Management and Leadership Seminar

Wednesday, July 29: 8:30am – 4:30pm

This full-day program features distinguished consultants and senior practitioners who will guide you through an interactive program designed to help you achieve your greatest potential as a strategic leader of your team. This intensive seminar is designed for department and senior managers in all aspects of fundraising research, relationship management and analytics. Whether you are already responsible for managing a high-functioning team or stepping up into a new management role, this program can help you learn new techniques for effective planning and execution while thinking critically about your leadership style, management skills and communications techniques.

Program Highlights

Methods and Tools for Strategic Planning
Mapping and Tracking Goals and Progress
Ways to Engineer Change Within your Organization with Practical, Effective Means
Creating and Facilitating Effective Staff Teams

Winning a Seat at the Strategic Planning Table
Simone P. Joyaux, ACFRE, Principal and Owner, Joyaux Associates

Many professions are focused on having a voice in their organization’s future including the strategic process. This workshop can help you position yourself at the planning table and advocate for your organization by teaching the essence of strategic thinking, planning concepts and techniques.

We will discuss the basic principles of strategic planning, identify how planning can have an impact on your organization and how you can utilize your position and your work to become an active voice in the process. These conversations will focus on how they relate to advancement services and development operations.

Strategy Mapping
Gail Perry, Vice President, Business Development, Balanced Scorecard Institute

Strategy mapping is becoming the tool of choice for many organizations to better understand and communicate the value creation process to customers, employees and other stakeholders. It is one of the key steps in building a balanced scorecard strategic management system; several other building steps depend on a well crafted strategy map.

This presentation challenges participants to think strategically and offers examples and exercises to stimulate strategic thinking. Workshop content will include an overview of the basic process of building and refining a strategy map to get the most out of this powerful tool in a way that leads to better strategic focus and organizational alignment.

Facilitative Leadership
Matt Beane, Principal Associate, Roger Schwarz & Associates

Research shows most leaders unwittingly contribute to interpersonal challenges — ultimately limiting sustainable results. This presentation addresses the specific ways in which people undermine working relationships, why they tend to do so and strategies for dealing with this problem.

This session will focus on individual mindset – beliefs and values – and how they influence behavior and the results you can get as a leader. We will learn through experiential exercises, stories, role playing and group conversation. Expect to leave with both a theoretical model to describe these challenges and practical techniques to begin addressing them.