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TopicsLearning Objectives
By the end of the session or activity, you will have an overview of and tools to be able to:
Topic Presenters & Contact Information
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FEBRUARYCreating Community/ Building a Learning Community Explore the value and challenges of creating community, and created community agreements for LEAD.Blanca Tavera, LCSW
Principal, Matrix Consulting Institute
Phone: (831) 768-9398
Email: blancatavera@icloud.com
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Exploring Leadership - Strengthen effectiveness by discovering your own authentic leadership styles and assets
- Institute practices of reflection and growth that encourage development as an ethical, entrepreneurial and transformational leader.
- More effectively support the development of others as leaders
- Achieve greater alignment between personal values and professional practice.
Kaki Rusmore
Director, Center for Nonprofit Excellence
Community Foundation for Monterey County
(831) 375-9712 x 124
Email: kaki@cfmco.org

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Leadership Listening/ Nature of Human Beings Blanca Tavera
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Personal Mission Statement -Clarify and commit to your potential - your vision for your self in the worldKaki Rusmore
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Heart-to-Heart Listening -Provide heart-to-heart listening to your peers, staff, family and others
- Assist them in finding their own solutions to the challenges they face
- Use your natural healing mechanisms to clear your thinking, open your creativity and find solutions to challenges you face
Kaki Rusmore
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Oppression, Culture, and Diversity
- Respect and take pride in the many aspects of your own cultural heritage (including such aspects as race/ethnicity, socio-economic status, gender, sexual orientation, etc.)
- Consciously view your perspectives as being developed from within your cultural experience and the multiple limitations included in that perspective
- Respect and act as an ally to those whose cultural perspective is different than your own
- Engage in an ongoing commitment to learning, dialogue and self-reflection.
Blanca Tavera
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SystemsThinking, Success Analysis - Analyze systems all around us and how we interact with them
- Understand what contributes to successes and apply that in other circumstances
Kaki Rusmore
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SMART Goals / Organizational Change Goals - Understand the value of goal-setting and using effective tools to accomplish those things that are important to you.
- Be able to use the SMART goal tool to develop and accomplish goals in many realms of your life.
- Refine your Organizational goal to be SMART.
Kaki Rusmore
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Leadership Coaching (continues March-July)
- Learn an overview of the process and timeline of LEAD coaching.
- Gain an understanding of what leadership coaching is and how it differs from other types of support.
- Develop confidence and readiness to interview potential coaches.
Susie Polnaszek
Program Officer, Center for Nonprofit Excellence
Community Foundation for Monterey County
(831) 375-9712 x138
Email: susiep@cfmco.org
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March 13Leading from Where You Are - Understand and implement key best practices on how to move ideas forward and accelerate change
- Develop the ability to identify the obstacles you encounter in leading from where you are and new tools to overcome those obstacles.
Rebecca Perry
Rebecca Perry Leadership
(503) 353-7400
rebecca@rebeccaperryleadership.com
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Meeting Planning & Facilitation
- Plan meetings for success
- Facilitate meetings that result in positive outcomes and relations, including conversations for action and difficult conversations
Kaki Rusmore
Director, Center for Nonprofit Excellence
Community Foundation for Monterey County
(831) 375-9712 x 124
Email: kaki@cfmco.org

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April 10Community Assessment - Increase your confidence and clarity around the “what, why, and how” of community assessments.:

- Demystify community assessments
- Understand the connection between where you are in the process and what practices fit that
- Link sustainability to why we do community assessments
- Implement various aspects of and approaches to community assessment
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Program Development & Design


- Use theories of change and full-spectrum design tools to develop flexible, results-focused programs
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May 8Program Evaluation
- Design simple evaluation frameworks to help the organization use evidence to improve its programs and strengthen its communities.
- Develop evaluation frameworks that are consistent with and build on the elements covered in Program Development
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Strategic Thinking/ Planning

- Employ strategic thinking techniques in many levels of decision-making
- Identify and use simple, straightforward techniques to develop a focused strategic planning process that can be completed in a timely fashion with minimal resources
- Assist in developing a long-term vision for their organization, as well as the importance of aligning the organization’s core strategies to that vision.
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June 12Supervision
- Create an organizational culture of performance, creativity and teamwork
- Conduct effective performance reviews
- Develop individual and multi-staff professional development plans
- Recruit, develop and retain excellent staff - covered in online library
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Leading Organizational Change - Assess need and readiness for organizational change and plan for successful organizational change processes
- Facilitate and lead a planned, systematic and successful organizational change process.
- Cultivate an organizational culture that embraces change in order to strengthen continual organizational and programmatic improvement.
- Demonstrate practical skills as a leader of organizational change.
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JULY 10 & 11Cultural Competency in my Organization
- Respect and take pride in aspects of your own cultural heritage
- Consciously view your perspectives as being developed from within your cultural and educational experience and the multiple limitations included in that perspective
- Respect and act as an ally to those whose cultural perspective is different than your own and see clients as being experts in your own experience
- Assess your organizational services and think critically about cultural proficiency
- Engage in an ongoing commitment to learning, dialogue and self-reflection.
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Collaboration
- Move organizations from competitive relationships towards results-driven collaborative relationships, including networks
- Facilitate inter-organizational dialogue leading to identification of common themes, interests and goals
- Negotiate mutually-beneficial relationships and agreements leading to realistic plans involving other organizations
- Develop trust-building and accountability among organizations, including when working with cultures other than one’s own.
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Advocacy
- Articulate the ways the decisions that affect your population are made
- Analyze the context in which decisions are made and policy decided
- Identify and develop strategies to influence both policy and equitable access to service provision for individuals, families, communities and specific populations.
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Personal Leadership Examine and reflect on our “personal leadership” at a deeper level. Reminders of what you already know, and a few new possibilities. - Strengthen your effectiveness by discovering your own authentic leadership styles and assets
- Institute practices of reflection and growth that encourage development as an ethical, entrepreneurial and transformational leader.
- More effectively support the development of others as leaders (see homework)
- Achieve greater alignment between personal values and professional practice.
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August 14Fund Development
- Develop or refine the key elements of a case statement for your organization.
- Identify effective different fund development strategies for your organization, based on present resources, mission and future direction.
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Strategic Communications

- Develop strategic communication plans that support your organization's missions
- Use multiple mediums, tools and technologies to deliver your plan.
- Develop effective messages to communicate about your organizations
- Develop relationships with media to support your communications strategy.- covered in online library
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September 11Board Governance
- Articulate the appropriate roles of board and staff (relative to organizational change) based on different stages of an organization’s development.
- Demonstrate an understanding of effective strategies for developing strong, mutually supportive relationships with board members.
- Identify ways you can participate in building boards that champion your org's mission, are representative of the community and comprised of people with needed skills and experience.
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Community Leaders Panel/Dialogue
- Dialogue with community leaders
- Understand the perspective, benefits and challenges of being an executive director or community leader
- Analyze and critique some key practices for success of nonprofit organizations and how you relate to role of ED/community leader
- Identify the power dynamics in personal, organizational and community situations, and take them into account in planning your personal, team and organizational actions.
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October 9
Financial Management
- Read financial statements, budgets, and audits and identify areas of concern
- Develop practical program and organizational budgets based on realistic costs
- Coordinate well with boards and financial professionals for financial planning and review.
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Leadership in a changing world

- Apply a community change strategy that incorporates a critical analysis and long-term perspectives.
- Develop strategies for transformational change that lead to more equitable and inclusive communities.
- Develop and execute systems of accountability for community change work.
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Power Analysis
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November 13Organizational Goal Presentations
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December 11Graduation
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