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					STRATEGIC PERSPECTIVES IN NONPROFIT MANAGEMENT (SPNM)
Application for HBS/SD Fellowship for Nonprofit Leadership-HBS Executive Education Program July 18-24, 2010

TO:         Applicant for 2010 HBS Alumni Club of San Diego Fellowship for Nonprofit Leadership

FROM:       Kate Williams
            VP Social Enterprise
            HBS Alumni Club of San Diego
            kmwilliams@aol.com

RE:         2010 Application Process


The Harvard Business School Alumni Club of San Diego is pleased to offer a fully paid scholarship to attend the one-
week Executive Education Program at Harvard Business School entitled “Strategic Perspectives in Nonprofit
Management” (SPNM). The course will be held July 18-24, 2010 at the Harvard Business School in Boston.
2010 applicant selection criteria, together with the application timeline, are listed below. Further information on the
Fellowship may be found at http://www.hbssandiego.org,

The HBS SPNM course for nonprofit leaders integrates interactive classroom sessions with structured and informal
small-group sessions, addressing three key objectives: 1) understanding core management concepts; 2) applying
these concepts strategically; and 3) learning how to implement change within the organization. The Club identified
this course as one that could address a growing need for strategic business training for the management of
nonprofits. Past participants have called the program “a professionally transformative experience” and said it
provides “an energizing whole new perspective to running an organization.” Additional information about the SPNM
program can be found at http://www.exed.hbs.edu/programs/spnm/.

Criteria for candidate selection include:
        1. The applicant must work for a nonprofit organization that serves the community-at-large. Preference will
             be given to organizations that provide direct services (in contrast to advocacy only organizations). HBS
             will not consider applications from management support organizations or consulting firms. In a limited
             number of cases, applicants who represent industry or trade associations may be considered.
        2. The applicant should be a Chief Executive Officer, President, or Executive Director who is responsible
             for shaping the direction, mission, policies and major programs of their organizations. All candidates
             should have at least one year of experience as head of their organization.
        3. The organization must have a demonstrated and broad impact on the community, an experienced
             management team, a need to improve its skills and opportunities, and the commitment to take
             advantage of the experience received at Harvard.
        4. The individual must have a desire to improve his/her personal skills and performance, be capable of
             performing well in a rigorous classroom environment, and meet the criteria for acceptance by Harvard
             Business School’s Executive Education Program.
        5. Awards will be made to executives representing organizations of a range of sizes, typically with a
             minimum of several full-time employees and an annual operating budget of at least $500,000. The
             organization must have been fully operational (with full-time staff) for at least one year and also have
             primary operations in the greater San Diego area.

Selection process and timing:
     Applicants must submit a completed application by March 31, 2010 to The San Diego Foundation,
        preferably electronically to Lori@sdfoundation.org.
     Finalists will be notified of their selection in mid-April 2010 and will then be invited to attend an in-person
        interview.
     Fellowship recipients(s) will be notified in early May 2010.
     If you have questions, please contact Kate Williams (kmwilliams@aol.com).

We thank The San Diego Foundation for their partnership to offer this scholarship to the nonprofit community of
San Diego.
STRATEGIC PERSPECTIVES IN NONPROFIT MANAGEMENT (SPNM)
Application for HBS/SD Fellowship for Nonprofit Leadership-HBS Executive Education Program July 18-24, 2010


HARVARD BUSINESS SCHOOL SOCIAL ENTERPRISE PROGRAMS
APPLICATION FOR SCHOLARSHIP ADMISSION THROUGH:
HARVARD BUSINESS SCHOOL ALUMNI CLUB OF SAN DIEGO
Reminder: Admission is limited to a select, qualified group of nonprofit leaders, with preference given to CEOs and executive directors. The program is
designed for leaders of public-serving nonprofits and is not targeted to industry/trade associations, management support organizations, or consulting
firms. Applications should be submitted by 5:00 pm on March 31, 2010 to: Lori@sdfoundation.org. Finalists will be asked to present to the selection
committee in person in April 2010.

Please answer all questions. Application must be fully completed and signed before review by the Admissions Committee. Please type or print legibly.

