Defining Your Core Brand Values

This workshop is an uplifting and motivating approach to creating your organization’s culture that extends beyond your internal aspirations. When you align your team and agree on what you stand for, you establish enduring principles that become the cornerstone of both your internal culture and external identity.

To arrive at the core brand values, we start by asking: why do people come to work every day at your organization? We consider what makes your organization different from others (that do similar work), what problem you solve or benefit your organization provides, and then why should people care?

If your company culture is aligned and integrated with your brand identity, you can be completely authentic and stakeholders will trust your communication, decisions, and actions.

Build it.

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

Success Through Governance

Good governance and healthy boards don’t just happen. Board governance is the framework that structures how your board operates including the board’s responsibilities, how it sets direction, creates policy, and monitors the staff’s accountability to its mission and the public. This workshop helps organizations select and customize their board governance approach to support the sustained success of the organization. Workshop participants will gain clarity on what they can accomplish, how to best accomplish it, and will build a framework for clarifying roles, committees, and a board work plan.

Board Leadership, Recruitment, and Evaluation

In this workshop, we start with identifying what leadership looks like for your board, and providing the board with the tools to make decisions, respond to opportunities, align staff and board on the vision, and monitor programmatic and fiscal health. With these measures in place Momentum will help your board figure out what skills and expertise is needed on the board, and how to fill these seats with highly qualified and enthusiastic volunteers. This workshop wraps up with providing some alternatives for board self-evaluation and leaves the board equipped with the processes and tools to routinely deliver and sustain quality results within the limited time available.

Consensus Decision-making

Many boards operate with some form of consensus decision-making. At the same time, individuals have a different sense of precisely what consensus means. Although consensus is commonly used to mean complete or unanimous agreement, it’s true meaning is that consensus is reached when all members of a group are willing to accept a decision, even when the decision may not be their preference. In this workshop we train the group on how to apply consensus decision-making by establishing an environment for listening and hearing all points of view, facilitating good discussions, and holding space for reasonable disagreement. Ultimately, we will help your board create a guide for consensus decision making that maintains a cooperative environment that is less adversarial and more effective.

Embracing Your Role as a Fundraiser

Whether you are a new board member or a veteran of many boards, there is frequently one question that board members dread - are you willing to fundraise? What is frequently misunderstood is that board members already have the essential skills needed to enhance their organizations fundraising - a passion for the mission and a willingness to serve. In this workshop we will explore the many different ways in which board members can support and enhance fundraising. We will help you to develop the skills you need to be a friend-raiser and fundraiser, look at different ways to organize board fundraising and practice different ways you can share your passion and commitment for the organization you serve.

Meetings and Decision-making

In this workshop we explore tactics for creating good meetings including using specific agenda types, clarifying what belongs on a full board agenda or is best for a committee, ground rules for meetings and forms of meeting facilitation. We explore decision making techniques and setting expectations for how decisions are made. At board meetings it is critical to be clear about how decisions are made and when a decision is made. Setting clear expectations and defining a process for decision making will create overall effectiveness and efficiency for the many important conversations and topics a board must tackle.

Developing Will Power

One of the most powerful, and transformative, philanthropic acts is to leave a planned gift. In this workshop we cover the power of planned giving, what the board and staff do and do not need to know to launch a planned giving program, how to set-up a planned giving program, and how to access legal and financial resources. Most importantly we’ll discuss the leadership a board can bring to launch, focus or revitalize a planned giving program. Developing a planned giving program will help your board to leave a legacy that propels the work of the organization for generations.