Mission, Strategy, and Evaluation | Virtual Standards for Excellence Implementation Series (1 of 6)

06/02/2021 10:00 AM - 12:00 PM ET




Mission, Strategy, and Evaluation | Virtual Standards for Excellence Implementation Workshop Series (1 of 6)
Wednesday, June 2 | 10:00 AM – 12:00 PM EST | Interactive Web Meeting

Moderated by: Tish Mogan, Standards for Excellence Director, PANO

Presented by: Standards for Excellence Licensed Consultant Judy Belaires, CFRE


Do you want to move your organization to the next level of effectiveness? Would you like to incorporate the latest practices to strengthen your leadership and management and could use some support? Would you like to have the potential of raising more money because donors and funders are confident about the quality of your programs and you have the evidence to prove it? Are you feeling like there is something more you could do to promote excellence in your organization?

If your answer to any of these questions is YES, the Virtual Standards for Excellence® Implementation Workshop Series is for you! This session, the first of six, covers the first Guiding Principle of the Standards for Excellence: Mission, Strategy, and Evaluation. We’ll look at things like how to ensure the board and staff plan strategically, the components of a strong program evaluations system, the elements needed to create and monitor strong, ethical partnerships, and more. We’ll provide lots of tools and resources for putting the information shared into practice, including:

  • Sample Strategic Plan Implementation/Action Plan
  • Sample Program Evaluation Matrix
  • Sample Policy on Strategic Partnerships


Join us for just this one or attend all six in the series! While all six workshops complement each other, they can each be viewed independently of the others. Don’t worry if you can’t attend every session – if you sign up for the full series, you’ll receive a copy of the recording and supporting materials for all six.


Each session will be interactive, offering opportunities to learn from the wisdom in the room through peer-to-peer sharing. We’ll have large group discussions where you’ll discover useful tips and strategies for applying the Standards in your organization as well as small group discussions using breakout rooms, where you can really dig in to how others’ practices can help you improve your operations (and where you can share promising practices of your own!).


Six Session Series Agenda:

All sessions take place on Wednesdays from 10:00 AM – 12:00 PM EST except session 3 of 6, Leadership Part II and Legal Compliance & Ethics, which will run an extra half hour, from 10:00 AM-12:30 PM EST. Click on each session title for more.


June 2, 2021: Mission, Strategy, and Evaluation (presented by Judy Belaires, CFRE)

  • Mission and Impact
  • Planning Strategically
  • Organizational Evaluation
  • Program Evaluation
  • Strategic Partnerships


June 16, 2021: Leadership Part 1 (Board) (presented by Rosalind Spigel, MSOD, ACC)

  • Leadership and Governance
  • Fiduciary Responsibility
  • Effectiveness
  • Succession Planning
  • Board Member Independence


June 30, 2021: Leadership Part 2 (Staff & Volunteers) and Legal Compliance and Ethics (presented by Deb Drury and Tom Tupitza, Esq.)

  • Executive Functions and Supporting the Board
  • Diversity, Equity and Inclusion
  • Maintaining Legal Compliance
  • Required Public Disclosures
  • Whistleblower and Conflicts of Interest
  • Ethics


July 14, 2021: Finance and Operations (presented by Cindy Bergvall, CPA)

  • Financial Budgeting, Reporting and Monitoring
  • Internal controls and Financial Policies
  • Personnel Policies
  • Administrative Policies
  • Risk Management and Insurance


July 28, 2021: Resource Development (presented by Stephanie Cory, CFRE, CAP)

  • Resource Plan
  • Sources of Income
  • Fundraising Activities
  • Donor Relationships and Privacy
  • Acceptance of Gifts
  • Fundraising on Behalf of the Organization


August 11, 2021: Public Awareness, Engagement, and Advocacy (presented by Ashley Suhler Tobin)

  • Educating and Engaging the Public
  • Advancing the Mission through Public Policy and Advocacy
  • Engaging in Lobbying and Political Activity
  • *Last 30 minutes optional for those who wish to learn about the accreditation and recognition program.


Single Login Cost:

Mission, Strategy, & Evaluation Web Meeting – $45 for PANO Members | $100 for Not-Yet Members

Full Series (20% Discount) – $216 for PANO Members | $480 for Not-Yet Members

Terms of Participation
Your purchase entitles you to a single login; multiple accesses to the Zoom webinar are not permitted. Please do not share the login information with others, as it may interfere with your ability to join. If multiple individuals from your organization would like to view the webinar, please purchase separate tickets for each person or consider a group screening ticket (below).

