"PowerToolsforCoali/ons"Webinar
3/22/17
"AsktheUSBCTeam":Your
BurningQues9onsonCoali9on
Opera9onalEffec9veness
“PowerToolsforCoali/ons”
WebinarSeries
March22,2017
“PowerTools”Background
o 
Moderator:KinkiniBanerjee,Senior
Coali/onsRela/onsManager,
U.S.BreasIeedingCommiKee
o 
Seriesofbi-monthlywebinars,partofUSBC’s
training,technicalassistance,andcapacity
buildingsupportfornetworkofstate,
territorial,tribal,andcommunity
breasIeedingcoali/onsacrossU.S.
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
1
"PowerToolsforCoali/ons"Webinar
3/22/17
WebinarAccess
o 
o 
o 
AccessisopentoallinterestedbreasIeeding
coali/onmembers
Topic/speakerdetailsareposted1-2weeksbefore
eachsessiononapageontheUSBCpublic
website:
n  www.usbreasIeeding.org/power-tools
SessiondetailsarealsopostedintheCoali/ons
LearningConnec/on(useraccountrequired):
n  www.usbreasIeeding.org/CLC
SeriesFormatUpdate
o 
o 
o 
Tostreamlineaccess,thesewebinarshavebeenset
upasaseries.
Youonlyneedtoregisterfortheseriesonce,andyou
willthenreceiveauto-remindersofeachsessionwith
thetopic/speakerdetails.
EventhoughyoumaynotbeabletoaKendevery
sessionlive,theseriesregistra/onwills/llsendyou
auto-reminderssothatyouhaveeasyupdatesonthe
topicandlinkstothelivewebinarandarchives.
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
2
"PowerToolsforCoali/ons"Webinar
3/22/17
WebinarMaterials
o 
Tofindarchivesofpastsessions:
q  Followthelinkfromyourconfirma/onor
remindere-mails
OR
q  Gotowww.usbreasIeeding.org/power-tools
WebinarMaterials
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
3
"PowerToolsforCoali/ons"Webinar
3/22/17
Q&A
o 
Duringtoday'ssession,allaKendeeswillbein
listenonlymode.
o 
Ques/onsmaybesubmiKedatany/me
duringthewebinar.Pleasetypeyour
ques/onsintotheQues/onsboxonyour
webinarcontrolpanel.
WebinarControlPanel
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
4
"PowerToolsforCoali/ons"Webinar
3/22/17
TechnicalIssues
Audioproblems?Otherques/ons?
Pleasee-mail
coali/[email protected]
Today’sTopic
“AsktheUSBCTeam”:Your
BurningQues9onson
Coali9onOpera9onal
Effec9veness
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
5
"PowerToolsforCoali/ons"Webinar
3/22/17
StaffTeam
MeganRenner
Execu/veDirector
CamilleAbbe
Mee/ng&Conference
Manager
CherylLebedevitch
WorkplaceProgram&
CampaignManager
AmeliaPsmythe
DeputyDirector
KinkiniBanerjee
Sr.Coali/onRela/ons
Manager
DenaeHearPield
Sr.Coali/onRela/ons
Coordinator
LyneQeAnwulikaAnigbo
SarahWalz
PR&Communica/ons Program&Campaign
Coordinator
Coordinator
(1)VolunteerManagement
Howdosmall(40members,including7board
members)volunteer-basedstatecoali9ons
engagealltheirmemberstopar9cipateinthe
ac9vi9esandgetprojectsdone?Ourboard
currentlydoesMUCHofthelegworkofthe
organiza9on.Itcanbeoverwhelmingandwe
runtheriskofburnout.
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
6
"PowerToolsforCoali/ons"Webinar
3/22/17
(1)VolunteerManagement
o 
DecisionsaboutWHATtodo
ApproachestoHOWtodoit
o 
Butalso…BurnoutisREAL!
o 
n 
n 
n 
10TrickstoAvoidNonprofitBurnout
HowtoAvoidStaffandVolunteerBurnout
6WaysNonprofitsCanPreventVolunteer
Burnout
DecisionsaboutWHATtodo
o 
Howdoyoumakethesedecisionstoensurealignment
ofac/veprojectstocurrentcapacity?
n 
n 
n 
o 
Fundedvsunfundedprojects
Individualpassion/petprojects
Evenwhenhavemanyvolunteerdo-ers,s/llneedcentral
coordinator(stafforboard)
Doesyourcoali/onhaveastrategicplan?
n 
n 
n 
Isitdifferen/atedfromyourStateBFBlueprint?
