today – what could they paint, plant, clean or restore to make a difference for at least one family.  They may not have a long-term impact on the cause….but the opportunity does indeed exist.  Opportunity and Preparation must meet at the same time to convert these often labor intensive staff planned experiences into much, much more.

Other things to consider for effective use of “Done in a Day” programs:
    A. Media Coverage
    B. Photo Moments
    C. Letter Writing Campaigns    
    D. In-Kind donations from local businesses
    (refreshments, signage, music, radio coverage, public relations, public awareness, etc.)
    E. Challenge days – getting a second business to match the support of one group.

10. Ongoing Evaluation and Assessment – Are you preparing for the long haul?
Reviewing what works for volunteer impact and agency success, in order to make volunteerism an integral part of the agency.

    Volunteerism is not a destination it is most assuredly a journey.  Each staff member must be engaged to
    make an impact on the experience for those who donate their time.  Volunteers statistically are the warm
    audience for becoming donors, long-term supporters, and those most responsible for getting the word
    out. The importance of volunteers has to be seen in how each level of staff recognizes the support. 

    The ultimate benefits are not just for the agency – people are self-motivated by what they receive from
    their experience.  It is the job and responsibility of everyone involved to make the experience one of
    quality and impact.  The process for doing that is defined and refined, by people who understand the  
    power of people along the way.

 Aimee A. Laramore 2007
POSTED BY: Aimee A. Laramore AT 11:14 pm   |  Permalink   |  0 Comments  |  E-mail this
What Clients Have Shared
“Aimee consulted with CICOA in the development of our current strategic plan. In this capacity she facilitated a series of stakeholder meetings, led a planning retreat of the agency's volunteer and paid staff leadership, and worked with the strategic planning committee to interpret findings, develop the planning documents and identify effective measurements of key outcomes. Aimee has excellent communications skills. She is highly effective in coordinating group discussions and soliciting meaningful input from others. She brings a fresh perspective and focused energy to the process. She is a good steward of agency resources and delivers a quality product. I would recommend her to other organizations that are considering a strategic plan or operational review.” 
November 10, 2009 ~ Orion Bell, President CICOA 

 “Aimee served as the development director for our human service agency and because of her great work with us we do a better job of connecting with donors and supporters. I'd happily recommend her to anyone who wants to get better at securing the resources needed to make the world a better place.”
 
November 11, 2009 ~ John Ziraldo, Lighthouse of Oakland County 

“I found Aimee to be a bright articulate consultant who engaged staff, board and leadership in a process to develop new organizational, strategic & fund development plans. Aimee was superb at engaging staff as well as board members in the process and getting buy-in for the process. She is a straight forward person and upfront about some people not always liking that. It was refreshing for us at EmberWood Center, especially me. Our relationship also included some executive coaching and that has been very helpful to me as my postion as President has been transitioning.” 
November 5, 2009 ~ Vince Failla, President Emberwood Center (formerly Community Addiction Services of Indiana) 
 
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