In this episode, I walk through how Key Financial Indicators can serve as a high leverage navigational compass through the murky world of your financial health. Whether it's understanding your liquidity to seize new opportunities or measuring your mission's efficiency to ensure alignment with your values, KFIs are indispensable tools.

What You’ll Learn:

• The role of financial KPIs in navigating your business towards its financial health goals.
• How to leverage KPIs for strategic decision-making and budgeting.
• The importance of assessing liquidity, stability, fundraising efficiency, and mission alignment through KPIs.

Key Takeaways:

1. Financial KPIs are crucial for a holistic view of your organization’s financial health.
2. Understanding liquidity through metrics like Monthly Cash on Hand can significantly impact strategic spending and planning.
3. Stability KPIs, such as Reliance Ratios, highlight the risks associated with income concentration from a single source.
4. Fundraising Efficiency ratios are vital for evaluating the cost-effectiveness of fundraising efforts.
5. Mission Efficiency, including Program and Personnel/Benefits Efficiency, ensures that spending aligns with organizational values and objectives.

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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Over the past 25 years, I've learned that understanding the concept of leverage can mean the difference between sustainable growth and burning out.

In this episode, I explore three areas in which leverage is critical: evaluating your impact, leveraging your network and partnerships, and optimizing your use of resources. I share concrete questions every organization should ask itself in each of these 3 areas, as part of an organizational leverage self-audit process.

What Listeners Will Learn:

• How to conduct a self-audit to assess and enhance your nonprofit's impact effectively.
• Strategies for building and nurturing powerful partnerships and networks to amplify your mission.
• Tips for optimizing resource allocation to ensure maximum efficiency and impact.

Key Takeaways:

1. The importance of setting clear, measurable goals aligned with your mission and regularly reviewing progress.
2. The value of collaborative relationships and how to engage your network in supporting your goals.
3. Effective resource management strategies to align your nonprofit's efforts with its most impactful programs.
4. The role of technology and process optimization in increasing operational efficiency.
5. Creating a culture of continuous improvement and strategic thinking within your organization.

Step-by-Step Process:

1. Conducting the Leveraged Leadership Self-Audit:
   • Assess your nonprofit's mission alignment and goal specificity.
   • Evaluate your network and partnership engagement strategies.
   • Audit your resource allocation for efficiency and impact.

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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A CEO Day isn’t just about stepping away from the day-to-day tasks. It’s about stepping fully into a role that demands vision, strategy, and long-term planning.

In this episode, I share why dedicating time to think like a CEO can be a game-changer for your organization. From fostering a mindset shift from managing to leading, to ensuring every effort aligns with your overarching objectives, a CEO Day is your catalyst for growth, innovation, and renewed focus.

What You’ll Learn:

• The importance of a CEO Day for nonprofit leaders and solopreneurs.
• Practical steps to plan and execute an impactful CEO Day.
• How to align short-term actions with long-term organizational goals during your CEO Day.

Key Takeaways:

1. A CEO Day facilitates a crucial mindset shift from managing to leading.
2. Regular CEO Days contribute to personal and organizational resilience.
3. Effective leadership involves regular reflection, adaptation, and forward-thinking.

Step-by-Step Process for Planning Your CEO Day:

1. Frequency and Scheduling:
   • Decide on quarterly CEO Days or at least twice a year.
   • Schedule these days well in advance and ensure they're immovable to signal their importance.
2. Location:
   • Choose a location outside of your regular workspace to signal a mental and environmental shift, fostering fresh perspectives and strategic thinking.
3. Planning the Day:
   • Craft an agenda focused on vision casting, strategic planning, and tackling significant projects.
   • Identify concrete outcomes you aim to achieve during the day.
   • Prepare all necessary documents for review, ensuring a productive and focused CEO Day.

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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Do you ever wonder about the approaches someone actually takes to grow their organization’s budget, team, board and impact?

Like what strategies do they actually use to go from a $450K budget, a tiny team, and awesome but scrappy programs to a $2M budget a strong team, board, and impact that go along with that growth?

The answer is by using approaches to growth that are intentionally about increasing leverage. In this episode, I’m breaking down five of the most powerful organizational and leadership principles that leaders who take their organizations to the next level use to help them lead in a more leveraged way.

