Inspired Nonprofit Leadership

Sarah Olivieri

This podcast is a place for nonprofit leaders to gain insights, tips, inspiration, and encouragement to unleash their potential.

  1. The Smart Gala Playbook with Justin Goodhew

    1D AGO

    The Smart Gala Playbook with Justin Goodhew

    Reflections from host Sarah Olivieri ... Are Galas Actually Worth It? Let's be honest. Most nonprofit leaders have a love-hate relationship with galas. They take a ton of time. They stress out your team. And sometimes… they barely break even.  So it's a fair question: Are galas actually worth it? After my recent conversation with Justin Goodhew, I think the better question is: When and how can galas be worth it? The Problem Isn't the Gala Galas get blamed for poor results. But the real issue is how they're used. Many organizations treat their gala like a one-night fundraiser. Sell tickets. Run an auction. Hope it makes money. That's where things fall apart. Because a gala is not a standalone strategy. It's a tool. Many organizations hold galas as an early stage fundraising strategy, but the reality is galas are an advanced tactic or tool to be used as part of a fundraising strategy focused on relationship based fundraising.  What a Gala Is Actually For A gala is an opportunity to: • Get your certain supporters in a room • Get your donors introducing new potential donors to your mission • Generate an emotional connection, a collective effervesce of mission support  That can be incredibly valuable. But only if you use it that way. Justin put it simply: Events aren't the alternative to relationship-building. They're one of the tools that make it happen. The First Shift: Cover Your Costs Early One of the most practical takeaways: Your event should be paid for before it starts. That means focusing on: • Sponsorships • Table buyers • A small group of committed supporters Instead of trying to sell hundreds of individual tickets, you focus on a smaller number of people who can bring others. That does two things: • It removes financial risk • It gets the right people in the room And the second one matters more. The Second Shift: Pay Attention to Behavior This was one of my favorite ideas. During the event, people are constantly telling you who they are. Not with words. With actions. Who bids high? Who donates even when they don't win? Who gives quietly without recognition? That's your data. And it's far more reliable than anything someone says in a conversation. If you pay attention, your gala becomes one of the best donor research tools you have. The Third Shift: The Real Money Comes After a.k.a tThe Fortune is in the Follow-up Here's where most organizations miss the opportunity. They run the event… They're exhausted… And then they move on. But the real value of a gala isn't what happens that night. It's what happens after. This is where you: • Follow up with the right people • Build real relationships • Turn attendees into long-term donors If you skip this step, you lose most of the ROI!!! A Better Way to Think About It A well-run gala shouldn't be a burden. It should: • Cover its costs upfront • Bring in the right people • Generate valuable donor data • Feed your long-term fundraising strategy That's a completely different experience. If You Only Take One Thing Away A gala is not about the night. It's about what the night makes possible. If you treat it like a one-time fundraiser, it will disappoint you. If you treat it like a relationship-building engine, there can be a pot of gold at the end of the gala rainbow.  About the Guest My guest for this episode is Justin Goodhew.   Justin Goodhew is the Co-Founder and CEO of Trellis.org, the leading integrated gala and auction software for Blackbaud's Raiser's Edge. After attending fundraising conferences and interviewing nonprofit professionals, he discovered that events - especially galas - were one of the biggest untapped opportunities to drive meaningful donation growth. Today, Trellis has helped raise over $100 million through auctions and paddle raises, powering more than 500 galas across North America. Justin is passionate about helping charities unlock real ROI from events and is excited to share his insights today. Connect with Justin: trellis.org https://www.linkedin.com/in/justingoodhew/ https://www.linkedin.com/company/28630974 Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

