RON MILAM CONSULTING  

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Category :: Facilitation

Week of Facilitation

I’m keeping busy this week with facilitation and am excited to have the opportunity to work with so many groups.  Here’s a quick glimpse of my schedule:

Tuesday:
-Facilitating a subcommittee of Green LA Coalition

-Facilitating a community meeting for the City of Seal Beach

Thursday:
-Leading a seminar at the Center for Nonprofit Management on planning successful fundraising events

-Facilitating a discussion with the Board of Directors of LA Voice

Friday
-Leading a seminar at the Flintridge Foundation on Researching and Cultivating Donors

-Facilitating a discussion with the Board of the Southern California Association of Nonprofit Hosing Developers

I’m thrilled to work with so many leaders of so many organizations working for positive change in Los Angeles. 

February News

Here's a link to my February newsletter - enjoy!

Facilitating Green LA

I recently completed a consulting project that took several months for the Green LA Coalition.  Green LA works to build a strong movement to win campaigns that can transform Los Angeles into a sustainable city.

For this project, I collaborated closely with another consultant, Beth Steckler.  For this project, we interviewed over 30 people within the Coalition’s leadership and outside the organization, along with surveying the entire membership with an online survey.  Based on this work, we developed an assessment report and later facilitated a day-long strategic visions retreat for the Coalition’s Steering Committee.  From all of the information we gathered through these efforts, we presented a final report with recommendations for how the Coalition could strengthen itself as it moves forward so that it could have the greatest possible impact in making Los Angeles a more sustainable city. 

I’m pleased to report the Steering Committee approved the majority of our recommendations and has asked Beth and I to continue consulting for them to help them implement our recommendations. 

I also look forward to attending Green LA’s upcoming awards fundraiser on March 15th, from 6pm to 9pm, and invite you to attend.

Working with SCANPH

I’m very pleased to be working with the leadership at the Southern California Association of Non-Profit Housing (SCANPH).   SCANPH creates affordable housing opportunities for low-income people by expanding the knowledge, capacity and influence of the nonprofit development sector.  Over the years, SCANPH has championed affordable housing in Southern California and helped build a strong network of local affordable housing developers that have generated housing that’s affordable.   SCANPH also has some excited plans to green development in the future, which I’m especially excited to see happen. 

I’m working with the organization’s leadership to build their fundraising capacity so that they’re able to bring in the needed resources to do their good work.  I’m excited to attend their upcoming Board meeting in March to work with the entire Board of Directors on engaging in the fundraising process.  For some tips on how to build a fundraising Board of Directors, check out my recent blog post.

Intern with Ron Milam

Many years ago, I benefitted from the work from an intern while directing the LA County Bicycle Coalition (my intern, Andrew, currently teaches in Mexico City and will someday be the Mayor of Detroit).  I later worked closely with an intern while working for Enterprise Community Partners in New York City (that intern, Matt, is currently in Law School and will someday be the Governor of Florida).   As Principal of my own consulting firm with a lot of work on my plate, I'm once again looking to bring on an intern to help me with my work.  In turn, I look forward to working with whoever I bring on to build their capacity as a leader in the nonprofit sector.  Here's the job description.  Please forward to anyone who you think might be interested:

Intern Job Description

 
Ron Milam Consulting is seeking qualified candidates for the position of Intern.  Ron Milam
has 12 years of successful experience in the non-profit sector and has consulted for 40 nonprofit organizations since 2005.  His mission is to provide capacity building support for leaders working to transform Los Angeles into a sustainable region.  Ron specializes in the areas of fundraising, strategic planning and leadership development.  He’s a skilled facilitator, presenter, coach and project manager.   For more info, check out www.ronmilam.com.

This position is ideal for someone wanting to gain real world experience as a consultant working for some of Los Angeles’ leading sustainability oriented nonprofit organizations.  It’s also a good place to build your skills as a leader in the nonprofit sector, particularly as a fundraiser and/or facilitator.  As part of the internship, Ron will identify areas in which the intern wants to build their capacity as a leader and discuss it weekly with the intern.   This part-time position is ideal for current graduate students wanting to gain some real-world experience and additional income on the side.  Specific responsibilities of the intern are as follows:

Fundraising

  • Research potential donors for Ron’s clients
  • Develop/write/review grant proposals
  • Copy-edit proposals Ron develops
  • Assist with logistical details of fundraising work Ron does for clients (fundraising assessments, leadership surveys, draft plans, etc.)

