Strategic Planning Part 6: The Board Retreat

FromSuccessful Nonprofits Podcast

Start listening View podcast show

Strategic Planning Part 6: The Board Retreat

FromSuccessful Nonprofits Podcast

ratings:

Length:

18 minutes

Released:

Mar 22, 2018

Format:

Podcast episode

Description

The board retreat is among the most important steps of your strategic planning process. This episode shares techniques to ensure your board retreat fully engages participants in the planning process.

Released:

Mar 22, 2018

Format:

Podcast episode

Titles in the series (100)

Successful Nonprofits Podcast brings you fresh ideas and featured conversations with nonprofit thought leaders.

Skip carousel

5 Things Every Fundrasier Should Do Before December 31: We offered tips on how to raise more money at the end of the year (and next year) by: #1: Reminding board members of their annual financial commitments #2: Calling board members who met their annual financial commitments to say “thank you”... by Successful Nonprofits Podcast
8 min listen
Strategic Planning Part 5: Big Bold Goals: From the fifth installment of our Strategic Planning Series, learn how your work group can set long-term goals, a.k.a Big Bold Goals. by Successful Nonprofits Podcast
10 min listen
Executive Transition Planning Series Part 2: Four Types of Transitions: Some leadership transitions are straightforward – the executive director gives a month’s notice before their final day. These are often the simplest and easiest transitions to plan for, but the board needs to prepare for more abrupt and even... by Successful Nonprofits Podcast
8 min listen
Strategic Planning: The Environmental Scan: This Bonus Break is the second installment of a multi-part series about strategic planning. This series is based on a lunch and learned that I presented last month, and I am breaking the lunchtime presentation into several Bonus Break podcasts.... by Successful Nonprofits Podcast
11 min listen
Thank Donors like You Mean It: Are your gift acknowledgement letters connecting donors to your mission? Do you feel that donors cherish your thank you letters? Listen to this bonus break to learn some of the techniques necessary to craft and send sincere thank you letters that... by Successful Nonprofits Podcast
10 min listen
Strategic Planning Part 3: Mission, Vision, Core Values: Create short, memorable mission and vision statements that inspire board members, staff, volunteers, and donors. by Successful Nonprofits Podcast
12 min listen
Strategic Planning Series Part 4: The Work Group: Learn how to identify and recruit the volunteer leaders who will help build your next strategic plan. by Successful Nonprofits Podcast
11 min listen
An Empty Seat is Better Than a Bad Hire: When it comes time to hire a new member, there is a lot of pressure to settle for the candidate that seems sufficient but not stellar. Beware, settling for the short term actually causes more pain in the future. by Successful Nonprofits Podcast
16 min listen
Purpose or Profit? Have Both with a B-corp! A Conversation with Rick Alexander: Rick Alexander, author of Benefit Corporation Law and Governance: Pursuing Profit with Purpose, joins Dolph on the Successful™ Nonprofits Podcast. by Successful Nonprofits Podcast
33 min listen
Executive Transition Planning Series Part 3: Pros and Cons of Executive Director Contracts: We are well underway on this bonus break series about succession planning, and this episode is about the often-discussed, hot topic of executive director contracts. We explore the pros and cons of offering the executive director an employment... by Successful Nonprofits Podcast
14 min listen
All Problems are People Problems, and How to Solve Yours: A Conversation with Brad Wolff, Author of People Problems? How to Create People Solutions for a Competitive Advantage: Brad Wolff, author of the bestseller, People Problems? How to Create People Solutions for a Competitive Edge, joins Dolph to deliver an important lesson: all problems are people problems. Walking us through his origin story, Brad shares the... by Successful Nonprofits Podcast
42 min listen
From Recruitment to Recommitment, Building the Board You Need with Kate Hayes: Kate Hayes of Echoing Green talks with Dolph about the care and feeding of baby boards. by Successful Nonprofits Podcast
34 min listen
Strategic Planning Part 6: The Board Retreat: Strategic Planning Part 6: The Board Retreat by Successful Nonprofits Podcast
18 min listen
Strategic Planning Part 7: Structure Your Strategic Plan like a snowman: We share how to structure your strategic plan, offer hacks for writing your plan, and discuss the ideal length. by Successful Nonprofits Podcast
8 min listen
Accommodate Your Millennial Workers – or Another Organization Will: A Conversation with Larry Velez of Sinu: We invite Larry Velez, founder and CTO of Sinu, to help us understand and accommodate the changing generational landscape in our workplaces. by Successful Nonprofits Podcast
