Index

accreditation, quality, 125–126

advice and testing, gaining, 52–53

Andre Spicer of Cass Business School, 92

applications, fundraising, 70–71

assessing poor performance and inappropriate behavior, 141–142

assessment tests, diversity, 155–157

bank funding, 68

bank loans, 68–69

barriers, equality and diversity, 159

board, 25–27

lack of diversity, 29–30

and management responsibilities, 24–25

size of, 30

support and oversight, 26–28

board chair, 33–34

board members, legal implications, 26

board of directors, 24, 51–52

board officers, 32–34

budget, nonprofit organization, 47–48

business and strategy planning

advice and testing, gaining, 52–53

business plan, 40–42

capital requirements and costs, 46

cash flow, 48–49

directors, 51–52

expenditure, 45–46

financial budgets, 46

financial viability, 45

income, 45

income forecast, 47–48

innovation, 52

risk analysis, 49–50

risk assessment, 50

tax implications, 49

viable prospect, 44

vision and mission, 42

“business case” for diversity, 153–154

business ethics, 87

business plan, 40–42

CAMPARI, 68–69

capital requirements and costs, 46

cash flow, 48–49

cash inflows, 48

cash outflows, 48

Centre for High Performance, The, 179

chairperson, 33–34

change management, 92–93

charity donation, 62

charity trustees, 34

Chartered Institute of Personnel and Development, 153–154

child abuse, 34

CIC. See Community Interest Company (CIC)

coaching, 104–105

commissioning, 79–80

communications and marketing, 164–165

key messages and target groups, 169–170

marketing plan, 166

market research, 166–168

networking, 171–172

planning, 165–166, 169

press release published, 170

public relations (PR), 168–169

social media, 171

communication skills, 11–12

communications plan, 169

Community and Voluntary Organizations (CVOs), 138, 139

Community Interest Company (CIC), 22

competitive, 82

competitive tendering, 78, 177

conflicts of interest, 35–36

consortium partners, 81

continuous improvement, 122–124

contract and project management

change management, 92–93

contract management, 98–99

green and sustainable projects, 100

implementing the plan, 95

issues, 97–98

problems, 96

project stages, 93

risks, 95

scoping the project, 94–95

contract management, 98–99

contracts, 80

cooperative boards, 26

Corporate Social Responsibility (CSR), 85

costs, 85

capital requirements and, 46

critical success factors, fundraising, 73

crowdfunding, online, 72–73

crowdfunding websites charges, 73

CSR. See Corporate Social Responsibility (CSR)

CVOs. See Community and Voluntary Organizations (CVOs)

delivering high quality levels, 124

demonstrating effectiveness, 120–122

demonstrating quality, 82–83

dependency on one person, project management, 96

digital communication, 164

directors, 51–52

types of, 31–32

discipline, 143

diversity, 29–30

concept of, 154–155

managing, 156

diversity assessment tests, 155–157

“Doing Good and Doing Well-Defining and Measuring Success in the Third Sector,” 147

