What’s Stopping You?

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What would it mean to your nonprofit if it could accomplish
all the goals in its strategic plan?

Imagine the impact on the communities you serve if there were no roadblocks to fully achieving the mission of your organization.

Well, what’s stopping you? What is stopping, or at least slowing, your nonprofit’s ability to accomplish its goals and in turn, change lives?

Chances are, it’s a combination of external and internal factors.

I experienced this challenge first-hand working in the nonprofit sector for 30 years; from direct care to case management to the Executive Director of a large nonprofit in Chicago – and everything in between (you know, that ‘Other duties as assigned clause’).

The work to be done is overwhelming, and resources are often scarce. Our society has long expected the nonprofit sector to solve large-scale problems out of the goodness of its heart, with a limited budget, and often little appreciation for the measurable impact.  Thankfully, there continues to be much progress toward changing these outdated constraints.

So far, I’ve talked about factors ‘external’ to your nonprofit, but what about factors ‘internal’ to your organization that are wasting precious resources like time, money, and expertise, and hindering your ability to achieve your strategic goals? I’m talking about factors that are quite possibly within your control.

Ask yourself:

  • Are you frustrated because you and your colleagues regularly work 50-60 hour weeks and yet never seem to get ahead of the workload?
  • Are you discouraged by the number of important projects that become unorganized, over budget, behind schedule, or even stall completely?
  • Do you struggle to inspire your employees or other stakeholders to embrace the changes that will enable your nonprofit to prosper and grow?

There’s no doubt you’re passionate about the mission and you’re working hard, but successful nonprofits are continually asking themselves if they’re putting their limited resources to the best possible use.

I’ve studied nonprofit performance for many years and have built my business around helping nonprofits ‘accelerate the work that matters most.’ Through my work now in 28 states and parts of British Columbia, I often hear variations of this statement, “Donna, I agree that there are probably ways we can, excuse the cliché, work smarter not harder, but where do we even start?”

If they’re ready to get started, I work with them to assess their organization’s strengths and challenges in three areas and from there, the priority actions usually become clear.

The first area to assess is operational efficiency – the ways you’ve completed your work in the past may no longer serve you as your organization continues to grow and evolve.

Remember the fax machine? It was revolutionary – at the time – but it’s not of much use to us today. What other outdated tools or processes might you be hanging on to that are actually slowing you down? Why do we do it this way? Because we’ve always done it this way…….

We also look at the degree to which the organization’s procedures and processes are written down, updated regularly, and accessible to its employees in a variety of formats. The knowledge of how the actual work is accomplished is an organizational asset and if it lives in only a couple of people’s heads:

  • It is very risky because of how easily that knowledge can walk out the door and be gone, and
  • It significantly slows the process of training employees, when they can only access the information they need to do their jobs by chasing their coworkers for conversations in the hallway.

 

Finally, we’ll also take a critical look at whether you’re using technology as fully as is practical for your organization.

The second area to assess is your nonprofit’s ability to manage and complete its various projects such as events, new programs, and even each of its strategic goals.

Regardless of the size of the project, there are proven project management tools and techniques, and some of them are actually quite simple, that can be scaled up or down to keep your projects on track to achieving the desired results.

The third area for assessment, which actually spans both of the first two areas of operations and projects, is readiness for change.

There are a host of reasons why we resist change and a significant amount of study in this area. There’s a saying, ‘People resist change until the point when not changing becomes too painful.’

Ideally, your employees and other stakeholders will embrace needed changes and move forward together, but more likely, some will have trouble understanding why change is necessary and might even resist if not guided thoughtfully through the change process.

I’ve given you just a few examples of common challenges that can be solved.  I’ll leave you with the thought that every week, month, or year you wait and allow inefficiencies and other known internal roadblocks to continue at your nonprofit, compounds the wasted resources (time, money, and expertise) that could have been put toward mission-critical work.

If you’re interested in learning more about how to identify and get rid of the internal barriers to accomplishing your nonprofit’s mission and goals, take a look at my website for these and other resources you might find helpful.

Better yet, contact me, and let’s start a conversation about how I can help you get started!


Donna Catalano, MS, PMP, with Eastlake Solutions, provides project management consulting and fractional COO services focused on helping nonprofit organizations maximize their results through streamlined operations, successful project management, and ongoing professional development for their teams and leadership.

Are You READY to SET and GO?

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Tips for Hitting the Resume Button on Stalled Projects

Even our best project planning did not consider having to hit the pause button for several months due to an international pandemic. How many of your organization’s projects have been in limbo, with no clear picture of when, or if, they can be started again?

Think about your organization’s stalled projects. Did you have new program initiatives underway? A capital campaign scheduled to begin? A hardware/software installation ready to implement?

