Coaching When You Need It

Strategic Planning for Boards:  Moving from Strategic Plan to Implementation and Planning

  • Summary: Board meets to review strategic plan, SCOT analysis, brainstorming of related initiatives that involves Board members as leaders of new initiatives
  • Intended Audience:  non-profit organization Boards
  • Duration:  4 hours (in 2 parts with break for luncheon or early dinner
  • Audience size:  5-20
  • Fee:   $100/hour; negotiable

Implementing Your Strategic Plan:  Moving to Action Plans and Implementation

  • Summary:  Board and Key Staff meet to plan which initiatives in the Strategic Plan should be turned into part of the action plan including leaders, goals and timelines.
  • Intended Audience:  non-profit organization Boards and key staff
  • Duration:  4 hours (with a meal break midway through the workshop)
  • Audience size: 5-20
  • Fee:  $100/hour; negotiable

Adding Social Media to Your Fundraising Communication Plans

  • Summary:  Development Committee meet to develop social media outreach for fundraising, including action steps and implementation plan with leaders
  • Intended Audience:  Development Committee and development staff and communications staff
  • Duration:  2 hours
  • Audience size: 1-10
  • Fee:  $100/hour; negotiable

Board Development:  Inspiring Boards to Lead

  • Summary: How highly effective Boards can lead their organizations to organizational and financial strength directly inspired by the organization’s mission and vision.
  • Intended Audience:  non-profit organizations including Boards
  • Duration:  1-3 hours
  • Audience size: 5-30
  • Fee:  $100/hour; negotiable

Asking for Money:  Training Your Volunteers to Be Effective Fundraisers

  • Summary:  Boards and key volunteers are your most effective fundraising partners when they have become comfortable with the process.
  • Intended Audience: non-profit organizations including Boards
  • Duration:  1-3 hours
  • Audience Size:  5-15
  • Fee:  $100/hour; negotiable

Capital Campaign Readiness:  Indicators, Testing Assumptions and Advance Planning

  • Summary:  Capital Campaign readiness can be tested by reviewing annual fundraising data and assessing Board and volunteer leadership willingness to undertake a significant project prior to campaign planning.
  • Intended Audience:  non-profit organizations—key development staff and Board
  • Duration:  1-3 hours
  • Audience Size: 5-30
  • Fee:  $100/hour; negotiable

Grant Writing 101

  • Summary:  Grant writing is a process through which you build a case for support, tell why your program can address an identified need and establish outcomes measurements and indicators of program success.  The latter is particularly important in light of priorities set by today’s funders who seek quantitative measurements of program success/progress.
  • Intended Audience:  non-profit organizations, development professionals
  • Duration:  1.5 hours
  • Audience size:  5-30
  • Fee:  $100/hour; negotiable

Stories Tell It All:  Fundraising Appeals That Resonate with Donors

  • Summary:  The most effective appeals are those that tell stories of the impact your organization or program has on a patient or a client or a donor’s life.
  • Intended Audience:  non-profit organizations, development professionals
  • Duration:  1.5 hours
  • Audience size:  5-30
  • Fee:  $100/hour; negotiable

Event Planning and Training for a New Digital Audience

  • Summary:  Review plans for current special events and develop future plans for incorporating the new digital audience and specific “crowdfunding” techniques that appeal to a New Digital Audience
  • Intended Audience: Development Committee, development staff, communications staff.
  • Duration:  2 hours
  • Audience size: 1-10
  • Fee:  $100/hour; negotiable