ANNUAL RETREATMentes Puertorriqueñas en Acción

Agenda Day 1

I. Welcome, Overview of Retreat and Setting Intentions II. Executing the Duties and Responsibilities III. Team Building Exercise IV. Lunch V. Review of Prior Year VI. Organizational Assessment VII. Communication Styles Exercise VIII.SWOT (Group)

Executing the Duties and Responsibilities

• Mission, Vision & Values

• Director Duties

• Compliance, Oversight & Other Legal Duties

• Advocacy of Directors - Fundraising

Team Building Exercise - Creative Innovation

Review of Prior Year

• Review of financials and highlights

• Achievements (Group)

• Challenges (Group)

• Lessons to carry forth? (Group)

Communication Skills Exercise - Styles

Communication Skills Exercise - Styles

Channels of Communication

• What are all the communication channels you use (or know of) each day?

• When do you use each? Why?

• What are the characteristics of each channel; e.g. synchronous/asynchronous, remote/inperson, etc.

• What are the advantages / disadvantages of each

Communication Choices

• Tell: instructing or explaining. You want the recipient to learn & understand. Less dialogue.

• Persuade: ‘selling, cajoling’. You want your recipients to do something different – change. Although you are leading, you need some recipient involvement.

• Consult: conferring. You need give-and-take with recipients. You want to learn from them while maintaining predominant control over the interaction.

• Join: collaborating. You and the recipient are working together.

Communication Choices

• Understand how communication occurs

• Understand your own communication behavior style

• Learn to diagnose the communication needs of others

• Develop listening skills

• Communicate with others in a way that is sensitive to and aware of their needs

• What is your communication’s Achilles’ Heel?

Organizational Assessment

• McKinsey Survey Results

• Interpretations & Practical Applications? (Group)

• What did not go so well? (Group)

• Lessons to carry forth? (Group)

Agenda Day 2

I. Changing Structures II. Communication Exercise - Unified Message III. Goals IV. Lunch V. Organizational Development VI. Team Building Exercise - Building Interdependence VII. Plan Building

Changing Structures

• Board Bylaws

• Fiscal Policy

• Employment Policy

• Communication Policy

• Code of Conduct

Communication Skills Exercise - Unified Message

Communication Skills Exercise - Unified Message

System Change

• Budgets

• Programs

• Fundraising

• Capacity Building

Organizational Development

• Capacity Building

• Program Development

• Budgeting

• Compliance

Capacity Building

• Building the capacity of the organisation and its human capital requires:

• Understanding how an NGO functions—determining where the organisation is.

• Using the NGO’s human and monetary resources to build a viable organization—use what you have.

• Planning and implementing actions that enable the NGO to improve people’s lives—do what you can.

• Strengthening an organization’s ability and capacity to effectively provide services to its various clients, stakeholders, and constituents.

• Becoming a learning organization.

• Continually adapting to changing internal and external environments.

• Sustaining its finances, operations, and benefits.

Program Development

• The six major systems common to most NGOs:

• Programs

• Governance

• Management

• Human Resources

• Financial Resources

• External Relations

• Programs are the strongest signal of the success and value of an NGO.

• Effective quality programs requires an understanding of community needs, specialized technical knowledge, and unique approaches to service delivery.

• When was the last time the organisation assess its raison d’être?

• NGO service delivery measures client benefit/cost, not sales dollars/cost.

• Does the organisation have an adequate measurement matrix and system?

Team Building Exercise- Building Interdependence

Plan Building

• Outcomes

• Goals

• Plan to Plan

~ Margaret Meade

“Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever

has..”

THANK YOU!

Facilitated by: Regina E. Rodríguez Manzanet

CEO, Unbound Capabilities Global rodz.manz@unbound-global.com

www.unbound-global.com