Nathan Garber & Associates
Governance & Planning Support for the Not-for-Profit Sector

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Workshop Descriptions:
U
nited Way 
Volunteer Leadership Development Program 
 London Ontario

 

Building an Effective Board: Roles, Responsibilities, and Governance Models

If your Board of Directors stopped meeting for a year would anybody notice? This workshop examines the responsibilities of the board and the ways to organize your board to improve its effectiveness. Whether you are a new director or a seasoned veteran, this workshop will challenge you with new ideas for strengthening your board..

 

Developing An Effective Hiring Style

Effective hiring is a most important responsibility for managers and supervisors as well as for board members who hire the executive director. Successful hiring brings many benefits to the organization and allows it to work towards meeting appropriate objectives. Unsuccessful hiring produces stress in the organization, poor productivity and quality of work, higher turnover leading to lack of continuity of service, higher costs with no associated increase in value, and a poorer organizational reputation. 

The workshop provides information on effective hiring and an opportunity for some hands-on practice in analyzing jobs, developing selection criteria, developing advertising or postings for jobs, screening responses, interviewing and selecting candidates and checking references.

Duties & Liabilities of Directors of Charities 
and Nonprofit Organizations

If you are a board member of a voluntary organization or you work with one, you need to know your responsibilities. This presentation by a lawyer will answer some key legal questions including: 

  • What are my fiduciary duties? 

  • What does the law require of directors? 

  • What is "due diligence" and how do I do it? 

  • What if I disagree with a Board decision? 

  • For what can I be held accountable? 

  • How do I protect myself from lawsuits? 

  • Should I have Directors & Officers insurance? 

  • How do I avoid conflicts of interest?

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Evaluating the Board of Directors: Prudence or Paranoia

Can volunteer Board Members be held to a specific set of performance standards? Measuring Board performance is essential if we are to improve our governance and accountability. However, implementing a meaningful Board evaluation process can be akin to walking through a minefield. How do you implement a Board evaluation process without alienating yourself or other members of the Board? Understanding the barriers, what type of evaluation is best for your organization and the key implementation considerations are critical to success.

Evaluating Organizational Outcomes

What good is your organization doing for the people it serves? How can you determine the true impact of your services? This workshop will introduce participants to the outcome evaluation process, its value, and benefits. The session will include: an introduction to outcome evaluation and its relevance; an opportunity to discuss case examples to illustrate its practical application an exploration of the challenges of outcome evaluation and strategies to address them

Evaluating the Executive Director

How seriously does your board take its responsibility for evaluating the performance of the executive director? If it’s like many boards, it either puts it off indefinitely, or does it in a way that leaves both the board and the executive director dissatisfied. Regular performance appraisal allows the board to address problems before they turn into catastrophes. It fulfills the board's oversight responsibilities and allows the executive director to get formal feedback on how his or her work is perceived by others. For all its benefits, evaluation of the chief executive officer is one of the board's most-avoided responsibilities, sometimes being put off for years.

In this workshop, Nathan Garber presents an eight-step procedure that can be used by any board. It will cover techniques for ensuring fair and meaningful performance assessment including 360 degree feedback, self-evaluation, and the evaluation interview. It also addresses evaluation issues in a policy governance board. Whether you are evaluating after a probationary period or whether your E.D. has been there for years, this workshop will help you get started right away.

Get Relief From The Time Crunch: Create a Customized
Plan of Action for Managing Your Time

Do you wish you could feel more in command of your time? It's something we all struggle with since there's only so much of it to work with. The good news is that time management is a learnable skill. By taking the time to consider your preferences and needs, you can design a customized time management system that will really work for you - reducing your stress, saving you time, and allowing you to be more productive. At this workshop you will:

  • develop a new way of looking at time and identify what's holding you back from taking control;

  • learn how to create a customized time management program based on your individual preferences;

  • identify your ideal schedule and tools to keep you on track;

  • learn about strategies that will help you deal with the realities of everyday life.

