Board Committee Structure • Discuss and ultimately determine final board committee structure based on workplan and identified strategic priorities and workplan - RECOMMENDATION: Consider utilizing a mix of standing committees (those responsible for managing ongoing board activities), tasks forces (time limited assignments) and advisory groups (to engage a broader range of stakeholders to provide guidance and insight on particular issues). After naming the committees, leverage the results of the strengths finders and my purpose, our purpose assessment to identify those individuals best suited to serve on the varying committees. Capital Deployment Strategy and Execution • Discuss Capital Deployment strategy and implementation in alignment with work plan and priorities. - RECOMMENDATION: Consider a participatory approach to grantmaking and collaborative decision- making. Similar to our work with the New York Women’s Foundation (NYWF) where we supported the design and implementation of an Allocation Committee Structure for a capital deployment of $1 million annually to women and girls led grass-roots organizations. We recruited a diverse mix of 30+ community members, leaders, and funders representing a wide-range of perspectives and ideas to serve on the NYWF Allocation Committee. The committee members were divided by issue and geographic areas and received an orientation and training on the guiding principles and objectives of NYWF’s grantmaking strategies before meeting potential grantee partners. This process remains a hallmark of NYWF’s grantmaking process and continues to create equitable opportunities for local-led solutions, long-term grantee partners and sustainable change for women and girls. Thought Leadership • Discuss how AWBI can begin to shift thinking around the racial wealth gap, democratic ownership, participation of anchor institutions in building community wealth, etc. • Discuss potential forums in which AWBI will participate in 2020 • Consider how AWBI will “right the wrongs” from the past including those that will be seen at The Peace and Justice Memorial and the Civil Rights Memorial Center? What is the plan for writing those wrongs? - RECOMMENDATION: Your Crescendo has developed and utilizes an approach in the EXECUTION phase of purpose realization in Finding Your Forte that we call BRANDING ON PURPOSE. This approach lays out three levels of branding a person or organization to grow awareness and engagement for target people and organizations. In a popular TED Talk, Simon Sinek proclaims, ‘People don’t buy what you do, they buy what you do it’ and then illustrates it with three powerful examples of The Wright Brother, Apple and Dr. Martin Luther King. This approach was developed with this premise at the foundation. We recommend a facilitated discussion (full board or breakout) with the framework as a backdrop to identify the channels of building brand awareness, thought leaders and target engaged stakeholders. - Illustration
• SPECIAL NOTE All of the segments requested by the board entries of the RFP require more time than currently allocated in the 2 partial days retreat. It will be imperative to prioritize the segments.
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FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019
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