Portfolio Manual Table of Contents Introduction 3 Creating and Organizing Your Portfolio 3 Selecting Items for your portfolio 3 Competency Summary Statements 4-10 Certification Tracking Sheets 11 Exit Interview and Oral Presentation of Portfolio 14 Internship Experience 14 2 Creating and Organizing Your Portfolio: Introduction Every student who is seeking the Nonprofit Leadership Alliance Credential as well as an UND 18-credit Certificate or 21-credit minor is required to maintain a portfolio. This document contains information to help you with the completion of the portfolio. A portfolio is a collection of materials assembled to demonstrate to others what you have accomplished and/or are able to do. Nonprofit Leadership Alliance, in consultation with its partner colleges, universities, and nonprofit organizations, has identified a set of competencies that professionals should possess for work in nonprofit organizations. Your portfolio is a collection of documents (statements, letters, records, papers, syllabi, etc.) and materials assembled to demonstrate and exhibit you and your skills. Select a convenient and safe place to organize and store your materials. Organize your materials according to competency areas identified in certification requirements. Utilize file drawer, manila folders, file folders etc. to organize materials so that they can be easily retrieved when you're building your portfolio. Competencies and Assessment Methods There are ten Core Program Competencies embedded in program experiences, the competencies embody the knowledge, skills, and character that nonprofit leadership students must develop in order to perform as effective nonprofit professionals. Further, the competencies engage the students in using tools of learning, inquiry, experience, and reflection. Examples of competencies include: 1) Governance, Leadership & Advocacy 2) Communication, Marketing & Public Relations 3) Cultural Competency and Diversity 4) Legal and Ethical Decision Making 5) Financial Resource Development and Management 6) Foundations & Management of the Nonprofit Sector 7) Program Development 8) Volunteer and Human Resource Management 9) Personal and Professional Development 10) Future of the Nonprofit Sector Assessment data is collected from completion of competencies embedded in course work, co-curricular involvement, internships and community service. For each competency, achievement is measured using criteria-based rubrics. A rubric for each competency is developed. Achievement is demonstrated through learning topics for each competency and is designed to permit multi-level assessment by learning topic. Nonprofit Leadership students seeking their minor or certificate are expected to achieve “Basic” level on 90% of the learning topics for each competency. It is expected that a percentage of students will also demonstrate competency in the “Practicing” level. A smaller percentage of students will excel and demonstrate competencies in the “Mastery” level 3 Selecting Items for Your Portfolio: Your goal, when selecting items for placement in your portfolio, is to choose materials and documents that best portray your ability to perform in an identified competency area. Add subsequent items that provide new and different insights regarding your accomplishments. This will help you to organize your portfolio efficiently and concisely. You will identify three items for each competency area that you feel assisted you in becoming knowledgeable and proficient in the program competencies. You may utilize a variety of opportunities, programs, courses, workshops, and activities that will help you to meet competency requirements. Please consider using a variety of opportunities when choosing experiences. You will complete an integrative paper at the beginning of each competency addressing why you chose the three experiences and feel they assisted you in your understanding and aptitude defined for each competency area. You will provide an artifact for each experience you chose to further substantiate your competence in each area. Displaying Items in Your Portfolio: Your portfolio should be a collection that is easily stored, carried, and shown. Utilize a three-ring binder Protect original documents in acetate sleeves 4 Competency Summary Statements 1. Governance, Leadership & Advocacy Highlights the stewardship and advocacy roles, responsibilities, and leadership of the board of directors, staff and volunteers in the development of policies, procedures, and processes by which nonprofits operate and are held accountable. Learning Topic Roles and responsibilities of a nonprofit board and its committees Basic Knowledge Define the role and responsibility of nonprofit board of directors to provide strategic direction, ensure resources and oversight for nonprofit organizations and the role of board committees in the management of these responsibilities Practicing Knowledge Analyze the role of and responsibility of nonprofit board directors to provide strategic direction, ensure resources and oversight for nonprofit organizations and the role of board committees in the management of these responsibilities. Mastery Outline the board and committee roles and responsibilities including such documents as board member job descriptions, board member agreements and committee expectations for a real or fictitious nonprofit organizations Critique frameworks of thought relevant to leadership dynamics Differentiation between management and leadership across the nonprofit organization Essential function of strategic planning for effective operation and sustainability Board design, performance and ongoing board development Define