24 June 2010

Development of organizational ends

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Development of organizational ends in the Policy Governance framework is the hardest part of policy development. Doing it right and well and completely and logically to answer what result for what recipient and at what relative cost is worth the effort as a tool that leads organizations to achieve what it should.

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21 June 2010

Lo que es Policy Governance

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Policy Governance es un conjunto comprensivo de principios integrados que, cuando se aplican de manera consistente, permiten a las Juntas de Gobierno lograr organizaciones responsables ante sus dueños.

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18 June 2010

~ Confucius

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"Our greatest glory is not in never falling but in rising every time we fall."

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11 May 2010

Asset-Based Community Development (ABCD)

My colleague, Terri Larson is presenting a workshop on Asset Based Community Development for Faith-Based Organizations.

May 19 – 20, 2010
Wednesday: 9 a.m. – 4 p.m.
Thursday: 9 a.m. – 4 p.m.

Templo Calvario CDC
2617 W. 5th St.
Santa Ana, CA 92703

Cost: $50.00 per person
(Price includes: workshop materials, continental breakfast and lunch)

REGISTRATION
Register on-line at www.kingdomcauses.org


Asset-Based Community Development (ABCD)
In many communities, churches and organizations attempt community transformation by asking what is wrong in the community, what has to be fixed. ABCD approaches community transformation by asking what is right, what is working and how can everyone contribute their skills and passion to make life better!

We invite you to join us for an engaging and interactive event where we will learn how to look at our community as places of great treasure! Training includes:

• Theology of Development
• Needs-Based vs. Asset-Based
• Social Service vs. Community Building
• Gifts of Individuals
• The Negative Power of Labels
• Gifts of Associations & Institutions
• Stewardship Role of the Local Church
• Discovering What People Care About
• Listening Conversations
• Community Transformation Model
• Role of Connector/Catalyst
• Setting the Table for Community Partnership & Collaboration
• The Community Organizing Process – ABCD into Action
• Asset-Mapping – Circles of Care
• Champions for a Stronger Community – Next Steps

25 April 2010

My workshop notes on how to form a nonprofit organization

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Can now be downloaded here. It is a pdf document and should download when you click here. 

01 February 2010

Advocacy, nonprofits, the Supreme Court Decision

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I pondered this question out loud a couple of times over the last week. Here is information from Alliance for Justice. More information on this and other advocacy issues and nonprofits can be found here. I pretty much figured this was the answer.

Question: Does the Supreme Court’s decision in Citizens United mean that a 501(c)(3) organization can now support or oppose candidates for public office?

Answer: NO.  501(c)(3)s remain subject to federal tax law’s absolute prohibition on intervening in an election campaign on behalf of or opposition to a candidate for public office.  Therefore, little will change for public charities and private foundations as a result of this opinion. For more information about what Citizens United Means for Tax-Exempt Organizations, see our report:  http://www.afj.org/connect-with-the-issues/citizens-united-overview.html.

If you have any questions about lobbying or other issues related to nonprofit advocacy, please call Alliance for Justice's toll-free technical assistance hotline at 1-866-NPLOBBY or email us at advocacy@afj.org.  

This is from Alliance for Justice's weekly Advocacy Digest. Further questions should be directed to them. I am not an attorney and nothing I say or put on this blog should be construed as legal advice.

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24 January 2010

New Topics for Workshop training and technical assistance for application

Welcome back!


2010 Workshop Topics

This is a partial list of topics and concerns that Capacity Partnership can address for your group or organization. Topics can be presented as training workshops or combined with a process to implement and integrate the content with your organization or church. Three of the topics are newly tested and received high evaluations from the participants.


  1. Nonprofit Basics:  through advanced Board Governance for nonprofit organizations: Good Governance—Leadership Excellence, Governance Matters, “Board Rooms Bar Fights and Beautiful Music—more of the later, less of the later”
  2. Nonprofit Basics: Strategic Planning—a road map for accomplishing organizational results and improving its capacity to do that better. Moving away from “strategic planning is stupid” to planning as a process to inform the life of your organization.
  3. Nonprofit Basics: Strategic Resource Development—finding the partners and resources to move toward your vision and fulfilling your mission.
  4. Nonprofit Basics: Navigate your Nonprofit Status, Discover the benefits and responsibilities afforded by a 501 (c) 3 tax exempt status
  5. Nonprofit Basics: Policies and Procedures: Clarify your organizational values with clear, written policies and procedures.
  6. Nonprofit Basics: Assessment and capacity building.
  7. Nonprofit Basics: Collaboration and Partnerships
  8. Nonprofit Basics: Financial Management and Systems. Financial literacy for people person who think they don’t understand numbers and dollars.
  9. Visioning. If you can you see your community, the people who live and work there in a new and better way there is a way of getting you there.
  10. Justice and Compassion Ministry for the Church. Does the Bible really say all that about the poor, the widows, the orphans and the strangers? Then how do we move to a response that will really help?
  11. Immigration and immigrants, Christian perspective. Christians at the Border: a biblical look at immigrants and immigration. Cristianos en la frontera: una mirada bíblica en los inmigrantes y la inmigración.
 


