Red string attached to nails, connecting them all together into a web

Center for Healthy Nonprofits Launches TeamUp

The Center for Healthy Nonprofits, an initiative of the Community Foundation for Southern Arizona, is launching a new program, TeamUp on February 26, 2021.

To apply, click here.

The Center is in the process of building a consulting network that will amplify their efforts to support and build capacity in the Southern Arizona nonprofit community. The new program, TeamUp, envisions a streamlined way to team up nonprofits with the rich resources of the consulting professionals who serve nonprofit organizations in Southern Arizona. Approved projects will receive up to 20 hours of consulting/coaching that is fully underwritten.

This program was the brainchild of the Connie Hillman Family Foundation, a leading philanthropic organization in our community which has an exemplary track record of investing in nonprofits, large and small, to help build their organizations and fulfill their missions.  In operating the Foundation, Larry Adamson observed a widespread need to knock down the biggest barrier for those nonprofits who need help from consultants and coaches but lack the organizational resources to pay for that assistance.

Larry shared, “We’ve noted many wonderful nonprofits in the community doing admirable work who need the kind of boost that working with a consultant can provide. As a core supporter of other programs offered by the Community Foundation for Southern Arizona and their Center for Healthy Nonprofits, we decided to team up with the community foundation by awarding a grant to respond to this need. We’re hopeful that the consulting community will embrace this and that nonprofits will utilize this opportunity to complete important, short-term projects that they want to initiate.”

Application Process

The Center has developed an online application utilizing special software that is tailored to this project and will simplify the process of matching the help an organization needs with a consultant’s know-how. If your organization has an idea of a project they’d like to start, the process is straightforward.  The application site will be live as of February 26th.

There is no deadline for submitting a request.  The Center has chosen not to establish the typical deadline you’ve come to expect when you apply for a grant; it is an open-ended invitation to fit your timeline, not ours. While funds are limited, the Center expects to be able to match about 75 projects to consultants in 2021 and 2022.

Please click here to complete an online intake form. 

Applicants will receive a follow up email confirming that the Center has received your request; the Center will review your submission and expect to process the requests in the order received, starting with the first batch of ten.

Subsequently, the Center will conduct a one-hour diagnosis interview, with the person from your organization who submitted the project inquiry, to make sure the project is the right project/right scope to start with, and to clarify that the project will be limited to 20 hours of consulting assistance.  Then, the software will identify and match the proposed project with potential consultants. The Center will review those and then discuss the matches with your organization’s contact person so you will have a voice in determining who you will work with.

Questions

Please review the below TeamUp FAQ that may answer your immediate questions. For further questions, contact Paula Van Ness, Director of the Center for Healthy Nonprofits, at pvanness@cfsaz.org.

TeamUp Fact Sheet

What organizations are eligible to participate in TeamUp?

Nonprofits with 501(c)(3) status in Southern Arizona based in communities south of the Gila River. We welcome applicants from Cochise, Graham, Greenlee, Pima, Pinal, Santa Cruz, and Yuma counties.

How many consulting projects will be underwritten by this project?

We expect to be able to connect about 75 projects with consultants in the next 1-2 years.

How much will the consultants be paid?

All the consultants who join our consulting network will agree to a standard fee of $100/hour.

Do the nonprofits have to pay any of the costs?

Up to 20 hours of consulting/coaching will be fully underwritten; if an organization wishes to continue the engagement of the consultant, additional fees will be assumed by the nonprofit.

How is TeamUp different from Catchafire?

CFSA has granted one-year licenses to nonprofits upon request to access Catchafire’s online nationwide network of pro bono consultants to assist with a wide variety of hands-on projects.  Local nonprofits have found that their engagements with these virtual volunteers have resulted in high-quality, productive professional services.

We anticipate that there may be a beneficial flow between using Catchafire volunteers for projects before or after working with TeamUp partner consultants/coaches. The TeamUp consulting network is made up of consultants based in Arizona whose work regularly focuses on Southern Arizona nonprofits. There may be opportunities to meet in-person with TeamUp consultants, but like Catchafire, matching expertise with needs will be done online and much, if not all, of the interaction between the nonprofit and the chosen consultant will take place virtually.

What kinds of consulting/coaching projects will be undertaken?

Projects will be short-term, limited to 20 hours of consultation. The timeline will be agreed upon between the nonprofit and consultant; TeamUp is not setting any expectations for how quickly or slowly the work should be done. The types of projects we anticipate will include, but not be limited to the following:

  1. Information and Referral—Provide sample documents, resources in the community for do-it-yourself projects, IRS requirements, potential fiscal sponsors.
  2. Review and Comment—Upon request, consultant reviews and provides comments on governance documents such as bylaw revisions, committee charters, job descriptions for board members and volunteer leaders, personnel policies/employee handbooks, DEI statements, and code of conduct.
  3. Assessment and Action Steps—Consultant does an assessment to evaluate development plan and materials, marketing plan materials/website, DEI-related policies, procedures, and practices, etc. Consultant provides feedback and recommendations for the organization to consider/implement.
  4. Leadership Basics—Consultant may work with board/staff to do self-assessment followed by interactive work that may include board or staff retreats, plans to diversify the board, and develop a succession plan.
  5. Coaching—Consultant provides guidance to CEO/ED, Board Chair and board leadership, focusing on newly appointed and those in transition.
  6. Transformational Projects—Consultant engages with leaders desiring capacity building to help their organizations advance to the next phase of growth; providing counsel to organizations interested in organizational restructuring; and guiding organizations in need of a vision/mission.
What kinds of projects will NOT be undertaken?

Some longer term, complex projects or unique challenges may be better suited to Catchafire or a direct contractual relationship with a consultant, such as the following:

  1. Filling what would otherwise be a staff job, such as interim executive director or manager
  2. Conducting an Executive search
  3. Managing Capital campaigns/endowment campaigns
  4. Executing fundraising events
  5. Designing/building websites; implementing information technology projects
  6. Designing graphics/layout for marketing materials (logos, brochures, annual reports, letterhead)
  7. Writing grant proposals
Can a nonprofit apply for more than one project?

We want to help as many nonprofits as possible, so at least to start, we will limit organizations to one project.  Because this is a new endeavor and we are not sure what the response will be, please know that we’ll revisit that restriction in the future, particularly if we have more funding available than project requests.

We recommend that nonprofit leaders identify the potential project that they feel is most important at the time they complete the intake form.  Since some potential projects may have multiple dimensions and phases, the diagnosis phone call with the Center’s Director before the matching process will help determine the appropriate starting place where a consultant can be particularly helpful.  Another consideration will be to assess which project will provide a strong foundation for continuing work by the nonprofit. And, if Catchafire is a better solution, we will discuss that option.

Will the participating nonprofits and projects be kept confidential?

The Center will maintain a list of nonprofit organizations that participate in the program which will be reported to the investors in the program.  However, in reporting to funders, including the board members and committees of the Community Foundation which provide oversight, the projects will be described in a summary fashion by NTEE codes, budget size, geography, and other characteristics that will tell if we are achieving our goals of diversity and inclusion.

We are hyper-conscious of the reticence of nonprofits to reveal areas of weakness because their fear that knowledge might disqualify them from future grants.  We want to assure you that the Center programs and its director are not involved in grant-making decisions and we will not be required to reveal confidential information about your organization to our funding sources.  Of course, the consultants have a professional code of conduct which means that they respect and honor confidential information they learn through their engagements.

What kind of reports will be required?

At the completion of the project both the consultant and nonprofit will submit their own concise online reports on the project, its successes, their level of satisfaction and identifying what they believe the next steps should be.