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Excellence in Leadership Program (ELP)
Marin
April 12 - April 12 2020

DAY 1: Wednesday February 12th, 9am – 4:15pm

Overview & Leadership Values – Nonprofit Trends – Leading with Courage

START

SESSIONDURATIONLEAD
8:45 AMBreakfast (drop in)15 min. 
9:00 AMWelcome15 min. 
9:15 AMProgram Overview & Leadership Values
• Introductions
• Start exploring your own definition of a leader
• What is the impact you want to have as a leader
• Begin to strengthen your support network by getting to know your colleagues better
 Cinzia Perlingieri
10:45 AMBreak15 min. 
11:00 AMKnow Your Sector
Create a shared understanding of current nonprofit trends affecting the sector and nonprofit leaders
 Linda Jacobs/Lily Rego?
12:15 PMLunch45 min. 
1:00 PMLeading with Courage & Influence
• Recognize that vulnerability is the birthplace of many of the behaviors that define courageous leadership including creativity, accountability, and difficult conversations.
• Explore the importance of emotional literacy for effective communication and connection.
• Learn the courageous leadership skills and tools that help guide tough conversations including giving and receiving feedback.
 Ana Estrada Daniels
4:00 PMClosing Thoughts15 min. 

DAY 2: Thursday February 13th, 9am – 4:15pm
A Culture of Belonging – Board Governance

STARTSESSIONDURATIONLEAD
8:45 AMBreakfast (drop in)15 min. 
9:00 AMWelcome15 min. 
9:15 AMAwake & Thriving: Creating a Culture of Belonging Through Diversity, Equity, and Inclusion
• Discover how your identity shapes your worldview
• Develop consciousness around how you present and lead
• Examine barriers, challenges, and opportunities focused on creating a culture of belonging
• Gain tools to establish and sustain Diversity, Equity, and Inclusion practices
 Ana Estrada Daniels
12:15 PMLunch45 min. 
1:00 PMBoard Governance
• Define the roles and responsibilities of board members
• Differentiate between operational and governance decisions
• Apply practices that build effective boards in the areas of structure, role clarity, team dynamics and board continuity
 Linda Jacobs
4:00 PMClosing Thoughts15 min. 

DAY 3: Wednesday February 26th, 9:30am – 3:15pm

Strategic Planning

STARTSESSIONDURATIONLEAD
9:30 AMCoffee and Mingling30 min. 
10:00 AM

Strategic Planning
This one-day session is aimed at providing a comprehensive understanding of all stages of strategic planning. You will develop familiarity with a wide variety of inclusive planning processes and a strong sense of how to tailor the day’s information to create a plan for your own organization. Topics include:
• Pre-planning
• Creating the planning team
• Internal and external environmental scans
• Planning retreat for the creation of strategic pillars
• Creation of goals, objections and action plans
• Promotion of the plan
• Keeping the plan alive

 Morrie Warshawski
3:00 PMClosing Thoughts15 min. 

DAY 4: Wednesday March 11th, 9am – 4:15pm

Financial Health & Programmatic Impact

STARTSESSIONDURATIONLEAD
8:45 AMBreakfast (drop in)15 min. 
9:00 AMGroup Sharing15 min. 
9:15 AMNonprofit Financial Management – the Key to Mission Sustainability
• Understand the Mission Sustainability Cycle
• Become familiar with basic nonprofit accounting principals
• Learn how to read and analyze financial statements and budgets
• Learn about restricted and unrestricted revenue—how it differs from for profit accounting and how it impacts your budget
• Learn about annual required report filings including the IRS 990 Tax Return
 Deanna Euritt
12:15 PMLunch45 min. 
1:00 PMAmplifying Outcomes: Program Design and Collective Impact Collaborations
In this training session we will discuss impact-centered program design. You will gain insight into effective ways to envision, outline, and plan programs that deliver the best possible impact for those you serve.
Additionally, we will learn about, and explore how Collective Impact Collaborations can be envisioned, planned, and implemented.
In sum, at the training session we are addressing strategies that significantly amplify impact for your organizations, and, most importantly, the people and communities you support.
 Mara Perez
3:00 PMClosing Thoughts15 min. 

DAY 5: Thursday March 12th, 9am – 4:30pm

Marketing Strategies & Fund Development

START

SESSIONDURATIONLEAD
8:45 AMBreakfast (drop in)15 min. 
9:00 AMWelcome15 min. 
9:15 AM

Marketing and Growth Strategies to Motivate Donors
In this interactive workshop you will learn how to view your marketing goals from a broad range perspective of marketing development to actions. You will work to identify key performance indicators that will help you determine solutions to retain, acquire, and motivate donors.
• Structuring a marketing message to your mission statement
• How to connect marketing campaigns to financial goals
• Avoiding the pitfalls of social media and audience engagement
• Understanding how your organization’s marketing strategy coincides with all other departmental initiatives

 Knigi Glee
12:15 PMLunch45 min. 
1:00 PM

Strategic Fund Development
Development is the relationship building that supports fundraising. In this session we will focus on what it takes to create a culture of development in your organization. Specific fund development strategies will be offered along with tools for donor prospecting and cultivation. We will examine what makes donors give and role play effective ways to ask for support. Information presented in this session will help you draft a development and fundraising plan that is strategic and practical.
• Define fund development strategies
• Create an organizational culture of development
• Learn tools for donor prospecting and cultivation
• Explore why donors give
• Role play “the ask”

 Nancy Glaze
4:00 PMFinal Remarks & Certificate Presentation4:30pmCinzia Perlingieri