案例研究

非营利组织接受定制的管理服务方法

2021年11月1日

概述

作为华盛顿国民棒球队的官方慈善机构, Washington Nationals Philanthropies (WNP) champions opportunities for all residents of the greater Washington region to thrive by inspiring investment in the community. Since 2008, the organization has distributed over $8 million in grants to community partners. 除了, 2人以上,000 individuals have participated in programming associated with WNP’s signature initiative, 华盛顿国民青年棒球学院.

Background

The Washington Nationals organization is intent on matching their team’s success on the field with impact on the local community. And like a World Series champion team, this requires the right players in the right positions.

Until 2018, the Washington Nationals Baseball Club operated two distinct nonprofit entities. 而是为了更有效地完成他们的使命, the organization initiated a process of merging their two nonprofits into one organization, 以WNP为幸存实体.

“合并这两个组织有很多原因,约翰·布莱莱特说, WNP首席运营官, 从合并中发展起来的非营利组织. “We saw many efficiencies that would be unlocked–most important being our ability to effectively develop the resources to simultaneously support and amplify nonprofits delivering essential services in our region and deliver our own program at the academy.”

The Washington Nationals believed that the merger would help the organization broaden their philanthropic commitment to the greater Washington region and achieve their goal of being a leader in the community. 在战略规划过程的早期, WNP chose to pursue a managed service provider that had a strong finance and accounting 外包 (FAO) practice.

2019年,WNP聘请了泰特 & 试着评估他们的金融基础设施, 实施最佳实践并管理会计程序. 不久之后,RSM US LLP收购了Tate & 泰伦. It didn’t take long for WNP to realize the benefits of the firm’s tech-enabled FAO approach and deep nonprofit experience.

“It was an opportunity to get complex questions answered by nonprofit experts and institute best-in-class systems for the new organization,Bramlette说. “We were specifically looking for a provider with technology experience and the ability to help us build infrastructure that could support rapid growth.”

一起工作

With its depth of experience and keen understanding of the nuances of the nonprofit industry, RSM团队能够执行快速诊断评估. RSM established a foundation for success by uniquely analyzing WNP’s structure around people, 开发量身定制的解决方案的流程和技术.

Bramlette说:“RSM并没有试图强迫我们采用统一的方法. “They looked at the things that make us unique and brought solutions that made sense for us.”

我们的目标是帮助WNP从他们的财务结构中获得更多的收益——更大的可见度, 更有远见,更有决策权. These objectives aligned well with both RSM’s focus on tech-forward solutions and its overall FAO approach.

Bramlette表示,WNP打算创建一个基于云计算的金融平台, 同时考虑到组织员工的需求. 这一接触是长期的,但WNP立即看到了结果.

“马上, 我们可以通过一个新的软件平台看到这一点, 某些金融功能完全数字化, 我们可以节省相当多的时间,Bramlette说. “新功能使我们能够轻松回答问题, 更快地处理事务, 并确保更有效地利用关键vwin娱乐场官方——员工时间.”

强调利用人力资本始终是一个优先事项, 但在大流行爆发时,这一点尤为重要. 订婚初期, 在大流行爆发之前, RSM had implemented new technology systems that provided WNP with a higher level of business continuity. RSM resources and digital technology enabled a seamless transition to a remote working environment.

布拉姆莱特说,这两个团队都很好地应对了COVID-19的挑战. He adds that this phase of the project exemplifies how RSM’s efforts went beyond its focus on the financial elements. The firm had become an advisor that uses its experience to support WNP’s leadership.

“RSM has been a thought partner throughout our time working together,Bramlette说. “It’s been great to see our teams interacting with each other more and in ways that are productive. 随着订婚的进行,我们都变得更加熟练了.”

定制方法

Bramlette强调WNP是一个有特定需求的组织. 其中一个因素是与华盛顿国民队明显的密切联系. A second factor is WNP’s role as a grant-making institution that funds many community initiatives, while still simultaneously securing funds to operate and manage the youth baseball academy.

“由于许多原因,我们与许多其他非营利组织不同. 这尤其要归功于我们与专业运动品牌的合作. 然而, 作为一个独立的非营利性实体, it is vital that we pair the benefits of that affiliation with a sense of ownership and responsibility among our staff to maintain a best-in-class nonprofit operation. 有效地管理我们的财务是至关重要的.”

With such a distinctive environment, it was imperative for RSM to be flexible in its approach. Bramlette说,RSM已经做到了这一点,即使交战已经演变. 尽管RSM的重点仍在WNP的财务状况上, the firm’s work has had a positive effect on the organization’s leadership and overall prioritization of human capital. Bramlette说,具体的项目和工作任务可能已经改变, 但该组织的目标没有改变.

“当我们合并两个非营利组织时, 我们想要更加高效和灵活, 并且对我们的系统有更多的了解,Bramlette说.

胜利的团队

RSM的定制解决方案帮助实现了这一目标, Bramlette说, 因为该公司愿意根据WNP不断变化的需求改变其方法. He adds that the themes of visibility and flexibility have remained consistent in all the work that RSM has done with the organization, even while managing the stresses of the pandemic and the nuances of WNP’s specific environment.

该组织成为该地区慈善领导者的动力依然强劲. Bramlette pinpoints several ways in which RSM’s nonprofit experience and FAO approach have proven vital to increasing WNP’s effectiveness. Among the positive results are a budget process that is administratively easier yet offers more structure, 增强技术, 更有效的系统和流程, 并随时获取及时的财务数据, 对组织准确且有意义.

We have leaned on RSM for the implementation of new approaches and it’s difficult to imagine executing that implementation without RSM’s help.
约翰•Bramlette WNP首席运营官

WNP和RSM显然是一个为社区利益而努力的成功团队.

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