A former client called last week. He had hired a team of consultants to facilitate a two-day planning retreat and the event had gone badly. It’s a long story, but here’s the gist. The consultants did their homework and carefully prepared the agenda. However, once the retreat began, they faced a lot of tangents, conflict, and … [Read more...]
What I learned facilitating my first hybrid workshop
Note: This guest post is from Nora Ellertsen of The Funding Seed. Thanks, Nora! Before the pandemic, my company hosted monthly in-person fundraising workshops here in New Orleans. Over eight years, I developed content, activities, and presentation strategies for those trainings. Like many of us, I switched to Zoom during COVID, … [Read more...]
The Talmud of Zoom
In the Jewish tradition, the Talmud is one of the core books: a primary source of Jewish law. The Talmud is drawn from centuries of oral teachings and includes the opinions of many, many rabbis. It was compiled about fifteen hundred years ago, with more commentary added in subsequent centuries. I’m no scholar, but what I most … [Read more...]
Post-pandemic icebreakers
A few weeks ago, I led my first in-person, indoor job in 18 months (!) I traveled to Maine to facilitate a planning meeting for the Coastal Rivers Conservation Trust, a long-time favorite client. I had the pleasure of partnering with graphic facilitator Marsha Dunn to design and deliver the retreat. We began the day by asking … [Read more...]
Using evaluation to “scale up” your organization
Note: This guest post is from Traci Shirachi of The Mark. Thanks, Traci! What has the pandemic revealed about your organization? Are you having a harder time maintaining and expanding the resources you need – money, staff, volunteers, focused attention – to do your work successfully? Are you overloaded with increased demand for your … [Read more...]
Using the pandemic to deepen nonprofit partnerships
Note: This guest post is from Julie Ha Truong of Leadership Savvy. Thanks, Julie! It’s difficult to remember the start of 2020, but it was a golden period. We were riding the coattails of 2019 – one of the strongest fundraising years on record. When Covid-19 hit, nonprofit leaders had to react quickly: moving programs online, … [Read more...]
The facilitator’s guide to politics and reconciliation
I’ve spent much of the last 25 years on the road, leading workshops and facilitating retreats in 47 U.S. states and across Canada. Not surprisingly, some of these gigs land during election season. This creates a variety of challenges: distractions, political tension, even the occasional argument among participants. If you’re the … [Read more...]
What’s a philanthropic advisor? How do I work with one?
Note: This guest post is from Christine Zachai of Forward Philanthropy. Thanks, Christine! Remember when everything was going really well with your favorite major donor? You had a lunch date every year, you knew the names of the children and grandchildren, and you were strategizing together about your next request. Then … [Read more...]
Allies in the room: Showing up alpha and sharing power
Note: This guest post is from Karen Strong of Strong Outcomes, LLC. Thanks, Karen! As a white woman who has worked in conservation for more than two decades – and who longed, for years, to be taken seriously as a professional – I thought I could gain credibility by behaving like the people who had power. Through conversations with … [Read more...]
Your Facilitator’s Toolbox
Think of all the professions that require workers to bring tools to the job site. If you’re a painter, carpenter, surveyor, plasterer, plumber, gardener, or electrician, you travel with your tools. Chefs carry their own knives. Musicians bring their instruments. Yoga instructors shoulder their yoga mats. What’s in your … [Read more...]