You may still be in survival mode, just trying to maintain the most basic of your services or operations, but now is the perfect time to develop your organization’s strategy for getting your projects back on track.

Consider these three project management techniques to get your projects READY and SET, even if they’re still temporarily paused:

Have Priorities Changed?

Let’s presume you won’t have the resources to restart every project at once – spend time now deciding which projects will be treated as a priority. Is opening that new program still mission-critical or greatly needed to increase/diversify revenue? Do you have obligations to funders, regulators, or stakeholders that need to be met? As basic as it sounds, a side-by-side listing of each and every ‘project’ your organization has on-hold could provide a clear picture for ranking the immediate and secondary priorities.

Is the Scope of Each Priority Project Still Clear and Detailed?

Now is the time to revisit the scope of each project – are the key deliverables, tasks, and sub-tasks still detailed and clear? In the project management world, this Work Breakdown Structure (WBS) is critical for organizing the team’s work into manageable pieces. Opening a new program site, for example, involves hundreds of tasks and sub-tasks. Does your original project plan contain enough detail or is an additional breakdown of the activities needed? (Accurate budgeting and scheduling also depend on a detailed and comprehensive activities list.) The time you spend now reviewing and adjusting the full task breakdown will position you for a faster start and helps minimize scope creep as the project gets underway again.

A Little Scenario Planning Goes a Long Way

Your project’s schedule and resources may still be unknown, but you are in the ‘ready’ position because you have a comprehensive breakdown of your project’s scope, tasks, and sub-tasks. The Triple Constraint in project management shows that a change in either scope, schedule, or resources will result in a change to one or both of the other variables.

Keep in mind that the job of the project manager isn’t to prevent changes to the original project plan, but rather, to anticipate changing circumstances and manage them as they present themselves. Scenario planning now, while your projects are on hold, will help you develop options for possible changes and risks based on impact and likelihood.

  • Does your project still have a hard deadline even though it has been paused for several months? If so, the scope of the project may need to be reduced or resources (money, people) may need to be increased to still meet the original deadline.
  • Could the original funding be reduced, or will some team members need to be assigned to other priority projects? If so, you may need to reduce the scope or extend the schedule to accommodate the reduction in resources.
  • Has the need for the project increased even more, perhaps as a result of the pandemic? Expanding the scope of your project to address increased need will require corresponding changes to the timeline and resources needed for successful completion.

 

With a little planning today, you can be READY to SET and GO tomorrow! Even if the when is still unclear, having the what and how outlined will position your priority projects for a strong (re)start and a successful finish.


Donna Catalano, MS, PMP, with Eastlake Solutions, provides project management consulting and fractional COO services focused on helping nonprofit organizations maximize their results through streamlined operations, successful project management, and ongoing professional development for their teams and leadership.

The Nonprofit Overhead Myth is Dying a Slow (but Steady) Death

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It happened to me again last week…… I was chatting with a friend (who I consider a dynamic business professional) and the topic of nonprofit management came up. I sensed a familiar statement coming, and then, sure enough, he said, “I always make sure that a nonprofit has low overhead before I consider donating to them.”

Yikes….. Despite steady education efforts over the last several years by the likes of The National Council of Nonprofits and Guidestar, our society still has a way to go toward understanding that nonprofits are businesses with the same overhead expenses as most for-profit businesses. The National Council of Nonprofits is doing a great job of promoting the fact that ‘operating a charity is not free (gasp!). It costs something to deliver a nonprofit’s mission.  In their piece, “(Mis)Understanding Overhead,” the National Council of Nonprofits makes the argument that we rarely question a for-profit business’s need to pay for insurance, accounting, utilities, marketing, technology, building maintenance (the list goes on…), so it’s time to stop pretending that nonprofit organizations don’t have these same valid expenses.

I’ve compiled a few of my favorite resources to help as you consider your next charity donations (two powerful videos and a great FAQ sheet):

  • Dan Pallotta’s Ted Talk titled, The Way We Think About Charity is Dead Wrong is well worth 18 minutes of your time. One of the many strong points he makes is that when the focus is on direct vs. indirect costs, nonprofits are rewarded for how little they spend, not for what they get done.
  • The Human Services Council of New York hits the (sad) nail on the head with their video, What If Pizza Shops Were Funded Like Nonprofits?Don’t let the humor in this video mislead you – anyone who has worked in the nonprofit sector has surely experienced some variation of this situation.
  • If reading FAQs is more your style, check out Overhead Myth – FAQs compiled by GuideStar, BBB Wise Giving Alliance, and Charity Navigator for clear and detailed facts about nonprofit overhead.
  • Now you’re ready to join the movement to dispel the overhead myth which has constrained nonprofits for too long. Spread the word!


