NONPROFIT WELLNESS SERIES

SERIES DETAILS

Location:

• Zoom, small group

Time commitment:

• 3 sessions
• Three, one-hour calls plus one (1) bonus 1/2-hour follow up call

Dates:

Organizational Assessment & Reset– February 3, 17, March 3, 2021

COST:

• $395 – small group
• $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

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Board Engagement – April 7, 21, May 12, 2021

COST:

• $395 – small group
• $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

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Operational Evaluation– June 2, 16, 30, 2021

COST:

• $395 – small group
• $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

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Financial Analysis– July 7, 21, August 11, 2021

COST:

• $395 – small group
• $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

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Outreach & Communications – September 1, 15, 29, 2021

COST:

• $395 – small group
• $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

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Board Recruitment – October 6, 20, November 3, 2021
COST:

• $395 – small group
• $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

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• Executive Skills Bonus Session (for one-on-one coaching format): November 17, December 1, December 15

COST:

• included in one-on-one coaching

 

Session #1 – Organizational Assessment & Reset

Who should attend? Board Chairs or Executive Directors with nonprofits in transition or poised for growth.

Outcomes:

• Exercise to reaffirm or re-envision your vision/mission/core values
• Mini SWOT analysis (internal organizational strengths and weaknesses; external community opportunities and threats)
• Organizational hierarchy framework
  • $395 – small group
  • $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

Register to Organize & Reset

Organize & Reset One-on-One Coaching

 

Session #2 – Board Engagement

Who should attend? Executive Directors, board chairs or board governance committee chairs facing challenges with board recruitment, retention and participation.

Outcomes:

• Board member job descriptions that ensure buy in
• Tools to de-mystify the boards’ role – and individual board member’s roles in fundraising
• A succession planning guide
  • $395 – small group
  • $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

Register to Engage Your Board

Engage Your Board with One-on-One Coaching

Session #3 – Operational Evaluation

Who should attend? Executive Directors or program managers looking to improve efficiency and organization within their program offerings.

Outcomes:

• A program evaluation matrix
• Timelines for conducting any type of special event (in-person or virtual)
• A sample board meeting consent agenda
• • $395 – small group
  • $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

Register For Operational Wellness

Operational Wellness One-on-One Coaching

Session #4 – Financial Analysis

Who should attend? Executive Directors, Development Directors, Finance or Fund Development Committee Chairs needing a brush up on financials and funding flow.

Outcomes:

• Budget scenario planning worksheets
• A matrix to map diverse funding opportunities to your mission
• Fund development plan template
• • $395 – small group
  • $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

Register For Financial Wellness

Financial Wellness One-on-One Coaching

Session #5 – Outreach & Communication

Who should attend? New outreach coordinators or Executive Directors of start-up nonprofits needing to establish more structure in their communication efforts.

Outcomes:

• A sample annual communication plan
• Social media do’s and don’ts
• • $395 – small group
  • $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

Register For Outreach & Communication

Outreach & Communication One-on-One Coaching

Session #6 – Board Recruitment

Who should attend? Executive Directors, board chairs or board governance committee members seeking to create a more formalized board recruitment process.

Outcomes:

• Purpose map that aligns community with organizational needs
• Board recruitment matrix
• Board orientation agenda template
  • $395 – small group
  • $595 – one/one coaching (includes one (1) bonus session on Executive Skills)

Register to Recruit a Better Board

Recruit a Better Boardwith One-on-One Coaching

Bonus:  Executive Skills

Your nonprofit now has backbone- here comes the execution. One/one participants receive additional coaching to help them carry out what they’ve learned in the series.

Outcomes:

• Leadership tips
• Time management hacks
• Delegation tools to build leadership in your staff and volunteers