Center for Community Futures
Phone: 510-339-3801
Fax: 510-339-3803
Mailing Address:
Center for Community Futures
P.O. Box 5309
Berkeley, CA  94705


Click this link for information about the CAA Salary Survey Report 2014.

New from the Center:


Jim Masters has published a Kindle book: Musings and Rants of an Old White Guy

Jim Masters has described life from birth to decrepitude. From Ancestors to the Zoo, his witty and insightful commentary about life and family will entertain and inform you. An Amazon Kindle book for $3.99. Order it here:





Teresa Wickstrom has published a Kindle book: My Friend Tom: A Journal of God-Given Friendship

This is a real-life journal detailing the friendship of Tom (who has traumatic brain injury) and Teresa (who means well) and includes the surprises, goodness, and frustrations of dealing with people, bureaucracy, living in poverty, and life challenges. It can be ordered via Amazon for $4.99 or via PayPal for the PDF version at



National Community Action Partnership 50th Anniversary Convention:

Workshop Wednesday, August 20, 3:30 p.m.: History of Community Action by Jim Masters, CCAP and John Buckstead

PRESENTATION Past Present and Future Partnership Convention 2014 (.ppt)

History Outline 5 eras and 8 stages  (.doc)

HISTORY for annual conference program 50th anniversary of EOA (.doc)

Workshop Thursday, August 21, 1:30 p.m.: Learning Community on Poverty Trends: A Report of the Findings by Jim Masters, CCAP and Allen Stansbury

Summary of the Learning Cluster on National Trends  (.ppt)

DRAFT of the White Paper - updated December 29, 2014. (.pdf)


January 2015 Partnership Management and Leadership Training Conference, Dana Point, CA

Workshop 1.  Why Millions of People Can No Longer Make a Living (.ppt)

* Bibliography - NCAP New Year for Action Strategy (.docx)

Workshop 2.  Strategies for Helping People Make a Living: A Review of the Second Draft of the White Paper

* Overview of The Learning Community on National Trends (.docx)

* Economy (.docx)

* Human Development (.docx)

* Alternative Approaches to Making a Living (.docx)


New Jersey organizations: Please click here for the CFS Wage and Benefits Survey

  Policies On Your Drive 2014  
  Review Ready! Workbook or E-File for Head Start Programs with current requirements  
  Salary Survey Report of Local Head Start Programs 2012  

Information and Registration for the Summer Institutes for Head Start:

Head Start Management: July 28-July 31, 2015, San Francisco, CA

Basic Skills 1 and 2: June 15-19, 2015, UC Berkeley campus


The Center for Community Futures offers Wage and Benefits Comparability Study services.

  The Center for Community Futures also offers:  

* Head Start Program Policies and Procedures Updating Services (PAPA-UP). Click this link for our proposal in PDF format.

  * Community Assessment Services  
  * Strategic Planning  


America's New Working Poor: Its Former Middle Class
  Blog by Allen Stansbury

Allen Stansbury has started an excellent new blog about America’s new working poor and the decline of the middle class.  His work will explore income disparity in the US, and the international ranking of the US in key areas.  Recall the fable of the frog. When placed in a pot of cold water that is slowly heated to boiling – the frog dies before realizing what is happening. The same is true for working Americans. They are failing to notice that their economy has been in a slow, evolving process where the US middle class is losing income and assets.  The American Dream is being eroded. 

This blog is for those who work in the war against poverty. You are experiencing new participants in your programs. These are America’s new working poor, and the former US middle class, who were rarely out of work. Most of them are educated, and would like to get back to their lives if they could get a job. However, they now must rely on unemployment checks, food banks, and other poverty programs.

Like all good bloggers, Allen has a point-of-view.  You may or may not agree with him on every specific conclusion, but I think you will agree with most of his findings that show that both the middle class and the working poor are in serious trouble in this country.  You are welcome to post your comments at each section of this blog.