Group Screening Cost:
Mission, Strategy, & Evaluation Web Meeting – $150 for PANO Members | $333 for Not-Yet Members

Full Series (20% Discount) – $720 for PANO Members | $1,598 for Not-Yet Members

Terms of Participation
If you have 4-10 individuals interested in viewing this webinar or the full series, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 10 individuals to add to your group ticket.


This option makes the most sense when you have 4-10 individuals interested in viewing the webinar. For fewer than 4 attendees, a single login ticket for each person is the most cost-effective option. For more than 10 attendees, please email Christina at christina@pano.org to discuss options.

Materials & Login/Call-In Instructions:
Materials (PowerPoint and other handouts), along with instructions on how to login and call-in, will be emailed to attendees a few days prior to the date of the webinar. PANO uses Zoom as our webinar platform; you can familiarize yourself with Zoom and/or join a test meeting prior to these sessions.

Can’t attend? All registrants will receive a recording of the webinar following the live session!

What People Say About the Standards for Excellence:

“The information provided during these sessions would be so helpful for any board member, new or seasoned!”


“This workshop should be mandatory for all Governing Board members in a non-profit. I believe all the information presented to us was important and needs to be communicated to all board members.”


“I would highly recommend the accreditation process to any organization in the nonprofit sector looking to maximize their potential. The process is very straightforward, and the staff at PANO are a pleasure to work with!” – Nicolle Schnovel, Co-Executive Director, Berks Connections/Pretrial Services


“The Standards for Excellence seminars have certainly helped us all to improve multiple aspects of our organizations. I didn't have any idea how much I would learn from the process. I think the nonprofit sector in our area has moved up a notch because of the program! With the resources provided, I can focus on the actual programming and service delivery to our constituents. Thank you for such a great learning experience!” Mark Moyer, Executive Director, Setebaid Services

About the Facilitators:

Tish Mogan, Standards for Excellence Director, PANO (Series Moderator)

Tish earned an MBA with concentration in Nonprofit Management from Eastern University. This follows an MA in Theology from St. Bonaventure University and a BA in Mathematics with a minor in education from Gwynedd Mercy College.


Tish brings tremendous amount of experience in the fields of education, nonprofit administration, and business. Her education experience spans secondary through graduate level with previous experience as an adjunct faculty at Eastern University’s MS in Nonprofit Management program. Tish brings professional administration experience in creating and leading integrated strategies to align organizational objectives with key constituencies (investors, students, staff, and communities). Areas of expertise include program development, fundraising, fiscal and legal accountability, policy development, board management, and strengthening ethical cultures in organizations.


Currently, Tish serves on the board of PathStone Corporation. Learn more about Tish here.


Judy Belaires, CFRE, Major Gift Officer, Da Vinci Science Center (Session Presenter)

Judy is a multifaceted fundraising professional with 17 years of experience in a wide area of fundraising responsibilities, management, and building fundraising departments. Her major strengths are leadership ad team building, adherence to donor bill of rights and ethical fundraising, networking and community relations, mentoring, and strong attention to detail.


Judy has worked in donor relations, stewardship, annual giving societies, special events, grant writing, and capital campaigns. She also brings additional experience in branding, marketing, and community/corporate relations. Judy is especially proud of expanding corporate sponsorship programs to support regional workforce initiatives and establishing a giving society to actively engage individuals of means in the Da Vinci Science Center, where she currently serves as a Major Gift Officer. Judy has been part of the Da Vinci Science Center Philanthropy Department Team for 15 years, 6 of those as Director of Philanthropy.


In addition to her membership with PANO, Judy has been a member of the Association of Fundraising Professionals (AFP) since 2006 and a Board member for 8 years, serving as President of AFP Eastern PA Chapter from 2016-2017. She also serves on the Cedar Crest College Board of Associates, and is a member of the board, the Development Committee, and the Fundraising Ball Committee of the Allentown Symphony Association.


Judy holds a B.A. in Journalism and English from Moravian College and has been a Certified Fundraising Executive (CFRE) since 2012. Learn more about Judy here.

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