GENERAL INFORMATION
NAME: _____________________________________________________________________________________________________
                  Last (family)                  First                  Middle Initial                 Prefix (Mr., Ms.)            Suffix (Jr., II)


NICKNAME/FAMILIAR NAME FOR NAME BADGE: _____________________  MALE  FEMALE
COUNTRY OF CITIZENSHIP: _______________________________________________________________
DATE OF BIRTH: ___________________________ Month/Day/Year
TITLE/POSITION:
_____________________________________________________________________________________________________________
NAME OF NONPROFIT ORGANIZATION:
_____________________________________________________________________________________________________________
NONPROFIT ADDRESS:
_____________________________________________________________________________________________________________
(P.O. boxes accepted outside U.S.)               Street                 City               State/Country           Zip Code/Postal Code


NONPROFIT TELEPHONE: __________________________________________ FAX: _____________________________________
ORGANIZATION WEBSITE: ________________________________________ EMAIL: ____________________________________
                                                                      (to be used for admissions correspondence)
NATIONAL/PARENT ORGANIZATION (if applicable):
_____________________________________________________________________________________________________________
BUSINESS NAME (if different from nonprofit information noted above):__________________________________________________

BUSINESS ADDRESS (if different from nonprofit information noted above):
_____________________________________________________________________________________________________________
(P.O. boxes accepted outside U.S.)      Street                   City                      State/Country           Zip Code/Postal Code

BUSINESS TELEPHONE (if different from nonprofit information noted above): ____________________________
FAX: ___________________________________________
BUSINESS WEBSITE (if different from nonprofit information noted above): _______________________________
EMAIL: ______________________________________
YOUR HOME ADDRESS:
_____________________________________________________________________________________________________
                  Street                                  City                 State/Country           Zip Code/Postal Code


HOME TELEPHONE: __________________________________________________________________________________
Preferred Mailing Address:            NONPROFIT ADDRESS                        BUSINESS ADDRESS                           HOME ADDRESS


LANGUAGE PROFICIENCY
Proficiency in spoken and written English is essential for participation in Harvard Business School Executive Education programs.

CONFIDENTIAL: The information you provide below is for use by the Admissions Committee only.
STRATEGIC PERSPECTIVES IN NONPROFIT MANAGEMENT (SPNM)
Application for HBS/SD Fellowship for Nonprofit Leadership-HBS Executive Education Program July 18-24, 2010
ORGANIZATION
Are you the chief executive officer?      YES       NO
Are you the founder?                      YES       NO

                                NATIONAL/PARENT ORGANIZATION (if applicable)                 YOUR ORGANIZATION
Founding date:                  _______________                                              ______________
Organization’s annual
budget (in U.S. dollars):       $___________________________________________                 $___________________________________________
Number of paid employees:       _______________                                              ______________
Approximate number
of volunteer employees:         _______________                                              ______________
Total membership
(if applicable):                __________                                                   _________
Size of board:                  __________                                                   _________
Size of Executive Committee
(or similar):                   __________                                                   _________
Employees reporting to you:                                                                  ______________
Number of affiliates/chapters
(if applicable):                __________

Please indicate the approximate percentage of your organization’s funding from the following sources:
(if you represent an affiliate or chapter, please give your affiliate or chapter information.)
__________% Individual donors            __________% Fees for services/products __________% Private foundations
__________% Government (all levels)      __________% Corporate funding             __________% Endowment income
__________% Other (please specify): _________________________________________________________________

Please indicate your organization’s subsector (check one only):
 Arts, culture, humanities                Healthcare
 Civic/advocacy                           Housing and urban development
 Community/economic development  Human and social services
 Education                                International development and relief
 Environmental Conservation               Religion
 Foundation/grant making                  Other (please specify): _____________________


What function best describes your position? (check one only):
 Accounting/control            General management  Information services                    Planning
 Finance                       Governance               Marketing                          Public relations
 Fundraising/development  Human resources               Operations/program                 Other (please specify):___________________
STRATEGIC PERSPECTIVES IN NONPROFIT MANAGEMENT (SPNM)
Application for HBS/SD Fellowship for Nonprofit Leadership-HBS Executive Education Program July 18-24, 2010