Unlike most blogs, Allen’s information is heavily documented. Where possible the blog posts are taken directly from source material that will be useful to you and your organization. Every day, there is new information being published on the decline of America’s middle class. The blog site will post new information as it comes available.

The blog is located at

Links and files related to this blog are available at

Now includes links to weekly postings!

Family Development and Case Management Summer Institutes for Head Start Programs click the link for general info; takes place at UC Berkeley campus.
Head Start Summer Institute for Management at the Holiday Inn at Fisherman's Wharf in San Francisco, CA. Please click link for info on the Management Institute.
bullet Strategic Planning Seminars for Local Head Start Programs at your site, by the Center for Community Futures

For Local Head Start Programs

Policies and Procedures Management:


Policies On Your Drive 2014

  Policies On Your Drive 2014 for Local Head Start Programs is a handy, comprehensive and thoroughly referenced printed policy manual and CD-Rom, based on the September 27, 2013 for FY 2014 Monitoring Review Protocol’s structure and referenced regulations, plus all of the performance standards, to bring your program’s policies and procedures up-to-date and in compliance with the new review tool.
It includes hundreds of draft policies and procedures ready for your program’s editing, review, and approval process, with links to applicable performance standards and review questions.
bullet Policy Manager Two   Policy Manager Two is software for managing the thousands of Federal regulations and Performance Standards AND for managing policies and procedures, area plans, review questions, responsibilities, and more.
Click here for free tutorials (in PDF format).
bullet Review READY! Workbook 2014   Use the handy Review Ready! Workbook and/or NEW Electronic File to help get ready for your next Federal review. See how each FY 2014 Monitoring Protocol Key Indicators, Compliance Measures, and Targeted Question relate to the text of the Federal Regulations and Performance Standards. Assess your status and track progress on meeting each requirement. Note who is responsible for what and when. Keep track of corrective actions needed or taken. Manage the updating process. Share program information and progress. Show the Reviewers how well your program is doing. Printed Workbook is $195.  Electronic file is $174 for any number of e-mail permissions.
bullet Reference Map of Regulations, Monitoring Protocol Review Questions, and Related Policies   Indispensible 563-page PDF file shows the text of the Performance Standards, with CFR references; the text of the Federal regulations that apply to Head Start, with code references; references to the FY 2012 On-Site Review Protocol review questions that apply to the requirements; references to the Policy IDs and Policy Subjects from Policies On Diskette; and is sorted by CFR number for easy navigation. Use it to see if you have policies and procedures in place as needed. Use it to see the text of the regulations related to the Monitoring Protocol review questions. Use it as a handy reference tool – nearly 10,000 regulations in one document, cross-referenced to our draft policies.
MapReference Electronic File.  The contents of the MapReference.pdf file in an electronic version for easy sharing, editing, and using among Head Start program staff.
You must provide an e-mail address for us to send this file. $70. By Teresa Wickstrom.
bullet Policies And Procedures Analysis and Updating Process(PAPA-UP) for Head Start Programs   We can help make your program’s policies and procedures complete, thorough, and up-to-date.
Additional Essential Resources for Head Start Programs:
bullet Parent Survey System   Use our services to help conduct a parent evaluation of the quality of your Head Start program.
bullet Community Assessment: A How-To Guide for Local Head Start Programs   A real-life example of a Community Assessment and a workbook describing methods for you to use to produce the exact data you need for your Community Assessment to meet Head Start standards. By Elizabeth W. Morris, Ph.D. Updated in March, 2011.
bullet Community Assessment Services: Proposal   We can help you with your program's community assessment.  Call Jim Masters at 510-339-3801 for info.
bullet One exmaple of a large-scale community assessment   Santa Clara County: Please click this link for more information.
bullet Salary Survey Report of Local Head Start Programs 2012   The Salary Survey Report of Local Head Start Programs 2012 is now available. All Head Start programs who submitted their survey before the extended deadline of November 16, 2012 got a discount on the cost of the Report.

