Today's episode features Dr. Collette Portis, an award-winning business strategist, who joins Wendy to discuss the fundamentals of strategic planning in the nonprofit sector. They cover the importance of not trying to handle everything in-house, the roles and responsibilities of key participants, the necessity of hiring an outside expert, and essential preparatory steps before the first strategic planning meeting. This episode is the first of a three-part series on strategic planning, focusing on actionable steps and effective implementation.

Links:

https://linktr.ee/reddevelopmentgroup

https://amzn.to/42h8UiE - JUST Strategy By Dr. Collette Portis

https://amzn.to/4ntu1a9 - G.O.A.L.I.E. By Dr. Collette Portis

https://amzn.to/3ImXHXd - CEOs Finish Strong: Learn What’s Weakening Your Company by Dr. Collette Portis

SBDC - https://www.sba.gov/local-assistance/resource-partners/small-business-development-centers-sbdc

Junior League of Collin County - https://www.jlcollincounty.org/community/meeting-facilitation-services/

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

https://www.instagram.com/thenonprofitnook/

00:00 Introduction to Strategic Planning

00:35 Welcome to The NonProfit Nook

01:20 Introducing Dr. Collette Portis

02:11 The Importance of Strategic Planning

02:47 Defining Strategic Planning

03:54 The Role of Strategy in Nonprofits

07:40 Who Should Be Involved in Strategic Planning?

07:58 The Role of External Consultants

09:10 Engaging Different Levels of Leadership

13:28 Involving the Board in Strategic Planning

15:09 Strategic Planning for Small Nonprofits

16:19 Finding the Right Consultant

18:15 Funding Your Strategic Planning

19:13 Alternative Funding Sources

21:09 Utilizing Local Resources

21:48 Exploring Free and Paid Resources for Nonprofits

23:09 Preparing for the First Meeting with Consultants

24:24 Conducting Initial Assessments and Consultations

29:25 DIY Assessments for Nonprofits

31:42 Key Elements to Assess in Nonprofits

36:59 The Importance of Technology and Disaster Recovery

39:14 Conclusion and Next Steps

Mentioned in this episode:

Flodesk

In this episode of The NonProfit Nook, host Wendy Kidd talks with Shannon White, Founder and Executive Director, and Kim Hughes, Administrative Director of Grace to Change, a nonprofit outpatient treatment center in Collin County. Shannon and Kim share their inspiring personal stories and discuss the vital work their organization does to support individuals struggling with addiction. They highlight the services provided, such as intensive and supportive outpatient programs, free lifelong aftercare, substance abuse evaluations, and individual and family counseling. The conversation also touches on the challenges of running a nonprofit, the importance of community support, and ways for people to get involved, including meal donations, drives, and attending their annual gala.

Links:

https://www.gracetochange.org

https://www.facebook.com/gracetochangemckinney

https://www.instagram.com/gracetochangemckinney/

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

https://www.instagram.com/thenonprofitnook/

00:00 Introduction and Opening Remarks

00:23 Welcome to The NonProfit Nook

01:11 Meet Shannon White: Founder of Grace to Change

02:10 Meet Kim Hughes: Administrative Director of Grace to Change

03:29 The Journey and Mission of Grace to Change

04:41 Challenges and Success Stories

05:29 Services Offered by Grace to Change

06:12 Personal Stories of Impact

10:08 Community Involvement and Support

15:56 Understanding Addiction and Nonprofits

19:24 How to Get Involved and Support Grace to Change

22:38 Closing Remarks and Contact Information

23:09 Podcast Outro

Mentioned in this episode:

Flodesk

Navigating Bookkeeping for Nonprofits: Tips, Tools, and Best Practices

In this episode of The NonProfit Nook, host Wendy Kidd is joined by Kelsey Gleason, co-owner of Educated Bookkeeping, to explore the distinct challenges and strategies of bookkeeping for nonprofits versus for-profit businesses. They discuss the importance of understanding financial reports, customizing chart of accounts, and the significance of training and quality control for volunteer bookkeepers. They also cover practical tips on selecting a professional bookkeeper, using QuickBooks features like classes and projects, and highlight a crucial financial metric every nonprofit board should monitor. The episode aims to provide real tools and strategies to help nonprofit leaders and boards manage their finances more effectively.

