Simone P. Joyaux, ACFRE, Rhode Island USA • spjoyaux@aol.com
Teaching and training within the not-for-profit / nongovernmental sector
Simone P. Joyaux, ACFRE is an internationally recognized teacher, presenter, consultant, and author. Speaking engagements have included the United States, Australia, Canada, and Mexico. Workshops and seminars: Some workshops are directed at general audiences, others are targeted at the less experienced organizations and individuals. Joyaux also develops workshops for advanced executives. Workshops are personalized to the target audience. In addition to the sessions described here, Joyaux designs specific programs at the request of specific groups. Typical session length: 1.5 hours; 2 hours; 3 hours. All-day sessions are also available. Small group activities are included in longer sessions. Resource materials: Joyaux is well known for the quality and quantity of resource materials provided to those attending her workshops and seminars. Keynote addresses: Recognized as a dynamic and motivating speaker, Joyaux is often invited to serve as the keynote presenter at conferences. Many of the workshops described here can be modified to serve as keynote addresses. General topic areas: Fund development, organizational development, board development, relationship building, strategic planning, social justice, and women in philanthropy. Fees are negotiable and depend upon the following: length of session, preparation time required, and distance to travel. Expense reimbursement is expected for travel, lodging and per diem. Joyaux provides camera-ready handouts to sponsor for photocopying. In addition to these training opportunities, Joyaux has developed curricula for various organizations: Bryant College Nonprofit Management Certificate Program, Association of Fundraising Professionals Survey Course), Alliance for Children and Families, St. Mary’s University Masters Program in Philanthropy and Fund Development, and governance and fund development curricula for various community foundations.
Joyaux background
Simone P. Joyaux, ACFRE, is the recipient of the 2003 Rhode Island Outstanding Philanthropic Citizen and the 1987 Rhode Island Fundraising Executive of the Year awards. As an ACFRE (Advanced Certified Fundraising Executive), Simone is one of a few hundred professionals worldwide who has received advanced credentialing in fundraising. Simone is recognized internationally as a speaker and teacher, author and consultant. Her book Strategic Fund Development: Building Profitable Relationships That Last has received rave reviews by not-for-profit executives. Joyaux is a faculty member of the Masters Program in Philanthropy and Fund Development at St. Mary’s University, Winona, Minnesota USA.
As a consultant, Joyaux provides consulting services in fund development, board development and corporate restructuring, organizational development, and strategic planning. She works with all types of organizations including libraries, arts and cultural groups, environmental and healthcare organizations, education and human service groups, foundations, and government agencies. Joyaux works with all sizes of organizations including – from small grassroots groups to major institutions, and everything in between.
Sample workshops designed and developed by Joyaux
1. Ensuring Your Organization is Relevant Through Strategic Planning
Session description: Keep in mind: The community decides if your organization is relevant. Strategic planning is the process to determine your relevance. Good planning produces more than a road map. Good planning gets everyone on the same wavelength and stimulates change. Audience: Executive Directors/CEOs. Development Officers. Other management staff. Volunteers. Experienced professionals, not entry level. Timeframe: Multiple versions – 75 minutes, 2 hours, 3 hours
2. Appraising the Performance of Your Chief Executive
Session description: Your governing board is accountable for your organization’s health and quality. How does the board assure this health and quality? By hiring the right executive director, among other things! Hiring (and supporting and appraising, and if necessary firing) the chief executive of the corporation is a critical governing responsibility. Unfortunately, too many boards don’t do it well. This workshop reviews the process, roles, evaluation criteria, and provides sample tools. ( Timeframe: 1.5 – 2 hour versions
3. Recruiting the Best Board Members for Your Organization
Session description: Recruiting the best board members requires attention, time and lots of work. It’s not about identifying people of influence and then asking them to sign on. Instead, you have to identify the necessary skills; think about the optimum behaviors; focus on networks; consider diversity; and articulate performance expectations. Then you conduct a screening interview and decide whether or not this is the best candidate for you. This workshop is useful for executive directors and anyone else who wants to contribute to the recruitment process. Audience: Executive Directors, Development Officers, other members of the management team, volunteers. Timeframe: Multiple versions available – keynote and various workshop length versions
4. Developing the Capacity of Your Board to do Governance
Session description: It is said by some that “effective governance by a board is a rare and unnatural act.” Whether it’s Enron or World Com or your own board – the respect for and execution of legal and moral accountability often leaves much to be desired. This workshop discusses the basic
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principles of governance, articulates the role and functions of the board, and presents strategies to enhance the operations of your board. Audience: General audiences. Some experience required. Timeframe: Multiple versions available – 1/2 day and all day versions. This training program is a “short version” of my Masters Course at St. Mary’s University, and a 15-hour training program developed for the Community Foundation of Greater New Haven, Connecticut and the Human Service Forum of Western Massachusetts.