leadership and management characteristics, traits and development models Compare and contrast the impact of leadership and management on nonprofit organizational effectiveness and efficiency Identify the methods of strategic planning designed to create a proactive approach to maintain mission alignment, address internal and external weaknesses and threats and ensure organizational sustainability Identify and describe essential characteristics of highly performing boards Discover how the essential function of strategic planning promotes mission oriented operational success and sustainability. Demonstrate the value of board driven strategic planning which aligns with stakeholders, organizational purpose Examine best practices found in high-performing boards. Complete a project demonstrating competency in at least one aspect of governance Development of leaders and their roles Identify leadership characteristics, styles and competencies which promote organizational effectiveness and efficiency Apply knowledge of leadership and promotion of teamwork as it pertains to boards of directors and projects Assemble, develop, staff engage and maintain a board of directors Critical function of nonprofit organizations in advocacy and public policy process Identify the critical function of nonprofit organizations in advocacy and public policy process Analyze a public policy and its impact on the nonprofit sector and stakeholders. Recommends and support policy changes 5 2. Communication, Marketing & Public Relations Highlights knowledge, attitudes and activities that nonprofit organizations use to understand, inform and influence various constituencies. Learning Topic Community development tools to build awareness and stakeholder relations in nonprofit organizations Understanding of public and community relations as functions in a nonprofit organization The role of organizational and personal communication within a nonprofit organization Role of advanced technologies in communications, public relations, and marketing in the nonprofit sector Marketing as a function in a nonprofit organization Basic Knowledge Identify community development tools for building public awareness and stakeholder relations Practicing Knowledge Illustrate the use of tools to collect data to inform community development strategy Mastery Analyze community data to create effective community development strategies Define the function of public and community relations in a nonprofit organization Investigate the components of nonprofit public relations and community relations Design an integrated public relations and community relations campaign Describe how written, oral, and non-verbal communications is used within a nonprofit organization to achieve its mission Examine the different communication techniques, taking into account audience perceptions of organizational vs. personal communication. Adapt personal and organizational messaging strategies, combing techniques to best advance the mission and communicate effectively with the audience. Recognize and define various technologies used to advance the mission through communications, public relations, and marketing Compare and contrast the applications and strengths of various technologies used to advance the mission. Identify and incorporate the appropriate technologies into comprehensive communications, public relations, and marketing plans Recognize and define key marketing concepts, processes, and approaches Compare and contrast the roles and interactions of marketing concepts, processes, and approaches Synthesize and evaluate a marketing strategy using complementary marketing concepts, processes, and approaches 3. Cultural Competency and Diversity Highlights the development of cultural competency preparation for professional practice in culturally diverse settings Learning Topic The role of culture, alternative views and differences when advancing mission and engaging in nonprofit Basic Knowledge a. Define the dimensions of culture related to language, sexual orientation, gender, race, ethnicity, socio-economic status, etc… Practicing Knowledge Define terminology related to cultural competency and diversity to include diversity, oppression, cultural competence, discrimination, marginalization, etc… Mastery Articulate what cultural humility, diversity and competence are and their roles in the workplace 6 management practice b. describe the difference between cultural tolerance and cultural celebration. Intercultural communication when working with diverse populations Identify how language creates cultural norms and describe the effect of verbal and nonverbal language is used to communicate effectively across diverse populations Utilizes culturally sensitive language verbally and nonverbally to communicate with diverse person Asks complex questions about other cultures, seeks out and articulates answers to those questions reflecting cultural perspective And is able to skillfully negotiate shared understanding based on differences Self-awareness to reduce the potentially negative influence of personal biases and values when approaching and navigating encounters, dilemmas, and challenges when working with diverse populations Identify how culture and ethnocentrism affect personal and institutional prejudice and forms of discrimination a. recognize new perspectives about own cultural rules and biases b. demonstrates understanding of the elements of a member from another culture in relation to their history, values, politics, communication styles, economy, beliefs or practices Articulates insight into one’s own cultural rules and biases (awareness of how experiences have shaped these