Minimize your Government-Grant-Proposal Risks!

Persons-trying-to-write-a-business-grant

Developing a grant proposal to a government agency is a risky undertaking. However, there are predictable risks that you should anticipate and address. If you do not address them at the beginning of your effort, your may have trouble submitting a competitive grant proposal by the deadline.

Risks and How to Address Them
Below are the four most common risks and strategies for addressing them.

1. Insufficient Information about the Government Agency
•  Conduct electronic research about the government agency
•  Engage the government agency outside the office at professional meetings, conferences,
and other venues
•  Use ethical and reliable people and legitimate sources to provide more information and
insight about the government agency

2. Tight Schedule
•  Create a schedule that works backward from the deadline to the kick-off meeting
•  Build time into the schedule for delays and other problems
•  Get the resources you need to meet the deadline

3. Scarce Resources
•  Establish a realistic proposal development budget
•  Identify and secure needed resources to do the proposal well, from equipment to people
•  Use consultants when necessary to bolster your proposal team

4. Incompetent and/or Delusional Senior Management and Colleagues
•  Use a solid bid/no bid process to reject grant opportunities that you have little or no
chance of winning
•  Create a plan to address major risks
•  Provide sufficient time within your schedule to resolve difficulties and bottlenecks
•  Maintain a good sense of humor and a stoical attitude about the proposal effort

Risks are common and predictable when you develop government grant proposals. Anticipate them and you will be more successful.

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Dr. Jayme Sokolow, founder and president of The Development Source, Inc.,
helps nonprofit organizations develop successful proposals to government agencies. Contact Jayme Sokolow.

Winter Feast for the Soul 2012

cozy-winter-feast-with-family

Last week I wrote about a program called Winter Feast for the Soul. It is a program to help you focus on your inner journey, connecting you to your soul, your true nature, your deep wisdom. If you care to participate, there are many meditations from various faith traditions on the Winter Feast for the Soul 2012 website. Consider joining a world-wide community of practice, a sangha of followers for inner harmony and global peace.

Here’s a nice video clip for the Winter Feast 2012.

Moving Inward

I like to use this time of colder, darker days to move inward, to connect more intentionally with the Source of my being. Something about cold winter months lends itself to silent reflection to center and focus. Moving inward allows for more contemplation about life’s bigger picture.

Set up some time to journal, light some candles, soak in a warm bath, anything that helps you be still and listen. When I lived in the woods and got snowed in, I loved walking around my house looking for deer tracks. At night I liked to walk up my drive seeing the stars shine brightly. In the morning I would look at the snow hanging on the trees with the morning light dancing off the limbs. I found joy sitting and listening to the birds or watching them gather berries near my window. Winter sometimes forced me inward, even when I didn’t want to be stuck home. Yet this time allowed me to slow down, to breathe deeper, to focus on the simple things that were showing up as beauty, joy, life.

I invite you to find some time during your day to turn off your iphone, ipod, ipad and laptop and just be with yourself. Do something intentionally to tap into your Source for guidance, inspiration, support, and clarity on your larger purpose- the reason you are here now, in this time, in your particular life.

As you sit with yourself listen for what calls you at this time. What rumblings are stirring your soul? Notice, pay attention, move inward, explore.

Join the Winter Feast for the Soul for the next 40 days. Take time (20-40 mins a day) to renew your spirit, your connection with greater beauty and inner harmony. Listen to the meditations or do some other inner work to re-connect with yourself. You’ll find renewal of spirit, mind and body.

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For more resources, see our Library topic Spirituality in the Workplace.

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Linda has a new Fan Page – https://www.facebook.com/LindaJFerguson “Like” this page if you want to get notices of these blog posts and other updates of Linda’s work. See also her website- www.lindajferguson.com for information on her coaching work, video clips and book samples

Click this link to order Linda’s 10th Anniversary edition of “Path for Greatness: Work as Spiritual Service”.

Smart Hiring: 7 Best Practices for Selecting Top Talent

business-leader-interviewing-job-candidate.

Many managers make poor staffing decisions. By all accounts their batting average is no better than .333. At most, one-third of such decisions turn out right; one-third minimally effective; and one-third outright failures. In no other area of management would we put up with such miserable performance.” – Peter Drucker, management icon.

