For Purpose organisations can do great things when there is an effective working relationship between the CEO and the Board. Anything is possible when there is a shared vision, a clear strategy and a commitment to work together to deliver both purpose and commercial objectives.

However, this relationship can also have challenges.

CEOs mention Board interference in operational matters, micro-managing and not understanding organisational nuances. Boards mention CEOs not leveraging board expertise, board papers that are late or difficult to read, and poor strategy execution.

A recent CSP Working with your Board Roundtable identified three strategies to build effective working relationships with your Board:

1. Take ownership in building the relationship
2. Manage the Strategic vs. Operational tension
3. Improve Board fundamentals

During the workshop, experienced sector leaders explored these three strategies with participants.

Small Group Coaching Delivery Team:

In the third session, small groups of 3 participants will be involved in a 90 minute coaching session with an experienced CEO / Company Secretary to discuss application of these strategies to their personal situation.

• Uniting Vic.Tas: Paul Linossier (former CEO)
• Relationships Australia NSW: Elisabeth Shaw (CEO)
• Berry Street: Sandie De Wolf (former CEO)
• CBM Australia: Trudy Skilbeck (Company Secretary)
• Graeme Bartram: former HR Director, RedKite
• Michael Curtin: Board Member, Centre Social Purpose

When:

Participants complete pre-reading and attend three Zoom sessions – each of 2 ½ hours duration.

Thursday, 26 August (9.00-11.30am AEST)
Thursday, 2 September (9.00-11.30am AEST)
Wednesday, 22 September (9.00-11.30am AEST)

Your Facilitators

• Paul Linossier – former CEO, Uniting Vic.Tas; Chair, Parramatta Mission Implementation Board
• Trudy Skilbeck – Company Secretary, CBM Australia; Councillor, Whitehorse City Council; Chair, Whitehorse Manningham Library Corporation)

Many For Purpose organisations are creating social enterprises to generate additional revenue and support their mission. However, creating – and growing – a social enterprise can be a challenge.

This workshop provides answers for sector leaders asking “Should we create a social enterprise?” and “What are the key success factors?”.

It provides information on social enterprise benefits and risks, and introduces the 4M framework – Mission, Marketing, Money, Management.

Topics Covered:
• Setting the Scene
• Mission
• Marketing
• Money
• Management
• Implementation

Panel Discussion with sector leaders:
– Ability WA: Brooke Draper (General Manager Social Enterprise)
– Diversitat: Brad Keating (General Manager, Social Enterprises)
– Multicap: Tony Burns (General Manager, Employment)
– Wayside Chapel: Brianna McNeillage Greene (Social Enterprises Manager)

When:
Participants complete pre-reading and attend three Zoom sessions – each of 2 ½ hours duration.

Wednesday, 4 August (2.00-4.30pm AEST)
Thursday, 12 August (2.00-4.30pm AEST)
Thursday, 26 August (2.00-4.30pm AEST)

Your Facilitators:
Matt Pfahlert (CEO, Social Enterprise Academy) and Natalie Bramble (CEO, iClick2Learn).

However, implementing CRM, and embedding a new system into business as usual, can be a challenge.

This workshop will take you through the fundamentals of successful CRM projects for our sector and provide you with practical insights and tools to plan and implement the CRM that’s fit for your purpose.

The workshop will be delivered over three Zoom sessions – each of 2 ½ hours duration.

TOPICS COVERED:

CRM in our Sector

• Why is it important – Benefits
• Impact of not getting it right

What CRM means to you

• Who are your stakeholders
• Developing your CRM vision

Key Success Factors

•  Typical challenges & pitfalls
• Where to focus your energy

Creating a CRM road map

• Implementation stages & activities
• Planning beyond the go-live date

CRM implementation

•  Key issues – project team, data cleansing & migration, user training

Embedding behaviour change

• How to ensure people use CRM

Panel Discussion – Sector Leaders including

• Mission Australia (Marion Bennett: Executive – Practice, Quality and Performance)
• Interrelate (Graeme O’Connor: Head of Corporate Services)
• Oxfam (Wyan Carter: previous Head of CRM and Marketing Systems)

WHEN:

Participants complete pre-reading and attend three Zoom sessions – each of 2 ½ hours duration.

Monday, 7th September (9.00 – 11.30 a.m)
Thursday, 10th September (9.00 – 11.30 a.m)
Thursday, 17th September (9.00 – 11.30 a.m)

FEE (GST inclusive):

Members $ 330, Non-Members $ 440
Includes pre-reading, Zoom workshops and materials

Your Facilitator: Angeline Veeneman

Cyber security is a high priority to For Purpose organisations. Data breaches can have a significant impact on customers, organisational reputation and financial sustainability. Recent high-profile data breaches show that no organisation is safe from a potential incident.

However, while the challenges are real, implementing solutions are constrained by limited budgets and resources.

This workshop provides answers for IT Leaders asking “Are we secure?” and “Are we doing enough to be secure?”. It provides practical models and ideas on how to improve cyber security

Topics Covered:

• Setting the Scene
• Creating a Cyber security strategy
• Prevention
• Third Party Risk
• Detecting potential threats
• Responding to a data breach
• Incident response
• Implementation

Panel Discussion with sector leaders:

– Children’s Cancer Institute: Emilio Caspanello (ICT Manager)
– Garvan Institute: Esteve Mayolas (Head Of IT)
– Northcott Disability Services: Paul Herbert (CIO)
– Red Kite: Jenny Biggin (Head of ICT)
– The Smith Family: Andrew Wan (Chief Information Security Officer)
– YMCA NSW: Paul Berryman (Head Of Information Technology)

When:

Participants complete pre-reading and attend three Zoom sessions – each of 2 ½ hours duration.

