The Sustainability Mindset E-Book

Steve Zimmerman

• Herausgeber: John Wiley & Sons
• Kategorie: Fachliteratur
• Sprache: Englisch

Seitenzahl: 278

Veröffentlichungsjahr: 2014

Beschreibung

The Matrix Map--a powerful tool for nonprofit strategic decision-making Nonprofit sustainability lies at the intersection of exceptional impact and financial viability. The Sustainability Mindset offers nonprofit professionals and board members a step-by-step guide to move your organization towards this intersection. As outlined in the bestselling book Nonprofit Sustainability, "The Matrix Map" is an accessible framework that combines financial and programmatic goals into an integrated strategy. In this next-step resource, the authors detail a rigorous process to develop a meaningful Matrix Map and engage leadership in setting an organization's strategy. Nonprofits that thrive in today's environment are adaptable with a clear understanding of their impact and business model. This book offers nonprofit boards and staff a framework to do so. Drawing on their in-depth experience, the authors provide an easy-to-follow process complete with tools and templates to help organizations visualize their business model and engage in strategic inquiry. The book provides a variety of illustrative examples to show how the Matrix Map works for all types of organizations. Nonprofit executives and board member are sure to benefit from The Matrix Map analysis. * Offers step-by-step guidance for creating a Matrix-Map, a visual representation of an organization's business model * Helps organizations assess how each of their programs contributes toward their desired impact and their financial bottom-line. * Filled with compelling examples of how The Matrix Map helps nonprofits with strategic decision-making * Written by the coauthors of the groundbreaking book Nonprofit Sustainability This comprehensive resource will give any nonprofit the framework they need to make decisions for sustainability and the templates and tools to implement it and help leaders address the challenges inherent in balancing mission impact with financial viability.

Leseprobe

Contents

Figures, Tables, Exhibits, and Templates

Acknowledgments

Chapter 1: Introduction

Defining Nonprofit Sustainability

The Context Today

About This Book

Notes

Chapter 2: The Matrix Map

The Nonprofit Business Model

The Matrix Map

When Is the Best Time to Put a Matrix Map Together?

Updating the Matrix Map

Who Should Be Involved in the Matrix Map Process?

Steps in the Process

Summary: Using this Field Guide

Chapter 3: Getting Started

Guiding the Process: Establishing a Task Force

Choosing a Project Manager

Introductory Meeting

Identifying Strategic Issues

Articulating Strategic Issues

Templates

Summary

Chapter 4: Articulating Impact

Understanding Impact

Articulating Intended Impact

Defining Programs to Map

Impact and Revenue Strategies

Templates

Summary

Note

Chapter 5: Assessing Mission Impact

Process Overview

Designing the Impact Assessment

Implementing the Assessment Process

Templates

Summary

Notes

Chapter 6: Determining Profitability

Nonprofit Expenses

Staffing Plan

Administrative Allocation

Allocating Revenue

Challenges and Variations

Leading the Process

Templates

Summary

Chapter 7: Creating Your Map

Creating Your Matrix Map

Drawing Your Map Electronically

Drawing Your Map with Pen and Paper

Variations on the Matrix Map

Introducing the Matrix Map

Template

Summary

Chapter 8: Reading the Matrix Map: Developing the Key Messages

Finding the Narrative: How Do Your Bubbles Cluster?

Do You Have “Right Revenue”?

Are the Dynamics of Our Market Landscape Changing in Critical Ways?

Developing Your Messages

Creating a Business Model Statement

Templates

Summary

Note

Chapter 9: Program-Level Strategic Inquiry

The Heart Quadrant

The Star Quadrant

The Money Tree Quadrant

The Stop Sign Quadrant

Process

Templates

Summary

Notes

Chapter 10: Case Studies

Community Institute

St. Elizabeth Housing

Columbus Community Services

Summary

Chapter 11: Bringing it All Together: The Tools and Processes of the Sustainability Mindset

Strategic People, Not Strategic Plans

Cultivating the Sustainability Mindset

In the End: Leadership

Notes

The Authors

Advertisement

Index

End User License Agreement

Figures

Figure 1.1 Nonprofit Strategy: From an Implementation Focus to an Execution and Decision Making Focus

Figure 1.2 The Matrix Map Process

Figure 2.1 The Matrix Map

Figure 2.2 Sample Matrix Map

Figure 2.3 The Matrix Map Process

Figure 3.1 The Matrix Map Process: Introductory Meeting

Figure 3.2 Strategic Pressures

Figure 4.1 The Matrix Map Process: Articulate Intended Impact and Defining Programs