Doesitincludeatleastonegoalaroundbuildingyour
infrastructure/capacity?
Howonendorevisitit?Setshorter-termpriori/eswithinit?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
7
"PowerToolsforCoali/ons"Webinar
3/22/17
DecisionsaboutWHATtodo
o 
IdeaMapping:Foreveryprojectidea,consider,
“WhoNeedstoAct?”
n 
n 
n 
o 
Individualorganiza/ons
Groupoforganiza/onscoalescingtogether
Policymakers
Thenmakesuretoalignyourapproach
n 
n 
Arethereotherorganiza/onsthatshouldbe
engaged?
Dotheyhavecapacitytosharewiththeeffort?
ApproachestoHOWtodoit
InfrastructuresupportsfromUSBC:
o  Coali/onCommunityWorkspaces:
n 
n 
n 
o 
PrivatespaceswithinUSBCwebsite
Toolsfornetworkingandvirtualcollabora/on
USBCprovidesFREEsetup,training&techsupport
SGCTAAc/onDirectory:
n 
n 
Public-facingresourceonUSBCwebsite
Beforeembarkonanewproject,lookforexamples
tobuildon(avoidwheelreinven/on!)
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
8
"PowerToolsforCoali/ons"Webinar
3/22/17
CommunityWorkspaces
o 
o 
o 
Privateonlineworkspaceforeachstate/
territorialcoali/on,aswellasaNa/onal
Na/veAmerican
Localcoali/onscanrequestaseparatelocal
forum(listserv)&filelibrarywithintheir
statecommunity
Equippedwithtoolssuchaslistservs/
discussionforums,blogs,filelibraries,roster
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
9
"PowerToolsforCoali/ons"Webinar
3/22/17
SGCTADirectory
o  20PublicWebpages
o  Eachwebpageconsistsof
Implementa/onstrategies
Ø  USBCresources
Ø  Ac/vi/esatNa/onal,State,and
Communitylevelsàpopulatedfromyour
GroupProfile
www.usbreasPeeding.org/ac/on-directory
Ø 
(2)Communica/ons
WewanttostartpublishingamonthlyenewsleWerforourcons9tuents(coali9on
members,supporters,keyinfluencers)onour
largelistserv.Whatresourcesandsugges9ons
couldyouprovideustostartandsustainthis
ambi9ousplan?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
10
"PowerToolsforCoali/ons"Webinar
3/22/17
GebngStarted
o 
Signupforallrelevantstate/localnewsleKersand
blogs
n 
n 
n 
n 
o 
o 
o 
State/localagencies(DeptofLabor,DeptofHealth,etc)
Coali/onmember/partnerorgs
Localfounda/ons
PerinatalQualityCollabora/veorotherini/a/ves
Thiswillprovideexamplesofformarng,design,
andlength*and*serveassourcesofcontent
Perfectprojectforasummerintern
BorrowfreelyfromtheUSBCe-NewsleKer!
Cura/ngContent
o 
USBCtriageprocess:
n 
n 
USBCstaffusesanonlineformto
tracknewsandac/onsgathered
fromnewsleKersubscrip/ons,
socialmedia,mediaoutlets,etc
Eachweekthesearesortedand
distributedtothemostappropriate
communica/onchannel
(newsleKer,socialmedia,topic-
specificlearningcommuni/es,etc.)
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
11
"PowerToolsforCoali/ons"Webinar
3/22/17
LaunchingYourNewsleQer
o 
o 
o 
Iden/fywhatyouhopetoaccomplishwith
thenewsleKer
DecidehowthenewsleKerwillbedistributed
andwhotheaudienceis(Coali/onmembers
only?Isthereasignupprocess?)
Iden/fyyournewsleKerstructure
(3)Fundraising
Westretcheverycoali9ondollartoimplement
programsandac9vi9es.Asaperenniallycashstrappedorganiza9on,wewouldloveideasfor
fundraising.Also,whataresome(legal)
considera9onsweneedtokeepinmindaswe
explicitlyaskfordona9ons.
