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Organizational Planning

The ability of a board and an organization to envision and reach its full potential can be a reality. This systematic process will enable any organization to determine where it is going, how to get there, and examine what to do when change occurs. The process uniquely incorporates each board meeting with the implementation of the strategic plan. The mission is never far from any discussion or decision. The implementation process for the strategic plan is fully documented and easy to implement.

Organizational planning is the continuous process of systematically making plans with the greatest possible knowledge of the future; organizing the activities needed to carry out the plans; and monitoring the results of the plans through feedback.

More specifically, planning is a continuous process of:

  • Involving the right stakeholders.
  • Performing internal and external assessments.
  • Strategically defining direction.
  • Identifying key priorities.
  • Agreeing on the organizational plans.
  • Monitoring the implementation of the plans.

Why do Organizational Planning?

It is a basic premise that shared strategic thinking and behaving are more important than the completed, written plans themselves. The written plan becomes the reminder of the agreements and shared strategic thinking. There are many benefits for an organization to invest time and resources in a planning process. Some of these benefits are:

  • Achieving clarity and agreement on the organization’s mission and vision
  • Building a more participative board and membership by being aligned on the same purpose
  • Practicing effective stewardship
  • Anticipating and effectively managing change
  • Being strategic in decision-making and problem-solving
  • Building on existing strengths of the organization
  • Overcoming existing weaknesses
  • Responding to opportunities as an organization
  • Identifying and blocking threats
  • Continuously improving processes and products within the organization
  • Maintaining a healthy competitive advantage
  • Maintaining a balance between people (relationships), process (the way things are done), and product (results)

What KM Consulting and Training Connection will contribute

A tailored Organizational Planning process that builds on the existing expertise and data within your organization. We will work with a representative Core Planning Team to:

  • Train a Core Team on how to implement the Organizational Planningã process.
  • Define and gather data necessary for the planning process (historical information, internal and external customer input, trends)
  • Facilitate a meeting of key stakeholders to practice potential future scenarios.
  • Facilitate the development of a mission and vision statement, vision priorities, and guiding principles with key stakeholders.
  • Develop and implement plans to achieve the vision.
  • Examine the structure of the organization to determine how it will support the vision.
  • Develop and initiate a process for using, reviewing and updating the plans.
  • Sunset the existing Core Team and charter a new team for the next planning cycle.
  • Assess the impact of the first planning cycle.

Core team meetings will be purposefully structured to allow participants to experience teamwork and build consensus.

As a result of implementing the Organizational Planning process you will have:

  • A tailored step-by-step process to use year after year and the documentation necessary to facilitate that process.
  • A historical synopsis that can be updated annually.
  • A trend analysis covering all aspects of behavior and events that are directly or indirectly affecting your nonprofit.
  • Internal and external customer feedback to evaluate the quality and level of customer service within your nonprofit.
  • An opportunity to practice potential future scenarios for your nonprofit.
  • A shared mission statement declaring why your nonprofit exists.
  • A shared vision statement describing the desired future state of your nonprofit.
  • A list of agreed-upon guiding principles that govern the behavior of individuals in your nonprofit.
  • Vision priorities, goals, and action plans supporting the vision priorities that allow your nonprofit to achieve the vision.
  • A review of the structure and systems of your nonprofit and how individuals will work together to accomplish the goals.
  • The timing and steps for monitoring and implementing the plan.

For more information please contact us:

Phone: 512-515-0580
Fax: 512-515-0590
E-mail: Kathleen McCleskey

E-mail: Bob McCleskey

Workshops About Volunteerism

Are we volunteer ready?

Volunteers can be the cornerstone of assisting a nonprofit in delivering its services to clients and participating in activities such as fundraising. Using the skills and talents of volunteers helps to build capacity and extend a nonprofits reach into the community.

This workshop will enable nonprofits to examine their potential for using volunteers and/or to assess their current volunteer program. The ability to use episodic, pro bono, and consultant volunteers will help to extend the reach of any nonprofits capabilities. Using volunteer program quality assurance standards, participants will be able to assess their volunteer ready potential.

Is Your Nonprofit On The Right Track?

How do you know if you are on the right track if you do not know where you want to go? One proven method of keeping an organization on track is to develop a solid vision of where you want to be. To begin a successful trip, you must know why you exist and what priorities will take you to your vision. Thorough first steps will keep you on the right track.

