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IOM Blog

July 21, 2021

Aim for Transition Rather than Recovery

Nonprofit organizations are getting used to operating in a different world. Uncertainty, disruption, and volatility are now widely expected. Legacy planning systems and static governance tactics are a thing of the past. As we plan going forward, nonprofit leaders need to adopt a “Transition Planning” mindset instead of aiming for “Recovery” goals. There is no going back to 2019. To successfully navigate this new world, we need to bring on our “Transition Planning Swagger.”

The word transition is more proactive, innovative, imaginative, and hopeful than recovery, which conjures visions of legacy, status quo, old-normal, and returning to “the way it was.” This distinction has a big impact on an organization’s chances for success when planning for the future and closing the book on COVID-19.

There are many differences between planning for recovery vs. transition. The differences will be most noticeable regarding optics and messaging. In my mind, the most pronounced difference is that recovery is rearward facing, while transition is forward looking.

A transition approach shows leadership’s willingness to look forward, change, and, most importantly, be proactive. Transition also conveys that leadership understands that how we deliver on mission, design programs and services, acquire new sources of revenue, and allocate resources will all be different in the future.

Recovery assumes that old economic and environmental circumstances, which we do not control, will eventually return, and allow us to go back to our old ways of doing business. Both statements are generally false and highly misleading. The future will continue to be unpredictable with periods of high volatility. Even if conditions do return to old levels, people’s expectations and feelings have changed and will continue to change.

Recovery also implies we are waiting for a future pivot point to occur, at which time the organization will re-engage and return to old activities. Waiting is the opposite of being proactive. A transition approach demonstrates that your nonprofit’s leadership is in proactive mode, reading and reacting to changing circumstances to guide the organization to new levels of performance.

Planning Tip – Be bold and formal when adopting a transition plan to jump-start your organization. Name the plan, design your goals and set expectations. Involve your staff, Board, and other volunteer leadership. Aggressively market and raise energy levels around the transition plan. Actively look forward, be positive, and display your organization’s willingness to be creative and embrace change.

Finally, address your transition plan in all staff, Board, and committee meetings. Recognize the hard work and dedication of the past year and a half, but focus efforts and energy on the year ahead and beyond. Every planning area including reopening offices, reimagining programs, redesigning services, and even restructuring governance will benefit from the innovation and fresh perspectives that result from adopting a transition planning mindset.

Dark days are behind us. Hope, excitement, growth, and success are all ahead. That’s what we call “Transition Planning Swagger.”

A. Michael Gellman
A. Michael Gellman, CPA, CGMA
Founding Principal Partner
Fiscal Strategies 4 Nonprofits, LLC (FS4N)

Mike is an independent fiscal and financial strategist for nonprofit organizations and a co-founding principal partner of Fiscal Strategies 4 Nonprofits, LLC (FS4N) and co-founder of Sustainability Education 4 Nonprofits (SE4N). Before starting FS4N, Mike had 30 years Public Accounting Firm experience managing not-for-profit business, fiscal and financial services consulting specialty group. He has been designing strategies and teaching budget and projection-based systems and fiscal and financial management enhancement strategies for over 30 years. He has conducted numerous seminars and has written articles on budgeting, operating reserve and investment policies, financial management, fiscal sustainability, leading economic indicators for nonprofits, and the impact on governance and transparency and accountability.

Mr. Gellman teaches courses and has made presentations for Georgetown University, the U.S. Chamber of Commerce Foundation's Institute for Organization Management, American Institute of Certified Public Accountants (AICPA), many State CPA Societies, the Center for Nonprofit Advancement, and for national nonprofit organizations such as the National Urban League, Volunteers of America, and many other nonprofit organizations.

He can be reached at mgellman@fiscalstrategies4nonprofits.com .

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