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📊 Mid-Year Budget Reviews: Resources Now Available
Thank you to everyone who joined us for our recent discussion, Mid-Year Budget Reviews: Adapting When Things Don't Go as Expected. This was one of our most practical conversations to date, focusing on how boards and Executive Directors can work together when financial realities differ from the original plan. During the session, we explored: → The 5 R's Review Cycle: Review, Reassess, Reset, Respond, and Communicate → How to evaluate budget variances without losing accountability → The importance of scenario planning and preparing for multiple outcomes → Why transparency and proactive communication matter during periods of uncertainty → Using the SBI Framework to navigate difficult conversations about performance, expectations, and accountability One theme emerged throughout the discussion: Strong boards are not successful because everything goes according to plan. They are successful because they recognize change early and respond thoughtfully. 📎 Attached: Event Presentation Slides 📎 Attached: Executive Summary The Executive Summary captures key insights, participant perspectives, practical takeaways, and discussion highlights from the session. We encourage you to review both resources and continue the conversation below. 💬 Discussion Question: What is one practice your board uses, or could begin using, to identify challenges earlier and respond before small issues become larger problems? Thank you for being part of the Nonprofit Board Impact Collective. Your experiences, perspectives, and willingness to share are what make these conversations so valuable.
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Don't Miss Our Upcoming Event: Mid-Year Budget Reviews
Adapting When Things Don't Go as Expected 📅 Thursday, June 18, 2026 ⏰ 1:00 PM ET / 10:00 AM PT Zoom Link: https://us06web.zoom.us/meeting/register/zlfr9BIlQY-SwNELCU__XA#/registration Every nonprofit starts the year with a plan. Budgets are approved. Goals are established. Success metrics are defined. But halfway through the year, reality often looks different than what was projected. Revenue may be ahead or behind expectations. Expenses can shift unexpectedly. Strategic priorities evolve. New opportunities emerge. The strongest organizations are not the ones that avoid surprises. They're the ones that recognize them early and respond thoughtfully. Join us for a practical, peer-driven discussion on how boards and Executive Directors can work together to: → Review financial performance and organizational goals → Reassess assumptions when circumstances change → Reset priorities and metrics when necessary → Respond before challenges become larger problems → Communicate openly and constructively about performance We'll also revisit the SBI Framework (Situation, Behavior, Impact) and discuss how it can help boards navigate some of the most challenging conversations with Executive Directors around accountability, performance, and changing expectations. Discussion Question 💬 Has your board ever had to significantly adjust goals or budget expectations mid-year? What helped the conversation go well, or what made it difficult? We look forward to learning from each other's experiences. 👉 Register and join us live on June 18. Zoom Link: https://us06web.zoom.us/meeting/register/zlfr9BIlQY-SwNELCU__XA#/registration
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📊 Upcoming Event: Mid-Year Budget Reviews
Adapting When Things Don't Go as Expected 📅 Thursday, June 18, 2026 ⏰ 1:00 PM ET / 10:00 AM PT Zoom Link: https://us06web.zoom.us/meeting/register/zlfr9BIlQY-SwNELCU__XA#/registration Every nonprofit starts the year with a plan. Budgets are approved. Goals are established. Success metrics are defined. But halfway through the year, reality often looks different than what was projected. Revenue may be ahead or behind expectations. Expenses can shift unexpectedly. Strategic priorities evolve. New opportunities emerge. The strongest organizations are not the ones that avoid surprises. They're the ones that recognize them early and respond thoughtfully. Join us for a practical, peer-driven discussion on how boards and Executive Directors can work together to: → Review financial performance and organizational goals → Reassess assumptions when circumstances change → Reset priorities and metrics when necessary → Respond before challenges become larger problems → Communicate openly and constructively about performance We'll also revisit the SBI Framework (Situation, Behavior, Impact) and discuss how it can help boards navigate some of the most challenging conversations with Executive Directors around accountability, performance, and changing expectations. Discussion Question 💬 Has your board ever had to significantly adjust goals or budget expectations mid-year? What helped the conversation go well, or what made it difficult? We look forward to learning from each other's experiences. 👉 Register and join us live on June 18. Zoom Link: https://us06web.zoom.us/meeting/register/zlfr9BIlQY-SwNELCU__XA#/registration
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📘 Session Materials: Sustainability & Board Oversight
Thank you to everyone who joined us for: 10 Sustainability Questions Every Nonprofit Board Needs to Ask This was one of those conversations where the value really came from the room: thoughtful, practical, and grounded in real board experience. We covered how boards can stay confident in their organization’s long-term health without stepping into operations, and explored sustainability across: - Relevance - Resources - Resilience 📂 What’s Now Available Attached is everything from the session: ✅ Full presentation slides ✅ Executive Summary (key takeaways + insights) 💬 What Came Up in the Conversation A few themes that really stood out: - Funding diversification continues to be a major concern - Tension between board oversight vs. management - The challenge of founder transitions and succession planning - Questions around risk awareness and mitigation - How boards can better understand true program costs and trade-offs There was also strong discussion around: - Strategic planning practices - Board engagement expectations - Moving from working boards to governance boards 🔑 A Question to Take Back to Your Board What gives us confidence that our organization will still be relevant and sustainable 3–5 years from now? If you attended:👉 What’s one idea you’re bringing back to your board? If you missed it:👉 Start with the Executive Summary. It’s designed to be shareable. Looking forward to continuing the conversation.