Facilitation

  • Record notes for meetings Ron facilitates
  • Facilitate portions of the agenda
  • Assist with logistical details related to meetings Ron facilitates

 Marketing

  • Help research and identify new consulting clients
  • Assist with social media marketing
  • Assist with the development of marketing and training materials
  • Data-entry

There may be other projects that come up outside of the areas of facilitation, fundraising and marketing, depending on the needs of Ron Milam and his clients.

Desired Skills and Experience:

  • Passion and energy for implementing urban sustainability in Los Angeles
  • Experience and/or interest in the nonprofit sector
  • Strong written and verbal communication skills
  • Detail-oriented
  • Strong leadership ability and an entrepreneurial spirit that thrives in a start-up environment

Compensation:

$15/hour.  Part-time.  Flexible hours.

Application Submission – Deadline February 26th, 2008:

Please email your cover letter and résumé to rpm@ronmilam.com.

Facilitation Skills: Listening

Good listening skills are essential to anyone who wants to successfully facilitate a meeting.  It’s also my number one tip on my “Top 10 Tips for Facilitators”.

As a facilitator, you need to listen closely to what everyone has to say.  Since you are there to serve the entire group, you must actively listen so you can better understand where everyone is coming from so you can help them accomplish whatever they want to accomplish as a group.  Part of the trust you build with the group you facilitate depends on them believing you hear them.  Not only that, your active listening will help ensure other people within the group listen to each other, and actually hear what they have to say.  When folks within a group listen to each other, they are more likely to understand each other and that helps make it a little easier for the group to come to sustainable agreements.

Here are three quick and easy ways to listen:

  1. Mirroring:  When someone says something (that isn’t too long), you repeat the words back verbatim to the person who said it.  This is a tactic I often use when I’m facilitating a br Save ainstorming session with a group.
  2. Summarizing:  People often take a minute or two to make their point to the larger group.  If I’m facilitating a discussion, I’ll often quickly summarize what someone says to make sure I heard it right.  The point also gets reiterated to the group.   If my summary is slightly off, the person will correct me and then I’ll summarize it again.
  3. Clarifying:  Sometimes someone will make a point that isn’t all that clear, or very general.  Before calling on the next person, I will often ask a clarifying question to better understand where they are coming from.  This helps them hear that their point is made and it helps other people in the group.

I recently used all three of these techniques for a community meeting I facilitated for the City of Seal Beach.  I encourage you to give them a try as you facilitate future meetings and see how it goes. 

Top 10 Facilitation Tips

Last night, I helped facilitate a community meeting for the Los Angeles Eco-Village, which meets on a regular basis to discuss and decide issues within the community. These weekly meetings are facilitated by different members of the community on a rotating basis. 
Like the Eco-Village, many board meetings of nonprofit organizations are facilitated by a member of the board itself. Based on my work as a facilitator, I have compiled my top 10 tips for facilitating successful meetings and want to share them with you:
1.      Listen:  Listen closely listen to everything that is said and watch people’s body language as well.
2.      Develop the Agenda:  Before the meeting, create an agenda that has clear items that lead to actual decisions.
3.      Serve Everyone:  As a facilitator, you are there to serve the entire group, which means you don’t take anyone’s side. 
4.       Steward the Process:  Your job is to ensure the decision making process moves forward – the group’s job is to decide.
5.       Conflict is Normal:  Expect occasional conflict and work to build areas of agreement with the group.
6.       Set Ground Rules:  Going over some common ground rules at the start helps enforce bad behavior if it occurs. 
7.       Decide how to Decide:  Every group needs to agree on what their decision making method is before they start making decisions.
8.       Pay attention to time:  Remind the group how they are doing on time and/or appoint a timekeeper to help ensure things keep moving.
9.       Use your toolbox:  One example: Use a stack (which creates a list of who will speak next so people don’t interrupt).
10.   Practice:  We learn facilitation by doing it. We get better at it by reflecting on how we did and constantly learning new ways to do it better. 
I will elaborate on these in future blog posts and wish all of you the best as you facilitate future meetings.
 

The Value of Happy Hours

I have a family member who did well running a successful company.  When I asked him why he succeeded, he said “I’ll tell you what everyone will say – work hard, never give up, have vision, etc.”  He paused for a moment, smiled, and looked at me and continued sharing “There was one thing that played a key role in our success.  Once a month, I would invite everyone in my company for a drink, from the most senior staff person to the most junior.  We’d spend the first part just mingling and socializing.  Once everyone had two drinks, I would bring out a note pad and we would brainstorm solutions to whatever problems we faced.  That’s where we generated our best ideas!”

