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Field Guide to Nonprofit Program
Design, Marketing and Evaluation

Table of Contents

Top-level description of this guidebook is located
here.

Part I: Preparing for Program Development and Evaluation

Understanding Nonprofit Organizations and Programs

  • Benefits of Systems View
  • Understanding "System" of Nonprofit Organization
  • System Direction: Mission, Goals and Strategies
  • What is a Nonprofit Program?
  • Organization Chart of Typical Small/Medium Nonprofit Organization
  • Understanding "System" of Nonprofit Program (Logic Model)
  • Understanding Life Cycles of Nonprofit Organizations and Programs

Understanding General Planning Process

  • Basic Planning Process and Terms
  • Guidelines to Ensure Successful Planning and Implementation
  • Guidelines to Ensure Successful Program Development and Evaluation

Approaches to Program Planning

  • "Build It and They Will Come"
  • Seat-of-the-Pants
  • Incremental
  • Nonprofit Business Planning
  • Nonprofit Business Development

Basics of Strategic Planning

  • All Else Flows from Strategic Planning
  • Basic Guidelines to Develop Strategic Plan
  • New Nonprofits: Start Small, Start Simple, But Start

Part II: Program Planning

Chronology of Activities

Developing Program Framework (Logic Model)

  • Assessment of Community Needs and Interests
  • Vision for Program Participants
  • Desired Outcomes for Program Participants
  • Methods to Help Program Participants Achieve Desired Outcomes
  • Outcomes Goals/Targets and Indicators Toward Hitting Aimed Targets
  • Outputs/Tangibles Produced by Model
  • Preliminary Program Logic Model

Market Analysis

  • Target Markets and Their Unique Features
  • Perceived Program Benefits to Each Target Market
  • Packaging
  • Unique Value Proposition
  • What Name Will You Use for Your Service?
  • What Price Should You Charge? How Should Clients Pay?
  • Who Are Your Competitors?
  • Who Are Your Collaborators?
  • What Laws and Regulations Must You Follow?
  • Protect Your Creation with Patents, Trademarks/Servicemarks and/or Copyrights?
  • Finalize Description of Each of Your Services
  • Summary of Remaining Marketing Analysis Tasks and Considerations
  • Marketing Goals

Planning Program Development and Ongoing Operations

  • Developing Program "From the Ground Up"
  • Advertising and Promotions
  • Sales and Service
  • Delivery of Services
  • Personnel / Staffing
  • Materials and Supplies
  • Facilities and Equipment

Planning Program Finances

  • Key Processes and Terms
  • Developing Program Budget

Part III: Program Evaluation

Understanding Program Evaluation

  • Myths About Program Evaluation
  • So What is Program Evaluation?
  • Reasons To Do Program Evaluation
  • Basic Ingredients
  • Major Considerations to Design Your Program Evaluation

Common Types of Program Evaluation

  • Implementation Evaluation ("What Are We Doing?")
  • Process Evaluation ("How Does Program Work?")
  • Goals-Based Evaluation ("Are We Achieving Goals?")
  • Outcomes Evaluation ("What Are Impacts On Clients?")

Planning Your Program Evaluation

  • Should You Hire Program Evaluator?
  • Who Are Your Audiences of Your Evaluation?
  • What Management Decisions Do You Need to Make About Program?
  • What Evaluation Questions Should You Answer?
  • What Information Is Needed to Answer Evaluation Questions?
  • What Are Best Sources of This Information?
  • What What Are Best Methods to Collect Information?
  • How Will You Analyze and Interpret Your Results?
  • How Will You Report Your Evaluation Results?
  • Who Should Conduct the Evaluation?
  • Have Your Evaluation Plan Reviewed -- Tested, if Possible
  • Conduct Ethical Research -- Information-Release Form
  • Pitfalls to Avoid During Evaluation Planning

Part IV: Assembling and Implementing Plans

Assembling Plans

  • Sections Common to Many Plan Documents
  • Assembling Program Development Plan
  • Assembling Marketing Plan
  • Assembling Advertising and Promotions Plan
  • Assembling Operations / Management Plan
  • Assembling Staffing Plan
  • Assembling Nonprofit Business Plan
  • Assembling Fundraising Proposal
  • Assembling Program Evaluation Plan
  • Assembling Outcomes-Based Evaluation Plan

Implementing Plans

  • Role of Leadership (Governance and Executives)
  • Tools to Track Status of Implementation
  • Capture Learnings from Implementation of Plans

Appendix A: Glossary of Useful Terms

Appendix B: Worksheets

  • Assessment of Community Needs and Interests
  • Vision for Program Participants
  • Desired Outcomes for Program Participants
  • Methods to Help Program Participants Achieve Desired Outcomes
  • Outcomes Goals/Targets and Indicators Toward Hitting Aimed Targets
  • Preliminary Program Logic Model
  • Target Markets, Their Unique Features and Perceived Program Benefits
  • Packaging
  • Unique Value Proposition
  • Name for Service
  • Pricing
  • Competitors
  • Collaborators
  • Laws and Regulations
  • Patents, Trademarks/Servicemarks and/or Copyrights
  • Description of Each of Your Services
  • Summary of Remaining Marketing Analysis Tasks and Considerations
  • Marketing Goals
  • Program Development
  • Advertising and Promotions
  • Sales and Service
  • Delivery of Services
  • Personnel / Staffing
  • Materials and Supplies
  • Facilities and Equipment
  • Planning Your Program Budget
  • Planning Your Program Evaluation
  • Planning Your Outcomes-Based Evaluation

Appendix C: Conducting Complete Organizational Assessment

  • Legal
  • Governance
  • Human Resources (Staff and Volunteers)
  • Planning (Strategic, Programs and Evaluation)
  • Financial
  • Fundraising

Appendix D: Basic Methods in Business Research

  • Planning Your Business Research
  • Overview of Data Collection Methods
  • Ethics: Information Release Form
  • Guidelines to Conduct Observations
  • Guidelines to Developing Questionnaires
  • Guidelines to Conducting Interviews
  • Guidelines to Conducting Focus Groups
  • Guidelines to Developing Case Studies
  • Guidelines to Conducting Pilot Research
  • Various Convenient Methods to Collect Information
  • Some Major Sources of Market Research Information
  • Analyzing and Interpreting Results

Appendix E: Resources for Nonprofits

  • Free Management Library(SM)
  • Free Nonprofit Micro-eMBA(SM)
  • Organizations
  • Free, On-line Discussion Groups
  • Free, On-Line Newsletters

Appendix F: Major Methods of Advertising and Promotions

  • Standard Tools and Methods
  • Promotional Activities Through the Media
  • Unique and Special Promotional Activities and Events

Our Other Useful Nonprofit Publications

Get our guidebook on program design, marketing and evaluation, along with all of our other guidebooks listed above, at a discount in our Nonprofit Capacity Building Toolkit (SM).

Other Authors' Useful Nonprofit Publications

To Order Your Program Design, Marketing and Evaluation Guide

Note on intellectual property

  • Authenticity Coaching Circles and Authenticity Training Circles are service marks of Authenticity Consulting, LLC, of Minneapolis, Minnesota.
  • Free Management Library is a service mark of Authenticity Consulting, LLC, in Minneapolis, Minnesota.
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