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6  Tips  for  Retaining  
Nonprofit  Talent  
12/4/14  
1pm  Eastern  
The  presentation  will  begin  shortly.
Before  We  Get  Started
3
This  presentation  is  being  recorded!  
The  recording  and  slides  will  be  emailed  to  you    
later  this  afternoon.  
Please  chat  in  any  questions  for  our  guest.    
We  will  answer  them  in  the  formal  Q&A  session    
at  the  end  of  the  presentation.
3
Who are We?
Ritu Sharma
Co-Founder & E.D.
ritu@sm4np.org
@ritusharma1
SM4NP.org
Jacqueline Breslin
Director, Human Capital Svcs.
jacqueline.breslin@trinet.com
@TriNet
TriNet.com
Today’s Goals:
•  Keeping People Engaged
•  Managing Liability
•  Staying Focused on Mission
•  Tips & Tools
Finding Talent is
Hard Enough
Now That You’ve Found Them…
How do you Keep Them?
Tip1: Pay According to
Market Value
Tip1: Pay According to
Market Value
•  Critical to Engaging Employees
•  Offering Training Isn’t Enough
•  Assess Where you Are
•  Develop a Plan to Bridge Gaps
Tip 2: Craft a Great
Benefits Package
Tip 2: Craft a Great
Benefits Package
•  Leverage Salary Surveys
•  Going Beyond Salary:
•  Paid Time Off (PTO)
•  Retirement Plans
•  Health Care, Dental, Vision
•  Regular Reviews & Raises
Tip 3: Build a Great Culture
Tip 3: Build a
Great Culture
•  Connect the Work to the Mission
•  Invite Input
•  Open Door Policy
•  Public Forums of Recognition
•  Embrace a Transparent Team
•  Support Professional Development
•  Promote Work/Life Balance
Tip 4: Maximize
Performance Reviews
Tip 4: Maximize
Performance Reviews
•  1-2 Reviews per Year
•  Pre-Set, Clear Goals
Help Objectivity
•  Build, Break, Build
•  Titles Make People Happy
•  Ensure Appropriate Salaries
Tip 5: CYA
Ensure Compliance
Tip 5: CYA
Ensure Compliance
•  Risk Management Can’t be Ignored!
•  Payroll Services Simplify
•  Unemployment
•  Disability
Tip 6: Invest In Your
Employees
Tip 6: Invest in your
Employees
•  Invest in Your Manager’s Leadership
Skills including Communication Skills
•  Find Mentors for Your Managers and
Individual Contribution
•  Formalize a Tuition Reimbursement
Policy
Tip 6: Invest in Your
Employees
•  Conduct Stay Interviews With Key
Employees
•  Conduct Exit Interviews
•  Create Individual Development Plans
•  Provide HR 101 Training to Employees
Next Steps
1.  Survey Your Employees
•  Work with an experienced HR or
survey company who specializes
in surveying employees
•  Account for company culture,
communication style and industry
2.  Analyze Results
•  Compare survey results to norms
•  Look for areas of weakness
	
  
Next Steps, Cont.
3. Communicate
•  Communicate the results of the survey
•  Work with an HR professional for appropriate messaging
4. Develop a Plan
•  Attack the areas and issues that need attention
•  Promote what’s working and your company’s strengths
5. Measure
•  Conduct a future survey to compare the results from one
survey to the next
	
  
Wrap Up
•  Pay Fairly
•  Craft a Great Benefits Package
•  Build a Great Culture
•  Maximize Performance Reviews
•  Ensure Risk Management Compliance
•  Invest in your Employees
•  Leverage Tips & Tools to Stay Focused
Questions?
Jacqueline Breslin
Director, Human Capital Svcs.
TriNet
jacqueline.breslin@trinet.com
@TriNet
Ritu Sharma
Co-Founder & E.D.
Social Media for Nonprofits
ritu@sm4np.org
@RituSharma1
Thank You!
Tips & Tools
Resource List
•  Nonprofit Employment Survey:
www.nonprofithr.com
•  Staffing:
•  www.cgcareers.org
•  www.nonprofitstaffing.com
•  www.leadershipsearch.com
Resource List
•  Compensation Surveys:
•  Guidestar Nonprofit Compensation
Report
•  www.IdealistCareers.org List
•  Nonprofit State Associations
•  Charity Navigator 2013 CEO
Compensation Survey
•  ACA:www.councilofnonprofits.org
www.trinet.com/affordablecareact
Resource List
•  Risk Management/Focus:
•  www.TriNet.com
•  www.insurancefornonprofits.org
•  www.BlueAvocado.org
•  www.Philanthropy.com
Free  educational  resources  »
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6 Top Tips For Retaining Nonprofit Talent