In that spirit, I’ve hosted/facilitated a monthly happy hour for the last year which are not only a place to generate great ideas to improve the quality of life in Los Angeles, but also meet great people as well.  As a consultant, I interact with phenomenal leaders working on a variety of issues all throughout LA.  This is one way in which I bring everyone together and I welcome you to attend. 

My next happy hour is tonight, February 2nd, starting at about 5:30pm at 7 Grand in Downtown LA.  The question I’m asking folks to consider is “what will you do to make LA a better place in 2010?”  We generally go until about 8:30 or 9pm. I’m looking forward to seeing who attends tonight and introducing some great people other folks they don’t already know.

January News

Here's a link to my most recent email newsletter I sent out.  Enjoy!

December News

Here's a link to my December 2009 Newsletter.  Enjoy!
Happy Holidays,
Ron

2009 Year in Review

I’m pleased to report on what kept me busy in 2009 – consulting for 18 nonprofit organizations, which included facilitating nine groups, managing three projects, leading 20 trainings and coaching for several nonprofit leaders. 
Below is a short summary of my work as well as an accomplishment of the organization. I look forward to serving even more organizations in 2010 and hope you’ll contact me if you think there is a role I might be able to play for your organization.
Facilitation
Green LA Coalition – I facilitated a visioning process based on an organizational assessment that another talented consultant, Beth Steckler and I did for them. The Coalition sponsored numerous events that brought together the environmental community in LA and also supported many policy initiatives. 
Southern California Leadership Network– I planned and facilitated two learning-seminars for the Leadership LA and Leadership Southern California Programs. This leadership program built the capacity of 50+ leaders over the year.
Los Angeles Audubon– I facilitated a day-long board/staff retreat that helped them make some important decisions. The group sponsored many bird walks that raised awareness of the many birds in the region.
Ballona Creek Renaissance – I facilitated several meetings with their Board to prioritize a fundraising and board development strategy. The group recently celebrated the opening of a new gateway to the Creek.
Beverly Vermont Community Land Trust – I facilitated a day-long board retreat that help the group clarify some strategic goals. The group has continued to make progress on its first land purchase that will ensure long-term affordable housing.
Los Angeles County Bicycle Coalition – I facilitated a day-long board/staff retreat where they prioritized their annual goals. The group has been working to ensure the City of LA develop a quality Bicycle Master Plan, among other things.

Hispanic Outreach Taskforce – I facilitated an afternoon session that developed a short-term strategy for raising funds. The group has continued to provide numerous programs for the community.

Urban and Environmental Policy Institute – I planned and facilitated a number of pre-meeting to the first annual Bike Summit which brought together 300+ advocates from the region.

Bikestation– I facilitated numerous project management meetings that led to the development of an implementation study for a new Bikestation. The group recently opened a new Bikestation in Washington D.C. and is expanding throughout the country.
Project Management
Los Angeles Neighborhood Land Trust – Working with a Steve Cancian, a landscape architect doing fantastic work, we evaluated their current practices and developed a handbook for developing new parks in the future. The group recently hired a new Executive Director, Alina Bodke, who is has a strong track record in the environmental community.
SOAR Charter School – I created a fund development plan and secured a grant for $150,000. The school is in the process of launching and will open in the fall of 2010.
Behavioral Health Services – I worked with the organization’s leadership and developed a fundraising assessment for the organization. The group has provided needed social services for thousands of people over the year.
Trainings
Liberty Hill Foundation– I led a four-part fundraising series for their grantees working on numerous social change issues in Los Angeles
Alliance for Biking and Walking– I led three weekend “Winning Campaigns” trainings for them in Toronto, Denver and Little Rock. Participants developed campaign strategies that they took back and began implementing throughout the Country.
Center for Nonprofit Management – I led four trainings on fundraising at this great local center that provides numerous resources for local groups in LA.
Flintridge Foundation– I led three different trainings on fundraising, media and volunteer recruitment for this fantastic center that also provides nonprofits resources in Pasadena
L.A. Eco-Village – I led two trainings on facilitation for the CRSP Institute for Urban Eco-Villages, an exciting demonstration project for sustainability in LA.
My Own Fundraising Series – I hosted my own four-part fundraising series that sharpened the skills of folks that attended.
Coaching
I provided coaching for several environmental leaders throughout the year and helped build their capacity as leaders, fundraisers and facilitators.

