Workshops & Retreats


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.


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.


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.


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 of worksheets and action steps to put into practice right now.


BOARD ROLES & RESPONSIBILITIES

THE BOARD DEVELOPMENT CYCLE

THE BOARD’S INTEGRAL ROLE IN RESOURCE DEVELOPMENT

THE EFFECTIVE LEADERSHIP TEAM 

Effective Board leadership and governance is critical to the success of any nonprofit organization. This series 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. Take away a set of tools and best practices to strengthen your board and maximize your organization’s success.

Nonprofit Board Fundamentals

Two full days (but can be spread over 3 or 4 shorter sessions if preferred)


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.

Board Retreats

Lunch or dinner the day before to facilitate broad reflection of the overall organization

Full-day retreat (6 hours)


Don’t see what you need here? We can create a custom workshop or retreat plan to fit your needs.