1. Examine the mission statement
2. Team building
3. An introduction to fund raising or advance fundraising training
4. Establish roles and responsibilities of board members
5. Creating a vision and direction for the organization
6. Change the fund raising culture of the board
7. Analyze, recruit and orient new board members
8. Solidify and improve board-staff relations
9. Develop a fund-raising plan with specific board and staff responsibilities

• Board and staff will be interviewed in depth to determine strengths and challenges and aid in setting the agenda.
• Carol will guide the the staff and board leadership to set goals for the day.
• Carol will review all written material available about the organization including your 990, by-laws and promotional materials such as an annual report.

Typical goals for one-day retreats include: creating a vision, establishing roles and responsibilities, team building, and examining the mission statement.

Carol will do all of the preparation and facilitation of the initial retreat as described in Option 1, PLUS:

• Carol will review all written material available about the organization including 990, by-laws and P.R. materials such as annual report.
• Two face-to-face interactive seminars with board members and Carol at 3 and 6 months after the retreat.
• Monthly conference calls with leadership and Carol to keep process moving and monitor progress.
• Common goals for 6 months include: the above plus more specific training and implementing a fund-raising plan and board recruiting.

Carol will do all of the preparation and facilitation of the initial retreat as described in Option 1, PLUS:

• A face-to-face interactive seminar with the board and Carol 6 months after the first retreat.
• Monthly conference calls with leadership and Carol to keep process moving and monitor progress.
• Unlimited phone access to Carol for board and staff. All calls returned within 24 hours. (If Carol is working out of the country in a remote area, arrangements can be made through Skype).
• Review of marketing materials including fundraising letters.
• Typical goals for 12 months of work include: changing the fundraising culture of the board, developing an individual fundraising plan for each board member, recruiting and orienting a significant portion of the board.