rules, how to recognize and respond to cultural bias, and shift in self-description 4. Legal and Ethical Decision Making Highlights basic laws, regulations, and professional standards that govern nonprofit sector operations, including a basic knowledge of risk and crisis management, ethics, and decision making Learning Topic Basic laws and regulations under which nonprofits incorporate and operate Application of concepts and practices associated with Facility and Operational Risk Management Application of concepts and practices associated with crisis management Basic Knowledge Discuss the various laws and regulations under which a nonprofit organization operates List various practices used in Facility and Operational Risk Management Practicing Knowledge Analyze applicable laws and regulations under which a nonprofit organization operates Mastery Analyze the impact of laws and regulations on the organizational dynamics of nonprofit organizations Compare and Contrast the application and impact of risk management practices in situations Synthesize risk management practices into comprehensive risk management strategy Identify the different types of organizational and situational crisis management Compare and contrast crisis management practices for organizational crises (perceived or actual failure in governance, transparency, accountability) versus situational crises (environmental disaster or social crisis Synthesize practices into a comprehensive crisis management plan which can respond to various types of crises. 7 Alignment of personal and organizational values (professional development) Identify the different types of organizational values (e.g., accountability, transparency, responsiveness, equity, efficiency and effectiveness) and identify personal value system. Analyze the correlation between personal and organizational ethics as it relates to nonprofit organization operation Synthesize personal and organizational values as it relates to nonprofit operation Standards and codes of conduct that are appropriate to nonprofit professionals, volunteers, and other stakeholders Decision-making models, methods, and application to nonprofit organizations Define the components of a code of conduct for nonprofit professionals, volunteers, and other stakeholders Define the impact of laws and regulations on personal morals in decision-making models. Analyze the components of a code of conduct for nonprofit professionals, volunteers and other stakeholders Apply the components of a code of conduct for nonprofit professionals, volunteers and other stakeholders Critically examine and evaluate how traditional decision making models apply to real world situations Construct and apply an effective decision making model that aligns personal and organizational ethics and legal aspects 5. Financial Resource Development and Management Highlights financial resource acquisition, budgeting, financial management, control and transparency in nonprofit organizations Learning Topic Methods and motivation for raising funds from traditional sources Basic Knowledge Define traditional fundraising methods and the related donor motivations Practicing Knowledge Analyze effectiveness of various fundraising strategies, develop a personal giving strategy Mastery Explain theory behind said fundraising theories and trends, show the ability to write case statement and grant proposal Emerging trends in financial resource development Identify emerging trends in fundraising such as social enterprise, fees for service, program related investment, etc… Define the role of development as a strategic function for nonprofit organizations, impacting all departments, affecting service delivery and stakeholder satisfaction and influencing ability to fulfill mission Critique the potential effectiveness and barriers of implementing emerging trends Integrate and comply with trends, strategies, and current methods as part of an overall comprehensive understanding Analyze a development plan to determine funding structure, diversification, and personnel responsibility Attribute strategic nature of development for nonprofits by citing relevant literature to discuss roles and structure of developmental function Structure and responsibilities of the development function within nonprofit organizations 8 Mission-driven resource developments and budgeting Categorize nonprofit mission by subsectors; list and define a range of budgeting methods Identify contributing factors in fraud in nonprofit operations, clarify budget request based on mission and capacity Critique the need for mission focus vs. need for prudent financial planning, defend a budget recommendation Components and procedures for various types of nonprofit budgeting List and define a range of budgeting methods Analyze appropriate processes for nonprofit budgeting and differences relevant to the sector Distinguish the purposes and functions of budgets in nonprofit organizations as planning, reporting, and accountability Transparency and accountability as critical values in nonprofit organization Fundamental principles and practice of nonprofit accounting and reporting Identify the concepts of transparency and accountability in the nonprofit context Interpret a set of standards from a case study or personal experience as accountable or transparent Apply concepts from a review of the accountability literature to knowledge of operations in the sector Recognize the concepts of nonprofit accounting; identify restricted, temporarily restricted and unrestricted contributions and net assets; classify the different accounting methods relevant to nonprofit operations (cash accrual, fund) Translate roles of