7 Steps to Conducting the Perfect Nonprofit Board Retreat

Key Takeaways:

• Schedule Around Key Leaders:

  • Ensure attendance by coordinating with key stakeholders and treating them as VIPs.

• Develop an Inclusive Agenda:

  • Gather input from board chairs and leadership to create an action-oriented agenda focused on solving problems, setting objectives, and making decisions.

• Encourage Participation:

  • Use icebreakers, personal sharing, and follow-up mentions to involve every member and foster engagement.

• Record and Share Action Items:

  • Document discussions, highlighting takeaways and next steps, and share minutes promptly for transparency.

• Incorporate Social Time:

  • Facilitate relationship-building through breakout sessions, role-playing, and off-site activities.

• Follow Up Effectively:

  • Send emails with meeting highlights and minutes, accompanied by handwritten thank-you notes for a personal touch.

• Do’s and Don’ts:

  • Focus on creating a productive, collaborative experience while avoiding pitfalls like inadequate scheduling or lack of follow-up.