 

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Getting Your Word Out: an introduction to media relations

Learn the basics of media relations and practical tips and techniques on how to get your message out. Including: what the media want, press releases that work, dealing with reporters, creating media opportunities, developing positive relationships with media and interview tips and skills.

Special Event Planning

What are the steps that go into planning and carrying out a successful special event. In this session, you will learn the PIE of special events – planning, implementing and evaluating special events. This interactive workshop will provide participants with fundamental event management tools such as developing an event schedule, planning and managing the critical path, developing a case statement for sponsorship requests, marketing and promoting the event, budgeting and managing the costs, and recruiting and managing volunteers.

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Managing the Workplace of the New Millennium

For board members, executive directors, and supervisors of staff or volunteers, this workshop will discuss critical issues in current employment law of interest to non-profit and charitable organizations. This workshop is offered in collaboration with the Volunteer Lawyers Service. Topics will include:

  • Employment Contracts–Dos and Don'ts 

  • Dealing with Workplace Sexual Harassment 

  • Conducting Dismissal Meetings (and how to avoid allegations of Bad Faith) 

  • Update on Just Cause

Negotiating for Results and Relationships
how to get your needs met without alienating the other party

Unless you live alone on a desert island, you are constantly in negotiating situations at work and at home. This workshop introduces the fundamental principles of collaborative (or "win/win ") negotiation and includes "secrets" to keep negotiations from bogging down.

Preparing for Strategic Planning

All organizations, big and small, profit or not-for-profit need a strong strategic plan. The Strategic Planning process can vary depending upon what challenges the organization is attempting to overcome. This workshop will outline a process for not-for-profit strategic planning and help your organization understand what next steps it needs to take in order to reach its goals.

Preparing Persuasive Funding Proposals

Every funding proposal must answer four basic questions:

  1. What are you you are proposing?

  2. Why is it important?

  3. How will you do it?

  4. How much will it cost?.

What can you do to make ensure that your proposal makes it to the approval list? In this workshop, a panel of experts will discuss the characteristics of compelling funding applications. If you are planning to seek funding for projects or your core services, this workshop will help you do the groundwork necessary for success.

Protecting Personal Information: an update for Charities and Nonprofit Organizations on the Personal Information Protection and Electronic Documents Act

Effective January 1, 2004, the Personal Information Protection and Electronic Documents Act imposes stringent requirements on organizations that maintain personal information on individuals. By spring, we expect to know a lot more about how the Act will be interpreted and enforced, and what, if any, legislation the Province of Ontario will be presenting to supercede the Federal legislation.

Raising money for the small non-profit: practical suggestions for a changing world

It's not the strongest of the species that survive, nor the most intelligent, but the ones most responsive to change. ~ Charles Darwin
Diminishing government funding is leading an increasing number of non-profits to turn to fundraising to support their missions. This session will provide you with tools you can use to help your organization transition into major and planned gift fundraising. Learn to approach fundraising with real world solutions, creativity and resourcefulness.
 

Recruiting & Training Good Board Members

Strong boards do not come about by accident. They are the result of careful recruitment, attention to training needs, and systematic evaluation. This workshop explores different strategies for finding potential board members and preparing them to be effective directors.

Special Event Planning

What are the steps that go into planning and carrying out a successful special event. In this session, you will learn how to plan, implement, and evaluate special events. This interactive workshop will provide participants with fundamental event management tools such as developing an event schedule, planning and managing the critical path, developing a case statement for sponsorship requests, marketing and promoting the event, budgeting and managing the costs, and recruiting and managing volunteers.

Special Events: Strategies for Success

Go beyond how to plan a special event and work towards creating, implementing and achieving success with your fundraising events. Learn about strategic thinking, strategic planning, strategic marketing and strategic implementation and come away with actionable items to increase revenue, attendance and visibility with your signature events.

This interactive workshop will provide participants with a fundamental understanding of what events will work and why in their organization as well as how to build on and increase the success of their current fundraising events.