compliance and monitoring in the grants economy; identifying contributing factors of fraud in nonprofit operations Identify contributing factors of fraud in nonprofit organizations, analyze financial statements to determine current financial position Develop strategy and plan based on given finances, apply knowledge based on generally accepted accounting principles, recommend appropriate adjustments and changes Analyze a set of fiscal policies and determine adherence to usual compliance standards Critique current compliance system for benefits and challenges Principle standards for effective monitoring , control and compliance 6. Foundations & Management of the Nonprofit Sector Highlights the history, contributions, and unique characteristics of the nonprofit sector and its management Learning Topic Historical development of nonprofit organizations; the significance of philanthropy in nonprofit organizations and civil society The size, impact, types, and organizational Basic Knowledge Identify historical, philosophical, economic, etc. roles and their significance Practicing Knowledge Explain the field of nonprofit studies Mastery Apply an organization’s historical growth, and lessons learned into the existing culture Describe the structure of nonprofit organizations from Compare and contrast the structure of American and international nonprofit Able to critically recommend the appropriate organizational design for an organization 9 design structure of nonprofit organizations from an American and international perspective Understand the importance of mission in nonprofit organizations and American and international perspectives organizations Define stereotypical characteristics of an effective mission statement Analyze the effectiveness of an organization’s mission and how it pertains to identify community needs Able to design a mission that support, clearly identifies an organization and their services, theorize the impact of the mission on community and stakeholders( Unique characteristics and management aspects associated with the nonprofit sector Identify the characteristics associated with the for-profit, nonprofit, and government/ public sectors Understand the value of using various management techniques Apply management skills as well as adapt a personal style, cognitive of one’s strengths and weaknesses 7. Program Development Highlights program design, implementation, and evaluation strategies applicable to all nonprofits Learning Topic Importance of needs assessment, asset identification, and other research findings that identify authentic community needs Mission-driven program design and outcomes Adequate allocations of resources (staffing, space, funding, etc…) Inclusive programming strategies (diversity awareness) Program Logistics Basic Knowledge Define needs assessment, asset identification, and other research findings that identify authentic community needs Explain the steps of aligning program outcomes with mission and community needs State the progress of identifying necessary resources for program diversity Practicing Knowledge Identify the needs of the community and contrast with preexisting assets Mastery Synthesize the authentic needs of the community, and identify the needs that the organization is capable of addressing Clearly establish the comparisons and contrasts with an organization’s mission Propose program outcomes that support the organization’s mission and goals Compare and contrast program needs with current resources Design a program model outlining the necessary resources that would be needed Define various reasons for inclusive programming Modify an existing program so that it is inclusive of various strategies Review various evaluation processes and able to justify recommendations List logical steps in planning and implementing a program Justify steps necessary to implement a specific program Plan, implement and evaluate a program 10 Program Evaluation Strategies Identify various evaluation strategies Apply evaluative methods a specific program Review evaluation options and justify recommendations Program Marketing plan Describe the process of creating a program marketing plan Construct marketing tactics to meet program outcomes Design a marketing plan 8. Volunteer and Human Resource Management Highlights the knowledge, skills and techniques for managing volunteers and paid staff Learning Topic Nonprofit human resource management Basic Knowledge Define key terminology associated with nonprofit human resource planning and management Describe selection devices used in staffing Practicing Knowledge Investigate organizational theories and recognize the need for application in nonprofit and voluntary organizations Mastery Compare and contrast current nonprofit human resources theory Apply legal guidelines which govern the practice Employment law and personnel policy in nonprofit operations Orientation, training, supervision, and evaluation of paid and volunteer workforce Compensation, incentives, and benefits Retrieve federal employment laws that pertain to protected classes Outline subject areas for recommended for a human resources standard operating procedures manual Differentiate between employment law and personnel policy; understand how laws are embedded into personnel policy Summarize existing theories and practices, acknowledge the role, value, and dynamics of volunteerism Evaluate the effectiveness of recruiting methods and the validity of the selection procedures, and appropriately implement them Determine employee and employer rights and obligations in a collective bargaining situation Summarize types of compensation, packages available for employees of