5. Improving Your Board Through Evaluation
Session description: An effective board is at the heart of any successful not-for-profit agency. But do you have the guts to do board evaluation? Can you imagine evaluating the board against a set of standards? Can you imagine appraising the performance of the individual board member? This workshop proposes a set of standards for governance – the work of the board – along with a tool for self-assessment. Also on the agenda: strategies to appraise the performance of the individual board member. Audience: Executive Directors, Development Officers, other members of the management team, volunteers. All levels but typically resonates most with those who have access to he board and who have credibility with the CEO. Timeframe: Multiple versions available – keynote and workshop versions
6. Involving Your Board (and Board Members) in Fund Development
Session description: Sometimes it’s a struggle to get the board to do its fund development job. And it can be even harder to get individual board members to participate. Even if they understand their roles, they don’t want to do it. This workshop offers specific strategies to help engage your board and its members – including the rather curious “complain and whine session”! Audience: Executive Directors and Development Officers. General audiences. Timeframe: Multiple versions available – keynote address, 75 minute and 1 – 3 hour versions available
7. For advanced executives only: tough talk about you and your board
Session description: How many effective boards do you know? Let’s step back a minute. How do you define effective? What are your standards? How effective are you at enabling the board to be what it should be? This workshop offers senior executives the opportunity to talk about what true governance is, the act of a collective, without dominance by a board chair. We will discuss rogue board chairs and the use of limitation policies. We will explore Joyaux’ concept of a due diligence plan to enhance board performance, coupled with the elimination of executive committees. We will focus on the importance of the board meeting as the only time that governance happens. And the bottom line? If a board is less-than-effective, the problem starts with the staff and its ability to enable. Audience: Advanced executives only. Must have experience working with a board and access to the board. Timeframe: Multiple versions available – 3-hour, 1/2 day and all day
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8. Choosing Your Road: Organizational Development Specialist or Just Another Fundraising Technician
Session description: There are fundraisers and organizational development specialists – the latter classified as change agents serving the entire organization and looking beyond the immediate need for funds. Guaranteed. Every organization needs its own in-house organizational development specialists to survive and flourish – and the development officer should be one of these specialists. You choose whether or not you want to be more than a great fundraising technician. P.S. Probably more than 75% of “fundraising problems” are not fundraising problems at all. This presentation challenges the development of our profession and our professions and has resonated with fundraisers from Australia to Kansas City. Audience: Executive Directors and Development Officers. All levels but some experience in the profession is best. Timeframe: Multiple versions available – keynote address; 75 minute and various length workshops including all daylong workshop or incorporated as an element in a more comprehensive seminar.
9. Creating a Fund Development Plan That Produces Ownership and Results
Session description: How you create your plan is as important as the resulting plan. An effective process builds ownership and accountability among staff and board. This workshop is designed to help you re-think how you create your fund development plan and what should be included in the plan. Audience: Executive Directors, Board members, Development officers. Some experience with fundraising is preferable. Timeframe: Multiple versions – 75 minutes, 1.5 hours, 2 hours, 3 hours
10. Yes, You Can Ask for Big Gifts
Session description: Face-to-face solicitation is the best way to raise money. Need help convincing your board members? Want some tips to develop their skills? Then this may be the workshop for you. You will participate in a solicitation role-play. Audience: Executive Directors and Development Officers. Entry level and mid-level. Timeframe: Multiple versions available – 75 minutes, 1 hour, 1.5 and 2 hour versions available
11. Basic principles of fund development and best practice
Session description: This all-day seminar integrates the following elements: understanding your role as an organizational development specialist, fostering a culture of philanthropy in your organization, enabling volunteers, and building profitable relationships that last. The seminar brings it all together through the fund development planning process. Audience: Most useful for volunteers and staff who are new to fund development. However, experienced development officers have indicated that the session is useful for their board members. Timeframe: Multiple versions available – 2 hours and more. I have developed (and continue to revise and deliver) a comprehensive 15-hour curriculum that is directed at teams of attendees from organizations, including board members. I have presented this comprehensive multi-session version over a period of 6 months for grantees of various community foundations
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12. Strategic Fund Development in a Changing Marketplace – Your Role
Session description: This all-day seminar integrates the following elements: understanding your role as an organizational development specialist, fostering a culture of philanthropy in your organization, enabling volunteers, and building profitable relationships that last. The seminar brings it all together through the fund development planning process. Audience: Most useful for individuals with some experience; however, even entry-level professionals have indicated that this was a helpful session. Timeframe: 6-7 hours
13. The Power of Individual Donors
Session description: In times of recession or crisis, bull market or bust, individuals and families give small gifts and large to diverse causes. Indeed, their loyalty is likely stronger than government, foundations or corporations. These individuals provide much needed support for your organization. Small gifts. Large gifts. Bequests. Hundreds of donors or thousands. All this can be yours with thoughtful planning, focused volunteers, and well-designed strategies. This workshop offers you ideas about: • Getting to know your donors and prospects • Identifying those who may be predisposed to your cause. • Cultivating relationships to encourage loyalty and gift increases. • Designing the ask and soliciting the gift. Audience: General audiences. Some experience required. Delivered in Calgary in February 2003 and the CASA National Conference in Boston in March 2003. Very well received. Timeframe: 6-7 hour program.
