board retreats are a critical, annual competent of board governance. and, equally important, board retreats facilitate the creation – and curation – of a healthy board culture. so, to get them to come—and really want to be there—you need to create a focused, meaningful, and enjoyable experience for everyone. after meeting with nonprofit and board leadership, it’s a good idea to have brief “input” conversations with some or all board members to understand their views, gather topic ideas and get participants excited about the retreat. using the information from your leadership planning meeting and input conversations, craft an action-focused agenda that incorporates the retreat’s purpose and desired outcomes. stop the status and progress reporting! as you create the agenda, decide what output you want from each session and plan for how to capture key issues, ideas, resources, outcomes and action steps from each session. consider supporting materials, resources and preparatory work that is going to help your board members stay focused and digest information.
communicate with board members throughout the planning process to answer questions, remind them about pre-work and help them with logistics. having outside facilitation helps every participant fully engage in the retreat and their responsibility as a board member. for a retreat to be worthwhile, participants must know their ideas and decisions will actually go somewhere after the event. board retreats can be powerful events that help clarify your vision, address complex issues and energize a board. with collaborative planning, a steady focus on the desired outcomes, skillful facilitation, and the willingness to hold people accountable, you can transform your board retreat from a necessary evil to the event of the year! here’s a link to my calendar to set up time to talk about how a board retreat can revitalize your organization. look for a short course on board retreats coming in the spring. “kari’s work with the youth services of kittitas county board of directors has been inspirational and pivotal to the health and growth of the organization. she is a much-appreciated asset to our organization, and thus, the youth of kittitas county.”
we all plan, hope and dream for the latter scenario to be the case for any retreat we are involved in. only a few items make the difference between a game-changing, culture-changing retreat and a just so so retreat. we can all think of at least a dozen just off the top of our head. perhaps it is the desire to finalize a strategic plan or some other gigantic takeaway. please be comfortable with the immense benefits of board members knowing and understanding each other better. another key side benefit of such socialization is the fundraising results years down the road that such relationships and bonding bring! all of these are outstanding and would allow the participants to depart with a strong sense of pride.
that is probably why you invited them to the board anyway, right?) we all know a small and dedicated committee can almost always achieve more than a large board. every single outstanding board retreat i have been involved with as utilized such an individual. they know all of the methods and ideas that work. consider the cost and the accumulated net effect of having a poorly executed retreat that results in negative feelings among present and most likely future board members. conversely, the rise in such giving by the board if they emerge from the retreat more highly engaged and excited about your cause will also dwarf the cost of the outside person. always check references for any being considered, as well as, interview for areas of expertise required. keeping the four steps above in mind should allow any of you planning a board retreat to avoid the so so results.
a great board agenda taps into the passion and intellect of board members to tackle a big issue – a change in the sector, a need for a strategic pivot, a deep each board member submits 2 or 3 songs that lift them up, inspire them, or remind them of their cultural heritage. someone agrees to compile them into a a board retreat is a workshop dedicated to aligning your nonprofit’s leaders on strategic goals and creating consensus. you can’t throw together, board retreat agenda pdf, board retreat agenda pdf, chamber board retreat agenda, staff retreat agenda sample, nonprofit board retreat agenda.
don’t have a poor nonprofit board and staff retreat. follow this quick guide, which includes the perfect board and staff retreat agenda sample. make sure participants have the agenda, materials and instructions at least one week before the retreat. communicate with board members nonprofit board retreat agenda & activities organizational review: board members should be reminded of the organization’s vision and mission and their role is, board retreat icebreakers, facilitating a board retreat, board retreat invitation, board retreat survey questions, retreat agenda template, non profit board retreat, board retreat location ideas, board retreat facilitators, board retreat email, benefits of board retreats.
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