I really enjoyed working with so many different leaders working on a variety of sustainability issues throughout our region.  I learned a great deal about so many different, but interrelated issues and greatly appreciate the work they are all doing. I look forward to serving even more organizations in 2010.
For more information about the services I provide as a consultant, check out any of the following pages: facilitationproject managementtrainings and coaching.
 
 

Facilitator on a Bike



A good facilitator brings some important materials to a meeting including an easel, markers, a small clock and most challenging of all to carry on a bicycle, a full sized posterboard to scribe notes to capture everyone’s good thoughts. Up until now, I have always asked clients to bring the posterboard because it was too challenging to secure on my small bike rack.

For a recent peer learning session I led for the Liberty Hill Foundation, one of the leading funders of social change movements in Los Angeles, I decided I would incorporate a little social change in my own lifestyle and bring everything to the training by bicycle.  Knowing I couldn't fit everyone on my existing bike, I remembered one of my neighbors here at the LA Eco-Village has an XtraCycle I could borrow, which is a bicycle trailer device designed to carry heavy loads.
I’m excited to report that I successfully carried the following items on one bicycle: that big posterboard, an easel, markers, handouts, my laptop computer and three bags of groceries that fed an impressive group of 15 leaders working on social change here in Los Angeles.  I really enjoyed the ride and the discussion that followed it.
Now that I know it can easily be done, I look forward to hauling all of my facilitation tools on bike to future trainings, retreats and meetings. While I can’t confirm it, I just might be able to say I’m the only bicycling facilitator in Los Angeles! If you need a facilitator or want to know more about what a facilitator does, check out my website.
See you on the streets of Los Angeles and remember that you can always carry more stuff on a bicycle than you think you can.  
 
 

Green LA

For the last two months, I’ve been working on an exciting project for the Green LA Coalition, LA’s leading environmental coalition actively working to transform Los Angeles into a greener City. 
Working closely with another consultant, Beth Steckler who I also used to work closely with when I consulted for Livable Places, we embarked upon an organizational assessment of the coalition where we interviewed over 25 people and also developed an online survey that 55 participating organizations in Green LA filled out. With this information, we presented an assessment report to Green LA’s steering committee last week. Based on this assessment, I will facilitate an upcoming retreat for the Coalition’s steering committee to help decide the future direction of the Coalition.
I’m really impressed with the Coalition’s work, the level of commitment from participants and the effective leaders that make this coalition work, both in participating organizations and in staff.   The Coalition is playing a key role in helping make LA a greener city, and I’m thrilled to help play a role as the Coalition moves forward.

For more information about the facilitation services I provide for nonprofits, check out my facilitation page.

Leadership LA in KTown

Last Friday, I facilitated another seminar for the Southern California Leadership Network.  This time, we looked at a specific neighborhood:  Koreatown.  I really enjoyed putting this seminar together, which invovlved developing the day's agenda and recruiting the speakers.  I especially enjoyed facilitating the afternoon debrief where participants talked about their experiences exploring various aspects of the neighborhood.   Here's a summary of the day that the Southern California Leadership Network just emailed out:

Leadership L.A. focuses on neighborhood development in Koreatown

The Class of 2009 learned how neighborhoods grow and develop in Los Angeles on Oct. 9 with Dr. Fernando Guerra of the Leavey Center for the Study of Los Angeles, Loyola Marymount University, who discussed the DNA of neighborhoods in the city and his "5 Ds" that have driven what L.A. has become: decentralization, democratization, deindustrialization, development of land and demographic shifts. The case study focused on Koreatown, where Fellows met with Korean-American leaders, including Leadership Southern California alumnus Hyepin Im, Korean Churches for Community Development; as well as local business owners, developers, community organizers, historians and neighborhood councilmembers. The class closed the session at the new Solair Wilshire transit-oriented development with L.A. City Councilmember Tom LaBonge. Read more about the day on Twitter by following @SCLN. View photo gallery



Learning to Facilitate

I’m leading another Introduction to Facilitation workshop this Tuesday evening, September 29th at the Los Angeles Eco-Village and invite you to attend.
Here’s more information about the workshop:  Facilitators play a key role in helping a group make decisions. They help create a safe environment where everyone feels like their input is valued. In this workshop, you'll explore the benefits of facilitation, explore the group decision making process, explore various tools a facilitator uses, and have the opportunity to practice facilitating a group (and receive feedback on your efforts). To sign up for this training, visit the LA Eco-Village webpage.
If the group you’re a part of needs to make important decisions, building a stronger team or wants to build better decision making processes, then you could probably use an outside facilitator to help. To learn more about the facilitation services I offer as a consultant, check out my facilitation pageOver the last four years, I’ve facilitated numerous groups in their decision making process and have blogged about many of these experiences.
Please contact me if you would like to discuss further.
 