    34 min
  2. The Energy Factor with Sarah Olivieri

    4D AGO

    The Energy Factor with Sarah Olivieri

    In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri explores a powerful but often overlooked concept: your true capacity isn't determined by time—it's determined by energy. Most leaders are trained to optimize time. We manage calendars, improve systems, and try to squeeze more into each day. And while that matters, time is finite. There is always a limit. Energy, on the other hand, is renewable—and expandable. Sarah explains why focusing only on time management can actually lead to burnout, especially for leaders who are trying to scale their organizations. When energy is depleted, everything slows down. Decision-making suffers. Leadership weakens. And recovery becomes costly. Using a simple but relatable analogy, she compares burnout to running out of fuel entirely. It's far more expensive—both in time and energy—to recover from being completely depleted than it is to maintain a steady, sustainable energy level. She also introduces a more useful way to think about high performance. Instead of operating in short bursts of intense energy followed by burnout, leaders should aim for a steady, aligned energy state—what she describes as a "grooving and flowing" feeling. This is where work feels natural, sustainable, and effective over the long term. This kind of energy not only increases your personal capacity but also influences the people around you. Energy is contagious. When leaders operate from a grounded, positive state, it lifts the performance and experience of the entire team. If you've been trying to get more done by managing your time more tightly, this episode will help you shift toward a more sustainable and powerful approach. In This Episode, You'll Learn Why time management alone cannot increase your true capacity The difference between finite time and renewable energy How burnout drains more resources than it saves Why leaders should avoid both burnout and unsustainable "high energy sprints" What a sustainable, high-performing energy state feels like How your energy influences your team and overall performance Who This Episode Is For This episode is especially helpful for: Executive directors feeling stretched or fatigued Leaders managing growth while trying to avoid burnout Nonprofit professionals focused on productivity and performance Anyone looking for a more sustainable way to lead and work About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth. She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

    8 min
  3. Hiring Mistakes to Avoid with Sarah Olivieri

    MAR 23

    Hiring Mistakes to Avoid with Sarah Olivieri

    In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri shares practical lessons on one of the most expensive mistakes organizations make: poor hiring. Many leaders struggle to attract the right candidates, evaluate applicants effectively, or avoid hiring people who ultimately aren't the right fit. The result can be costly—both financially and culturally. Sarah explains why a thoughtful hiring process is one of the most valuable investments an organization can make. While hiring well may require time, effort, and even outside help, the cost of a bad hire can be dramatically higher. Beyond the financial cost, bad hires create lost momentum, team disruption, and missed opportunities. In this episode, Sarah highlights several common mistakes that drive strong candidates away. One of the biggest issues is treating job descriptions like simple administrative documents instead of strategic recruiting tools. A job description should function more like an advertisement that attracts the right candidates and filters out poor fits. She also explains why organizations should focus less on credentials and more on team fit, guiding principles, and whether someone demonstrates the characteristics of a high-performing team member. Sarah also walks through what a humane and thoughtful hiring process looks like—from multiple interviews in different settings to strong onboarding and trial periods that set both the organization and the employee up for success. Finally, she shares a powerful shift in thinking: the hiring process actually begins long before a position opens. Great leaders are always building relationships with people they would love to work with someday. If building the right team has been difficult, this episode will give you a clearer and more strategic approach to hiring. In This Episode, You'll Learn Why vague job descriptions attract the wrong candidates How to treat job postings like recruiting advertisements Why hiring for fit matters more than hiring for credentials How strong hiring processes protect organizations from costly mistakes What a respectful and effective hiring process looks like Why onboarding and trial periods are critical to hiring success Why great hiring actually begins before a job opening exists Who This Episode Is For This episode is especially helpful for: Executive directors building or rebuilding teams Nonprofit leaders frustrated with hiring outcomes Organizations trying to attract stronger candidates Leaders who want a more thoughtful and strategic hiring process About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth. She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri

    14 min
  4. Mentorship is Leadership with Sloane Keane

    MAR 19

    Mentorship is Leadership with Sloane Keane

    Reflections from host Sarah Olivieri ... Relationships Multiply Results I recently had a conversation with Sloane Keen, CEO of Big Brothers Big Sisters in Orange County and the Inland Empire, and it clarified something I've been thinking about for years. The leaders who scale impact understand one very important thing: Relationships are infrastructure. Not a "nice to have." Critical infrastructure. We Run Businesses With a Double Bottom Line Sloane said something simple but important: "We don't function very differently than a CEO of a for-profit company. We run a business — we just run a business with a double bottom line." That framing matters. Because when nonprofit leaders reject business language outright, we accidentally lose access to valuable knowledge and practices already tested and proven in the for-profit space. Marketing. Sales. Talent acquisition. Brand positioning. These aren't corporate buzzwords. They're mechanisms. If you don't breathe life into your brand, you cannot: Attract talent Inspire volunteers Activate donors Connect clients to services And in today's world, where there are more services than ever, effective communication isn't optional.  When families can't figure out who to call or where to go, that's not a demand problem. That's a clarity problem. More detail doesn't equal more clarity. Clear positioning does. For for-profit organizations, clear positioning gets paying customers. For nonprofit organizations, clear positioning gets the right clients to your door and increases you capacity to make an impact. Mentorship Is Not Just a Program. It's a Leadership Growth Practice We tend to think mentorship is about the mentee. But Sloane said something that reframed this concept: "You actually get as much as you give." Mentorship creates: Social capital Accountability Pattern recognition Confidence Expanded perspective Those aren't soft benefits. Those are performance multipliers. And here's the part nonprofit leaders need to hear: If you take on the role of mentor as a leader, your team will grow and so will you! Mentorship Is A Relationship Skill, Which Is Also A Fundraising Skill We also talked about fundraising. And here's what I keep observing in my own work: When relationships are strong enough, people give spontaneously. If you have to force the ask, the relationship likely isn't ready. That doesn't mean you avoid asking. It means you sequence properly. First: build a connection Then: create joy. Later: invite investment. This makes sense given the setup. When your brand is alive. When your board is activated. When your communication is clear. When your volunteers are inspired. Money starts to move. Not because you pressured it. Because you positioned for it. If You Only Take One Thing Away Nonprofit leadership is not about heroics. It's about relationship design. Mentor your staff. Be mentored yourself. Curate your board. Communicate clearly. Connect people with purpose. That's the multiplier. That's how impact compounds over time. And that's how you build something that lasts. If this conversation resonates, I encourage you to listen to the full episode of Inspired Nonprofit Leadership with Sloane Keen. And if you want practical frameworks like this delivered weekly, subscribe to the Inspired Nonprofit Leadership Newsletter at: www.inspirednonprofitleadership.com/signup Let's build organizations that scale with clarity, not exhaustion. — Sarah About the Guest Sloane Keane is an advocate for social change through youth mentorship. She joined Big Brothers Big Sisters in 2013 as the director of development, charged with creating new funding strategies that tripled agency revenue and doubled the number of matches supported annually. Since becoming CEO in 2018, Keane has continued the growth trajectory for the network's second-largest agency nationwide. She is committed to strengthening the organization's impact on disconnected youth across Orange, Riverside and San Bernardino Counties.  Connect with Sloane: Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

    33 min
  5. The Great Game of Business (and how to apply it to your nonprofit) with Sarah Olivieri

    MAR 16

    The Great Game of Business (and how to apply it to your nonprofit) with Sarah Olivieri

    In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri shares key lessons from the influential book The Great Game of Business by Jack Stack—and why its principles apply just as powerfully to nonprofits as they do to for-profit companies. At its core, the idea behind the "great game" is simple: organizations perform better when everyone is engaged in the work of improving the business. Not just leadership. Not just managers. Everyone. Too often, only a handful of people in an organization are expected to think strategically and make decisions, while the rest of the team is tasked with executing instructions. But when only a few people are using their brains to solve problems and make improvements, the organization is leaving enormous potential untapped. Sarah explores how leaders can begin unlocking the intelligence of their entire team by creating systems that encourage participation, collaboration, and shared responsibility for results. She also highlights two powerful principles from the book: First, the power of gamification. When people feel like they are playing a game they can win together—whether that means reaching fundraising goals, improving efficiency, or increasing impact—they become more engaged and invested in the outcome. Second, the importance of financial transparency and literacy. When people understand the numbers that drive an organization—cash flow, revenue, expenses, and impact—they are able to make better decisions and contribute more meaningfully to the mission. This approach ultimately leads toward what's known as open-book management, where financial information is shared widely so teams can see how their work contributes to the organization's success. The result? Stronger collaboration. Better decisions. And a team that truly feels ownership over the mission. If you want a smarter, more engaged team, this episode will challenge you to think differently about how you involve your people in the work of running the organization. In This Episode, You'll Learn Why organizations perform better when every team member uses their brain to improve the business How gamification increases engagement and teamwork Why winning as a team is more motivating than internal competition How understanding financial numbers helps teams make better decisions Why transparency often builds trust rather than risk The core idea behind open-book management Who This Episode Is For This episode is especially helpful for: Executive directors leading growing teams Nonprofit leaders who want stronger engagement from staff Organizations working to build a high-performance culture Leaders who want their teams thinking like owners About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth. She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results.   Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life.   Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

