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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.
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.
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.
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. Invite the auditor to present to the group as preparation for the audit review. Be sure to review important policies and procedures.
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.
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.
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.
Recently, a colleague asked me a wonderful question: How did you learn to become a good facilitator and trainer? I answered yes to all, but more importantly I think these two methods helped me the most: Carve out time for reflection after each training and do an after-action review with yourself. Here’s what I learned.
Document signatures. The group can meet on an ad hoc basis as new opportunities arise or meet regularly to review any new recommendations and current integrations. Ensure that partners provide comprehensive training and support to facilitate smooth adoption. Data visualization. Fund accounting.
The After Action Review is a reflective practice that can be used for anything, but I find it especially valuable for social media pilots and experiments. The After Action Review (AAR) is a structured way to capture the lessons learned from any project, with the intent of improving future performance. Why did it happen?
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! If you think of your training as making a soup, your participant survey is like the food critic’s review of the soup.
However, achieving and maintaining these certifications requires structured training, comprehensive documentation, and ongoing compliance monitoring—all of which can be efficiently managed through a Learning Management System (LMS). Here are some critical ways an LMS can facilitate this process: 1. Key training areas include: 1.
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.
I’m facilitating a peer exchange for the Knight Foundation for a group of grantees that are hosting a Giving Days over the next year using its recently published Giving Day Playbook. ” Here’s a methodology for doing an After Action Review, but it boils down to: Capture the lesson learned (big or small).
These include a review of the year’s accomplishments and two techniques that help you focus on your goals: Peter Bregman’s theme for the year , and Chris Brogan’s “ My Three Words.” I also throughout the month of January review my work routines and systems and redesign or tweak to improve productivity. Year in Review.
When I facilitate meetings or workshops for nonprofits, not matter the topic, I incorporate many participatory approaches and design thinking methods. As a group we spend time clustering similar ideas before reviewing them. Review the the results. For the voting part, you would use a google document.
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. Review it together in a meeting and summarize.
In addition to reviewing and updating your nonprofit operating budget each year, your financial team should also regularly evaluate your process for creating that document. Review your strategic plan so everyone is familiar with the organization’s larger goals. That includes both the budget and the process for creating it.
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.
So, when your organization is considering the purchase of new accounting-related software technology, it is crucial to carry out a thorough review of your requirements before you sign that agreement. One important goal of your steering committee is to document your organization’s requirement list for technology solutions.
I also use it as a year in review tool. Year in Review. Stay tuned for more information in 2017, but I will be very busy writing facilitator process guides based on my decades of experience as a trainer and sharing that on this blog. I call it my “ To Do, To Done, Don’t Do, Reflection List.”
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.
It is not just about an individuals self-directed learning but also groups of self-learners or peer learning cohorts that I design and facilitate as part of my training work. He references the “After Action Review” process. I wrote up a description of the process that some nonprofits use to do an after action review.
Consider using an outside facilitator to help develop questions and protocol and to help identify themes from your data. One benefit of focus groups is the ability for participants to feed off each other’s energy and bounce ideas off one another.
Note from Beth: Last week, I had the pleasure of facilitating two workshops on becoming a Networked Nonprofit: Effective Social Strategy for nonprofits in Santa Barbara hosted by the Fund for Santa Barbara. Photo by Gary Clark. The 2014 version – new and improved has arrived! You can download it here. How do I use it?
Everyone on our team spends 15 minutes filling out a weekly report, and I spend five minutes reviewing them. I review all reports and create one main report for the team to show the highs and lows in different departments. Create a P/C/S Document. It keeps everyone on the same page. Kelsey Meyer , Influence & Co.
Distribution of agenda : The agenda is distributed to board members well in advance of the meeting to allow them time to review the items, usually ten days prior to the meeting. It’s preferable to both email and mail the documents. Some boards have “Board Books,” binders where you file current and past documents to stay organized.
TechSoup holds regular meetings for nonprofits in Second Life and I have been attending regularly and sometimes facilitate like this I did this past week. So, I've been reflecting about effective facilitation of virtual meetings in Second Life Right now the primary method of group interaction is via unmoderated chat interface.
