Jean Roberts

Jean Roberts: Publications

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• Successful Submission Writing – for Business and Nonprofits 3rd Edition

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Successful Submission Writing – for Business and Nonprofits, 3rd Edition (Jean Roberts, 2009), published by Wilkinson Publishing of Melbourne, Australia

The focus of this book is the person or group writing the submission or grant application – and offers a 10-step model for successful submission

This 3rd Edition provides greater depth to each of the 10 Steps and 9 worksheets – consequently expanding your potential to:

• improve your strike/success rate with submissions, grant applications, proposals, estimates, quotes and tenders,
• reduce the costs associated with preparing these documents,
• contribute to the skills associated with preparing these documents being readily acknowledged as core business competencies,
• assist government departments, and philanthropic trusts and foundations, in inviting and assessing submissions, proposals and tenders, and
• assist commercial and nonprofit organisations in preparing to outsource.

The 10-Step Model of Successful Submission Writing clearly places development of the project plan ahead of completing the application form.

Your submission needs to be a positive, powerful and persuasive marketing tool:

• as well as being the vehicle for your project proposal, the submission document should present a positive, powerful and persuasive case for your company or organisation.
• it therefore has the potential to be both a marketing and educational document, informing the assessors of the uniqueness and strength of your company or organisation, the benefits for them in accepting your project, and expressing readiness to enter into negotiations prior to signing the contract and commencing the project.

A successful submission is one that not only wins the money or contract, but also ensures that you will be able to satisfactorily fulfil the contract – and complete the submission project.

Committee-itis – a light-hearted look at the pitfalls and pleasures of sitting on a committee

Despite the best intentions of its members, a committee can easily fall victim to the dreaded committee-itis virus.

This illness can invade the body of a committee – or the body of a member of a committee. This book examines a wide range of committees – including kindergartens, schools, youth groups, body corporates, workplaces, communities, community organisations.

Committee-itis de-mystifies committee dynamics and procedures, offers diagnoses and examines a range of remedies and survival strategies. It then moves on to explain various infection-avoidance techniques.

Committee Members’ Handbook

A ‘how-to’ and ‘how-not-to’ for those who join the community of a club, association, council or other nonprofit organisation

This book is a guide to the role and responsibilities of the voluntary committee or board in delivering services to members, service-users and the wider community. It looks at why anyone would accept a voluntary management position – particularly at a time when money is hard to find and community needs are escalating.

Competitive Tendering

From the 1970s and onwards – including many tools for nonprofit organisations to assist with forward planning

How to write a competitive tender

Tendering begins with a healthy appreciation of the concept and practice of outsourcing.

A successful tender is one that not only wins the job, but also ensures that the project offered in the tender is followed through to a successful conclusion.

Tendering is a core business activity and growth strategy. It should be a natural follow-on from your strategic and business plans.

The Left and Right Brain Business

Linking organisational effectiveness with individual job satisfaction

It’s easy to be confused by other people’s behaviour. It’s just as easy to be confused by your own. We can all look back across a number of years and recall particular occasions and relationships where we wish things had worked out differently or better. Or we can wonder why, at other times, everything seemed to go so well, almost without any effort on our part.

Riding the Waves of Community Development in Australia

From the 1970s and onwards – including many tools for nonprofit organisations to assist with forward planning

Community-based organisations are now providers of contracted service providers rather than groups of like-minded people offering services or assistance to people with a need, interest or aspiration. Legislative frameworks for service standards and accreditation have become highly sophisticated, leading to an increasing requirement for continuous quality improvement – in many cases through external audits.

Managing Governance in Nonprofit Organisations in Australia

Managing Governance in Nonprofit Organisations in Australia – includes a CD ROM with more than 500 pages of practical checklists and tools and all 44 of Jean’s Library of Issue Papers

This book and CD introduces the © Jean Roberts Governance Framework, 29 Building Blocks and 44 Units, developed by the author through 30 years of active involvement with the Australian nonprofit sector. Each Building Block is a critical success factor which, if not functioning or operating to the desired level of quality, effectiveness and performance, may place an organisation at risk.

Governance Kit 3: Personal responsibilities of nonprofit Board Members

Personal responsibilities of nonprofit Board Members – including code of conduct, conflict of interest, confidentiality, and loyalty to the organisation’s purpose

This Kit focuses on the individual Board or Committee member – whether office bearer or ordinary member. The message is that each Board member is responsible for her/his words, conduct and behaviour as a Board member: and this responsibility is legal as well as moral, ethical and social.

Nonprofit Board membership is similar to for-profit Board membership in relation to the nature and extent of responsibility. The language is different, as are the structure and processes: however, the risks are similar, as is the need for careful attention and diligent behaviour.

Governance Kit 2: Partnership Relationships

Partnership Relationships – linking policies with improved work practices at governance, management and operational levels of activity

This Kit addresses the increasing practice in the nonprofit sector for independent and autonomous organisations choosing – or being required – to work closely with other independent and autonomous organisations to undertake a collaborative project.

The purpose of a partnership relationship can be different or additional to, but compatible with, the purpose of each party in the partnership.

Governance Kit 1: clarifying the roles and responsibilities of nonprofit Board Members, and self-appraisal of their performance

Clarifying the roles and responsibilities of nonprofit Board Members, and self-appraisal of their performance

A practical resource for nonprofit Boards and Committees, this Kit sets out the basic information to inform a nonprofit Board of the role, responsibilities and accountabilities associated with the governance role and function.