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(2) Pre-Retreat Support Meetings (1 -2 hours)

These meetings are designed to build the foundation for your retreat. In these prep meetings we will identify the key leadership, board and staff members that should be present for the day. These conversations will start to reveal some of the organization’s biggest challenges, start to develop a retreat agenda and list some of your organization’s big picture goals.

  • Create list of invited attendees
  • Assessment of current strategic plan and brand messaging
  • Itemize challenges and goals for the retreat meeting
  • Set an agenda for the retreat

Deliverables and Actionable Plans

We compile everything we’ve learned from our meetings and develop a series of actionable plans that will streamline operations across your organization. Each plan will detail next steps and milestones

  • Top 100 donor prospect list
  • Action steps and key talking points for leadership, staff and board members
  • Fundraising master plan with short term and long term goals
  • Analysis and recommendations for existing fundraising communications
  • Brand, marketing and website audit
  • Recommendations for new marketing master plan, milestones & deliverables
  • Organization’s unique value proposition & message development
  • Social media strategy & editorial calendar & graphic templates

Ongoing Support

Fundraising & Marketing Plan Implementation and Milestone Accountability. The goal of these quarterly strategy meetings is to keep the organization’s leadership, staff and board on track with their goals and objectives and to successfully move the organization forward and focused on its mission.

  • Develop quarterly checkpoints/milestones and facilitate focused meetings. These meetings will be designed to learn what is working and not
  • Available on a monthly basis via emails to remain a resource for any questions or concerns between quarterly meetings.
  • Address obstacles and how to pivot the plan to still accomplish your goals
  • Provide education, tools and resources to streamline execution
  • Create all meeting agendas and follow up action lists and notes.

Half Day Retreat

This retreat is designed to build clarity around your organization’s key initiatives. By aligning your message and mission across your organization we will help develop a tactical plan for success. With key stakeholders on the same page it will ignite a passion toward your mission and give your organization a clear path toward implementation.

  • Learn what the goals and expectations of the organization are for the future
  • Team building exercises to rediscover the passion for the organization
  • Discuss everyday pitfalls in communicating the mission internally and externally
  • Find ways to optimize relationships with existing volunteers, donors and sponsors
  • Analyze existing fundraising and discuss ways to optimize these opportunities
  • Find opportunities to streamline day to day tasks leveraging technology

Post Retreat Meeting (1-2 hours)

Our meeting will review all the deliverables and action plans that have been created for you and your team to have one laser focused voice that will communicate your vision and mission. Along with answering any questions about the strategic action plan. A great opportunity to talk over the ongoing accountability and support with our team!

  • Review all assessments and recommendations with your team
  • Talk through high level plan with actionable steps
  • Prioritize goals and important next steps with the necessary time commitments
  • Ask and answer all questions regarding next steps and ongoing support

Contact Us

    Deliverables and Actionable Plans

    We compile everything we’ve learned from our meetings and develop a series of actionable plans that will streamline operations across your organization. Each plan will detail next steps and milestones

    • Top 100 donor prospect list
    • Action steps and key talking points for leadership, staff and board members
    • Fundraising master plan with short term and long term goals
    • Analysis and recommendations for existing fundraising communications
    • Brand, marketing and website audit
    • Recommendations for new marketing master plan, milestones & deliverables
    • Organization’s unique value proposition & message development
    • Social media strategy & editorial calendar & graphic templates

    Post Retreat Meeting (1-2 hours)

    Our meeting will review all the deliverables and action plans that have been created for you and your team to have one laser focused voice that will communicate your vision and mission. Along with answering any questions about the strategic action plan. A great opportunity to talk over the ongoing accountability and support with our team!

    • Review all assessments and recommendations with your team
    • Talk through high level plan with actionable steps
    • Prioritize goals and important next steps with the necessary time commitments
    • Ask and answer all questions regarding next steps and ongoing support

    Ongoing Support

    Fundraising & Marketing Plan Implementation and Milestone Accountability. The goal of these quarterly strategy meetings is to keep the organization’s leadership, staff and board on track with their goals and objectives and to successfully move the organization forward and focused on its mission.

    • Develop quarterly checkpoints/milestones and facilitate focused meetings. These meetings will be designed to learn what is working and not
    • Available on a monthly basis via emails to remain a resource for any questions or concerns between quarterly meetings.
    • Address obstacles and how to pivot the plan to still accomplish your goals
    • Provide education, tools and resources to streamline execution
    • Create all meeting agendas and follow up action lists and notes.

    Contact Us