The ability to articulate a vision for a nonprofit and understand how various programs are an integral part reaching an organization’s mission is a key competitive skill. Examining the trends, history, and what stakeholders think will enable a nonprofit to establish priorities and methods of measurement of success.

Managing Volunteer Expectations

The ability to manage expectations is central to a well functioning volunteer program. Examining why a volunteer’s performance is not up to expectations is one of the more difficult duties of a manager of a volunteer program or staff supervising volunteers.

How do you determine where the performance problem began, how do you determine what to do, and how do you approach and work with the volunteer are areas that are key to a positive outcome.

When performance is not properly managed, it can affect everyone in the organization. Performance management allows volunteers to be successful in all their endeavors. Consequently, managers of volunteer programs or staff supervising volunteers need to be able to not only recognize poor performance and work with the volunteer but also to recognize good performance and praise the volunteer. This workshop will cover several components of effective performance management and present a method for analyzing performance.

Professional Ethics In Managing Volunteers and Non-Profit Programs

There are six ethical areas, developed by the Josephson Institute of Ethics, which can assist managers of volunteer resources and nonprofits in handling a variety of ethical issues. If a nonprofit does not have an ethical compass to guide it, the unimaginable can happen. The key to a well run nonprofit is to have that compass in front of all paid and volunteer staff as well as members of the board of directors at all times.

Ethics not only applies to the nonprofit as a whole but is ideally used in the decision- making process. This workshop will cover each of the core ethical areas, assist participants in establishing guiding principles, and discuss the importance of using these when making decisions.

Managing Those Who Serve

Designed for nonprofits, the intricacies of managing staff in a nonprofit setting will be examined. How to deal with employees when their performance is not up to expectation is one of the more difficult duties of a manager, supervisor, or a board president.

How do you determine where the performance problem began, how do you determine what to do, and how do you approach and work with the individual areas that are key to a positive outcome. This workshop will cover several components of effective performance management and present a method for analyzing performance for paid and volunteer staff members including boards.

Using a systematic performance management process, the workshop will help participants understand what setting people up for success looks like, how to hold people responsible and accountable as well empowering them. It will also help in determining the causes of poor performance.

Measuring Program Outcomes: A First Look

You have a plan in place. You know what you want to do. Now how do you measure success? An understanding of inputs, activities, and outcomes will enable participants to examine their own organization and work toward measurable outcomes.

Today funders, donors, and other stakeholders in a nonprofit want to know what the nonprofit is accomplishing beyond numbers. Aspects such as gathering data and checking for success enable a nonprofit to adjust continuously for greater success. This session will enable participants to explore the basic concepts of outcome-based measurement for their programs.

Paid And Volunteer Staff Relationships

This should be an arrangement tailor made for a nonprofit. Often it is not. What causes problems in this relationship that is vital to an effective and efficient nonprofit? Why don’t paid staff accept volunteer staff? Why can’t they just get along?

In a time when resources are finite, the possibility of volunteers is not. Volunteers can be a critical component in service delivery for a nonprofit. A UPS survey noted, “People are more likely to volunteer when they feel an organization is well-managed and will make good use of their time.” Often volunteers are truly making a difference in the services a nonprofit presents in a community. Thus, it is critical to be very thoughtful about how to approach integrating volunteer staff in with paid staff. This relationship is important in order that a good productive environment is created that serves the nonprofit fully.

Recruiting, Managing, and Retaining Volunteers

Volunteers enhance the services that a nonprofit can provide its clients and they assist with the sustainability of programs. Volunteers enable a nonprofit to reach beyond its internal resources to encompass the community through the use of volunteer resources.

According to several studies, individuals will volunteer and stay with nonprofits where they are well managed. The ability to recruit and retain volunteers is an important resource for any nonprofit endeavor. This workshop will enable attendees to learn various aspects of managing volunteer resources. It will also include information about the latest trends, recruitment, and integrating volunteer programs into the overall mission of the nonprofit.

For a complete list please contact us:

Phone: 512-515-0580
Fax: 512-515-0590
E-mail: Kathleen McCleskey

E-mail: Bob McCleskey

Workshops For Organizations

Change: Here It Comes Again

Change is constant. The ability to meet, implement, and manage change is a key skill in today’s work environment. Having the right tools enables an organization to meet change as a challenge and not as a threat to its mission.