The results of this study include data on:
• 134 key Head Start positions, from Accountant to Volunteerism Coordinator;
• Fringe benefits and leave practices, including data on:
  o Insurance coverage: Health, Dental, Life, Disability, and Vision (single and dependent);
  o Tuition reimbursement;
  o Retirement benefits;
  o Vacation days and sick leave;
• Personnel policies, including:
  o Paid holidays
  o Paid maternity leave
  o Workweek hours
  o Flex time and job sharing
  o Mileage reimbursement rates
  o COLA and Merit Pay increases
  o And more.

See also information on getting Individualized Comparisons.
bullet Summer Institutes  

Family Development and Case Management Training

Basic Skills 1 and Basic Skills 2 Summer Institutes training based on ACF-IM-HS-12-05, Head Start and Early Head Start Relationship-Based Competencies for Staff and Supervisors who Work With Families, at UC Berkeley;

Management Institute in San Francisco, CA for Head Start Management.

Also available: Case Management for Head Start Programs - the Handouts from the Summer Institutes

bullet Assess the Knowledge and Skills of Family Workers: Training Needs Assessment    

Head Start Recruitment! Finding Customers for Head Start Programs

  This Recruitment! workbook presents the essential principles of successful marketing and applies the proven strategies used by the private sector to attract customers. It provides tools and how-to's for you to develop recruitment strategies that work and help you meet your goals. 
bullet Web Site design, development, and maintenance   We can help you develop a web site for your Head Start program.
Agency Management
bullet Capacity Building and Training Needs Assessment


Perceptions of Quality and Results for Community Action Agencies signup info in PDF

bullet Case Management for CAA's
bullet Community Action Agency Salary and Benefits Survey 2014
bullet CAA Disaster Planning and Relief Efforts
bullet Monitoring for Change 
bullet ROMA: Results Oriented Management and Accountability workbook free download!

Community Action Partnership 2011 Conference Workshops by Jim Masters
bullet Succession Planning
bullet Comparing Theories of Poverty
bullet Definitions and Measures of Poverty
The OCS Project to Develop a 21st Century Model to End Poverty
  Click here for the Table of Contents.
  Click on a link to download these Word documents, or click here to view these Free documents from the OCS Project to Develop a 21st Century Model to End Poverty:
  1. SECTION 1 of Maximizing Personal Potential for National Prosperity: A blueprint for changing the way this country thinks about and addresses povertyThis is the summary, the first 41 pages of the original document.

  2. The rest of the document: Maximizing Personal Potential for National Prosperity: A blueprint for changing the way this country thinks about and addresses povertyThis is a LARGE file, over 450 pages in Word, starting on page 42.

  3. Reference Table of Federal programs addressing poverty (Excel) (consolidation of three tables included in #2 above)
National Conversation on Poverty and Economic Security (NCPES)
  National Conversation on Poverty and Economic Security, May 29-31, 2007 in Bethesda, MD. Sponsored by the Partnership, NASCSP, NCAF, and CAPLAW.  Funded by OCS and the Ford Foundation.
  * For the program, please click here.  
  * For the transcripts of discussion groups, please click here.   

* For the Video and Audio files, please click here.


Social Enterprise

1. Download the FREE file on Social Enterprise Development Process (MS Word)

2. Download the FREE Social Enterpise Manual and Tool Kit, in Word or PDF format.

3. Hire Jim to help out!

4. Order the Handouts from the Social Enterprise conference, November 2002. $75.

5. Other resources.

6. Get info for future conference.

Community Development
bullet Community Leadership
bullet Community Leadership Development Training April 2005 in Knoxville, TN


bulletHow to Start and Run a Farmer's Market

bulletHow to Start and Run a Janitorial Business

bulletHow to Start and Run a Local Currency Program

bulletHow to Start and Run a Resale/Thrift Shop

bulletHow to Start and Run a Secondary Wood Products Business

bulletHow to Start and Run Lawn Care and Gardening

bulletHow to Start and Run Sidewalk and Mall Vending/Carts and Kiosks

CAA Board Members Toolkit
Developed for Cal/Neva on an OCS contract.