Whether you are looking to build on current event or need to create one this session is for you!

 

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Takin' Care of Business
Financial Stewardship for Board Members.

Board members are increasingly expected to exercise knowledgeable and effective control over the finances of the organizations on which they serve. Being a volunteer does not protect them from their fiduciary obligations. This workshop will equip Board members with tools and concepts to help them manage risks, protect assets, and achieve financial objectives. Topics will include:

  • how to obtain a better understanding of organizational risks;

  • what assets have to be protected and how can this be done;

  • how can your auditors be of assistance beyond their statutory audit function; and

  • how can you ensure that financial reports provide actionable information for Board members.

A Template for a Human Resource Policy 
for a Small Organization

This workshop will provide an overview of a template for developing a personnel policy for an organization without human resource professionals on staff. Topics to be covered include:

  • Why have a policy?

  • What to include?

  • What to exclude?

  • How to administer?

  • Where to get help?

Turning Your Board Into a Team

How we get there is as important as getting there! Team building is not a separate activity that boards must undergo – effective team building is a result of how the work of the board is done. Operating from a team perspective creates ownership, nurtures commitment and empowers board members to fully participate in their work. This workshop will equip participants with tools on how to create effective, innovative, compassionate and collaborative board – turning boards into teams!

Volunteer Management IS Risk Management

Whether your organization is large or small, a number of skills are required to create and manage a successful volunteer program. Volunteer management involves knowledge of techniques for interviewing, screening, placement, recognition and evaluation. Effective Risk Management within a volunteer program involves components of each of these skill sets. In this workshop, a panel of volunteer management professionals will explore how each of these skills can be used to protect your clients, your organization, your staff, and your volunteers.

We’ve Got to Stop Meeting Like This: Making Meetings 
More Effective, More Efficient, and More Friendly

Are your Board meetings too long? Do you have trouble making decisions? Are meetings an exercise in boredom and frustration or do you leave meetings with a sense of accomplishment and satisfaction? In this workshop you will learn how to improve meetings by better understanding the roles of the chairperson, minute-taker, and participants. We will consider ways to complete the agenda, handle difficult situations, and make Board and Committee meetings more efficient.

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Trainers in the 
L
eadership Development Program 
 

We are grateful to those who have volunteered to be leadership trainers for this program. All bring in-depth knowledge and extensive personal experience to their roles as trainers and leaders.

Ellen Balmain

Over the past 10 years, Ellen has had worked closely with volunteer Boards both as a staff member and as a volunteer. Executive Director of  the United Way of Perth County since December 1999, Ellen previously served as Executive Director of STRIDE, a vocational rehabilitation program for adults with psychiatric disabilities. She is a Rotarian and an active volunteer in her community.  Ellen is excited about the changes afoot in the voluntary sector and is keen to assist charitable organizations as they strategize about how to recruit and train good Board members.

 
Connie Berry

Connie Berry is Policy Analyst, Liability Issues for Imagine Canada. She holds a law degree and a Canadian Risk Manager Diploma, and will complete a Graduate Certificate in Population Health Risk Assessment and Management at the University of Ottawa in 2006. She is well versed in liability issues having experience as a civil litigation lawyer in private practice and as in-house legal counsel for the Canadian Red Cross during the 1990s. For one year she managed the Red Cross national insurance portfolio. She coordinated the Red Cross response to the Commission of Inquiry on the Blood System in Canada. In subsequent international postings, Connie’s role included outreach to public officials, civil society leaders, and armed groups to address humanitarian concerns.

Liz Brown

 Liz Brown has been addressing the challenges of outcome evaluation for more than fifteen years. Her experience includes work as a counselor, researcher, and project manager of community development initiatives. She has facilitated community evaluation processes and research to determine the effectiveness of system responses to women who have been abused and their children. She has a Masters of Social Work in Community Development and Social Planning supported by a Bachelor of Arts in Political Science. Liz is Associate Director of Community Services for United Way of London & Middlesex.

