Ep 144| 4 Top Tips for Nonprofit Performance Reviews
12/12/24 • 22 min
Year-end performance reviews are here—are you ready to turn them into a game-changer for your team? This essential (and often daunting) task is a golden opportunity for nonprofit leaders to inspire growth, strengthen accountability, and drive meaningful results for your organization.
In this episode, Jena and Britt break down how to approach year-end reviews with confidence and purpose. Whether you’re striving to celebrate wins, provide constructive feedback, or align individual goals with your nonprofit’s mission, this session is packed with actionable insights to help you succeed.
Here’s what you’ll learn:
- Why reviews matter: Boost morale, accountability, and alignment.
- Feedback that works: Honest, empathetic, and trust-building.
- Celebrate wins: Motivate your team with recognition.
- Stay focused: Using SMART goals for clarity.
- Avoid missteps: Clear feedback, and two-way conversations.
- Engage your team: Build trust and collaboration.
Year-end reviews are more than a formality—they’re a chance to deepen connections, strengthen your team, and set the stage for a successful new year.
🎧 Listen now to learn how to make your nonprofit performance reviews meaningful, impactful, and motivating!
Resources Mentioned:
- 20 KPIs for Nonprofits to Track Over Time (includes a section on HR performance metrics): https://donorbox.org/nonprofit-blog/kpis-for-your-nonprofit
Chapters
- 00:00 Reflecting on Year-End Performance Reviews
- 02:57 Balancing Accountability with Compassion
- 06:12 The Importance of Open Dialogue
- 08:52 Preparing for Productive Reviews
- 11:47 Common Pitfalls in Performance Reviews
- 15:07 Constructive Feedback Techniques
- 17:56 Creating a Two-Way Conversation
- 20:48 Setting Intentional Goals for the New Year
What makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?
Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox’s nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.
Take a tour right now and start fundraising in just 15 minutes: → https://donorbox.org/The Nonprofit Podcast, and a wealth of nonprofit leadership tutorials, expert advice, tips, and tactics, are available on the Donorbox YouTube channel, subscribe today and never miss an episode:
🖥️The Nonprofit Podcast 🎙️🎙️ - YouTube
The Nonprofit Podcast is available every Thursday, be sure to follow, rate, and download so you never miss an episode.
🎙️ Apple Podcasts: The Nonprofit Podcast
🎙️ Spotify: The Nonprofit Podcast
Year-end performance reviews are here—are you ready to turn them into a game-changer for your team? This essential (and often daunting) task is a golden opportunity for nonprofit leaders to inspire growth, strengthen accountability, and drive meaningful results for your organization.
In this episode, Jena and Britt break down how to approach year-end reviews with confidence and purpose. Whether you’re striving to celebrate wins, provide constructive feedback, or align individual goals with your nonprofit’s mission, this session is packed with actionable insights to help you succeed.
Here’s what you’ll learn:
- Why reviews matter: Boost morale, accountability, and alignment.
- Feedback that works: Honest, empathetic, and trust-building.
- Celebrate wins: Motivate your team with recognition.
- Stay focused: Using SMART goals for clarity.
- Avoid missteps: Clear feedback, and two-way conversations.
- Engage your team: Build trust and collaboration.
Year-end reviews are more than a formality—they’re a chance to deepen connections, strengthen your team, and set the stage for a successful new year.
🎧 Listen now to learn how to make your nonprofit performance reviews meaningful, impactful, and motivating!
Resources Mentioned:
- 20 KPIs for Nonprofits to Track Over Time (includes a section on HR performance metrics): https://donorbox.org/nonprofit-blog/kpis-for-your-nonprofit
Chapters
- 00:00 Reflecting on Year-End Performance Reviews
- 02:57 Balancing Accountability with Compassion
- 06:12 The Importance of Open Dialogue
- 08:52 Preparing for Productive Reviews
- 11:47 Common Pitfalls in Performance Reviews
- 15:07 Constructive Feedback Techniques
- 17:56 Creating a Two-Way Conversation
- 20:48 Setting Intentional Goals for the New Year
What makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?
Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox’s nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.
Take a tour right now and start fundraising in just 15 minutes: → https://donorbox.org/The Nonprofit Podcast, and a wealth of nonprofit leadership tutorials, expert advice, tips, and tactics, are available on the Donorbox YouTube channel, subscribe today and never miss an episode:
🖥️The Nonprofit Podcast 🎙️🎙️ - YouTube
The Nonprofit Podcast is available every Thursday, be sure to follow, rate, and download so you never miss an episode.