I recently gave a presentation to a group of business and community leaders on how to select talent to grow their organization. Given the expense associated with recruiting top performers and the high cost of making poor choices, you would think that those responsible for hiring would follow a systematic process that results in high quality hiring.

Yet, I am continually amazed, when reviewing staffing practices, how frequently I find in companies the lack of workforce planning, inconsistent procedures, ineffective interviewing, indecision or a quick decision based on gut feel rather than good data, etc.

Here are seven best practices for selecting top talent.

  1. Don’t shoot from the hip.
    Have a well-thought-out recruitment and selection process in place. Prepare in advance for interviews. Take hiring seriously.
  2. Identify the interview team.
    Make sure you have the right people to evaluate applicants’ qualifications and also they’ve been trained on interviewing techniques. Not all supervisors are great interviewers.
  3. Develop a role expectation or job description.
    It’s important to have everyone on the same page about what is required. If one person thinks a certain personality type is needed while another thinks differently, then there will be problems deciding whom is the best applicant.
  4. Ask open-ended questions based on the position requirements.
    It’s usually not very helpful to ask candidates “Can you do x?” Most likely they’ll say yes because they think they can. Remember, the best predictor of future behavior is past behavior. Instead, ask something like, “Tell me how you handled dealing with x?” See Behavioral Interviewing: Hire the Right Person for the Job.
  5. Decide who will ask the candidate what questions.
    It’s usually best to divide the questions based on interviewer’s area of expertise. For example, let finance people ask the finance questions.
  6. Take notes and be consistent.
    I guarantee that you will either forget what the first interviewee said or mix his/her responses with subsequent interviewees if you don’t take notes. Ask each applicant the same questions so that you can compare answers and more accurately compare them. This may save you discrimination headaches.
  7. Prepare a scorecard.
    Develop a rating system to analyze and compare each applicant. Decide on the criteria you will use to rate each applicant. Also decide on how you will decide – majority vote, consensus or the manager will have final say.

Management Success Tip:

The purpose of any hiring process is to discriminate (albeit fairly) among applicants. You must be able to differentiate those who will perform well from those who will not. Your goal is to select the right people, with the right skills, for the right jobs and at the right time. You can probably teach a turkey to climb a tree—but it is easier to hire a squirrel. Also see The Top Five Hiring Mistakes.

Readers, have you ever hired turkeys rather than squirrels? If so, let me know about it. What were your lessons learned?

Do you want to develop your Management Smarts?

The Worst and Best Degrees: A Bunch of Bunk!

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It was a while there and I couldn’t speak–so upset was I that countless, thoughtless bloggers were telling us the Worst and Best Degrees–and we’re already feeling an uncertain future. I’m calm now.

Okay, I’m back and re-posting. I had to go count, name all the Presidents, then all the State Capitols until I stopped being irrational and breaking things. Not really, but just thinking about the subject that I became (how do you make swear words without swear words?) so I displaced myself from this thoughtless social media society for a bit. I couldn’t look at the screen.

I actually had things to do, but with not one, but three of the worst degrees one can have, I am worth even less in this economy. I don’t know if I can go on, but I’ll try.

So, there’s good news and bad news. NOT. Just the bad news the bright bloggers tell us. Do a quick search and stand far enough from the screen so you aren’t hit by the wave of depression and self-loathing, but you will learn something very important: compare yourself to everyone else in the world–especially those working in the field they went to college for–and you’ll feel the emotion the blogger felt. If you can only imagine…

You got the hits! Lots of them! Shock value. You are probably a blogger so you didn’t get paid a lot–if any–but you gain self-esteem as you took away others who take you seriously. We got the bloggers though; as far as I know there is no degree in blogging, yet. Close, probably social media. Hope they teach ethics in that program.

So, what to do. Besides the asinine act of telling an audience in an economic downturn, that their credentials may be pretty worthless, what’s wrong with it. It is a free country. I’m a big proponent of free speech. Remember, 1929? I doubt it, but you know where I’m going with this.

In this age of instant knowledge, in a time when the Internet gets more credence than it is probably due, you don’t tell people it’s just going to get worse for you. Don’t go back to school. Don’t try to do what you love because that is what will make you happy and probably successful.