the nonprofit sector Describe the goals of compensation administration and factors that affect wage structures Design competitive pay structures and performance-based incentive systems Organizational and programmatic performance management and evaluation Understand the connection between work efforts, mission, and the organizations program goals Explain the importance of validity and reliability in program evaluation Create, execute and evaluate performance management and evaluation programs in organizations Staffing: recruitment and hiring Institute a training project using the appropriate theories and facilitation skills 11 Organizational development Recognize the impact of HR professionals on operational processes Acknowledge the importance of work systems to manage personnel and volunteers Understand the influence in systematic and sustainable solutions to problems related to human capital and human resource needs and issues 9. Personal and Professional Development Highlights the nature of employment in the nonprofit sector, from researching career opportunities, applying and interview for a job and continuing professional development Learning Topic Nonprofit career opportunities and expectations Application, interview, and negotiation process Continuing professional development Networking and mentoring Basic Knowledge List nonprofit career opportunities within the sector as a whole, and within specific sub- sectors of personal interest Describe the steps of the placement process from application to negotiation List the types of professional development opportunities available Identify the types of personal connections within the nonprofit sector (networking contacts, prospects, colleagues, mentors, etc…) and the types of relationships possible with them Practicing Knowledge Summarize the knowledge and skill expectations, compensation practices, and employment opportunities within the nonprofit sector Mastery Analyze appropriate personal expectations for employment opportunities based on training, mission interest, size of organization, or position Analyze the component parts of each step in relation to the potential employer’s impression of you and your abilities Identify relevant professional development opportunities based on personal interests and skills Design an application plan inclusive of all dynamic parts of an open position, and advocate for the alignment of your candidacy Outline a personal professional development strategy Compare and contrast the investment required and the benefits derived from different types of personal connections within the nonprofit sector Synthesize a personal plan, incorporating networking, continuous management of personal and professional relationships, and mentoring strategies 10. Future of the Nonprofit Sector (OPTIONAL) Highlights the dynamic nature of the nonprofit sector, the importance of continuous improvement, emerging trends and innovations, and the critical role research plays in shaping best practices Learning Topic Research design implementation and analysis methodologies Recognize and responding appropriately to Basic Knowledge Describe the scientific concepts related to research, program design, and evaluation Can recognize and respond appropriately to external factors that Practicing Knowledge Select the appropriate research strategy to analyze an organizational issue Describe the impact of external factors on decision making in the sector Mastery Evaluate nonprofit services and programs to ensure responsiveness to community needs, cultural competency, and effectiveness Hypothesize a plan for organizational decision making which demonstrates consideration of 12 external factors that impact nonprofits impact nonprofit decision making Emerging trends in organizational structure and governance Emerging language and innovations that define and shape the future of the nonprofit sector, such as “community benefit organizations o “community impact vs. community service delivery”, etc… Role of advance technologies that enhance efficiency and effectiveness of nonprofit organizations The global nature of the nonprofit sector and structure of internal Nongovernmental Organizations (NGOs) Identify emerging trends in nonprofit structure and governance Understands emerging language and innovations that define and shape the future of the nonprofit sector, such as “community benefit organizations o “community impact vs. community service delivery”, etc… Analyze the impact of trends and their effect on organizational effectiveness Understands the role of advance technologies that enhance efficiency and effectiveness of nonprofit organizations Understands the global nature of the nonprofit sector and structure of internal Nongovernmental Organizations (NGOs Research technology currently in use by organization as well as technology available and make recommendations for additions or changes based on the organizations needs Demonstrates knowledge of global issues, processes, trends, and systems (that is, economic and political interdependency among nations, environmental cultural interaction, internal governmental and nongovernmental organizations) and response to external factors and maintains mission integrity Compare current terminology and practices within the nonprofit sector with those currently discussed in nonprofit literature Evaluate a current organizational structure to determine need and appropriateness of implementation of trends. Evaluate how emerging shifts in best practice impact efficiency and effectiveness in nonprofit organizations Synthesize an organizational process review strategy to identify when resources can be used more efficiently through the implementation of technology solutions Demonstrates knowledge about the role of culture in identity formation, social relationships, and the construction of knowledge systems when exercising management and leadership knowledge 13 Certification Tracking/Goal Planning Sheets The certification tracking sheets help you organize at a glance how you intend to meet each competency area and the date in which it is completed. This section should be completed with the Nonprofit Leadership Program Coordinator to initially identify goals for meeting each competency area, and signing off date completion. 