Understanding the Need for Good Business Practices

ORSUCCEED IN A MORE EFFECTIVE AND EFFICIENT WAY

•Why is this training module important?

•How did we come to appreciate and recognize this need?

Why Now?• We have been redefining our relationship with

our projects• We are updating our programs and materials• We are changing our national governance model• We are building our organization for the second

hundred years

Understanding the Purpose•There is a significant difference between a

non-profit organization and a for-profit business• Incorporating good business skills will

benefit both•The for-profit model can be followed by the

non-profit

What business skills are we talking about?•Financial Analysis•Strategic Planning/Goal Setting•Using Data Analysis•Technology•Data Files and Databases

How can these skills benefit us?• They help us work smarter• They allow us to understand our financial

situation more clearly• They focus us on specific goals • They encourage us to analyze what we

are doing

How can these skills benefit us?•Use the skills of members to train other

members•Determining roles she can fill•Engaging non-members•Teach the basics of technology

Challenges of Technology• Time consuming• Keeping up with the changes• It can be abused• Knowing which technology to use in each

situation• Knowing when not to use technology

Next let’s look at Development• Professional experience as a fundraiser• Newly retired or discretionary time with

an interest in development• Charismatic and outgoing with the desire

to be trained in fundraising• Training possibilities to expand resume

Membership Outreach•A team approach:• Socially active• Well-connected• Newly retired, long-term member• Expertise in social work• Prominent in the community• Tech-savvy• Interested in special interest groups

Education and Advocacy•Who to approach:• Teacher/retired teacher• Knowledge of Hadassah materials• Tech savvy• Organizer• Politically active• Interest in social action• Knowledgeable about Zionism

Leadership Skills• Offer training to unit leaders using Region or

National resources• Create a team to explore how technology can be

helpful• Encourage participation in National Online Training

webinars• Be proactive in obtaining email addresses to cut

down on printed material

Additional Benefits• Strengthen and build our image as current and smart• Present a positive image with current and perspective

members / associates who are business savvy• Incorporate more efficient and effective ways of

fundraising, building membership, offering education events and leadership development• Evaluate what you are doing and learn from your

experiences

Next Steps• Offer training on specific skills to unit leaders• Review the Leadership Development and Training Library (Resources tab

on the intranet) for modules to be presented• Review information on various Hadassah sites/links to increase

knowledge• Reach out to members with knowledge of the skills needed; form teams• For further information and assistance, contact the National Leadership

Department in the Membership & Unit Services Division. HLD@hadassah.org