By William J. Moran, J.D., M.S.Ed.
The Moran Company
“We find great nonprofit executives”
Following is a sample agenda for a Board Retreat.
Organization Name
Board Retreat Agenda
Date
I. Review of Prior Year
A) Review of financials and highlights
B) What went well? (Group)
C) What did not go so well? (Group)
D) Lessons to carry forth? (Group)
II. SWOT (Group)
A) Strengths
B) Weaknesses
C) Opportunities
D) Threats
III. What is the SWOT analysis telling us?
IV. Objectives for Coming Year (Group)
© 2008 The Moran Company
www.MoranCompany.com
“We find great nonprofit executives”
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