ORGANIZATION (continued)
PLEASE DESCRIBE THE NONPROFIT ORGANIZATION YOU WILL BE REPRESENTING. INCLUDE A BRIEF DESCRIPTION OF
ITS MISSION, ORGANIZATIONAL OBJECTIVES AND ACTIVITIES. (Note that the HBS/SD scholarship is intended to benefit
organizations headquartered in the San Diego area which impact local communities.):




ORGANIZATIONAL STRUCTURE, INCLUDING YOUR RESPONSIBILITIES AND REPORTING RELATIONSHIPS:




WHAT DO YOU CONSIDER TO BE THE MOST CRITICAL ISSUE(S) FACING THE NONPROFIT ORGANIZATION WITH WHICH
YOUR ARE INVOLVED? PLEASE ELABORATE ON THE KEY STRATEGIC AND OPERATIONAL
CHALLENGES/OPPORTUNITIES.




WHAT ARE YOUR OVERALL GOALS IN ATTENDING THIS COURSE? YOU MAY CONSIDER BOTH YOUR ORGANIZATION'S
GOALS AND YOUR OWN PROFESSIONAL DEVELOPMENT GOALS AS THEY RELATE TO THE SPNM PROGRAM.
STRATEGIC PERSPECTIVES IN NONPROFIT MANAGEMENT (SPNM)
Application for HBS/SD Fellowship for Nonprofit Leadership-HBS Executive Education Program July 18-24, 2010
WORK EXPERIENCE
Please list your positions in reverse chronological order, starting with your current one. If all positions are in the same company, please give the major
promotional sequence.

NAME OF COMPANY                            TITLE OR POSITION                      FROM Month/Year            TO Month/Year
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
PLEASE ESTIMATE YOUR TOTAL NUMBER OF YEARS OF PROFESSIONAL EXPERIENCE: _____________

NONPROFIT BOARD MEMBERSHIPS
Please provide the following information for up to four additional nonprofit boards on which you currently serve.

SUBSECTOR CODES

A Arts/culture/humanities                  E Environmental conservation           I Human and social services
B Civic/advocacy                           F Foundation/grantmaking               J International development and relief
C Community/economic development           G Healthcare                           K Religion
D Education                                H Housing and urban development        Other (please specify):
                                                                                  _____________________
NAME                                                                                                         SUBSECTOR CODE
1_______________________________________________________________________
 (Nonprofit organization)

2_______________________________________________________________________
3_______________________________________________________________________
4_______________________________________________________________________
5_______________________________________________________________________

OTHER ACTIVITIES
Please indicate any other major current and past professional activities (e.g., leadership of professional organizations, etc.).
ACTIVITIES                                                                        FROM Month/Year            TO Month/Year
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
EDUCATION
DEGREE (check only  High School  Two-Year College  BS/BA  MS/MA            MBA  Harvard MBA
highest level attained):  JD/Law  PhD              MD     Foreign Diploma  Other

UNIVERSITY                                                                                              YEAR
_______________________________________________________________________
_______________________________________________________________________

HAVE YOU ATTENDED OTHER HARVARD BUSINESS SCHOOL PROGRAMS?
PROGRAM NAME                                                                                            DATE
_______________________________________________________________________
_______________________________________________________________________
STRATEGIC PERSPECTIVES IN NONPROFIT MANAGEMENT (SPNM)
Application for HBS/SD Fellowship for Nonprofit Leadership-HBS Executive Education Program July 18-24, 2010
EDUCATION (continued)
Please check those factors that made you aware of this course (check as many as apply):
Recommended by:

 The San Diego Foundation as a recommended grantee
 Publicity about the HBS /San Diego Fellowship for Nonprofit Leadership
 A previous participant of an HBS Executive Education program

   Name ________________________________________________

   Program Name ____________________________________________

 An MBA graduate of Harvard Business School

   Name________________________________________________

 A Harvard Business School faculty member

   Name________________________________________________

 A board member of your organization

   Name________________________________________________

 Another senior colleague in your organization

   Name________________________________________________

 Human Resource Department

 Advertisement (please specify publication)   ______________________________
 Direct Mail package
 Article in published material
 HBS website

