Inspired Nonprofit Leadership

Your budget is not a financial strategy. It's a forecast — a guess about the future made with the information you had at the time. And the problem isn't that you made a guess. The problem is what most organizations do next: they lock that guess in place and measure everything against it for the next twelve months, even as new information comes in. In this solo episode, Sarah unpacks one of the most common and costly mistakes nonprofit leaders make around money: confusing a budget with a plan. A budget tells you what you thought would happen. Financial strategy tells you how to use what you actually have to move your organization forward. These are not the same thing — and conflating them creates a cycle that keeps leaders reactive instead of strategic. Sarah also makes the case for why having a board approve an annual budget may be doing more harm than good. When executive directors are spending their energy figuring out what the board will approve rather than what will actually work, the organization loses. She shares what board oversight of finances can look like instead — and why the leaders who've made this shift consistently report that both the board and the executive director end up more engaged, not less. If you've ever felt constrained by your own budget mid-year, or frustrated that the numbers no longer reflect reality, this episode gives you a framework for thinking about money that actually moves with you. In This Episode, You'll Learn Why a budget is a forecast, not a financial strategy — and why that distinction matters How to shift from static budgeting to living financial forecasting that evolves as new information comes in Where budgeting fits within a broader financial strategy (hint: it's a small piece, not the whole thing) Why board budget approval can undermine executive director focus — and what to replace it with What it looks like for a board to provide meaningful financial oversight without approving a guess How to ask better questions of your money so you're always working with your most current data Who This Episode Is For This episode is for nonprofit executive directors who feel stuck managing a budget that no longer reflects reality, and for board members who want to provide genuine financial oversight rather than rubber-stamp a twelve-month guess. It's also for any leader who suspects their budgeting process is generating more friction than clarity. About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth. She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri

Focus Isn't a Personality Trait. It's a System. Most leaders think about focus the wrong way. They treat it like a switch — either you have it or you don't — and then blame themselves when it slips. But focus doesn't work like that. It drifts. That's not a flaw; it's just how attention works. In this solo episode, Sarah breaks down what focus actually is, why treating it as an on/off state sets you up to fail, and what it looks like to build real, sustainable focus — for yourself and for your team. The key isn't staying focused. It's learning to recognize when you've drifted, and having a practical way to return. Sarah also connects individual focus to something nonprofit leaders often underestimate: team alignment. When your team isn't focused, it's rarely a motivation problem. It's usually a system's problem. Meetings, rhythms, and shared rituals aren't overhead — they're the mechanism that keeps everyone pointed in the same direction between strategy conversations. This episode is short, practical, and built around a concept that shows up constantly in The Impact Method®: what you focus on matters as much as how you focus. Chasing perfection, for example, is a form of focus — just not a useful one. In This Episode, You'll Learn Why focus is a practice, not a personality trait — and what that shift actually changes How to recognize when you've drifted (without judging yourself for it) and what to do next Why alignment makes focus easier — and how misalignment quietly drains your team's attention How to use meetings as a refocusing tool, not just a communication ritual Why chasing perfection pulls your focus in the wrong direction — and what to aim for instead How The Impact Method®'s two-week meeting rhythm functions as a built-in team refocus system Who This Episode Is For This episode is for nonprofit executive directors and team leaders who feel like they're constantly busy but can't quite get traction — and for anyone who's wondered why focus feels harder some days than others. It's also for leaders who want their team meetings to do more than check boxes. About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth.She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri addresses something many executive directors and nonprofit CEOs experience but rarely name: the organization is growing, the mission is moving forward—and yet something still feels off. Heavy. Like it all depends on you. Most leaders in this position try to push through. They optimize their calendars, delegate more tasks, and look for ways to do more faster. And for a while, that works. But at a certain scale, doing more of the same thing stops solving the problem—because the problem isn't effort. It's structure. When you are the engine of your organization, no level of success will ever feel spacious. Sarah explains why this feeling isn't a motivation problem or a time management problem. It's a leadership structure problem. When the organization's capacity to execute still runs through one person—even a highly capable one—every new initiative, every growth milestone, adds weight instead of momentum. The cost is real, even when it's invisible: opportunities not pursued, decisions delayed, and a team that can't move without you. Drawing from her own experience leading and scaling organizations, Sarah shares