32 min listen
14 Questions to Ask a Prospective Consultant: Dolph Goldenburg offers 14 interview questions that will help ensure you find a good consultant in your local market. by Successful Nonprofits Podcast
14 min listen
Everything You Wanted To Know About Strategic Planning But Were Afraid to Ask: Do you need a new plan? Are you prepared to begin a planning process? by Successful Nonprofits Podcast
11 min listen
Strategic Planning Part 9: The Role and Cost of a Strategic Planning Consultant: Dolph answers the most common question posed to strategic planning consultants: “How much will this cost?” and “What exactly will you do?” by Successful Nonprofits Podcast
10 min listen
Free Resources for Researching Foundations: The ability to research prospective funders and develop a highly targeted list of possible foundations is a key skill that all grant writers must develop. Dolph shares how you can build a list of likely funders, narrow down the list, and create... by Successful Nonprofits Podcast
11 min listen
Send Thank You Letters to Your 2017 Donors: I explain why sending Thank You letters to donors is a guaranteed best practice. by Successful Nonprofits Podcast
8 min listen
6 Tips for More Effective Meetings: Learn how a commitment to attendance, communication, shared agendas, inclusion, participation, and more will warrant more productive meetings for your nonprofit. by Successful Nonprofits Podcast
9 min listen
Take a Vacation!: Taking time off work for self-care is essential. Sure, financial and work obligations are reasons to forgo vacation, but Dolph shares his tricks for making the time to take a trip - - - even when your budget won’t allow a vacation at the Ritz. by Successful Nonprofits Podcast
13 min listen
Executive Transition Planning Series part 1 - Why You Need a Plan: We received such strong feedback on the strategic planning bonus break series, that I’m now offering another series – this one on executive transition planning. In this seven-part series, we’ll discuss What is a transition plan? Why do you need... by Successful Nonprofits Podcast
8 min listen
Be a Standout Candidate, Nail Negotiations and MORE! – Career Advice from Mazarine Treyz, CEO of Wild Woman Fundraising: Mazarine Treyz of Wild Woman Fundraising joins Dolph for a session of career coaching. They share a lot of Amen! moments as they discuss strategies on everything from negotiating a great salary to making the world a better place for all of us.... by Successful Nonprofits Podcast
42 min listen
I've Seen Your Resume, Show Me YOU. Strategies to Get the Director-Level Job with Executive Search Consultant Kevin Chase: In part one of his episode, Kevin Chase shared the importance of honing your professional development to prepare for a director-level job. In part two, Kevin discusses how resume building, negotiation skills, and your personality can help you secure... by Successful Nonprofits Podcast
32 min listen
It is Almost Always Someone You Trust - A Conversation with Tiffany Couch, Author of The Thief in Your Company: Nonprofit fraud is the topic of this conversation with Tiffany Couch, CEO of Acuity Forensics. Sharing true stories of fraud found in her book, The Thief in Your Company, Tiffany breaks down what fraud looks like, who is likely to do it, and how to... by Successful Nonprofits Podcast
40 min listen
Everyone Must Get On Board the Tech Train…or It’s Not Leaving the Station: A Conversation with Peter Gross of Build Consulting: Peter Gross of Build Consulting is a nonprofit technology expert. And he’s here to tell you that the real issue around technology in many nonprofits is not that they have the wrong system. Nope. It’s the failure of leadership to get behind the... by Successful Nonprofits Podcast
32 min listen
Strategic Planning Part 10: Overcoming Objections to Strategic Planning: This is the tenth segment of our strategic planning blog series, and in this final segment, we will discuss overcoming the most common objections to strategic planning. by Successful Nonprofits Podcast
7 min listen
Maurya Couvares Shares the Code to Exponential Nonprofit Growth!: We take a deep dive into nonprofit growth with Maurya Couvares, founder of Code Nation, formerly known as ScriptEd. Having successfully grown ScriptEd from $0 to $3 million in under five years, Maurya gives us the scoop on what that... by Successful Nonprofits Podcast
35 min listen
It’s All in the Power of Counting: A Conversation with Shelby Roberts of SSR Advisors: Evaluation consultant Shelby Roberts joins Dolph to discuss how to squeeze the most out of your data by tracking as you go along. Simply put, start counting! Shelby also explains how she helped implement the strategic plan of Intown Collaborative... by Successful Nonprofits Podcast
37 min listen