Instead run out the door and get one of those degrees from the people who want you to hear, “we can get you the degree that will get you a job.” They’ll even help you with financial aid. What they aren’t telling you, is that you are being compared with others from schools with bigger names, and you had best be at the top of your class, and, oh, you need to fit the company profile.

Education for its own sake is great. I don’t care what kind of degree you have as long as you can work with others of varying degrees of sophistication, culture and education. You see–that is the work force. Improve yourself. Listen to what is needed around you. Make yourself useful and you will be who other people want working for them.

Yes, I have the lowest possible degrees to find a job–and at a masters level, too. English, Theatre and Social Psychology. All that means is that I have a big mouth. Forbes actually ran a blog, looking at the best and worst of masters degrees. To be honest, I was afraid to look, but then I don’t think of who I am as my degree and my value to an employer.

My education helped me become who I am, develop a character, and live in this world. And, there are different kinds of education; I was educated before I ever went to school. Some good, some not-so-good, but that doesn’t mean we don’t learn how to be good, productive people. Blogs are small words on a broad world-sized canvas. We give a smattering of what’s going on in our brain. Hopefully, the idiots are identified by you and eliminated from your brains. I just try to make sure people know that is what I am doing, too. I think, sometimes, not everyone gets it or they see it in a different way. I like to write. I like to express ideas. Thanks to my “pointless” education and plenty of life experience after and before that, but it is who I am and I wouldn’t be anyone else for any amount of money. I’d be tempted. Might be a nice life for a while, but happiness is eternal.

To my theatre friends #3 on the list I saw: you already know what it is to do what you love, to wait on tables until you get your turn on stage. Don’t let these idiots tell you the kind of degree you need to get a job. Especially in acting. The bloggers will surely tell you all you have to do is memorize lines and other people called directors will tell you where to go. Just so this audience knows, theatre taught me more about life than any other degree I have–even psychology–because it is who we are inside that counts.

Well, the Cave Man is back from Cave seclusion, feeling better now that I let it out. If bloggers didn’t know this before I hope they know it now: BLOGGING COMES WITH RESPONSIBILITY. Can’t handle it, get an education–any on the list will do regardless of ranking.

For more resources about training, see the Training library.

Check out my book and buy it this time, The Cave Man Guide to Training and Development, and if I have the a minimal of sales–say 200 copies–I’ll come out with another book in three months. Happy Training.

Career Transition: From Technical Expert to Effective People Manager

male-and-female-entrepeurs-smiling-to-a-camera

career transition from technical expert to effective people managerRecently I spoke to a talented young software engineer who had been fast tracked into a management position.

In a very short period of time, he went from a self-fulfilled, highly competent individual producer to a stressed out leader. He found that he did not enjoy confronting under performers; didn’t know how to motivate or hold them accountable; and disliked navigating the inevitable office politics.

His training had equipped him to develop programs not people He was concerned that he had made a mistake in accepting the promotion.

What’s the Challenge?

Technical experts are often promoted because they have recognized knowledge and skills in their field. Whether it’s IT, finance, sales, or marketing, they know their job very well. After all, that’s what got them noticed! The problem is that organizations often promote people based on these technical skills, not on their management skills. And many organizations offer very little support to new managers.

Another issue is that your identity in the organization changes. You may have been a superstar in your previous role, but now you’re starting at the beginning again. It can be difficult for new managers to cope with this “identity crisis.” Am I a competent technologist or an incompetent manager?

Strategies for Making the Transition to Manager

1. Make a list of what you must improve to be a better manager.
Many managers let others assess their skills, and then wait until their performance review to discover what skills they lack. Don’t make this mistake – spend time now identifying your weaknesses, so that you can start improving on them immediately. Some of the skills that are essential for managers are delegation, motivating others, communication, performance management and coaching, etc.

2. Stay away from technical work.
Resist the temptation to get involved with technical projects that aren’t your responsibility. Spending too much time doing technical work will only hold you back as a manager. Sure, it’s good to pitch in when you can, but make sure that you do the managing part of your role first.

3. Meet with every team member.
Make it a priority to meet with everyone on your team personally. Find out what interests and motivates them, and check that they have everything they need to be happy and successful in their role. This shows that you’re taking an interest in them.

