Other Consultating Services Supporting Materials

Articles and Booklets

• An Integrated Strategy for Nonprofit Success and Sustainability Read more…
  download booklet

This booklet outlines the importance of integrating organizational capacity, identity, and constituent outreach in achieving your organziation’s next level of success. The Integrated Strategy has enabled organizations of different sizes and stages of development to achieve powerful results and enhanced sustainability. (2007)

Workshops and Training

• The Executive Director & The Board President: Leadership Partners Read more…
  download overview and sample contents

This training focuses on how staff and board leaders can work together to articulate a vision and use it to focus efforts, organize and motivate personnel, and ensure adequate resources. Participants learn about their own leadership styles, enhance their leadership skills, and stregthen relationships with their partner.

• Building and Maintaining Effective Boards Read more…
  download workbook

The role and responsibilities of boards change as an organization matures. This workshop helps staff and board leaders understand the developmental changes boards experience, provides tools and resources to improve board effectiveness and satisfaction, and offers guidance for developing a board development and management plan.

Tools and Templates

• Board Development Activities download pdf
• Project Plan Template download pdf

Capacity Supporting Materials

Articles and Booklets

• An Integrated Strategy for Nonprofit Success and Sustainability Read more…
  download booklet

This booklet outlines the importance of integrating organizational capacity, identity, and constituent outreach in achieving your organziation’s next level of success. The Integrated Strategy has enabled organizations of different sizes and stages of development to achieve powerful results and enhanced sustainability. (2007)

Workshops and Training

• Creating a Sustainable Organization Read more…
  download workbook

• Using Organizational Analysis for Development and Growth Read more…
  download overview and sample training contents

Organizational analysis is a systematic, objective review of an organization to help it be more effective, efficient, and potent. This training presents an approach that has been used with hundreds of organizations and includes a step-by-step process and useful tools to undertake an organizational analysis.

• The Basics of Relationship Fundraising Read more…
  download workbook

The secret to successful fundraising is building meaningful, engaged relationships with supporters. This practical, how-to workshop provides critical techniques that are a must-have for any fundraiser, a sample fundraising plan, and several useful tools and templates.

Tools and Templates

• Fundraising Program Process Overview download pdf
• Sample Fundraising Plan Matrix download pdf
• Testing Your Event’s Feasibility Worksheet download pdf
• Board and Staff Roles in Fundraising Worksheet download pdf
• Sustainability Plan Outline download pdf
• Donor Communications Worksheet download pdf

Constituents Supporting Materials

Articles and Booklets

• Beyond Marketing: Becoming a Constituent-Centered Organization Read more…
  download booklet

Sophisticated organizations will want to shift their focus and become truly constituent-centered in order to be successful and sustainable. Beyond Marketing: Becoming a Constituent-Centered Organization by Shelli Bischoff-Turner shows how this powerful approach enhances your organization’s ability to create meaningful connections and realize the full potential of those relationships. (2010)

• Nonprofit Marketing with a Purpose: Developing a Strategic Marketing Plan to Engage New Audiences Read more…
  download article

If your job includes attracting members and volunteers, building awarenes for your cause, or raising funds, then this article is for you! This step-by-step, how-to guide will help you reach and engage your audience. It demonstrates how simple marketing concepts can be applied to nonprofits and provides several examples for the development of a basic marketing plan. (2004)

• Understanding the Audience: The Neighbours of Crowsnest Pass — A Case Study Read more…
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This case study summarizes the experiences of a group of conservation organizations that used a marketing approach to identify potential audiences, including how they determined which strategies would influence their audience to visibly support conservation. Their story demonstrates the how practical application of marketing develops support for conservation. (Oct 2003)

• Expanding Your Audience Read more…
  download article

As environmental organizations strive to engage new constituents, they confront the need to position themselves relative to a more mainstream audience. This article presents a framework for reaching new members, donors, and activists and case studies demonstrate how the framework has helped organizations make important strategic marketing decisions. (Jan 2004)

Workshops and Training

• Marketing: Increase and Diversify Your Membership, Participation, and Support Read more…
  download workbook

Tools and Templates

• Sample Marketing Plan Outline download pdf
• Sample Marketing Plan Matrix download pdf
• Marketing Mini Audit download pdf
• Marketing Plan Process download pdf

Identity Supporting Materials

Articles and Booklets

• From Strategic Planning to Strategic Positioning Read more…
  download booklet

Strategic positioning brings a more externally-focused and constituent-centered perspective to traditional strategic planning. This booklet outlines the reasons to consider strategic positioning and explains how to incorporate positioning into the strategic planning process. (2008)

• Expanding Your Audience Read more…
  download article

As environmental organizations strive to engage new constituents, they confront the need to position themselves relative to a more mainstream audience. This article presents a framework for reaching new members, donors, and activists and case studies demonstrate how the framework has helped organizations make important strategic marketing decisions. (Jan 2004)

Workshops and Training

• Strategic Positioning – the New Strategic Planning Read more…
  download workbook

Tools and Templates

• Strategic Planning Process Overview download pdf
• Strategic Plan Outline download pdf
• Sample Positioning Plan Outline download pdf
• Business Plan Process Overview download pdf
• Sample Business Plan Outline download pdf
• Conservation Planning Process Overview download pdf

We know that as a member of the conservation community, you are most likely committed to enhancing your skills, both for your own professional growth and to benefit your organzation. To support that effort, we are delighted to share our booklets, workshop handbooks, and other tools with you.

Please use these resources, let us know if you find them useful, and suggest changes or additions to this section.

If you don’t find something here that meets your needs, consider calling us to discuss your organization’s current situation. We are happy to talk with staff, board members, or committee volunteers and provide support to help you succeed. We do not charge for these types of calls you you are under absolutely no obligation to hire us.