    10 min
  6. Storytelling for Leaders with Robert Kennedy III

    MAR 12

    Storytelling for Leaders with Robert Kennedy III

    Reflections from host Sarah Olivieri ... Leadership Is Storytelling There's a pattern I've seen over and over again when it comes to how leaders communicate… They tend to share too much information and end up communicating too little. More information typically leads to less communication. And one skill to work on is to say less, but if you need to communicate something important, you can share more through the power of story. Stories can build trust. Stories can change behavior. Stories get remembered. Our brains are wired to hold information in the form of stories. I recently had a conversation about the power of stories with leadership communication expert Robert Kennedy III, and it pushed me to think more deeply about how we, as nonprofit leaders, can use storytelling every single day to make our work easier and our results better. Stories Can Build Trust Robert said something that stuck with me: "Storytelling is important because it humanizes us. It humanizes every organization." That word—humanizes—is everything. When you humanize, you build trust. Data matters too, but data should be part of the story, not in place of the story. But our brains aren't wired for spreadsheets. They're wired for narrative. When you share a story with context, characters, conflict, and conclusion, something powerful happens. The listener's brain begins filling in gaps. It creates images. It searches memory. It feels something. And once someone feels something, trust becomes possible. Trust is the real currency of communication and leadership. The Four Pillars of Story Robert breaks strong stories into four elements: Context Characters Conflict Conclusion When we lead with conclusions—"Here's the program," "Here's the new process," "Here's the solution"—we skip the human entry point. And that's why people disengage. Instead, strong leaders often start with the conflict. What problem are we facing? Why does it matter? Who is affected? When people recognize themselves in the story, they lean in. In my experience starting with the conflict makes introducing the context and characters easy. The next thing to share is the process that was used to get to the conclusion. And once that is done, the conclusion is the last thing to share, and takes up the least amount of time. So next time you need to communication a conclusion (a.k.a. A decision you have made) try this formulat: Step 1: Share the conflict, context, and characters Step 2: Share the process you used to figure out the conclusion. Include some wrong turns if you took them. For example: "we tried this and it didn't work so we pivoted" or "we considered x,y, and z, but decided they weren't the right approach for us". Step 3: Share the conclusion  The Three Stories Every Nonprofit Needs Robert outlined three core types of leadership stories, and I believe every nonprofit should intentionally develop all three. 1. The Personal Story This is the story of you. A moment of failure. A turning point. A hard-earned lesson. When leaders share appropriate vulnerability, they normalize growth. They remind staff that mastery takes time. They lower the emotional temperature of failure. Your team doesn't need a superhero. They need a human. 2. The Origin Story This is the "why." Why did this organization start? What problem existed? What injustice needed solving? Even if your organization is 100 years old, your origin story still matters. And here's the important nuance: origin stories aren't frozen in time. Current-day testimonials are simply modern expressions of the original why. When you show that your founding purpose is still alive in today's work, you build continuity and credibility. You signal: We haven't drifted. 3. The Strategic Story This is where leadership gets interesting. Strategic stories explain: How we solve problems (process stories) Why our solution works (product stories) How collaboration amplifies impact (partnership stories) This is especially important during change. When introducing a new process, you can't just announce it. You have to tell the story of why the change is necessary, what challenge emerged, and how this solution evolved. Otherwise, people experience change as disruption instead of progress. Stories Make Ideas Stick There's research showing that information embedded in story form is significantly more memorable than random facts. We've all experienced this. You can't remember a list of 20 unrelated words. But if those same words are embedded in a narrative—suddenly, you can recall them. Story creates structure. Structure creates memory. Memory creates influence. And influence is leadership. The Daily Practice That Changes Everything One of the most practical tools Robert shared was simple: At the end of each day, write down five things that happened. Then, beside each one, write the lesson or meaning. That's it. It sounds small. But here's what it does: It trains you to notice. It turns mundane moments into meaning. It builds a personal "story vault." Most leaders think they don't have stories. They do. They just haven't trained themselves to capture them. And when you practice assigning meaning to everyday events, two things happen: Life feels more intentional. You become far more interesting. And yes—being interesting matters. Nonprofit leaders don't need to be entertainers. But they do need to avoid being forgettable. Storytelling Is an Asset Here's the final insight I want to leave you with: Your stories are organizational assets. Just like: Your brand Your programs Your donor relationships Your systems They require development. They require refinement. They require practice. The leaders who seem "naturally good" at storytelling have almost always worked at it. They've tested versions. Edited language. Rehearsed delivery. Noticed what lands. Storytelling is not magic. It's muscle. And like any muscle, it strengthens with repetition. About the Guest Storytelling isn't fluff. It's how trust is built, ideas stick, and leaders move people. In this episode, I talk with leadership communication expert Robert Kennedy III about why stories outperform data alone—and how nonprofit leaders can use storytelling to engage staff, boards, donors, and communities. We explore: Why stories humanize leadership The four core elements of every strong story How to use questions to instantly engage your audience Three essential leadership stories every nonprofit needs A simple daily practice to build your "story vault." If you want your message to be remembered—and acted on—this conversation is for you. Connect with Robert: Website: robertkennedythree.me  Resources: Subscribe to the Inspired Nonprofit Leadership Newsletter: www.inspirednonprofitleadership.com/signup Learn more about Sarah's work: www.saraholivieri.com

