Developed by
Carter McNamara, Authenticity Consulting, LLC

Free Management Library's
Free, On-Line Nonprofit Organization
and Management Development Program
(the Free Nonprofit Micro-eMBA
by Carter McNamara, MBA, PhD | Library home page | Index of library topics

Much of this program is based on materials adapted from the
Nonprofit Capacity Building Kit(SM)

Hosted by
The Management Assistance Program

This complete, free, nonprofit organization development program can be implemented:

Note that this program is non-degree-granting. However, service organizations that adopt this program to provide it in their locale may choose to include evaluation and certification for learners and, if so, guidelines for these activities are included herein, as well.

IF YOU ARE FOCUSING ON A FOR-PROFIT ORGANIZATION: This program is focused mostly on nonprofit business organizations. If you prefer to learn about and/or start a for-profit organization, see the Free For-Profit Micro-eMBA (SM).

TO DEEPEN AND ENRICH LEARNING IN THIS PROGRAM: Adults learn best when they actually a) apply new information and materials, and b) exchange ongoing feedback with others about their experiences. You can substantially deepen and enrich your learning from this program by forming your own local learning community! Members of the community support each other to apply new learning, exchange ongoing feedback and share results from their experiences. Form peer learning circles for about $20 a person. Go to Peer Learning Guidebooks and see the Program Planning Kit to design your complete peer learning program -- then call us at 1-800-971-2250.!

The guidebooks include:
1. Field Guide to Develop and Operate Your Nonprofit Board of Directors
2. Field Guide to Leadership and Supervision for Nonprofit Staff
3. Field Guide to Nonprofit Program Design, Marketing and Evaluation

Table of Contents

Who Can Benefit from Program
Results for Learners and Their Organizations
Nature of Learners Who Will -- And Won't -- Thrive in this Program
Program Design and Format of Learning Modules
Cost of Program and Time to Complete It
Please Tell Others About This Program!
Providing Program Requires Little in Resources and Expertise -- Here's How!
Program Not to Be Used to Generate Profits
About Program Developer
How Do I Get Started?
Catalog of Learning Modules
Links to Each Learning Module

Who Can Benefit From Program

Results for Learners and Their Organizations
Personal and Organizational Outcomes (knowledge, skills and abilities)

Program Outputs (tangible results)
Learners in the program produce the following results:

Note that the recurring processes that produce the above items are at least as important -- if not more important -- than the items themselves. This program carefully guides the learner through those processes.

Nature of Learners Who Will -- and Won't -- Thrive in this Program
Who Will Thrive

This highly accessible and practical program is particularly useful for highly motivated learners who:
1. Trust their own ability to manage and carry out their own learning
2. Understand that in learning, you don't always get what you pay for -- but you get out what you put in
3. Prefer practical results (along with powerful outcomes) from a program, e.g., results such as plans, policies and procedures, job descriptions, financial statements, etc.
4. Who cannot afford to pay the rapidly increasing costs of tuition and materials
5. Who are geographically remote from educational facilities
6. Prefer to schedule and locate their own learning experiences
7. Can see the value of self-directed, “homeschooled” learning with the support of peers in an atmosphere of trust and confidentiality
8. Prefer to share ongoing ideas, materials and support among peers
9. Lastly, learners will thrive in this state-of-the-art program if they have a sense of adventure about new experiences and the patience for learning new ways of doing things

Who Will Not Thrive
Perhaps the best way to convey the nature of people who won't thrive in this program is to point out certain myths that many of us have come to believe over the years. This program will not be appealing to people who tend to believe (consciously or unconsciously) that:
1. The prettier the content and materials, the more valid the content and materials
2. The more expensive the program, the more learning that will be accomplished (the fallacy of "executive-level pricing")
3. The more books and binders in the program, the more learning in the program
4. Program certification and diplomas represent guaranteed learning that was accomplished by participants in the program
5. Learning occurs primarily in a classroom
6. Educators can always manage learners' learning better than the learners themselves

Program Design and Format of Learning Modules
Arrangement of Modules -- From Building Basics to Complete Nonprofit Fitness Test

The program includes 12, on-line learning modules. Modules are "courses" through which learners progress in the program. Materials and activities for learning are tightly integrated with each other across various modules in the program. A listing of the learning modules is included in the section Catalog of Learning Modules provided near the end of this program description. The section Links to Learning Modules directs learners through the learning modules in the order depicted in the catalog. Note that learners can choose to complete modules according to their own needs, as well.

Learners Can Start Anywhere in the Program
The program can be highly useful to learners regardless of the order in which they go through the modules in the program. Learning modules are arranged generally in the order needed to develop an organization from the ground up. Learners who are going through the program primarily as a form of training and development can proceed in a sequential fashion through the Links to Learning Modules, and address the a) topics for discussion and reflection and the b) activities to build systems and practices both of which are posed in each learning module.

Note that the activities required to build and manage a healthy nonprofit organization are usually very cyclical in nature -- for example, program planning often produces learning that, in turn, polishes previous strategic planning activities. Therefore, learners are guided to revisit certain portions of various learning modules at various points in the program.

