Technical Assistance Provider Interest Form - Content Area Specialist and Trainer Survey

For the following categories of services, please indicate your area of expertise by checking the appropriate boxes. (Check all that apply)

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* 5. Board Development/Governance

Board Governance: Development of policies, guidelines, systems, and processes used to make effective, informed and strategic decisions. How to effectively engage board members. Develop effective committee structure.

Composition/Recruitment: Strategies for recruiting board members, evaluate board needs and diversity.

Training/Development: Determine training needs of board, provide training on board governance topics such as role/responsibilities, onboarding new board members.

Other (please specify)

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* 6. Clinical

Compliance: Implementing systems that protect patient data, HIPPA compliance and other related compliance issues.

Service Providers: Hiring, managing and evaluating service providers such as mental health providers and medical staff.

Other (please specify)

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* 7. Community and Participant Engagement

Authentic Engagement: Ways to authentically engage participants/clients/patients and/people with lived experience.

Consumer Satisfaction/Feedback: Ways to gather feedback from clients/patients.

Community Building: Assisting with understanding and development community building strategies.

Community Engagement: Strategies to engage community stakeholders.

Community Events: Planning and managing events.

Partnerships/Collaboration: How to develop meaningful partnerships, different types of partnerships.

Other (please specify)

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* 8. Communications

Marketing and Public Relations: Strategies and tactics to promote organization through development of written collateral, outreach activities, the media.

Social Media: Launching and managing social media channels to support all aspects of the organization.

Other (please specify)

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* 9. Facilities

Maintenance Planning: Develop a maintenance plan for office or other facilities.

Facility Needs and Planning: Evaluate facility needs based on programming and service growth.

Facility Operations: Daily operations and management of facilities.

Other (please specify)

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* 10. Finance

Annual Budgeting: Putting together a budget and developing a budget process.

Hiring/Managing Bookkeeping: Evaluate accounting/bookkeeping needs, defining roles and responsibilities.

Reviewing Financial Statements: Key numbers to watch in financial statements. Difference between Profit/Loss, Balance Sheet, Restricted/Unrestricted.

Forecasting: Developing processes and tools to monitor financials (i.e. dashboards, reports.)

Conducting Audits: Hiring an audit firm, preparing for an audit.

Financial/Accounting Policies: Develop financial policies.

Other (please specify)

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* 11. Fundraising

General Fundraising Strategies: Introduction to fund raising strategies.

Individual Giving: Stewardship of donors, direct appeals, acknowledgement process.

Grant Writing: Grant writing, tips for grant writing, differences between private philanthropy and government grants, managing grants, record keeping.

Events: Organizing/managing a fundraising event, involving volunteers, logics.

Corporate Giving: Building relationships with private/corporate sector, matching their values/goals with non profit.

Planned Giving: Understanding planned giving and how to offer this to key donors.

Other (please specify)

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* 12. Human Resources

Hiring and Recruiting Staff: Develop hiring practices, legal parameters of hiring, recruitment strategies, on boarding new staff.

Evaluation & Performance: Develop evaluation process, setting performance measures, evaluation templates, coaching employees.

Compensation & Benefits: How to go about a compensation study and setting salaries for all staff.

Staff Training & Professional Development: Determining professional development needs of staff and implementing training to fill them.

Succession Planning: Develop succession plans for key staff positions, especially the Executive Director.

Other (please specify)

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* 13. Innovation

Social Enterprise: What is social enterprise, what needs to be in place to do it, examples of others doing it.

Co-operatives, Collectives, and Other Alternative Organizational Models: How to implement alternative organizational models in social/equity-based work.

Other (please specify)

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* 14. Legal

Establish NP status and/or IRS designation: Process to apply for status, preparing IRS application.

General Legal Counsel: Legal counsel for variety of issues.

Other (please specify)

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* 15. Operations

Internal Operations and Administration: How to assess internal operations and identify challenges to address.

Other (please specify)

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* 16. Planning

Strategic & Business Planning: Development of 2-3 year plan that sets out goals and actions steps.

Organizational Development & Culture: Assessing org culture and identify ways to improve.

Other (please specify)

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* 17. Program

Program Design: Developing logic models, phases of program implementation, tying to mission/values, building support (board, stakeholders), determining resources, estimating impact.

Data Collection: Assist with determining data collection needs, how to develop systems to collect it and how to analyze.

Other (please specify)

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* 18. Real Estate

Real Estate: Purchasing real estate, understanding commercial leases.

Other (please specify)

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* 19. Risk Management

Crisis Management: Develop a crisis management plan.

Insurance Needs: Overview of determining non profit insurance needs.

Other (please specify)

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* 20. Technology

Evaluate Technology Needs: Assess IT needs for organization with recommendations of what should be purchased.

Maintaining Adequate IT Systems: Develop an annual plan/check list to keep IT system current.

Other (please specify)

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* 21. Volunteers

Recruiting and Managing Volunteers: Strategies for recruiting, matching and managing volunteers so they become engage and stay.

Establish a Volunteer Program: How to start a volunteer program from scratch, developing the scope, what they will do, how they will be supported, acknowledgments of volunteers.

Other (please specify)

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* 22. Are you interested in serving as a trainer for grantees in one or more content areas? If so, please indicate what topic areas you feel well suited to provide training on.

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* 23. Please provide any additional information that demonstrates your alignment with the Accelerator Initiative (e.g., interest in the initiative, similar clients or projects, training examples, etc.).

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* 24. Please share if you identify with and/or describe your experience in working alongside the historically marginalized people that the Accelerator Initiative is designed to support. We ask this question to ensure the Accelerator Initiative lives the values in authentic and intentional ways.

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* 25. Do you require any accommodations in order to perform the role of Content Area Specialist? If so, please describe the accommodations:

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* 26. Please describe your typical fee structure and a provide a typical hourly fee range. Are your fees hourly or project based?

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* 27. Please attach a resume, biography or any other relevant document.

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Technical Assistance Provider Interest Form - Content Area Specialist and Trainer

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* 1. General Background Information

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* 2. Organization Information

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* 3. What regions of the state do you work in?

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* 4. How did you hear about the Accelerator Initiative?

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* 5. Board Development/Governance

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* 6. Clinical

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* 7. Community and Participant Engagement

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* 8. Communications

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* 9. Facilities

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* 10. Finance

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* 11. Fundraising

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* 12. Human Resources

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* 13. Innovation

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* 14. Legal

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* 15. Operations

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* 16. Planning

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* 17. Program

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* 18. Real Estate

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* 19. Risk Management

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* 20. Technology

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* 21. Volunteers

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* 22. Are you interested in serving as a trainer for grantees in one or more content areas? If so, please indicate what topic areas you feel well suited to provide training on.

Question Title

* 23. Please provide any additional information that demonstrates your alignment with the Accelerator Initiative (e.g., interest in the initiative, similar clients or projects, training examples, etc.).

Question Title

* 24. Please share if you identify with and/or describe your experience in working alongside the historically marginalized people that the Accelerator Initiative is designed to support. We ask this question to ensure the Accelerator Initiative lives the values in authentic and intentional ways.

Question Title

* 25. Do you require any accommodations in order to perform the role of Content Area Specialist? If so, please describe the accommodations:

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* 26. Please describe your typical fee structure and a provide a typical hourly fee range. Are your fees hourly or project based?

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* 27. Please attach a resume, biography or any other relevant document.