what it felt like when her own internal signal said, this isn't right—and what she did to recalibrate. She uses that turning point to illustrate a broader truth: the shift from founder-mode to CEO-mode isn't about working less. It's about leading differently. She introduces three specific patterns that keep successful nonprofit leaders stuck: still operating as the primary decision-maker, delegating tasks instead of leadership, and building a strategy that outpaces what the team can actually execute. Each one is common. Each one is fixable. But none of them respond to working harder. What they require is a recalibration of how you lead, how you delegate, and how you set strategy in proportion to your team's real capacity. If your nonprofit looks successful from the outside but feels unsustainable from the inside, this episode will help you name what's actually happening—and point you toward what to change. In This Episode, You'll Learn Why a growing nonprofit can still feel heavy—and why effort alone won't fix it The difference between operating as a founder versus leading as a CEO Why delegating tasks is not the same as delegating leadership—and what to do instead How strategy that outpaces team capacity creates fragility instead of growth What it looks like when your organization is being powered by one person—and why that's a structural problem, not a personal one What a leadership recalibration actually involves Who This Episode Is For This episode is especially helpful for: • Executive directors whose organizations have grown but who still feel like the primary driver of everything • Nonprofit CEOs who are delegating tasks but still making most of the decisions • Leaders whose strategic plans consistently outpace what their teams can execute • Anyone who has wondered why success still feels this exhausting About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth.She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri shares a personal story that shaped how she thinks about leadership, delegation, and scaling. Early in her career, Sarah witnessed something that didn't look like traditional leadership at all. Her mom, who had no formal business training, stepped into running a small independent school and, over time, built it into a thriving, sustainable organization. What stood out wasn't how hard she worked. It was how little she needed to be in the middle of everything once the organization was running well. When Sarah asked what she did all day, her mom's answer was surprisingly simple: she made herself available, but she wasn't constantly busy. The work had been distributed. The team knew what to do. The organization could function without her being in every decision. That moment revealed a powerful truth. Scaling isn't about doing more. It's about letting go. Sarah connects this story to a key leadership principle: delegating outcomes, not just tasks. Instead of holding onto control or micromanaging, effective leaders create systems and environments where teams can take ownership and succeed together. She also shares an early example of how this looked in practice, bringing staff together regularly to collaborate, think, and solve problems as a group, not through rigid control, but through shared ownership and trust If you've ever felt like your organization depends too heavily on you, this episode will help you rethink what leadership can look like and what's possible when you step back. In This Episode, You'll Learn Why lack of experience can sometimes be an advantage in leadership The difference between delegating tasks and delegating outcomes What it looks like when a team truly owns its work How stepping back can actually strengthen your organization Why founder dependency limits growth How collaborative environments support better leadership and results Who This Episode Is For This episode is especially helpful for: Executive directors feeling overly relied upon Founders trying to scale beyond themselves Leaders struggling to delegate effectively Organizations ready to build more independent, aligned teams About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth.She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri

In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri tackles a common frustration: feeling like you're always at capacity no matter how much you optimize your time. Many leaders assume the problem is simply that there aren't enough hours in the day. So they look for better scheduling systems, delegate tasks, or try to get more efficient. But even after all that, the feeling of being maxed out often remains. Sarah explains why that happens. The real constraint isn't time—it's energy. Time is fixed. Energy is not. In this episode, Sarah walks through how energy—not just time—determines your true capacity. She shares practical ways to increase your energy by aligning your work with what energizes you, understanding your natural energy rhythms throughout the day, and reducing energy drains like constant context switching. She also introduces a deeper layer beneath both time and energy management: intentionality. When you operate in a reactive mode—constantly responding to incoming demands—you will always feel at capacity. But when you shift into a proactive, intentional way of working, you regain control over both your time and your energy. The result is not just getting more done—but feeling better while doing it. If you've been stuck in a cycle of optimizing your schedule but still feeling overwhelmed, this episode will help you rethink how you approach capacity entirely. In This Episode, You'll Learn Why time management alone doesn't solve feeling maxed out How energy—not time—is the true driver of capacity How to identify and work with your natural energy rhythms Why context switching drains both time and energy How to structure your work around energizing activities The difference between reactive and proactive work modes How intentionality gives you back control over your capacity Who This Episode Is For This episode is especially helpful for: Executive directors feeling constantly maxed out Leaders juggling too many priorities Nonprofit professionals trying to improve productivity Anyone stuck in reactive, always-on work patterns About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth.She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

