CZI Grant Partner Training Sessions

The Chan Zuckerberg Initiative is committed to helping you scale change faster. We do this through grants, technology and capacity building. With training, consulting and coaching we support the CZI community to grow key capacities, tools and organizational building blocks to unlock greater impact over the long-term.

To help support the CZI community working tirelessly to achieve their goals, become more resilient, and respond to unfolding crises we’ve assembled a collection of expert trainings valuable to the grantees across CZI portfolio areas. Please sign up for the trainings that you’re interested in below.

In these sessions, expert trainers* will provide advice on how to best approach these challenges teach new skills and practices, and answer questions that you and your community may have. These training sessions will last approximately 90 minutes unless otherwise indicated. If you’d like to provide feedback or request additional trainings for your organization please contact CapacityBuilding@chanzuckerberg.com.

*Note: The trainers leading these CZI-sponsored sessions are not employees of the Chan Zuckerberg Initiative. The views and advice they will present are based on their deep experience in their respective fields and do not represent the advice of CZI.

Current Sessions

Please register for each session below.

Core Concepts of Race, Equity, Identity, and Actions Your Organization can take: 4 Part Series

Hosted by The Justice Collective, Principal Consultant and Head of Growth and Expansion, Danielle DeRuiter-Williams, Senior Consultant and Manager of Growth and Expansion, Shaniece Alexander and Senior Consultant, Josh Ente

This four part series, hosted by Danielle DeRuiter -Williams, Shaniece Alexander and Josh Ente, is a primer in understanding and beginning your personal and your organization’s journey in racial equity. While some are new to these concepts and others have studied them in-depth, it is important that we continue learning and updating our knowledge.  Please feel free to invite your team members to attend this training and begin to develop a shared language around the core concepts of race, equity and identity. While the concepts in these sessions build on each other, it is not necessary that you attend them all. Please join when you can and you can always request recordings of previous sessions below on our website.

These four sessions will include discussion elements with breakout groups: please come ready to engage in conversation with other organizations.

1) Key Historic Knowledge Foundations for Equitable, Inclusive and Anti- Racist Organizations

In this session The Justice Collective looks into the historic frameworks that institutions are built on and steps to addressing racism in organizations.

This presentation will cover:

  • How to create a supportive space to have conversations about race and grow as individuals and as organizations
  • Key historic U.S. events, policies and frameworks that have led to the current racially divided, unjust system
  • Critical frameworks to understand the organizational role in proactively becoming a more equitable, inclusive and anti-racist organization
  • Next steps for engaging your teams

July 30 @ 9.30 am PDT / 12:30 pm EDT – Register here

2) Shared Language for Equitable, Inclusive and Anti-Racist Organizations

Building on the training sessions above, this presentation will cover:

  • A brief grounding to create a supportive space for this conversation in this session and in your organization
  • An introduction to key terminology around race, equity, identity, racial justice, bias and more
  • Concrete next steps on how to consider with your team how equity issues show up in your organization’s mission and practice

August 6 @ 9.30 am PDT / 12.30 pm EDT – Register here

3) Leveraging Your Leadership to Advance Equity, Inclusion and Anti-Racism in your Organization

Building on the training sessions above, this presentation will cover:

  • A brief grounding to create a supportive space for this conversation in this session and in your organization
  • An introduction to understanding individual identities, privilege and allyship
  • What does it mean to be a leader for equity, key concepts of empathetic leadership, communication and decision-making
  • Next steps for continued practice

August 13 @ 9.30 am PDT / 12.30 pm EDT – Register here

4) Practical Applications for Creating more Equitable Inclusive and Anti-Racist Organizations

Building on the training sessions above, this presentation will cover:

  • A brief grounding to create a supportive space for this conversation in this session and in your organization
  • What it means to be an equitable, inclusive and anti-racist organization
  • Concrete next steps organizations can take in their internal processes, decision-making, mission, and operations to move forward in this journey
  • Long-term and ongoing practices to continue to improve as organization

August 27 @ 9.30 am PDT / 12.30 pm EDT – Register here

Sustainability in Practice: Keeping Ourselves and our Organizations Strong as we Tackle Important Issues.