This is my second episode in this leveraged leadership series, and like the last one, it’s super concrete.

What You'll Learn:

• Discover the power of the Balanced Scorecard in evaluating and optimizing your nonprofit's performance across key areas.
• Unleash the potential of OKRs (Objectives and Key Results) to align your team's efforts with your organization's mission and vision.
• Learn how the RACI Matrix can streamline decision-making and enhance project efficiency within your nonprofit.

Key Takeaways:

• Implementing the Balanced Scorecard provides a comprehensive framework for assessing and improving organizational performance in finance, stakeholder satisfaction, operations, and growth.
• OKRs foster a culture of clarity and alignment, enabling nonprofits to set ambitious goals and track progress with measurable outcomes.
• The RACI Matrix clarifies roles and responsibilities, optimizing teamwork and resource allocation for enhanced project execution and decision-making.
• Embracing the Flywheel concept enables nonprofits to build momentum and efficiency by aligning and reinforcing their activities for sustained growth.
• Applying the Pareto Principle allows nonprofits to focus efforts on the most impactful activities, maximizing results with minimal resources.

Step-by-Step Process:

1. Balanced Scorecard:
   • Evaluate your nonprofit's performance across finances, stakeholder satisfaction, operations, and growth.
   • Use the insights gained to prioritize strategic initiatives and allocate resources effectively.
2. OKRs (Objectives and Key Results):
   • Define clear objectives aligned with your organization's mission and vision.
   • Establish measurable key results to track progress and ensure accountability across your team.
3. RACI Matrix:
   • Identify roles and responsibilities for each project or decision within your nonprofit.
   • Ensure clear communication and streamline workflow by defining who is Responsible, Accountable, Consulted, and Informed.
4. Flywheel Concept:
   • Align your nonprofit's activities to create a self-reinforcing cycle of growth and efficiency.
   • Fine-tune initiatives to minimize effort while maximizing impact, fostering sustainable growth over time.
5. Pareto Principle (80/20 Rule):
   • Identify the most impactful activities or resources that contribute to the majority of results within your nonprofit.
   • Focus efforts on these high-yield areas to optimize resource allocation and drive missi

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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I'm resharing one of my most popular podcast episodes: A fantastic conversation with Cindy Wagman,  Founder and President of The Good Partnership, best-selling author of Raise It! The Reluctant Fundraiser’s Guide to Raising Money Without Selling Your Soul, and host of the top-rated podcast, The Small Nonprofit. 

Cindy offers a mini-masterclass on how to build your fundraising team as your organization grows, before you have the budget for a full-time development director.  She shares: 

• Why it’s dangerous to hire a junior development person first, 
• How to figure out the type and level of fundraising support you need on your team
• What it means to hire a "fractional fundraiser,"  and
• The difference between a fractional fundraiser and a consultant.

Plus, Cindy breaks down how to know when you’re ready to build your team, what to look for in a fractional fundraiser, and how to integrate external development support into your team for maximum impact.

Links Mentioned

==> RAISE IT!: The Reluctant Fundraiser's Guide to Raising Money Without Selling Your Soul 

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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 Welcome to this week’s episode of the Nonprofit Mastermind Podcast! I'm your host, Brooke, and today, I’m thrilled to share an insightful conversation with one of my dearest friends and a true game-changer in the nonprofit world, Rachel Bearbower. As the founder of Small Shop Strategies, Rachel is a wizard in teaching nonprofit leaders the art of untangling complex systems to focus on what truly matters – nurturing relationships and boosting fundraising efforts. In our chat, we delve into the nuts and bolts of building effective systems in small nonprofits. We’ll explore Rachel's unique approach to time management, and her strategies for creating a harmony between digital and analog systems. Whether you're a seasoned executive director or a budding nonprofit enthusiast, this episode is packed with practical advice, relatable experiences, and a touch of farm life charm from Rachel's life in Iowa.


What the Listener Will Learn:

1. Strategies for reclaiming time and managing overwhelm in small nonprofits.
2. The importance of integrating digital and analog systems for optimal productivity.
3. Practical steps to simplify and organize tools and routines for better results.