CAA Roles in Disasters

  OCS hired us to look at how CAA's had been involved in several disasters that took place from the 1960's to 1994.  We interviewed 108 CAA's that had been involved in Hurricanes like Hugo, Iniki and Andrew, or that had helped on fires, floods, tornados and other calamities.  There have been a LOT of disasters over the years that resulted in an official Presidential Declaration.  The findings were shaped into 59 "lessons learned."   Download the free report by clicking here.
Opinion Papers and Book Reviews by Jim Masters
  Click on the links below to access the review in Microsoft Word format. (Right-click and select "Save Target As..." to download the file. If your system asks for a password, click on the Cancel button.)
  1. Plusses and Issues on automating most or all of the application process for transfer payments including LIHEAP, Food Stamps, SSI, TANF, etc. (Both Texas and California are working on this approach for TANF). By Jim Masters, updated August 17, 2005.

  2. Let's Get More Clear about Managing the Amount of Social Control. By Jim Masters, September, 2004.

  3. Why Comparing the War on Poverty with Welfare Reform Won’t Work.  By Jim Masters, updated August 16, 2005.

  4. Rebuilding the Program Development Function: Stop "Waiting for Godot!"  By Jim Masters, April 13, 2005.

  5. How to Guarantee Pensions for Poor People – Just Like the Private Sector Does It. By Jim Masters,  September, 2005

  6. Welfare Reform?  We're Still Waiting! By Jim Masters, August 2004.

  7. Why Some Historic Anti Poverty Strategies No Longer Work. By Jim Masters, August 2005.

  8. (Re-)Defining and Measuring Poverty: Challenges and Opportunities. By Jim Masters and Teresa Wickstrom, July 21, 2004.

  9. Symbiosis: Symbiotic Relationships. By Jim Masters, February 2005.

  10. Want to Get People out of Poverty? Replace Maslow's Hierarchy of Needs with Masters Circles of Strength. July, 2004.

  11. The Current Era. Where America is today.  February 27, 2004.

  12. Stop Calling Them Clients!  Eliminate the use of obsolete terms. August 6, 2004.

  13. Thoughts on Leadership and Succession Planning. Where we are. April, 2004.

  14. Social Values and Public Policy: From Opportunities to Rights and Back to Opportunities (.htm) January 26, 2005

  15. Outcomes for Head Start as Related to ROMA Goals. October, 2004.

  16. Poverty Knowledge: Social Science, Social Policy and the Poor in Twentieth-Century U.S. History by Alice O’ Conner. Book review by Jim Masters, January, 2005.

  17. Common Intake Forms and Other Efforts at Service Coordination and Integration by Jim Masters, Sept 10, 2004
  18. Ending Poverty by Muhammad Yunus. April, 2004.

  19. Human Services Futures: A Strategic Visionby Jim Masters. 1986.

  20. Background Information About Work and Income by Jim Masters

  21. What is Work? What Can Nonprofits Do? By Jim Masters

  22. Innovation and Entrepreneurship, By Peter Drucker. 1985 Harper and Row.

  23. Years of Poverty, Years of Plenty: The Changing Economic Fortunes of American Workers and Families, University of Michigan, 1984, Greg J. Duncan. $14.50 in paperback. 

  24. The Capitalist Revolution, by Peter L. Berger, Basic Books, Inc., Publishers, 1986. Excerpts from pages 58-68.

  25. An Overview of Continuous Quality Improvement by John Johnston and Jim Masters. February, 2003.

  26. APHSA American Public Human Services Association:  Reflections of 75 Years of Excellence in Public Human Services, interviews with Barbara Blum and Jule Sugarman by Jim Masters. March 2005.

