If you work with groups in any way – for example, if you train people to raise money, facilitate retreats, engage with nonprofit boards, etc. – this post is for you. After thirty years of consulting, facilitating, and training – and more than a decade of teaching others how to do these things – I’ve developed a library of insights, … [Read more...]
How to semi-retire: The sequel
More than four years ago, I shared How to Semi-Retire, which described my plan to gradually wind down my consulting, training, and facilitation business. To recap my semi-retirement strategy: avoid lengthy jobs (strategic plans, mergers, long-term consulting gigs) and focus on one-offs, such as workshops, webinars, retreats, and meeting … [Read more...]
Consultant confidential: What to know about working with consultants
Over the years, we’ve offered behind-the-scenes perspectives in Board President Confidential and Treasurer Confidential. In Trainer Confidential, published at the start of the pandemic, we discussed how to move in-person programs online. In the same spirit, we invite you to eavesdrop as Laurel, Bob and Andy discuss the philosophy and … [Read more...]
Co-Directors: The right leadership model for your organization?
Note: This post is based on a webinar I co-facilitated with Erin De Vries and Kassia Randzio of Vermont River Conservancy. Thanks Erin and Kassia! A few months back, I was approached by the Nonprofit Association of Oregon to lead a session for their Co-Director Learning Cohort. The goal of the program is to gather organizations that are … [Read more...]
The facilitator’s secret superpower
Note: Thanks to Stephanie Lahar for helping to develop this post – and for modeling this skill so effectively. Imagine the following situation. You’re sitting through a long board meeting or planning retreat. Colleagues offer ideas and suggestions; others dispute those ideas and add more layers to the suggestions. Words are literally … [Read more...]
Hiring and retaining fundraisers: Why it’s hard and what do about it
Note: This post is adapted from an online conversation among Train Your Board partners Bob Osborne, Laurel McCombs, and Andy Robinson. Join the discussion! Andy I'm hearing from clients and colleagues that it's difficult to hire professional fundraisers – and when you do hire them, they tend to move on to other organizations. This is … [Read more...]
Are you prepared for planned gifts?
Note: This guest post from Christine Graham is adapted from her new book, Thinking About Planned Giving: Information for donors and their favorite causes. Thanks, Christine! Planned giving is increasingly popular and often sounds complicated. It need not be. When we talk about planned giving (or legacy giving), we mean a charitable … [Read more...]
Listening as leadership
Over the years, I’ve facilitated dozens of strategic planning retreats. Sometimes the executive director, CEO, or board president – somebody with a title and the power that comes with it – will pull me aside and ask a thoughtful question: “How much should I talk?” Here’s a variation: “Maybe I should just listen and not speak too much. … [Read more...]
Feed people!
Several decades ago, I worked at Native Seeds/SEARCH, a nonprofit based in Tucson, Arizona. Their mission: “Conserve and promote the arid-adapted crop diversity of the Southwest in support of sustainable farming and food security.” In addition to collecting, saving, and distributing seeds, the organization offers educational programs … [Read more...]
My three succession plans
In recent years, I’ve been leading workshops and webinars on leadership transition and succession planning. It's a significant aspect of my business. If you believe the maxim, “An expert is anyone who knows 5% more than most people,” then perhaps I qualify. I’ve read a little (and written a little) on this subject. I’ve talked with lots … [Read more...]
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