In this solo episode of Inspired Nonprofit Leadership, Sarah Olivieri explores a powerful but often overlooked concept: your true capacity isn't determined by time—it's determined by energy. Most leaders are trained to optimize time. We manage calendars, improve systems, and try to squeeze more into each day. And while that matters, time is finite. There is always a limit. Energy, on the other hand, is renewable—and expandable. Sarah explains why focusing only on time management can actually lead to burnout, especially for leaders who are trying to scale their organizations. When energy is depleted, everything slows down. Decision-making suffers. Leadership weakens. And recovery becomes costly. Using a simple but relatable analogy, she compares burnout to running out of fuel entirely. It's far more expensive—both in time and energy—to recover from being completely depleted than it is to maintain a steady, sustainable energy level. She also introduces a more useful way to think about high performance. Instead of operating in short bursts of intense energy followed by burnout, leaders should aim for a steady, aligned energy state—what she describes as a "grooving and flowing" feeling. This is where work feels natural, sustainable, and effective over the long term. This kind of energy not only increases your personal capacity but also influences the people around you. Energy is contagious. When leaders operate from a grounded, positive state, it lifts the performance and experience of the entire team. If you've been trying to get more done by managing your time more tightly, this episode will help you shift toward a more sustainable and powerful approach. In This Episode, You'll Learn Why time management alone cannot increase your true capacity The difference between finite time and renewable energy How burnout drains more resources than it saves Why leaders should avoid both burnout and unsustainable "high energy sprints" What a sustainable, high-performing energy state feels like How your energy influences your team and overall performance Who This Episode Is For This episode is especially helpful for: Executive directors feeling stretched or fatigued Leaders managing growth while trying to avoid burnout Nonprofit professionals focused on productivity and performance Anyone looking for a more sustainable way to lead and work About Your Host, Sarah Olivieri Bold, strategic, and refreshingly human… Sarah Olivieri is the go-to expert for conversations on aligned leadership, outcome delegation, and sustainable growth.She brings wit, warmth, and real-world wisdom to mission-driven founders, visionary CEOs, and change-makers who want more clarity, more joy, and more results. Most leaders hit a wall when success depends on them holding it all together. Sarah helps them change that by redefining leadership around outcomes instead of activity, empowering teams to own results that scale and freeing leaders to focus on the vision that drives them. A former director of three nonprofits and founder of five businesses, she has a rare ability to spot opportunity where others see chaos, shift stuck patterns, and build organizations that support both legacy and life. Sarah leads with the same mindset that made her an award-winning sailor: iterate on what works, stay focused in the storm, and never forget the joy of the journey. Links Website: saraholivieri.com LinkedIn: linkedin.com/in/sarah-olivieri Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Reflections from host Sarah Olivieri ... Relationships Multiply Results I recently had a conversation with Sloane Keen, CEO of Big Brothers Big Sisters in Orange County and the Inland Empire, and it clarified something I've been thinking about for years. The leaders who scale impact understand one very important thing: Relationships are infrastructure. Not a "nice to have." Critical infrastructure. We Run Businesses With a Double Bottom Line Sloane said something simple but important: "We don't function very differently than a CEO of a for-profit company. We run a business — we just run a business with a double bottom line." That framing matters. Because when nonprofit leaders reject business language outright, we accidentally lose access to valuable knowledge and practices already tested and proven in the for-profit space. Marketing. Sales. Talent acquisition. Brand positioning. These aren't corporate buzzwords. They're mechanisms. If you don't breathe life into your brand, you cannot: Attract talent Inspire volunteers Activate donors Connect clients to services And in today's world, where there are more services than ever, effective communication isn't optional. When families can't figure out who to call or where to go, that's not a demand problem. That's a clarity problem. More detail doesn't equal more clarity. Clear positioning does. For for-profit organizations, clear positioning gets paying customers. For nonprofit organizations, clear positioning gets the right clients to your door and increases you capacity to make an impact. Mentorship Is Not Just a Program. It's a Leadership Growth Practice We tend to think mentorship is about the mentee. But Sloane said something that reframed this concept: "You actually get as much as you give." Mentorship creates: Social capital Accountability Pattern recognition Confidence Expanded perspective Those aren't soft benefits. Those are