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Professional Development: This Toolkit Helps You Make Your Case!

Let’s talk about your professional development.

You work in the nonprofit sector, and because of that, you tackle some of the world’s most difficult problems, as I’m sure you’ll agree.

You face these challenges with enthusiasm and firm resolution…and often with limited resources. To fulfill your organization’s mission and goals, you must have the tools to succeed.

But here’s a hard truth: It can be difficult to find the time and money to invest in professional development, as many nonprofit organizations, including yours, no doubt, tend to be chronically under-resourced. You will probably need to justify the expense of any professional development to your organization and its board, and that can be a tough sell.

So, I’ve developed a toolkit of five tools to help you get the nod to pursue your professional-development education.

Tool #1: General Tips

Let’s start with the things you should always be doing:

Make Your Request in Writing

Create a presentation that outlines the course or conference you would like to attend, and clearly outline as the costs as well as the benefits.

Focus on What Skills You Will Bring Back to the Organization

Clearly outline how your new skills will move the organization forward. Remember, you need to clearly show the benefit gained for the money spent. Include any facts and data you have about the uptick in donations and outreach made possible by your new skills.

Outline What Financial Gain Your Newfound Skills Will Bring to Your Organization

Be specific in correlating non-monetary engagement (volunteers and community) to long-term financial gain and mission fulfillment.

Offer to Share What You Learn

Offer to prepare and deliver a short presentation and Q&A to your colleagues. This will allow others in your organization to get the benefits of your attendance. This stretches the investment dollar benefits and makes the proposal far more attractive to the decision-makers.

Share the Webinar Outline or Conference Schedules with Your Colleagues

Engage your colleagues and board in the process of determining where these educational dollars are best spent to best meet your organization’s needs.

Tool #2: How to Calculate ROI for Attendance

To make your case for professional development, you will need to prove there will be a positive return on investment (ROI). While ROI seems like a daunting accounting term, it is actually very simple!

The ROI Equation

For your case to be made, you only have two considerations which need to be plugged into the equation for ROI:

  • The expenses (the “investment”)
  • Organizational and monetary gains

Easy, right? Let’s see how this works. We’ll start with expenses.

Expenses

Expenses simply refer to the actual cost of the development training, and the time you will be spending while participating in this training.

For the sake of demonstrating this equation, we will use the amount of $30 per hour as the gross cost for the employee’s time.

If a webinar costs $99, and you spend a total of two hours watching the webinar and reading the handouts (2 hours x $30 per hour) the employee time costs $60. This means the total expense of the webinar is $159.

Expenses get a little more complicated if the learning takes place over the course of several days or the training is held out of town. In that case the equation could look like this:

Conference fee costs $999, employee salary for two days (16 hours x $30 per hour) is $480, airfare roundtrip is $400, hotel for two nights is $400, and meal stipend is $100. This means the total expense of the conference is $2,379.

There are soft expenses that don’t pencil out in actual dollars, and you may need to consider these costs. An example of this would be the cost of an employee stepping in cover the workload for another employee who is away at a conference or attending a web course.

Organizational and Monetary Gains

It is important to clearly define the anticipated benefits to make the strongest case possible for attending the webinar or conference.

Remember, benefits are not just immediate monetary gains. The skills you acquire in professional development courses and the contacts you make at conferences will create long-term opportunities for growth and income, and those are benefits as well.

Tool #3: Expenses Worksheet

Expense

Guideline

Cost

Conference Registration

$

Flight

Try a web travel service to get a quick estimate

$

Lodging

Conferences usually have special rates

$

Transportation: Airport to Hotel

If flying: taxi? car rental? Bus?

$

Transportation: Hotel to Airport

If flying: taxi? car rental? Bus?

$

Mileage Reimbursement

Driving to conference or airport? Use google maps to calculate distances, then multiply miles by 56 cents/mile

$

Parking Reimbursement

At airport or at hotel

$

Food Per Diem

See IRS guidelines for conference locale rates.

Remember, most include breakfast, lunch, and breaks

$

TOTAL EXPENSES:

$

Tool #4: Benefits Worksheet

Your Organization’s Benefits

Specific Needs and the Conference Sessions and Training That Meet the Need

Networking Benefits

This conference will allow [specific team members] to network with other professionals in the industry. We will be able to take the pulse of what is happening for tools, technologies, and processes, and hear ideas we weren’t even aware of.

Teambuilding (if sending a big part of your group)

This conference will help build our team, providing a forum for team members to discuss tools, technologies, and processes and how we might apply them in our company to improve our information products, workflow, and processes.

Current Tools

Future Tools Exploration

Current Technologies

Future Technologies Exploration

Current Processes

Future Processes Exploration

Tool #5: Sell It with Words

When creating your presentation to explain the expected benefits, be specific and visionary. Let them know the short-term, mid-term and long-term benefit expectations.

Don’t just say: The storytelling conference would help me write better end-of-year-appeals.

Instead, say: Learning the skills to craft compelling and engaging end-of-year appeal letters is proven to boost first-time donors by up to 200 percent and repeat donors’ financial contributions by 50 percent or higher. In addition, by creating a campaign of follow-up emails over the ensuing six-month period, an additional 42 percent boost in engagement can be expected. On top of this, the storytelling strategies can also be employed for our appeal from the stage at our annual gala and can potentially garner an additional expectation of increased donor participation.

Facts and data about the benefits associated with attending a conference or webinar are often found on their websites or can be found by an internet search.

About the Contributor: A.J. Steinberg

As principal of Masquerade Events, A.J. Steinberg has been creating outstanding successful events for nonprofit and social clients since 1999.

Her workbook series, Successful Nonprofit Events, will be published by the CharityChannel Press in 2017.

With a background in marketing and fundraising, it was natural for her event-planning company to become specialists in nonprofit events. Working as a nonprofit consultant and liaison, A.J. became known for her success guiding volunteer committees in their production of nonprofit galas, fashion shows, concerts, and street festivals.

Working with a broad spectrum of nonprofits including The Jane Goodall Institute, Cystic  Fibrosis, BreatheLA, and Union Rescue Mission, A.J. became the leader in the field of committee-based fundraising. With a keen understanding of the benefits of engaging volunteer committees to create fundraising events, A.J. also studied the risks involved with having nontrained volunteers representing a nonprofit in their fundraising efforts.

In 2015, A.J. created Queen Bee Fundraising, which focuses on the art of nonprofit special event management. A.J. teaches volunteers and nonprofit professionals the strategies for producing successful fundraising events along with guidance on how to successfully lead volunteer committees to achieve their goals.

A.J. leads webinars and workshops, and appears at speaking engagements that teach the art of committee-based nonprofit special event management.

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