An expert facilitator will introduce the level of introspection needed to encourage empathy and insight. Writing this document can be a co-creative activity for staff and leadership. Review our hiring and onboarding policies to ensure that they are equitable and fair for all applicants. This is not a forum for amateurs.
They might, for example, review synopses of eligible proposals and rank them, or vote to prioritize strategic issues or geographies. DRF then reviewed nominees and selected advisors, using interviews and criteria for diversity. Be prepared to facilitate or bring on facilitators to lead these high-stakes group meetings.
For the networked nonprofit workshops I facilitate, I’ve developed a maturity of practice assessment called “ Crawl, Walk, Run, Fly ” which gives me a detailed understanding of where the organization is in its practice. It is also important to target the right level of authority. Development.
I like the fact that the source documents are always provided.) Use ChatGPT as a virtual event host to welcome attendees, guide them through the schedule, answer queries, and facilitate networking during virtual conferences. Review your strategic plan, business goals, and data to identify where automation could make an impact.
Let’s dive into the difference between these two roles: BA: This role is responsible for identifying functional requirements, maintaining technical documentation, building reports, and training and supporting end-users of multiple systems, including Salesforce. . Encourage Continued Learning.
During regulatory inspections, companies need to provide documentation to demonstrate compliance. An LMS should facilitate the use of electronic signatures for approving training materials and documenting completion of training modules. Q3: How can an LMS help life sciences companies stay compliant with FDA regulations?
Employee Performance Review: A Comprehensive Guide GyrusAim LMS GyrusAim LMS - What Is an Employee Performance Review? Employee performance review is a formal regulated process of assessing the employee’s work performance and articulating future work expectations. How to Conduct Performance Reviews Effectively?
Employee Performance Review: A Comprehensive Guide GyrusAim LMS GyrusAim LMS - What Is an Employee Performance Review? Employee performance review is a formal regulated process of assessing the employee’s work performance and articulating future work expectations. How to Conduct Performance Reviews Effectively?
Employee Performance Review: A Comprehensive Guide Gyrus Systems Gyrus Systems - Best Online Learning Management Systems What Is an Employee Performance Review? Employee performance review is a formal regulated process of assessing the employee’s work performance and articulating future work expectations.
Refugee self-reliance programs address these challenges by providing comprehensive solutions to facilitate independence and long-term stability. Ninety percent of the more than 160 case studies, policy briefs, project evaluations, and impact evaluations reviewed came from just 15 organizations, primarily based in Europe and North America.
We wanted to equip users with the tools to choose organizations and projects that matched their criteria or decision set, and to facilitate that, we needed to be inclusive. They also find it more convenient to share scanned documents through WhatsApp as they use their phones to click pictures of documents.
IT has become more than a facilitator; It is a collaborator in our ability to bring ideas to life. Periodic intentional reviews of safety precautions are an important responsibility of being the guardian of member information. If you don’t have a governance strategy, developing this document should be a priority.
and it’s up to the board chair, administrator, and executive director to spend enough time crafting these crucial documents. dives into a handful of preparation requirements that are crucial to set up a meeting for success, two of which include: Documents that attendees are expected to review. and reviewdocuments.
1) Review the Year: For as long as I can remember, I have kept an annual professional journal, using a variation of bullet journal technique. I also use it as a year in review tool. I use weekly reviews and look-ahead rituals as well as the 18-Minutes A Day Reflection Technique. Year in Review.
The nonprofit world swims in an ocean of written documents. Most people will forgive an occasional grammar or spelling error, but writing letter after letter and document after document littered with spelling errors, grammatical mistakes, and choppy sentence flow will dilute the credibility of a writer—and a nonprofit.
You’ll be able to leverage these features to create a user-friendly nonprofit website that facilitates online donations and other transactions, keeps donor information secure, and increases brand awareness. After reviewing each platform, you might feel torn on which one is the right system for your nonprofit.
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