Our first step is to meet with the client to determine their desired outcome. This initial conversation allows us to customize the workshop or facilitated conversation in order to best meet our client’s needs. Our fee will vary, depending on our time spent preparing for and facilitating the workshop and follow up report or summary, if applicable. Most workshops can be facilitated in person or virtually.
Nonprofit Board Fundamentals
Typically 4 Hours
This half day workshop will introduce new Board members to the nonprofit world, offer a refresher to the seasoned Board member, and help staff to better understand the roles and responsibilities of their governing Board.
Stronger Boards on Purpose
4 Half days or 2 full days
Day 1: Strengths-Based Board Leadership (CliftonStrengths)
Day 2: Purpose Driven Board Development (Board Roles & Responsibilities and the Development Cycle)
Day 3: Powerful Fundraising Practices (Fundraising Best Practices)
Day 4: Leadership with Intention (Effective Board Leadership)
Learn how to strengthen your organization's impact through effective board governance and leadership practices. During this 4-part series you will gain a better understanding of your unique power and edge as a board member using CliftonStrengths®, review the most up-to-date best practices from BoardSource®, gain confidence in "making the ask," and practice skills that will increase your overall effectiveness as a leadership team.
This class will introduce new Board members to the nonprofit world, offer a refresher to the seasoned Board member, and help staff to better understand the roles and responsibilities of their governing Board. We encourage multiple board members from each represented organization to attend if possible, to maximize effectiveness and implementation.
Beyond Work-Life Balance with CliftonStrengths
For more than 50 years, Gallup scientists have been exploring the demands of a life well-lived. More recently, in partnership with leading economists, psychologists, and other acclaimed scientists, Gallup has uncovered the common elements of well-being that transcend countries and cultures. This research revealed the universal elements of well-being that differentiate a thriving life from one spent suffering. They represent five broad categories that are essential to most people:
Career Wellbeing: how you occupy your time – or simply liking what you do every day
Social Wellbeing: having strong relationships and love in your life
Financial Wellbeing: effectively managing your economic life
Physical Wellbeing: having good health and enough energy to get things done on a daily basis
Community Wellbeing: the sense of engagement you have with the area you live
During this workshop we will discuss what a life well-lived means to you and help you create a well-being action plan to achieve your goals
Board Retreats
Lunch or dinner the day before to facilitate broad reflection of the overall organization
Full-day retreat (6 hours)
Sample Retreat Agenda
CliftonStrengths Assessment. Ice-breaker session to establish common language and appreciation for cognitive diversity within the board.
Board Roles and Responsibilities. For seasoned and new board members, this session offers the fundamentals of what serving on a governing board really means.
Fundraising. This session will focus on the critical role of development within the organization and build confidence that everyone really can be a fundraiser.
Fundraising Bootcamp
Typically 1 1/2 Days
(Example: Day 1 9:00 am - 4:00 pm Day 2 9:00 am - 1:00 pm)
This day-and-a-half workshop, for staff and board members, will focus on the critical role of the development function in every nonprofit organization. Understand and apply the steps to create a successful fundraising program for your organization and leave with a toolkit and action steps to put into practice right now.
Making the Ask: You Can Do It!
Typically 4 Hours
During this half day workshop, for nonprofit staff and board members, participants will deepen their knowledge of donor relationship building and gain confidence in what often feels like a daunting task – soliciting donations for your nonprofit organization. Through group activities and practical interactive scenarios, we will cover the how-to’s of “making the ask” – from scheduling the appointment to asking the right questions, from responding to objections to following up after the solicitation.
Creating & Implementing Your Annual Development Plan
Typically 4 Hours
Create an annual development plan that works as hard as you do. This clear plan of action will keep you and your board focused on actual fundraising results. During this half-day session, we will help you assess last year’s fundraising and marketing strategies and create an annual plan for the coming year.