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Excellence in Leadership Program (ELP)

Marin - Spring 2020


SCHEDULE

ELP Schedule Spring 2020

DAY 1: Wednesday, April 29, 9am - 5pm Nonprofit Challenges - Strong Leadership
START SESSION DURATION LEAD
8:30 AM Breakfast (drop in) 30 min.
9:00 AM Welcome/Setting the Context 30 min.
9:30 AM Know Your Sector 1. Create a shared understanding of current nonprofit trends affecting the sector and nonprofit leaders 1 hour Linda Jacobs
10:30 AM Break 15 min.
10:45 AM Leadership Challenges, Trends & Values 1. Start exploring your own definition of a leader 2. Understand what others expect of a leader 3. Develop a basic understanding of common trends affecting leaders in the nonprofit sector 4. Begin to strengthen your support network by getting to know your colleagues better 1.5 hours Katelyn Willoughby-Bagley
12:15 PM Lunch 45 min.
1:00 PM Effective Communication and Influencing Skills 1. See Communication as "shared understanding" 2. Discover barriers to effective communication 3. Learn how to overcome resistance 4. Discover techniques for influencing the conversation 5. Adopt tools of Inquiry and Advocacy for an actual critical conversation 3 hours Charlotte Kells
4:00 PM Breathing Break 15 min.
4:15 PM Closing Exercise 15 min.
DAY 2: Thursday, April 30, 9am - 5pm People-oriented Management: Engage with your Board and Staff
START SESSION DURATION LEAD
8:30 AM Breakfast (drop in) 30 min.
9:00 AM Reflection 15 min.
1:00 PM Diversity & Inclusion 1. Review of attendees' Inclusion Inventory 2. Explore your intercultural development alongside your organization’s 3. Gain shared language and tools to advance diversity, equity, and inclusion 4. Learn how to create an equitable workplace 3 hours Laura Eberly
12:15 PM Lunch 45 min.
9:15 AM Board Governance 1. Define the roles and responsibilities of board members 2. Differentiate between operational and governance decisions 3. Apply practices that build effective boards in the areas of structure, role clarity, team dynamics and board continuity 3 hours Linda Jacobs
4:00 PM Peer Coaching 30 min.
4:30 PM Closing Exercise 15 min.
DAY 3: Wednesday, May 20, 9am - 5pm Strategic Problem-solving and Planning
START SESSION DURATION LEAD
8:30 AM Breakfast (drop in) 30 min.
9:00 AM Reflection 15 min.
9:15 AM Strategy 1. Learn basic terminology and tools related to business strategy as applied to nonprofit organizations 2. Analyze tradeoffs necessary to maximize strategic impact 3. Examine and analyze some of the challenges and pitfalls involved in managing strategic organizational change 4. Learn tools and skills to help lead strategic change in an organization Case Study: TBD 3 hours Cleve Justis
12:15 PM Lunch 45 min.
1:00 PM Assessment & Planning 1. Learn to assess your circumstances & environment 2. How to use an assessment to set broad strategic goals 3. How you implement your strategy: strategic plan, business plan, work plan 4. Introducing the “Organizational Planning Toolkit” - a template to fill the gaps between analysis and practice. 5. Review of Case Study 3 hours Cinzia Perlingieri
4:00 PM Peer Coaching 30 min.
4:30 PM Closing Exercise 15 min.
SECOND SESSION
DAY 4: Thursday, May 21, 10am - 3pm Peer Coaching - Progress on Organizational Toolkit - Problem Solving Skills
START SESSION DURATION LEAD
9:30 AM Share progress and experience with the toolkit - What stood out during the process? What particular challenges were encountered? 60 min. Facilitator: Cinzia Perlingieri
10:30 AM Strategic Problem Solving 1. Introduction to Strategic Problem Sovling 2. Tools for Divergent Thinking 3. Tools for Convergent Thinking / Decision Making The goal of this session is to use our learning and tools to identify compelling powerful goals for your organization. 2 hours Charlotte Kells
12:30 PM Lunch 45 min.
1:15pm Group and peer coaching - Hands on sessions 2.5 hours Coaches: Cinzia Perlingieri (+ TBD)
Recommended reading: "What is Strategy" by Michael E. Porter; United Church Housing case study.
DAY 5: Wednesday, June 3, 9am - 5pm Financial Health and Programmatic Effectiveness
START SESSION DURATION LEAD
8:30 AM Breakfast (drop in) 30 min.
9:00 AM Reflection 15 min.
9:15AM A Leader’s Guide to Organizational Financial Health 1. Understand the essential information conveyed in an organization's Statement of Financial Position and their Statement of Operations 2. Understand the key components of financial health, and recognize how these appear in the financial statements 3. Understand the types of financial issues that a leader evaluates and addresses as they manage their financial health 3 hours Steve Tulsky
12:15 PM Lunch 45 min.
1:00 PM Program Development & Evaluation 1. From strategic goals to programmatic effectiveness 2. The cycle of program development and the role of evaluation 3. Create an evaluation approach that fits your program needs, resources and organizational context 4. Identify strategies to address common barriers encountered in developing and evaluating programs 3 hours Gina Guillemette
4:00 PM Peer Coaching 30 min.
4:30 PM Closing Exercise 15 min.
Recommended reading: "What is Strategy" by Michael E. Porter; United Church Housing case study.
DAY 6: Thursday, June 4, 9am - 5pm Organizational Culture and Fundraising
START SESSION DURATION LEAD
8:30 AM Breakfast (drop in) 30 min.
9:00 AM Reflection 15 min.
9:15 AM Organizational culture as a brand 1. What is a strong organizational culture 2. Articulate your values 4. Effective storytelling techniques and data-driven narratives 5. Emotional appeal OR data appeal? Elevator pitch presentation template & group work 3 hours Thomas Cavanagh
12:15 PM Lunch 45 min.
1:00 PM Fundraising & Building Relationships 1. Develop an understanding around the current trends in philanthropy 2. Learn more about building and sustaining relationships (stewardship, cultivation) 3. Defining fundraising as a relationship story – including relationship types (individual donors, sponsors, foundations) 4. Tools for building an effective fundraising plan 5. Explore fundraising channels and preferred methods 6. Role Play 3 hours Jack Alotto
4:00 PM Final Thoughts/Closing Exercise 30 min.
4:30 PM Certificate Presentation 15 min.
FOLLOW-UP SESSIONS (Dates TBD)
3 HOURS SESSION 1
Coaching 90 mins
Peer- Coaching 90 mins
3 HOURS SESSION 2
Coaching 90 mins
Peer- Coaching 90 mins
3 HOURS SESSION 3
Coaching 90 mins
Peer- Coaching 90 mins
Marin

May 5 - June 4 2020

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