    38 min
  7. 401:Distributed Decisionmaking with Sarah Olivieri

    MAR 9

    401:Distributed Decisionmaking with Sarah Olivieri

    Episode Description In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri tackles one of the biggest myths about growth: that scaling requires working harder. CEOs are often highly capable people. When growth stalls, the instinct is to push harder, take on more, and stretch personal capacity even further. But that path leads to burnout—not scale. True scale happens when ownership and decision-making get distributed. Sarah explains why scaling requires redesigning outcome ownership across your organization. That means moving beyond basic task delegation and into delegating responsibility for results and decisions. When more people own outcomes, the organization's capacity expands beyond any one individual. She walks through three key elements required for this shift: Moving from a "people-in-charge-of-people" org chart to a functional model built around outcomes Building a team of leaders who are ready (and willing) to own results Installing systems that support coordination, clarity, and interdependent work When these pieces come together, something powerful happens. The organization gains momentum. It attracts stronger team members, more donors, more clients, and greater opportunities. Growth becomes fueled by leverage—not by personal effort alone. If you're feeling like you're constantly feeding the fire of your organization just to keep it going, this episode will show you how to build a structure that creates its own momentum. In This Episode, You'll Learn Why working harder is not scaling The difference between task delegation and outcome delegation How your org chart may be limiting growth What a functional leadership blueprint looks like Why isn't everyone ready to own outcomes (and how to identify who is) How systems create coordinated, high-performance teams Where true leverage in scaling actually comes from Who This Episode Is For This episode is especially helpful for: Nonprofit and business CEOs who feel like their organization depends all on them Founders scaling beyond the early growth phase Leaders rebuilding or restructuring their teams Organizations ready to move from growth to true scale About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth. She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