 Other (specify):   ___________________________________________

Please indicate the name and title of anyone from your organization who has participated in Strategic Perspectives in Nonprofit Management (SPNM),
Governing for Nonprofit Excellence (GNE), or Performance Measurement for Effective Management of Nonprofit Organizations (PMNO).
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________

List anyone else from your organization applying to any other HBS Social Enterprise 2009/2010 program and specify which program(s).
_______________________________________________________________________
_______________________________________________________________________
_______________________________________________________________________
STRATEGIC PERSPECTIVES IN NONPROFIT MANAGEMENT (SPNM)
Application for HBS/SD Fellowship for Nonprofit Leadership-HBS Executive Education Program July 18-24, 2010
SPONSORSHIP
All candidates for Strategic Perspectives in Nonprofit Management (SPNM) must be nominated and sponsored by their organizations.

The following part of the application must be completed by the organization’s highest full-time paid staff member (in many cases, this is the
applicant himself/herself) and by the organization’s board chair.

NAME OF ORGANIZATION:
_____________________________________________________________________________________________________
nominates this candidate for participation in the Social Enterprise Programs. I have read the preceding application. The information provided is
accurate to the best of my knowledge, and I support the educational and organizational goals stated therein. The organization is a nonprofit
organization. The applicant is, the organization’s CEO/executive director and has major policy and program responsibilities. It is understood that this
executive, if admitted, will be completely free of official duties while participating in the program. It is also understood that this executive is proficient
in fast-paced, conversational English.

SPONSOR’S SIGNATURE: _____________________________________________________________ DATE: ___________________________
NAME OF SPONSOR: ____________________________________________________________________________________________________
                                     Last (family                      First                   Middle Initial          Prefix (Mr., Ms.)        Suffix (Jr., II)
TITLE: _____________________________________________________________________________________________________
OFFICE ADDRESS: _____________________________________________________________________________________________________
(P.O. boxes accepted outside U.S.)                            Street                           City              State/Country             Zip Code/Postal Code
OFFICE TELEPHONE: ____________________________________________________
OFFICE FAX: ________________________________________________

The board chair of my nonprofit organization supports my attendance  YES  NO

NAME OF BOARD CHAIR: _____________________________________________________________________________________________
                                              Last (family)                    First           Middle Initial          Prefix (Mr., Ms.)        Suffix (Jr., II)
ADDRESS: _____________________________________________________________________________________________________
(P.O. boxes accepted outside U.S.)   Street                   City             State/Country          Zip Code/Postal Code
TELEPHONE: ________________________ FAX: ___________________________ EMAIL: _______________________________


CANCELLATION POLICY
The HBS/SD Alumni Club will provide direct payment of tuition, room, board, and books to HBS for the recipient(s) of the HBS/SD Alumni Club
Fellowship for Nonprofit Leadership. The recipient’s nonprofit organization will be reimbursed for corresponding travel costs of up to $600. Please
certify that if you are chosen as a scholarship recipient, you will make your best effort to attend the program from July 18-24, 2010 at the Harvard
Business School campus in Boston, MA. Should you receive the scholarship and become unable to attend, please notify us as soon as possible so that
we may send an alternate in your place. Due to program demand and the volume of preprogram preparation, a cancellation fee is charged to the Club if
a reserved spot in the course is cancelled within 30 days of the start of the program.


SIGNATURE OF APPLICANT:                ________________________________________ DATE: ___________
I certify that all the information and accompanying material provided in connection with this application are authentic and accurate.


In accordance with Harvard University policy, Harvard Business School does not discriminate against any person on the basis of race, color, sex or
sexual orientation, gender identity, religion, age, national or ethnic origin, political beliefs, veteran status, or disability in admission to, access to,
treatment in, or employment in its programs and activities.



                                                      PLEASE RETURN THIS APPLICATION
                                                       BY 5:00 PM ON MARCH 31, 2010

                                                            TO
                                        HBS/SD ALUMNI CLUB NONPROFIT FELLOWSHIP
                                              c/o The San Diego Foundation
                                                 email: Lori@sdfoundation.org

				
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