Hosted by Building Movement Project Strategic Advisor, Deepa Iyer

Maintaining individual and organizational sustainability has become a critical question for people leading movements for justice and liberation. The pandemic and the uprisings have exposed the racial inequities and disparities that have long been present in the United States, and they have revealed the importance of social change organizations and movements. The work of tackling these issues is important and long-term. How can we sustain ourselves as individuals and organizations in response to this moment and also for the long run? How do we anchor ourselves within our social change ecosystem?

This presentation will cover:

  • Practices for self sustainability during times of difficult and important conversations and systems change
  • Practices for organizational sustainability during times of important change in the short and long term
  • What are the ecosystems we operate in as organizations and how we can support each other in the hard work of social change

Financial Health for Nonprofits: 3 Part Series

Hosted by Cooperative Impact Lab, Consultant, Josh Wolf and FMAs Lead Consultant, Gina McDonald

1) Building Financial Systems: Early Stage Finance, Forecasting and Accounting at Your Nonprofit

It can be a struggle for any Executive or Senior Leader for small and medium sized nonprofits to convey priorities and expectations for the finance and accounting of their organizations. In this session Josh Wolf will cover how organizations can establish the financial foundation to sustain your operations and grow your impact. Participants will engage in conversation and share their experiences.

This presentation will cover:

  • Core principles and practices of accurate financial reporting
  • How to apply the basics of informed financial forecasting
  • Fundamentals of anti-fraud financial measures and accounting

August 4 @ 9.30 am PDT / 12.30 pm EDT – Register here

2) Assessing Financial Health and Resilience

Assessing financial health is a critical component that weighs into how, when, and what decisions need to be made. An understanding of your organization’s financial health with the values of financial resilience at the forefront help ensure you are driving towards goals that consider immediate needs, long-term sustainability, and remain true to your mission. This webinar presented by FMA will help you assess where you are and provide tools to aid in decision-making.

This presentation will cover:

  • Understanding your financial position and current resources available
  • Grounding financial decision-making in values
  • How to prioritize your financial goals
  • Walk-through of key financial health indicators including liquid unrestricted net assets (LUNA) and cash on hand

August 25 @ 10.00 am PDT / 1.00 pm EDT – Register here

3) Financial Scenario and Contingency Planning

While nonprofit organizations cannot predict the future, they can begin to anticipate how they would adjust to a variety of major and minor shifts in their original strategic plans and budgets so that they are equipped to make difficult, complex decisions as financial or human capital crises arise in the months ahead. Building potential scenarios and back up plans can give leaders, their staff, boards, and funders the confidence they need to press on and continue to deliver on programs. FMA will cover the basics of scenario planning that is especially needed during this time.

  • Guiding principles for successful scenario planning processes
  • Participatory processes organizations can use to weigh options, implications, and trade-offs
  • Questions to consider when accounting for key revenue and expense drivers
  • How to use tools available to undertake scenario planning

September 1  @ 10.00 am PDT / 1.00 pm EDT – Register here

FMA Clinics for Help with PPP / SBA loans:

FMA is offering free clinics which are an opportunity for you to ask questions of an expert about how to manage your Paycheck Protection Program loan after it has been approved and disbursed and how to prepare and apply for loan forgiveness. To register, please visit the FMA website. Topics will include:

  • Managing Your Paycheck Protection Program Loan & Forgiveness 202
  • Navigating the Forgiveness Process and Application 302
  • For more info and to register for clinics: please visit FMA.

Key Management Practices with a Race Equity Lens: 4 Part Series

Hosted by The Management Center Vice President, Adriana Barboza, Vice President, Carmen McClaskey and Partner, Jamilyn Bailey

1) Hiring Superstars

Managing the makeup of your team is one of the most important pieces of being a manager. Hiring well takes work, but it’s worth the effort. While so many hiring efforts pull us to move quickly (since we needed these folks to start yesterday), this session will offer frameworks to integrate intention and equity in your process to build the talented team you really need.

This presentation will cover:

  • Ways to determine what qualities you’re really looking for
  • How to effectively spot those qualities during the assessment process
  • Concrete practices on how to identify and mitigate implicit bias along the way

This is a 2-hour training session, including a break part-way through.

