Training

Board workshops/retreats:
Board members benefit from the view of an independent third party who speaks a language they can understand. Barbara Levy will help ease the concerns of your board by helping them adopt practices that are comfortable and productive. Further, she will challenge the status quo thinking and provide inspiration and motivation for change.

Board trainings are available in several different formats. Consider the following:

Dinner, evening and the following half day.
In this format, there is time for both work and social activity in the late afternoon and evening. The social time permits people to feel more comfortable as they begin their work together the next morning.

This format may be held in a hotel or other local conference facility. An advantage to selecting an out of town site is that people are less likely to be distracted by local calls or appointments.

A single day-long retreat
This format provides for some good solid work with a lunch break in the middle.

Board Meeting Trainings
In this format, board members participate in a training during a regularly scheduled board meeting. The advantage of this format is that the time has already been scheduled. By scheduling several of these meetings in succession board members have the opportunity to implement new ideas and to report on their success or challenges.

Staff training:
What do staff members need most?
Time for renewal is something we all need. Development and Senior staff of non profit organizations find it essential to step back out of the daily pressure cooker, to discuss and acquire a new perspective on practices and issues. Staff training provides that opportunity.

Training might take the form of a one day workshop or a weekend retreat. Staff members are energized by getting out of the daily grind and taking the time to develop strategies that address their challenges and offer new approaches to their work. They are better focused on achieving organizational goals. Such training can unify a staff and create a much more productive and effective approach to their work.

Mentor/Advisor Program:
Have you ever wished for time to think things through and a knowledgeable colleague with whom to sift through your ideas and thoughts? The mentor/advisor program can open new vistas for you and provide you new energy.

This program is suited to address most issues of organizational development or fundraising, including:

Identifying Major Gift Prospects
Developing Donor Relationships
Training Board & Staff in Solicitation Techniques
Providing Language to Use in Solicitation
Enhancing Donor Relationships
Strengthening Board/Staff Relationships
Developing Effective Boards
Creating the Development Plan
Getting People Involved
Getting the Word Out
Additional issues faced by your organization

Mentor/Advisor Services can revitalize your development program and provide your organization with lasting benefits that help you establish and nourish productive donor relationships.