Using information from experts such as Kotter and Stoltz, this session will present strategies and tools to assist any organization in meeting change head on. It will examine how to initiate change and how to help individuals in the organization to work through the change process.

Effective Communication

The ability to communicate is essential to accomplishment on the job. It does not matter if you are talking to subordinates, co-workers, or your boss, the ability to get your point across is essential.

This session will enable you to recognize your communication style and its affect on others. It will show how verbal and nonverbal communication impact the message that is being sent; it will present how various communication styles impact the ability to be understood; it will assist all attendees in understanding better how to get their point across. A communication style instrument will be used in the course.

Most of us “talk” based on a long pattern of learned communication. However, do you know if that style is effective or not? Effectively communicating can enable you or your work unit to become better able to solve problems, accomplish tasks and make decisions. This workshop will help participants recognize not only their communication style but also the styles of those with whom they come into contact with on a daily basis.

Effective Teams and Work Groups

The “I will do it myself – er” has a hard time in today’s work environment. In order to accomplish the multitude of tasks presented each day, individuals in organizations must be able to work better together. Effective teams and work groups accomplish more because they have a better understanding of what is expected of them.

As fast as change happens today, there is no doubt that Together Everyone Accomplishes More. That is why it is essential that individuals work as closely together as possible and in a climate of understanding. This workshop will cover the skills of effectively getting your point across so there will be more understanding, it will discuss what motivates one person may not motivate another, and it will reveal various working styles that can hamper productivity. Each of these skills will assist in a more effective work environment.

Getting Your Point Across AKA Getting Rid Of Sweaty Palms

The ability to stand up in front of a group, present information, and be sure you get your point across is one of the most feared activities. It does not have to be that way. There are ways to reduce sweaty palms, present, and survive.

It is essential when speaking that you are clearly, concise, and understood – especially when you are briefing a boss or a visiting dignitary. A presentation can either sell your point or break it. The skills for doing it right are examined in detail so that the next time you are in front of a group your palms may sweat but you will be prepared, confident, and get your point across.

This session will assist individuals to become more confident and calm when their job requires them to stand in front of a group. The step-by-step process will ensure individuals are prepared and consequently boost their confidence so their points are well made.

Handling Conflict Before It Handles You

“Conflict is inevitable.” “Conflicts are good.” “Conflicts are easily resolved.” “Conflicts are bad.” These are some ideas about conflict. They justly illustrated the various ideas and feelings about conflict.

Conflict robs as much as 20% of an individual’s time from the workday. It costs an organization a great deal, if it is not dealt with in a productive manner. This session will examine what conflict is, how it affects the organization, and present proven steps to assist you in handling conflict instead of it handling you. It will assist participants in understanding the various styles and causes of conflict as well as present concrete information about how to resolve conflict in a manner that is productive. A conflict style instrument will be used in the course.


Effective leadership is a key element in the smooth operation of an organization. Understanding that different individuals need different styles of leadership depending on the project will ensure a more productive work unit.

The workshop addresses various leadership styles, it examines the advantages and disadvantages of the various styles, it examines the use of power when leading, as well as assists with the understanding of management versus leadership and more.

Someone will lead the way. This session will assist participants in determining the best way to lead based on the individual and what the circumstances are at the time. Leadership is not limited to a few but can be utilized by many others. The essential element is to understand how to lead so others can follow. A leadership instrument can be used in the course.

Managing Meetings

Meetings should be designed to produce an outcome. Meetings should also solve problems, decisions should be made, and meetings should not be a waste of valuable time. If meetings are properly run, they will be productive and reduce frustration for those in attendance.

Participants will take away concrete methods of keeping meetings on track and on time. The processes of a facilitating a well-run meeting will be examined starting with the purpose of the meeting, the expected outcomes, and assigning tasks so that the outcomes of the meeting can be met.

Beginning with definitions of various types of meetings and continuing with the purpose for holding a meeting, how to evaluate a meetings, and the framework to hold effective and efficient meetings, this workshop will enable participants to facilitate a constructive outcome to their meetings.

Managing Performance

The ability to manage performance is central in a well functioning work environment. Examining why an individual’s performance is not up to expectations is one of the more difficult duties of a manager or supervisor.

When performance is not properly managed, it can affect everyone in the organization. Performance management is not a once a year event but an on-going process that allows individuals to be successful in all of their endeavors. Consequently, managers and supervisors need to be able to not only recognize poor performance and work with the individual to improve performance but also to recognize good performance and praise the individual.

