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Practical Project Management for Agile Nonprofits


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Table of Contents

List of Figures Acknowledgements Introduction by Pamela Puleo, Executive Director, Concord Hospital Trust Part 1: Why Now? 1. Global Economic Impacts on Your Nonprofit 2. The Changing Nature of Volunteerism 3. Your Nonprofit in a Shrinking World Part 2: Practical Project Management for Agile Nonprofits 4. Nonprofit Projects 5. Project Management Practices 6. Planning, Executing, Planning Some More 7. Becoming an Agile Nonprofit 8. The Superior Project Manager 9. Using Technology in Your Nonprofit Projects Part 3: Volunteer Engagement in Project-based Nonprofits 10. Managing Volunteers 11. Recruiting and Retaining Reliable Volunteers 12. Five Rules of Effective Volunteer Engagement Part 4: Governance in Project-based Nonprofits 13. Project Management Office Functions 14. Leveraging Your Project Portfolio 15. The Role of Your Board and Other Project Sponsors Going Forward References Index About the Author

About the Author

Karen R.J. White, PMP, PMI Fellow, is the founder of Applied Agility, an organization focused on helping nonprofits achieve success with their strategic objectives. She has managed numerous projects for small and large nonprofits, ranging in diversity from the Girl Scouts to healthcare centers to international museums to universities. Karen was formerly a senior consultant and director with PM Solutions, where she assisted many Fortune 500 firms in implementing project management best practices. She has served as a board director for the Project Management Institute as well as Chair of the PMI Educational Foundation. In 2009 she was named a PMI Fellow. Karen is recognized internationally for her leadership in the profession and as a thought leader in the practice of agile project management. She is the author of Agile Project Management: A Mandate for the 21st Century (PM Solutions, 2009) and contributed to The AMA Handbook of Project Management (AMACOM, 2010) and Project Management Maturity Model (Auerbach Publications, 2006). Karen holds an M.S. in Information Systems from Northeastern University. Karen lives in Weare, NH. Pamela Puleo, FAHP, CFRE, is vice president for community affairs at Concord Hospital in New Hampshire and oversees a division that includes Volunteer Services, Hospitality Services, Public Affairs, Marketing, the gift shop, and the cancer boutique. She also serves as a member of the hospital's senior management team. Since 2007 she has also served as the executive director for the Concord Hospital Trust, which serves as the hospital's philanthropic arm.


[Karen White] provides a useful overview of project-management practices, volunteer management, and nonprofit governance, and proposes best practices for navigating through the life of a project ... She covers a lot of ground, but breaks the book up into digestible pieces and delivers complex information in clear and concise language that is easily accessible to a novice ... White also does an excellent job of describing the importance of volunteers and how to manage and recognize them effectively, information that many organizations will find beneficial. - THE FOUNDATION REVIEW (Meghan Murphy) Karen White knows the world of nonprofits. That knowledge combined with her expertise in project management comes together in this book, where she provides practical advice that anyone in a nonprofit will find valuable. Whether you're an executive, a development officer, or a volunteer, this book is a must read to ensure the successful planning of your next project. - BETHANY V. SULLIVAN, former Community Executive, American Cancer Society, Florida and New England Divisions In reading this wonderful resource I thought about all the time, energy, and headaches this book could have saved us over the years. The author applies project management basics to nonprofits in a practical and useful manner. This is a must read for anyone managing volunteers, events, or other projects, be they board members, internal staff, or key volunteers. - KERSTIN L. KLEBBE, Grants Administrator & Public Engagement Manager, regional nonprofit organization This book gave me as a board member the ability to bring new and practical insights to our development activities. It helped put clarity and direction around our fundraising activities. I would recommend this highly to any nonprofit board member. - LORI GIPP, Board Member, Next Step Service Dogs A poignant guide for nonprofits in this ever changing global economy. The author provides many useful and unique tips to best maximize limited resources and achieve maximum results. - KATELYND MAHONEY, Assistant Development Director, national nonprofit organization [The book is] well laid out, it makes logical sense and doesn't jump around and it is very, very practical. There is no pretense at living in a perfect world where all volunteers immediately answer their phone and dedicate their time to the most mundane of project tasks. The heavy dose of realism ensures that this will be a very useful desk reference for people who've been asked to get things done with no money and practically no permanent staff. Even if you don't work in a nonprofit, if that description fits you, you'll probably find something in here that you can use yourself. - ELIZABETH HARRIN, A Girl's Guide to Project Management

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