Nonprofit Strategic Planning
Leveraging Sarbanes-Oxley Best Practices
"A robust nonprofit sector is a vital part of a civil society. Keeping the sector strong through effective strategic planning and implementation is a critical assignment. As a thought leader in the nonprofit sector, Dr. Jackson's book on the relationship of Sarbanes-Oxley best practices with strategic planning is an invaluable resource for nonprofit governing boards and employees. Her step-by-step, practical approach is easy to read and, more important, provides a specific road map to effective planning."
- Larry Brewster, Dean, College of Professional Studies University of San Francisco
"Dr. Jackson's practical and straightforward approach to creating a strategic plan is quite refreshing. I believe that more and more nonprofits understand that they need to be run just as any business needs to be run-with focus, clarity, and purpose. The ideas and methodology stress the importance of sound risk management and the rewards of having such a plan in place. I can assure you that the executive director of every nonprofit I represent will receive a copy of this book."
- Joseph L. DeLucchi, Vice President CAL Insurance & Associates, Inc.
Get Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices and
Examine if your nonprofit has the right people on board to achieve its strategic goals
Establish important control mechanisms
Learn how the legal and legislative environments have changed over the last five years
Discover the direction in which your nonprofit needs to go and why
Required reading for anyone leading a nonprofit organization, Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices prepares your organization to engage in meaningful strategic planning and equips you with the practical tools to navigate it through today's competitive environment.
About the Author.
CHAPTER 1 Why Nonprofits Waste Time, Money, and Energy in Strategic Planning.
Why Do Nonprofits Waste Resources Trying to Write Strategic Plans?
What Does Engaging in Strategic Planning Actually Do for Your Nonprofit?
Strategic Planning Does Not Need to Take Forever!
CHAPTER 2 Sarbanes-Oxley and the New Legislative Environment.
Sarbanes-Oxley Legislation???A Brief History.
How has the Legislative Environment Changed??For Nonprofits?
SOX Requirements for All Organizations???Even Nonprofits!
CHAPTER 3 Introduction to SOX Compliance and Best Practices.
What are the SOX Requirements and Best Practices?
What are SOX Best Practices?
Benefits of SOX Implementation:??Save Money and Improve Efficiency.
Five Reasons Why SOX Compliance and Best Practices will Accelerate Your Nonprofit???s Strategic Planning.
CHAPTER 4 Making SOX Requirements and Best Practices Work for Your Nonprofit.
The Two SOX Requirements.
Fraud: The Primary Reason for Whistle-Blower Protection.
SOX Best Practices.
Making Best Practices Work for Your Nonprofit.
CHAPTER 5 SOX Best Practices and Your Authentic Organization.
Why Do Nonprofits have Difficulty Really Solving Organizational and Operational Problems? Why Do the Same Problems Keep Coming Back?
SOX and Problem Solving.
Is Your Nonprofit Dysfunctional?
CHAPTER 6 Strategic Planning: The Process.
The Process and the Strategic Planning Team.
The Strategic Planning Process.
SOX and Strategic Planning.
CHAPTER 7 Writing and Executing the Strategic Plan.
Common Pitfalls: Why Nonprofits Have Trouble Writing a Strategic Plan.
The Role of the Strategic Planning Committee.
Crafting Goals and Objectives.
What Should the Strategic Plan Look Like?
How Long Should It Take?
Outcomes of the Strategic Plan.
How To Execute an Effective Strategic Plan.
Sample Strategic Plan for the Marywood Thrift Shop & Consignment Boutique.
CHAPTER 8 Leveraging Your Nonprofit???s SOX Compliance and Strategic Plan.
Lessons Learned from the Private Sector: Businesses and SOX.
How and Why Should the Plan Be Communicated to Important Stakeholders?
SOX Saves Time and Money.
SOX Best Practices and Strategic Planning Bonus Benefit: Risk Management and Business Continuity Plans.
Connecting the Dots: Strategic Planning, SOX Best Practices, and Risk Management.
Connecting the Dots: Strategic Planning, SOX Best Practices, and Business Continuity Planning.
Marywood???s Risk Management and Business Continuity Plans.
CHAPTER 9 SOX and Strategic Planning for Really Small Nonprofits.
Five Reasons Why Really Small Nonprofits Desperately Need SOX and Strategic Planning.
Scaling the Strategic Planning Process: Tips for Success.
Appendices: Checklists, Worksheets, and Sample Documents.
APPENDIX 1 Whistle-Blower Policy.
APPENDIX 2 Document Retention and Storage Protocols.
APPENDIX 3 Audit Committee.
APPENDIX 4 Conflict-of-Interest Policy and Procedures Including a Disclosure Statement.
APPENDIX 5 Code of Ethics for Board and Senior Management.
APPENDIX 6 Review of Internal Controls Report.