INSIGHTS

From Friction to Flow: Practical Strategies for Building Bridges Between Nonprofit CEOs and Boards

From Friction to Flow: Practical Strategies for Building Bridges Between Nonprofit CEOs and Boards

Nonprofit boards are often composed of dedicated individuals with expertise outside the organization's core mission. While their passion is invaluable, a lack of specific nonprofit market understanding can lead to a domino effect of challenges. The solution lies in building bridges, not walls. This ensures CEOs can translate passion into impactful strategies, keeping the organization relevant, effective, and true to its mission.

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Unlocking Impact: How Nonprofits Can Use Data to Drive Positive Change

Unlocking Impact: How Nonprofits Can Use Data to Drive Positive Change

Data is the fuel that propels effective decision-making, allowing nonprofit organizations to maximize their reach and achieve their missions more efficiently. This is why a data strategy is crucial - it empowers nonprofits to leverage their information to build a more impactful future. Data is a powerful tool, and in the hands of forward-thinking organizations, it can pave the way for a brighter future for both the organization and the communities it serves.

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Unlocking Potential: How Organization Design Can Boost Your Team's Performance

Unlocking Potential: How Organization Design Can Boost Your Team's Performance

Struggling with unlocking the full potential of your nonprofit team? You're not alone. Collaborative efforts can often be hampered by unclear communication, unhealthy competition, and unclear roles, leading to lost productivity and missed opportunities. But what if a framework existed to guide you in empowering your team to achieve peak performance? Imagine a team that collaborates seamlessly, embraces challenges with enthusiasm, and consistently achieves objectives. It's possible with the right framework.

Our nonprofit consultants have 5 tips based on real-world success stories help organizations like yours reignite employee passion, foster ownership, and drive measurable results.

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Northern Virginia Affordable Housing Alliance and Alliance for Housing Solutions Merge

Northern Virginia Affordable Housing Alliance and Alliance for Housing Solutions Merge

Curtis Strategy is pleased to announce the successful merger of the Northern Virginia Affordable Housing Alliance (NVAHA) and the Alliance for Housing Solutions (AHS) effective January 1, 2024. This transaction will create a unified voice for affordable housing advocacy in Northern Virginia.

The merger will bring together the strengths of both organizations, and create a regionally united and locally responsive impact strategy in solving the affordable housing crisis.

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CUNA and NAFCU Merge to Form America's Credit Unions

CUNA and NAFCU Merge to Form America's Credit Unions

Our consulting firm is proud to announce the successful merger of CUNA and NAFCU to form America's Credit Unions. This is a landmark transaction that will create the largest credit union advocacy and service organization in the United States. Together, America's Credit Unions will be able to provide even more comprehensive resources and support to credit unions of all sizes.

We are confident that this merger will be a positive development for the credit union industry and will help to ensure that credit unions continue to thrive and serve their members in the years to come.

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Embracing the Future: Strategic Planning for Nonprofit Sustainability

Embracing the Future: Strategic Planning for Nonprofit Sustainability

By embracing strategic planning and adapting to the ever-changing landscape, nonprofits can continue to deliver their vital services, address community needs, and make a lasting impact on the world. Strategic planning is not a one-time exercise; it is an ongoing process that requires continuous adaptation and refinement to ensure that nonprofits remain relevant, effective, and resilient in the face of challenges and opportunities.

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Merger Messaging: A Strategic Approach to Communications Planning for Nonprofit Mergers

Merger Messaging: A Strategic Approach to Communications Planning for Nonprofit Mergers

Nonprofit mergers in health and human services, associations, credit unions, and many other sectors can be complex and challenging, but they can also present significant opportunities for organizations to amplify their impact, enhance their efficiency, and serve their communities more effectively. However, for a merger to be successful, it is essential to have a strong communications plan in place. We have the steps you need to develop and implement a strong communications plan, to ensure that all stakeholders are informed about the merger, that any concerns are addressed, and that excitement and momentum are built for the new organization.

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Nonprofit Merger: Connecting Due Diligence and Integration Planning
Eric Curtis Eric Curtis

Nonprofit Merger: Connecting Due Diligence and Integration Planning

Connecting due diligence and integration planning can help to minimize disruptions to operations, ensure a smooth transition for staff and clients, and maximize the benefits of a nonprofit merger. Get tips from our team of nonprofit consultants on how to better connect due diligence and integration planning in the nonprofit merger process.

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5 Steps to Drive Accountability and Build a Culture of Performance

5 Steps to Drive Accountability and Build a Culture of Performance

Organizations are overflowing with data, but not all data is created equal. In order to use data to improve performance and mission outcomes, it is important to collect the right data, analyze it effectively, and make data-driven decisions.

Our nonprofit consultants recommend 5 steps to enable CEOs and COOs to use data effectively to drive the change needed to build a culture of performance.

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The Fundamentals of Feedback 

The Fundamentals of Feedback 

We’ve all heard the adage “feedback is a gift.” While most nonprofit leaders would agree, providing constructive feedback is a skill not all managers have mastered. Many managers are so uncomfortable giving feedback, that they avoid difficult conversations altogether. And receiving constructive feedback gracefully is another skill set altogether.

