New Directions Board and Staff Retreat

The world is changing for nonprofits. The internet makes researching and giving to any charity easier than ever, traditional fundraising, like workplace campaigns, are stalling, and the younger generation isn’t interested in what United Way is selling. If your United Way wants to be here in 20 years, you need to change direction.

That’s where Perspectives’ New Directions Board and Staff Retreat comes in. In this half- or full-day retreat, Perspectives will guide your board and staff through in-depth discussions about your challenges, the need for change, and if an issue focus direction is right for your United Way.

During the retreat your United Way board and staff will:

  • Examine the challenges your United Way is facing and decide if change is needed to solve them

  • Discuss why donors support your United Way currently and what your United Way will need to do to be relevant to donors in the future

  • Learn about the Issue Focus Model, how it works, and how your United Way could use the Issue Focus Model to make measurable change in your community

  • Have an honest and open conversation about the direction your United Way will need to take to be successful in the future

Next Steps

Contact us for more information about our New Directions Board and Staff Retreat

Here’s what our clients have to say about working with us:

Testimonials

“Thank you for a great day of thought-provoking conversation! I know I conveyed to you that I had high expectations for the day, and y’all exceeded them!”

- George McCanless, President & CEO of United Way of Central Georgia

"The process they use is so efficient that our board members were blown away by what we've been able to accomplish in a short amount of time. It's well worth the money to bring in the experts. Had I known about Perspectives before, I would have started this process sooner."

- Shane Orr, Executive Director of United Way of Muscatine

"We are thrilled with the ‘single issue’ focus on financial stability; we got there with help from Perspectives, a great consulting firm. They not only led our board through the entire strategic planning process, but their ongoing technical assistance has been extremely helpful with all our efforts." 

- Ken Toll, President/CEO of United Way of Jackson County

"You were so right! Focusing on the issue of early childhood education has resulted in raising more money from grants and campaigns, attracting new donors, and reduced designations. Now everyone knows what our United Way does in the community." 

- Julie Capaldi, President of United Way of Pickens County

"We know of no other consulting group with the breadth of knowledge and experience that Perspectives has in working with local United Ways."

- Bill Jackson, President & CPO of United Way of Erie County (retired)

"For years, our United Way wanted to move to an issue focus but struggled with how to get there as a one-person shop. The GIFT program was exactly what we needed – step-by-step instructions, samples, and ready guidance from the Perspectives team. We are now an issue-focused United Way with a solid strategic plan, and I absolutely would not have been able to manage this on my own. Perspectives’ GIFT program changed the trajectory of our work!"

- Julie Mallard, Executive Director of United Way of Delta County