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
12
"PowerToolsforCoali/ons"Webinar
3/22/17
FundraisingResources
o 
PowerToolsWebinar:Fast
andFuriousIdeasfor
Fundraisingforthe
Holidays
n 
n 
Topicsaddressed:solici/ng
dona/onsregardlessofIRS
taxexemptstatus,
fundraisingplaIorms,keys
totheask,andmore!
Includestemplatesfor:
socialmediamemes,direct
dona/onappeal,local
founda/onoutreach
FundraisingResources
o 
PowerToolsWebinars:
Founda/onCenter
n 
n 
GrantseekingBasics:ini/al
stepstograntseeking,
Founda/onCenter
resourcesyoucanuse
Introduc/ontoProposal
Wri/ng:overviewof
standardprojectproposal
toafounda/on
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
13
"PowerToolsforCoali/ons"Webinar
3/22/17
(4)Coali/onInfrastructure
Asourcoali9ontakesonmoreini9a9ve,and
raisesitsvisibility,weareunabletosustainthis
workonthebacksofvolunteersalong.We
wouldliketoexplorethepossibilityofapaid
staffposi9ontomanagetheadministra9onof
ourcoali9on.Whatsugges9onsandsupport
canyouoffer?
Coali/onInfrastructure
Asourcoali8ontakesonmoreini8a8ve,and
raisesitsvisibility,weareunabletosustainthis
workonthebacksofvolunteers.Wewouldlike
toexplorethepossibilityofapaidstaffposi8on
tomanagetheadministra8onofourcoali8on.
Whatsugges8onsandsupportcanyouoffer?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
14
"PowerToolsforCoali/ons"Webinar
3/22/17
GrantLanguagefor
ProvisionofCoali/onStaff
o 
Firstconsidera/on:“Administra/onofthecoali/on”
n 
n 
o 
Shinfocusfromindividualpeopledoingprojectsor
administra/vework,tovalueproposi/on:
n 
o 
Helpfultohavepaidstaffforbasiccommunica/ons
Butwhatmakesthatinteres/ngtoafunder?
Coali/ondoinglarge-scalePolicy,Systems&
Environmental(PSE)changework
Whenfocusisonbringingorganiza/onstogether,
thenthecoali/onstaffrolescarrysignificantvalue
Collec/veImpactApproach
o 
o 
BenefittoapplyingCollec/veImpactapproach
FSG:UnderstandingtheValueofBackbone
Organiza8onsinCollec8veImpact
n 
n 
o 
Serveasacommunica/onhub,buildpublicwill
Guidevision,strategy,ac/vityalignment,shared
measurement,policyandresourcemobiliza/on
Organiza/onscomingtogetherinacoali/onneedan
en/tytoplaythisbackbonerole
n 
BreasIeedingcoali/onsthatbringtogetherorganiza/ons
forcollabora/veworkhaveintrinsicvalueintheir
conveningandsupportfunc/ons.Pitchthattofunders.
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
15
"PowerToolsforCoali/ons"Webinar
3/22/17
StaffRolesinCoali/ons
o 
Severalcoali/onshavewriKenrolesandjob
descrip/ons,contractorsalaryranges,etc:
n 
o 
o 
CA,IN,KS,KY,MI,NMandOR…
Addyourcoali/ontothechatboxtoletus
knowifyouhaveexperiencewiththis
Ongoingbasis,usetheCoali/onDiscussion
forumtoshareresourceswitheachother
(5)Coali/onStructure
o 
AsanMCHstaffleaderofmystate/territory
healthdepartment,Iamtheprimaryperson
managingthecoali9on.Asourcoali9onengages
largernumbersofstakeholdersfromacrossthe
SGCTAsectors,therearedoubtsexpressedabout
ourcoali9on’sautonomyandcommunityfocus,
asmembersfeelacoali9onneedsagoverning
bodyandbylaws,andcannotbeadministeredby
agovernmentemployee.HowdoIclearupthe
concernsofmycoali9onmembers?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
16
"PowerToolsforCoali/ons"Webinar
3/22/17
USBCCoali/onGuidelines
BreasIeedingcoali/onsshouldmeet,orbeworking
towardsmee/ng,thefollowingguidelines:
o 
o 
o 
Coali/onmembership&leadershipismul/sectoraland
includes,ataminimum,repsfromrelevantgovernment
departments,non-governmentalorganiza/onsincluding
consumer(parents)groups,andhealthprofessionalassns….