Liberty Hill Workshops

I’m leading another series of fundraising workshops for the Liberty Hill Foundation, starting this Thursday with a two-hour peer learning session focusing on upgrading donors. How do you take someone who may have made a small donation to your organization on the spur of the moment and transform them into a regular donor? More often than not, nonprofit organizations that are so busy doing good work fail to build meaningful relationships with their donor base and in turn, lose out on needed funds they could have raised.
The series is for Liberty Hill grantees. During these sessions, I lay a foundation by presenting some best practices for the first 20 or so minutes and then for the remainder of the session, I facilitate a dialog between participants. We learn by sharing experiences, asking questions and getting answers from our peers. 
While this Thursday’s workshop is full to capacity, email me if you are interested in attending a future workshop. There are a limited number of spaces available for social-justice oriented nonprofit organizations.
Future Liberty Hill Trainings include:
THE ART OF ASKING DONORS, Oct. 15, 10 am to 12 pm
MANAGING DONOR INFORMATION, Nov. 19, 10 am to 12 pm
ENGAGING YOUR BOARD WITH FUNDRAISING, Dec. 17, 10 am to 12 pm
 
In addition to these trainings, I’m leading numerous trainings on a variety of fundraising, facilitation, volunteer and campaign related topics. More information can be found on my calendar page. I welcome you to attend any of these and/or forward the link to anyone you think might be interested. Thanks.

Facilitation and Flying

I recently had the pleasure to facilitate a one-day board retreat for the LA Audubon Society. Throughout the day, the group made important decisions about its budget, board, fundraising and their long-term vision.
One thing I like to do as a facilitator is a have everyone introduce themselves at the start of the retreat. I usually ask one fun question and for this group, I asked everyone if they could be a bird, what kind they would be. The diversity and beauty of answers was really wonderful (I answered that I would be a pelican for both their grace while flying over the ocean and goofiness when you look at them up close). 
After everyone introduced themselves, it occurred to me that at retreats like this we bring a wide diversity of perspectives, experiences and knowledge into the room, like the many species of birds folks mentioned. While we ranged from hummingbirds to eagles, the common denominator is that we all fly! I told the group that my role as a facilitator was to help ensure we all fly the same direction during this retreat, which is exactly what we wound up doing over the course of the day.
I especially love facilitating groups and am repeatedly told by clients that I’m an excellent facilitator. If your organization needs to gather its leadership to make important decisions, build a stronger team or set long term goals, please contact me to discuss how I might be able to help. For more information about my work in this area, check out my facilitation page. I also welcome you to attend my upcoming Introduction to Facilitation workshop on September 29 if you want to learn how to become a better facilitator yourself.
 

Building More Parks in LA

Lately, I have been doing some consulting work for the Los Angeles Neighborhood Land Trust, a fantastic organization that "facilitates the creation of small, accessible community green and open space, such as parks and gardens, to address the inequity of open spaces in Los Angeles’ underserved neighborhoods, and to ensure community participation and collaboration in every step of the process of creating these parks and community gardens."

I’m working closely with their board and staff to help them develop a strategy to implement their long term vision of developing 50 new parks throughout Los Angeles.  This work involves a lot of facilitation at meetings as we brainstorm and prioritize strategies. 

This is a collaborative consulting project for me not only because I’m working closely with their staff and board, but I’m also partnering with Steve Rasmussen Cancian, a former organizer turned into Landscape Architect that has breathed new life into neighborhoods with his engaging work to develop community living rooms, among other things.  Together, we are combining our talents and generating a lot of great ideas for how to generate community parks and open space in a 21st century Los Angeles. 

If you know of any local community groups that are interested in having more parks and open space in their communities, please email me

Words of Encouragement

I recently facilitated a day long planning session for the Beverly Vermont Community Land Trust, an organization working to exercise land stewardship as the basis for creating pedestrian-centered neighborhoods that emphasize sustainability-oriented affordable housing.

