Your Path to Nonprofit Leadership

#011: Planning for 2020? Start With These 4 Year-End Exercises to Close Out 2019 First (Patton McDowell)SummaryWhile it’s hard not to look ahead to a new year (and a new decade) in 2020, this episode of the Path reminds us that a good annual review process helps clarify and sharpen your focus for the year ahead. Patton outlines four distinct exercises that will help guide your review in a way that goes further than simply answering whether you achieved your goals or not.  This special episode - and the first in a mini-series - provides practical advice that can jump start your planning process, no matter what time of year you choose to tackle it.  Listen to this episode to explore:1. Three levels of a strategic calendar review2.  A qualitative review of your top accomplishments and challenges, and then an assessment of the six key rituals and routines3. A targeted decluttering exercise (no, it’s not great fun, but worth it)4. Recapturing the year’s professional development content for actionThese activities will get you beyond setting vague annual goals, and help you put practical steps in place to accelerate Your Path to Nonprofit Leadership.  Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life!About PattonPrior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university.  Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system.  He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C.  He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar.  He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California.  He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations.  Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board.  He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School.  Patton and his wife Cindy have three adult children.

010: Overcoming 3 Barriers to Nonprofit Leadership Success (Karen Mitchell)SUMMARYDr. Karen Mitchell has seen too many talented professionals who, despite great potential, do not achieve the kind of leadership success they deserve.  What are the barriers that prevent this ultimate success?  That is exactly what Karen and I discuss on this episode, particularly the three skills in particular that if mastered, can help accelerate leadership opportunities.  The first thing we discuss is the ability to project executive presence.  What is it, and how can you get better?  We then discus the ability to deliver presentations that inspire, which is certainly a skill that benefits anyone trying to better articulate the mission of their nonprofit.  Finally, we talk about the nuances of managing a team, whether that be one that is small or large, or comprised of volunteers or paid staff. Karen also shares some great resources and will add some good books to your library as well.ABOUT KARENKaren’s coaching and consulting practice, Cottage Insights, creates opportunities for personal and professional development and growth. Early in her career, she was in the nonprofit world, working at Conservation International in Washington, D.C., and then in Kansas City, she worked for Union Station Kansas City, a nonprofit housed in a historic train station with museums and traveling exhibits.  She’s also spent the last 14 years on the faculty at Elizabethtown College, a non-profit institution in central Pennsylvania, and is currently teaching in their graduate program on Strategic Leadership. Previously at the college, she worked with their Social Enterprise Institute and helped several social enterprises develop programs. Karen holds a B.A. in English and Economics from the University of Mary Washington, an M.S. in Integrated Marketing Communications from the University of Kansas, and her Doctorate in Education at the University of Southern California.   Learn more about Karen here, and check out her website to learn more about her coaching and consulting.  EPISODE TOPICS & RESOURCESKaren’s productivity: daily/weekly lists, notebooks, and even a binderAmy Jen Su & Muriel Wilkins’ book Own the RoomNancy Duarte’s TED Talk on The Secret Structure of Great TalksMaking a PechaKucha presentationMelinda Gates’ book The Moment of LiftAdam Grant’s book Give and TakeGordon MacKenzie’s book Orbiting the Giant Hairball

009: Do You Have A Nonprofit Talent Management Strategy? (Karen Geiger)SUMMARYWhat is talent management, and why is it important?  Dr. Karen Geiger has worked with dozens of organizations and has seen what makes successful ones work, and what individual leaders can do to advance their career and the organizations they lead. Karen is a teacher and trainer at heart and combines personal experiences as well as those she’s had within the corporate, education and nonprofit sectors to offer wise counsel for current and aspiring nonprofit leaders.  We discussed the factors that influence an individual’s nonprofit career journey and zeroed in on the board’s role in defining leadership positions for their organization. As Karen notes, many organizations use “best practices” as a proxy for their talent management plan, but these best practices are simply a proxy for “that’s the way we’ve always done things.” She explains some of the unique challenges a nonprofit leader faces by not working for a single boss, but often a dozen or more board-member bosses (who then rotate every year!). Finally, she shares a number of resources that can help you evaluate what you’re looking for on your nonprofit career path, and how you can best advance into leadership roles.ABOUT KARENAs a private consultant, Karen designs and conducts leadership experiences, and supports diversity/inclusion and race privilege awareness through group facilitation, one-on-one coaching and 360-degree feedback. Her client companies include those in financial services, medicine, non-profit organizations, and city-county governments. She is a member of the International Leadership Association; and is certified by the Harvard Program on Negotiation, Wiley behavioral profiles, and the Center for Creative Leadership in assessments and simulations. Karen holds a B.A. in Sociology from the University of Rochester, an M.S. in Education from Indiana University and a PhD in Leadership and Change from Antioch University. She is President of Karen Geiger & Associates, Inc, a consulting firm she founded in 1992 specializing in talent and organizational development. Before starting her own business, Karen was a Senior Vice President at Bank of America, where she held positions as Director of Corporate Training and Development, Director of Career Planning and Director of Work/Family Programs. Learn more about Karen here, and check out her website to learn more about her coaching and consulting.  EPISODE TOPICS & RESOURCES·               Karen’s productivity: calendar-driven to-do lists and time blocking·               The board’s role in defining leadership expectations·               Brian Tracy’s Eat That Frog! book·               Ram Charan’s The Leadership Pipeline book·               Marcus Buckingham YouTube How to Succeed at Work·               Lahey & Kegan’s How the Way We Talk Can Change the Way We Work book