performance multipliers. And here's the part nonprofit leaders need to hear: If you take on the role of mentor as a leader, your team will grow and so will you! Mentorship Is A Relationship Skill, Which Is Also A Fundraising Skill We also talked about fundraising. And here's what I keep observing in my own work: When relationships are strong enough, people give spontaneously. If you have to force the ask, the relationship likely isn't ready. That doesn't mean you avoid asking. It means you sequence properly. First: build a connection Then: create joy. Later: invite investment. This makes sense given the setup. When your brand is alive. When your board is activated. When your communication is clear. When your volunteers are inspired. Money starts to move. Not because you pressured it. Because you positioned for it. If You Only Take One Thing Away Nonprofit leadership is not about heroics. It's about relationship design. Mentor your staff. Be mentored yourself. Curate your board. Communicate clearly. Connect people with purpose. That's the multiplier. That's how impact compounds over time. And that's how you build something that lasts. If this conversation resonates, I encourage you to listen to the full episode of Inspired Nonprofit Leadership with Sloane Keen. And if you want practical frameworks like this delivered weekly, subscribe to the Inspired Nonprofit Leadership Newsletter at: www.inspirednonprofitleadership.com/signup Let's build organizations that scale with clarity, not exhaustion. — Sarah About the Guest Sloane Keane is an advocate for social change through youth mentorship. She joined Big Brothers Big Sisters in 2013 as the director of development, charged with creating new funding strategies that tripled agency revenue and doubled the number of matches supported annually. Since becoming CEO in 2018, Keane has continued the growth trajectory for the network's second-largest agency nationwide. She is committed to strengthening the organization's impact on disconnected youth across Orange, Riverside and San Bernardino Counties. Connect with Sloane: Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Reflections from host Sarah Olivieri ... Leadership Is Storytelling There's a pattern I've seen over and over again when it comes to how leaders communicate… They tend to share too much information and end up communicating too little. More information typically leads to less communication. And one skill to work on is to say less, but if you need to communicate something important, you can share more through the power of story. Stories can build trust. Stories can change behavior. Stories get remembered. Our brains are wired to hold information in the form of stories. I recently had a conversation about the power of stories with leadership communication expert Robert Kennedy III, and it pushed me to think more deeply about how we, as nonprofit leaders, can use storytelling every single day to make our work easier and our results better. Stories Can Build Trust Robert said something that stuck with me: "Storytelling is important because it humanizes us. It humanizes every organization." That word—humanizes—is everything. When you humanize, you build trust. Data matters too, but data should be part of the story, not in place of the story. But our brains aren't wired for spreadsheets. They're wired for narrative. When you share a story with context, characters, conflict, and conclusion, something powerful happens. The listener's brain begins filling in gaps. It creates images. It searches memory. It feels something. And once someone feels something, trust becomes possible. Trust is the real currency of communication and leadership. The Four Pillars of Story Robert breaks strong stories into four elements: Context Characters Conflict Conclusion When we lead with conclusions—"Here's the program," "Here's the new process," "Here's the solution"—we skip the human entry point. And that's why people disengage. Instead, strong leaders often start with the conflict. What problem are we facing? Why does it matter? Who is affected? When people recognize themselves in the story, they lean in. In my experience starting with the conflict makes introducing the context and characters easy. The next thing to share is the process that was used to get to the conclusion. And once that is done, the conclusion is the last thing to share, and takes up the least amount of time. So next time you need to communication a conclusion (a.k.a. A decision you have made) try this formulat: Step 1: Share the conflict, context, and characters Step 2: Share the process you used to figure out the conclusion. Include some wrong turns if you took them. For example: "we tried this and it didn't work so we pivoted" or "we considered x,y, and z, but decided they weren't the right approach for us". Step 3: Share the conclusion The Three Stories Every Nonprofit Needs Robert outlined three core types of leadership stories, and I believe every nonprofit should intentionally develop all three. 1. The Personal Story This is the story of you. A moment of failure. A turning point. A hard-earned lesson. When leaders share appropriate vulnerability, they normalize growth. They remind staff that mastery takes time. They lower the emotional temperature of failure. Your team doesn't need a superhero. They need a human. 2. The Origin Story This is the "why." Why did this organization start? What problem existed? What injustice needed solving? Even if your organization is 100 years old, your origin story still matters. And here's the important nuance: origin stories aren't frozen in time. Current-day testimonials are simply modern expressions of the original why. When you show that your founding purpose is still alive in today's work, you build continuity and credibility. You signal: We haven't drifted. 