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

10/05/2022 10:00 AM - 12:00 PM ET




Mission, Strategy, and Evaluation | Virtual Standards for Excellence Implementation Workshop Series (1 of 6)
Wednesday, October 5 | 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 Deb Drury


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 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 provides 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


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, Leadership Part II and Legal Compliance & Ethics, which will run from 10:00 AM – 12:30 PM EST.


October 2, 2022: Mission, Strategy, and Evaluation (presented by Deb Drury)

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


October 12, 2022: Leadership Part 1: Board (presented by Karen Kispert)

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


November 2, 2022: Leadership Part 2: Staff, Volunteers, and Legal Compliance and Ethics (presented by Rosalind Spigel, MSOD, ACC, and Thomas A. Tupitza, Esq.)

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


November 16, 2022: 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


November 30, 2022: Finance and Operations (presented by Cindy Bergvall)

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


December 14, 2022: Public Awareness, Engagement, and Advocacy (presented by Linda Rentschler)

  • 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 the webinar, please have one person register selecting the group ticket. You can then enter the names and email addresses of up to 9 other 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 Have Said About this Series:

“It was a great series & I learned a lot! My Board actually adopted a Public Policy/Electioneering policy last week & decided to file the IRS election form. Definitely having immediate positive outcomes ?.”


“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.


Deb Drury, Consultant (Session Presenter)

With over 30 years of nonprofit experience, Deb has worked with new and established nonprofits and a wide variety of organizations including camps, counseling centers, churches, and Libraries. She has a long history of working with nonprofit boards and teams. This depth and breadth of experience has granted her a broad skillset and provided the tools to help nonprofits strengthen their foundation, build their governance and create a sustainable path for a long and effective life of service. Deb has trained and has qualified as a Standards for Excellence Licensed Consultant, and a Gallup Certified Strengths Coach. She also holds a certificate in financial coaching. She has a MS in Library and Information Science and a handful of undergraduate degrees that have supported her in her adventures. She strongly believes it’s never too late to learn something new and impact our families and communities for good. Learn more about Deb here.



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