Your Crescendo Proposal - Atlanta Wealth Building Initiative

2.2

FACILITATION APPROACH BOARD DESIGN REQUESTS – ASKED AND ANSWERED

Objectives: • To thoroughly, explore, analyze, and chart the implementation of AWBI’s strategic plan.

• To afford the board and staff, in particular the new Executive Director, the opportunity to delineate with specificity the strategies and tactics necessary to implement the themes of AWBI’s Theory of Change and to achieve its strategic priorities.

Team Building • Exercises to allow board members to get to know the new Executive Director and other board members both personally and professionally. - RECOMMENDATION: Launch retreat with ‘Me Map’ ice breaker – Each participant uses a flip chart sheet to draw maps, life milestones, icons and big move arrows to diagram their path to here. - Additionally, we recommend the morning of DAY 1 be committed to MY PURPOSE, OUR PURPOSE. This experience includes a discovery and affirmation of strengths, passions and motivations through assessments and shared debriefings. This will allow board members to get to know themselves and each other through a new lens and provide a sustained platformed for board committee assignments, personal and professional aspirations and fulfillments. - Refer to National Black MBA Association Leadership Team Example on page 27. • One specific idea included having the founding members (Tene, Janelle, Ellen) share context, background and “story of AWBI” in fishbowl format (evening of 10/29). - RECOMMENDATION: Create a wall timeline with AWBI from past milestones through projected milestones from strategic plan implementation planning. - Refer to Impact Church Strategic Planning Ice Breaker Example on page 18. Board Leadership/Strengths • Discover and outline strengths that each board member brings to the table - RECOMMENDATION: My Purpose Our Purpose includes Gallup’s StrengthsFinder exercise. Module described above. • Creation of roadmap for each board member’s role in an effort to ensure each board member leaves the retreat feeling confident about their individual role and potential impact of board and organization. - RECOMMENDATION: See timeline exercise above.

Implementation Work Plan and Timeline • Review and amend existing implementation work plan to determine

- Priorities for 2020-2021 - Benchmarks for 2020 - What is the role and structure of community voice? • Facilitator to provide AWBI 2020-2021 Implementation Plan as a product/deliverable

- RECOMMENDATION: Use Strategic Articulation Approach to build Implementation Plan. Some of the content is already in the strategic plan and will only need to be re-cast ahead of the retreat and confirmed during the board retreat. We recommend building out the STRATEGIC PRIORITIES and CRITICAL INITIATIVES elements in break out sessions at the retreat. - See Illustrative Examples on Page 20 - 23.

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FINDING YOUR FORTE ATLANTA WEALTH BUILDING INITIATIVE BOARD RETREAT | OCTOBER 2019

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