1.1: Introduction

• 1. The Nonprofit Sector
• 2. For-Profit Vs. Nonprofit

1.2: Start with a Good Idea

• 1. Mission
• 2. Problem to Program (P2P)
• 3. Possible Services
• 4. Possible Goals
  • What would success look like?
  • What would a funder see?
• 5. Preliminary Possible Staffing
  • Who do you need?
  • What duties?
  • What qualifications?
  • What salary range?

1.3: Scan the Community

• 6. Community Asset Mapping
• 7. GuideStar

1.4: Alternatives

• 8. To Be or Not To Be Chart
• 9. Discussion on Alternatives

2.1: First Steps

• 1. How To Build a nonprofit: First Steps Checklist
• 2. Record-keeping: Developing Effective Systems
• 3. Board Development 101
  • What a Board Does and What Board Members Do
    • How a Board Operates
    • Board Responsibilities and Legal Duties
    • Board Recruitment
    • Diversity on Boards
• 4. Initial Fundraising Planning 101—First Six Month Plan
  • Funding Options
  • Funding Sources
• 5. Initial Budgeting 101—Six-month to First Year Plan
• 6. Initial “Elevator Speech”
• 7. Board Development Progress
• 8. Completed Initial Funding Plan
• 9. Completed Initial Budget
• 10. Initial “Elevator Speech”

3.1: Legal Accountability 101

• 1. IRS Requirements
  • BOD
  • Policies
  • Filings (990, etc.)
  • Donors
  • Lobbying & Prohibited Political Campaign Activities
• 2. MS Requirements
  • Filings-general
  • Audits
  • State Law Review
• 3. Hiring Your First Employee-See Minnesota’s pg. 52

3.1: Filings

• 4. MS SOS-Articles of Incorporation
• 5. IRS-EIN
• 6. MS SOS-Initial Charity Registration Form
• 7. MS State Tax Commission (MSTC) Registration
• 8. IRS-Approval as Federal TAX-EXEMPT Agency-Forms 1023 & 8718
• 9. IRS-Form 5768 to elect the 501 (h) lobbying
• 10. MS SOS-Require documentation of registration for Professional Fundraising & Lobbying

4.1: People

• 1. Boards, Staff, Volunteers—HR & Vol Mgmt basics/more on staffing plans

4.2: Money

• 2. More on Budgeting/Financial Mgmt basics
• 3. Basic Fundraising/Funding

5.1: Risk Management

• 1. Fiscal Management-Internal Controls
• 2. Liability Insurance
• 3. Contingency Planning

5.2: Evaluation & Policies

• 4. BASIC Outcomes Measurement
• 5. Personnel Policies
• 6. Financial Policies

6.1: Staff & Volunteers

• Performance Planning
• Volunteer Management

6.2: Community Awareness & Marketing

• 3. The Message
  • What Message?
  • Who is Your Target Audience?
  • Media Relations: How to Get Your Message Out
  • Your Brand
• 4. Advocacy Planning

6.3: Annual Filings

• 5. Annual Filings
  • IRS 990, etc.
  • MS SOS-Renewal for an Existing Charity: Online Registration Instructions with several required items

7.1: Plan for the Future

• 1. Strategic Planning

7.2: Collaborate for the Future

• 2. Strategic Alliances