3. The Strategic Story This is where leadership gets interesting. Strategic stories explain: How we solve problems (process stories) Why our solution works (product stories) How collaboration amplifies impact (partnership stories) This is especially important during change. When introducing a new process, you can't just announce it. You have to tell the story of why the change is necessary, what challenge emerged, and how this solution evolved. Otherwise, people experience change as disruption instead of progress. Stories Make Ideas Stick There's research showing that information embedded in story form is significantly more memorable than random facts. We've all experienced this. You can't remember a list of 20 unrelated words. But if those same words are embedded in a narrative—suddenly, you can recall them. Story creates structure. Structure creates memory. Memory creates influence. And influence is leadership. The Daily Practice That Changes Everything One of the most practical tools Robert shared was simple: At the end of each day, write down five things that happened. Then, beside each one, write the lesson or meaning. That's it. It sounds small. But here's what it does: It trains you to notice. It turns mundane moments into meaning. It builds a personal "story vault." Most leaders think they don't have stories. They do. They just haven't trained themselves to capture them. And when you practice assigning meaning to everyday events, two things happen: Life feels more intentional. You become far more interesting. And yes—being interesting matters. Nonprofit leaders don't need to be entertainers. But they do need to avoid being forgettable. Storytelling Is an Asset Here's the final insight I want to leave you with: Your stories are organizational assets. Just like: Your brand Your programs Your donor relationships Your systems They require development. They require refinement. They require practice. The leaders who seem "naturally good" at storytelling have almost always worked at it. They've tested versions. Edited language. Rehearsed delivery. Noticed what lands. Storytelling is not magic. It's muscle. And like any muscle, it strengthens with repetition. About the Guest Storytelling isn't fluff. It's how trust is built, ideas stick, and leaders move people. In this episode, I talk with leadership communication expert Robert Kennedy III about why stories outperform data alone—and how nonprofit leaders can use storytelling to engage staff, boards, donors, and communities. We explore: Why stories humanize leadership The four core elements of every strong story How to use questions to instantly engage your audience Three essential leadership stories every nonprofit needs A simple daily practice to build your "story vault." If you want your message to be remembered—and acted on—this conversation is for you. Connect with Robert: Website: robertkennedythree.me Resources: Subscribe to the Inspired Nonprofit Leadership Newsletter: www.inspirednonprofitleadership.com/signup Learn more about Sarah's work: www.saraholivieri.com

Reflections from host Sarah Olivieri ... Who Builds the Plan Matters When strategic plans fail to achieve lift-off, it's usually because the process that was used to create them was flawed. I recently had a conversation about this with board and strategy expert Dr. Renee Rubin Ross, author of Inclusive Strategic Planning for Nonprofits, and it pushed me to think more deeply about something I see over and over again. Inclusion isn't a value statement. It's a design decision. And it's not optional if you want a great strategy that actually gets executed. The Real Problem Isn't the Plan Let's ask the real question. When a strategic plan stalls out, what's actually broken? Not because people are bad. Not because staff lack commitment. Not because boards don't care. It's usually because the people who are expected to carry out the work weren't meaningfully included in building the vision. Renee said something in our conversation that I think is the heart of it: "Who is involved in building the vision and building the goals really matters." Without the right people in the room, motivation drops. When motivation drops, capacity drops. When capacity drops, implementation stalls. It's not a personality problem. It's a systems problem. And, systems create behavior. Deciders, Builders, and Sharers One of the most useful frameworks Renee shared is her concentric circle model: Deciders – the group ultimately responsible for final decisions Builders – the group that helps create the vision and goals Sharers – stakeholders who provide input and perspective This framing adds clarity. Inclusion does not mean 40 people wordsmithing a sentence. It means being intentional about who participates at each stage AND making that visible. More detail doesn't equal more clarity. Clarity comes from defining roles. And when people understand their role in the process, something powerful happens. They lean in. Process Builds Motivation One of my favorite moments in our conversation was when we talked about why inclusive planning increases energy. Renee said: "If you feel like, wow, someone consulted me on this, I got to weigh in, so I feel more motivated." That's the mechanism. Motivation is not a personality trait. It's a byproduct of meaningful participation. When someone is handed a finished plan, they feel managed. When someone helps build the plan, they feel responsible. That shift alone can change your return per dollar invested in strategic planning. Because here's the truth: You don't need to convince people. Let the process do the convincing! Tell the Story of How You Decided This is the biggest mistake I see. Leaders announce decisions. They rarely explain the process behind the decision. But boards, staff, and stakeholders are not evaluating the decision itself. They're evaluating whether the decision-making process was any good. When people understand: What