More Episodes from Successful Nonprofits Podcast

Skip carousel

Planned Giving: Your Nonprofit’s Guide to Big Impact with Tony Martignetti: My friend, colleague, and fellow podcaster Tony Martignetti was in the Atlanta area and stopped by to record this incredible episode about planned giving. Since my podcast studio is super-small, we recorded this week’s episode at my dining room... by Successful Nonprofits Podcast
37 min listen
Beyond Money: Incentives That Work with Uri Gneezy: Whether you're grappling with salary negotiations, seeking to enhance donor engagement, or aiming to motivate your team more effectively, Uri's expert analysis provides actionable advice tailored for the unique challenges you face as nonprofit... by Successful Nonprofits Podcast
32 min listen
Transforming Struggles into Strengths with Bobby Herrera: In this transformative conversation with Bobby Herrera, author of "The Gift of Struggle," Bobby shares his journey from growing up in a large family where struggle was a constant companion, to becoming a leader who views every challenge as an... by Successful Nonprofits Podcast
36 min listen
Thriving as a Nonprofit Leader: Expert Guidance from Russ Finkelstein: Russ Finkelstein is a seasoned career coach, social entrepreneur, and advisor to founding executive directors. Together we dive deep into the fears that hold leaders back, the importance of authenticity, and the courage required to lead impactful... by Successful Nonprofits Podcast
31 min listen
Amplifying the Voices of BIPOC Leaders with Darren Isom: Today’s guest, Darren Isom, doesn’t love diversity just for the sake of diversity, but because honoring and celebrating diversity is how we all win. BIPOC leaders bring invaluable lived experiences that offer unique perspectives and insights to... by Successful Nonprofits Podcast
34 min listen
How to Make Your Brand and Logo Not Suck with Thom Mozloom and Jason Absher: It doesn’t take much to build an effective brand. Yet many nonprofits struggle and end up investing a lot of time, energy, and money for little return. Today’s guests, Thom and Jason, specialize in helping nonprofits fortify their brand. Together,... by Successful Nonprofits Podcast
40 min listen
Dolph and Lexie's Mailbag Extravaganza: Staffing, Podcasting, & Partnerships: In this episode, Dolph and Lexie dig into some of the most commonly asked questions they receive from listeners and clients. Listen in for expert advice on staffing, podcasting, and partnerships. This episode answers the following questions: Can a... by Successful Nonprofits Podcast
30 min listen
How Much is Your Time Worth?: Understanding the true worth of an hour can transform how you prioritize tasks, delegate responsibilities, and, ultimately, how you contribute to your organization's mission. In this bonus break, Dolph shares practical advice, stories from the field,... by Successful Nonprofits Podcast
13 min listen
Fostering Inclusion at Your Nonprofit with Kia Croom: When the country shut down in March 2020, Kia Croom realized the shift to remote work also shifted justice, equity, and inclusion dynamics. Racial discrimination, racial trauma, and microaggressions didn’t go away, they just changed a little. And... by Successful Nonprofits Podcast
43 min listen
Your Nonprofit Should Start a Podcast with Thomas Murphy: What if you could personally spend time with hundreds of your nonprofit’s supporters every week? Joining them on walks, grocery shopping trips, commutes, dinner preparation, or even whispering in their ear at the gym? For years, I’ve said... by Successful Nonprofits Podcast
42 min listen
Connect Your Team, Amplify Your Impact with Steven Van Cohen: In this episode we delve into the crucial topic of team dynamics, uncovering how loneliness can silently sabotage your team and your mission --- and what you can do about it. Steven Van Cohen is a global leadership consultant, executive coach,... by Successful Nonprofits Podcast
35 min listen
Strengthen Your Leadership Muscle Through Executive Coaching with Johnny Martinez: Successful athletes have coaches. So why shouldn’t you? Well, we think you should! Dive into the benefits of executive coaching with Johnny Martinez, Executive Director of Northern Cares. Johnny joins us to discuss the unexpected benefits he... by Successful Nonprofits Podcast
24 min listen
Transform Your Next Gala from Ordinary to Extraordinary with Joey Goone: Have you ever attended a gala dinner, art auction, or golf tournament that faded from memory all too quickly? It's a common experience. If you're tired of your own event's fleeting impact, then you won't want to miss this episode. We are joined... by Successful Nonprofits Podcast
29 min listen
16 Productivity Apps and Software You Need to Check Out Today: Tech-savvy nonprofit leaders spill the beans on their favorite apps! Discover the game-changing tools they are using to revolutionize their organizations’ operations. Get ready to boost your own efficiency and productivity with these expert... by Successful Nonprofits Podcast
26 min listen
Bolster Your Brand Through Empathy with Tim Leon: Imagine having a superpower that helps people relate to you and your nonprofit. And that superpower also helps you feel happier and more connected with the world around you! Well, that superpower exists. And guess what, it’s empathy! In this... by Successful Nonprofits Podcast