We had an especially productive retreat.  As a facilitator, I helped create a space for the Board of Directors to decide their organization's long-term goals, short-term goals and the beginnings of a 2009/10 workplan. 

At the end of the retreat, one of the participants shared a list she had been making throughout the day of “Ronisms”: little things I said to encourage the group as they made tough decisions throughout the day. 

Here are some of the things I said:  “Nice”, “Excellent”, “Good work”, “Awesome”, “That’s Great”, “Huge”, “Amazing”, “Lets Rock and Roll”, “Give yourselves a hand of applause”, “You folks have chosen well” and “We have less than 40 minutes people”.

I laughed as I heard this list and was reminded that part of my work as a facilitator is to help ensure full group participation in the decision making process, which is done in part by encouraging and affirming participation throughout the process.  By the end of the day, everyone was very happy with the results of their hard work and thanked me for my hard work as a facilitator. 

Introduction to Facilitation

Facilitation plays a key role in my work as a Consultant.  I've faciliated numerous retreats, board meetings and community meetings. On April 28th, from 7 to 9pm, I'll be leading an "Introduction to Facilitation" workshop at the Los Angeles Eco Village. I invite you to attend.  

Here's more info about the training:
"Facilitators play a key role in helping a group make decisions, especially intentional communities and neighborhood groups.  They help create a safe environment where everyone feels like their input is valued.  In this workshop, you’ll explore the benefits of facilitation, explore the group decision making process, explore various tools a facilitator uses, and have the opportunity to practice facilitating a group (and receive feedback).   Good facilitation can significantly raise the quality of life in any group that makes decisions together. Poor facilitation can sometimes chase valuable members away from a group."



 

Winning Campaigns

I’m here at LAX waiting to catch my plane to Toronto, Canada, where I will lead another “Winning Campaigns” training for the Alliance for Bicycling and Walking.  This highly interactive, fast-paced and fun workshop gives participants the opportunity to develop their own campaign strategy to win improvements in their local bicycling or pedestrian environment.  This will be the eighth training I have led, having also led trainings in the following cities over the last couple of years: Denver, Albany, Louisville, San Francisco, Los Angeles, Flint, and Philadelphia.

As always, I’m excited to meet local advocates and have the opportunity to bicycle around a new city to gain inspiration for ways in which we can make Los Angeles a better place to bicycle. Later in the year, I’ll lead the same training in Denver and Little Rock.  If you’re interested in learning ways in which to make your own community a better place to walk and bicycle, I encourage you to attend.

(Here's a link to some photos from the training)

Upcoming Trainings

I continue to provide a number of capacity building trainings that are open to the public and invite you to attend one of them.  To date, I have the following workshops scheduled and expect to lead several more throughout the year:

·         Hosting a Successful Fundraising Event (3/25)

·         Fundraising 101 (4/2)

·         Winning Campaigns (4/27/-4/29)

·         Introduction to Facilitation (4/28)

·         What’s your Message: Getting Media (5/7)

·         Essentials of Effective Meetings (Date TBD)

In addition to leading trainings that are open to the public, I now also lead customized trainings directly for clients (often for nonprofit staff and Boards of Directors).   Below is a list of trainings I’m able to lead.

 1. Fundraising 101

2. Developing a Strategic Plan

3. Developing a Fundraising Plan

4. Finding Funders: 

5. Tapping into the Wealth of Individuals

6. Crafting a Successful Annual Appeal Letter

7. Introduction to Grant Writing

8. Advanced Grant Writing

9. Hosting a Successful Fundraising Event

10. Building a Strong Board

11. The Art of Cultivation

12. Fundraising Infrastructure

13. Balancing Fundraising with your other Responsibilities

14.  What’s your Message? Getting Media

15. Campaign Planning 101

16. Finding, Engaging and Thanking Volunteers

17. Introduction to Facilitation

18.  Running Effective Meetings

Please contact me if you would like for me to create a customized training for your organization.   I hope to see you at a future training!

 

 

See You at the LA Bike Summit

I’m really excited about the upcoming Los Angeles Bike Summit on March 7th and encourage you to attend.  “The Bike Summit will bring together bicycle advocates, advocates for healthy communities, and others to network and to plan a bikable healthy future for Southern California.”

The Summit features four keynote speakers from New York City, Portland and Mexico, all with stories and experiences that Southern California can learn from.  I used to have the pleasure of working with one of these speakers – Noah Budnick from Transportation Alternatives in New York City, and am excited he’ll be in town. 

