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Mayes Wilson & Associates

Category: Planning

Don’t forget donors when doing succession planning

Julie Whelan Capell |  Here at MWA, we get a lot of questions about succession planning. It’s one of those things that’s on everyone’s “to do” list, but never seems to get done. We’ve written about the risks of not planning for board succession and posted a straightforward guide to succession planning.  One aspect that […]

A straightforward approach to board succession planning

Sara Wilson, CPCC, ACC | In my last post I talked about a few organizational risks caused by avoiding board succession planning and promised to provide some approaches to mitigate those risks. Succession planning isn’t an easy topic to broach, especially if there are long-term board members and no term limits. I recommend organizations plan for […]

The risks of not planning for board succession

Sara Wilson, CPCC, ACC | What does board succession have to do with gardening? Just like your garden in spring, you need to evaluate what parts of your board are thriving, what is failing, and what just needs to go away. Everything needs renewing, even the board. Admittedly, it can be easy to stay with […]

6 ways leaders can prepare for staff changes

Sara Wilson, CPCC, ACC | It’s spring and as an avid gardener I’m thinking about seasonal changes and starting to tend my garden. How are you tending to your organization in anticipation of inevitable staff changes? Pause just for a minute. If your mindset was that staff changes could actually benefit your organization and were […]

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Strategic Planning Tips

Sara Wilson | What do you see at the end of your telescope?  What distant objects appear nearer, what lenses are you using and what objects are magnified?  As we begin a new time period (year, quarter, month) people and organizations often feel compelled to plan and focus their energy.  I’ve received several inquiries lately […]

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9 Important Mid-Year Questions

Sara Wilson, CPCC | Mid-calendar year, a-l-r-e-a-d-y.  I hope you’re enjoying summer cook-outs, Frisbee golf, and vacations to new and exciting places.  I just got back from a wonderful week in Mexico! But summer isn’t all fun and travel.  Maybe your kids are home and you are juggling their activities and schedules. Maybe yard work […]

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Don’t Forget to Plan Your Fund Development Activities for the New Year!

Julie Whelan Capell | While you’re updating your annual plan through a “possibilities” lens, try doing the same with your fund development plan. Try these ways of reframing the exercise: 1)  Look at one or two organizations in your town that are very different from yours and see if there’s anything they’re doing that might […]

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Annual Planning: Don’t let the chaos keep you from leading

Sara Wilson, CPCC | I thought of calling this “Annual Planning in Times of Chaos” but realized times of turmoil can be times of great possibilities and growth.  The trick is to avoid becoming overwhelmed by the uncertainty.  One way to do this is to return to your annual plan. When was the last time […]

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Need Fund Development or Evaluation Support?

Julie Whelan Capell | New MWA Associate Julie Whelan Capell says “I’ve noticed that grants and evaluations can be pain points for many small organizations. At MWA we bring the expertise so you can focus on the things you are good at.” We’re pleased to formally announce a new Associate here at MAYES | WILSON […]

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