https://bloomerang.co/resources/webinars/ Rachel Bearbower will break down the three things you’re probably over complicating to help you become a more productive Executive Director. And by doing less, you’ll have time to raise more!

1. ARE YOU READY TO BE A
EXECUTIVE
DIRECTOR IN 2021?
productive

2. TURN OFF ALL
DISTRACTIONS
@smallshopstrategies

3. Hi, I'm Rachel
Over 15 years of "experience" aka
being paid in the nonprofit sector.
And allll the different hats.
@smallshopstrategies

4. Hi, I'm Rachel.
I founded an organization from the
ground up and while I was the ED, I
grew it to be a thriving
organization.
@smallshopstrategies

5. Hi, I'm Rachel.
I was THAT frazzed, hot mess,
systemless, underfunded,
overwhelmed Executive Director
@smallshopstrategies

6. Hi, I'm Rachel
I founded Small Shop Strategies.
A place where small shops could
access a road map to success.
And maintain their sanity.
@smallshopstrategies

7. Frustrated
Overwhelmed
Disorganized
Um, systems?
Hot Mess
Right now . . .
@smallshopstrategies

8. Tell me if this sounds
familiar . . .
@smallshopstrategies

9. You’ve tried to get organized before.
You see some progress, but it just
doesn’t stick.
You fall back into the old habit of
tackling only what is in front of you.
You’re frazzled and overwhelmed.
@smallshopstrategies

10. YOU ARE NOT
ALONE
@smallshopstrategies

11. Frustrated
Overwhelmed
Disorganized
Um, systems?
Hot Mess
Confidence
Simplified +
Streamlined
Organized
Comfortable Mess ;)
From this to that!
@smallshopstrategies

12. Today, we're diving into:
Shift your mindset in a way that
allows you to plan for results
Set realistic goals so checking off
tasks everyday is easier
Create your action plan framework so
there is no guesswork in what you
need to do
@smallshopstrategies

13. Let's daydream
for a moment...

14. What if . . .
You started with the big picture and had
daily priorities and knew exactly where
you were in your action plan.
@smallshopstrategies

15. What if . . .
Stop having to recreate the wheel by
having the roadmap you need to set
goals you can accomplish and raise more
funds for your organization.
@smallshopstrategies

16. What if . . .
Ditch the constant overwhelm by having
systems in place that will keep you
focused on your to-do list without being
constantly distracted.
@smallshopstrategies

17. What if . . .
You feel good about walking away from
your computer at the end of the day and
not feeling stressed about work you
didn’t get accomplished.
@smallshopstrategies

18. There is no magic bullet.
@smallshopstrategies

19. If you keep acting the
same way, you're going
to get the same results...
But I can tell you this...
@smallshopstrategies

20. #1
YOU ARE OVERCOMPLICATING
THE IMPORTANCE OF
MINDSET

21. Oh brother...
She's going to go all
woo-woo on me.

24. SHIFT YOUR MINDSET
TO PLAN FOR GROWTH
STEP 1

25. Visualize what you want
Imagine the version of you who
has these things
Then act as that version of you
now
1.
2.
3.
How to do this:
@smallshopstrategies

26. What's my success routine?
How do you feel each day?
What tasks in your organization do you do?
What do you spend your free time doing?
Is what you're doing actually raising funds for
your organization?
1.
2.
3.
4.
5.
Ask yourself:
@smallshopstrategies

27. THE TIME IS NOW:
Start acting + making
decision as if you are
this person NOW
@smallshopstrategies

28. YOU 2.0 (21)

29. MINDSET SHIFT:
In order to become this
next level version, you
need to step up in your
organization
@smallshopstrategies

30. Is ORGANIZED
Has SYSTEMS
Has clear GOALS and is working
toward achieving them.
1.
2.
3.
✨Executive Director you:
@smallshopstrategies

31. Feeling like there is not
enough time in the day
Working "in" your org
and not "on" moving
your mission forward
Not hitting your goals
1.
2.
3.
Current you
@smallshopstrategies

32. Is organized
Knows what needs to be
done each day
Strategic + data driven
Works ON your org
Knows when it's time to
delegate
1.
2.
3.
4.
5.
✨ED you
Feeling like there is not
enough time in the day
Working "in" your org
and not "on" moving
your mission forward
Not hitting your goals
1.
2.
3.
Current you
@smallshopstrategies

33. LEVEL UP:
ORGANIZATION

34. Notebooks, post-its, scratch paper, Oh MY!
Mix of apps, planners, docs, etc.
Hard to keep track of, dropping the ball
Too much time + mental energy finding info +
reworking
Important to-dos are missed
1.
2.
3.
4.
5.
Organization (before)
@smallshopstrategies

35. Your organization is centralized + you know
exactly what you need to do!
✨Organization (after)
@smallshopstrategies

36. LEVEL UP:
SYSTEMS

37. Always trying to remember next steps of the
workflow
Not working effectively and missing key steps
Everything is being done last minute, in a
rush and not executed properly
Not enough help in your organization
1.
2.
3.
4.
Systems (before)
@smallshopstrategies

