Nonprofit Strategic Planning Leveraging Sarbanes-Oxley Best Practices

by Jackson, Peggy M.

• ISBN13: 9780470120767
• ISBN10: 0470120762
• Edition: 1st
• Format: Hardcover
• Copyright: 2007-09-10
• Publisher: Wiley

Summary

Praise for Nonprofit Strategic Planning Leveraging Sarbanes-Oxley Best Practices "A robust nonprofit sector is a vital part of a civil society. Keeping the sector strong through effective strategic planning and implementation is a critical assignment. As a thought leader in the nonprofit sector, Dr. Jackson's book on the relationship of Sarbanes-Oxley best practices with strategic planning is an invaluable resource for nonprofit governing boards and employees. Her step-by-step, practical approach is easy to read and, more important, provides a specific road map to effective planning." -Larry Brewster, Dean, College of Professional Studies University of San Francisco "Dr. Jackson's practical and straightforward approach to creating a strategic plan is quite refreshing. I believe that more and more nonprofits understand that they need to be run just as any business needs to be run-with focus, clarity, and purpose. The ideas and methodology stress the importance of sound risk management and the rewards of having such a plan in place. I can assure you that the executive director of every nonprofit I represent will receive a copy of this book." -Joseph L. DeLucchi, Vice President CAL Insurance & Associates, Inc. Get Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices and * Examine if your nonprofit has the right people on board to achieve its strategic goals * Establish important control mechanisms * Learn how the legal and legislative environments have changed over the last five years * Discover the direction in which your nonprofit needs to go and why Required reading for anyone leading a nonprofit organization, Nonprofit Strategic Planning: Leveraging Sarbanes-Oxley Best Practices prepares your organization to engage in meaningful strategic planning and equips you with the practical tools to navigate it through today's competitive environment.

Author Biography

Peggy M. Jackson, DPA, CPCU, is anauthor, consultant, and nationally recognized lecturer in risk management, business continuity planning, and Sarbanes-Oxley compliance. She is a Principal with Adjunct LLC in San Francisco, California. Dr. Jackson has written or coauthored seven books on risk management, business continuity planning, andSarbanes-Oxley compliance for nonprofit and small business audiences. Dr. Jackson earned a doctorate in public administration (DPA) from Golden Gate University in San Francisco and holds the professional designation of Chartered Property and Casualty Underwriter (CPCU). She designed the Jackson Risk Management Model© as part of an award-winning doctoral dissertation on risk management techniques. She is a member of the Golden Gate Chapter of the CPCU Society.

Table of Contents

Acknowledgments

About the Author

Preface

Why Nonprofits Waste Time, Money, and Energy in Strategic Planning

Introduction

Why Do Nonprofits Waste Resources Trying to Write Strategic Plans?

What Does Engaging in Strategic Planning Actually Do for Your Nonprofit?

Strategic Planning Does Not Need to Take Forever!

Next Steps

Sarbanes-Oxley and the New Legislative Environment

Introduction

Sarbanes-Oxley Legislation-A Brief History

How has the Legislative Environment Changed For Nonprofits?

SOX Requirements for All Organizations-Even Nonprofits!

Next Steps

Introduction to SOX Compliance and Best Practices

Introduction

What are the SOX Requirements and Best Practices?

What are SOX Best Practices?

Benefits of SOX Implementation: Save Money and Improve Efficiency

Five Reasons Why SOX Compliance and Best Practices will Accelerate Your Nonprofit's Strategic Planning

Next Steps

Making SOX Requirements and Best Practices Work for Your Nonprofit

Introduction

The Two SOX Requirements

Fraud: The Primary Reason for Whistle-Blower Protection

SOX Best Practices

Making Best Practices Work for Your Nonprofit

Next Steps

SOX Best Practices and Your Authentic Organization

Introduction

Why Do Nonprofits have Difficulty Really Solving Organizational and Operational Problems? Why Do the Same Problems Keep Coming Back?

SOX and Problem Solving

Is Your Nonprofit Dysfunctional?

Next Steps

Strategic Planning: The Process

Introduction

The Process and the Strategic Planning Team

The Strategic Planning Process

SOX and Strategic Planning

Next Steps

Writing and Executing the Strategic Plan

Introduction

Common Pitfalls: Why Nonprofits Have Trouble Writing a Strategic Plan

The Role of the Strategic Planning Committee

Crafting Goals and Objectives

What Should the Strategic Plan Look Like?

How Long Should It Take?

Outcomes of the Strategic Plan

How To Execute an Effective Strategic Plan

Sample Strategic Plan for the Marywood Thrift Shop & Consignment Boutique

Next Steps

Leveraging Your Nonprofit's SOX Compliance and Strategic Plan

Introduction

Lessons Learned from the Private Sector: Businesses and SOX

How and Why Should the Plan Be Communicated to Important Stakeholders?

SOX Saves Time and Money

SOX Best Practices and Strategic Planning Bonus Benefit: Risk Management and Business Continuity Plans

Connecting the Dots: Strategic Planning, SOX Best Practices, and Risk Management

Connecting the Dots: Strategic Planning, SOX Best Practices, and Business Continuity Planning

Marywood's Risk Management and Business Continuity Plans

Next Steps

SOX and Strate

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