Date: 02/10/2020
Time: 1 pm eastern
Run Time: 90 minutes including Q & A session
Leader: Brad Lebowsky, MBA, Nonprofit Consultant
Credits: Awarded 1.5 credit hours by HRCI
Price: Webinar $295; Webinar + Download $349 (Share the download with your colleagues)
Audience: Executive directors, program managers, managers, supervisors, nonfinancial executives, financial officers, directors, etc.


It doesn’t seem that the New Year will bring any immediate relief from the operating pressures nonprofits have been dealing with.   During 2021 your organization will still be dealing with the fallout from the pandemic and adjusting to the changes it has forced your organization to make. And as if this wasn’t enough, during 2021 there will also be a number of additional new challenges to face. For example, the availability of grants funding will continue to decline while at the same time the demand for your programs and services are likely to increase.  Virtual meetings will continue in place of your live events.  Technology will play a larger role in your daily operations. The pandemic and the related health concerns will make it harder to recruit and retain qualified volunteers. And with a democratic president, you can expect a more labor friendly focus from the White House. The regulatory agencies are likely to become more aggressive enforcing employee-related regulations.  For your organization, more risk and increased labor costs are almost a certainty.

2021 is shaping up as another difficult year.  The costs of providing the services and programs your community depends on will likely grow while securing the funds you need to support your mission will be a challenge.  As you discovered in 2020, the pandemic has changed what was considered “normal,”  and in this new operating environment your organization will need to become more efficient and productive if it expects to be able to fulfill its mission.

A self-audit to determine how efficiently you are currently operating should be your first step to understand any vital changes you may need to make to improve your operating efficiency and productivity.  These assessment results then become an essential tool to develop action plans for areas you have found need to improve.

Conducting your organization wide operating assessment isn’t difficult. It doesn’t require you to put together a lot of data before you begin or even that you have a financial background.  It should only take a short time to complete using the checklists and questionnaires that will be provided as part of this webinar. You’ll be examining several different qualitative and quantitative factors:  organization governance, operations, fundraising, finance, and engagement. You’ll also be assessing the short- and long-term impact the pandemic has had on your organization.  Our speaker, Brad Lebowsky, MBA and longtime nonprofit consultant, will lead you through the assessment process, and based on his knowledge and experience  help identify areas for concern as well as areas which offer new opportunities for your organization. 


During this informative webinar Mr. Lebowsky will provide practical guidance on:

  • The step-by step organization of the operating assessment
  • The qualitative and quantitative areas which comprise the assessment: governance, fundraising, operations, organizational alignment, and financial
  • Assessing the impact Covid-19 has had and will likely continue to have on your organization
  • Governance, a key assessment factor, will cover maintaining corporate records, required policies, hiring practice, board of director matters, and more
  • Fundraising, another assessment factor, will cover Board involvement, volunteers, major gifts, grants, foundation gifts, and more
  • Operations, also a key assessment factor, will cover strategic planning, technology and systems plan, business, and marketing plan, required operating manuals, and more
  • Organizational alignment, another assessment factor, will cover organization core values, yearly and long-term goals, perceived risk factors, and more
  • Financial strength, the final assessment factor, will cover short- and long-term financial goals, projected revenues and expenses, current and potential liabilities, available reserves, and more
  • Sample surveys, questionnaires, and checklists will be provided including the important Engagement Survey
  • How to develop specific action plans to improve the performance of those areas and activities which are not currently as productive and efficient as they will need to be during 2021 and beyond
  • How to monitor ongoing action plans and measuring their progress towards improvement
  • Comparing your results with other nonprofits based on Mr. Lebowsky’s years of experience


Brad Lebowsky earned his MBA with an emphasis on nonprofit management specializing in finance and budgeting. Brad has more than 25 years of nonprofit management experience and is a sought-after speaker, author, and nonprofit consultant. His areas of expertise include budgeting, finance, grant writing, strategic planning, board training, retention of donors, employees, volunteers, and professional development. He is also the author of Downsizing: Alternatives for Companies; a resource for those affected, and has produced a podcast, The Career Mentor Podcast, which is available on iTunes, Spotify, and Brad can be reached at As a speaker, author, or consultant his overriding goals are to grow people, communities, and resources for nonprofit organizations across the country.

More Webinars