Board Retreat

Dec 28, 2016 | 0 comments

Situation: The twelve person Board for a non-profit organization consisted of a few members who served for a long time and were vocal about how things should be done. The organization had a history of growth, but it was waning. The Executive Director saw the need to integrate and attract new Board members. Although working committees were well established, many initiatives were not implemented. The Executive Director did not know what was important and what data to prepare to show how the organization was doing. A two day Board Retreat was scheduled. Prior to determining the agenda for the retreat, I conducted phone discussions with most Board members and then drafted an agenda for the Executive Director to approve. Once the agenda was approved a facilitation plan was created.

Meeting Purpose:

  • Revisit the Vision – Define how to know when vision is met
  • Acknowledge the organizations’ strengths, weaknesses, opportunities, and threats
  • Identify long-term innovative opportunities that support the Vision
  • Develop high level 1-3 year plans

Meeting Outputs:

  • Decided key measures of success
  • Created high level 1-3 year action plans
  • Developed a process for implementing action plans
  • Agreed on a strategic planning communication plan