donation, 48, 62, 66, 67, 72

education, 160

effectiveness, demonstrating, 120–122

emotional intelligence, 15–16

employee voice, 141

empowerment, 137

engage staff, strategy to, 140–141

engaging managers, 140

entrepreneurial, 9

Equal Employment Opportunities Commission (EEOC), 151

equality and diversity, 150

barriers, 159

“business case,” 153–154

concept of diversity, 154–155

diversity assessment tests, 155–157

involvement process, 158

legislation, 150–153

monitoring requirements, 153

overcoming barriers, 159–162

service user involvement, 157–158

equality, defined, 150

Equal Opportunities Commission (EOC), 152

equal opportunity policy, 156–157

evaluation, 118–120

evaluation structure, 120–122

events, funding, 68

expenditure, 45–46

experience, 14–15

financial budgets, 46

financial risks, 50

financial viability, 45

forecast, income, 47–48

funders, considerations, 71

funding strategy

bank loans, 68–69

content, 63–64

critical success factors, 73

crowdfunding websites charges, 73

development, 63

fundraising plan, 64–65

fundraising practice, 65–66

income, 64

online crowdfunding, 72–73

online sources, 71–72

private company, 66–68

social finance, 69

Social Impact Bonds, 70–71

UK sources of income, 62–63

U.S. funding, 62

fundraising applications, 70–71

fundraising plan, 64–65

fundraising practice, 65–66

fundraising resources, 74

GANNT Chart, project planning, 97

goal posts move, project management, 97

governance

board, 25–27

board and management responsibilities, 24–25

board officers, 32–34

conflicts of interest, 35–36

cooperative boards, 26

defined, 20

director, types of, 31–32

diversity, 29–30

legal implications, 26

legal requirements, 21, 23–24

legal structures, 20–21, 22

payment of trustees, 23

safeguarding responsibilities, 34–35

size of board, 30

stakeholder, 27–28

structure, 22–23

green and sustainable projects, 100

Green projects 99

Grenfell Towers block disaster, 179–180

Guardian Voluntary Organization Exchange, 44

health, 35, 112, 136

high quality levels, delivering, 124

human resource management, 130–131

assessing poor performance and inappropriate behavior, 141–142

discipline, 143

job descriptions and person specifications, 134

motivation, 137–138

performance management, 140

poor performance, 142–143

probation and induction, 135–136

recruiting volunteers, 135

recruitment process, 133–134

right team, 133

selection, 134–135

societal changes, 131–132

staff learning, 138–139

staff motivation, 137

staff participation, 136–137

staff performance, 139–140

strategy to engage staff, 140–141

volunteers, 143–144

Human Resources (HR), 130. See also human resource management

improvement, continuous, 122–124

inappropriate behavior, assessing poor performance and, 141–142

income, 45

categories of, 64

forecast, 47–48

incomplete planning, project management, 97

innovation, 52

inspection and standards, 126

intelligence, emotional, 15–16

investment, 27, 57, 121

involvement process, 158

IT applications, 14

job descriptions and person specifications, 134

key messages and target groups, 169–170

Kolb learning circle, 106

lack of role definition for team members, project management, 96

leadership and management

communication skills, 11–12

emotional intelligence, 15–16

entrepreneurial, 9

experience, 14–15

motivation and development, 6–8

nonprofit organizations, 2–3

priorities right, 8–9

relationships, 12

resilience and adaptability, 12–14

senior manager, 4–5

setting an example, 6

skills and qualities, 3–4

leadership styles, 179–180

learning, ensuring, 106

legal framework, 79

legal implications, board members, 26

legal requirements, 21, 23–24

legal structures, 20–21, 22

legislation, 150–153

and regulation, 86

Lesbian Bisexual Gay and Transgender (LBGT) movements, 160

loans, bank, 68–69

local conditions, 84

local press release, specimen, 173–174

Macleod Report, 140

management. See also human resource management

performance, 140

stakeholder, 124–125

management of time, 109–110

manager ability, 142

managerial issues, 50

managers. See also managing

communication skills, 11–12

engaging, 140

entrepreneurial, 9

motivation and development, 6–8

priorities right, 8–9

relationships, 12

setting an example, 6

support for, 104

managing, 103–104. See also managers

coaching, 104–105

mentoring, 105–106

objectives, 109–110

personal and professional development, 107

planning, 108–109

self-reflection, 107–108

staying, 106–107

stress, coping with, 111–113

support for managers, 104

time management, 110–111

managing quality, 122–124

managing teams remotely, 141

marketing and communications. See communications and marketing

marketing plan, 166

market research, 166–168

market risks, 50

mentoring, 105–106

Microsoft Project, project planning, 97

monitoring and evaluating services, 117–118

monitoring requirements, 153

motivating staff, 137

motivation, 137–138, 143

and development, 6–8

Murphy’s Law, 13

National Health Service (NHS), 62, 86, 152

Neighbourhood Midwives, 83

networking, 11, 171–172

non-financial rewards, 138

nonprofit organizations

budget, 47–48

business and strategy (see business and strategy planning)

communications and marketing (see communications and marketing)

governance (See governance) government funding for, 78

guidance notes, 55–59

human resource management (see human resource management)