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🎥 Upcoming Event: 10 Sustainability Questions Every Nonprofit Board Needs to Ask
📅 𝗧𝘂𝗲𝘀𝗱𝗮𝘆, 𝗠𝗮𝗿𝗰𝗵 𝟮𝟰 ⏰ 𝟭:𝟬𝟬 𝗣𝗠 𝗘𝗧 / 𝟭𝟬:𝟬𝟬 𝗔𝗠 𝗣𝗧 ⏱ 𝟰𝟱 𝗺𝗶𝗻𝘂𝘁𝗲𝘀 𝗘𝗩𝗘𝗡𝗧 𝗟𝗜𝗡𝗞: https://www.skool.com/nfp-board-impact-collective-7353/calendar?eid=25469050da55480fa56afaf81f8ef97e Nonprofit boards carry an important responsibility: ensuring their organizations remain 𝗿𝗲𝗹𝗲𝘃𝗮𝗻𝘁, 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁, 𝗮𝗻𝗱 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 over time. But sustainability is not just about financial stability. It involves governance, leadership alignment, mission relevance, strategic focus, and the board’s ability to ask the right questions at the right time. Too often, boards only examine these issues when something goes wrong. By then, important warning signs may have already been missed. This interactive session will explore 𝟭𝟬 𝗲𝘀𝘀𝗲𝗻𝘁𝗶𝗮𝗹 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗲𝘃𝗲𝗿𝘆 𝗻𝗼𝗻𝗽𝗿𝗼𝗳𝗶𝘁 𝗯𝗼𝗮𝗿𝗱 𝘀𝗵𝗼𝘂𝗹𝗱 𝗮𝘀𝗸 𝗿𝗲𝗴𝘂𝗹𝗮𝗿𝗹𝘆 to stay confident about the organization’s long-term health and impact. Together, we will discuss how boards can stay informed and engaged in these issues 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘀𝘁𝗲𝗽𝗽𝗶𝗻𝗴 𝗶𝗻𝘁𝗼 𝗱𝗮𝘆-𝘁𝗼-𝗱𝗮𝘆 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 𝗼𝗿 𝗶𝗻𝘁𝗲𝗿𝗳𝗲𝗿𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀. 👥 𝗪𝗵𝗼 𝗧𝗵𝗶𝘀 𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝗜𝘀 𝗙𝗼𝗿 This session is especially valuable for: • Current nonprofit 𝗯𝗼𝗮𝗿𝗱 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 • 𝗕𝗼𝗮𝗿𝗱 𝗰𝗵𝗮𝗶𝗿𝘀 𝗮𝗻𝗱 𝗼𝗳𝗳𝗶𝗰𝗲𝗿𝘀 • 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗰𝗼𝗺𝗺𝗶𝘁𝘁𝗲𝗲 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 • Board members interested in 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗮𝗻𝗱 𝗼𝘃𝗲𝗿𝘀𝗶𝗴𝗵𝘁 Whether you are new to board service or have years of governance experience, this discussion will provide useful perspectives you can bring back to your board. 🎯 𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗟𝗲𝗮𝗿𝗻 By the end of this session, participants will: • Identify key indicators that help boards evaluate 𝗼𝗿𝗴𝗮𝗻𝗶𝘇𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 • Understand 𝘄𝗵𝗮𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 𝗯𝗼𝗮𝗿𝗱𝘀 𝘀𝗵𝗼𝘂𝗹𝗱 𝗯𝗲 𝗮𝘀𝗸𝗶𝗻𝗴 𝗿𝗲𝗴𝘂𝗹𝗮𝗿𝗹𝘆 • Recognize early signals that may indicate 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗼𝗿 𝗴𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 𝗿𝗶𝘀𝗸𝘀 • Learn how to stay informed about sustainability issues 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗶𝗻𝘁𝗲𝗿𝗳𝗲𝗿𝗶𝗻𝗴 𝗶𝗻 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 • Hear 𝗿𝗲𝗮𝗹 𝗲𝘅𝗮𝗺𝗽𝗹𝗲𝘀 𝗳𝗿𝗼𝗺 𝗼𝘁𝗵𝗲𝗿 𝗯𝗼𝗮𝗿𝗱 𝗺𝗲𝗺𝗯𝗲𝗿𝘀 about what gives them confidence — and what raises concern
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NFP Board Impact Collective
skool.com/nfp-board-impact-collective-7353
This space is for current nonprofit board members who want to connect with peers facing similar challenges & share strategies and resources that work.
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