14. Building profitable relationships that last
Session description: Relationships are critical to the success of not-for-profit organizations. But how do we establish relationships that are more than one-dimensional workplace connections? And how do we keep the donor (and prospective donor) at the center? You will see the difference in your bottom line as you build relationships that mature and become more productive throughout the relationship with your organization. Timeframe: 1.5 and 2 hour versions available
15. Creating and managing the 4 relationships that are critical to fund development
Session description: This daylong seminar focuses on the premise of Joyaux’ book Strategic Fund Development: Building Profitable Relationships That Last. Specifically: the organization’s internal relationship including systems thinking; the organization’s relevance to the community, as determined by strategic planning; the organization’s ability to build relationships; and, the organization’s capacity to enable its volunteers. Timeframe: 6-7 hours
16. Developing the Best Proposals for Foundations and Government
Session description: The best proposal starts with a good program and depends upon the right prospect. First the workshop describes the process to identify the right prospects for your organization and program. There’s more to it than reading application guidelines! Second, the workshop describes,
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in detail, the major elements of a proposal. Finally, the workshop provides you with writing tips personalized to foundations and government. Timeframe: 1.5 and 2 hour versions available
17. Preparing for a capital campaign
Session description: A capital campaign is not just about the money; it’s about the growth of your fund development capacity over the longer term. And launching a capital campaign is all about readiness and capacity to do so. This session – available in various lengths – helps staff and board members ask the right questions, identify critical issues, and enhance institutional readiness. Timeframe: 1.5 and 1 hours
18. What the CEO Needs to Know About Fund Development
Session description: This is session directed to CEOs (and other senior staff), and addresses the following topics: the key fund development principles that every CEO and senior manager should know; the “rules of engagement for the board and the individual board member”; how to evaluate the effectiveness of the development operation; and, the role, job description and qualifications of a chief development officer. Timeframe: Available in 3-, 4- and 6-hour sessions
19. Women and Philanthropy
Session description: More and more studies focus on women and their way of giving. Women represent a significant portion of the population in communities worldwide. Women live longer than men, thus retaining family assets. And women have different interests, disinterests and approaches to philanthropy. As the founder of the Women’s Fund of Rhode Island, Joyaux is engaged in helping to level the playing field for women and girls, and fostering philanthropy within this demographic group.
20. Social Justice and Progressive Philanthropy
Session description: Traditional philanthropy dominates the sector, and may reinforce the status quo and limit social change. In general, writing and teaching in the philanthropic sector does not give equal voice or recognition to social change, social justice and progressive philanthropy. What does social justice mean? How would the world look if it there were justice? What role does philanthropy play in creating social justice? How is progressive philanthropy different than traditional philanthropy and why do we need both?