008: Leadership Lessons & Telling Your Nonprofit Story (Don Jonas)SUMMARYDon Jonas knows that the key to effectiveness in the nonprofit realm is being able to explain the good work you are doing.  He has always been a student of nonprofit leadership, and we had a great conversation about communication strategies, mindfulness/wellness techniques, and leadership lessons he’s learned during his career.  We discussed the factors that influenced his career path and the lateral entry into the nonprofit sector after early aspirations to become a college professor!  Dr. Jonas offers great advice he’s gathered during each stage of his career, and he also shares excellent resources for your continuing pursuit of professional development.  Finally, he makes a compelling case about how to better articulate the good work your nonprofit is doing through more content creation and creative methods such as podcasting.  ABOUT DONDon serves as Assistant Vice President of Social Strategy and Impact at Atrium Health. Prior to this, he served as chief executive for one of the oldest and largest health care agencies in the Carolinas, Care Ring, which is based in Charlotte, NC, and helps individuals with limited resources find quality health care.  Don is passionate about building long-term partnerships that accelerate community building and improve lives.  His academic career includes stops at UNC Chapel Hill for his undergraduate degree in Political Science, Appalachian State University for his Masters in Political Science and Government, and the University of Kentucky for his Ph.D. in Political Science and Government.  His career has included stops at the Hudson Institute, the Foundation For The Carolinas and Novant Health’s Presbyterian Hospital Foundation before his current role leading Care Ring.Learn more about Don here, and check out Care Ring’s Seeking the Heart podcast as you evaluate how your nonprofit can best share the good work it’s doing and elevate the community partnerships you are building.  EPISODE TOPICS & RESOURCESDon’s productivity: calendar blocking, “think time”, meditationRituals: evening, morning and start-up at workImportance of succession planning for board and staffSimon Sinek’s Start With WhyDon’s excellent blog on applying Sinek’s principles to his nonprofitEvaluating your organization’s communication strategies and tactics Only the Paranoid Survive (Andrew Grove)The Carolina Way - Leadership Lessons  (Dean Smith)Wooden on Leadership (John Wooden)

007: Know Your Numbers: Maximizing Data for Nonprofit Success (Shannon Hinson)SUMMARYWhile emotion plays a part in telling a compelling story about your nonprofit, Shannon Hinson reminds us that knowing your numbers is both a powerful tool to focus your time and energy as well as the best way to assure much greater fundraising success. Shannon and I had a great conversation about many lessons she’s learned after joining the nonprofit sector as a “lateral entry”, and what she believes are the keys to her success as a fundraiser and senior nonprofit leader. She also shares excellent resources you can consult for professional development, and clearly identifies the three data points on which every nonprofit leader should be monitoring to sustain and build financial support. ABOUT SHANNONShannon has more than 20 years of experience in organizational management, marketing, business and fund development.  She joined the nonprofit community from the for-profit arena, working her way from an initial annual fund position to now leading a team of 20 at one of the largest Habitat for Humanity affiliates in the country as its VP of Organizational Advancement & Development.  She is a past Board Chair for the Charlotte Chapter of the Association of Fundraising Professionals (AFP), and currently serves on the board for the Institute for Philanthropic Leadership.  Shannon was also recognized by her peers as the Outstanding Fundraising Executive at the National Philanthropy Day awards in 2018.  She has an MBA from UNC Chapel Hill (Kenan Flagler School of Business) and a BA from UNC Greensboro.EPISODE TOPICS & RESOURCESShannon’s productivity: “project triage” and alignment with the bossHow to make your transferable skills work Critical partnership between marketing and fund developmentKnowing the language of nonprofit – don’t flex your for-profit jargon!AFP Effectiveness studyThe power of annual fund as a foundation for learningWhat is she looking for when making a hire?Adrian Sargeant and the lifetime value of a donorThree key data points: retention, bump-ups, consecutive-year givingDonor Perfect Monthly Donor Metrics ebookPainting the big picture: contributed and earned revenueTraction (Gino Wickman)First 90 Days (Michael Watkins)