1. Governance, Leadership & Advocacy Highlights the stewardship and advocacy roles, responsibilities, and leadership of the board of directors, staff and volunteers in the development of policies, procedures, and processes by which nonprofits operate and are held accountable. To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ 2. Communication, Marketing & Public Relations Highlights knowledge, attitudes and activities that nonprofit organizations use to understand, inform and influence various constituencies. To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ 3. Cultural Competency and Diversity Highlights the development of cultural competency preparation for professional practice in culturally diverse settings To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ 14 4. Legal and Ethical Decision Making Highlights basic laws, regulations, and professional standards that govern nonprofit sector operations, including a basic knowledge of risk and crisis management, ethics, and decision making To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ 5. Financial Resource Development and Management Highlights financial resource acquisition, budgeting, financial management, control and transparency in nonprofit organizations To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed: ____________ __________________________________________ Date completed:____________ 6. Foundations & Management of the Nonprofit Sector Highlights the history, contributions, and unique characteristics of the nonprofit sector and its management To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed: ____________ __________________________________________ Date completed:____________ 15 7. Program Development Highlights program design, implementation, and evaluation strategies applicable to all nonprofits To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ 8. Volunteer and Human Resource Management Highlights the knowledge, skills and techniques for managing volunteers and paid staff To meet this competency area, I intend to complete the following: __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ __________________________________________ Date completed:____________ 9. Personal and Professional Development Highlights the nature of employment in the nonprofit sector, from researching career opportunities, applying and interview for a job and continuing professional development To meet this competency area, I intend to complete the following: _________________________________________ Date completed:____________ _________________________________________ Date completed:____________ _________________________________________ Date completed:____________ 10. Future of the Nonprofit Sector (OPTIONAL) Highlights the dynamic nature of the nonprofit sector, the importance of continuous improvement, emerging trends and innovations, and the critical role research plays in shaping best practices To meet this competency area, I intend to complete the following: _________________________________________ Date completed:____________ _________________________________________ Date completed:____________ _________________________________________ Date completed:____________ 16 Exit Interview and Oral Presentation of Portfolio You will present your portfolio orally in an exit interview with the Nonprofit Leadership Program (NLP) coordinator to review your portfolio and evaluate attainment and comprehension of the expectations/ indicators of the identified competencies required for the Nonprofit Leadership Program Certificate or Minor. Once you have completed your oral presentation and exit interview you will complete the Nonprofit Leadership Alliance m (NLA) On-line Profile process. Please follow instructions to complete the on-line profile with NLA. After you have completed the on-line profile you will indicate it is ready for approval by NLP coordinator. The NLP coordinator will review and approve and submit for final approval. Internship Experience Students must complete a 300-hour internship at a nonprofit organization(s) that has been approved. Students work with their major department advisor as well as the Nonprofit Leadership Program Coordinator to determine an internship site and requirements for completing the internship. Name of Agency:______________________________________________________ Date(s):_______________________________________________________________ Number of hours completed:___________________________________________ Competencies:_________________________________________________________ _________________________________________________________ __________________________________________________________ Name of Agency:______________________________________________________ Date(s):_______________________________________________________________ Number of hours completed:___________________________________________ Competencies:_________________________________________________________ _________________________________________________________ __________________________________________________________ 17