26 min listen
Create a Suicide Postvention Plan for Your Nonprofit with Beth Eversole: Hopefully your nonprofit will never face a suicide among your staff, clients, or constituents. But just as we develop emergency plans for fires and natural disasters, we also need to be prepared in the event of a suicide within our organizations. In... by Successful Nonprofits Podcast
23 min listen
The Secret to Truly Effective Board Onboarding: In this essential Bonus Break episode, Dolph delves into the secret sauce of exceptional board member onboarding. Discover the transformative Triple-I approach - Inform, Initiate, and Inspire - and learn how to elevate your organization's onboarding... by Successful Nonprofits Podcast
18 min listen
The Art of Mindful Marketing with Lindsay LaShell: Today’s guest, Lindsay LaShell, has an important message: Stop wasting your time on random acts of marketing! Instead, make sure your marketing is so well thought out and so well planned that your audience members (be they clients, volunteers,... by Successful Nonprofits Podcast
41 min listen
Revolutionize Your Board Onboarding Process (BB55): Discover innovative Board onboarding techniques that will revolutionize board member engagement at your organization. Dolph provides a step-by-step guide to effective board member onboarding, revealing a multi-stage process that ensures... by Successful Nonprofits Podcast
24 min listen
5 Ways You Can Find Joy at Work with Steve Fredlund: Do you find yourself on auto pilot for days or weeks at a time? Going through the motions of running your organization but not getting joy and awe from your work? Steve Fredlund, known worldwide as The Safari Dude, helps you bring wonder and... by Successful Nonprofits Podcast
27 min listen
Your 5 Goals for 2024: Bonus Break by Successful Nonprofits Podcast
15 min listen
Making the Impossible Possible with Jack Fuller: The holidays are a great time to reset and recharge so we are ready to take a fresh look when we come back in the new year. To help you get ready, join today’s guest, Jack Fuller for a conversation about how to break out of the everyday routines and... by Successful Nonprofits Podcast
40 min listen
Your 4-Day Workweek Blueprint with Jessica Weitzel: In this episode, we demystify transitioning to a 4-day workweek at your nonprofit. Jessica Weitzel joins us to share the blueprint she and her team at Via Evaluation used to develop, implement, and evaluate a 4-day workweek pilot. With Dolph by her... by Successful Nonprofits Podcast
33 min listen
Dolph and Lexie's Mailbag Extravaganza: Launching your Nonprofit, Navigating Career Transitions, & Engaging Your Board in Fundraising: In this episode, Dolph and Lexie dig into some of the most commonly asked questions they receive from listeners and clients. Listen in for expert advice on: Finding a new job after a layoff Filing for your 501(c)3 status Networking and... by Successful Nonprofits Podcast
32 min listen
3 Leadership Insights I Wish Someone Shared With Me 30 Years Ago: As I was preparing for the end of a year-long coaching engagement, a coaching client asked me to share advice wish someone had given me earlier in my professional career. I thought this was a unique twist on the question “What advice would you give... by Successful Nonprofits Podcast
20 min listen
How You Can Start a Nonprofit from Scratch with Genevieve Piturro: A chance encounter with a child without pajamas led today’s guest, Genevieve Piturro, to launch a nonprofit from her living room. Today her organization, Pajama Program, has over 40 chapters across the US and has provided children with over 7.5... by Successful Nonprofits Podcast
36 min listen
Firing a Board Member: At some point in your nonprofit leadership journey, you will encounter a damaging Board member who needs to be removed. But it’s hard to find a playbook for how to handle this delicate situation correctly. In this bonus break, I outline... by Successful Nonprofits Podcast
14 min listen
The Executive Director’s Guide to Managing Board Relationships with Kiersten Hill: In this episode, nonprofit leader Kiersten Hill shares invaluable insights from her own experience as an executive director on developing productive, harmonious relationships with Board leadership. She discusses best practices for maintaining a... by Successful Nonprofits Podcast
33 min listen
5 Fundraising Tasks to Raise Way More Money in the Last 5 Weeks of the Year: There are just five weeks left in the year, and there are five fundraising tasks I want you to implement before December 31. If you don’t already have an end-of-year campaign, make this your year-end strategy. And, if you do have an end-of-year... by Successful Nonprofits Podcast
16 min listen
11 Donor-Tested Ways to Say “Thank You”: This week kicks off the holiday season here in the US, which is a time of reflection and gratitude. It also kicks off giving season. Whether you have a thank-you plan in place or not, make sure you listen in to this montage episode brimming with... by Successful Nonprofits Podcast
20 min listen

