PLT/A: Organizational Excellence
The goal of PLT/A in Organizational Excellence is to equip senior staff and board leaders with sophisticated management and leadership skills, equal to their preservation advocacy skills, that will contribute to the sustainability and capacity of their sponsoring organization.
[My goal for PLT/A was] securing new tools for organizational excellence and exchanging best practices. I'm glad I came. I got a lot out of it.
Scott Heyl
Preservation League of New York State[My goal was] to gain insight into boards and board dynamics for a variety of organizations. This goal was exceeded because I learned how to affect boards and board decisions through a variety of avenues, like fundraising, investment, financial statements, etc.
J. Todd Scott,
Oklahoma Main Street
Who will Benefit?
Organizational Excellence is designed primarily for experienced executive directors or senior management staff of nonprofit preservation organizations. Board members who are in line to assume leadership positions may also benefit from participation, as well as others with responsibility for organizational capacity building.
Typical Schedule
DAY ONE
- Orientation and Introductions
DAY TWO
- Growth and Transition
Participants will develop an understanding of developing and maintaining a corporate decision-making board, that is representative of the broader community, as organizations reach a more sophisticated level, including redefinition of the roles of board members and working volunteers, leadership succession strategies, developing strong board-staff partnership, organizational structure options, and evaluation methods.
DAY THREE
- Fund Raising Tools and Strategies
Participants will develop an understanding of advanced level fund-raising techniques, including engaging board members in fund raising, identification and cultivation of major donors; capital campaign strategies; planned giving programs; and the balance of relationships between annual giving, membership giving, and capital campaign solicitations.
DAY FOUR
- Human Resources Management
Participants will develop an understanding of strategies and techniques for managing and motivating multiple staff and volunteers, including recruitment, employment and dismissal; delegation and supervision; team building; performance evaluation as a constructive tool; designing benefits packages; and achieving cultural diversity.
DAY FIVE
- Financial Management, Part I
Participants will develop an understanding of financial management concepts, issues and resources, including using the budget as a planning tool, creating and interpreting financial statements, predicting and managing cash flow, cash vs. accrual accounting, audit requirements, investment policies, and establishing and managing endowments and reserve funds.
DAY SIX
- Financial Management, Part II
- Program Wrap-Up and Evaluation
