Happy Spring!

Bring growth and vitality to your business with an infusion of energy, fresh ideas, and new knowledge--take a class, attend a workshop, and participate in a networking event. Perhaps you're ready to hire new staff, or even shift gears in your professional life. Piggyback on the natural energy boost that comes with lengthening days and warmer weather to spring into a new chapter of success with your business, nonprofit, or career. See a list of opportunities below!

Ready to Hire?

Already growing this spring? Clarity can help you recruit and hire new employees! We offer a full suite of Human Resources solutions; in addition to coordinating hiring activities, we can also help you develop new employee benefits programs, create employee handbooks, and protect you from liability. If you'd like to have a conversation about your human resource needs, contact us at (360) 385-9963, or hr@clarityei.com

Ready for a New Adventure?

Clarity is seeking a resourceful, experienced Finance Director/Consultant to work with a variety of non-profit and small business clients. Flexible schedule; we welcome applicants seeking part-time of full-time work. Accounting degree and senior financial management experience required; CPA qualifications and consulting experience a plus. Based in Port Townsend. Please send resume and cover letter including desired salary to hr@clarityei.com.

Upcoming Events

April 15thFree public screening and networking event featuring the film "Tomorrow," 1-5:30 pm at Chimacum HS Auditorium & Commons, 91 West Valley Rd, Chimacum. Conversation topics covered will include local food, energy, transportation, waste, education, health and wellness, affordable housing, emergency preparedness, environment/climate change and the local economy. For a taste of this inspiring movie, check out the trailer

Event sponsors include: Local 20/20, Chimacum School District, Port Townsend Film Festival, Rose Theatre and Students for Sustainability. 

April 17th: Jefferson County Chamber Lunch Meeting with Lorna Mann, Director of the Port Townsend Visitor Information Center. 12- 1 pm, Fort Worden Commons. "Tales from the VIC: Find out how a presence in the Visitor Information Center can help your business and hear some of the weird and wacky questions that the VIC fields 7 days a week."

April 18th & 19thStarting a Business & Business Planning, with Tina Flores-McCleese. 9:30 - 1:30, Elwha Heritage Center, 401 E 1st, Port Angeles. Part of the "Small Business Series" hosted by the Elwha Klallam Tribe. $25, or $75 for the whole series. Call 360-417-8545 x 2909 for more information or to reserve a seat.

Earth Day! Saturday, April 22, 2017. Consider rounding up your employees and commit to a few volunteer hours to support and build community. Volunteers are invited to help on several downtown Port Townsend cleanup/weeding and painting projects from 9 am to 12 noon. Contact the Port Townsend Main Street office at 360 385-7911 or email admin@ptmainstreet.org if you would like to volunteer for the Earth Day Spring Clean-Up activities – or organize something of your own nearer to home! 

April 24th: Marketing & Social Media for Your Business, with Courtney Nestler of Bright Light Solutions. 9:30 - 1:30, Elwha Heritage Center, 401 E 1st, Port Angeles. Part of the "Small Business Series" hosted by the Elwha Klallam Tribe. $25, or $75 for the whole series. Call 360-417-8545 x 2909 for more information or to reserve a seat.

May 1stJefferson County Chamber Lunch Meeting with Earll Murman & Jay Bakst. 12-1 pm, Port Townsend Elks Lodge. Learn about LEAN thinking, and the work that Earll and Jay have been doing to help grow a LEAN community in Jefferson County. 

May 8th: HR Basics: Managing the Human Side of Business, with Candace Monroe of Clarity Enterprises. 9:30 - 1:30, Elwha Heritage Center, 401 E 1st, Port Angeles. Part of the "Small Business Series" hosted by the Elwha Klallam Tribe. $25, or $75 for the whole series. Call 360-417-8545 x 2909 for more information or to reserve a seat.

May 9th: Jefferson County Chamber After Hours Mixer at the Port Townsend Library. 5:30 - 7:00 pm, PT Public Library. Come for networking, food, drinks, and fun!

May 15th: Advanced: Marketing & Social Media for your Business, with Courtney Nestler of Bright Light Solutions. 9:30 - 1:30, Elwha Heritage Center, 401 E 1st, Port Angeles. Part of the "Small Business Series" hosted by the Elwha Klallam Tribe. $25, or $75 for the whole series. Call 360-417-8545 x 2909 for more information or to reserve a seat.