How do you determine where the performance problem began, how do you determine what to do, and how do you approach and work with the individual areas that are key to a positive outcome. This workshop will cover several components of effective performance management and present a method for analyzing performance.

Power And Influence: Do I Have Any?

Every day in a variety of situations, the use of power and influence come into play in the working environment. The key is to appreciate when to use various styles and to understand how you as a leader need to recognize the importance of power in the work environment.

The ability to establish a cohesive working environment is fundamental to a productive work force. Consequently, it is essential the individual in charge of leading the work unit understands the importance of how to use their power and influence to ensure that the team accomplishes its goals.

This session will examine various styles of influence and types of power to assist individuals in developing a more productive working relationship within their organization.

Problem Solving and Decision Making

The ability to solve problems and make decisions is an essential skill that individuals at all levels should sharpen. Being able to critically examine a problem and then make a well thought through decision will enable an organization to run smoother and more effectively.

All organizations in today’s environment must work toward common goals. No matter the size of the organization, problems do arise and decisions need to be made. At the same time, each of these problems must be addressed in an expeditious manner while ensuring that all decisions are not made in a unilateral manner. It is important to have these skills to enable all individuals to work in a more productive manner. This workshop will examine both problem solving skills and decision-making skills and how they are intertwined.

Project Management

This in depth multi day basic project management session will explore a step-by-step process from implementation to completion of a project. Participants will learn about initiating a project, the various components of a well-planned project including work break down structures, risk management plans, communication plans and more. Also included are components of plan execution and close out.

In order to have a project run smooth with as few “mishaps” as possible, it must be properly planned. When it is properly planned, a project can run much smoother saving time, money, and frustration for the organization and the project management team. The skills obtained in the workshop will assist in developing a clear plan that will enable the project team to complete the project in a timely manner.

Strategic Planning

It is essential in an organization for everyone to be “playing off the same sheet of music.” The key to accomplishing this is to focus on the future. A proactive process, strategic planning determines what perimeters will be used to solve future challenges.

When everyone understands an organization’s vision, the organization can better determine the direction it is heading, can plan how long it will take to get there, and determine who is supposed to be doing what to ensure the success of the organization. Strategic planning forms the backbone of any organization through the understanding of its history, trends affecting it, and understanding what stakeholders expect.


Supervision is much more than ensuring tasks are completed through employees. It also deals with the human element and the ability to communicate, motivate, delegate, and ensure people are set up for success.

One of the keys to being a competent supervisor is the ability to develop keen interpersonal skills, provide performance feedback, and ensure that employees understand what is expected of them so they can effectively deliver the tasks they are assigned.

Supervisors represent the front line to the employees they supervise. This means employees look to supervisors to do just that — supervise. This encompasses ensuring the right employee is in the right position so that the work unit goals can be accomplished in a timely and accurate manner. Knowledgeable supervisors can make the difference between success and failure of a work unit. That is why it is important that supervisors are properly selected and well trained so that work can be accomplished.

Working With Difficult People

Working with difficult people…what is it that makes them difficult? Is it the way they work, how they perceive work, how they communicate…what is it?

When people are asked to be very productive, the environment needs to be conducive so that it is easier to meet goals and deadlines. If there is a perception that someone is difficult to work with, then the environment may not assist employees in producing to their utmost. Thus, understanding what could make people difficult will enable the work environment to become one where people can complete their work in the most fruitful way possible.

This workshop will identify reasons why some individuals are difficult, it will present specific skills for coping with various types of difficult people, it will lend insights about why participants could be difficult and present positive ideas about coping and working with difficult people.

For a complete list please contact us:

Phone: 512-515-0580
Fax: 512-515-0590
E-mail: Kathleen McCleskey

E-mail: Bob McCleskey

Project Management For Non-Profits

Up to 50% of projects fail because their success is compromised in some manner – over budget, behind schedule, or failing to deliver expected outcomes.  From fund raising to initiating a new program, the fundamentals of project management hold true. Using a systematic process will assist in ensuring a smooth “roll out” of any event or program.

A project is a series of activities that has a limited time for completion with a specific outcome in mind. When completed there will be a service, product, funding, or a specific result. A project can include a fund raising event, a volunteer recruitment process, the hiring of a new executive director, launch of a new program, or anything that is not part of the “everyday business” of the nonprofit. Project management is a systematic process that balances the elements of time, money, quality, monitoring, and execution to reach a specific goal.