38. Template all workflows/processes
Never have to worry about missing a step
Plan projects ahead of time and really think
through them
Easy to follow systems that you can outsource
1.
2.
3.
4.
✨ Systems (after)
@smallshopstrategies

39. LEVEL UP:
GOALS

40. Often we don't take the time to write down
our goals + a detailed plan on how to get
there
Scattered / overwhelmed
No clear or data driven way to accomplish
your goals
1.
2.
3.
Goals (before)
@smallshopstrategies

41. Clear big picture goals
Refer back to them often
Come up with a detailed strategic action plan
to accomplish them
Know that every task you're doing is aligned
with these goals
1.
2.
3.
4.
✨ Goals (after)
@smallshopstrategies

42. WHAT YOU CAN DO TODAY
Identify: who is the next
level version of you
(that's going to solve all my problems)

43. #2
YOU ARE OVERCOMPLICATING
THE SUPER DUPER STRATEGIC
PLAN
(that's going to solve all your problems)

44. Oh brother...
She's going to make me
do a strategic plan.

45. LEVEL UP WITH A
STRATEGIC ACTION PLAN
STEP 2

46. Identify your annual milestones

47. Identify your annual milestones
Start with the big picture.
Before adding anything new,
focus on stabilizing your
current actions
1.
2.

48. Identify your annual milestones
Start with the big picture.
Before adding anything new,
focus on stabilizing your
current actions
1.
2.

50. Create goals in 90 day increments
Identify your annual milestones

51. Create goals in 90 day increments
Each quarter, prioritize moving
your mission forward clarity and
confidence.
Determine the tasks + subtasks
Break them down week by week
1.
2.
3.

53. Create goals in 90 day increments
Identify your annual milestones
Set goals not tasks

54. Set goals not tasks
Use your goals as your North
star, and be realistic about
changing course (ahem, 2020)
Create 1-3 goals per quarter
Stay focused on tasks that align
with your goal
1.
2.
3.

55. Set goals not tasks
Just 1-3 goals per quarter?
Ask yourself: By trying to do all the
things --- are you really moving the
needle in your organization

56. TASK:
Send out year-
end appeal letter
TASK vs. GOAL
@smallshopstrategies

57. TASK:
Send out year-
end appeal letter
GOAL:
Raise $10K
through direct
mail appeal at
year end
TASK vs. GOAL
@smallshopstrategies

58. WHAT YOU CAN DO TODAY
Write out your goals for the
next 90 days
(that's going to solve all my problems)

59. #3
YOU ARE OVERCOMPLICATING
THE IMPORTANCE OF HAVING
SYSTEMS

60. Oh brother...
She's going to say,
"what if you get hit by a
bus?"

61. COMMIT TO YOUR
SYSTEMS
STEP 3

62. So, what if you get hit by a bus?
....or go on maternity leave
....or a loved one needs full time care
....or you want to move on
???

63. Could your organization
continue to operate if
something happened to you
tomorrow?

64. How are we going
to do this?

65. Start small and build momentum

66. Start small and build momentum
Find one thing you can do today.
Once you've mastered it, add
something new!

67. Start small and build momentum
Prioritize work upfront for
long term benefit

68. Prioritize work upfront for
long term benefit
There's no magic wand.
You have to prioritize the work,
create action or nothing will
change.

69. Start small and build momentum
Prioritize work upfront for
long term benefit
Schedule the time + batch work

70. Schedule the time + batch work
Find time every week and
consistently work on tasks that will
move your mission forward.

71. WHAT YOU CAN DO TODAY
Brain dump the systems/
workflows + schedule time to
do the work

72. Shift your
mindset to
plan for
growth
RECAP
@smallshopstrategies
Level up with
a strategic
action plan
Commit to
your systems

73. Identify who is
the next level
version of you
HOMEWORK
@smallshopstrategies
Write down
your goals
Brain dump
your systems +
schedule time
to do the work

74. @smallshopstrategies
The time to start is now.

75. @smallshopstrategies
Your work is important.

76. @smallshopstrategies
Being a nonprofit is a tax status,
not a business plan.

77. @smallshopstrategies
Being overworked, overwhelmed
and system-less is not an effective
way to run your organization.

78. @smallshopstrategies
It is likely you are leaving thousands
of dollars on the table because you
don't have your systems in place.

79. @smallshopstrategies
Consistency takes practice.

80. @smallshopstrategies
Building systems take time.

81. @smallshopstrategies
If you improve yourself by just
1% every day, after a year,
you'll be 37 x better!

82. @smallshopstrategies
Having a community to support
you is critical.

83. @smallshopstrategies
I'm rooting for you!

84. Questions?

85. Get the worksheet:
smallshopstrategies.com/
bloomerang
Find me:
@smallshopstrategies
@rachel-bearbower