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Welcome!
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Excellence Academy
Session IV
Source: This Is Pawsome
Welcome! C LASS OF 2022 Source: This Is Pawsome Session IV - - PowerPoint PPT Presentation
Welcome! C LASS OF 2022 Source: This Is Pawsome Session IV - - PowerPoint PPT Presentation
E XCELLENCE A CADEMY Welcome! C LASS OF 2022 Source: This Is Pawsome Session IV Excellence Academy Welcome C LASS OF 2022 Todays focus: Surviving and thriving in a pandemic Session IV Excellence Academy Progression C LASS OF 2022
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Welcome
Today’s focus: Surviving and thriving in a pandemic Excellence Academy
Session IV
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Progression
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Layers of learning
Session IV
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Warm-up
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Imagine an animal!
Session IV
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Warm-up
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Imagine an animal!
Session IV
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Owls!
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Here’s something to know about owls Excellence Academy
Session IV
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Session IV
Rapid recap!
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Messaging
Be creative and compelling!
*Source: irs.gov
Excellence Academy
Session II
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Messaging
Use images to grab attention
*Source: irs.gov
Excellence Academy
Session II
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Evolution
What level of organization are you?
*Source: irs.gov
Excellence Academy
Session II
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Community ecosystem map
What resources surround you?
*Source: irs.gov
Excellence Academy
Session II
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Impact matrix
How can you make an impact?
*Source: irs.gov
Excellence Academy
Session II
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Mayo jar
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What do you prioritize?
Excellence Academy
Session IV
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People
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What’s good to know about managing staff and volunteers?
Excellence Academy
Session IV
Flory’s stories
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Reopening tips
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*Source: irs.gov
Excellence Academy
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Reopening safely
*Source: irs.gov
Excellence Academy
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Back on Track Indiana Plan
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*Source: irs.gov
Excellence Academy
Session IV
Reopening safely
Centers for Disease Control Guidelines
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*Source: irs.gov
Excellence Academy
Session IV
Reopening safely
Centers for Disease Control Guidelines
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*Source: irs.gov
Excellence Academy
Session IV
Reopening safely
Other ideas
1. Develop, implement, maintain, and revise a plan. 2. When cleaning solutions are not available, use alternates (1/3 cup of bleach added to 1 gallon of water, or 70% alcohol solutions). 3. Close or restrict common areas. 4. One-way walkways 5. Continue virtual meetings.
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Session IV
What does your organization plan to reopen or start offering between now and late June?
Reopening safely
Discussion
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How do you convey to the public services you will (or won’t) provide, the availability of your team, access to your building, etc.? Push back?
Reopening safely
Discussion
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Short-term sprints
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Short-term sprints
Get the mechanics in place Excellence Academy
Session IV
Select, define, and activate
- nline tools,
communication norms, reporting policies, safety and hygiene, working hours, confidentiality, cash handling, file security, and more
1
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Short-term sprints
Observe and interpret life situations across your stakeholders Excellence Academy
Session IV
2
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Short-term sprints
Observe and interpret life situations across your stakeholders Excellence Academy
Session IV
Plan your engagement with each stakeholder in terms of which types and amounts of guidance, independence, and direction; encouragement and recognition; socializing and teamwork; safety precautions and provisions; and physical nourishment and rejuvenation each stakeholder needs at this time.
2
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Short-term sprints
Understand your finances Excellence Academy
Session IV
3
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Short-term sprints
See how long your reserves will last Excellence Academy
Session IV
3
Cash + Cash Equivalents + Accounts Receivable
- (Restricted Cash + Restricted Receivables)
Expenses for a Typical Month
[ ]
= Months to Survive Without New Income
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Short-term sprints
Project upcoming cash flows Excellence Academy
Session IV
3
Opening cash balance
+ Receivables collected + Contributed support + Earned revenue
- Personnel outflows
- Operating outflows
- Capital outflows
= Cash available + Line of credit available
= Closing cash balance
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Short-term sprints
Create scenarios to calibrate scale and scope Excellence Academy
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4
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Short-term sprints
Create scenarios to calibrate scale and scope Excellence Academy
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4
Scenario If this happens… Our resources will grow or shrink as follows… In which case our course of action is to… Defensive Balanced Optimistic Opportunistic
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Short-term sprints
Renew your organization Excellence Academy
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5
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Short-term sprints
Renew your organization Excellence Academy
Session IV
5
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Short-term sprints
Excellence Academy
Session IV
4
Strategy What this activity looks like Preparations we need to enact this activity smoothly How the nature or scale of our impact will change Reopen
Open a facility we had closed
Redesign
Change the way a service functions
Reconfigure
Change the structure of our team and other resources
Reassign
Shift our services to another
- rganization
Renewal
5
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Short-term sprints
Excellence Academy
Session IV
4
Strategy What this activity looks like Preparations we need to enact this activity smoothly How the nature or scale of our impact will change Reduce
Do something in a shorter or smaller manner than before
Remove
Stop doing something we’d been doing before the virus hit
Reassure
Help stakeholders see how they will be okay after these changes
Reunite
Reconnect with supporters and clients to strengthen our resources
Renewal
5
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Session IV
Fundraising
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Fundraising
Make giving easy and relevant Excellence Academy
Session IV
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Fundraising
Trends Excellence Academy
Session IV
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Fundraising
Trends Excellence Academy
Session IV
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*Source: irs.gov
Excellence Academy
Session IV
Fundraising
Tips from the IU School of Philanthropy
1. Stay the Course – keep in touch and communicate with your institutional and individual donors. 2. Be knowledgeable of and able to discuss the new provisions in the CARES Act with donors. 3. Recognize and communicate the vital role that your
- rganization, as well as others, play in serving the
public good.
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Fundraising
Understand and engage your supporters Excellence Academy
Session IV
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Fundraising
Commercialize to stabilize Excellence Academy
Session IV
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Fundraising
Share stories Excellence Academy
Session IV
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Fundraising
Show compassion Excellence Academy
Session IV
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Session IV
Reflection
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Looking ahead
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What future awaits in the mist?
Excellence Academy
Session IV
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Excellence Academy
Session IV
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Have a Hoot!
Soar with wisdom each day!