what this is
When nonprofit boards and leadership teams aren’t aligned, everything slows down—fundraising, execution, and morale. This retreat is designed to reset direction, roles, and expectations so the organization runs cleaner.
what we cover
best for
New executive leadership transitions
Board stagnation or unclear governance
Strategic plan drift and lack of accountability
Tension between board and staff
Fundraising inactivity or scattered priorities
Mission clarity and strategic priorities
Board/staff roles, boundaries, and decision rights
Committee clarity and expectations
Operating rhythm: meetings, dashboards, accountability
Fundraising alignment (board role + staff role)
Culture and communication norms
common deliverables
Pre-retreat intake (interviews or survey).
Agenda designed around outcomes.
Facilitated session with decision capture.
Documented priorities, owners, and timelines.
90–180 day action plan.
Optional follow-up session (30 days later).
formats
Half-day retreat
Best for alignment + priorities.
Full-day retreat
Best for deeper reset + planning.
Two-part series
Strategy day + accountability day.
FAQS
Can you facilitate sensitive dynamics? Yes—structured, neutral, and outcome-focused.
Virtual or in-person? Both. Retreats are best in person when possible.
Do you provide notes and next steps? Yes—decisions, owners, and the action plan.
If your board and leadership team need a reset,
let’s do it with structure.
Our Premier Clients
