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December 02, 2016

Effective Executive Onboarding

Organizations can spend several months and significant resources searching for and interviewing a new executive leader. Yet, after the position is filled, the onboarding process often does not receive the same level of effort and energy as the hiring process which leaves new leaders vulnerable - a costly risk for any organization but more so for a nonprofit whose funds are already limited.


All organizations should dedicate considerable thought and resources to managing the transitions of their senior leaders. When hiring and readying top executives, having a strong onboarding program can help improve the odds of success and longevity for those individuals. Onboarding should be well-organized and tailored to your senior team so that new leaders know exactly what is expected of them and what they can expect in the weeks to come.

Onboarding programs should be systematic and essential, not organic. Having a transition timeline and Welcome Guide with checklists, sample documents, FAQs and phased transition plans provides a roadmap for the onboarding experience. Core topics should include unique aspects of the organization, company culture, team building and legal matters. Preparing easy-to-digest information that is packaged into short segments allows new leaders to personally identify the areas in which they desire additional, more in depth training.

We can’t say enough how critical planning is in equipping new leaders to successfully fulfill all expectations of them in their new roles. You can make your onboarding curriculum indispensable by leveraging the experience and wisdom of past leaders who can provide real guidance to incoming staff. Taking them on a personal tour of your organization, allows them to acquire a holistic perspective on your nonprofit and an introduction to board members as well as key partners is pivotal early on so a personal connection to the organization starts to manifest well before any first official meetings.

Don’t wait to see if a new leader can succeed with little to no preparation or support and don’t ask them to attend generic onboarding sessions such as Leadership 101. They have to view the process as an essential element and not a throwaway task.  Instead, zero in on your particular culture and the processes driving your organization and be sure to offer ongoing opportunities for learning and engagement during the executive’s first year.

Onboarding can often times be overwhelming and intense regardless of the size of your organization. Taking the time to develop a structured onboarding plan helps to ease the stress associated with transition and helps to ensure that your next nonprofit leader will have the tools necessary to succeed and continue the legacy you’ve already built.
October 08, 2016

8 Simple Nonprofit Cost Cutting Ideas

Working on a restricted budget isn’t easy. But you can take some simple cost-cutting measures to free up some more dollars for your mission. Here are UST’s top 8:

1. Get discounts by joining a nonprofit association. You can find one here. Most associations offer their members special benefits and discounts on everything from office supplies to insurance. In fact, UST is partnered with 80 national and state nonprofit associations whose members receive a waived enrollment fee when they join UST.

2. Get group discounts and share resources. If you can combine orders with other nonprofits or companies you work with or who share your building, you’ll receive better bulk pricing on all kinds of products. You can also share the costs of maintenance with others in the same building. You may even consider piggybacking on local businesses by asking if you can include your fundraising materials in their mailings. They may welcome the good will it generates for their company.

3. Is your organization a 501(c)(3)? Are there 10 or more full-time employees? If you answered yes to both, be sure to check out UST’s alternative to paying into the state unemployment tax system. It can save thousands annually because you no longer share in the state’s pooled tax system that is often driven by for-profit companies’ unemployment claims. Watch the one-minute informational video.

4. Save on printing. Today most people are used to receiving electronic communications in lieu of bulky printed pieces in the mail. Direct mail may still be an important part of your fundraising, but perhaps you can move to an e-newsletter to cut down on printing or provide electronic versions of your board book for board meetings. You can also use lower-weight paper to reduce printing and postage costs.

5. Try teleconferencing more often. Sometimes a video or phone conference is all you need to nail down specifics of a discussion, and it will save you big time on travel costs. (It works for job candidates and board members too!)

6. Save on employee training. Use videos, online training and/or another employee to provide training to new and existing employees. Self-paced training is typically best received by employees. And if you’re already a member of UST, you receive hundreds of online training courses for free through ThinkHR, which saves you about $6,000 annually.

7. Use public relations and social media to get free publicity. Talk to local media about covering an upcoming event, or provide guest columns or blogs to be published. And yes, you must be in the Twitter-verse nowadays for free PR. Don’t have an expert on staff? Recent college grads are a good place to look for social media expertise. Just make sure for interns or new hires that you create a social media policy so they don’t accidentally tarnish your reputation.

8. Use your board. Your board members should be part of your fundraising strategy. They should be able to help find sponsors for your events, and they shouldn’t be afraid to make the “ask” during fundraising season. In addition, they should be helping you find service providers and individuals who can provide the goods and services you need.

Got more ideas? Tell us on Facebook!
July 24, 2014

Budget Today, Succeed Tomorrow

Nonprofits are constantly looking for new ways to develop and achieve their mission-driven objectives. Unfortunately for smaller organizations, big aspirations aren’t generally matched by a big budget. So how can nonprofits manage financial restraints while also maximizing organizational sustainability?

Taking the time to plan out one’s budget, on a more consistent basis, can help an organization better identify, prioritize, and build towards their goals. To create an effective budget, follow these 6 simple steps:
 
  1. Build a Budget Committee—Committee members should be familiar with budget and goal history, as well as future objectives. The committee often includes the Board Treasurer, CFO, Executive Director, and other finance-oriented positions.
  2. Create Deadlines—Pinpoint the deadline for final approval, as well as mini-deadlines leading up to it. Delegate tasks to each committee member to ensure that everything is accomplished in an efficient manner
  3. Analyze Last Year’s Budget Do’s and Don’ts—Look for patterns in past budget fluctuations and identify potentially unrealistic goals. Which budget items were allocated too much/too little money? How have goal priorities shifted this year?
  4. Draft a Budget Structure and Timeline— Map out target goal dates for each objective, as well as their individually estimated costs. Don’t forget to include a reserve for miscellaneous expenses and potential emergencies.
  5. Present Budget to the Board—Because the Board often must approve the final budget, allow additional time for feedback and questions.
  6. Review Throughout the Year—After everything is finalized, continue to track your budget’s progress throughout the year. Comparing the estimated costs with your actual expenses will help determine the overall soundness of your budget.


In order to grow within the nonprofit sector, organizations must learn how to construct and abide by their determined budgets. Serving as a roadmap to achieving annual objectives, a well thought out budget can help nonprofits succeed without sacrificing excess funds.

Learn more about the importance of nonprofit budget planning here.