Practical, no-nonsense training for nonprofit boards and EDs: clear roles, better meetings, real strategy, and tools your team can use now.
About this EventAbout this trainingNonprofit boards carry responsibility for money, mission, people, and reputation—often with limited support. Let’s fix that.
Boards That Actually Work is a two-day Equiiti Strategic workshop series built for board members, board chairs, and Executive Directors. Expect plain language, real examples, useful templates, and a few laughs. You’ll leave with shared language, clearer roles, and a simple plan your board can actually execute.
Choose your path:
Sun, Jan 18 (10:00–2:00) - Board Bootcamp: Orientation Intensive
Fri, Jan 23
- 9:00–12:00 — Strategy That Sticks: From Mission to a 12-Month Gameplan
- 1:00–4:00 — Future-Proofing the Board: Succession, Fundraising & Governance-in-Action
Come to one, two, or all three.
Who should attend- New and returning board members
- Board chairs/officers and governance committees
- Executive Directors and senior staff who partner with boards
- Organizations ready to move from “surviving meetings” to leading on purpose
What you’ll learn (Equiiti’s core threads)- Roles & decision rights: board vs ED vs committees, in human language
- Culture & communication: how we talk, decide, disagree, and follow through
- Working vs governance boards: name where you are and what’s next
- Strategy that lives: keep goals moving between retreats
- Succession & recruitment: skills + lived experience, pipelines, onboarding
- Board fundraising: realistic roles, talking points, and activity menus
Session breakdownBoard Bootcamp: Orientation IntensiveSun, Jan 18, 10:00–2:00
A fast, humane orientation for boards and EDs together.
- Why boards matter (money, mission, reputation, people)
- Roles & boundaries + Decision Rights Map
- Committees that do work (terms of reference made simple)
- Culture & communication agreements
- Meetings that don’t drag (agendas, consent agendas, smart minutes)
Take-home: Board 101 Checklist, Decision Rights Map, Operating Agreement Template
Strategy That Sticks: From Mission to GameplanFri, Jan 23, 9:00–12:00
Turn strategy from a document into a board habit.
- Board’s role: lead strategy without micromanaging
- Set 3–5 annual priorities and measurable outcomes
- Simple dashboard + meeting cadence to track progress
- Link committee workplans to goals (retire zombie committees)
Take-home: 12-Month Board Gameplan, Strategy Dashboard, Agenda Mapper
Future-Proofing the Board: Succession, Fundraising & Governance-in-ActionFri, Jan 23, 1:00–4:00
Put people, money, and guardrails in place for the next 24 months.
- Succession & recruitment (skills/lens matrix, pipelines, onboarding)
- Chair–ED partnership: evaluation, feedback, healthy handoffs
- Fundraising reality-check: board roles, talking points, activity menu
- Governance in action: policies that matter, decisions in crisis
Take-home: Board Composition Matrix, 90-Day Recruitment Plan, Board Fundraising Menu, Crisis Decision Grid
Pricing (nonprofit rates)Individual seats
- Bootcamp (Sun): $60
- Advanced AM (Fri): $50
- Advanced PM (Fri): $50
- Friday Day Pass (AM + PM): $90 (save $10)
- All-Access (Bootcamp + AM + PM): $135 (value $160 - save $25)
Group rates (same organization, mix & match attendees)
- Bootcamp-only 5-Pack: $270 (=$54/pp; value $300 - save $30)
- Friday-only 5-Pack (AM + PM for 5): $425 (=$85/pp; value $500 - save $75)
- All-Access Weekend 5-Pack (all three sessions for 5): $675 (≈$135/pp; value $800 - save $125; best value)
Want to register a different group size or be invoiced? Select “Pay by invoice” at checkout or email us (below).
What you get- Equiiti’s ready-to-use tools (checklists, templates, maps)
- Shared board–ED language for decisions and follow-through
- Certificate of completion (handy for board development records)
- Access to post-event resource links and a short “Board Health Check”
FacilitatorEquiiti Strategic is a Fraser Valley–based leadership and governance studio helping boards and teams work and lead with clarity, inclusion, and courage. We bring an unapologetically Canadian lens, a sense of humour, and a deep respect for the real constraints nonprofits face.
Agenda🕑: 10:00 AM - 02:00 PM
Board Bootcamp: Orientation Intensive (Sun, Jan 18)🕑: 09:00 AM - 12:00 PM
Strategy That Sticks: From Mission to Gameplan (Fri, Jan 23)🕑: 01:00 PM - 04:00 PM
Future-Proofing the Board: Succession, Fundraising & Governance (Fri, Jan 23)
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