Happy Monday! As we move into the last quarter of 2025, I thought it would be important to share with you some resources on setting OKRs and explain how they differ from KPIs. We’ve all heard of KPIs (Key performance indicators) — those ongoing metrics like number of families served, donor retention, or web traffic. They’re important because they tell us where we are and how healthy our operations are. But here’s the thing: KPIs alone don’t push us forward.That’s where OKRs (Objectives & Key Results) come in. - Objectives are bold, inspiring goals. - Key Results are the measurable outcomes that show if we’re actually making progress. Think of it this way: - KPIs = your dashboard check (current status). - OKRs = your GPS (where you’re going and how you’ll know when you arrive). For nonprofits, OKRs are powerful because they take those big, complex missions we all hold — equity, justice, education, community change — and break them into quarterly, actionable goals we can actually execute on. 📎 If you want to dig deeper, check out the attached cheat sheet. 🧰 COMING IN OCTOBER: We’ll be walking through my Strategic Planning for IMPACT framework together, step by step. By the end of the month, you’ll have the chance to build a refreshed strategic plan that includes your very own set of OKRs. I'm curious, when you think about your nonprofit, what’s one bold objective you’d love to achieve by the end of this year?

Have a great day everyone!

I came across an article in Stanford Social Innovation Review about how AI is being used to strengthen donor relationships. TL;DR: - AI can help nonprofits personalize outreach at scale (think: smarter thank-yous, timely check-ins, and customized updates). - It can flag donors who might be slipping away so you can re-engage them before they disappear. - Automation can free up staff time so humans can do what they do best—build authentic connections. - But… it only works if we’re thoughtful about ethics, transparency, and keeping the “human” part of human relationships front and center. Here’s the full article if you want to dive deeper: Artificial Intelligence Donor Engagement — SSIR My question for you: What’s one way you could see AI actually helping your donor relationships (without it feeling cold or transactional)?

Hi everyone, happy Friday eve! I just posted a new resource in the classroom showing you step-by-step how to set-up ChatGPT to email you new grant opportunities each week using the task feature. There are so many ways that you can use the task feature in ChatGPT. However, I wanted you to practice using this tool with something really useful that I know a lot of us are always searching for: new grants. For quick access, I linked the lesson below. Please let me know if you set this up and, as always, I am here if you have any questions. Let's go find some new grant opportunities! https://www.skool.com/ai-powered-nonprofit-9472/classroom/a14d3493?md=1f27af11a4ec4f17a52b3bd5822f6442

Welcome back, AI Powered Nonprofit consultants! This community is for consultants who want to save time, build capacity and increase impact for their clients. Each Monday, I will drop one quick win you can implement in minutes. This week’s quick tip: Proposal from notes, in one prompt Paste this into ChatGPT, add your notes, and your proposal is 80% done! Prompt: You are a nonprofit consulting proposal assistant. Convert the notes below into a client-ready proposal. Include: Problem, Desired Outcomes, Scope of Work with phases and deliverables, Timeline with assumptions, Investment with one primary option and one lean option, Next Steps, and Open Questions. Write clearly, use headings and bullets, keep it to two pages.Client: [Name]Project: [Short description]Duration: [X weeks]Notes: [Paste messy notes here] Use this prompt after every discovery call. You will save hours, keep your zone of genius intact, and close new clients faster.