4. Find a mentor or coach.
Look for someone who has made a transition similar to yours. An internal mentor can help you avoid some of the mistakes that he or she has made as well as give you insight on the political challenges. An external coach, who has worked with technical people transitioning into management, can offer you advice on how to make the transition and excel in your new role.

Career Success Tip:

Making the transition from technical expert to manager can be challenging, especially if you have little or no management experience. Look at the key skills you need to be an effective manager and focus developing them as quick as possible. Also, focus on gaining some early wins – small victories that you and the team can achieve quickly. This will give you a sense of competency and accomplishment. See also Moving Into Management

Readers, what have been your challenges in moving from a technical expert to an effective people manager? and how ca I be of assistance?

Do you want to develop Career Smarts?

Why Use Icebreakers When There’s No Ice?

male-speaker-giving-presentation-to-an-audience-in-a-conference-hall.
Notice most of focus is on the ice breaking, not where they are going.

I saw this question as a search question for training and while I don’t know the reason behind the question, it seemed logical to try to answer it. This may not be the answer people want to hear, but it is an alternative.

I’ve actually addressed the question of icebreakers before. I don’t like them personally (but my excuse is that I’m an introvert), but when they are necessary–especially for some trainers and some trainees–I use them. Those who like icebreakers would probably say “most.”

  • Introverts who derive their energy from internal sources rarely gain from icebreakers; they don’t need other people for strength and energy. If you don’t involve them in another way, they tend to be wallflowers on the company dime.
  • Icebreakers take up valuable time. A good trainer can grab an audience, swing ’em around a few times, and train ’em before the icebreaker is done. Okay, a little skepticism and exaggeration. But, nevertheless, icebreakers do take time that could be spent training.
  • A trainer who is well-prepared knows his or her audience to the point of jumping in and making the party fun, and if the training is well-planned the trainees are well-acquainted and appropriately ranked in equal groups, there is no need for an icebreaker to introduce them to one another.
  • Icebreakers can make training fun; so can a good trainer with personality.
  • Let’s see…what else do we use icebreakers for? Introduce the topic. Really. We need an icebreaker for that. An informed and well-led workforce is prepared.
  • Without icebreakers what have we? Activities, games and, oh, rewards for when the adult/children get it right. To some adults, this is downright insulting. We all like candy–those of us who are not diabetic (but a good reward trainer thought of that already). How does this help us focus on training, learning to do our jobs better? No one gives us candy there. We could put a jar on our desk, but that’ll just make everyone like us or just come to our office for a snack.
  • Icebreakers are used to break ice in the ocean so ships don’t get ripped apart. Thinking of it that way, we use icebreakers to break the ice in a classroom. Really? They are the same?
When does the real training work get done?

I see icebreakers as a trick and a cheap trick at that. Disagree with me if you want. I want trainees willing to learn, who come in a professional manner prepared for that next job. Realistic? Probably not in a lot of cases. You know what’s coming next. Because someone came in and convinced leadership that icebreakers would ready the class for learning and activities would give them hands-on training. Make sure they do what you promise. I have no problems with doing what works, but make sure it does, and it sticks. Someone who leaves and says, “That was fun,” probably means it. “Did you learn anything?” “I”ll never tell.” Clues, people.

When does the real training work get done? We should be planning a way other than treating our trainees as school children to treat them as adults. If that means training leadership to hire grown-ups to do the work, so be it. We are setting ourselves on a path of professional mediocrity. We let anyone train who says they can train (especially the business skills), anyone who has a gimmick or set of tools to entertain an audience. We don’t tell them to grab a training group and steer them to the direction the company wants to go anyway. Here’s my solution: Use your club! If they don’t want to learn, don’t make them. They can leave the class and deal with their bosses directly on the issue of training. Maybe that’s the real learning solution for them after all.

There I am. Took my club and knocked those no-gooders right out of the cave. It’s one answer. Maybe we should re-evaluate how we handle our classes of adults. We call it “adult learning” and yet it has all the makings of Kindergarten.

