Valuable Tools for Applications, Solicitations, Planning and Sustainability

Using Strategic Plan, Action Plan, Logic Model and Sustainability Plan in Your Organization to Reach Your Annual Fundraising Targets.

Cyndi MacKenzie
3 hours
1 pm ET
Language: English
CFRE - 3 Credits | GPC - 3 Credits

Overview

How many times has your organization gone through a strategic planning process, designed a logic model for a grant, or completed an action plan to then let them sit on the shelf and collect dust? This happens more frequently than anyone wants to admit, and there’s no nice way to say it- what a waste of time!! These are valuable tools worth a second look- so, let's do just that.

Strategic plans should be reviewed quarterly to see whether your agency is on track in achieving agency-wide goals. Action plans should be reviewed monthly to assure that those responsible for the activities in the plans are being accomplished. Logic models should be reviewed and disseminated as often as needed to assure that the assumptions, inputs, and outputs are still in line with the short, intermediate, and long-term goals. And, a sustainability plan should be utilized to assure the organization is assessing the outcomes of each strategy for efficacy and making modifications as needed.

These tools are all a part of internal controls that are necessary for optimal stewardship of resources awarded by the federal government, state entities, and foundations.

More funders are concerned about the infrastructure of the organizations they fund. They want to know whether your board is strong, your goals are thought out and detailed in a strategic plan that those responsible are identified, and a timeline is in place for achieving those goals. They also need to know what your plan is beyond their funding stream. It is called good stewardship and without it, you will not get funded.

Cyndi MacKenzie

Cyndi MacKenzie, a certified grant professional, has won over $22 million dollars in resources for her clients and has been teaching for six years. She has gone from full time employee to owning her own business and providing a full range of grant professional services to non-profits of all sizes in the United States over her thirteen-year career in this field. Cyndi will share her tips of the trade and tools that save her time and get to those winning proposals with humor. She has a wealth of knowledge that can only be gained by years of experience. As a Grant Professional Approved Trainer, a GPA Grant News contributing author, and a member of the Grant Professional Association, Cyndi keeps up-to-date on the latest research and understands the ethical dilemmas being faced in the field.

Session 1

Introduction: Time: 1:00 PM ET | 12:00 PM CT

Course Highlight:
  • The components of a strategic plan and accompanying action plan
  • What is the strategic plan used for?
  • Why a strategic plan is integral for all non-profit organizations?
  • Why a strategic plan should not sit on a shelf?
  • Examples of strategic plans and action plans.
  • Why you truly must have a 3-5-year plan that is a living, breathing document in your organization?
Who should attend:
  • Grant professionals at all levels of their careers
  • Directors
  • Board members
  • Chief operating officers
  • Grant managers
  • Grant consultants
  • Administrators
  • Financial officers
  • GPC
  • Office managers
  • Chief executive officers
  • CFRE
  • Directors of development
  • Grant assistants
  • Non-profit agencies
  • Community coalitions
  • Program directors

Session 2

Introduction: Time: 1:00 PM ET | 12:00 PM CT

Course Highlight:
  • A review of logic models
  • How logic models relate to the strategic and action plan?
  • Why so many grants ask for logic models?
  • The main uses of logic models.
  • How to convert the logic models into a case statement for solicitation purposes?
  • A one-page case statement taken from the information on the logic model for fundraising purposes.
Who should attend:
  • Grant professionals at all levels of their careers
  • Directors
  • Board members
  • Chief operating officers
  • Grant managers
  • Grant consultants
  • Administrators
  • Financial officers
  • GPC
  • Office managers
  • Chief executive officers
  • CFRE
  • Directors of development
  • Grant assistants
  • Non-profit agencies
  • Community coalitions
  • Program directors

Session 3

Introduction: Time: 1:00 PM ET | 12:00 PM CT

Course Highlight:
  • How to review the many items on the strategic plan, action plan and logic model by creating a sustainability plan
  • How to use the sustainability plan to:
    • Review whether outcomes are as expected
    • Determine efficacy
    • Assess if the program is reaching the goals
    • Analyze resources
    • Decide the steps to take to get on track
    • Explore possible adaptations to reach goals
    • Assess whether to continue the program or policy
  • The importance of sustainability beyond grant funds
Who should attend:
  • Grant professionals at all levels of their careers
  • Directors
  • Board members
  • Chief operating officers
  • Grant managers
  • Grant consultants
  • Administrators
  • Financial officers
  • GPC
  • Office managers
  • Chief executive officers
  • CFRE
  • Directors of development
  • Grant assistants
  • Non-profit agencies
  • Community coalitions
  • Program directors
GPC - 3 Credits
CFRE - 3 Credits

Frequently Asked Questions

 
  1. Where can a user access the Logic Model Course?

    Answer: The Logic Model Course is an online live course that begins from June 05, 2018. The course includes three live sessions, which will be hosted consecutively for three days from the starting date.

     
  2. What will a user get by subscribing for Logic Model Course?

    Answer: This course has three exclusive sessions on Logic Model, each spanning over 60 minutes. Every user will receive multiple assignments to work on, and quizzes to test his/her skill level and understanding of this course. Upon completion of this course, the user will get a certificate of completion, as well as 3 GPC credits and 3 CFRE credits.

     
  3. Where can a user access the Logic Model Course?

    Answer: The Logic Model Course is an online live course that begins from June 5, 2018. The course includes three live sessions, which will be hosted consecutively for three days from the starting date.

     
  4. Is the course available for purchase in DVD or on-demand format?

    Answer: Every customer will get 1-year access to the personal dashboard. Once the session is done, a recording for the same will be updated in the customer’s dashboard which he/she can access as per his/her convenience. This dashboard will also have all the conferences, assignments, the completion certificate, and more listed for use. The user can use their personal dashboard access to listen to any of these sessions as many times for next one year.

     
  5. For how long will the Logic Model Course be available?

    Answer: This course will be available for a period of one year (365 days) starting from the date of purchase.

     
  6. What is the system configuration required for this course?

    Answer: There is no specific system configuration needed for accessing this course. The only basic features a user needs to connect to this course are a Flash Player and a decent internet connection.

     
  7. Can multiple people use the Logic Model Course with a single purchase?

    Answer: One course is accessible to a single user only (per purchase).

    How can a user purchase the Logic Model Course?

    Answer: A user can make the payment towards this course through any of the following payment modes:

    • Credit Card
    • PayPal
    • Check, drawn in favor of CD Publications, and needs to be sent at the following address:
     

    CD Publications
    PO Box 933868, Atlanta, GA 31193-3868