information was gathered Who was consulted What trade-offs were considered How capacity was evaluated They relax. Even if they disagree with the final outcome. Confidence in process builds trust in results. Three-Year Vision: Bold, Not Delusional I loved Renee's approach to visioning. Not 10 years. Not 20 years. Three years. Enough time to be meaningful. Short enough to be real. Her guided question during retreats: It's three years from now and you're celebrating. What are you celebrating? That question does something subtle but powerful. It moves people from anxiety to ownership. Nonprofit leaders often operate at capacity. Sometimes beyond it. If you ask, "Where do you see yourself in 10 years?" You'll get exhaustion. If you ask, "What are we celebrating three years from now?" You'll get direction. Skin in the Game I often think about the idea of skin in the game. The people who experience the consequences of decisions make better decisions. When staff who will execute the plan help build it, they bring constraints, creativity, and operational reality into the room. When new team members sit next to veterans in a facilitated discussion, something happens: Experience meets fresh eyes Caution meets creativity History meets possibility That's how alignment forms. And alignment unlocks capacity. Final Thought Inclusion is not consensus. Inclusion is clarity about participation. When people are clear on their role in shaping the future, motivation rises. When motivation rises, execution improves. When execution improves, opportunity expands. And that's why who builds the plan matters. About the Guest Dr. Renee Rubin Ross is a recognized leader on board and organizational development and strategy and the founder of The Ross Collective, a consulting firm that designs and leads inclusive, participatory processes for social sector boards and staff. Committed to racial equity in the nonprofit sector, Dr. Ross guides leaders and organizations in strategic plans and governance processes that deepen social change, racial justice, stakeholder engagement, and community strength. In addition to her consulting work, Dr. Ross is the Director of the Cal State University East Bay Nonprofit Management Certificate program and teaches Strategic Planning and Board Development for the program. Dr. Ross lives in Northern California. She is a past Board member of the Alliance for Nonprofit Management and a member of the Technology of Participation facilitator's network. Her Doctorate in Education and Jewish Studies from New York University explored parent participation in schools. Connect with Renee: Website- https://www.therosscollective.com/ Subscribe to our e-list- https://www.therosscollective.com/subscribe LinkedIN - https://www.linkedin.com/in/reneerubinross/ Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Reflections from host Sarah Olivieri ... Fundraising Should Feel Like the Most Enjoyable Thing We Do - But I Bet You Don't Feel That Way😉Section Header I've been thinking about this a lot lately. I recently had a conversation about exactly this with Lisa Stueckemann, who brings a refreshingly direct lens to fundraising. It sharpened something I've long believed: fundraising doesn't get easier when we add more tactics. It gets easier when we remove fear and add JOY! "Donor-Centric" Isn't Deep Enough Fundraising experts have been talking about donor-centricity for years. But that language has flattened something important. Lisa said something that reframes it: "We're never going to get beyond the human touchpoints." That's because these are the real moments when relationships are built. They are the most fundamental, necessary elements. Everything else is gravy. When we start optimizing messaging, segmenting lists, automating follow-ups — none of that is wrong — but if we hide behind these tools and tactics, we avoid the real work of human connection. High-touch relationships require presence. Scaled relationships require clarity. But neither works without trust. Rejection Is Not What You Think One of the most powerful reframes in this conversation was around rejection. Fundraisers are afraid of "no." But most "no's" aren't rejection. They're information. Lisa put it simply: "Rejection brings clarity." If a donor says: "Not now." "Not that amount." "Let me think about it." That is not a door closing. It's just information. When leaders fear rejection, they hedge. They over-soften asks. They avoid specificity. They avoid contact. The Trust Gap Is Self-Inflicted Here's where this gets uncomfortable. There is a trust issue in the nonprofit sector right now. Some of it is narrative. Some of it is a misunderstanding. Some of it is self-inflicted. Lisa asked a question that should stop leaders in their tracks: Why are organizations not telling donors when they miss their goal? If you didn't make your number, say so. If your costs are rising, explain why. If you need to invest in fundraising to grow revenue, articulate the return. When you hide reality, you reinforce suspicion. When you show your math, you build credibility. The "Best Math" Conversation One of the more radical ideas Lisa shared was rethinking how we talk about costs. Instead of transactional math like: "It costs $942 to send a kid to school." What if we said: "This organization costs $X per hour to operate." That shifts the conversation. It includes leadership, infrastructure, insurance, internet, staff development — the full machine. Because here's what most nonprofits get wrong: They try to sell impact without selling the engine. The engines cost money… and donors get that. If you only sell the output and pretend the engine runs on air, you erode trust. The Fundraising ROI Conversation This connects directly to something I've seen repeatedly. Entrepreneurs understand ROI immediately. If I tell them: $10,000 to programming = $10,000 of impact $10,000 to fundraising = $40,000 raised They don't flinch. They lean in. Because they understand compounding. This is not about convincing people. It's about speaking their language. Human-first fundraising means understanding how your donor thinks. If they think in return on investment, talk to them about return per dollar invested. If they think in legacy, talk about permanence. If they think in justice, talk about what's wrong in the world related to your cause. You don't need to convince them. You need to listen first. The Internal Culture Problem Here's the part that matters most to me. Fundraisers are leaving. Not just their jobs. The sector. Why? Because creative, mission-driven people are being told: "Don't try something new." "Let's just run the event again." "Spend less. Raise more." That's not a strategy. That's fear. If you hire creative fundraisers and then deny them permission to experiment, you are quietly crushing them. And when they leave, revenue declines. This is predictable. If you don't allow experimentation inside, you can't expect innovation outside. If You Only Take One Thing Away Fundraising is not about better scripts. It's about courage. Courage to: Ask directly Say the real number Admit you missed a goal Invest in fundraising Try something new Build a real relationship with each and every donor. One where you see them and they see you …. Yup, you have to get vulnerable. The organizations that survive the next decade won't be the most polished. They'll be the most honest. They'll treat donors like humans. They'll treat staff like humans. And they'll stop pretending that fundraising is transactional. Because it isn't. It's relational. AND Relationships with people who care about you, are generous, and want to support you are super fun! About the Guest Lisa Stueckemann has spent over 15 years in nonprofit fundraising across healthcare, social services, and faith-based organizations. Founder of Fundraising Rebel and author of the book by the same name, she brings a creative, human-first lens to fundraising strategy and leadership. Connect with Lisa: Website: FundraisingRebel.org Book: https://a.co/d/7FszdEI LinkedIn: https://www.linkedin.com/in/lisastueckemann/ Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Reflections from host Sarah Olivieri ... Learning Is Leadership There's a pattern I see in nonprofit organizations that stall. It's not a lack of commitment. It's not a lack of vision. It's not even usually a lack of funding. It's a lack of learning. We build strategic plans. We refine mission statements. We install tools. But if the organization itself is not functioning as a learning system, none of that holds up under pressure. Systems that don't adapt eventually calcify. I've been thinking about this a lot lately. I recently had a conversation about exactly this with David Preston, who has spent decades helping organizations build what he calls high-performing learning networks. It sharpened something I've long believed: organizations are not machines. They are networks of people learning, leading, and achieving together. Schooling Is Not Learning One distinction that matters here is the difference between schooling and learning. Schooling is passive. Learning is active. Schooling is about compliance. Learning is about agency. When teams operate in "school mode," they wait to be told. They execute tasks. They follow instructions. They comply with board directives or funder requirements. These teams often look busy… But "busy" doesn't necessarily translate into results. Learning cultures, by contrast, invite people to think aloud. To test ideas. To refine. To argue constructively. To improve together. This leads to more accountability and better results. The Power of "With" One line from my conversation with David has stayed with me: "If you do something to people—or even for people—it has a low ceiling. If you do something with people, it sustains." — David Preston That's not just philosophical. It's operational. When leaders design strategy alone and then roll it out, ownership is thin. When leaders co-create—even if it's messier at first—agency increases. Agency increases performance. This is why I often say clarity beats control. Control looks efficient. Clarity scales. When people help build the strategy, they internalize it. When they internalize it, execution improves. When execution improves, results compound. Dunbar's Number and Real Relationships We also touched on Dunbar's number—the idea that humans can sustain roughly 150 meaningful relationships. That has direct implications for leadership. You cannot deeply engage everyone. High-touch relationships require energy. They require attention. They require boundaries. In an era where leaders can have thousands of online "connections," it's easy to confuse reach with relationship. They are not the same. If your fundraising strategy relies entirely on scaled communication, you will miss depth and leave a lot of money on the table. I believe we should only focus on scaled methods of communication and relationships once we have mastered building relationships 1-1, high touch, like humans have done for thousands of years. The Basics Are the Advanced Work One of my favorite stories David shared was about legendary UCLA coach John Wooden teaching players how to put on their socks correctly on the first day of practice. Why? Because blisters prevent performance. The more experts I meet, the more one message stands out… Experts aren't better at the complicated, they are better at the basics. The basics of human connection, like story-telling and authenticity. Better at defining goals. Better at being clear in their communication. What This Means for Nonprofit Leaders If you only take one thing away from this: Your organization is a learning network. If people feel safe thinking aloud, progress accelerates. If people feel silenced or over-managed, progress slows. If learning slows, adaptation slows. If adaptation slows, results suffer. You don't need a more complicated strategy. You need a culture where people can think together. That's harder. And it's worth it. About the Guest David Preston helps leaders and organizations build high-performing learning networks. Founder of Open-Source Learning, he draws on experience writing for the Los Angeles Times, teaching at UCLA and California high schools, and building a Los Angeles-based consulting practice. He is the author of the Academy of One. Learn more: https://davidpreston.net/ https://www.linkedin.com/in/david-preston-learning/ Short link: http://bit.ly/4aV47sp Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