State/territorialcoali/onshavestate/territorial-wide
representa/onandconductopera/onsorac/vi/esofstate/
territorial-widescope….
Coali/onhasregularmee/ngsthatareopentodiverse
poten/alstakeholders….
hQp://www.usbreasPeeding.org/d/do/1751
Coali/onStructure
Considera/ons
o 
o 
Doesyourcoali/onwant/needtobeabletolobby,tobean
independent,non-govtvoiceforlegisla/ve/policychange?
Ac/on20oftheSGCTAtalksaboutboththefederal
interagencyworkgroup&theUSBC—dis/nctbodies.
n 
n 
n 
n 
n 
n 
o 
TitleVMCH,HealthyStart,HomeVisi/ng
WIC
InfantMortality/SafeSleep
Nutri/on/Obesity,ChronicDisease
CommunityHealth
Labor,Educa/on,Jus/ce,etc.
IsbreasIeedingincludedinallrelevantareasofyourstate’s
publichealthagenda?Whereitisac/ve,areini/a/veswellcoordinatedacrossprograms&fundingstreams?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
17
"PowerToolsforCoali/ons"Webinar
3/22/17
Ifcontempla/ngstructure
change…
o 
Seefirstwebinarsessioninthe“PowerTools”
series:“Naviga/ngNonprofitStartup”
n 
n 
n 
Filingar/clesofincorpora/onw/yourstateto
formanonprofit
ApplyingforexemptstatuswithIRS
Registeringwithstate(s)whereyouplanto
fundraise
o 
Contactus:coali/[email protected]
(6)SocialMedia
Ourcoali9onisinterestedinimprovingour
visibilitybyrampingupoursocialmedia
presencetobuildalargernetwork,engagein
advocacyandinvolvethecommunityinsupport
ofourmission.Whatresourcesand9pson
socialmediacouldyousharetohelpusget
started?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
18
"PowerToolsforCoali/ons"Webinar
3/22/17
USBCSocialMedia
Webinars
o 
TwiKer101:TakingTwiKerbyStorm
n 
hKps://youtu.be/d8Mofz5JVDE
o 
LookoutforourupcomingSocialMediaAdvocacy
webinarfortheMayPowerToolswebinaronMay
17
One-on-One
Wearelaunchingone-on-oneTwiKer
trainingandtroubleshoo/ng!
-  Interac/ve
-  Personalized
Wewillsendanemailwith
informa/onabouthowtosign-upfor
a/meslot.
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
19
"PowerToolsforCoali/ons"Webinar
3/22/17
(7)RiskManagement
Ourcoali9onisconcernedthatwehavenot
maintainedrecordsofourmee9ngagendas
andrelateddocuments.Howdowereducethe
risktoournon-profitand/ortaxexempt
status?
RiskManagement
o 
o 
Top10LegalChecklistforNon-Profits.Power
Tools.Sept2016
Coali/onaffiliatemembershiptoNon-Profit
RiskManagementCenter
n 
n 
n 
n 
Atwebsitenonprofitrisk.org
ClickonthewhiteAffiliateLogin
ClickontheorangeCreateYourforAccount(pleaseallow24-48
hoursfortheaccounttobeac8vated)
Aner24hours,enteryouremailandthetemporary
passwordriskmanagement
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
20
"PowerToolsforCoali/ons"Webinar
3/22/17
RiskManagement
o 
o 
o 
o 
RISKeNews
www.nonprofitrisk.org/library/enews/enews.shtml
MyRiskManagementPlan,acloudappusedfor
crea/ngacustomriskmanagementplan
www.myriskmanagementplan.org
MyRiskManagementPolicies,acloudappusedfor
draningcustomriskmanagementpolicies
www.myriskmanagementpolicies.org
RiskManagementEssen/alsNewsleQer
hKp://nonprofitrisk.org/library/newsleKer/
newsleKer.shtml
(8)GoverningDocuments
Ourcoali9onisinprocessofamendingour
bylawsandweneedhelpinwri9ngabylaw
rela9ngtogivingcontribu9onstovarious
communitycauses.Ifeelweneedsome
guidelinestohelpuswithourdecisionmaking
process.
