Why Have a Board Retreat? My secret ice breaker recipe is foolproof. So when I facilitate a board retreat or a staff retreat, I always promise “NO ICE BREAKERS!” Confession time. __You know why to organize a retreat: Eliminate outside distractions Build enthusiasm and commitment among your staff Cultivate a casual, unpressured mood Create a sense of shared experience and bonding Set aside uninterrupted time for problem solving Allow time to step back and re-examine goals and … Retreats can also be used to get a group back on track after a rough patch. Your best board retreat ever will not only help your agency move forward, it will strengthen the board as a working team. Your board is an instrumental part of that process. I’ve used it hundreds of times. On Monday, I discussed why you should have one, popular themes for retreats and a planning overview. A retreat planner should alert the whole group when about five minutes of the session remains. Maintain an up-to-date list of potential … Hold a final committee meeting to discuss responsibilities for the retreat. The reason your organization exists is to fill a gap in the world. They are carefully planned in great detail. <>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/Annots[ 9 0 R 10 0 R 26 0 R] /MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Be sure your nonprofit can answer all the questions on this list, everything from your mission to your bylaws. We will never share your information. Board Retreats - Part 2: Working with a Facilitator and a Planning Checklist This is Part 2 of a three part series on planning a Board retreat. The board is large enough for my cutting mat. In preparation for board retreats, I always make sure every board member has a role. Schedule. Board Effectiveness Survey Application. Reduce labor, printing, and mailing costs by eliminating manual board administration tasks. %���� So yes I lied. It is advisable to have a retreat planning team in place before getting started. “. Mailing address 4905 W. Frances Place Austin, Texas 78731 Checklists for the Facilitator . Distribute thank-you notes to appropriate people, including retreat facilitators and presenters and others who deserve recognition for a job well done. Invite attendees to do “open problem” presentations in which each shares something that they are either struggling with (and the group discusses fixes) or that they have found useful in relation to the retreat topic. But, I still like the term—board retreat. Check back on Wednesday for Part 2. For example, if your initiative has just reorganized its board after several resignations, a retreat may be just what you need to bring new board members into the fold and come up with a unified plan for the future. Booking, AV rental, and other important details. 10 Strategic Planning Summary Notes . Here are 6 no-nonsense reasons to have a board retreat this year. It's highly useful to use a Sample Board Recruitment Grid. Before you plan your company retreat, it is essential to think about your goals and desired outcomes from the event and the underlying reasons for organizing the retreat.The answers to such questions will help guide you through the planning process and help to create a checklist … I do use an ice breaker, I just don’t call it that. This material may be … The Retreat Leadership Team Checklist The board president or board development chair, the executive director and the retreat facilitator usually form the core leadership team for the retreat. The responsibilities include: Sample Board Recruitment Matrix from BoardSource.org: When you set out to recruit new members, the most important consideration is know what kind of skills are currently needed by the board. Present the retreat! Board retreats need to be at least a half day. Make a checklist of who should bring what to the retreat. There are several reasons why I think these assignments are essential for a successful retreat: 1) Assignments build a sense of ownership about the retreat. DO: Ground the retreat in one or two high-level questions. Keep in mind that depending on what location you choose and what your goals are for the retreat, your particular set of steps will necessarily vary. endobj Structuring the Interview Questions. Post Retreat Gayle L. Gifford, ACFRE Author of How to Make Your Board Dramatically More Effective, Starting Today, Gayle L. Gifford, ACFRE, helps nonprofit boards and staff become more strategic in achieving their ultimate goal: to make this world a better place. Hold a final committee meeting to discuss responsibilities for the retreat. Meet with the facilitator well in advance of the meeting to … Make a checklist of who should bring what to the retreat. Learning to use the portal for both our admins and board members was simple and the BoardBookit team walked us through any questions or concerns we had about moving our current process into the portal. Our customer care and support staff is standing by to answer any questions or help in anyway. Here’s a quick summary of my thinking to help you decide if you need a retreat and what the objectives of it might be. 3. Incorporate retreat outcomes into your regular planning cycles, work plans, or work sessions. (Your facilitator may have suggestions for appropriate facilities.) Be sure your nonprofit can answer all the questions on this list, everything from your mission to your bylaws. 