Format of Each Learning Module
Learning modules (other than the first and last) have the following format:

Cost of Program and Time to Complete It
Program Costs
The cost of the program depends very much on how the learner chooses to go through the program. If the learner chooses to go through the program on their own (rather than, for example, as part of a group of learners sponsored by a local service provider), the program is entirely free. Otherwise, program costs are determined by the local service provider who sponsors the program.

Time to Complete Program
Learners can go through all of the modules in the program or they can choose their own set of modules and how those modules will be completed. Consequently, the amount of time to complete the program depends very much on how the learner chooses to go through the program. The more time and energy that learners invest in in the program, the more they will learn and accomplish for their organizations and careers.

Many of the learning activities in this program are activities that organizational leaders and managers should do in the workplace anyway to develop a healthy organization. Consequently, time in the program to conduct these learning activities should not be viewed only as "time in the program"; rather, this program helps learners turn their organizations and careers into "learning labs" where they get things done -- and learn at the same time.

As a very rough estimate, learners can spend anywhere from 10-40 hours in each module -- again this amount of time depends very much on how thorough learners are in reviewing learning materials and conducting activities to deepen and enrich that learning.

Certain modules include more learning activities than others. Therefore, the program sponsor and learners may choose to dedicate more than one meeting for these modules. For more information, Suggested Number of Meetings Per Learning Module in Here's How to Provide the Program.

Please Tell Others About This Program!

Thank you!!!

Providing the Program Requires Little in Resources and Expertise!
Providing the program in your area requires little in resources and expertise. See Here's How to Provide the Program.

Within certain limits, I can also work with you to customize the program to suit your needs, if needed. For example, you may want to modify certain topics.

Please contact me if you plan to offer the program so that I can notify you of program updates, provide tips, etc. I also would very much appreciate hearing your feedback to improve the program. To contact me about your considerations, please see contact information.

Program Not to Be Used Primarily to Generate Profits
This program was developed on a pro bono basis as a service to the nonprofit community. The study materials for the program are contained in the Free Management Library, also developed as a pro bono service. Because of the pro bono nature of the program and its resources, the program should not be used primarily to generate profits. Specifically, any fees to learners to participate in this program should be no more than the very low costs incurred to provide and operate the program. If you would like to offer the program in your community and have any questions, please see contact information.

About Program Developer
Carter McNamara, MBA, PhD, is a Twin Cities-based consultant and co-founder of Authenticity Consulting, LLC, in Minneapolis, Minnesota. He is also founder of the Free Management Library, one of the world's largest collections of free, on-line materials for the nonprofit and for-profit management community. The Library and this free nonprofit development program are graciously hosted by MAP.

Carter has 20 years of increasing leadership and management experience in a variety of organizations including startup, large for-profit corporation, public-private, nonprofit and large university. His background includes internal and external consulting in various areas of management and organization development.

He received the University of St. Thomas 1996 Community Service Award for volunteering over 200 hours a year over four years to area nonprofits. He holds a B.A. in Social and Behavioral Science, a B. S. in Computer Science, an MBA and a PhD in Human and Organization Development. The focus of his PhD studies was on organization and management development, including self-directed and peer-based forms of collaboration and learning.

How Do I Get Started?

Catalog of Learning Modules

Module 1: Program Orientation -- Getting Most from This Program
· Guidelines for You to Get Most from Program
· Tips to Improve Your Reading and Studying Skills
· Extensive Free, On-Line Resources for You
· Designing Your Best Approach to Program

Module 2: Understanding Your Nonprofit (including Starting Your Nonprofit)
(Starting Your Nonprofit)
· What Mean by "Nonprofit"?
· Are You an Entrepreneur?
· Jump Start with Fiscal Sponsorship?
· Complete Guidelines to Incorporation and Tax-Exemption

(Understanding Your Nonprofit)
· Classification of Your Nonprofit
· Key Roles in Your Nonprofit
· Basic Structures in Your Nonprofit
· Life Cycle of Your Nonprofit
· Culture of Your Nonprofit
· Verifying Your Nonprofit Meets Regulations

Module 3: Understanding Role of Chief Executive
· What is a Chief Executive Officer?
· Role of CEO
· Major Functions of CEO
· Core Knowledge and Skills for CEO Role
· Preparation for Building Board
· Preparation for Strong Board-Staff Relationships
· Avoiding "Founder's Syndrome"

Module 4: Developing Your Basic Management & Leadership Skills
· Basic Skills in:
· · · Problem Solving and Decision Making
· · · Planning
· · · Delegation
· · · Internal Communications
· · · Meeting Management
· · · Managing Yourself
· Optional -- Advanced Topics in Management and Leadership
· Optional -- Designing Your Management and Leadership Development Plans

Module 5: Building and Training Your Board of Directors
· Understanding Roles and Responsibilities
· Building Policies and Committees
· Building Committees
· Recruiting New Members
· Ensuring Strong Participation
· Board and CEO Evaluations
· Board Calendar and Operations
· Organizing Board Manual
· Training Board Members
· Verifying Health of Your Board Practices