006: Navigating Your Nonprofit Career & Creating Positive Workplace Culture (Michelle Hamilton)SUMMARYMichelle and I had a great discussion on all three phases of a nonprofit career:  getting started and navigating your first nonprofit job; advancing into leadership as you move through your mid-career; and maximizing leadership opportunities once you achieve them.  Michelle also shares great resources and tips to stay organized amidst a busy nonprofit lifestyle and how to develop a positive workplace culture.ABOUT MICHELLEMichelle Hamilton, CFRE, is Interim President & CEO at the Charlotte Symphony, an orchestra bucking the trend of symphony orchestras serving a narrow slice of society in its belief that sharing music should be a right and not a privilege.  She has 28 years’ experience as a non-profit leader, including work with the Houston Symphony, Dayton Philharmonic Orchestra and the Arts Council of Fort Worth and Tarrant County. Michelle is a Lafayette, Louisiana native and holds a BA in communications from the University of Louisiana.  She is a past president of the Charlotte Chapter of the Association of Fundraising Professionals, an international organization inspiring global change and supporting efforts that generate billions of dollars in philanthropy.  She was recognized as Charlotte’s Outstanding Fundraising Professional by AFP Charlotte in 2013.  Learn more about Michelle on LinkedIn and her work at the symphony at Charlotte Symphony Orchestra.EPISODE TOPICS & RESOURCESWhy choose a nonprofit career?Distinguishing between work at larger and smaller nonprofitsUsing post-it notes and Outlook to stay organizedCarson Tate at Working SimplyMaximizing a mentorWhen is it time to leave your nonprofit job?Main things she looks for when hiring, and best interview question she usesProfessional development resources she recommends for aspiring leaders3 ways to create a positive nonprofit cultureWhat she does to continue her professional development Strengths Based Leadership (Tom Rath)Donor Centered Leadership (Penelope Burk) More about their creative programming: CSO Website, Instagram

005: New to Nonprofit?  5 Ways to Hit the Ground Running (Mike Blackwelder)SUMMARYOne of the challenges of starting a job in the nonprofit sector is the volume of information, skills and experiences you’re trying to learn and manage, often without adequate on-boarding support from your organization.  If that challenge is one you’re facing, or you want to do a better job helping develop your staff talent, this episode is for you.  Mike and I explore five ways you can accelerate your journey on the nonprofit path with practical tips, ideas and resources.ABOUT MIKEMike Blackwelder is a nonprofit and fundraising professional who has been on the leadership path for over a decade. He serves as Managing Director for PMA Consulting, and has extensive experience in fundraising, management, strategic planning, communications, and nonprofit administration. His nonprofit career includes positions at United Way of Central Carolinas, Boys & Girls Club of Cabarrus County, and Safe Alliance. In his most recent position as Chief Advancement Officer at Safe Alliance, Mike managed a team of development staff and led the agency's fundraising, marketing, volunteer, and advocacy efforts.  Mike received a bachelor's degree in Business Administration from Campbell University, a Graduate Certificate in Nonprofit Management and an MBA from UNC-Charlotte, and recently became a Certified Fundraising Executive (CFRE). Mike is also very involved with the Charlotte Chapter of the Association of Fundraising Professionals (AFP), where he currently serves as Board President.EPISODE TOPICS & RESOURCES·      What questions should you ask in your first 90 days on the job?·      The First 90 Days (Michael Watkins)  ·      Identifying key goals and challenges of the organization ·      Mike’s keys to staying organized; to-do list and email management ·      Strategic networking: comparable and aspirational peers·      What skills and experiences should you master?·      Importance of self-care·      Creating of personal development plan·      Maximizing professional development organizations like AFP·      Mike’s Pick: Donor Centered Fundraising (Penelope Burk)·      Mike’s Pick:  Achieving Excellence In Fundraising (Hank Rosso)