Five Key Takeaways:

1. Time is a nonprofit's most valuable asset - effective time management can transform your organization.
2. Creating synergy between digital and analog systems can significantly enhance productivity.
3. The ‘Sunup and Sundown’ routines are essential for managing daily tasks and reducing decision fatigue.
4. Understanding your goals is critical before selecting and implementing any system or tool.
5. Simplifying processes and having clear systems in place can significantly reduce the stress of decision-making and task management.

Step-by-Step Process:

1. Identify Your Goals: Understand what you're trying to achieve before diving into system organization.
2. Baseline Your Current Systems: Assess your current tools, habits, and routines to understand your starting point.
3. Simplify and Organize: Determine what tools and systems are essential and eliminate or integrate the rest for efficiency.
4. Implement Sunup and Sundown Routines: Begin and end your day by syncing your digital and analog systems to reduce mental load.
5. Regularly Review and Adjust: Continuously evaluate the effectiveness of your systems and make adjustments as necessary.

Resources Mentioned:

• Small Shop Strategies: Nonprofit consultancy focused on system optimization. Visit Website
• Calendly: Scheduling tool for efficient meeting planning. Explore Calendly
• Asana and Notion: Project management tools to streamline tasks and goals. Asana, Notion
• Google Drive: Cloud storage solution for organizing and sharing documents. Google Drive
• AirTable: A flexible organization and data management tool. Discover AirTable

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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In this episode, I unravel the art of getting out of the daily hustle to carve out space for strategic visioning and impactful leadership. Join me as we explore how to harness 3 specific strategies for spending time on high leverage activities throughout your leadership journey, whether you're implementing them today or aspiring towards them as your future benchmark.

What You'll Learn:

• Elevating Productivity with Energy-Aware Scheduling: Understand how to align your tasks with your natural energy cycles to enhance efficiency and avoid burnout.
• Prioritizing with the Big Rocks Philosophy: Learn to identify and focus on your most crucial high-leverage objectives, ensuring that your key goals never get sidelined by the minutiae of daily tasks.
• Batching for Focus and Efficiency: Discover the technique of grouping similar tasks to minimize cognitive load and maximize deep work, propelling your leadership to new heights.

Key Takeaways:

• Energy Mapping for Optimal Performance: Recognize the different types of energy (physical, emotional, spiritual, psychological) and how to schedule tasks to match your energy peaks and troughs.
• The Big Rocks First Approach: Emphasize scheduling your mission-critical objectives before anything else to ensure they receive the attention they deserve.
• Batch Work to Reduce Cognitive Overhead: Group similar tasks to lessen the mental strain of switching contexts, thereby increasing focus and output.
• Intentional Scheduling to Guard Your Time: Be deliberate about your calendar to protect your high-leverage work times from interruptions and lesser priorities.
• Mindful Replenishment of Energy: Incorporate practices into your routine that renew your four types of energy, supporting sustained high performance.

Step-by-Step Process:

1. Map Your Natural Energy Flow: Identify when you're most productive for different types of work (creative, deep thinking, social interactions) and align your tasks accordingly.
2. Implement the Big Rocks Strategy: Determine your high-leverage objectives and schedule them into your calendar first, ensuring they are immovable priorities.
3. Batch Your Tasks: Organize similar tasks into dedicated time blocks to focus deeply and minimize the mental cost of task-switching.
4. Protect Your Scheduled Time: Adopt a mindset that prioritizes intentional scheduling and learn to say no or redirect inquiries to protect your focus time.
5. Replenish Your Energy Intentionally: Integrate activities that renew your physical, emotional, spiritual, and psychological energy, enabling sustained high leverage work.

Resources Mentioned:

• Leverage Playlist: www.brookerichiebabbage.com/leverageplaylist
• Leveraged Leadership Bundle
• The 7 Habits of Highly Effective People: By Stephen Covey, this book introduces the Big Rocks philosophy among o

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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This week is another quick strategy episode. I’m sharing a powerful strategic framework that organizations use to anchor and align their growth: Intentional Design.

What You'll Learn:

1. The difference between Referential & Iterative and Intentional Design approaches in strategic planning.
2. How to define and analyze your organization's focal problem for clearer vision and impact.
3. Steps to develop a Big Hairy Audacious Goal (BHAG) and align your activities with your Theory of Change.

