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EXECUTIVE
SUMMARY
2023
Prepared By :
Anna Grigoreva
Jessie Dela Peña
Venus Sachdeva
+123-456-7890
services@excalibur.com
www.excaliburconsultancy.ca
for
Sources Community
Resources Society
INTRODUCTION
Excalibur Consultancy is focused on creating solutions
for its clients. We are keen on providing help that helps
the organization long term and helps them function
independently by identifying its concerns.
The executive summary consists of a deep analysis of
the organization’s operations and provides a study
that supports recognizing the issue. A few
recommendations are offered as a course of action.
EXECUTIVE SUMMARY FOR SOURCES
EXECUTIVE SUMMARY FOR SOURCES
BREAKING IN
Excalibur Consultancy conducted a comprehensive analysis of Sources (see
Appendix A). We observed that your firm has adhered to its mission and vision
for the past three decades, resulting in a positive online reputation and
reviews. Despite having several services, diversified clientele, and personnel,
the website generated few records and newsletters. This might be an
opportunity to enhance your social media presence and marketing and
technology innovations.
Additionally, as a nonprofit organization, our study reveals that Sources relies
heavily on government and donor financing, which can pressure the
organization's ability to continue providing vital services. Therefore, since the
costs associated may be relatively high, we advise expanding your public-
private partnership.
Regarding staffing, workforce shortages are common in the nonprofit industry,
reflected in your organization's number of volunteers (a decrease of 4%).
Even though more of your staff are actively engaged in their job, lengthier
workweeks may increase the number of staff that feel burned out. Here you
may assess your rewards package's market competitiveness and invest in
your team and volunteers' mental health.
Finally, given the abundance of competing nonprofits, consider expanding
your reach and increasing the hours during which services like peer support
are offered. Then, you can keep your staff abreast of developments in
technology and cyber security best practices and evaluate training
effectiveness, starting with the hybrid workplace concept.
EXECUTIVE SUMMARY FOR SOURCES
First of all, we would like to note that your organization is one of many facing
difficulties in operating due to the pandemic: 69% of non-profit organizations
said they were experiencing a decrease in income. In addition, the sector
continues to lose several sources of income, including rental income,
donations, and fundraising income from charitable events. At the same time,
there is a noticeable increase in costs in connection with adopting measures to
prevent the spread of COVID-19. Other challenges include increased demand
for services without a similar increase in the ability to provide services and
switching from an in-person communication model with clients to a remote one.
IDENTIFICATION
OF THE PROBLEM
Fishbone Analysis
Our fishbone analysis showed that your organization has several industry-wide
problems: low salaries, employee burnout, underfunding, and difficulty hiring and
retaining workers. However, there are areas for your company's development:
establishing remote work processes, building a training system for employees, and
working with an engagement strategy.
EXECUTIVE SUMMARY FOR SOURCES
STARTER KIT
Excalibur Consultancy recognizes
that the Sources Community
Resources Centre has an
opportunity to collaborate with
public or private organizations to
improve funding. We recommend
that the organization re-evaluate its
total rewards, especially overtime
pay, as most employees might
work longer hours due to labor
shortage. All employees should be
given non-violence crisis
intervention training to help them
safely provide service to disruptive
and aggressive clients.
It prevents crises from escalating
and allows employees to detach to
avoid affecting their mental health.
People need to be appreciated
while management actively
supports them and listens to their
needs. A training program
development model can also be
implemented to measure
effectiveness.The organization
must communicate its expectations
to its employees by “considering
the audience” and ensuring the
delivery style is efficient.
CONCLUSION
After understanding the
organization’s mission to serve its
community and help them be
independent, it has been suggested
that the organization takes a
multifold assessment of the
problem and then makes a long-
term decision that helps them
improve its client uptake and
satisfaction. It is imperative to focus
on people and their needs.
