Transcript
Page 1: The Nonprofit Consulting Playbook

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The  Nonprofit    Consulting  Playbook  

!3/13,  2014    1pm  EST

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Your  Presenters3

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POLLHow long have you been consulting? More than one year Six months to one year Less than six months Just thinking about it

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WHY CONSULTING?Better hours?More pay?Freedom to set your own schedule?Ability to work at home?Variety of work?

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ARE YOU CUT OUT TO BE A CONSULTANT?

EMPLOYMENT LIFE

Teamwork Stable paychecks Multi-tasking Focus on one mission Schedule predictability Firm schedule

CONSULTING LIFE

Independence Income instability Wide-ranging multi-tasking Multiple clients Long, often strange hours Flexibility

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WHAT KIND OF CONSULTANT WILL YOU BE?

Single focused: writing, grants management, foundation relations?

Full service: grants broadly, fundraising generally?Ultimate business model: sole proprietor, small business, large

firm?Single focus clients: human service, the arts, education?Client size: large, medium, smaller organizations?Client geography: local, national, international?

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WHERE DO YOU WANT TO WORK?

HOME OFFICE

Ever-present workplace Casual dress Budget-friendly No commute time !Another option: the virtual office

“REAL” OFFICE

Prestige Meeting space for clients Few distractions

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HOW DO YOU WANT TO STRUCTURE YOUR COMPANY?

Sole proprietorshipPartnershipLLCCorporation (C or S)

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LEGAL ISSUES YOU NEED TO KNOW

State registrationIRS regulations about contractor versus employeeTax lawsLiability issues

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MARKETING YOUR BUSINESSYour websiteCollateral materialsSocial mediaProfessional organizationsNetworkingAdvertisingSpeakingWriting

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Personal expensesHealth careRetirementSavings Start-up costsTravelExperienceCompetition

Hourly Daily

Project-based Retainer

SETTING FEES

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SURVIVING AND THRIVING

Being flexibleMentors and coachesAdding/eliminating/changing servicesTaking on or becoming an associate

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Questions?

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THANK YOU!For more information, see The Nonprofit Consulting Playbook:

Winning Strategies from 25 Leaders in the Field !Consultant to Consultant: Hourly, customized, one-on-one coaching for aspiring, new, and veteran consultants.!Email us to learn more: [email protected]

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Next  Webinar:  !

Best  Foot  Forward:Avoiding  Common  Capital  Campaign  Mistakes  

!4/24  1pm  EST  

!Brent  A  Hafele,  M.A.  

!https://bloomerang.co/resources/webinars/


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