September 24 @ 9.00 am PDT / 12.00 pm EDT – Register here

2) Setting Organizational Goals with an Equity and Inclusion Lens

As grantees strive to advance mission-critical work inside and outside of our organizations, goals can be powerful tools to drive focus, prioritization, alignment, and accountability. Done well, goal-setting can also help create guardrails to identify and prevent disparate impact and inequity in our outcomes.

This presentation will cover:

  • Why goal setting is important
  • Frameworks to set goals for your organizations work internally and externally
  • How to apply the SMARTIE framework to goal setting to make goals actionable and equitable

We recommend participants come ready to practice with real-world scenarios.

October 1 @ 9.00 am PDT / 12.30 pm EDT – Register here

3) Investing in the Development of Your Team: Core Practices of Equitable People Development

Investing in the growth and development of our staff is critical to getting better results in the long run, and it’s also essential for cultivating and retaining a highly engaged team. Yet, too often inequities play out in who is getting the attention, investment, feedback, and support needed to grow in their roles. We know from research and lived experience that there are persistent patterns of disproportionate turnover and barriers to promotion for people of color in the nonprofit sector. By being proactive and bringing a racial equity lens to staff development, managers can help interrupt these inequities.

This presentation will cover:

  •  How to cultivate belonging and invest in the growth and development of your team over time
  • Frameworks for spotting and mitigating implicit bias in evaluation and feedback
  • Ways to give effective feedback and address performance issues with an equity lens

This is a 2-hour training session, including a break partway through.

October 22 @ 9.00 am PDT / 12.00 pm EDT – Register here

4) Skills for Receiving Feedback as a Manager with a Focus on Diversity, Inclusion, Culture and Equity

Google “feedback is a gift” and you’ll find enough quotes to fill a high school yearbook. It is critically important that we create the environment for members of our team to give DICEY feedback (that’s feedback related to diversity, inclusion, culture, equity, and you). It’s often not an expectation or norm for staff to give feedback to their managers and giving feedback is trickier and riskier when there are power dynamics at play. On top of that, feedback on DICEY issues can be especially stressful for staff to share, which means you may not get that important feedback until it’s too late (if ever).

This presentation will cover:

  • Frameworks on how to make it easier for your staff to share DICEY feedback so that you can build trust and psychological safety, and identify and resolve issues sooner
  • How to respond when someone shares feedback related to diversity, inclusion, culture, equity, or your management
  • How to pause, really understand what’s coming up, and engage to build trust, and strengthen relationships with our colleagues

This is a 2-hour session, including a break partway through. We recommend participants plan to participate for the full session and come ready to practice with real-world scenarios.

October 29 @ 9.00 am PDT / 12.00 pm EDT – Register here

Reprioritization and Scenario Planning with a Focus on Covid Impacts

Hosted by The Management Center Partner, Marissa Graciosa

Whether you’re the head of an organization, the leader of a team, or an individual contributor, our current context of COVID-19 requires you to reprioritize your work. To prioritize well amidst so much uncertainty and with so much at stake, leaders also need to plan for multiple possible realities. In this session, The Management Center will offer practical tools for leaders to support reprioritization and scenario planning in this changing environment.

The session will explore ways to:

  • Normalize renegotiation of priorities with staff and stakeholders
  • Stay committed to impact and equity when reprioritizing
  • Plan for multiple scenarios, including actions and decision-points for each path

Remote Onboarding and Setting New Staff Up for Success

Hosted by The Management Center Partner, Nancy Hanks

We have heard from many grantees that bringing on new staff is difficult during this time of remote work. You’re likely facing tricky questions about how to set the stage for new staff during a pandemic, when most or all of the team is remote. While the concept of onboarding can sometimes be reduced to a set of policy manual orientations and welcome lunches (which are certainly important), we see the onboarding phase as a critical period of setting staff up for success.

This presentation will cover:

  • Key tips for adapting onboarding to this moment of remote work and uncertainty
  • Best practices for helping build alignment, clarity, and team relationships with new staff
  • Systems for effectively staying engaged with new staff from the start

Coaching Sessions

Based on your feedback, we are offering a round of coaching sessions from our expert trainers on four topics:

  • Financial Strategies: Financial Management During COVID
  • Governance: Engaging Your Board
  • Communications: Messaging this Moment
  • Management: Staff Management and Remote Teamwork

If you are interested in this round of coaching please fill in the form below and we will match you to remaining time slots.

