Planning Strategies for Non-Profits
We are surrounded by uncertainty and change. Technology is obsolete almost as soon as it is implemented, making expensive investments even more worrisome. The continuing debate over the Affordable Care Act has made healthcare...
When I was growing up in our family business, my Dad told me that everyone who works for a small business is a sales person. That’s the only way a small business survives. That’s...
During my brief break in July, I spent time catching up on social media. A participant in a nonprofit-centered Facebook group asked a question about what nonprofit boards should know about social media. There...
On May 25, the CPA firm RSM hosted an online CPE program on data-driven decision-making for nonprofits entitled “Utilize Your Data to Drive Better Decision-Making.” Past AICPA Chair Ernie Almonte recommended the program in...
Last week, technology giant IBM made news when it announced that it was “quietly dismantling” its historically successful telecommuting program. In this article in The Mercury News, writer Rex Crum reports that the company...
Planning important meetings or a board retreat? Make sure fidget toys are part of your supply arsenal. “Mom, do you know what a fidget spinner is?” my son asked me one day. “Do you...
In 2001, my marketing consulting firm, MarketFitz, took on the new and innovative company, Flexcar. It was the first company of its kind, a leader in the mega trend called “the sharing economy.” Flexcar...
Have you ever wondered how you can improve returns on marketing investments? Have you ever wondered why some non-profits seem to get more out of their marketing dollars, when others just get by? “Market...
Anyone who has worked with me knows I’m passionate about measuring the success of plans before and after execution. After all, how else do you improve? Fortunately, The Chronicle of Philanthropy announced this morning...
In early December, I had the great pleasure of listening to Jeff Kummer, Managing Director of Tax Policy with Deloitte. His presentation to Deloitte alumni addressed changes we can expect based on President Trump’s...
The Upturn Strategies blog provides practical advice to non-profit board members and executives trying to improve their strategic planning processes. For the past 18 years, the author, Heather Fitzpatrick, has facilitated strategic planning process for both for-profit and non-profit entities.
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