Most leaders don't actually want more money. They want more time. In this short session, I walk through the first (and most overlooked) step to freeing up your time without losing results: delegating outcomes rather than tasks. This small shift moves you out of micromanaging, builds real ownership on your team, and stops you from being the bottleneck. Episode Highlights 00:27 The Importance of Freeing Up Time 01:01 Delegating Outcomes: The First Step 02:06 Shifting Focus from Tasks to Results 03:24 Empowering Your Team 05:18 The Benefits of Delegating Outcomes Resource The Board Clarity Club A monthly membership for boards that provides training and live expert support to help your board have total clarity on how to be the best board possible. Learn More >> About Your Host Have you seen Casino Royale? That moment when Vespa slides in elegantly, opposite James, all charming smile, razor-sharp wit and mighty brainpower, and says, "I'm the money"? Well, your host, Sarah Olivieri has been likened to Vespa by one of her clients – not just because she's charming, beautiful and brainy– but because that bold statement "I'm the money" was, as it turned out, right ON the money. Sarah helps nonprofits transform their organizations from failing to thriving. And she's very, very good at it. She's brought nonprofits back from the brink of insolvency. She's averted major cash-flow crises, solved funding droughts, board conflicts and everything in between… and so she has literally become "the money" for many of the organizations she works with. As the former director of 3 nonprofits and founder of 5 for-profit businesses, she understands, deeply, the challenges and complexities facing organizations and she's created a framework, called The Impact Method®ï¸, which can help you simplify operations, build aligned teams and make a bigger impact without getting overwhelmed or burning out – and Every. Single. One. Of her clients that have implemented her methodologies have achieved the most incredible results. Sarah is also a #1 international bestselling author, holds a BA from the University of Chicago with a focus on globalization and its effect on marginalized cultures, and a master's degree in Humanistic and Multicultural Education from SUNY New Paltz. Access additional training at www.pivotground.com/funding-secrets or apply for the THRiVE Program for personalized support at www.pivotground.com/application Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.

If your budget feels like a set of handcuffs instead of a helpful tool, this episode is for you. I break down why so many nonprofits get stuck prioritizing the bottom line instead of smart financial decisions—and how to reframe your budget as a living financial plan that helps you invest, adapt, and create more impact as new opportunities emerge. Episode Highlights 00:27 The Importance of Aligning Strategy and Operations 01:13 Common Budgeting Pitfalls 02:18 Reframing Your Budget as a Financial Plan 03:23 Prioritizing Spending for Maximum Impact 07:39 Adapting to New Opportunities Resource The Board Clarity Club A monthly membership for boards that provides training and live expert support to help your board have total clarity on how to be the best board possible. Learn More >> About Your Host Have you seen Casino Royale? That moment when Vespa slides in elegantly, opposite James, all charming smile, razor-sharp wit and mighty brainpower, and says, "I'm the money"? Well, your host, Sarah Olivieri has been likened to Vespa by one of her clients – not just because she's charming, beautiful and brainy– but because that bold statement "I'm the money" was, as it turned out, right ON the money. Sarah helps nonprofits transform their organizations from failing to thriving. And she's very, very good at it. She's brought nonprofits back from the brink of insolvency. She's averted major cash-flow crises, solved funding droughts, board conflicts and everything in between… and so she has literally become "the money" for many of the organizations she works with. As the former director of 3 nonprofits and founder of 5 for-profit businesses, she understands, deeply, the challenges and complexities facing organizations and she's created a framework, called The Impact Method®️, which can help you simplify operations, build aligned teams and make a bigger impact without getting overwhelmed or burning out – and Every. Single. One. Of her clients that have implemented her methodologies have achieved the most incredible results. Sarah is also a #1 international bestselling author, holds a BA from the University of Chicago with a focus on globalization and its effect on marginalized cultures, and a master's degree in Humanistic and Multicultural Education from SUNY New Paltz. Access additional training at www.pivotground.com/funding-secrets or apply for the THRiVE Program for personalized support at www.pivotground.com/application Be sure to subscribe to Inspired Nonprofit Leadership so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! Let us know the topics or questions you would like to hear about in a future episode. You can do that and follow us on LinkedIn.