But studies show that high performing individuals crave feedback. In order to develop and retain that talent, and compete in the war for talent, we have to create a culture of feedback within our organizations. This means teaching our staff how to give - and receive - feedback effectively.

In this post, we will explore the do’s and don’ts for giving and receiving feedback and how you can support a culture of feedback within your organization.

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Four Pillars of Successful Performance Reviews

Four Pillars of Successful Performance Reviews

For the most part, leaders agree on the importance of performance reviews and high performing individuals crave feedback. So why does it feel so difficult to create an effective performance review process? And how should reviews be designed to ensure they are effective? In order to function at their best, performance reviews need to be consistent, objective, contextual, and impactful. 

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Capacity & Cost Savings Through Org Design

Capacity & Cost Savings Through Org Design

It is important nonprofit organizations remember to address ‘how we work’ before ‘how many of us are working’ in order to tackle capacity issues more effectively. Our nonprofit consultants recommend addressing the root cause of capacity issues to free up time and resources that can be used to achieve your nonprofit organization’s strategic goals. This will lead to improved performance, reduced costs, and increased efficiency. 

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The Secret to a Successful Nonprofit Merger

The Secret to a Successful Nonprofit Merger

In recent years there has been a massive upswing in the number of nonprofit mergers and affiliations throughout the country. As a nonprofit consulting firm that has facilitated a number of merger transactions for our clients, we have seen firsthand the factors that contribute to deal success. A nonprofit merger or affiliation (M&A) is weighted heavily on the relationships that exist between two organizations. Meaning, the currency of a nonprofit deal is the relationship that exists between the two organizations, which means the progress of the deal will move at the speed of trust.

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CEO’s Guide to Managing Capabilities and Complexity 

CEO’s Guide to Managing Capabilities and Complexity 

In recent years the role of nonprofit CEO has become increasingly complex. Between managing large-scale turnaround, merger integration, reducing costs, and technology implementation, nonprofit leaders are challenged with issues that require innovative thinking and new approaches to managing.

In this article, we are going to provide insight into two areas of focus that go hand-in-hand to help CEOs achieve short and long-term goals.

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How to Gain a Digital Competitive Advantage Over your Peers

How to Gain a Digital Competitive Advantage Over your Peers

Your non-profit peers are all working hard to serve their community and fulfill their mission. How can you know if you are gaining or losing ground against them? And once you know where you stand, is there anything you can do about it?

 While obvious metrics like the number of employees they have or their total budget will give you an overall sense of their scale, these metrics alone cannot tell you whether you are winning mindshare or gaining an edge in awareness, which can lead to better fundraising or an increase in your base of volunteers.

 Fortunately, there are ways to use online resources to find out how you compare to your peers. By analyzing search keywords, organic search traffic, ad budgets and social media sites, you can get a good idea of where you stand and where you need to improve.

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Benefit Strategy: Keep, Cut, Create, and Communicate!

Benefit Strategy: Keep, Cut, Create, and Communicate!

A benefits package is a great way to demonstrate how much you value your nonprofit employees. An effective benefits strategy is one that meets your employees’ needs while staying within your budget. A great benefits strategy combines employee needs, business needs, and aligns with your culture. If a merger isn’t in your future, it’s still important to reevaluate your benefits package regularly and remember to balance employee needs with the organization’s culture and budget.

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So you have a DEIB strategy. What now? 
Nell Callen Nell Callen

So you have a DEIB strategy. What now? 

Over the course of the last three years, many nonprofits have rightfully prioritized diversity, equity, and inclusion. But where do those initiatives stand today? Are organizations seeing the progress they hoped for? If you’ve seen some progress, but want to make sure your efforts don’t stall or if you aren’t seeing the engagement you hoped for, it might be time to regroup and make a new plan.

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Understanding the Benefits and Potential Drawbacks of Mergers

Understanding the Benefits and Potential Drawbacks of Mergers

Nonprofit mergers can provide organizations with the opportunity to achieve economies of scale, increase market share, and diversify their program or service offerings. However, there are also potential drawbacks such as cultural conflicts, financial risks, and regulatory hurdles that organizations need to consider as part of the merger process.

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3 Themes Taking Us Into 2023

3 Themes Taking Us Into 2023

2022 continued to be a year of rapid change for our mission driven clients and for the health and human services, association, credit union, and higher education sectors they operate in.

As the major shifts in the landscape show no signs of slowing, our nonprofit consultants have identified three themes that have been the focus of 2022 that will carry over into 2023: nonprofit consolidation, succession planning, and enhancing board governance.

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The Top 3 Takeaways from Nonprofit Organization Design Projects

The Top 3 Takeaways from Nonprofit Organization Design Projects

You may have heard the phrase “structure follows strategy”, which signifies the need to assess and change how an organization operates to ensure its ability to fulfill its’ nonprofit strategic plan. When our nonprofit consultants engage with clients during organization design projects we often see 3 common themes that arise throughout the process. The way in which the organization and its leadership respond to these themes is critical to success and the ability to achieve desired outcomes.

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