All A-Board! Successful Board and Senior Executive Peer Reviews, Expectations, and Communication

Track: Strategic Management

Session Number: 2092
Date: Thu, Aug 1st, 2019
Time: 10:30 AM - 12:00 PM
Room: Grand Sonoran E

Description:

Join Tracey as she walks through positive and innovative approaches to working with senior volunteers and executives in regards to their expectations and roles in peer review. No more handing out long lists that go nowhere! Long considered an onerous task, learn how to teach your board members and senior executives to "think like a researcher" in being proactive and positively reactive in peer review sessions and identifying linkages to your organization. Proven in the field in a workshop or "Lunch & Learn" formats, these tips will excite your volunteers, senior executives, and key stakeholders to be a vital part in creating a viable major giving and campaign prospect pipeline. Also discussed is tracking board accountability and activity to generate reports on their success.

Please note: This session will be recorded.
Session Type: Breakout Session (90min)

Primary Competency: RM:Competency 11: Volunteer Management
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 10: Campaign Management
Intended Audience Level: Level II
Recommended Prerequisites: None
Learning Objective #1: • How to train your senior volunteers and executives to “think like a researcher” in peer review and identifying prospects for your organization.
Learning Objective #2: • How to communicate expectations and positive communication with your senior volunteers and executive.
• Learn how to include vital accountability and activity reports for your volunteers to record their success during the campaign.
Shop Size: All Shop Sizes
Session Type: Breakout Session (90min)

Primary Competency: RM:Competency 11: Volunteer Management
Secondary Competency: RM:Competency 13: Building Internal Relationships
Tertiary Competency: RM:Competency 10: Campaign Management
Intended Audience Level: Level II
Recommended Prerequisites: None
Learning Objective #1: • How to train your senior volunteers and executives to “think like a researcher” in peer review and identifying prospects for your organization.
Learning Objective #2: • How to communicate expectations and positive communication with your senior volunteers and executive.
• Learn how to include vital accountability and activity reports for your volunteers to record their success during the campaign.
Shop Size: All Shop Sizes