Representative speaking and teaching engagements
Alberta Canada Fundraising Conference Alliance for Children & Families Biennial Conferences American Lung Association Northeast Regional Training Conference Association of Community Arts Agencies of Kansas
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Association of Performing Arts Presenters Association of Fundraising Professionals (AFP) – see detail at end of list Bryant College Center for Management Development: 8-week course in fund development CASA Annual Conference (Boston, Massachusetts 2003) Child Welfare League of America Community foundation-sponsored trainings
o o o o o o o Berkshire-Taconic Community Foundation (MA) Community Foundation for Greater New Haven (CT) Community Foundation of Southeastern Massachusetts Greater New Britain Community Foundation (CT) Greater Worcester Community Foundation (MA) Hartford Foundation for Public Giving (CT) Waterbury Foundation (CT)
Community Leadership Program, Westport/Weston CT Connecticut Library Association Council for Resource Development (association of development officers for community colleges) Fundraising Institute Australia Human Service Forum of Western Massachusetts Girls Scouts of the USA / Girls Guides International Conference Independent Sector Maine Arts Sponsors Association Mississippi Association of Nonprofits National Federation of Interfaith Volunteer Caregivers national conferences National Multiple Sclerosis Society New England Association for Healthcare Professionals North American Y Development Officers annual conferences New England Nonprofit Leadership Conference North American Broadcast Section, World Association for Christian Communication Rhode Island Library Association Saint Mary’s University (Winona, Minnesota) Master’s Degree in Philanthropy and Fund Development: Faculty member to develop curriculum and teach “Volunteerism and Boards” San Diego League of Theatres SIDS (Sudden Infant Death Syndrome) Alliance National Conference State Arts Advocacy League of America annual conferences Technical Development Corporation Management Training (Boston, MA) Association of Fundraising Professionals (AFP) Curriculum development for Survey Course
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Faculty for First Course and Survey Course Presenter at the AFP International Conference for more than a decade Presentations for AFP chapters (partial list only)
o o o o o o o o o o o o o Alaska Chapter Arizona AFP Fundraising Conference (2 chapters) Baltimore Chapter Boston (MA) Chapter Buffalo NY Chapter Calgary, Alberta, Canada Capital Area Chapter (MI) Chapter Central Massachusetts Chapter Charlotte, NC Chapter Connecticut Fundraising Conference (2 chapters) Dallas Fort Worth Chapter Indiana Fundraising Day Mexico City Chapter o o o o o o o o o o o o Mid-American Chapter (Kansas City, Missouri) New Mexico Chapter New York City Chapter Oklahoma Chapter Rhode Island Chapter San Antonio Chapter San Diego Chapter South Dakota Chapter Toronto Canada Chapter Washington D.C. Chapter Western Massachusetts Chapter Virginia Fundraising Institute (5 AFP chapters in Virginia)
Testimonials about Joyaux speaking and teaching
• • • • • • • • • • "Ms. Joyaux is the best speaker I ever had the chance to hear. I'm truly inspired by her performance." "I feel that every board and staff member should e in attendance at such a talk by Simone!" "Simone is an exceptional teacher!" "Simone is dynamite, knows her stuff and how to present it. Don't miss her if you have the chance." "Simone's experience and extraordinary teaching style helped me focus on strategies for success." “I am both humbled and honored to have the opportunity to learn from one of the Masters of our profession." "Loved the exercises and focus on operationalizing the theory!" "Fabulous, experienced, personable, exciting, humanistic, great humor." "Very forthright, direct, practical, passionate and integrity: fabulous mix!" "My email box this morning is chock full of positive comments about the seminar. What is most excellent about your presentation and teaching is that it fits all sizes of organizations." (AFP audio conference on creating a fund development plan that produces ownership and results, January 2003) "I usually hate this kind of thing but she was good and so prepared and easy to listen to -- and I enjoyed it. Loved the sense of humor!" (Volunteer at a face-to-face solicitation training program) "We want to extend our gratitude for your excellent presentation on the board's role in fundraising. Your ability to instantly engage each member made the evening enjoyable and interesting, and we would suspect that you even may have changed a few viewpoints among those present." (Human service organization in Hartford, Connecticut) "She is an excellent teacher with a wonderful relaxed natural way of including the entire group in discussion." (Workshop for the Community Foundation of Greater New Haven, Connecticut) "Great job, draws people in well, good at energizing stimulating conversation."
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"Thank you for a tremendous learning experience and for allowing me to feel more confident in the skills I already have. I feel so privileged to have been part of your class." (Student at St. Mary’s University) I was fortunate enough to be at the seminar you gave in Calgary on February 12, 2003. I just wanted to thank you for the excellent information you provided and wanted you to know that this was the best seminar I have been to. Your relaxed style, humor, and handouts were all excellent aids in getting your message across. So thank you for a great day!" "My board members got real and substantial value from the luncheon speech." (Keynote address about how to enhance your board.) "I feel that every board and staff member should be in attendance at such a talk by Simone!" "I believe it's your honest message about what people really think and what they really want to do that was so compelling to the workshop attendees. They could relate!" (Workshop for the Greater New Britain Consortium for Planned Giving, CT)
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08-03
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