Module 6: Developing Your Strategic Plan
· Understanding Strategic Planning Process
· Writing Your Mission, Vision and Values Statements
· Conducting Strategic Analysis
· Setting Strategic Direction
· Conducting Action Planning
· Developing Operating Budget
· Writing and Communicating Your Plan
·Monitoring and Evaluating Your Plan
· Verifying Health of Your Strategic Planning Practices

Module 7: Developing and Marketing Your Programs
· Understanding Guidelines for Program Design
· Constructing Program Logic Model
· Your Program Outcomes, Goals and Strategies
· Conducting Market Analysis for Each Program/Service
· Developing Your Public and Media Relations Plan
· Developing Your Sales Plan
· Developing Your Advertising and Promotions Plan
· Organizing Your Marketing and Promotions Plan
· Verifying Health of Your Program Planning Practices

Module 8: Managing Your Nonprofit's Finances and Taxes
(Financial Management)
· Basics of Bookkeeping and Financial Controls
· Budgeting and Deviation Analysis
· Cash Management
· Financial Statements
· Financial Analysis
· Verifying Health of Your Financial Management Practices

(Managing Taxes)
· Getting Tax-Exempt Status
· Filing Form 990s
· Unrelated Business Income
· Lobbying and Advocacy
· Verifying Health of Your Tax Management Practices

Module 9: Developing Your Fundraising Plan
· Overview of Fundraising Sources and Approaches to Them
· Board’s Role in Fundraising
· Writing Your Fundraising Plan
· Writing & Submitting Your Proposal
· On-line Fundraising
· Fundraising Software
· Hiring a Fundraiser
· Verifying Health of Your Fundraising Practices

Module 10: Supervising Your Employees and Volunteers
(Supervising Staff)
· Defining New Job Roles
· Recruiting Job Candidates
· Screening Applicants
· Orienting New Employees
· Delegating to Employees
· Ensuring Strong Performance
· Firing Employees
· Personnel Policies and Samples
· Verifying Health of Your Supervisory Practices

(Supervising Volunteers)
· Designing Your Volunteer Program
· Deciding Where Volunteers Can Help
· Recruiting & Screening Volunteers
· Ensuring Strong Performance
· Risk and Liabilities
· Verifying Health of Your Volunteer Management Practices

Module 11: Designing Your Program Evaluation Plans
(General Information)
· Understanding Program Evaluation, Goals and Types
· Overview of Data Collection Methods
· Guidelines for Analyzing, Interpreting and Reporting Information
· Pitfalls to Avoid
· Verifying Health of Your Program Planning and Evaluation Practices

(Outcomes-Based Evaluations)
· Getting Ready for Your Outcomes Planning
· Selecting Your Outcomes and Target Outcomes (including Developing Your Logic Model)
· Identifying Indicators for Each of Your Target Outcomes
· Deciding What Data You Need and How You Will Collect It
· Guidelines for Your Data Analyses
· Writing Your Outcomes-Based Evaluation Report

Module 12: Conducting Final Fitness Test of Your Nonprofit
· Compliance to Laws and Regulations
· Board Operations
· Supervisory Practices
· Strategic, Program and Personnel Planning
· Financial Management
· Fundraising Practices

Optional: Module 13: Practical Guide to Managing Ethics in the Workplace
· What is Business Ethics?
· Myths About Business Ethics
· 10 Benefits of Managing Ethics
· Ethics Management System
· 8 Guidelines for Managing Ethics
· 6 Key Roles and Responsibilities
· Ethics Tools: Codes of Ethics
· Ethics Tools: Codes of Conduct
· Ethics Tools: Policies
· Ethics Tools: Resolving Ethical · Dilemmas
· Ethics Tools: Training

Links to Learning Modules
Each of the following modules suggests specific materials for review, specific topics for discussion and reflection, and specific activities to develop basic systems and practices. Various modules also include assessments and guidelines to record and monitor action items from current and previous learning modules.

Module 1: Program Orientation -- Getting the Most from This Program

Module 2: Starting and Understanding Your Nonprofit

Module 3: Role of Chief Executive Officer (Executive Director)

Module 4: Developing Basic Skills in Management and Leadership

Module 5: Building and Maintaining Your Board of Directors

Module 6: Developing Your Strategic Plan

Module 7: Designing and Marketing Your Programs

Module 8: Managing Finances and Taxes in Your Nonprofit

Module 9: Developing Your Fundraising Plan

Module 10: Staffing and Supervising Your Employees and Volunteers

Module 11: Designing Your Program Evaluation Plans (including outcomes-based evaluations)

Module 12: Complete Fitness Test of Your Nonprofit

OPTIONAL: Module 13: Managing Ethics in the Workplace: Practical Guide for Managers

In Association with

Used by The Management Assistance Program for Nonprofits
2233 University Avenue West, Suite 360
St. Paul, Minnesota 55114 (651) 647-1216
With permission from Carter McNamara, MBA, PhD; Copyright March, 2000
"Micro-MBA" is a service mark of Carter McNamara
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