Related podcast episodes

Skip carousel

TEI 204: Do you know if your Go-to-Market strategy is ready to go – with Mike Smart: How product managers combine process and metrics to achieve a successful product launch Do you participate in launch planning, or what may also be called go-to-market planning? In some organizations, product managers are directly involved, by Product Mastery Now for Product Managers, Leaders, and Innovators
35 min listen
How to Use Safety Processes to Manage Workplace Safety by The Safety Geek Podcast: Geeking Out About Workplace Safety
21 min listen
117: 27 Formative Assessment Tools for Your Classroom: In this episode, Kasey shares 27 Formative Assessment Tools for Your Classroom! Formative assessment is such an essential part of the learning process and student success, and many digital tools can help support this process. This list has a wide... by The Shake Up Learning Show with Kasey Bell
40 min listen
24: Strategies for Success: Master CMC Development with Gene Lee with Gene Lee - Part 2 by Smart Biotech Scientist | Master Bioprocess CMC Development, Biologics Manufacturing & Scale-up for Busy Scientists
23 min listen
8 Signs Your Strategic Plan Isn't Working by THRIVERS: Impact-Driven Leadership for the Next Normal
38 min listen
Coaching Audit: A Great Way To Improve Your Coaching: In this episode, I share what a coaching audit is and how it can significantly help your overall program and coaching. Things that I cover is: 25+ ingredients of a coaches audit What it means to run a program Strategic elements that you may be miss... by The Volleyball By Design Podcast
31 min listen
Adapt and Evolve, Navigating Change in Agile Digital Marketing | Drew Craig: Drew Craig: Adapt and Evolve, Navigating Change in Agile Digital Marketing Read the and search through the world’s largest audio library on Scrum directly on the . In this episode, Drew shares insights on leading change in a non-technical... by Scrum Master Toolbox Podcast: Agile storytelling from the trenches
12 min listen
Reasons Why Saying "Good Job" is NOT Safety Coaching by The Safety Geek Podcast: Geeking Out About Workplace Safety
18 min listen
Episode 157 – The Project Coach – Boost Project Success by Manage This - The Project Management Podcast
20 min listen
What is Agile? (AGILE 101 for PMP, CAPMs, PMI-ACP) by PMP Exam Radioshow (Project Management)
37 min listen
How to Create a Charter for Your Workplace Safety Committee by The Safety Geek Podcast: Geeking Out About Workplace Safety
17 min listen
How Employee Engagement Makes Safety Management Easy by The Safety Geek Podcast: Geeking Out About Workplace Safety
21 min listen
How to Get a Job in Safety Management by The Safety Geek Podcast: Geeking Out About Workplace Safety
24 min listen
Episode 3: Governance Alpha with Chris Ailman and Ashby Monk by Capital Decanted
107 min listen
Ideas on How to Conduct Safety Meetings Remotely by The Safety Geek Podcast: Geeking Out About Workplace Safety
22 min listen
#22 Developing Leaders for organizational Success: Classic and agile Ways of Executive Education by Human Resources Strategies
41 min listen
Covering Your Basics // Rulebooks for GHG Reductions: An Intro to Reserve Protocols by Carbon Connection