I’ve been working hard to leverage the impact of the Bike Summit by planning a series of meetings on the Thursday and Friday before the conference where I will introduce the Summit’s keynote speakers to staff from local elected officials, transportation agency staff, advocates working on transportation reform, the media and public health professionals.  At each of the five meetings we have scheduled, I will facilitate a forum for the keynote speakers to share best practices, take questions and then have a conversation where we can learn from each other.  Because for as much as Los Angeles has to learn from New York City, Mexico City and Portland, there’s quite a few things we can teach them about like implementing the Orange line dedicated busway/bikeway in the San Fernando Valley, which we will also be touring. 

Then Friday night, we’ll ride in the “Root Down Ride Around”, which will tour important sites of bike advocacy/culture in Los Angeles.  I’ll be presenting at one of the stops to talk about some of the work I did while directing the Los Angeles County Bicycle Coalition. 

I’m really excited about the Summit.  Not only will we be inspired from the keynote speakers, but there will also be over 20 workshops on a variety of topic.  I will be leading one of these workshops: Overcoming the Barriers of Bicycling through Social Networking.  The workshop will explore the BikeSage concept and launch our effort to begin recruiting a larger community of BikeSages in Southern California.  I hope to see you there.

 

Fundraising During Tough Times

“Will Nonprofits Survive” was the recent title of a panel sponsored by Zócalo Public Square (a great series that focuses on LA related issues). The answer is yes, though some may not during these challenging economic times. What nonprofits can do is develop short-term fundraising plan to solidify support from their existing funders and pursue strategies that generate new sources of income. 
 
This last weekend, I facilitated a three-hour fundraising strategy session for Hispanics Outreach Taskforce (HOT), which sponsors a variety of programs in South East LA County. HOT is a member organization of the Long Beach Nonprofit Partnership, which referred me to the organization.
 
We discussed a number of topics including assessing the organizations past fundraising efforts and setting some short and long-term goals for 2009. After going over some fundraising fundamentals and the fundraising process, we developed a short-term fundraising strategy that engaged the entire Board of Directors, as well as their Advisory Board, in the organization’s fundraising.   After three hours, the organization’s leadership had created an action plan and looked forward to implementing it. By jointly developing this action plan, as well as everyone committing to implement portions of it, HOT is well on its way to surviving through these tough economic times. 
 

Learning from Each Other

Last week, I attended a Green LA membership meeting and ran into some folks that work at Liberty Hill Foundation. For those of you that don’t know, Liberty Hill “partners with innovative and effective Los Angeles grassroots organizations to combat poverty and injustice, and help transform the "City of Angels" into a place that promises safety, equality and opportunity for everyone who lives here.”
For the last year, I’ve had the privilege of facilitating a quarterly peer roundtable for Liberty Hill grantees, with the aim to build participant's capacity for fundraising.  In addition to facilitating, I serve as a resource for the group and wind up sharing different lessons I’ve learned over the years as a fundraiser.  
I’m a big fan of peer-based learning and have enjoyed facilitating these sessions, where we have explored topics such as earned-income strategies, annual appeal letters, building a fundraising culture and hosting successful events. Peer-based learned provides a space for people to learn from each other and build stronger relationships at the same time.  The more nonprofit leaders can develop networks with each other to share best practices, the stronger the overall sector will be. 
 I’ve been inspired by the work of Liberty Hill’s grantees and am glad that Liberty Hill not only provides funding for these organizations, but that they also actively work to build the capacity for their grantees.

Where to Retreat?

Last weekend, I had the honor of facilitating a planning retreat for the LA Urban Rangers. It went really well! One thing the Rangers did which is often overlooked in planning these retreats, is that they selected a site outside the City of Los Angeles. We met at the Sedgewick Reserve, which is part of the UC Natural Reserve System, and is about 20 miles north of Santa Barbara.
While we worked hard during the day to define mission and new projects, we all had the opportunity to unwind during a sunset hike. We also had time to chat by the campfire and enjoy the beautiful landscape that surrounded us. By balancing the busy workload with being in a faraway place, we managed to get a lot of work done. 
For any organization planning a board or staff retreat, I recommend picking a site that feels far away from the day to day stresses of Los Angeles. While it means more work logistically, it usually leads to stronger results in accomplishing whatever your agenda is, as well as providing the space for participants to build stronger relationships with each other.