+123-456-7890
services@excalibur.com
www.excaliburconsultancy.ca
EXECUTIVE SUMMARY FOR SOURCES
Using adult learning theory, employee motivation, experience, and self-direction can be
used as a catalyst for training. “Citizenship Crafting” can stimulate employees’ intrinsic
needs, wherein they perform employee-initiated behaviors that best suit the
organizational outcomes. It also helps them readapt to the change as it promotes self-
efficacy. Overall, leadership is suggested to offer more accountability to its people to
transfer that accountability to the clients, which can build citizenship behavior.
REFERENCES
City of Vancouver. (2020). Vancouver’s Non-Profit Sector Current State Analysis. https://vancouver.ca/files/cov/npo-current-state-report-
covid-19-summer-2020.pdf
Facebook. (2023). Sources Community Resource Centres. https://www.facebook.com/SourcesCommunityResourceCentres/
Glassdoor. (2023). Sources Community Resource Centres. https://www.glassdoor.ca/Reviews/Sources-Community-Resource-Centres-
Reviews-E1184987.htm
Google Review. (2023). Sources Community Resource Society. https://www.google.com/search?q=sources+community+google+review
Government of British Columbia. (2023). Non-profit sector. https://www2.gov.bc.ca/gov/content/employment-business/non-profits-sector
Imagine Canada. (2023). Diversity Is Our Strength: Improving Working Conditions in Canadian Nonprofits.
https://www.imaginecanada.ca/en/resource-download/diversity-is-our-strength
Instagram. (2023). Sourcesbc. https://www.instagram.com/sourcesbc
National Council of Nonprofits. (2023a). Nonprofit Sector Trends. https://www.councilofnonprofits.org/nonprofit-sector-trends
National Council of Nonprofits. (2023b). Nonprofit Workforce Shortages: A Crisis That Affects Everyone.
https://www.councilofnonprofits.org/tools-resources/nonprofit-workforce-shortages
Sources Community Resource Society. (2022). Sources Community Resources Society Financial Statements. https://www.sourcesbc.ca/wp-
content/uploads/2022/08/Sources-Community-Resources-Society-FS-Mar-2022.pdf
Sources Community Resource Society. (2023a). Funders. https://www.sourcesbc.ca/about-us/funders/
Sources Community Resource Society. (2023b). Newsletters. https://www.sourcesbc.ca/newsletters/
Sources Community Resource Society. (2023c). Our Services. https://www.sourcesbc.ca/our-services/
Sources Community Resource Society. (2023d). Sources Community Resource Society Annual Report 2021 - 2022.
https://www.sourcesbc.ca/wp-content/uploads/2022/09/Sources-Community-Resource-Society_Annual-Report-–-2021-–-2022.pdf
Sources Community Resource Society. (2023e). Social Wellness for Our Community. https://www.sourcesbc.ca
Sources Community Resource Society. (2023f). Volunteer Opportunities. https://www.sourcesbc.ca/volunteer-opportunities/
The University of British Columbia. (2018). Industry Overview: Nonprofits. https://sba.ubc.ca/industry-overview-nonprofits-0
EXECUTIVE SUMMARY FOR SOURCES
S W
O T
Helpful
to achieving objectives
Harmful
to achieving objectives
External
origin
attributes
of
the
environment
Internal
origin
attributes
of
the
organization
APPENDIX A. SWOT ANALYSIS
EXECUTIVE SUMMARY FOR SOURCES
Mission is related to a clear vision
and a rich history
Diverse clientele with nearly 370
staff from different backgrounds
57 extensive and various programs
and services provided
Positive online reputation and
employee reviews
Strong financing base comprised of
35 donors and society funders
Staff shortage and a 4% decline in
the number of volunteers
Low wages
Problems with permanent funding
a shortage of budget for long-term
initiatives
Produced one newsletter for 2022
High dependence on state
contracts, subsidies, and grants
SEO; increased social media presence;
and marketing and technological
advancements
Increase certain programs’ operational
hours (e.g., Peer support)
Organizational ability to increase
support for employees’ and volunteers’
mental health
Explore more partners among
government agencies and companies
Regular staff training and instruction on
the latest technology developments
Numerous competitors in the
nonprofit sector
Nonprofit Workforce Shortages
Cybersecurity
External expenses may be
substantial
A possible rise in employee burnout
of 36% due to longer workweeks
(SWOT = strengths, weaknesses, opportunities and threats)

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Excalibur's Executive Summary for Sources.pdf

  • 1. EXECUTIVE SUMMARY 2023 Prepared By : Anna Grigoreva Jessie Dela Peña Venus Sachdeva +123-456-7890 services@excalibur.com www.excaliburconsultancy.ca for Sources Community Resources Society
  • 2. INTRODUCTION Excalibur Consultancy is focused on creating solutions for its clients. We are keen on providing help that helps the organization long term and helps them function independently by identifying its concerns. The executive summary consists of a deep analysis of the organization’s operations and provides a study that supports recognizing the issue. A few recommendations are offered as a course of action. EXECUTIVE SUMMARY FOR SOURCES
