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The hybrid workplace will have a huge impact on the way we design and facilitate meetings, the primary method of how many organizations get stuff done. Our new normal will most likely be more complex to design and facilitate. Here are some considerations for designing and facilitating pandemic-era hybrid meetings.
It’s time to up your virtual facilitation and convening skills. Since those days, I have continued to hone my virtual facilitation skills to design and deliver effective virtual meetings and trainings. As nonprofits are impacted by the CoronaVirus and need more virtual meeting skills, I’d like to share what I have learned.
Post-It Note Facilitation of A Network Map - 2012 Pakistan NGOs. What’s in your facilitation toolkit? Take for example my colleague Eugene Eric Kim who shares his facilitation toolkit which includes links to his favorite Post It notes and markers. When I facilitate training, I use analog and digital tools and materials.
Over the last 25 years I’ve been doing training, I’ve learned different and applied different methods from either being a “student” in a training facilitated by someone using a method, being trained in the method, co-designing with others, and designing and facilitating my own sessions. Networked Facilitation.
Once every three years, you gathered the board and staff in a conference room with baked goods, a lot of caffeine, and a facilitator. Often this document had more in common with a laundry list than strategy. Remember the good old days? They produced what was euphemistically called a strategic plan. I hope that total […].
Last month I had the pleasure of taking the Luma Institute Train the Trainers workshop where I got a chance to immerse in practicing facilitation techniques based on human centered design principles. The workshop instructor Peter Maher is founder and CEO, of Luma Institute , and a Jedi Master. Facilitation'
Comprehensive pre-work The best strategic planning sessions arent rushed; theyre carefully developed through input from board members, staff, and facilitators. Send out all key documents for review: budget, financial statements, key fundraising statistics. Select a top-notch facilitator. Ensure all venue logistics are in place.
Whether our meeting is useless or valuable depends on how we design, facilitate, and follow up. If you are facilitating the meeting you need figure out logistics like scheduling, materials, and effective use of technology for virtual meetings. The facilitation methods are participatory. Here’s my curated list.
A governing document is essential when starting a nonprofit in all countries because it provides a legal and operational framework, ensures transparency and accountability, clarifies the charity’s mission, and facilitates effective governance and financial management. appeared first on Nonprofit Blog.
Does your work at a nonprofit include facilitating meetings or trainings? Looking for new techniques to add to your facilitator’s toolbox? The most critical thing that distinguishes brainstorming from other types of facilitated group activity is the absence negative feedback. Basic Approaches. Before the Session.
Sponsored by BoardSite — a board of directors management platform that centralizes key administrative tasks like meeting scheduling, document management, and online voting in a secure digital platform. Your members can also upload any other relevant documents to the platform to keep them all in one place.
Workplace flexibility creates a need for better skills in facilitating virtual meetings and hybrid meetings where some participants are in the room and others participate are using audio-only or video conferencing platform. That’s why I’ve added a new workshop on running and facilitating effective virtual meetings.
But it should be reinforced in person during the orientation for new members and in the documentation they receive. Meeting new colleagues is easier when someone facilitates introductions. Explain how both documents reflect organizational priorities, goals, and objectives. Introduce Key Players Introduce key financial players.
But this is more than a simple report on a highly successful leadership program that takes a systems approach to serving an underserved community, it is the authors playbook of how to design and implement a program, including facilitation recipes for designing meetings. The facilitation methods are participatory.
Have you ever sat through a board retreat and spent more time watching the clock, daydreaming, and checking texts than listening to the facilitator? Did your last facilitator stand behind a lectern and drone on like a record playing in slow motion? Facilitate and engage with confidence. Were they unengaging? Credibility.
Your AMS is the lifeblood of your operations, streamlining processes, managing member data, and facilitating communication. Document and Record Training Sessions Anytime your AMS provider provides you with a training session, ask for a recording of that session. This can be with an in-house expert or with your AMS provider.
Strategic planning transcends the mere drafting of documents; it fosters a sense of forward momentum. It facilitates discussions that foster consensus among board members, staff, and volunteers. Failure to adapt: A prevalent pitfall in strategic planning is treating the plan as a static document rather than a dynamic roadmap.
In well documented cases of international aid organizations operating in Haiti, weak safeguarding measures led to the sexual exploitation of the very people those groups exist to serve. Those cases sparked awareness among many funders of their role in incentivizing safety and their obligations when failures occur at grantee organizations.
See the small group exercises timing charts in this document ). If participants are working through an exercise or set of discussion questions, create a google document with your prompts and include space for taking notes. You’ll need to make sure you drop the google document link into the chat before you put people into small groups.
Last week I facilitated the “ Impact Leadership Track ” at the NTEN Leading Change Summit with John Kenyon, Elissa Perry, and Londell Jackson. Here’s what I learned: Facilitation Teams. Often, facilitation teams are brought together by an event host. Photo by Trav Williams. Do you have a preferred method?
I’m co-facilitating a session on Nonprofit Training Design and Delivery with colleagues John Kenyon, Andrea Berry, and Cindy Leonard at the NTEN Nonprofit Technology Conference on Friday March 14th at 10:30 am! Documentation. You also want to document your training. Formative Evaluation.
Among other things, WhatsApp can be used to help facilitate team member collaboration, which has suddenly become much more challenging now that teams are having to work virtually due to social distancing. WhatsApp offers an appealing and efficient method of sharing documents and other materials among members of a team.
