Effective Advancement Strategies: Workshops
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Our Popular Workshops

Attendee Rated Average 9.25 out of 10 for Content & Presentation

We have a rich history of making presentations to groups ranging in size from 10 to 1,000.  Plus, we understand the dynamics of an engaging workshop and have worked with groups to tailor the length (from two hours to two days) and cover the content they need.  Several Community Foundations have engaged us to help build the capacity of nonprofits in their communities. 

 

While we offer customized workshops, we've listed below our "top 20" targeting important topics in the nonprofit and business sectors.  Please feel free to contact us for further information and consideration.  We can bring you one, or several for a certificate-type program. We can even build a single-day session to incorporate multiple topics to meet your specific needs! Check out what attendees have said. Need more information? Email us here!

"I've been to a lot of workshops, this was top notch!"

"Excellent!"

"Awesome, and learned a lot!"

"This was valuable and I enjoyed the presentation"

1.  Making a 5-Star Impression 
Effective Presentations with Purposeful Impact

Public speaking is high on the list of fears, but it's also high on the list of skills you need to advance your career.  Presentations are a daily fact and if not done effectively we can't advance our idea, make the sale, or attract a donor.  Learn the basics of an impactful presentation, what not to do in your powerpoints, and how to leave them with a STAR, (Something They'll Always Remember.)

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2.  NFP -Not for Profit or Not for Posterity?
Sustaining your nonprofit for the next year and next generation

The workshop emphasizes the overall health of the organization and the “Sustainable Seven” keys to ensuring an organization's successful future.  The "competition" for donor dollars have never been so fierce.  Today is the day to begin strategizing, improving, and moving toward your preferred future.

Futuristic Tunnel
3.  Ensuring Your Board isn't Bored 
Keeping the Board Engaged, Focused, and Impactful

Board engagement is not always the board's problem! This workshop focuses on best practices in keeping boards engaged, finding their individual motivators, and getting them excited about attending your next meeting. Board attendance issues may indicate a larger problem........like being bored. Help your nonprofit, and learn to spur further development among your board. 

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4.  Top Ten Donor Hacks!
What Donors Want and Need to Engage

There are specific paramaters around what a donor needs to engage with your organization and continue their support. Walk away with your donor checklist and be certain you're checking the boxes. This interactive workshop provides new perspectives and thought-provoking challenges to improve your donor relations and retention rate.

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5.  What Do They Know?
Your message and your marketing

Communications and marketing are a fundamental building block in raising awareness and building resources for an NFP.   Learn the basics of branding, narratives, and effective social media.

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6.  Smaller Organizations, Bigger Outcomes 
10 Steps to Mold Your Sand into a Castle 

Smaller organizations face challenging waves; artificial intelligence, increased competition, pressures from funding sources, demands from our boards, decreasing trust, and declining donor retention rates to name a few.  How will you weather this impending storm? This "beach-themed" workshop offers 10 steps  that can be taken immediately to help chart a successful course in the future.

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7.  Preparing for When a Crisis Hits 
Now is the time to Plan Calmly & Professionally 

No one can anticipate their next crisis. It may be negative news about an event, a board member, or staff. Disasters or even hackers can strike at a moment's notice. Are you prepared to respond, continue business as usual, and manage the PR? This workshop helps get items in order BEFORE the next crisis strikes.

Fire Raging
8.  Creating FUNd Development
Writing impactful grants and raising more funds

Engage your leadership and donors in fun and meaningful interactions that will impact your ability to accomplish your goals and objectives. The challenges of writing grants and raising funds are small in comparison to the potential rewards.  Learn the basic considerations, where to focus your efforts, and the mines to avoid in building your proposals.

9.  Special Events are not so Special
Hiding Behind the Masks

Special events can be deceptive, with hidden costs and time-consuming efforts.  This offering provides outcome-based tools and decision-making forms to help you avoid the pitfalls and know when to say no, or move full-speed ahead!

10.  Donor Relationships in 3-D
Learn What You Haven’t Been Seeing

Building deeper donor relationships is not just a good idea, it’s the key to a more stable and stress-free future.  Learn the structure and process and take away memorable ideas to strengthen a donor's connection to your organization.

Donation Jar
11.  Strike it Rich with Volunteers!
A valuable commodity to be handled with care

Volunteers are a tremendous resource and surprisingly there are people who would love to be helping your organization.  How do you recruit, welcome, and retain them? Practical tips and considerations for a better volunteer program.

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12.  Working Together Works
Collaborations and Considerations

Many funders and donors are looking for NFP’s to collaborate and partner for greater results.  What are the major considerations when you embark on this journey and what are the pitfalls? Take away ideas that will drive your next effort.

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13.  All Aboard the Leadership Train!
Board Management & Governance

A properly engaged board of directors can transform a nonprofit.  Good governance requires everyone be on the same track. Learn to recognize when you've derailed, and the steps necessary to facilitate a strong board to create an even stronger organization.

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14.  Strategy - The Future is Now
Launching Thriving Strategic Plans

A well-thought strategic plan contains several components and requires time, effort, and a pilot.  Learn to successfully build and launch yours while finding the key to engage successful follow-up, – meet SAM – the Strategic Advancement Map.

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15.  Motivate your TEAM with DISC
Strengthen Your Organization With a Cohesive Team

Successful nonprofits and businesses have focused teams including the board, staff, and donors.  This in-depth session utilizes the DISC system to provide a unique look into your group’s needs and path for success.  The best teams understand roles, strengths, weaknesses, and where motivation originates.

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16.  Breaking Down Barriers to Funding
Attracting Legacy Donors, Sponsor Partners, & Large Grants

Every nonprofit could benefit from additional funding, but we let little “barriers” get in our way. Benefit from our presenter’s 30+ years of experience in raising funds and pick-up valuable tools to help your organization in the following areas and more: Perfecting Your Grant Applications, Attracting Sponsorship Partners, 

Building Legacy Donors!

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17.  What's Your Story?
Creating and Sharing You Organization's Impact Story

You've been telling a story, but is it the right one? Is it engaging? Does it have a focused message? Is it really bringing new donors and retaining those you have? Your story can do more to advance your organization than almost any other factor. This workshop helps you understand developing your narrative, creating the story ARC, the 5c's of a great story and ensuring effective calls to action. 

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18.  Forming Your New Nonprofit
Considerations for Starting a New 501(c)3

Starting a 501(c)3 charitable organization may not always be the answer. When it is you need to be sure you cover a number of bases. There's never a better time to get it right than at the time of formation, plus there are certain requirements that must be met. This workshop walks attendees through those considerations.

Painted Heart
19.  The Road to Higher-Scoring Grant Apps
Submit Your Next Application With Greater Confidence

Let's face it, we can all submit a grant application, so the "how to" sessions are not always beneficial. This workshop helps your organization to be sure it is submitting the most competitive application possible. It covers everything from the need for sustainability with grant funding to specific ideas for your

narratives. 

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20.  When Thank You is not Enough
Delivering exceptional customer service

Customer service doesn't need to be a lost art.  Today's businesses and their employees can easily set themselves apart by taking a few extra steps.  Focus on what happens before and after the "thank you" and you'll be amazed at the transformation of your customer experience. 

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Want to talk about potential workshop(s)? Email us and tell us a bit about your project!

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