Rick Schwartz talks to MetroWest nonprofit staff about annual reports.

We bring in renowned consultants, practitioners, and content experts to present practical workshops.

Workshops are intended for staff, board/committee members, and volunteers who are affiliated with nonprofit organizations or town agencies serving MetroWest. While there is no fee to attend, if you register for a workshop and your plans change, please email or call 48 hours in advance. Otherwise, a $25 no-show fee will be charged.

Interested in presenting? Have ideas for workshops that you would like to attend? Email John Haak.

It's Never Too Early to Plan! Concrete Steps to Grow Your Annual Fund

When: Thursday, April 11, 9:30 – 11:30 AM 
Where: Morse Institute Library, Natick
Presenter: Heather Amsden, Amsden Consulting

Successful Annual Funds aren't siloed activities, they are one leg of the fundraising table and integrated with year-round fundraising and communication strategies. The key to creating an Annual Fund that raises the revenue to support your mission is planning!

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Save the Date! Data and Evaluation Half Day Workshop

When: Tuesday, May 7, 8:30 AM: Registration, 9:00 AM – 12:00 PM: Program 
Where: MetroWest Regional Transit Authority, Framingham
Kara Bixby (MPP), Evaluation Director at WithInsight, LLC.
Laura Beals (PhD), Director of the Department of Evaluation and Learning, Jewish Family and Children’s Service

How do we measure success and why are we using this measurement? How are we engaging our staff in our data collection process? More and more nonprofit organizations are asking these questions as they use data to assess and improve their programming. Presenters will facilitate workshops on evaluation planning and engaging your stakeholders in data conversations. Participants will be able to choose which session they would like to attend. Email us for more information or to reserve your spot today. 

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Setting Your Path—Elements of a Successful Strategic Plan

When: Wednesday, May 22, 9:30 – 11:30 AM 
Where: Wellesley Free Library, 530 Washington Street, Wellesley
Presenter: Amy S. Cahners and Susan U. Donahue, Cahners & Donahue Associates 

The thought of conducting a strategic plan for the first time may seem daunting. And the idea of going through another strategic plan might pointless if you barely looked at or used the last one. In this workshop, will spend time talking about the value of strategic planning, what really needs to be in a plan (and what doesn’t!), and helping you visualize a clear and manageable process needed to develop a meaningful and useful plan.

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