Tuesday, 17th August (9.00-11.30am AEST)
Thursday, 19th August (9.00-11.30am AEST)
Tuesday, 24th August (9.00-11.30am AEST)

Your Facilitator – Georg Thomas
Georg is a highly respected information security and cyber risk expert, practitioner and trainer.

Our members highlighted that measuring social impact is critical to their organisations. They need to show funders, customers and staff that what they do makes a difference.
However, it is also a real challenge. Measuring activities is easy. Measuring impact can be difficult.

This workshop focuses on two key stumbling blocks organisations typically face in impact measurement:- how to create outcome measures and how to collect relevant.
The workshop will be delivered over three Zoom sessions – each of 2 ½ hours duration.

TOPICS COVERED:

Setting the Scene

• The importance of impact measurement
• A practical 12-step approach
• Theory of Change and Program Logic Model

Measurements that Matter 

• How do you know you are making a difference?
• Measurements to track progress & drive improvement

Deciding what to measure 

• Defining your outcomes – short term, intermediate, long term
• Causal links and what to avoid
• What makes a good indicator
• Writing outcome statements and indicators

Data Collection Approach

• What data do you need?
• Leverage existing data
• Creating a data collection plan
• Data Collection Methods – strengths & weaknesses

Panel Discussion with sector leaders 

• Interrelate: Sharon Grocott (Head of Research and Innovation)
• Mission Australia: Rachel Christie (National Manager, Impact & Analytics)
• Uniting (NSW.ACT): Tom McClean (Head, Uniting Centre for Research, Innovation and Advocacy)

WHEN:

Participants complete pre-reading and attend three Zoom sessions – each of 2 ½ hours duration.

Monday, 16th November (9.00 – 11.30 a.m, Sydney time)
Wednesday, 18th November (9.00 – 11.30 a.m, Sydney time)
Wednesday, 25th November (9.00 – 11.30 a.m, Sydney time)

FEE (GST Inclusive):
Members $ 330, Non-Members $ 440
Includes pre-reading, Zoom workshops and materials

Your Facilitator: Eleanor Booth

Whether it is implementing an IT system, creating a new service delivery program or developing a compliance register; the ability to manage projects is an important skill for most sector leaders. However, effective project management can be a challenge in our sector.

There are many resources already available on project management practices. Instead, this workshop focuses on how to avoid the common pitfalls that derail project success.

We cover four key areas: Scope management & prioritisation, Resourcing, Managing project changes and Reporting progress.

Topics Covered:
• Focus 1 – Scope Management & Prioritisation
• Focus 2 – Resourcing
• Focus 3 – Managing Project Changes
• Focus 4 – Tracking & Reporting Progress

Panel Discussion with sector leaders:
– Barnardos: Mark Metcalfe (Head of Technology)
– Spinal Cord Injuries: Norma Abeyasekera (Head, Strategic Programs)
– Surf Life Saving NSW: Matthew Ingersole (Corporate Services Manager)
– Northcott Disability: Chris Dimitropoulos (Manager, Project Management Office)

When:
Participants complete pre-reading and attend three Zoom sessions – each of 2 ½ hours duration.

Tuesday, 17th August (9.00-11.30am AEST)
Thursday, 19th August (9.00-11.30am AEST)
Tuesday, 24th August (9.00-11.30am AEST)

Your Facilitator – Madeleine Pathe
Madeleine is a highly experienced project management facilitator and consultant, with a specific focus on the For Purpose sector. Her clients include Anglicare, The Heart Foundation, Wentworth Health, Prostate Cancer Council, ParaQuad; to name a few.

Corporates benefit from increased staff engagement through meaningful teambuilding initiatives, which is especially important in the new world of social distancing. For Purpose organisations benefit from additional resources to deliver their mission.

However, Corporate Volunteering is new to many For Purpose organisations.
This Workshop seeks to answer key questions to assist charities to decide whether to proceed with this initiative, scope the possibilities from implementation to delivery and identify next steps.
This workshop will be delivered over two Zoom sessions – each of 2 hours duration and offers immediate practical application of learnings.

TOPICS COVERED:

Understanding

•  What is Corporate Volunteering?
• What is the opportunity for your charity?
• The benefits – to you and the corporates
• What are the risks to watch out for?

Strategic Planning

• Recruiting internal advocates
• Canvassing peers
• Understanding the business need
• Creating a Business Case

Implementation

• Understanding your external market
• Creating your product
• Identifying who to target
• Creating your Marketing Plan

WHEN:

Participants complete pre-reading and attend two Zoom sessions – each of 2 hours duration.

Wednesday, 28th October (9.00 – 11.00 a.m, AEST)
Wednesday,11th November (9.00 – 11.00 a.m, AEST)

FEE (GST Inclusive):

Members $ 160, Non-Members $ 220
Includes pre-reading, Zoom workshops and materials

Your Facilitator: Richard Duncan