2015 Management Resources

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You can't lead if you cannot manage. Although it is not Necessarily done by the same person, both functions need to be fulfilled by an organization. Management includes: budgeting, planning, organizing, staffing, controlling and problem solving (J. P. Kotter, 1990).

Finance

Planning and predicting

  • Budget
    • Overall organizational budget
      • Income
      • Expenses
        • Direct costs
        • Indirect costs
      • In-kind contributions
    • Program or department budgets may be needed
    • Cash-flow projection/statement (e.g. monthly projection)

Controlling

  • Accounting

Reviewing

  • The Financial Statement
    • The statement of financial position - The balance sheet
    • The statement of activities

Budget

Cash Flow

Is about when you shall receive money.

Accounting

The Financial Statement

  • Who:
    • The board or the board's financial committee should understand and ask questions about it. BoardSource and other nonprofits might help you with that.
    • Prepared by your accountant or bookkeeper or you.
    • May be audited if necessary by law. In which case your board need to form an audit committee which the boar president, treasurer or paid staff may not serve in. The audit committee finds the audit firm and follows through the audit, recommendations, and investigate needed changes.
  • Why:
  • How:

The statement of financial position - The balance sheet

Assets-Liabilities=Equity

The statement of activities

Revenues-Expenses=Income

Templates

  • Knowledge card, and deck

Organizational Learning, Team Review Meetings

Deductive improvement

  • Leadership: e.g. using the Leader-Leader model*
    • Control - How are/can we divesting control while keeping responsibility?
    • Competence - How is/can our technical competence improve? How can we be constantly learning?
    • Clarity -
  • The standard project management three core pillars of a project
    • Cost - How can we improve
    • Time - How can we improve
    • Scope - Quality and functions. How can we improve
    • An alternative to Scope is to use benefit impact or user-value
  • Sustainability - How can we improve
  • Mindfulness - How can we give space to being and incorporate presence on a manifest level
  • Risk

The leader-leader model comes from Captain Marquet's book 'Turn the ship around!'. There are other leader-leader/empowerment models out there. This is just an example.


Inductive improvement

  • It's inductive which implies that your team has to figure this one themselves.

Managing your team, node and project

Software Development Projects

  • Processes
  • Project management

Project Management - Meeting agendas for group activities

These are just examples for what you can do as group activities

Initiation process

  1. Get an idea, inspiration, or project order
    1. Discuss with potential partners who want to help.
  2. Make an initial project charter with core team (even if it is only e.g. 2 people)
    1. Write down your primary understanding of the wanted Impact of the project (when applicable)
    2. Write down the current understanding of a suitable project Goal
  3. Invite people to the team
    1. Project Objectives
  4. Take the charter and fill out a preliminary scope or objectives
    1. Maybe make an milestone breakdown, and goal breakdown, structure as well
  5. Make the wbs together

Planning process

Software and Online Tools

  • Tuleap is a relatively open source project management software for any methodology. It is to be installed on a physical or virtually dedicated server.
  • ProjectLibre
  • Project-open is a huge project with multiple packages embedded in one. It's not only for project management, but can be used for finance, such as provide income statement, budget reports. It can also be used as a CRM, or keeping track of enterprise processes etc. It is using a combination of open source and not open source packages at the moment. Here is a short slide presentation.
  • Redmine is free open-source online project management. It does not support WBS, Network structure planning and estimating, and other basic traditional project management tools. With add-ons such as Agile it does support agile methodologies.
  • Odoo have a community version of their enterpricemanagement system. Project management, accounting, crm, purchasing, etc.
  • Freedcamp Freedcamp. nt open source butfree up to 200 mb.

Integrate Management With your existing Webpage

Managing your community and hub

Managing your personal-development and time-allocation

Values:


Organizational Management, An Updated Traditional Approach

We divide our management resources for organizations into twelve categories, and try to cover three stages of developed perception of these areas as adopted from Scharmer's book about Theory U.

  1. Strategy
  2. R&D
  3. Finance
  4. HR
  5. Accounting
  6. Marketing
  7. Manufacturing
  8. Quality
  9. Knowledge
  10. Communication
  11. Change
  12. Leadership

Finance

Three development stages can be mentioned:

  1. Financial Capital
    1. The Balance Sheet
    2. Cash Flow
    3. Income Statement
    4. Finance Ratios
    5. ROI Model
    6. ROI
  2. Tripple Bottom Line

Change

Tools: The Dice Framework.