Previous Sessions

You can request access to resources and recordings from previous sessions below.

Tackling Management Challenges: 3 Part Series

Hosted by The Management Center Vice President, Carmen McClaskey, Partner, Marissa Graciosa, and  Partner, Jessica Anderson

Based on your specific requests we have added more management-focused sessions below from The Management Center.

How to Actually Re-Prioritise Your Work when the Environment Changes

It’s not news that whether you’re the head of an organization, the leader of a team, or an individual contributor, our current context of COVID-19 requires you to reprioritize your work. Like most things, the process of reprioritization is easier said than done. In this session, The Management Center will offer practical tools for senior leaders to support reprioritization in this changing environment.
The session will explore ways to:

  • Practice and normalize renegotiation of priorities with staff and stakeholders
  • Reassess what success looks like with a lens on prioritization
  • Stay committed to impact and equity when reprioritizing
  • Systematize engaging with staff on their priorities

Request Recording

Managing Up and Sideways In a Changing Environment

The Management Center teaches management best practices that help leaders at all levels work to get great results. In addition to supporting managers, each year, TMC trains thousands of non-managerial staff on practices for effectively executing impactful work on a team. In this session, participants will learn approaches to get what they need to be successful in their roles, particularly in the context of this uncertain, and rapidly changing environment.

The session will cover practical ways to:

  • Get (re)aligned with managers and colleagues on what success looks like
  • Leverage check-ins to get support and stay on the same page throughout the work
  • Breakthrough roadblocks and get unstuck with managers and colleagues

Request Recording

Effective Delegation Tools and Goal – Setting for Coordinating Remote Teamwork

Delegation is the backbone of effective management. It’s how we ensure staff at all levels are making critical contributions to our programs and mission. In this moment of physical distancing, rapid change, and uncertainty, delegating well poses new challenges and important opportunities. In this session, The Management Center will highlight best practices shared in their Managing to Change the World book and crash course and will highlight strategies for adapting delegation in the time of COVID-19.

Participants will learn:

  • Tools for agreeing on expectations and clarifying project roles
  • Ways to integrate equity and inclusion into delegation practices
  • How to strategically stay engaged and create accountability and learning along the way

Request Recording

How Do We Deal With This Moment? Practices for Resilience and Preventing Burnout

Hosted by AllThrive Education facilitators, Wendy Martinez-Marroquin, Jonathan Relucio, and Danielle Ancin

AllThrive Education facilitators Wendy, Jonathan, and Danielle have decades of collective experience working at the intersection of social justice and trauma healing. They bring the wisdom of embodied mindfulness and restorative circle practices to support the sustainability, efficacy, equity, and wellbeing of those working for a more just and sustainable world. The purpose of this two-hour workshop is to support and nurture resilience in the time of COVID-19 and beyond. Topics include:

  • Burnout prevention and trauma healing as essential aspects of sustained movement building
  • Embodied mindfulness practices for anchoring our attention in the present and regulating the nervous system
  • Connecting with and learning from community
  • Identifying ways to strengthen resilience and generate possibilities in times of crisis and collective trauma

Please note this is a 2-hour interactive workshop.

Digital Fundraising: Diversifying Online Fundraising During Covid

Hosted by Becker Digital Strategies Founder, Beth Becker

Online Fundraising can be difficult in the best of times, but right now it’s even harder to raise the funds we need to do the work while balancing and respecting what our communities are going through. This session will help you to navigate this difficult dance by:

  • Discussing the differences and similarities between offline and online fundraising in general
  • Offering suggestions for how best to respect your community and the difficulties they may be going through
  • Showing you how to make the best use of some of the social media fundraising tools at your disposal

Asana Basics

Hosted by Asana Customer Success Manager, Samantha Sorkin

This interactive training is perfect for teams and individuals just getting started with Asana, a web-based project management tool. The training will cover the basics of task management including how to create projects and tasks in Asana and how to keep your team updated. This training was referenced during our remote management training with Nicole Sanchez as a helpful solution for managing teamwork.