    14 min
  8. Inclusive Strategic Planning with Renee Rubin Ross

    MAR 5

    Inclusive Strategic Planning with Renee Rubin Ross

    Reflections from host Sarah Olivieri ... Who Builds the Plan Matters When strategic plans fail to achieve lift-off, it's usually because the process that was used to create them was flawed. I recently had a conversation about this with board and strategy expert Dr. Renee Rubin Ross, author of Inclusive Strategic Planning for Nonprofits, and it pushed me to think more deeply about something I see over and over again. Inclusion isn't a value statement. It's a design decision. And it's not optional if you want a great strategy that actually gets executed. The Real Problem Isn't the Plan Let's ask the real question. When a strategic plan stalls out, what's actually broken? Not because people are bad. Not because staff lack commitment. Not because boards don't care. It's usually because the people who are expected to carry out the work weren't meaningfully included in building the vision. Renee said something in our conversation that I think is the heart of it: "Who is involved in building the vision and building the goals really matters." Without the right people in the room, motivation drops. When motivation drops, capacity drops. When capacity drops, implementation stalls. It's not a personality problem. It's a systems problem. And, systems create behavior. Deciders, Builders, and Sharers One of the most useful frameworks Renee shared is her concentric circle model: Deciders – the group ultimately responsible for final decisions Builders – the group that helps create the vision and goals Sharers – stakeholders who provide input and perspective This framing adds clarity. Inclusion does not mean 40 people wordsmithing a sentence. It means being intentional about who participates at each stage AND making that visible. More detail doesn't equal more clarity. Clarity comes from defining roles. And when people understand their role in the process, something powerful happens. They lean in. Process Builds Motivation One of my favorite moments in our conversation was when we talked about why inclusive planning increases energy. Renee said: "If you feel like, wow, someone consulted me on this, I got to weigh in, so I feel more motivated." That's the mechanism. Motivation is not a personality trait. It's a byproduct of meaningful participation. When someone is handed a finished plan, they feel managed. When someone helps build the plan, they feel responsible. That shift alone can change your return per dollar invested in strategic planning. Because here's the truth: You don't need to convince people. Let the process do the convincing! Tell the Story of How You Decided This is the biggest mistake I see. Leaders announce decisions. They rarely explain the process behind the decision. But boards, staff, and stakeholders are not evaluating the decision itself. They're evaluating whether the decision-making process was any good. When people understand: What information was gathered Who was consulted What trade-offs were considered How capacity was evaluated They relax. Even if they disagree with the final outcome. Confidence in process builds trust in results. Three-Year Vision: Bold, Not Delusional I loved Renee's approach to visioning. Not 10 years. Not 20 years. Three years. Enough time to be meaningful. Short enough to be real. Her guided question during retreats: It's three years from now and you're celebrating. What are you celebrating? That question does something subtle but powerful. It moves people from anxiety to ownership. Nonprofit leaders often operate at capacity. Sometimes beyond it. If you ask, "Where do you see yourself in 10 years?" You'll get exhaustion. If you ask, "What are we celebrating three years from now?" You'll get direction. Skin in the Game I often think about the idea of skin in the game. The people who experience the consequences of decisions make better decisions. When staff who will execute the plan help build it, they bring constraints, creativity, and operational reality into the room. When new team members sit next to veterans in a facilitated discussion, something happens: Experience meets fresh eyes Caution meets creativity History meets possibility That's how alignment forms. And alignment unlocks capacity. Final Thought Inclusion is not consensus. Inclusion is clarity about participation. When people are clear on their role in shaping the future, motivation rises. When motivation rises, execution improves. When execution improves, opportunity expands. And that's why who builds the plan matters. About the Guest Dr. Renee Rubin Ross is a recognized leader on board and organizational development and strategy and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, Dr. Ross guides leaders and organizations in strategic plans and governance processes that deepen social change, racial justice, stakeholder engagement, and community strength. In addition to her consulting work, Dr. Ross is the Director of the Cal State University East Bay Nonprofit Management Certificate program and teaches Strategic Planning and Board Development for the program. Dr. Ross lives in Northern California. She is a past Board member of the Alliance for Nonprofit Management and a member of the Technology of Participation facilitator's network. Her Doctorate in Education and Jewish Studies from New York University explored parent participation in schools. Connect with Renee: Website- https://www.therosscollective.com/ Subscribe to our e-list- https://www.therosscollective.com/subscribe LinkedIN - https://www.linkedin.com/in/reneerubinross/ Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

    38 min
4.9
out of 5
97 Ratings

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This podcast is a place for nonprofit leaders to gain insights, tips, inspiration, and encouragement to unleash their potential.

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