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
21
"PowerToolsforCoali/ons"Webinar
3/22/17
GoverningDocument
Hierarchy
State Nonprofit Law
o 
o 
Bylaws
o 
Policies &
Procedures
o 
Organiza/onalgoverning
documentsmaynotbe
inconsistentwithstatelaw.
Inorderofhierarchy,statelaw
prevails,followedbytheAoI,
bylaws,andanyboardapprovedgovernancepolicies
orprocedures.
Eachdocumentonlowerrung
mustbefullyconsistentand
compliantwiththoseabove.
Ifnotconsistent,higherrung
prevails.
Ar/clesofIncorp&Bylaws
Considera/ons
o 
o 
Besuretothoroughlyreadyourstatelawsec/onre:
whatnonprofitAoIandBylawsmustinclude
Recommendnomoredetailthanrequired!!
n 
Ifincludeextradetailinhigherrung,andlaterwantto
removeorchange,havetoamendthehigherrung
o 
o 
n 
BothAOI&Bylawsamendmentstypicallyrequirevoteoffull
membership
ForAOI,alsomustfileamendmentandpayfeestostate
Suggesttoonlyputinbylawsthesec/onsrequired
byyourstatelawàdotherestofyourgoverning
withPolicies!
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
22
"PowerToolsforCoali/ons"Webinar
3/22/17
PoliciesConsidera/ons
o 
o 
Canrequireamendmentbyboardvoteorfull
membershipvote
Oneapproachistodifferen/ateapprovalprocedure
basedoncontentofpolicy,e.g.:
n 
n 
n 
Ifpolicyaffectsboardfunc/oning(e.g.,budget&financial
management,hiringCEO)àhaveboardapprove
Ifpolicyaffectsmembershipàhavefullmembership
approveoratleastseekfeedbackonnewpoliciesor
changestoexis/ngpolicies
IfpolicyaffectsaspecificcommiKeeàseekfeedbackfrom
commiKee’scurrentmembers,haveboardapprove
Dona/onsPolicies
o 
USBChasPolicy&Procedureforincoming
n 
o 
o 
USBChasneverhadbudgetedfundsforoutgoing
dona/ons,sodoesnothaveapolicy
Considera/ons:
n 
n 
n 
o 
USBCPolicyLibrarypubliclyavailableviaCLC
Thisisanexpensedecisionsoitshouldfallunderbudget/
financialmanagementpolicy
Isdona/onconsistentwithmission&values?
Isdecisionprocessopenandtransparent?
Doothercoali/onshaveexamples?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
23
"PowerToolsforCoali/ons"Webinar
3/22/17
(9)Governance/Leadership
Ourcoali9onwantstobuildaforwardlooking
boardwithinten9on-leadershipwiththe
capacitytocollaborateproduc9velyinamul9sectoren9tysuchasours,andadapttoa
networkedwayoffunc9oning.What
sugges9onsdoyouhave?
Governance/Leadership
o 
o 
o 
o 
o 
BoardBasics:BestPrac/cesforGovernance
&Nomina/ng.PowerTools.July2015
Collabora/veGovernance&Adap/ve
Leadership.Collec/veImpactSeries,June
2016
RacialEquity:ALeadershipCompetency
SocialChangeLeaderMindset-SSIR
BoardSourceAffiliateMembership
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
24
"PowerToolsforCoali/ons"Webinar
3/22/17
Governance/Leadership
o 
o 
o 
GrowingOurOwnLeaderswithInten/onand
AKen/on.Dr.ErnelynNavarroandRobbie
Gonzalez-Dow,CABFCoali/on
FundamentalsofNonprofitManagement
SSIR6-PartAr/cleSeries
DC,BCW,Kansas,IN,OHBFCoali/ons–Use
theCoali/onsDiscussionforumstoshareand
learnwithpeers.UseCoali/onsDirectory.
Signupfore-newsleKersofothercoali/ons
AskUSBCYourBurningQ’s
Ques/ons?
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
25
"PowerToolsforCoali/ons"Webinar
3/22/17
Thankyouforallyoudo!
Ac/on20.Improvena/onal
leadershiponthepromo/on
andsupportofbreasPeeding.
o  Increasethecapacityofthe
USBCandaffiliatedstate
coali/onstosupport
breasIeeding.
o 
AsktheUSBCTeam:YourBurning
Ques8onsonCoali8onOpera8onal
Effec8veness
Createafederalinteragency
workgroupon
breasIeeding.
26