Online Facilitation 101

Hosted by Training for Change Trainers, Shreya Shah and Matt Guynn

Training for Change has innovated with tools and techniques for experiential and engaging online facilitation. This webinar is a starting place to gain immediate tips and tools for online work and to learn about other resources available. We’ll explore and demonstrate tools and techniques you can use to facilitate virtual meetings that are engaging and inclusive, regardless of your team’s technology or budget. Attending this training will increase your team’s ability to make decisions that include all voices and build strong relationships over distance.

This webinar is a starting place to gain immediate tips and tools for online work.

  • Tips for facilitating meetings and trainings online
  • Tools for powerful online spaces
  • Learn about more resources and trainings

This is an interactive workshop. Come prepared to participate fully.

Community Call: Connecting with Others on Challenges and Innovative Solutions to Advancing Your Mission During COVID

Hosted by The Mobilisation Lab Trainers, Nicole Carty and Sara Renn

The Mobilisation Lab equips advocacy campaigners and their organizations to win in the networked age with transformative, participatory and creative approaches to social change.

In this interactive session, we will create a space to learn from each other and find out how organizations are innovating in response to this crisis. We will dive into:

  • Challenges we are facing in engaging our communities and working on our issues
  • Innovations and ideas we’re testing out as we shift our work during these times 

This session will be a 2-hour interactive workshop with breakout groups.

Managing As A Leader: Best Practices 3 - Part Series

Hosted by Vaya Consulting Founder, Nicole Sanchez

Management Techniques For Distributed Teams: Getting Into The Weeds On Effective One-On- One Meetings And Team Dynamics In Remote Work Environments

Following Nicole Sanchez’s excellent Crash Course on Remote Management Training. We heard a high demand for a deeper dive on this topic. Here it is! Join us for a presentation and discussion of best practices in remote management and getting into the weeds on how to execute key management principles in a remote environment. We will cover:

  • How to keep communication flowing reliably
  • How to collaborate in new and sustainable ways
  • How to conduct healthy one-on-one meetings with staff

Request Recording

Leading In Times Of Extraordinary Change

In this session Nicole Sanchez will address best practices in a variety of areas such as:

  • How to be the type of leader your organization needs at this time
  • Understanding the type of leader your community needs at this time
  • How we can rise to the occasion and bring others with us in this time of extraordinary change

Request Recording

How to Navigate Feedback and Interpersonal Conflict In Remote Work Environments

In all work environments feedback is essential. Conflict can be harnessed for good. Bias can be mitigated. All three, when working in conjunction, can build inclusive organizational culture. Come and learn how we can establish good practices around this as many of us transfer to remote work environments during this time.

Request Recording

Connecting Online With Your Community

Hosted by Becker Digital Strategies Founder, Beth Becker

Beth Becker brings 20+ years of communication and marketing background in the digital space to nonprofits, social service and social justice organizations. In the age of COVID-19 many organizations have to rethink their engagement strategies to be digital first as they continue to pursue their goals in time of sanctuary and social distancing. One important piece of this strategy is learning and practicing how to maintain and deepen the relationships we have with our existing community using digital tools. This webinar will cover:

  • Strategies for encouraging your existing community to join your online community
  • An overview of platforms available to assist you in this transition
  • Best practices for creating and managing Facebook Groups

Communications: Messaging The Moment

Hosted by LightBox Collaborative Founding Partner, Holly Minch and Writer and Media Strategist, Janna Zinzi

LightBox collaborative helps nonprofits, philanthropies, and other organizations jump-start creative thinking, build strategic clarity, and spark action to advance causes that matter. The coronavirus pandemic and resulting economic fallout call on organizations and movements to pivot quickly. While the old rules fall away, new norms and narratives are emerging. It is important that organizations have the tools to adjust their messages and connect with new and existing audiences in relation to what is most pressing at this time. In this session, we’ll offer:

  • Communication tools to pivot your message in this moment
  • Opportunities to ensure that your organization’s messaging is keeping up with the times
  • Ideas to open strategic pathways toward a shared future that benefits the community at large

Digital Organizing In a Rapidly Changing World

Hosted by Do Big Things CEO, Cheryl Contee, Dir. of Data & Research , Sam Marx, Sr., Research Analyst, Abigail Ahoude. 