  • 3. EXECUTIVE SUMMARY FOR SOURCES BREAKING IN Excalibur Consultancy conducted a comprehensive analysis of Sources (see Appendix A). We observed that your firm has adhered to its mission and vision for the past three decades, resulting in a positive online reputation and reviews. Despite having several services, diversified clientele, and personnel, the website generated few records and newsletters. This might be an opportunity to enhance your social media presence and marketing and technology innovations. Additionally, as a nonprofit organization, our study reveals that Sources relies heavily on government and donor financing, which can pressure the organization's ability to continue providing vital services. Therefore, since the costs associated may be relatively high, we advise expanding your public- private partnership. Regarding staffing, workforce shortages are common in the nonprofit industry, reflected in your organization's number of volunteers (a decrease of 4%). Even though more of your staff are actively engaged in their job, lengthier workweeks may increase the number of staff that feel burned out. Here you may assess your rewards package's market competitiveness and invest in your team and volunteers' mental health. Finally, given the abundance of competing nonprofits, consider expanding your reach and increasing the hours during which services like peer support are offered. Then, you can keep your staff abreast of developments in technology and cyber security best practices and evaluate training effectiveness, starting with the hybrid workplace concept.
  • 4. EXECUTIVE SUMMARY FOR SOURCES First of all, we would like to note that your organization is one of many facing difficulties in operating due to the pandemic: 69% of non-profit organizations said they were experiencing a decrease in income. In addition, the sector continues to lose several sources of income, including rental income, donations, and fundraising income from charitable events. At the same time, there is a noticeable increase in costs in connection with adopting measures to prevent the spread of COVID-19. Other challenges include increased demand for services without a similar increase in the ability to provide services and switching from an in-person communication model with clients to a remote one. IDENTIFICATION OF THE PROBLEM Fishbone Analysis
  • 5. Our fishbone analysis showed that your organization has several industry-wide problems: low salaries, employee burnout, underfunding, and difficulty hiring and retaining workers. However, there are areas for your company's development: establishing remote work processes, building a training system for employees, and working with an engagement strategy. EXECUTIVE SUMMARY FOR SOURCES STARTER KIT Excalibur Consultancy recognizes that the Sources Community Resources Centre has an opportunity to collaborate with public or private organizations to improve funding. We recommend that the organization re-evaluate its total rewards, especially overtime pay, as most employees might work longer hours due to labor shortage. All employees should be given non-violence crisis intervention training to help them safely provide service to disruptive and aggressive clients. It prevents crises from escalating and allows employees to detach to avoid affecting their mental health. People need to be appreciated while management actively supports them and listens to their needs. A training program development model can also be implemented to measure effectiveness.The organization must communicate its expectations to its employees by “considering the audience” and ensuring the delivery style is efficient.
  • 6. CONCLUSION After understanding the organization’s mission to serve its community and help them be independent, it has been suggested that the organization takes a multifold assessment of the problem and then makes a long- term decision that helps them improve its client uptake and satisfaction. It is imperative to focus on people and their needs. +123-456-7890 services@excalibur.com www.excaliburconsultancy.ca EXECUTIVE SUMMARY FOR SOURCES Using adult learning theory, employee motivation, experience, and self-direction can be used as a catalyst for training. “Citizenship Crafting” can stimulate employees’ intrinsic needs, wherein they perform employee-initiated behaviors that best suit the organizational outcomes. It also helps them readapt to the change as it promotes self- efficacy. Overall, leadership is suggested to offer more accountability to its people to transfer that accountability to the clients, which can build citizenship behavior.