 

Maija Craig and Holly Doty

Through their company, Clear Concept Events, Holly and Maija have organized all types of special and annual events including Galas, Sports Tournaments, Auctions, Award Dinners, Walk/Runs, Casinos, Fashion Shows and more. They bring expertise in all expects of event planning including program design, sponsorship solicitation, ticket sales, media and promotion, volunteer recruitment and management. In this workshop they will share their knowledge of how to execute successful events that define an organization.


John Craven, FCA

John is an experienced financial professional who has combined many years of large corporation executive experience with significant volunteer service on not-for-profit boards and professional organizations. He spent 20 years in senior financial positions with Canada Trust and London Life Insurance Company and has extensive not-for-profit experience including various roles up to and including committee and board chair for a private school, the Canadian Diabetes Association, Thames Valley Children's Centre, St. Joseph's Health Care Foundation, and London's Covent Garden Market. He is currently providing financial management and governance advice to the profit and not-for-profit sectors through Craven Consulting Group Inc.

Melissa Currie

Principal Consultant at Efficiency+ http://www.efficiencyplus.ca, Melissa is  a planning specialist and researcher who has a natural inclination for making systems more efficient. In 1996, she completed her MSc in Social Psychology from the London School of Economics in London, England. Prior to co-founding efficiency+, she held strategic positions in a number of private sector and non-profit organizations in both Toronto and London. Melissa is a skilled communicator and published writer.  She focuses on sharing easy-to-maintain strategies that improve how people work so they can focus on what they need to get done.

Jo Deslippe

Jo is the owner of Business Development Strategies – a firm specializing in project management, fundraising and volunteer management. 20 years experience in the business sector prepared Jo for work in a provincial economic development organization, work for the City of Stratford in fundraising and volunteer management, and for her current role as Acting Director, Resource Development for the United Way of London and Middlesex. Jo is a founding Board member of the Huron Perth Health Care Alliance – a coalition of four hospitals within the two counties. Jo has served on numerous Boards including Stratford and Area Access to Independent Living – an organization serving the needs of homeless young adults – the Stratford General Hospital and Stratford Rotary Club. For more information about the services of business Development Strategies, visit www.businessdevelopmentstrategies.ca .

Claudia Falquez-Warkentin

Claudia is a  lawyer with a special interest in the law of charities and non-profit organizations. She served as Chair of the London Cross Cultural Learner Centre, and as a volunteer with the Bethany Centre and Sunfest Cross Cultural Arts Committee. She is active in the Canadian Colombian Professional Association and the Board of the Arbour Glen Day Nursery.

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Nathan Garber

Nathan has worked for more than 35 years in the nonprofit sector, including 17 years as an executive director, 7 years managing funding programs, and many years as a Board member of local, provincial, and national organizations. He has written many articles on nonprofit management and was founding editor of Nonprofit Boards and Governance Review, an e-newsletter with more than 7,000 subscribers. He is principal consultant of Nathan Garber and Associates and coordinates these Leadership Development workshops for the United Way of London & Middlesex.

Renato Gasparotto

Renato is a Partner at Siskinds and is Head of the Firm’s Labour Relations and Employment Law Department. His practice is restricted to Employment Law and Labour Relations; Slander and Libel; and Commercial Litigation.

Nancy Granger 

An Associate at Siskinds, Nancy is a member of the Firm’s Labour Relations and Employment Law Department. Her practice is restricted to Employment Law.

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Jamie Grenier

Jamie is Executive Director of Arbour Glen Day Nursery and instructor for Fanshawe College E.C.E programs. She has developed and facilitated workshops for Early Childhood Educators and taught lifeskills coaching .She has held executive positions in the Association for Early Childhood Education of Ontario and Parent-Teacher Association.

Lorna Heidenheim

Lorna is Executive Director of Ontario Healthy Communities Coalition.