  • 1. 6  Tips  for  Retaining   Nonprofit  Talent   12/4/14   1pm  Eastern   The  presentation  will  begin  shortly.
  • 2. Before  We  Get  Started 3 This  presentation  is  being  recorded!   The  recording  and  slides  will  be  emailed  to  you     later  this  afternoon.   Please  chat  in  any  questions  for  our  guest.     We  will  answer  them  in  the  formal  Q&A  session     at  the  end  of  the  presentation.
  • 3. 3
  • 4. Who are We? Ritu Sharma Co-Founder & E.D. ritu@sm4np.org @ritusharma1 SM4NP.org Jacqueline Breslin Director, Human Capital Svcs. jacqueline.breslin@trinet.com @TriNet TriNet.com
  • 5. Today’s Goals: •  Keeping People Engaged •  Managing Liability •  Staying Focused on Mission •  Tips & Tools Finding Talent is Hard Enough
  • 6. Now That You’ve Found Them…
  • 7. How do you Keep Them?
  • 8. Tip1: Pay According to Market Value
  • 9. Tip1: Pay According to Market Value •  Critical to Engaging Employees •  Offering Training Isn’t Enough •  Assess Where you Are •  Develop a Plan to Bridge Gaps
  • 10. Tip 2: Craft a Great Benefits Package
  • 11. Tip 2: Craft a Great Benefits Package •  Leverage Salary Surveys •  Going Beyond Salary: •  Paid Time Off (PTO) •  Retirement Plans •  Health Care, Dental, Vision •  Regular Reviews & Raises
  • 12. Tip 3: Build a Great Culture
  • 13. Tip 3: Build a Great Culture •  Connect the Work to the Mission •  Invite Input •  Open Door Policy •  Public Forums of Recognition •  Embrace a Transparent Team •  Support Professional Development •  Promote Work/Life Balance
  • 15. Tip 4: Maximize Performance Reviews •  1-2 Reviews per Year •  Pre-Set, Clear Goals Help Objectivity •  Build, Break, Build •  Titles Make People Happy •  Ensure Appropriate Salaries
  • 16. Tip 5: CYA Ensure Compliance
  • 17. Tip 5: CYA Ensure Compliance •  Risk Management Can’t be Ignored! •  Payroll Services Simplify •  Unemployment •  Disability
  • 18. Tip 6: Invest In Your Employees
  • 19. Tip 6: Invest in your Employees •  Invest in Your Manager’s Leadership Skills including Communication Skills •  Find Mentors for Your Managers and Individual Contribution •  Formalize a Tuition Reimbursement Policy
  • 20. Tip 6: Invest in Your Employees •  Conduct Stay Interviews With Key Employees •  Conduct Exit Interviews •  Create Individual Development Plans •  Provide HR 101 Training to Employees
  • 21. Next Steps 1.  Survey Your Employees •  Work with an experienced HR or survey company who specializes in surveying employees •  Account for company culture, communication style and industry 2.  Analyze Results •  Compare survey results to norms •  Look for areas of weakness  
  • 22. Next Steps, Cont. 3. Communicate •  Communicate the results of the survey •  Work with an HR professional for appropriate messaging 4. Develop a Plan •  Attack the areas and issues that need attention •  Promote what’s working and your company’s strengths 5. Measure •  Conduct a future survey to compare the results from one survey to the next  
  • 23. Wrap Up •  Pay Fairly •  Craft a Great Benefits Package •  Build a Great Culture •  Maximize Performance Reviews •  Ensure Risk Management Compliance •  Invest in your Employees •  Leverage Tips & Tools to Stay Focused
  • 25. Jacqueline Breslin Director, Human Capital Svcs. TriNet jacqueline.breslin@trinet.com @TriNet Ritu Sharma Co-Founder & E.D. Social Media for Nonprofits ritu@sm4np.org @RituSharma1 Thank You!
  • 27. Resource List •  Nonprofit Employment Survey: www.nonprofithr.com •  Staffing: •  www.cgcareers.org •  www.nonprofitstaffing.com •  www.leadershipsearch.com
  • 28. Resource List •  Compensation Surveys: •  Guidestar Nonprofit Compensation Report •  www.IdealistCareers.org List •  Nonprofit State Associations •  Charity Navigator 2013 CEO Compensation Survey •  ACA:www.councilofnonprofits.org www.trinet.com/affordablecareact
  • 29. Resource List •  Risk Management/Focus: •  www.TriNet.com •  www.insurancefornonprofits.org •  www.BlueAvocado.org •  www.Philanthropy.com
  • 30. Free  educational  resources  » https://bloomerang.co/resources •Daily  blog  post   •Weekly  webinar   •Downloadables   •Nonprofit  Wrap-­‐Up   •Bloomerang  TV
  • 31. (Free!)  December  webinars:   Keep  and  Inspire  Your  Donors  With  Stories   Vanessa  Chase   12/11  -­‐  1pm  Eastern   Finding  Your  Middle  Class  Millionaires   Harold  Pinkham
 12/18  -­‐  1pm  Eastern https://bloomerang.co/resources/webinars