Not done yet today. I feel the need to use that club on bloggers who feel the need to tell us the worst degrees to have in this economy. We could re-structure schools at the same time, making sure those jobs promised will go to the graduates with those degrees. I could be wrong, but this seems like wrong thinking to me. Well, that’s it for now. Check out the The Cave Man Guide To Training and Development. Pssst. The Cave Man I’m talking about used real fires to warm up the cave. Happy Training.

For more resources about training, see the Training library.

Practical Tips for Boards in Times of Crisis

A roundtable business meeting

Company directors are currently working harder than ever before as they attempt to steer their companies through the chaos caused by the global financial crisis. Many organisations that have suffered (or even precipitated) the crisis displayed most of the externally visible attributes of good governance. Good governance structures and reporting are associated with good corporate performance but they are not, on their own, sufficient to cause it.

Here are some tips to help your board to value substance over form and to perform under pressure: Continue reading “Practical Tips for Boards in Times of Crisis”

The Role of The Development Office

Persons working in an office

The Development Office and its staff functions with-and-through a volunteer cadre, and:

•  Participates in the strategic planning process to address the
    feasibility of attaining specific long-range and short-term
    funding goals.
•  Is responsible for working with Leadership and Administration
    in planning and implementing the activities needed to generate
    the funding required to meet the goal established by the
    strategic planning process.
•  Participates in the process that links the setting of cash flow goals to the fund raising process.
•  Works with Leadership in the creation/adoption of Short- and Long-Term Development Plans
    designed to identify, educate, cultivate and involve major gift prospects in the activities of the
    organization, so that short- and long-term funding goals can be met.
•  Works independently and with Leadership in researching prospective major donors.
•  Coordinates and tracks activities of Leadership in that process, and in the evaluation of
    solicitation of those prospects.
•  Maintains and coordinates the use of the organization’s database.
•  Works independently and with Leadership in designing and implementing broad-based
    marketing, public relations and fund raising programs.
•  Coordinates, via the research process, the identification of which individuals, foundations
    and corporations should be donor prospects for which programs and activities.

(This piece has been on my hard drive for so long, I don’t remember if I wrote it or if someone else did, but it’s information worth having, and I’ll be happy to give recognition to its author if I’m informed it wasn’t me !!)

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Have a comment or a question about starting, evaluating or expanding your fundraising program? Contact me at Hank@Major-Capital-Giving.com With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, I’ll be pleased to answer your questions.

Business as Usual

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Manage a crisis AND run a business? Are you ready?

When a major crisis hits, it can feel like the bottom just fell out of your whole organization. Energy is focused on response and recovery, communication and crisis management, and it can be easy to set daily duties aside. While obviously you have to assign considerable assets to handling the situation, it’s too easy to forget that you still have stakeholders, customers, and employees who expect your business to continue operating. What are you to do, and why should you care about business as usual in the midst of a crisis situation? Check out this quote from a PR Studio Boston blog post:

Don’t stop moving FORWARD!

This is the “one size fits all” tactic in a crisis. Do not let a crisis consume every aspect of your public relations. Even if it is a major crisis and you are consumed, designate someone on the PR team who is the ‘business as usual’ person. Don’t stop issuing information on positive happenings just because you are inundated. Bad news is contagious and once you are in a crisis you will be subject to a pig pile mentality. The only way to get out from under is to keep moving forward with the other aspects of your organization. Even if reporters do not want to hear about anything other than the crisis, too bad… it is your job to keep telling them any way and to try like heck to break the chain. If you allow the crisis to define your organization then it will.

Yes, you should still put more than enough resources into your crisis management team to handle the job, but keep the business machine running in the meantime. Of course, the level at which you’re able to do this depends on the size of your organization, along with your available resources, but even one-man operations should be able to some extent. If you’ve got to dip into your pocket to hire on a temporary receptionist, or keep legal counsel on call for a week or two, then spend the money. The ability to maintain through adversity will inspire trust from stakeholders, and keep the money coming in.

