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

04/19/2023 01:00 PM - 03:00 PM ET




Mission, Strategy, and Evaluation | Virtual Standards for Excellence Implementation Workshop Series (1 of 6)
Wednesday, April 19 | 1:00 PM – 3:00 PM EST | Interactive Web Meeting

Moderated by: Heather Giampapa, Director of Standards for Excellence and Development, PANO

Presented by: Standards for Excellence Licensed Consultant Deborah 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


Join us for just this one or attend all six in the series! Sessions will take place every other Wednesday, starting April 19. 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 into how others’ practices can help you improve your operations (and where you can share promising practices of your own!).


Six Session Series Agenda:


April 19, 2023: Mission, Strategy, and Evaluation (presented by Deborah Drury)

1:00 p.m. – 3:00 p.m.

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


May 3, 2023: Leadership Part 1: Board (presented by Karen Hosler Kispert)

10:00 a.m. – 12:00 p.m.

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


May 17, 2023: Leadership Part 2: Staff, Volunteers, and Legal Compliance and Ethics (presented by Rosalind Spigel, MSOD, ACC, and Thomas A. Tupitza, Esq.)

10:00 a.m. – 12:30 p.m.

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


May 31, 2023: Finance and Operations (presented by Cindy Bergvall, CPA)

10:00 a.m. – 12:00 p.m.

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


June 14, 2023: Resource Development (presented by Stephanie Cory, CFRE, CAP)

10:00 a.m. – 12:00 p.m.

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


June 28, 2023: Public Awareness, Engagement, and Advocacy (presented by Linda Rentschler)

10:00 a.m. – 12:00 p.m.

  • 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 Say About the Standards for Excellence:

“The program offered great insights on policies, procedures, and responsibilities of directors and staff.”


“I like that the classes allowed me to interact with other nonprofits and share ideas and resources.”


“This course reminds me of the value of being a PANO member. I have been sharing the information with our Leadership Team and reminding them to access the PANO website for resources, etc.”


“I appreciated the ability for open discussion throughout the session and Hearing stories of real experiences.”


About the Facilitators:

Heather Giampapa, Director of Standards for Excellence and Development, PANO

Heather brings twenty-plus years of development, communications, and nonprofit management experience to her role as PANO’s Director of Standards for Excellence and Development. Her career has included positions working in a variety of nonprofit fields, including health and human services, higher education, the arts, and healthcare.


Prior to joining the PANO team full-time, Heather worked part-time with the organization in membership, development, and conference management. She received her undergraduate degree in English and History from Muhlenberg College, her Master of Arts from the University of Richmond, and became a Certified Fund Raising Executive in 2017.


Deborah Drury, Executive Director, Elizabethtown Public Library (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.

Building on her experience, 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 Deborah here.


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