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22 January 2010

Organizational Transparency

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Some great thoughts here about transparency and a safe accountabilit from the CFO (Chief Euphoria Officer) at Ben and Jerry's.  For people who were in today's workshop on Policy and Procedure, this is a good follow-up on this topic and great question that came up during the Q & A.

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14 January 2010

Training events coming up [Updated]

Welcome back! Let me know if we can serve you through these training events.

Thursday, January 21, 2010, 9:30 am – 12 noon
How to Navigate Becoming a 501 (c) 3 
"Is 501(c)3 the Suitable Thing to be for your Entity?"

Find out the benefits of tax-exempt status under IRC 501 (c) 3. Determine whether, when and how to proceed with this important step. Discover what additional responsibilities, reporting and legal obligations come with this status. Participants will know how to determine the most advantageous status for their organization. Founders, board members, and directors will benefit from this workshop.

Friday, January 22, 2010, 9:30 am – 12 noon
Organizational Policies and Procedures
"Advantages of Well-considered Policies and Procedures"

What makes for clear and efficient expression of an organization's values? This workshop will demonstrate how a system of explicit policies and procedures can and should do that. Policies define why your organization exists and the difference it will make outside of its own walls. Policies and procedures provide guidance on how organizations treat people and handle money and other resources. Monitoring organizational behavior as an essential practice will be explored. Founders, board members, directors, new and established organizations will find this workshop helpful.

Glen Peterson has led and been a catalyst within grass-roots, community, and faith-based organizations in Miami, Chicago, Indianapolis, South Los Angeles, Pomona and other geographies. Glen has worked with immigrants, youth, parolees, recovery, and other specialized populations. He is passionate about transformation in people and communities across cultural, economic and social barriers. Organizational development expertise is in board governance function using Policy Governance®, strategic planning, resource development planning, economic development through traditional wage employment programs, self-employment and microenterprise, asset development and financial literacy programs. Capacity Partnership Group can help you with any nonprofit, community or faith-based organizational development or program need.

For the context of when and where and to whom this training is to be offered, click here.

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10 December 2009

Governance and Tax-Exempt Organizations

Welcome back!

Because of some behaviors of some nonprofit organizations, the IRS has published new guidelines for nonprofit organizations and new documents for examiners in the case you are being examined by the IRS. Take a look at those here. 

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IRS Offers Tips for Year-End Donations

Welcome back!

Individuals and businesses making contributions to charity should keep in mind several important tax law provisions that have taken effect in recent years. You can read more about that at the IRS website here. 

And here is a video:



And in Spanish:



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27 November 2009

Consulting Services Available Now

Welcome back! Updates to my resume and interests in consulting and self-employment


Summary
  • Project conceptualization to completion, management, compliance, evaluation, and communication strategy
  • Written communication and project reporting
  • Assessment of organizational and community needs, capacity building planning, coaching, mentoring
  • Outcome and asset mapping, community partnerships and linkages
  • Integration of Christian faith with compassion and justice, economic & community development, microenterprise, microfinance and workforce development
  • Board governance process and function using Policy Governance® model, board policy design
  • Nonprofit startup, strategic planning, program design, board recruitment
  • Experienced in faith based community development and nonprofit leadership
Recent Consultant Roles

Board Development and Governance Function Since 2003
• Focusing board on exchange it has with the world as outcomes and impacts outside of its own walls
• Implementation, training, monitoring, comprehensive governance model for boards
• Development of training materials, policy writing and monitoring tools

Organizational Growth, Program Design, Evaluation Since 2003
  • Designed and implemented community and economic development projects, workforce development
  • In depth organizational assessment, leadership mentoring, growth planning and management
  • Community development, partnerships and collaborations

Workshops & Teaching Since 1989
  • Designed curriculum, workshops for adults, evaluated results, and one-hour to multiple-day conference workshops all areas of nonprofit management, community development, immigration, mentoring
  • Classroom teaching, adult learning, workshops, public speaking—board governance process, board development, economic development as microenterprise, financial literacy and fiscal management, resource development, fund raising strategy


Professional History

World Vision Southern California Metro Los Angeles and Pomona, CA
Program Manager 2006-2007
  • Managed $875,000 project to provide training, coaching, and technical assistance
  • Designed a sub-award program including competitive application process, application evaluation, completion
  • Assessed, mentored leadership in community organizations in south Los Angeles and Pomona
  • Communicated results to internal and external clients, including US government partners