Links:

https://www.educatedbookkeeping.com

https://www.instagram.com/educatedbookkeeping/

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

https://www.instagram.com/thenonprofitnook/

00:00 Introduction to Nonprofit Bookkeeping

01:28 Meet Kelsey Gleason: From Teacher to Bookkeeper

02:05 Challenges of Nonprofit Bookkeeping

05:03 Advice for Small Nonprofits Without a Bookkeeper

05:49 Training and Software Recommendations

10:27 Hiring a Professional Bookkeeper

18:59 Understanding Financial Reports

22:08 QuickBooks Tips and Tricks

26:33 Final Thoughts and Key Takeaways

30:37 Conclusion and Farewell

Mentioned in this episode:

Flodesk

Spotlight on McKinney Rotary Club: Service, Community, and Leadership

In this episode of 'The NonProfit Nook,' host Wendy Kidd interviews Stephanie Talley, the 2025-2026 President of the Rotary Club of McKinney. Stephanie shares her experiences and the impactful work of the Rotary Club, highlighting their community service projects, international aid, and commitment to diversity and growth. The discussion covers the Rotary Club's history, successful projects like the Bonnie Wenk Park All Abilities Playground and Direction 61:3 partnership, and ways people can get involved. Listeners will gain insights into the vital role of Rotary in community service and learn practical strategies to enhance nonprofit work.

Links:

https://www.mckinneyrotary.org/

@mckinneyrotary on Facebook, Instagram, and LinkedIn 

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

00:00 Flash Mob Presidential Kickoff

00:29 Welcome to The NonProfit Nook

01:16 Introducing Stephanie Talley

02:45 The McKinney Rotary Club: History and Impact

04:31 Stephanie's Journey to Rotary

05:51 Rotary's Community Involvement

07:28 Success Stories and Achievements

13:12 The Importance of Nonprofits

14:00 How to Get Involved with Rotary

16:20 Conclusion and Final Thoughts

Mentioned in this episode:

Flodesk

Maximizing Impact: Inside the Communities Foundation of Texas and North Texas Giving Day

In this episode of The NonProfit Nook, host Wendy Kidd converses with Heather Lothes, Donor Relations Officer at the Communities Foundation of Texas (CFT). The discussion focuses on the role and impact of CFT in North Texas, emphasizing its efforts to support local nonprofits and philanthropic activities. They delve into the details of North Texas Giving Day, a significant regional initiative designed to boost donations and awareness for local nonprofits. Heather shares insights on how nonprofits can maximize their success on this day and the ongoing support CFT provides throughout the year. Listeners are encouraged to participate and spread the word to enhance community support and philanthropy.

Links:

CFT Website: https://www.cftexas.org/

North Texas Giving Day website: https://www.northtexasgivingday.org/

Social Handles - CFT: communitiesfoundationoftexas, NTGD: northtexasgivingday

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

00:00 Introduction to Community Foundations

00:58 Welcome to The NonProfit Nook

01:42 Meet Heather Lothes

02:43 Understanding Communities Foundation of Texas

05:18 North Texas Giving Day: Origins and Impact

08:03 Maximizing North Texas Giving Day

11:44 Upcoming Events and How to Get Involved

14:05 The Broader Impact of North Texas Giving Day

15:22 Riding the Wave of North Texas Giving Day

16:34 Maximizing Success on Giving Day

17:41 Leveraging Your Network and Resources

19:38 The Power of Follow-Up

22:29 Beyond North Texas Giving Day: CFT's Year-Round Impact

22:40 CFT's Multifaceted Support for Nonprofits

25:28 CFT's Role in Community Crises

25:56 Conclusion and Final Thoughts

Mentioned in this episode:

Flodesk

In this episode of 'The NonProfit Nook,' host Wendy Kidd and guest Kendria Taylor, a learning and development expert, delve into the importance of creating a culture of feedback within nonprofit organizations. They discuss the definition and the significance of providing various types of feedback: reinforcing, redirecting, impact, and reflective. Kendria shares practical models such as the 'GOOD' model for effective feedback and provides strategies for personalizing feedback based on communication styles. The episode emphasizes that consistent, thoughtful feedback can build trust, enhance morale, and boost organizational performance. Kendria also offers listeners free tools to improve their feedback approaches, making this episode an invaluable resource for nonprofit leaders aiming to strengthen their teams and retain top talent.