May 17th2017 Washington State Nonprofit Conference, Bellevue Meydenbauer Center. Gather with over 700 nonprofit leaders from our state, and learn about increasing equity, staying current, and going green. To learn more and register, follow the link above.

May 30th: Advanced HR Solutions: Flexible & Creative Strategies to Manage Your People, with Candace Monroe of Clarity Enterprises. 9:30 - 1:30, Elwha Heritage Center, 401 E 1st, Port Angeles. Part of the "Small Business Series" hosted by the Elwha Klallam Tribe. $25, or $75 for the whole series. Call 360-417-8545 x 2909 for more information or to reserve a seat.

It's budget time!

Plan for budgets now!

As this year comes to a close I remember that endings always make me think about beginnings. They give me an opportunity to re-evaluate and to re-assess. I usually take this time of year to re-commit or newly commit the use of two of my available resources: time and money. I think about balance, I think about what I love and what I am missing. Then, I plan.

The process of planning always opens up a whole new world to me.

piggy-bank

Everything is a possibility and there are endless paths to take. Where do I want to travel? How much time do I want to take off?   How much time will I devote to piano lessons? Will I be able to increase the charitable donations I make? Do my kids really need the latest/greatest tablet? (Year two on list to Santa...)

Sometimes taking that first step feels overwhelming... But, I do love the idea of spending the month of December in Mexico. (I could play piano there, seek out a children's center to support... )

Welcome to the world of budgeting! You have possibilities, you have priorities and you have resources to spend to get where you are going. While you may feel at a loss to figure out where to start or how to find joy and possibility in the process - it all begins with the first step and re-framing any past perceptions of the task.

Really taking on budgeting for your organization can be more than rinse and repeat. It's your opportunity to put your plans for the upcoming year into action. It is the time to take a good hard look at what is working and what isn't, whether there is balance and whether you are heading down the path you really want to go. Your data already tells that story (or it should, anyway). Building your budget is the process of creating the story you are planning to tell.

So, let's get started!

Step 1: Dedicate the time

  • Make an appointment (or several) with yourself on your calendar to work on creating budget
  • Give yourself a treat, a special blend of tea, conducive music (something to make you look forward to the time)

Step 2: Create or use a template

  • Your system may allow exporting of your data in the desired format
  • You can use paper or excel spreadsheets that can be edited for your business
  • Computer programs like Excel can give you the added benefit of tying variable amounts to assumptions to calculate 'what if' scenarios more easily
  • Your budget should cover 12 to 24 months of business operation

Step 3: Start where you are, with what you know (Income, expenses, loan payments)      

  • Pull together historical info about each category by month
  • Review the comparison of budget versus actual. Make changes in your new budget document as needed

Step 4: Add what you are planning (changes known or predicted)

  • Do you need new categories?
  • Are there uses of cash to consider (asset purchases, loan repayments, etc)

Step 5: Ask yourself some questions:

  • Are you in alignment with your organization goals?
  • Does this budget reflect what you value most?
  • Are there trends (industry or seasonal) you can learn from or incorporate?
  • Are your ratios in line with industry standards?

Step 6: Tweak it until your income and expenses balance (this is the tough one)

  • Revisit and scrutinize all categories (Income and Expenses)
  • Shop your fixed expenses annually to see if you can find a better deal (phone, insurance, leases, etc)
  • If you provide health benefits, consider HSA/HRA's Flexible Spending
  • Work to reduce or eliminate debt to lower interest expense
  • Try to keep enough cash on hand to take advantage of discounts or good deals
  • Build in some cushion

The power of your budget is immense. Your budget causes you to think through how your organization is planning to fulfill the work ahead. It puts those plans and changes into black and white, making them real, actionable. Having numbers attached to your plans helps us put those visions and plans into action by giving us something to measure against as we begin to make progress.

Are you feeling inspired to do it right now? Good for you - go get 'em! If you feel like you need a little more to get going, or some further technical assistance, contact us – clarityei.com.


tina

Tina Flores-McCleese is the owner of Clarity, a firm providing financial consulting, workshops, one on one training, and grant management for non-profits and small businesses. Clarity helps non-profits and small businesses through organizational transitions with an eye towards the future, so your organization can accomplish what you really want to.
You can reach Clarity at 360-385-9963 x1, or www.clarityei.com