Key Takeaways:

1. Understanding the two basic strategic approaches: Referential & Iterative and Intentional Design.
2. Importance of clearly defining the focal problem your organization aims to solve.
3. Insight into leveraging your unique understanding of the problem for strategic advantage.
4. Crafting a BHAG to guide your organization's strategic direction.
5. Developing a Theory of Change to choose the right strategies for impactful change.

Step-by-Step Process:

1. Identify the Focal Problem: Define the specific problem your organization aims to solve, in simple terms that a 10-year-old could understand.
2. Problem Analysis: Gain clarity on your unique insight into the problem and identify leverage points in the system.
3. Set a BHAG: Define what 'moving the needle' looks like for your slice of the problem.
4. Develop a Theory of Change: Determine the best strategies to achieve your BHAG, focusing on general approaches rather than specific activities.
5. Outline Activities: Once you have your approaches, decide on the specific activities within each approach.
6. Infrastructure Assessment: Evaluate what internal and external capacities, budget, staffing, networks, and systems are needed to scale your activities effectively.

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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In this episode, I’m thrilled to share my conversation with Farra Trompeter, Co-Director and Worker - Owner at Big Duck. Not only is Farra just delightful to talk to, every time I talk to her it’s like a masterclass in strategic brand building. She - and her colleagues at Big Duck - have been the go-to for nonprofit brand building for as long as I can remember. I used to devour their resources when I was an ED, because they helped me come to see my organization’s brand as more than just its logo and website. And that’s what we’re talking about today. We discuss how an effective brand - one that actually serves as a driver of growth and funding and impact - is so much more than your visual aesthetics. It’s about how you define and articulate your organization's identity, your impact strategy, and your daily practices. Farra dissects the elements of an effective brand and offers both practical advice for organizations of all budget sizes to enhance their branding efforts and excellent examples of what an effective brand strategy looks like in practice.

Enjoy.

What Listeners Will Learn:

1. The difference between brand, brand strategy, and branding, and their impact on nonprofits.
2. The nuts and bolts of developing a strong brand identity and strategy that resonates with your target audience.
3. Practical steps small nonprofits can take to improve their branding with limited resources.

Key Takeaways:

1. Branding is more than visuals; it's about crafting your organization's identity and perception.
2. A strong brand strategy aligns with the organization's goals and communicates its core values effectively.
3. Consistency in branding helps build recognition and trust among your audience.
4. Small nonprofits can benefit significantly from focusing on clear, strategic branding.
5. Regular brand evaluations can ensure alignment with organizational objectives and audience expectations.

Step-by-Step Process:

1. Elevator Pitch Exercise: Engage your team in describing the organization to gauge consistency and clarity in branding.
2. Materials Review: Assess current branding materials (print, digital) for consistency in color, imagery, and messaging.
3. Strategic Review: Revisit the organization's strategy and see how branding can support its goals.

Resources Mentioned:

• Big Duck: A strategic communications firm specializing in nonprofits. They offer services in branding, communications, and fundraising/outreach campaigns. Visit Big Duck
• Brandraising by Sarah Durham, Big Duck's founder: A book offering insights into nonprofit branding. Find the Book

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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In this week’s quick strategy episode, I dive into a pivotal mindset shift that revolutionized my approach to leading and coaching: the concept of 'WHO not HOW.' This idea isn't just a strategy; it's a growth catalyst, steering you away from mundane tasks and towards high-impact activities like visioning, strategy, and relationship-building.

What You'll Learn:

1. The importance of focusing on 'WHO' instead of 'HOW' in organizational leadership.
2. Strategies for delegating tasks effectively to facilitate growth and reduce overwhelm.
3. How identifying the right people for tasks can lead to more efficient and impactful work.

Key Takeaways:

1. 'WHO not HOW' is a powerful strategy for leaders feeling overwhelmed by tasks.
2. Delegating work to the right people is crucial for effective leadership and organizational growth.
3. Identifying the right people for tasks can lead to significant improvements in efficiency and impact.
4. Embracing this mindset shift can lead to more strategic and high-leverage work, such as visioning and planning.

Resources Mentioned:

• Jack Graham's Podcast Episode: A previous episode featuring discussions on smart growth and meaningful impact.

Want to work together?

Apply for the Next Level Nonprofit Accelerator, a high-touch coaching and training accelerator for established organizations that want a smart, powerful playbook for taking their growing organization to the next level.

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