Customized Board Enrichment Sessions build leadership and capacity in nonprofit board members.

Planning for the Organization

Session design, customized for your organization, ensures that each board member receives consistent background information and that each experiences the same training over time.

New board members acclimate more quickly.
By the end of a three-year term, each board member has completed a series of trainings that result in more engaged board participation.


New member orientation: Each board member undertakes an Onboarding New Members class as he or she joins the organization’s board. This class briefly covers the topics listed in Board Basics as well as customized topics important to successfully integrating with your board.

Continuing education: Three to four times a year, 20 Minute Enrichment Sessions are conducted. These 20-minute sessions are part of the agenda for board meetings or separately schedule classes.
Suggested format is minimum 15 minutes of content and at least five minutes for questions.
Over the three years of a typical board term, each board member will have the opportunity to participate in up to 12 topics.

View suggested Session Topics.

Contact us to discuss or schedule customized training.

Onboarding New Board Members

Eric and Sandra Billman

A Customized Seminar

  1. Introduction to Board Service
  2. How to enjoy fulfilling board service
    1. Understand expectations
    2. Understand and work within the leadership structure
    3. Provide support with Time, Talent, Treasure, and Ties
    4. Commit to an “enduring partnership.”
  3. Wrap up and summarize

Handouts Include the following:

  • Copy of strategic plan for the organization
  • Copy of board member handbook or similar that includes a copy of the “job description.”
  • Copy of The Art and Science of Donor Bliss book
  • Other related materials provided by the organization

Contact us for more information.

Board Enrichment Sessions

Board Basics

  1. Understand Expectations and Leadership Structure (Governance and Management)
  2. How YOU can help: The four T’s (Time, Talent, Treasure and Ties)
  3. Revenue and Resources
  4. Fundraising Basics and Stewardship
  5. Planned Giving Basics
  6. Making the Ask (as a board member)

See also Onboarding New Board Members Seminar

Building the Board

  • Commit to an Enduring Partnership
  • Fundraising Basics and Stewardship
  • Grants 101
  • Revenue and Resources
  • Considering Brand as a resource
  • The Road to Donor Bliss – A Donor’s journey to the joy of giving. (aka – A Donor’s Point of View)
  • Thinking Big – what would be the impact of significant additional resources?
  • Community impact and the value added by this organization
  • Engaging Millennials / Embracing Diversity
  • Succession Planning
  • Coming to Consensus
  • Review of Board Basics: Governance, The 4 T’s, Following the Plan, and conclude with Enduring Partnership as the wrap-up for the session
  • Best Practices for Onboarding New Members

Packaged 90-minute sessions available.
Example of session flow:

  1. The 4 Ts – Time, Talent, Treasure, Ties (section includes board member participation and serves as a lead-in to the topic of fundraising)
  2. Revenue and Resources (concepts conveyed lecture-style and serves as additional lead-in to the topic of fundraising)
  3. Fundraising Basics (section includes board member participation)
  4. Organization Strategy (section includes board member participation)

Can be implemented as suggested here or other sessions from the list may be substituted.

  • Any single topic can be developed into a longer, more in depth session.
  • Many board members have been serving on boards for multiple terms. Many of these topics will be largely refreshers or reminders to them.

Contact us to schedule this important step in enhancing your board’s performance.