Choosing the right LMS not only facilitates training but also ensures alignment with life sciences regulatory compliance frameworks. Secure Electronic Signatures : Look for systems that enable secure electronic signatures to validate training and document approval. Q: How can an LMS improve the efficiency of compliance audits?
Document signatures. Ensure that partners provide comprehensive training and support to facilitate smooth adoption. Want to see how Blackbaud Grantmaking is expanding its partnership ecosystem to include better integrations with Blackbaud Financial Edge NXT as well as data visualization and document signing partners?
Facebook published new recommendations for group admins yesterday evening in an attempt to help them facilitate conversations about race and inequality. They are also necessary, and we hope that we can continue to help you facilitate ongoing discussions and learning.”. Photo: Michele Doying / The Verge.
Similarly, when you are building a project-related team, document goals, and objectives and ensure that all participants understand what success looks like. Using Suzanne Bell’s example, it can be helpful to consider both the technical and psychosocial roles that will facilitate the work.
I’m a big believer in documentation. During the early stages of this relationship, teams may require assistance from a skilled facilitator to develop trust and discover a common language. A facilitator can help sort through obstacles and guide people toward effective interaction. Circulate the feedback broadly.
I’m a big believer in documentation. During the early stages of this relationship, teams may require assistance from a skilled facilitator to develop trust and discover a common language. A facilitator can help sort through obstacles and guide people toward effective interaction. Circulate the feedback broadly.
Claude Pro provided an excellent overview of the kinds of books Ive selected for the book group I facilitate over the past eight years. Limitation: Some documents I tried to import, like my Readwise reading highlights, were too large to fit in a Claude Project I created for my taste atlas. couldnt yet import documents, but Gemini 1.5
When I facilitate meetings or workshops for nonprofits, not matter the topic, I incorporate many participatory approaches and design thinking methods. A simple way to take dot voting on online would be to use a combination of Zoom and Google documents. For the voting part, you would use a google document.
Members want all their information to be shareable, documentable, and transferable at a moment’s notice. There’s no other framework that allows you to come together as a group of people or companies and facilitate or fight for a cause. One member shop in Phoenix boasts it is ‘digital in everything it does.’”
This document should be reviewed annually, and at any other times when boundary lines start to blur. Executive directors can facilitate this by preparing board agendas that focus on strategic discussions—and ways to get members involved to support the fundraising efforts of the organization—rather than on operational details.
Efficient Documentation Processing Automated onboarding accelerates processes by eliminating manual data entry and paperwork. It’s also possible to streamline the documentation process even before an employee’s first day, allowing more time for introductions and productivity.
I co-lead a workshop on digital transformation, co-facilitated a master class on digital fundraising campaigns, co-hosted a learning breakfast for scholarship participants, co-designed a Big Room session on Technology for Good, and in between attended some amazing sessions. Facilitator Guide: [link]. … Read More
Wiens says the effort began with a crowdsourcing campaign to collect repair information for hospital equipment, with a focus on “ventilator documentation, anesthesia systems, and respiratory analyzers — devices widely used to support COVID-19 patients.” It also provides more than 13,000 manuals from hundreds of medical device manufacturers.
In my work as a trainer and facilitator, I make workshops and master classes as interactive as possible, incorporating peer discussion, movement, and creativity. But it isn’t impossible, if you follow best practices for virtual facilitation for meetings. The next step is to facilitate a discussion.
Emerging Leaders Playbook: With the generous support of the Packard Foundation and in collaboration with Third Plateau Social Impact Strategies, we wrote and published the Emerging Leaders Playbook last year, along with facilitating a peer learning cohort with colleague Stephanie Rudat.
Also added was a requirement for the county to offer some assistance, such as putting ACAC in touch with people who could facilitate the financial increases and/or could offer intrinsic support, such as grantwriting classes. We plan to improve board communications through an online document management program.
Since those days, I have continued to hone my virtual facilitation skills to design and deliver effective virtual meetings and trainings. This post is #2 in a series I’ll be publishing on virtual meeting facilitation. The first post was an overview of 9 virtual facilitation tips. There is always lots of laughing!
Assessments Facilitates preparation for regulatory audits by offering robust assessment tools to gather evidence of employee knowledge retention and compliance. Extends this customization to policies and documentation, offering them in employees’ preferred languages to guarantee access to the most up-to-date compliance information.
One important goal of your steering committee is to document your organization’s requirement list for technology solutions. This document will help you be better prepared when evaluating the potential vendors, easily eliminating those that don’t meet the requirements.
Here are some of the key elements that should be included in your AP policy document: Receiving and Approving Invoices Outline how invoices can be received and who should approve them, including backup approvers when staff are out of the office. Clear documentation standards help maintain accuracy and facilitate audits.
My work as a trainer and facilitator has brought me to many places in the world. Often, the training on-site is the beginning of project which includes facilitating sessions remotely across time zones. Sending notes and documents post meeting should be done regardless. Recording the meeting is another option.
Provide your captains with plenty of tips and “how-to” documents on managing a vibrant team, and getting last year’s participants to join up once again. She’ll be co-facilitating a session at the Blackbaud User Conference called “ Integrated Marketing Plans for Special Events” with Donna Wilkins of Charity Dynamics.
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