    Donna Catalano, MS, PMP, with Eastlake Solutions, provides project management consulting and fractional COO services focused on helping nonprofit organizations maximize their results through streamlined operations, successful project management, and ongoing professional development for their teams and leadership.

Leading Successful Projects

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If you’ve ever taken advantage of the workshops for nonprofits in Colorado, sponsored by the Community Resource Center, you already know about the value they provide to your organization.

I’m excited to be presenting for CRC again – join me for Leading Successful Projects and learn how to keep your nonprofit’s projects on track from start to finish with practical project management tools and techniques.

Leading Successful Projects – Learn More and Register Here 

Date: Tuesday, September 17, 2019 – 9:00am-noon
Location:
Colorado Collaborative for Nonprofits
789 Sherman Street
Denver, CO 80203

So Many Projects, So Little Time

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Nonprofit organizations can easily identify an unlimited number of worthwhile projects, but there are many actions the nonprofit leader can take to protect against initiative overload.

The best results come from focus,
not from trying to ‘do it all.’

Focus, in this case, means that new projects and activities aren’t added to the portfolio without regard to priorities or available resources. This doesn’t necessarily mean your nonprofit has to say no when new needs or opportunities arise. Instead, you should use a disciplined process for deciding how new projects get added and have a clear understanding of when it becomes necessary to hit pause or delete on others.

What’s on the Plate and How Did it Get There?

Much of your nonprofit’s day-to-day focus is dictated by the urgent and important needs of its stakeholders. Add in strategic goals, program goals, business goals, plus regular operations, and it’s no wonder that the full scope feels overwhelming.

What is your process for deciding what gets on your nonprofit’s ‘plate?’ For example, you would never leave a strategic planning session agreeing to implement 100 different goals – even if each of them had merit on its own.

If you’ve ever used a Pros & Cons list to help make a decision, you’re familiar with the concept of scoring models. Using a scoring model might seem like a dry textbook exercise, but there is significant value for organizations of all sizes to regularly look at everything they are trying to accomplish side-by-side, at least conceptually, and compare apples to apples.

Possible measures for your scoring model could include:

  • Risk vs. reward
  • Resources needed
  • Reasons in support of the project
  • Return on investment

Your organization’s project portfolio contains both existing and future projects and is constantly evolving – as projects are completed, you are in a better position to make decisions about the next priority projects to begin.

Being Honest About Resource Allocation

One of the leading causes of project failure is under-estimating the resources needed for completion. In the nonprofit sector, where budgets are tight and team members wear many hats, we’re tempted to act as if we have unlimited hours in the week.

When making capacity decisions, there is a big difference
between feeling and knowing what is possible.

Quantifying (in total hours) how long projects and activities take allows us to make better decisions when planning workloads and upcoming initiatives. Time tracking can be cumbersome at first, but gathering real data on how our teams are actually spending their time provides valuable information.

For example, a painting contractor routinely collects data from previous jobs, such as the number of hours and amount of materials needed depending on the size of each home, and makes scheduling decisions for upcoming jobs accordingly.

Consider beginning with tracking (collective) time spent on regular activities such as attending meetings, preparing status reports, and service documentation and billing. Build from there to track total hours spent on bigger projects such as events and program development.

Over time, your organization will have a collection of useful data to not only help with future planning, but you will also be able to identify ways to create everyday efficiencies as well.

Knowing When to Hit Pause or Delete

Making more time for important activities involves deciding when to hit pause or delete on others.

When you look at the full scope of your organization’s work, do you see a large number of unfinished, or languishing, projects?

Redirecting resources (time and energy) away from current projects to address crises or take advantage of new opportunities is a regular part of nonprofit leadership. At the same time, having a process for adjusting the priority levels of existing projects (pause or delete) is necessary to avoid sabotaging the entire portfolio of projects and activities.

Having too many projects in limbo (not officially paused or removed) eventually affects team productivity and morale when everything is expected to be treated as having equal priority.

So Many Projects….. and a Plan for Success

Consider the full scope of your organization’s work.

  • To what extent do you use data to manage workloads and allocate resources?
  • Do you use a defined process for evaluating and adjusting the priority levels of new and existing projects and activities?

By focusing your attention and resources, you’ll protect your organization and its teams from initiative overload and still accomplish its urgent and important work.


This article was originally published in Nonprofit Colorado magazine in March of 2019.


Donna Catalano with Eastlake Solutions provides consulting services focused on helping nonprofit organizations maximize their results with streamlined operations, successful project management, and ongoing professional development for their teams and leadership.