Links: 

https://www.tg8solutions.com

https://www.instagram.com/thekendriataylor/

https://www.instagram.com/tg8solutionsinsight/

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

00:00 Introduction to Active Listening

00:23 Welcome to The NonProfit Nook

01:09 Meet Kendria Taylor

02:45 The Importance of Feedback

09:21 Types of Feedback

13:40 Developing Your Team with Feedback

19:14 The Importance of Ongoing Feedback

19:49 Creating a Culture of Feedback

20:25 Introducing the Good Model

21:54 Breaking Down the Good Model

24:21 Giving Feedback to Leaders

27:34 Understanding Communication Styles

30:31 Reflective and Empathetic Listening

33:16 Free Resources and Conclusion

Mentioned in this episode:

Flodesk

Spotlight on Community Champions: Kim Sanchez and the Impact of McKinney Little Free Pantry and Collin County NeighborHUB

In this episode of The NonProfit Nook, host Wendy Kidd welcomes Kim Sanchez, a philanthropist and founder of McKinney Little Free Pantry and Collin County NeighborHUB. Kim shares her journey from starting her businesses in 2005 to creating impactful community initiatives that aim to serve neighbors in need. Learn about the inspiration behind these projects, the challenges they face, and the unique solutions they offer, such as the anonymous food pantries and a future social services advocacy center. This episode delves into the importance of dignity and human interaction in social services, and highlights how Kim blends professional expertise with a passion for service to create real change in Collin County.

Links:

https://www.ccneighborhubmck.org/

https://www.mckinneylfp.org/

https://www.instagram.com/mckinneylittlefreepantry/

https://www.facebook.com/CCNeighborHub

https://thesanchezgroup.biz/sanchez-charities-llc/

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

00:00 Introduction to The NonProfit Nook

01:02 Meet Kim Sanchez: A Multifaceted Philanthropist

02:23 The Birth of McKinney Little Free Pantry

04:36 Expanding the Pantry Network

06:38 The Concept of Collin County NeighborHUB

13:19 Building the NeighborHUB: Partnerships and Progress

17:55 Challenges and Rewards in Nonprofit Work

22:18 How to Get Involved

23:37 Conclusion and Farewell

Mentioned in this episode:

Flodesk

In this episode of The NonProfit Nook, host Wendy Kidd speaks with Manuel Mesa, a seasoned nonprofit strategist and current president of the Dallas Chapter of the Association of Fundraising Professionals (AFP). Manuel shares his extensive experience in fundraising, the importance of building genuine relationships with donors, and details about AFP’s resources and membership. He discusses the Donor Bill of Rights and provides valuable insights into donor-centric communication. Manuel also shares touching personal stories, illustrating the deep connections he has made with donors and how these relationships have led to significant contributions. The episode concludes with practical advice on how nonprofits can enhance their fundraising strategies and a call to get involved with AFP for further support and networking opportunities.

Important Links:

https://afpglobal.org/

www.thephilanthropyblueprint.com

www.linkedin.com/in/manuel-m-11063276

https://www.bosslevelengaged.com/services-for-nonprofits-nonprofitnook

https://thenonprofitnook.com/

https://www.youtube.com/@BossLevelEngaged

00:00 A Personal Story: The Final Resting Place

00:17 Welcome to The NonProfit Nook

01:03 Introducing Manuel Mesa: Nonprofit Strategist

02:08 The Role of AFP in Fundraising

05:55 The Donor Bill of Rights

10:32 Building Donor Relationships: A Success Story

16:54 Key Takeaways for Nonprofits

19:31 Getting Involved with AFP

21:20 Conclusion and Farewell

Mentioned in this episode:

Flodesk

The NonProfit Nook – Teaser Episode Show Notes

Host: Wendy Kidd, Owner of Boss Level Engaged

About the Podcast:

Welcome to The NonProfit Nook, the go-to podcast for nonprofit leaders, board members, staff, and community champions who want to build stronger, smarter organizations and make a real impact. Hosted by Wendy Kidd, a business owner and nonprofit leader with over 20 years of experience, this show is your resource for honest conversations and practical advice.

What to Expect:

• Practical tips, real stories, and expert advice on nonprofit leadership
• Topics including board engagement, donor communication, budgeting, digital tools, and sustainable leadership
• Spotlights on amazing nonprofits in North Texas
• Inspiration and connection with local heroes making a difference

Who Should Listen:

• Executive Directors
• Board Members
• Nonprofit Staff
• Community Members interested in nonprofit leadership

Listen & Connect:

Episodes available on your preferred podcast platform starting August 26th, 2025.

Visit our website: www.thenonprofitnook.com

Follow us on social: @thenonprofitnook

Subscribe now and join our community of changemakers building better nonprofits, one episode at a time!