Mennonite Economic Development Associates Los Angeles, Miami, Chicago, Indianapolis
Regional Manager 2003-2005
  • Managed a $3,750,000 project to increase capacity of 40 organizations in 5 in the USA.
  • Planned organizational development strategies with leaders of community and faith-based organizations.
  • Designed grantmaking program, evaluated applications and made award decisions.
  • Monitored and evaluated progress of capacity building projects with organizational clients and consultants.
Job Starts, Inc. Los Angeles, CA
Executive Director 1989-2004
  • Designed and implemented faith-based microenterprise, workforce development, financial literacy, and Asset Development programs to improve the economic wellbeing of families in south Los Angeles.
  • Developed linkages with businesses, financial institutions and community partners to reach mutual goals and outcomes
Education
Master of Divinity, Denver Seminary, Denver, Colorado
Bachelor of Arts, InterCultural Studies, Biola University, La Mirada, California

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14 October 2009

Board Governance All-day Workshop October 17, 2009 in Whittier, CA

Welcome back!

Good Governance—Leadership Excellence

A Workshop in Policy Governance®

Saturday, October 17, 2009
9 AM – 3 PM; Lunch included
Whittier Area Community Church [WACC]
8175 Villaverde Dr., Whittier, CA 90605

“Boards: Bar Fights, and Beautiful Music: how to avoid the one, and make lots of the other”

A workshop in board governance for nonprofit and community benefit organizations, we will examine the practical usage of a comprehensive model of board governance. This is not best-practices in the sense of increasing the board’s busyness. We will look at the foundational work of the board—the work that no other group of volunteers can be expected to do.

A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.

As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.

A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. Lunch is included. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.

For more information call Glen at 562/400-4739.

Your ideas matter here! Please leave a comment.

02 October 2009

Good Governance—Leadership Excellence--Workshop, October 17, 2009, Whittier, CA

Welcome back!

"Boards, Bar Fights, and Beautiful Music: how to avoid the one, and make lots of the other."

Saturday, October 17, 2009; 9 AM – 3 PM; Lunch included. Whittier Area Community Church, 8175 Villaverde Dr., Whittier, CA 90605

A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. There are 3 job outputs that a board of directors must accomplish that no other group of volunteers can. Do you know what those are? You will if you attend this workshop. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.

As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.

A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.

Board Governance is the job of the group granted full accountability and full authority for value produced on behalf of those who morally if not legally own the organization. It is the servant-leadership work of the highest and initial authority within the organization.

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22 September 2009

Board Governance All-day Workshop October 17, 2009 in Whittier, CA

Welcome back!

Good Governance—Leadership Excellence

Saturday, October 17, 2009; 9 AM – 3 PM; Lunch included. Whittier Area Community Church, 8175 Villaverde Dr., Whittier, CA 90605

A board of directors needs to know its job and have the right tools. The job of governance is about values, vision, empowerment of both board and staff, and the strategic ability to lead leaders. This workshop looks at how a board of directors brings added value to a new organization. The workshop is designed as an introduction and to help everyone from beginners to veterans.

As workshop participants, board members and staff leaders will gain an appreciation of leadership through governance; define the roles of management and board distinct from one another; identify the unique job outputs of the board; and learn how to avoid meddling and "rubber-stamping" by boards.

A nominal fee of $50 for the first person from an organization and $20 for additional persons from the same organization will be charged. WACC will provide scholarships for Whittier organizations that serve the poor or disadvantaged of the community.

Your ideas matter here! Please leave a comment.

17 July 2009

8th Annual Foundations & Corporations Roundtable

Brought to you by:

Southeast Communities Prevention & Intervention Programs, Inc.
EXECUTIVE SUPPORT NETWORK
8th Annual Foundations & Corporations Roundtable
You are invited to join us as we meet and build relationships with foundations and Corporations

SAVE THE DATE:
Thursday July 23, 2009
Foundations & Corporations Invited:
John Gogian Foundation Vineyard Bank
Union Pacific Rail road Annenberg Foundation
Crail Johnson Foundation
Guest Speaker : Jim Clarke, Mayor’s Office Stimulus money for Nonprofits

LOCATION: California Endowment Foundation
1000 N. Alameda Street, ( Mojave Room )
Los Angeles, CA 90012
TIME: 8:30 – 9:00 Registration & Breakfast

Guest Speaker Jim Clarke, Mayor’s Office: 9:00 - 10:00
Stimulus Money for Nonprofits

Funders Panel: 10:00 – 11:00
One on one visits with Funders 11:00 – 12:00

Registration deadline July 20, 2009 space is limited
Early registration $ 75.00
On Site registration $ 90.00

For additional information contact: Eddie Mae Williams at (323) 290-3593 or emaewilliams@scpip.org

Breakfast Served


Also on Facebook.


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26 April 2009

Your Meeting Problem

Welcome back!

I have told people that if there is no agenda published for a meeting that includes clear objectives that require a meeting, then I will assume the meeting is canceled.

Here, Seth Godin, gives more good ideas for meetings, including a full refund if not completely satisfied.

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