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For more resources, see the Free Management Library topic: Crisis Management
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[Jonathan Bernstein is president of Bernstein Crisis Management, Inc. , an international crisis management consultancy, and author of Manager’s Guide to Crisis Management and Keeping the Wolves at Bay – Media Training. Erik Bernstein is Social Media Manager for the firm, and also editor of its newsletter, Crisis Manager]

Which Is More Important—the Means or the Ends? Process, Impact and Outcome Evaluations

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One of my childhood memories is of my fifth grade English teacher posing this question to us as she analyzed a piece of classical literature: does the means justify the ends? She qualified her question with, “I know you are too young to understand this, but one day you will.” I wonder how many of us ask ourselves that question while evaluating programs. In a way, we’re also asking, “Which is really more important to us—the means or the ends, that is, the process or the outcome?” Today we will review simple definitions of 3 types of evaluations: process evaluations, impact evaluations, and outcome evaluations. Introduction to Program Evaluation courses often include this component. For more experienced evaluators, I encourage you to critically consider: if forced to choose just two out of these following 3 options within a particular evaluation situation, which would you rank as more important and why?

Process Evaluations

These evaluate the program activities and methods a program uses to achieve its outcomes. These activities should be directly linked to the intermediary and ultimate outcomes that your program will target. Examples of measures and evaluation questions include:

  • number and demographics of participants served,
  • number of activities such as number of prevention workshops conducted
  • Were activities really implemented as planned? How closely was curriculum followed, etc.

Impact Evaluations

These measure intermediary “outcomes” such as changes in knowledge, attitudes and behaviors that specifically link to the ultimate outcomes your program will target. In order to be able to capture these changes, make sure to measure these items before (pre-test or baseline data) and after (post-test) your intervention. For example, a heart disease prevention program may provide workshops targeting intermediary outcomes such as changes in knowledge, attitudes and behaviors related to nutrition and exercise. We can view these intermediate outcomes as a “go-between” that connects the procedures with the outcomes. A quick note: theory-driven and research-based program activities and measures are much more likely to actually produce/demonstrate the outcomes a program is seeking.

Outcome Evaluations

These evaluate changes in the ultimate outcomes your program is targeting. Again, remember to collect this data before and after your intervention. In our heart disease prevention program, we might measure changes in numbers of coronary events such as heart attacks, etc. In general, this level of outcomes can be harder to measure, especially in cases where stigma or shame is associated with the outcome you are measuring.

Process Evaluation ←→Impact Evaluation ←→ Outcome Evaluation

Thoughts

In program evaluation, both the means and the ends are equally critical. Let us consider the importance of process evaluations since it is so easy to overlook the means. The process indeed determines the outcome. In a well-designed program, process measures link closely to intermediary outcomes, which in turn link closely to final outcomes. If the process evaluation reveals shortages, that is, if the program has not really been implemented as planned, the final outcomes may suffer. A good process evaluation provides an adequate program description over the course of the evaluation, which is so important! A program description portrays what the program is essentially and really all about. This is not that easy to accomplish but is worth the effort. What the program essentially is in its core will determine the outcomes it produces.

Different programmatic contexts call for different evaluations. It is beyond the scope of this post to provide an exhaustive list of the different types of evaluations. Here are a couple resources however:

http://www.cdc.gov/NCIPC/pub-res/dypw/03_stages.htm

Program Evaluation, Third Edition: Forms and Approaches (2006) by John M. Owen.

Question:

Evaluators, if forced to choose just two out of these 3 options, which would you rank as more important within your particular program context and why?

Announcement:

Who: The Center for Urban and Regional Affairs (CURA) at the University of Minnesota is offering

What: a two-day “Introduction to Program Evaluation” workshop by Stacey Stockdill, within its Spring Conference: Evaluation in a Complex World: Changing Expectations, Changing Realities

When: Monday, March 26-Tuesday, March 27, 2012.

Where: University of Minnesota – Saint Paul Campus, Falcon Heights, MN 55113

Scholarships may be available for the Introduction to Program Evaluation workshop. Scholarship application deadline: February 24, 2012.

For more information: http://www.cura.umn.edu/news/scholarships-available-two-day-introduction-program-evaluation-workshop

Contact Person: William Craig

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For more resources, see our Library topic Nonprofit Capacity Building.

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Priya Small has extensive experience in collaborative evaluation planning, instrument design, data collection, grant writing and facilitation. Contact her at priyasusansmall@gmail.com. Visit her website at http://www.priyasmall.wordpress.com. See her profile at http://www.linkedin.com/in/priyasmall/