Figure 5.1 The Matrix Map Process: Assessing Mission Impact

Figure 5.2 Sample Impact Assessment Design Overview

Figure 5.3 Impact Assessment Execution Overview

Figure 6.1 The Matrix Map Process: Determining Profitability

Figure 6.2 Nonprofit Expenses

Figure 7.1 The Matrix Map Process: Picture Your Map

Figure 7.2 The Matrix Map

Figure 7.3 Sample Matrix Map

Figure 7.4 Matrix Map for Community Senior Living

Figure 7.5 Magnified Matrix Map Sample—Normal Scale

Figure 7.6 Magnified Matrix Map Sample—Magnified Scale

Figure 7.7 Matrix Map with Bubble Sizes Reflecting Number of Constituents Served

Figure 7.8 Matrix Map with Bubble Shading Representing Age of Program

Figure 8.1 The Matrix Map Process: Analyzing Your Map

Figure 8.2 Heart-Money Tree

Figure 8.3 Shining Star or Money Tree Matrix Map

Figure 8.4 Break-Even Matrix Map

Figure 8.5 Crisis Matrix Map

Figure 8.6 Stagnation Matrix Map

Figure 8.7 Revenue Mixes

Figure 9.1 Matrix Map Strategic Direction Starting Points

Figure 9.2 Heart Quadrant Starting Point

Figure 9.3 Star Quadrant Starting Point

Figure 9.4 Money Tree Quadrant Starting Point

Figure 9.5 Stop Sign Quadrant Starting Point

Figure 9.6 The Matrix Map Process: Analyzing Your Map

Figure 10.1 Initial Community Institute Matrix Map

Figure 10.2 Revised Community Institute Matrix Map

Figure 10.3 St. Elizabeth Matrix Map

Figure 10.4 St. Elizabeth Prospective Matrix Map

Figure 10.5 Columbus Community Services Matrix Map

Figure 11.1 The Matrix Map Process: Making Strategic Decisions

Figure 11.2 The Strategy Framework

Figure 11.3 Organizational Strategy

Figure 11.4 The Ongoing Strategy Cycle

Tables

Table 2.1 What the Matrix Map Shows

Table 2.2 When to Put Together a Matrix Map

Table 2.3 Stakeholders to Involve in the Matrix Map

Table 4.1 Programs, Impact, and Revenue Strategies at Teen Parent Help

Table 5.1 Sample Assessment Worksheet/E-Survey Page

Table 7.1 Data for Matrix Map

Table 8.1 Sample Donor and Funder Commitment Analysis

Exhibits

Exhibit 6.1 Sample Staffing Plan

Exhibit 6.2 Sample Personnel Costs

Exhibit 6.3 Calculating True Costs

Exhibit 6.4 Sample Revenue Allocation

Templates

Template 3.1 Task Force Action Guide

Template 3.2 Introductory Meeting Agenda

Template 3.3 Identifying Strategic Issues

Template 4.1 Task Force Meeting Agenda: Intended Impact and Programs

Template 4.2 Intended Impact Survey

Template 4.3 Intended Impact Themes and Draft

Template 4.4 Programs, Impact, and Revenue Strategies

Template 5.1 Matrix Map Process Decisions

Template 5.2 Mission Impact Criteria

Template 5.3 Program Overview

Template 5.4 Sample Assessment Introduction and Worksheet or E-Survey Page

Template 5.5 Mission Impact Assessment Meeting Agenda

Template 5.6 Mission Impact Score Sheet

Template 6.1 Staffing Plan

Template 6.2 Salary Plan

Template 6.3 Revenue Allocation

Template 7.1 Blank Matrix Map

Template 8.1 Donor and Funder Commitment Analysis

Template 8.2 Reading Your Map

Template 8.3 Matrix Map Messages

Template 8.4 Business Model Statement

Template 9.1 Program-Level Strategic Questions

Template 9.2 Program Strategy Sheet

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Guide

Cover

Table of Contents

Begin Reading

The Sustainability Mindset

Using the Matrix Map to Make Strategic Decisions

Steve Zimmerman

Jeanne Bell

Cover design: C. Wallace

Cover photograph: Defocused Lights © iStock.com/gordana jovanovic

Copyright © 2015 by CompassPoint Nonprofit Services and Spectrum Nonprofit Services, LLC. All rights reserved.

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Library of Congress Cataloging-in-Publication Data

Zimmerman, Steve, 1970–

The sustainability mindset : using the matrix map to make strategic decisions/Steve Zimmerman, Jeanne Bell.

1 online resource.

Includes index.

Description based on print version record and CIP data provided by publisher; resource not viewed.

ISBN 978-1-118-76724-5 (pdf); ISBN 978-1-118-76731-3 (epub); ISBN 978-1-118-76735-1 (paperback)

1. Nonprofit organizations—Finance. 2. Nonprofit organizations—Management. 3. Strategic planning. I. Bell, Jeanne, 1969- II. Title.

HD62.6

658.4’012—dc23

2014024684