  27. Use Your Meeting Planning to Help Keep Your Field Vibrant and Growing, November 2004, by Jim Masters.

  28. Return to Original Mission:  The Self-Sufficiency Imperative for Community Action Agencies, written by Karl S. Pnazek, CAA Director at CAP Services in Wisconsin. January 2006.
  29. When There Is a LOT of New Money, by Jim Masters. updated sm March 25, 2009.
  30. Smart Spending: CSBG Stimulus Money, by Jim Masters.updated smApril 2, 2009.

  31. ROMA:  Results Oriented Management and Accountability

       * New Antipoverty Strategies Needed April 2004.

       * ROMA Workbook: Peeling the Onion (.doc) January 2000.

       * What CAP Needs to Do Now (A Conversation) between Jim Masters, John Buckstead and Bob Clark. April 2006.

  32. Next Phase:  New Anti-Poverty Strategies Needed by Jim Masters.

  33. Evolution of Antipoverty Strategy in 27 transitions, February 2004  (.doc)

  34. See Jim Master's Letter to the Editor published in the San Francisco Chronicle 3/1/2013, "Head Start fosters learning atmosphere"

  35. DISASTER Report Summary Case studies (PDF)

  36. DISASTER RESPONSE and Planning in the CSBG network Report from 1994 (PDF)

  37. Capacity Building and Training Needs Assessment (.doc)


OEO and CSA Instructions

in PDF format

  1. OEO Instruction 7850-1 earlier version of the Standards of Effectiveness, May 1969

  2. OEO Instruction 7501-1 Roles of the State Economic Opportunity Offices, March 1970

  3. OEO Instruction 6001-01 Means of Carrying Out a Community Action Program, May 1971

  4. OEO Instruction 6001-03 Characteristics of Eligible Activities, May 1971

  5. Standards of Effectiveness CSA Instruction 7850-1a July 1975 (the middle years)

  6. OEO Instruction 6320-1: The Mission of the Community Action Agency. November 16, 1970, Donald Rumsfeld. (Referenced by David Bradley in his July, 2005 article in the NASCSP Newsletter). Click here for the file in PDF format.

  7. CAA Evaluation Workbook in Word

  8. OEO and CSA Evaluations 1965-1981 (PDF)

  9. OEO Instruction 6100-1a Program Accounts Dec 1971 (PDF)

  10. OEO Administrative History Nov 1963 -- Jan 1969 (PDF)

  11. CSA Instruction 1100-1 Mission of the CSA November 1978 (PDF)

  12. Evaluation article by Bob Clark (.docx)

  13. Type 3 Evaluation Overview and workplan outlines for the CAAs in Sonoma and Kern October 1979 (PDF)

  14. Type 3 Detailed Evaluation Plan for Sonoma County CAA January 1980 (PDF)

  15. GPMS Training Guide #4 on Evaluation and Assessment for CSA Field Representatives (PDF)

  16. GPMS Trainers Module VII on Evaluation Requirements August 1980 (PDF)

  17. Letter from Don Sykes to Thomas Green on allowable uses of CSBG (PDF)

  18. The First Existential Crisis (June 28, 1968) (PDF)

Conference Planning, Meeting Planning

bullet Meeting/Conference Planning Software: CAPERS  free demo!
bullet Conference/Meeting Planning Services
bullet Use Your Meeting Planning to Help Keep Your Field Vibrant and Growing paper

Web Site Design and Development


We'll build your site: Web site design & development for nonprofits

Our People


Jim Masters, Idea Generator


Matt Klapperich, Office Manager


Allen Stansbury, Senior Associate


Teresa K. Wickstrom, Senior Associate/Webmaster


Jeff Wickstrom, Technical Support


Current Projects

Order Online

Click here for a complete list of our publications, and the order form for publications and software.

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