7 min listen
1939: Creating an Effective Dental Operations Manual: On today’s episode, Mark goes over a few key topics, such as the importance of customization in operations manuals. Mark emphasizes the necessity of personalizing the operations manual for each dental practice. Rather than adopting a... by The Dentalpreneur Podcast w/ Dr. Mark Costes
21 min listen
Negotiating ERP Implementations: ERP implementation is a difficult and lengthy process that can make or break an organization. So how does an enterprise roll out the implementation effectively and efficiently? What processes or procedures can smooth the transition from an old system... by Negotiations Ninja Podcast
48 min listen
Common Questions About Strategy Deployment Software by KaiNexus: Continuous Improvement, Leadership, and More
5 min listen
The Basics of Employee Committees by The Safety Geek Podcast: Geeking Out About Workplace Safety
23 min listen
Shared Ownership of Change, Strategies for Effective Agile Transformation | Seye Kuyinu: Seye Kuyinu: Shared Ownership of Change, Strategies for Effective Agile Transformation Read the and search through the world’s largest audio library on Scrum directly on the . In this episode, Seye delves into change leadership within an... by Scrum Master Toolbox Podcast: Agile storytelling from the trenches
11 min listen
Time Is Money by Next Level Leaders with Dr. Joseph Walker, III
21 min listen
What Happens When You Use Root Cause Analysis? by The Safety Geek Podcast: Geeking Out About Workplace Safety
15 min listen
Strategic Thinking by The Champion Forum Podcast with Jeff Hancher
25 min listen
Four Easy Steps to the Basics of Safety Management by The Safety Geek Podcast: Geeking Out About Workplace Safety
28 min listen
190: Creating design processes and workflows: Today on the Design Life podcast, we’re talking about processes and design operations. Writing briefs, developing processes and reviewing workflows are all part of the job, but sometimes it can feel like that’s all we do as designers! If your daily to-do list has shifted away from design, it might be time to start delegating. In this episode we discuss how to use your initiative to accelerate your success, when to improve a process and how to delegate effectively. by Design Life
29 min listen
How to Include Employees in Your Safety Inspection Process by The Safety Geek Podcast: Geeking Out About Workplace Safety
13 min listen
Ep 4: Dr. Katie Linder on Juggling Multiple Projects by Research in Action | A podcast for faculty & higher education professionals on research design, methods, productivity & more
32 min listen
Why design development is important for your pattern designs: A really important step in the design process is the design development phase. This is the phase where you're going to explore and develop lots of different potential ideas that you can use within your pattern designs. In this episode, I give... by Design and Shine
7 min listen

Discover this podcast and so much more

Strategic Planning Part 6: The Board Retreat

Strategic Planning Part 6: The Board Retreat

Description

Titles in the series (100)

More Episodes from Successful Nonprofits Podcast

Related podcast episodes