003: Maximizing the Talent of Women in the Nonprofit Sector (Penny Hawkins)SUMMARYWhile nearly 75% of nonprofit professionals are women, less than half of the CEO’s in the sector are female, and those in leadership are making 30% less than their male counterparts.  Penny and I had a great conversation about these and other important topics facing women in the nonprofit community, and topics that are equally important for their male colleagues.  She also shares great advice and resources for women on the path to nonprofit leadership!ABOUT PENNYPenny has enjoyed 15 years of professional experience in both the corporate and nonprofit sectors. She began her career in Private Equity with BlackHawk Capital Management where she focused on communications, investor relations, marketing and operations. After completing the Foundation for the Carolinas Impact Fund for Emerging Philanthropists in 2008, she combined her skill for investor relations with a desire to support growth in Charlotte’s vital philanthropic community and entered the path to nonprofit leadership. Prior to joining PMA Consulting as a Senior Consultant, Penny held leadership development positions at Novant Health Presbyterian Medical Center Foundation, KinderMourn, and the Council for Children’s Rights. In her most recent role with Novant Health, she served as the Development Program Manager of the Children’s and Women’s Service Lines. Penny has a bachelor’s degree in Journalism & Mass Communication with a focus on Public Relations from the University of North Carolina at Chapel Hill. She’s obtained her CFRE (Certified FundRaising Executive) designation, obtained certification from the Wake Forest University’s Essentials of Business for Nonprofit Organizations, and is the incoming Board President for the Charlotte Chapter of the Association of Fundraising Professionals (AFP).EPISODE TOPICS & RESOURCES·      Penny’s productivity: spreadsheets; “eating frogs”; 5am to 7am·      Eat That Frog (Brian Tracy)·      5am Miracle (Jeff Sanders), Miracle Morning (Hal Elrod)·      Five generations of women in the workforce ·      Sexual harassment protections for employees and donors ·      Utilizing mentors at all stages of your career ·      Beware the power dynamic of “the client is always right”·      What policies does your organization need?·      Female donors are increasingly leading family philanthropy ·      Penny’s Pick: Quiet by Susan Cain

#004: First Stop on the Nonprofit Path: Sharpen Your Vision (Patton McDowell)SummaryDr. Patton McDowell brings the best in professional development and productivity to Your Path to Nonprofit Leadership, helping you find the perfect nonprofit job and guiding you along the path to leadership in the charitable sector.  Patton brings 30 years of nonprofit leadership, coaching and consulting experience, and shares best practices for individual and organizational success based on his work with over 220 nonprofits and their staff and board leaders.  You’ll learn how to assess and plan the nonprofit career that’s right for you, and how to maximize the 7 “stops” along the Path and the 10 skills and experiences necessary for nonprofit leadership.  The show features interviews with nonprofit leaders and productivity experts, as well as deep-dive solo episodes and other special editions.  Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life.About PattonPrior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university.  Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system.  He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C.  He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar.  He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California.  He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations.  Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board.  He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School.  Patton and his wife Cindy have three adult children.

#002: The Story Behind the Podcast (Patton McDowell)SummaryDr. Patton McDowell brings the best in professional development and productivity to Your Path to Nonprofit Leadership, helping you find the perfect nonprofit job and guiding you along the path to leadership in the charitable sector.  Patton brings 30 years of nonprofit leadership, coaching and consulting experience, and shares best practices for individual and organizational success based on his work with over 220 nonprofits and their staff and board leaders.  You’ll learn how to assess and plan the nonprofit career that’s right for you, and how to maximize the 7 “stops” along the Path and the 10 skills and experiences necessary for nonprofit leadership.  The show features interviews with nonprofit leaders and productivity experts, as well as deep-dive solo episodes and other special editions.  Hit subscribe, and accelerate your journey on a nonprofit career path that can change your life.About PattonPrior to founding PMA Consulting in 2009, Patton served as Vice President for University Advancement at Queens University of Charlotte where he was responsible for all fundraising, communications, and alumni programs for the university.  Before Queens, Patton served as Vice Chancellor for University Advancement at UNC Wilmington, where he was the youngest vice chancellor in the 16- campus UNC system.  He previously served as Program Director for Special Olympics North Carolina in Raleigh, following his tenure with Special Olympics International in Washington, D.C.  He is a native of Elizabeth City, NC, and received a bachelor’s degree in English Education from UNC Chapel Hill, where he was a Morehead Scholar.  He received his MBA from the McColl School of Business at Queens, and his Doctorate in Organizational Change and Leadership from the Rossier School of Education at the University of Southern California.  He is a Certified Fundraising Executive (CFRE), a Master Trainer for AFP International, and a member of the William C. Friday Fellowship for Human Relations.  Patton is a former board president of AFP Charlotte and served as the Chapter Representative on the AFP International Board.  He also serves as the Lead Faculty Member for the Institute for Philanthropic Leadership and both of its signature programs: New Development Director Training and Leadership Gift School.  Patton and his wife Cindy have three adult children.