nonprofit organizations management, 2–3

Novas Scarman, 9–11

objectives, managing, 109–110

online crowdfunding, 72–73

online sources, funding, 71–72

operational risks, 50

opportunities, 175

organizational forces, 142

organizational integrity, 141

outcomes, evaluation, 120

Outcomes Star, 123

outputs, evaluation, 119

overcoming barriers, equality and diversity, 159–162

overlapping management tasks, 8–9

Parkinson’s Law, 8

partnership, 80–81

partnerships, 12

payment of trustees, 23

pay ratios, 36

peer-to-peer funding (P2P), 71–72

performance management, 140

performance monitoring system, 147

personal ability, 142

personal and professional development, 107

personal circumstances, 143

planning work, 108–109

political risk, 50

poor organization of resources, project management, 96

poor performance, 142–143

PQASSO Quality Mark (NCVO PQASSO), 125

press release published, 170

priorities right, 8–9

private company, funding, 66–68

private sector, contracts, 85–86

probation and induction, 135–136

process gap, 142

procurement, 79–80

project funding, project management, 97

project management, 91–92

implementation, 95

issues, 97–98

planning, 94–95

problems, 96

risks, 95

scoping the project, 94–95

stages of, 93

public relations (PR), 168–169, 170–171

public sector, contracts, 81–82

Pulp Friction Smoothie Bar, 43

qualitative research, 168

quality

accreditation, 125–126

demonstrating, 82–83

managing, 122–124

realistic perspective, 178

recruiting volunteers, 135

recruitment process, 133–134

relationships, 12

requirements, monitoring, 153

research, market, 166–168

resilience and adaptability, 12–14

right team, 133

Right to Request, 86–87

risk analysis, 49–50

risk assessment, 50

Roberts Enterprise Development Fund’s (REDF) mission, 121

Roca, Massachusetts, 69–70

safeguarding responsibilities, 34–35

Schwab Foundation, 26–27, 33

scope creep, project management, 96

scoping the project, 94–95

scrutiny, 176

Second Chance, 100

Seedco, business plan, 51

selection process, 134–135

self-reflection, 107–108

senior manager, 2–3, 4–5

senior managers, project management, 96

service user involvement, 157–158

skills and qualities, 3–4

Sleat Community Trust (SCT), 99

SMART, 95, 109

social enterprise, 20, 31, 42, 51, 85–87, 100

social finance, 69

social impact, 84

Social Impact Bonds, 70–71

social media, 171

societal changes, 131–132

specimen local press release, 173–174

staff handbook, 136

staffing risks, 50

staff learning, 138–139

staff motivation, 137

staff participation, 136–137

staff performance, 139–140

staff team, 111

stakeholder, 27–28, 29

stakeholder management, 124–125

stakeholders, 42

standards

inspection and, 126

Standards for Excellence program, 125

staying, 106–107

strategic narrative, 140

strategy to engage staff, 140–141

Strengths, Weaknesses, Opportunities, Threats (SWOT) analysis, 94

stress, coping with, 111–113

structuring market research, 168

supply chain management, 87

sustainability, 125

sustainable, 62, 64, 87, 100

SWOT Analysis, 165–166

tax implications, 49

team work, 112–113

tenders, competing for, 82

Theory of Change (TOC), 126

time management, 109–110, 110–111

trends, 178–180

trends in the sector, 176–178

Triangle Outcomes Star, 123

trustees, payment of, 23

trust funds, 66

UK Charity Commission, 23, 34–35

UK charity regulators, 42

UK Management Standards, 3

UK nonprofit crowdfunding, 75–76

UK Peter Beresford, 177

UK Public Services Act, 86

UK sources of income, 62–63

unclear objectives, project management, 96

UnLtd Business Planning Guide, The, 42

unpredictable times, 175

U.S. Civil Rights Act, 151

U.S. crowdfunding, 74–75

U.S. funding, 62

U.S. Internal Revenue Service, 23

viability, financial, 45

volunteers

managing, 143–144

recruiting, 135

Yangon Bakehouse social enterprice, 31