🎙️ Apple Podcasts: The Nonprofit Podcast
🎙️ Spotify: The Nonprofit Podcast
Previous Episode
Ep 143 | How To Track and Manage Giving Tuesday Fundraising Metrics
📊 Maximize your Giving Tuesday donations by unlocking the full potential of your donor data. Jena and Britt dive into how nonprofits can analyze critical metrics like ROI, donor acquisition, and retention rates to create smarter fundraising strategies.
This episode also explores how nonprofit CRM tools and AI can streamline donor management, personalize outreach, and set data-driven goals for 2025. Packed with actionable insights, it’s a must-listen for nonprofits ready to optimize their impact.
Chapters:
00:00 - Unlocking the Power of Data for Nonprofits
10:00 - Key Metrics for Evaluating Fundraising Success
17:02 - Applying Insights for Future Campaigns
Listen now to turn your data into action!
Don’t forget to subscribe for more expert nonprofit tips and strategies to take your giving Season to new heights.
What makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?
Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox’s nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.
Take a tour right now and start fundraising in just 15 minutes: → https://donorbox.org/The Nonprofit Podcast, and a wealth of nonprofit leadership tutorials, expert advice, tips, and tactics, are available on the Donorbox YouTube channel, subscribe today and never miss an episode:
🖥️The Nonprofit Podcast 🎙️🎙️ - YouTube
The Nonprofit Podcast is available every Thursday, be sure to follow, rate, and download so you never miss an episode.
🎙️ Apple Podcasts: The Nonprofit Podcast
🎙️ Spotify: The Nonprofit Podcast
Next Episode
Ep 145| Top 5 Tactics to Retain New Year-end Donors
Year-End Donor Retention: The Crucial First 30 Days
Did you know 80% of first-time donors don’t return the following year? This is especially true for year-end donors, where the first 30 days after their gift can make or break their decision to stay engaged. In this episode of The Nonprofit Podcast, Britt Stockert and fundraising expert Katherine Lacefield discuss how nonprofits can turn one-time donors into lifelong supporters through practical, actionable strategies.
Top Highlights:
✅ Build Trust Through Personalization: Simple, personalized communication shows donors they matter.
✅ Stand Out with Handwritten Notes: They convey authenticity and genuine care.
✅ Leverage CRMs for Deeper Connections: Organize donor data to personalize and streamline outreach.
Join us for an episode packed with advice that nonprofits of any size can implement immediately to improve donor retention and engagement.
🎄Thank you so much for your loyal support throughout 2024, we’ll be back on January 16, 2025, with a new season of tips, tools, and tactics to take your nonprofit to the next level from January to December. Happy holidays!
Chapters:
00:00 – Introduction to Donor Retention Challenges
02:51 – The Importance of the First 30 Days
05:48 – Personalization in Donor Communication
09:07 – Strategies for Effective Donor Engagement
11:47 – Common Mistakes in Donor Outreach
15:11 – Final Thoughts and Resources
Connect with Katherine Lacefield:
🌐 Website: Just Be Cause Consulting
🔗 LinkedIn: Katherine Lacefield
If this episode gave you actionable insights, don’t forget to subscribe for more nonprofit tips, and share with your team to make the most of year-end giving!
What makes Donorbox the Best Nonprofit Fundraising Platform to Achieve Your Strategic Goals?
Easy to customize, available in multiple languages and currencies, and supported by leading payment processors (Stripe and PayPal), Donorbox’s nonprofit fundraising solution is used by 80,000+ global organizations and individuals. From animal rescue to schools, places of worship, and research groups, nonprofits use Donorbox to raise more funds, manage donors efficiently, and make a bigger impact.
Take a tour right now and start fundraising in just 15 minutes: → https://donorbox.org/
The Nonprofit Podcast, and a wealth of nonprofit leadership tutorials, expert advice, tips, and tactics, are available on the Donorbox YouTube channel, subscribe today and never miss an episode:
🖥️The Nonprofit Podcast 🎙️🎙️ - YouTube
The Nonprofit Podcast is available every Thursday, be sure to follow, rate, and download so you never miss an episode.
🎙️ Apple Podcasts: The Nonprofit Podcast
🎙️ Spotify: The Nonprofit Podcast
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