by William J. Moran, J.D., M.S.Ed.
Nonprofit boards should gather once a year to review the past year and plan for the coming year. This may be done at an off business site such as a board member’s home. If done in in a 3-4 hour session, this can serve as a fun gathering.
Following is a sample agenda for a nonprofit Board Retreat.
Board Retreat Agenda
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)
III. What is the SWOT analysis telling us?
IV. Objectives for Coming Year (Group)
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© 2008 The Moran Company, “We find great nonprofit executives.” We specialize in searches for nonprofit executive directors, directors of development/fundraising staff, and other top nonprofit leadership. www.morancompany.com