1. INTRODUCTION Planning a retreat can seem stressful and even intimidating at ... but also that enables executives or board members under-stand the purpose, benets and implications of having a retreat. Are you in the process of board retreat planning? You will be taking most of the stuff with you anyways, might as well make it work for you! People love it. Together they should make sure that all of the responsibilities for the retreat are covered. If you haven’t had a retreat recently, then plan a retreat for this winter or spring. Retreat Packing Checklist How many times have you arrived at a quilt retreat and realized you forgot something. Phone (512) 970-7983. 1. –Select a retreat facility and determine dates when it is available for yourgroup. Planning an annual retreat is actually one of the Governance Committee’s core functions. Enjoy one central, easy-to-use platform for creating and distributing board materials, increasing board engagement and maintaining corporate governance. Why Have a Board Retreat? BoardBookit customers report up to a 50% ROI! Planning Your Next Board Retreat. If people have a specific task 1. Plan as far ahead as possible and don’t be afraid to … endobj Good retreats, like any successful meetings, are no accident. %PDF-1.5 (A full day is even better.) –Contract with the retreat facility for the dates you choose. Use an experienced, skilled, facilitator. Use this list when you’re packing to … A retreat planner should alert the whole group when about five minutes of the session remains. Refer to your earlier work as you evaluate the progress of the board, manager, and others. Most retreats can run from one to five days, including the travel time, of course. endobj After my recent blog about how to make your retreats a whopping success, I got a number of inquiries about WHY you need to hold a retreat. No need to wait for IT or BoardBookit to create users, assign to committees, or secure assets. By continuing with your download, you agree to our privacy policy terms and conditions. The purpose of a retreat is to remove the board from their every day responsibilities and create the space to think. Distribute thank-you notes to appropriate people, including retreat facilitators and presenters and others who deserve recognition for a job well done. The non-profit organizations too would need a retreat agenda template as they too organize such programs and sometimes, in an extended scale with many other non-profit leaders joining in. THE ULTIMATE RETREAT PLANNING CHECKLIST by Christian Camp Pro - www.ChristianCampPro.com SUMMARY Planning a retreat does not have to be a source of stress. If boards were doing their jobs, there would be no activist opportunities, according to David Beatty, Conway director of the Clarkson Centre for Business Ethics and Board Effectiveness at the University of Toronto’s Rotman School of Management. <>>> As you think about your goals and plans for the next year, it’s crucial you get all the board members on the same page. She sounded exasperated as she described the situation this way, “Every fall the board has the same discussion, asking –so what do we do at our board retreat this year?”As we spoke I asked her what an ideal staff retreat would look like … Download Checklist . Ideally, you’ll use this checklist as a basic outline; add in any situation-specific details as needed. Kim suggests tackling a few questions each board meeting or executive committee meeting. In an ideal world, you have a Governance Committee to do the planning for your board. Honor that basic principle and establish an agenda that focuses on a couple of really important things the board needs to grapple with in a thoughtful way. <> I can promise you, nothing will help a group of people bond more quickly than thoughtful discussion and decision making around important topics for a … Here’s why: The retreat is an occasion to get your board and staff away from your usual meeting space, to take the time to really think about where the organization is going and how it will get there, and to get to know each other better. Here are 6 no-nonsense reasons to have a board retreat this year. Checklist The retreat is an occasion to get your board and staff away from your usual meeting space, to take the time to really think about where the organization is going and how it will get there, and to get to know each other better. Appendix C - Keys to a Successful Retreat . There should be something central to the retreat that everyone agrees is important and requires a full conversation. Depending on your budget, you can have an outdoor or indoor retreat for your staff members. Download Checklist . Free Board Governance Checklist. 