Why I like Consulting

Some weeks are busier than others. Last Thursday, I led a workshop for the Center for Nonprofit Management attended by 20+ representatives from various local nonprofit organizations. Over the weekend, I facilitated a retreat for the all-volunteer Bike Kitchen. Today and tomorrow, I’ve helped organize the U.S. Department of Housing and Urban Development’s Western Region Housing Summit. Given that my week and weekend have been so busy (with all three events being very positive), my blog this week is just a short update. Working with such diverse clients reminds me of one of the things I really like about consulting: the opportunity to work with different leaders from a wide-variety organizations that focusing a broad ranger of issues. 

The Value of Values

Earlier in the week, I facilitated a portion of a strategic planning process with the board and staff of Cultivating Sustainable Communities, an organization working on transforming Los Angeles into a sustainable City. Having already worked with the group to develop a new vision and mission, we then took some time to discuss and decide what the collective values of the organization were. 
 
Everyone comes to an organization with their own set of values, which guide them in their actions and decision making. What’s important is for an organization’s leadership to decide on what their common values are. Why? Because these values will play a key role in guiding the organization as it moves forward. The values will help them decide how to prioritize their work, and help them with the process of making difficult decisions. It will also shape how they interact with whoever they come into contact with.
 
After a brainstorm, we listed about 30 different values. We then combined like values and boiled them down to six general categories. From this list, we decided the key value for each category and came up with six values. From this list, they whittled it down to five guiding values for Cultivating Sustainable Communities, which everyone was really excited about.  I’m inspired by their choices and am really excited to see how these values shape the future work of the organization.

Decisions: Big vs. Small Group

Mission and Vision statements are critical pieces to any successful nonprofit organization.   After all, everything else the nonprofit does flows from these two all important questions.
 
An organization’s leadership can spend countless hours brainstorming, refining and deciding its mission and vision. Earlier this evening, I worked with one of my clients, Cultivating Sustainable Communities, to craft a new vision statement.
 
After working with the organization’s leadership to brainstorm different aspects of what should be included in the vision, we narrowed it down to four major themes. Given that we had already been working together as a group for more than an hour, I suggested we break up the larger group and have each small group work on creating a sentence for one of the major themes identified. 
 
This worked quite well! Within fifteen minutes, each group developed a proposed sentence which we combined on a sheet of paper for everyone to see. Together, we then refined the vision and explored one more theme to work on. At this point, I suggested we split the group into two, one to refine the sentences we had already posted and one to add a new sentence. Fifteen minutes later, we came back together as a group and after reviewing it, agreed unanimously in concept that folks were excited about this vision, and that the only work left was some final language refinements.
 
As a facilitator, I’m constantly looking for the best structure to assist with the decision making process. I believe that breaking up the larger group into smaller groups not only led to a decision made in less time, but that it also creating an even more engaging space for all board members to participate in the decision making process. Both the board and I are very pleased with the results.  

The Art of Facilitation

I recently had the honor of facilitating a board/staff retreat for the Los Angeles County Bicycle Coalition. After a day and a half, the organization’s leadership not only decided its annual goals and objectives, but they also built stronger relationships with each other that will fuel their work as they work to improve the bicycling environment and quality of life in Los Angeles County. 
 
Why have a facilitator? First, having an outside facilitator gives everyone else in the organization’s leadership the opportunity to participate in the decision making process. Second, a facilitator helps the group stay on track and make the key decisions it needs to make. Too often, a group can stray from it’s agreed upon agenda. While a group may have had a good discussion, if no key decisions were made, then the time could have been used more effectively.  While my role is to help the group reach a decision, at no point am I ever telling the group what decision to make. That’s the group’s role. My role is to help get them to that point.
 
By the end of the Bike Coalition retreat, everyone was excited to move forward. They worked hard during the entire retreat and at the end of the day, came to consensus on how they should move forward. I wish them the best and also look forward to writing more about more detailed aspects of facilitation in future blogs.

Welcome to my Blog!

Greetings,
Welcome to my new website! In addition to describing the services I provide, background on my experience and my past clients, I’m excited to launch a blog where I will share with you valuable lessons I’ve learned about nonprofit management over the last 11 years.  Every week, my goal is to capture a bit of wisdom I’ve learned that will hopefully be a resource to you and your organization.  Over time, I hope to build an online library that you can access anytime, on a series of different topics.  If there are certain areas you would like for me to address, or questions you have, please email them to me.  If you would like to discuss any of these areas in greater detail, please contact me.  Thanks and keep up the good work!
Cheers,
Ron

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