  • 7. REFERENCES City of Vancouver. (2020). Vancouver’s Non-Profit Sector Current State Analysis. https://vancouver.ca/files/cov/npo-current-state-report- covid-19-summer-2020.pdf Facebook. (2023). Sources Community Resource Centres. https://www.facebook.com/SourcesCommunityResourceCentres/ Glassdoor. (2023). Sources Community Resource Centres. https://www.glassdoor.ca/Reviews/Sources-Community-Resource-Centres- Reviews-E1184987.htm Google Review. (2023). Sources Community Resource Society. https://www.google.com/search?q=sources+community+google+review Government of British Columbia. (2023). Non-profit sector. https://www2.gov.bc.ca/gov/content/employment-business/non-profits-sector Imagine Canada. (2023). Diversity Is Our Strength: Improving Working Conditions in Canadian Nonprofits. https://www.imaginecanada.ca/en/resource-download/diversity-is-our-strength Instagram. (2023). Sourcesbc. https://www.instagram.com/sourcesbc National Council of Nonprofits. (2023a). Nonprofit Sector Trends. https://www.councilofnonprofits.org/nonprofit-sector-trends National Council of Nonprofits. (2023b). Nonprofit Workforce Shortages: A Crisis That Affects Everyone. https://www.councilofnonprofits.org/tools-resources/nonprofit-workforce-shortages Sources Community Resource Society. (2022). Sources Community Resources Society Financial Statements. https://www.sourcesbc.ca/wp- content/uploads/2022/08/Sources-Community-Resources-Society-FS-Mar-2022.pdf Sources Community Resource Society. (2023a). Funders. https://www.sourcesbc.ca/about-us/funders/ Sources Community Resource Society. (2023b). Newsletters. https://www.sourcesbc.ca/newsletters/ Sources Community Resource Society. (2023c). Our Services. https://www.sourcesbc.ca/our-services/ Sources Community Resource Society. (2023d). Sources Community Resource Society Annual Report 2021 - 2022. https://www.sourcesbc.ca/wp-content/uploads/2022/09/Sources-Community-Resource-Society_Annual-Report-–-2021-–-2022.pdf Sources Community Resource Society. (2023e). Social Wellness for Our Community. https://www.sourcesbc.ca Sources Community Resource Society. (2023f). Volunteer Opportunities. https://www.sourcesbc.ca/volunteer-opportunities/ The University of British Columbia. (2018). Industry Overview: Nonprofits. https://sba.ubc.ca/industry-overview-nonprofits-0 EXECUTIVE SUMMARY FOR SOURCES
  • 8. S W O T Helpful to achieving objectives Harmful to achieving objectives External origin attributes of the environment Internal origin attributes of the organization APPENDIX A. SWOT ANALYSIS EXECUTIVE SUMMARY FOR SOURCES Mission is related to a clear vision and a rich history Diverse clientele with nearly 370 staff from different backgrounds 57 extensive and various programs and services provided Positive online reputation and employee reviews Strong financing base comprised of 35 donors and society funders Staff shortage and a 4% decline in the number of volunteers Low wages Problems with permanent funding a shortage of budget for long-term initiatives Produced one newsletter for 2022 High dependence on state contracts, subsidies, and grants SEO; increased social media presence; and marketing and technological advancements Increase certain programs’ operational hours (e.g., Peer support) Organizational ability to increase support for employees’ and volunteers’ mental health Explore more partners among government agencies and companies Regular staff training and instruction on the latest technology developments Numerous competitors in the nonprofit sector Nonprofit Workforce Shortages Cybersecurity External expenses may be substantial A possible rise in employee burnout of 36% due to longer workweeks (SWOT = strengths, weaknesses, opportunities and threats)