Specifically project manage is the process of:

  • Exploring the history/background/environment/trends
  • Understanding the steps in starting a project
  • Determine the systematic process of planning
  • Developing a work breakdown structure
  • Evaluating and monitoring the project
  • Closing out the project

Why use a systematic approach to project management?

The ability to plan and document the ins and outs of a project have been proven to produce better and more smoothly run projects. Where time is of the essence, nonprofits need to be sure they are using the best tools possible to reach the goals of every project they undertake. By reaching these goals in a systematic way, clients are served better and the entire organization benefits. Some of the benefits of a project management approach are:

  • A systematic approach to the planning process that can be replicated
  • Understanding the connection between the project and the overall mission
  • Development of subsidiary plans such as communication, quality, budgeting, risk management, and staffing
  • Having a plan that incorporates specific actions for paid and volunteer staff to take
  • Determine when to check for progress
  • Understanding the importance of documentation and close out

What KM Consulting and Training Connection will contribute

Working with key individuals in the nonprofit we will:

  • Present a review of the purpose of the project
  • Work hand-in-hand to develop a project plan and explore subsidiary plans
  • Assist in the development of a work breakdown structure
  • Help in the monitoring, evaluating, and closing phases through a check in process

As a result of using a systematic project management approach you will have
A tailored blueprint for implementing a project

For more information please contact us:

Phone: 512-515-0580
Fax: 512-515-0590
E-mail: Kathleen McCleskey

E-mail: Bob McCleskey

Professional Development

Professional development is the gaining of skills and knowledge. It is not only personally gratifying but it helps in career advancement and organizational productivity. Professional development can be completed as an organization, individually, virtually, and self-paced. It involves a commitment of time and an openness and eagerness to grow professionally.

Organizations look for continuous improvement to increase the productivity of their staff and reach common goals. One way to accomplish this is through individual professional development. The opportunity to be a peak performer is rewarding. Participating in sessions such as supervision, leadership, problem solving and decision-making, team building, communication, and managing people will enable employees to become more proficient to carry out their assigned tasks.

Why bring a subject matter expert to your location?

Many organizations offer individuals the opportunity to attend “learning” events. Bringing a professional on site is an option because it enables employees an opportunity to hear the same information so the concepts can be shared and implemented. Some of the benefits are:

  • Shared knowledge base for everyone attending
  • The ability to understand the material individually and as a group
  • Helps employees reach individual professional development goals
  • Increases managerial and supervisory skills
  • No travel expenses for individuals


What KM Consulting and Training Connection will contribute

  • Participant manual with exercises, templates, and check lists
  • Comfortable learning experience
  • Hands on information that has a successful track record of implementation in the “real world”

As a result of taking a professional development session you will have

  • Proven information to help you be more successful professionally
  • The organization will be able to “play off the same sheet of music” in the areas of accountability, communication, supervisory and management skills.

Click here for a sample list of workshops

For more information please contact us:

Phone: 512-515-0580
Fax: 512-515-0590
E-mail: Kathleen McCleskey

E-mail: Bob McCleskey

Non-Profit Consulting

A consultant brings a wealth of knowledge and expertise to an organization. External consultants help to guide change in a specific area of an organization. Consultants present fresh ideas and methods for improving specific processes within the organization.

Examining the various aspects of a board of directors or a volunteer program or of the nonprofit in general is a proven method of increased capacity. When assessments are performed and “GAPS” are identified, it is the starting point of enabling the nonprofit to fill in the “GAPS” and move forward with a plan.

Why bring a consultant to your location?

A consultant can examine the systems and processes of your organization with an unbiased point of view. From a strategic plan to volunteer management audit to a board audit, self examination opens the opportunities to build capacity and serve more clients.

What KM Consulting and Training Connection will contribute

As a result of using KM Consulting and Training Connections as a consultant, the organization will have:

  • A completed strategic plan.
  • Tips and guideance about enhancing your volunteer program
  • An assessment of your board with specific guidelines and ideas to incorporate into board meetings.
  • Team building opportunities to help participants work toward common goals

For more information please contact us:

Phone: 512-515-0580
Fax: 512-515-0590
E-mail: Kathleen McCleskey

E-mail: Bob McCleskey