Objectives for Caseys Support of Your Organization During the Economic Downturn and Beyond

1
Objectives for Caseys Support of Your
Organization During the Economic Downturn and
Beyond

• Provide a confidential gauge of current financial
  health and organizational issues
• Help leaders to understand future organizational
  financial stability and opportunities
• Provide leaders with customized and cohort-based
  guidance on scenario planning and other
  management techniques

GOAL
Equip you to make difficult and effective
decisions at the right time to maximize the
impact of your organization, given the current
economy.
2
Organization Support Strategy Process Timeline
GOAL
Step 2
Step 1
Step 3
Continue with customized consulting based on the
needs of the individual organization and leader
Conduct initial customized consulting call and
develop individual service and action plan
Assess organizational strength and stability
MAXIMIZE IMPACT
Group Training 1
Group Training 2
Group Training 3
Group Training 4
June
July
August
September
October
Early July
3
Overview of Assessment

• Process
• Time commitment 1 to 2 hours
• Format sharing documents and completing an
  online survey
• Timeline first-come, first-served by Friday,
  June 19th
• Who Executive Director/CEO and key staff
• Parameters
• Assessing three components of the organization
• Financial Current financial health and future
  financial predictability
• Management Current practices related to
  forecasting, planning, stakeholder engagement,
  among others
• Programmatic Evaluation of programs based on
  importance to mission, satisfaction with outcomes
  and financial contribution

4
Overview of Individual Support

• Process
• All organizations will receive an initial
  customized consulting call focused on
• Key issues from assessment and areas of needed
  support
• Discussion of most critical needs
• Expectations for desired outcomes of work
  together
• Initial call follow-up
• Service plan ? CWV will develop service plan
  covering
• Organization issues
• Cadence of support (i.e., bi-weekly consulting
  calls)
• Goals of support
• Action plan ? Mutually agreed upon organization
  action plan
• Follow-on customized consulting calls
• Parameters
• Assistance customized based on the needs and
  desires of leader
• All information confidential between you and
  CWV consultant
• Only shared in aggregate with Casey

5
Overview of Group Training

• Process
• Interactive webinar format
• 1 to 1 ½ hour sessions
• 4 sessions from July to October
• Facilitated by your dedicated CWV consultant
• Parameters
• Topics chosen based on group-specific needs as
  determined through assessments and conversations
• Tied to customized consulting to provide training
  on specific aspects critical to nonprofit
  sustainability
• Topics currently being considered (to be modified
  as more information is gathered on organizational
  issues and needs)
• Scenario planning
• Stakeholder communication
• Financial planning and management
• Making strategic budget cuts
• Maintaining capacity with staff cuts
• Alternative revenue generation techniques
• Open to management teams and staff members

6
CWV Contacts