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E X A M P L E S:
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Meeting Planning & Facilitation

For your board, staff or grantees The Philanthropic Group can work with you to create educational sessions or team-building and consensus-building meetings. Our services include planning and conducting educational programs for groups of foundations.

S A M P L E    S C E N A R I O S

 

"We had so many
great ideas and opinions. The Philanthropic Group helped us reach consensus on new funding directions."


the issue

the solution

Locally focused foundation wishes to bring grantees together to maximize their effectiveness.

Grantee Meetings
For this foundation's grantees, The Philanthropic Group develops an educationally focused agenda, recruits presenters, and coordinates several daylong meetings each year. Goals are to build awareness and enthusiasm, and to encourage collaboration among over 30 grantee organizations.


the issue

the solution

Affinity group of grantmakers desires educational programs on emerging programs and policies.

Grantmaker Educational Meetings
The Philanthropic Group plans and convenes an ongoing educational luncheon program for funders. Collaborating with a planning committee, topics are identified, expert presenters are secured, a flyer designed and mailed, and the meeting moderated to ensure achievement of objectives.


the issue

the solution

Statewide foundation seeks to increase staff effectiveness.

Staff Team-Building
Using established team development consulting practices, staff retreats are planned and conducted to set goals, develop annual plans, and increase overall effectiveness of the team. Activities include assessing the current issues and staff concerns, developing an appropriate agenda, designing tools and handouts, identifying discussion topics, and writing a report of meeting outcomes.


the issue

the solution

Family foundation wishes to achieve consensus.

Board Discussion Meetings and Retreats
The Philanthropic Group interviewed each board member, compiled an overview of the range of their interests and concerns, identified areas of agreement, and facilitated board discussion to arrive at consensus. Decisions were reached on mission, allocation of funds among several focus areas, and succession planning.


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