Fast Decisions | Non-Profit Efficiency

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Tactics

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The Tactics

Tactics are how we implement The Values. They are practical tools and techniques to improve your organization.

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Strategy

1 Day Mission Workshop 7S Strategy Bias for Action Mission, Vision, Values, Plan Mission Creep & Focus Planning is Guessing Well Porter’s Five Forces Shared Values Strategic Inflection Points Scenario Planning

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Execution

5 Day Sprints BCG Growth-Share Daily Lineup/Standup Definition of Done Design Thinking Process Disagree and Commit DMAIC - Define Measure Analyze Improve Control Empathy Training Evaluating Resources Using VIRO Expectation Mapping Ideation & Brainstorming Needfinding PDCA - Plan Do Check Act Public By Default Refactoring Single Source of Truth Value Chain Working Backwards

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Brand & Communications

Brand Strategy

Archetypal Branding Aspirational Identity Brand Identity Building a Great Pitch Deck Building a Personal Brand

Public Relations & Storytelling

Clarity Over Cleverness Public Relations StoryBrand Crisis Preparedness

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Decision Velocity

Agency Cross-Functional Collaboration Delegation DRIs - Directly Responsible Individuals Great Meetings Operational Transparency OODA Loops Prioritizing Decisions Push Decisions As Low As Possible Single Threaded Leadership Asynchronous Work Breaking Bottlenecks Documented Workflows Informal Communication Low-Context Communication The Leader-Leader Model “Video Everything” & Working in Public Tool Prioritization When to Use Consultants

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Resources

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People

Leadership

A Letter to the Executive Director Crying at their Desk Build Trust Conflict Resolution Don’t Rescue GROW Coaching Structure Leaders Should Crush Mutineers Starbucks Exercise VIEW Conversations Always Acknowledge the Elephant in the Room Visualization

Culture

Assume Positive Intent Collaboration Guidelines Culture and Team-Building Disrupting the Blame Game Organizational Culture Overview Performance Management*Psychological Safety Structuring Effective 1:1 Check-Ins

HR Processes

Board and Governance Firing Hiring Process Measuring Employee Retention*Onboarding Parkinson’s Law*

Donor Obsession

Principle: Donor Obsession

Anticipatory Service Attention to Detail Consistency Know Your Donor/Guestology Lateral Service Mystique Database Personalization Wow Factor

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Cash

Basic Fundraising Techniques

7.5 Steps of Fundraising Annual Fund Asking Building a Fundraising Plan Supporting a Fundraising Board

Building a Great Pitch Deck

Building a Fundraising Team Creating a Case for Support Donor Psychology Donor Obsession Fundraising Strategy and Planning Grantwriting The Major Gifts Machine Measuring Fundraising Metrics Mid-Level Giving Myths about Asking for Money One Sentence Mission Prospecting Qualifying Stewardship and Recognition Storytelling in Fundraising Capital Campaigns Direct Mail Fundraising*Corporate Sponsorships*Fundraising Events Government Funding*Growing Donor Lists*Monthly Giving*Online Fundraising*

Advanced Fundraising Techniques

Active Listening A Spiritual Practice of Fundraising Building Community Building a Donor Collaborative Culture of Philanthropy Donor Advised Funds Frugality Wins*Healthy Fundraising Ratios Lapsed Donor Strategy*Network Theory and Relationships*The Rise of the Robo-Grantwriter Phone Fundraising*Raising for Operational Support*Raising for Crisis Relief*Planned Giving Sales Process Securing Donor Meetings Understanding Your Money Story

Budgeting and Finance

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Data

Data-Driven Outcomes

Consistent Cadence

Due Dates Over Scope

Using XmR Charts

Measuring Employee Retention*

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Feedback

Retrospectives/After Action Reviews*

Kaizen / Continuous Improvement

Transparent Feedback and Radical Candor

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Templates & Tools

Notes on Business Philosophy

Impact Investors

Book Recommendations

Operational Health Assessment (Text)

Philanthropy Resources Web Resources