This webinar, hosted by Do Big Things, will introduce key digital relational organizing strategies to organizations and address how these strategies and related tactics will allow them to reach a wider, more dedicated audience of new and existing supporters during this national state of emergency. Topics will include:

  • How to pivot key messaging in light of COVID-19
  • Adjust to traditional broadcast organizing strategies
  • Make the most out of tools already on hand
  • Build capacity
  • Optimize your messaging over time through testing and measurement

G Suite And Google Hangouts 101 Training

Hosted by Maven Wave, G Suite Change Manager, Agnes Horvath

Maven Wave helps leading companies make the shift to digital with solutions that are agile, rooted in analytics, and built in the cloud. At this time of COVID-19 many organizations are looking to bolster their access to tools for online collaboration. Maven Wave is the Google Cloud Services Partner of the Year for North America – for the third year in a row. This session will cover how to use a variety of free Google products:

  • What is G Suite?
  • How to use G Mail, Calendar, Docs, Sheets, Slides.
  • Google Hangouts
  • Collaboration with and without the internet
  • Google Drive and how best to organize it
  • and more!

ZOOM Training for Managing Remote Teams During COVID-19

Hosted by ZOOM’s Tyler Morrone and CZI IT Department

Many organizations are learning how to use Zoom for the first time as COVID-19 has changed work environments and membership interactions. Zoom Basic is free to all non-profits and can be accessed here. This training will cover the basics: Meeting Scheduling, Joining, Adding Hosts, Chat, roles and features for participants and hosts, and other tips to navigate video conferencing.  There will also be time for questions. 

Financial Strategies During COVID-19

Hosted by Fiscal Management Associates Founder & CEO, Hilda Polanco

In these unprecedented times, nonprofit organizations are being challenged in a variety of ways, including shifting staffing structures, sudden changes in service delivery or capacity, and a potential loss of revenue. These changes put the financial health and resilience of nonprofits at risk as they navigate the current reality while staying mission-focused. Hosted by Fiscal Management Associates, this webinar will address some of the key areas organizations should focus on and provide tools they can use in the short term including:

  • Grounding financial decision-making in data and your values
  • Understanding your current financial position and what current resources are available
  • Levers to increase resources available for immediate response
  • Tools for cash flow and scenario planning to plan for the short term

Engaging Your Board in Big Decisions During COVID-19

Hosted by Susan S. Meier, Principal, Meier and Associates

The pandemic has changed the world seemingly overnight, and as community leaders we must respond quickly in the short term while also anticipating the ‘new normal’ that will follow. What is the optimal role of the nonprofit board as we navigate our way through this challenging time? What are the most important questions we should be asking? How does a board add the greatest value in a time of crisis? Both executives and board leaders are invited to join us for this webinar hosted by Meier and Associates to explore how we can best engage with one another during this difficult time.

Crash Course In Remote Management

Hosted by Vaya Consulting Founder, Nicole Sanchez

Given the scale and spread of Coronavirus, many managers are now faced with the task of remotely leading their teams for the first time. This session, led by Nicole Sanchez, founder of Vaya Consulting, will break down best practices for remote management during this challenging period. She will cover topics including:

  • Team communication & connection
  • Conducting meetings & 1:1s
  • Flexibility, deliverables, and team morale
  • Mental health and self-care
  • and more.

We will also answer your pressing questions about managing teams during the spread of Coronavirus and its impact on your team and workplace.

Slack Introduction

Hosted by Slack Customer Success Manager, Robin Tran

Whether you work remotely 100% of the time or find yourself navigating this situation for the very first time, working at a physical distance can pose a unique set of challenges. Slack is here to help, and there is an accessible free version. We’ll first walk through some basics to get you oriented within Slack, and then introduce best practices tailored to remote work situations. We’ll highlight specific tactics within Slack that you can put into practice right away, or bring back to your team.

Things you’ll learn:

  • How to use Slack’s channel-based messaging platform to work effectively wherever you are
  • Tried-and-true best practices to keep your team engaged
  • How non-profits organizations use Slack to make an impact

Try Slack for free today! Click here to get started.