Non-Profit Board Retreat and Operating Plan

 

Situation

Local board of prominent national non-profit sought an approach to create clarity of purpose, set priorities and strengthen messaging in the community

 

Solution

A fun, fast paced session that was motivating and engaging for the board members:

• Assimilated the new board president and board members

• Provided an approach for setting priorities and speaking with one voice

• Ensured follow-up actions are in place to execute on commitments

 

Outcomes

• Board members have a deeper understanding and appreciation for one another and left the session feeling heard, aligned and clear

• Message points were developed for board members to speak proactively and positively about the organization’s mission and positive contributions

• A high level plan is in place to strengthen performance in the critical areas of fund raising and volunteerism

• A preliminary dashboard is under development and will be adopted for monitoring progress.

• We are in our third year of of supporting their annual planning process.