1. Your board is an instrumental part of that process. Location of the retreat. Organize the retreat more strictly around exercises that attendees do and then share the results of. I once was talking with an executive director of a nonprofit agency that hosted an annual board retreat. Download our free checklist to make sure you have everything covered. –Announce the retreat and give participants two or three options for dates.They should tell you which dates, if any, do not work. When time has fully expired, call for everyone’s attention to ask for insights, comments, or questions and respond appropriately. Each board member feels a sense of ownership of the success of the retreat. __You understand what a retreat is, as well as its purpose. Planning a board retreat that makes your board members happy and provides invaluable results for your company requires an exceptional level of organization. The success of the retreat will depend in large measure on your ability toask questions that get to the heart of the issues. Later in the week I will discuss planning your Board retreat with a facilitator, provide a Board Retreat leadership checklist and two sample retreat outlines for very different retreats. Nonprofit Board Retreat Planning 101. 3 0 obj Together they should make sure that all of the responsibilities for the retreat are covered. 1. BoardBookit has allowed us to manage our meeting materials with such ease and it has cut down significantly on the time we used to spend on meeting prep. stream The EL Board retreat was originally scheduled for March 18 , 2020 but was postponed due to the COVID -19 pandemic. Empirical research has shown that boards of directors of nonprofit organizations that take time to regularly assess their performance are more effective than those that do not (See Harrison and Murray, 2015).Very often board members themselves, and those who connect to the board on a regular basis, have many ideas about what is working … Retreats can be useful for your staff, members, volunteers, or board of directors. 1 0 obj Having an enthusiastic and competent planning team helping you to bear the load will go a long way toward a successful retreat. 5 Reasons to Hold a Board Retreat. Consider the nature of issues and goals currently faced by the organization, for example, if you're struggling with finances then seek a member with strong financial skills. When set on top of a normal height table, it brings the surface up to the perfect cutting table height. Now you know. First, we were able to make the switch quickly and with little issue. 2. Apparently, boards are doing “badly enough that there’s been huge growth in activist firms,” 4 The Ultimate Guide for Retreat Planners: Planning A Retreat Introduction CHAPTER 1: ... Planning Guide Checklist . 1. The reason your organization exists is to fill a gap in the world. 2. !"##$%&$'()*$+,-.%&(/01(2(!"++$%%/"-(3-244.4#(5$&1$2&(! Reasons to Have A Board Retreat A school board can exert influence on future leadership transitions by assessing present board strengths, anticipating future transitions, building a cadre of future prospects and managing transitions. Your privacy is important to us. 6$&$17.4$(821&.+.824&%9!"#$!$%&'($!)*+(,!*-!,'($.&*(/!+%,!&#$!$0$.1&'2$!,'($.&*(!+($!$//$%&'+3!4+(&'. Since the office is probably the most boring place on earth to hold your retreat, why not hold the retreat someplace else? Your board should be engaged and involved, and occasional meetings just aren’t cutting it. Some of the benefits of retreats are that they can: Eliminate the outside distractions of your usual daily setting; Build enthusiasm and commitment among your staff or members; Cultivate an unceremonious, casual, unpressured mood <> Here are some questions weoften ask, which we recommend you modify to suit the needs of the organizationyou are working for. Your board retreat should be a meeting of the minds between the Board Chair and the CEO. Present the retreat! Company and corporate retreats are a highly effective way to resolve problematic areas within the organization. 2 0 obj BoardSource’s easy, online assessment process takes the hassle out of conducting and participating in an assessment. 4 0 obj Now’s the time to start planning your board retreat. There are a number of ways to do that, but one of the best is with a great nonprofit board retreat. Described as “strategic, bright, insightful, fearless, and principled,” By establishing a common understanding of board roles and responsibilities and measuring your board’s performance against these recognized roles and responsibilities, your board can focus on what’s critical for success. BoardBookit and Event Group partnered to provide you a free board retreat planning checklist to … Quilt Retreat Checklist. ~hgm˺+�IP`�-��^����� �{F�K7�d䳩T����`l�٪���Q;����sm�%�a�vvM���O�9���^SC��{j�E�)�}���ˉ�}~�F } ���8V?���s|�z#'q��w�̄���`G. Public Officials - Local and State Government Roles Your board should be … It’s also really helped our board members because they have access to reference materials that they previously had to request from us.
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