Janine Higgins

After practicing law for thirteen years, Janine established a full-time alternative dispute resolution practice in London, Ontario. She now has an active practice in both commercial and family mediation. She lectures in mediation, principled negotiation, and alternative dispute resolution at the University of Western Ontario Law School and conducts mediation skills training programs for a number of organizations.

Andy Hynes

Andy has served in a number of HR roles throughout his career in the London area in both public and private sector. He has assisted with and been a board member of United Way Agencies and has worked with United Way in a number of capacities over the past 20 years.

Catherine Joyes

Cathy joined the staff of the London Community Foundation in March 2002. Initially working in the area of research and development, Cathy is now the Manager of Granting and Donor Services. Prior to joining LCF, Cathy worked for five years as a member of the Prospect Research team in Advancement Services, part of the External Relations Department, at the University of Western Ontario.

Laurie Lashbrook

Laurie Lashbrook is president of The Lashbrook Group Inc., a full service consulting group that specializes in strategic communications planning, public relations, and public affairs. Reflecting Laurie’s broad range of interests and experience, The Lashbrook Group Inc. works primarily with clients in the not-for-profit sector, helping organizations communicate their missions. Current clients include Brain Tumor Foundation of Canada, Canadian Surgical Technologies & Advanced Robotics (CSTAR), Community Living Ontario, Merrymount Children's Centre, Elgin County Homes, and a number of hospitals.

Laurie is a strategic thinker with a hands-on approach that gets results. She is best known for her ability to take an issue or cause and develop a communication strategy that engages the community in providing support. Laurie is an award winning communicator with a number of local, national and international awards of excellence for Community Relations and Media Relations including three prestigious IABC Gold Quill Awards for her work with the United Way’s Images of Hope Campaign.

London and Area Association of Volunteer Administrators

A networking and professional development association for volunteer leaders in southwestern Ontario. Presenters for VLD workshops include

  • Michelle Baldwin, Coordinator of Volunteer Services, Thames Valley Children's Centre

  • Jennifer Mott, Volunteer Services Assistant, Parkwood Hospital

  • Rory Patten, Coordinator of Volunteer Services, St. Joseph’s Health Centre

Peter McKinley

Peter is a consultant, a researcher, and speaker with a wide range of experience and skills in management and fundraising. Formerly Director of Alumni Intelligence at the Richard Ivey School of Business, Peter is currently providing operational and strategic counsel to clients, as well as research, training and mentoring services. He has particular expertise in Prospect Research, a subject he teaches at the Faculty of Information and Media Studies of the University of Western Ontario. His website is www.petermckinley.com

 

Hallie McClelland

As Director of Gift Planning at at The University of Western Ontario, Hallie oversees Western's Legacies for Tomorrow program which includes almost 500 planned giving members and generates $13 million dollars annually in future gift expectancies and annual realized estate gifts. In the past 12 years she has worked in all three areas of individual donor fundraising - annual giving, major gifts, and planned gift fundraising. Past employers include The Ontario March of Dimes, World Wildlife Fund Canada, and the University of Toronto.

Robert Parker

A trainer and motivational speaker for more than 14 years, Bob Parker speaks professionally to thousands of people each year on the principles of success and motivation.

Lisa Plancke

Lisa Plancke spent nine years as an entrepreneur in the United States, providing computer training for rehabilitation clients. Since moving to Canada six years ago, she has worked on a number of multi-partner and grant funded initiatives for non-profits in the areas of arts and culture, employment and municipal planning. She has authored a Cultural Master Plan for the City of Strathroy, produced a magazine on young entrepreneurs and launched a countywide program for downtown revitalization. Lisa currently serves as Program Director for Seize the Clay  a campaign to build a Clay Art Centre for the London Potters Guild.

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Frank Pyka 

Frank is Director of Finance and Allocations at the London Community Foundation.

Ron Robinson

President of ABARIS Consulting Inc., Ron has extensive senior management experience working with a variety of local, provincial and national organizations, their Boards, staff and stakeholders in conducting stakeholder consultations and formulating, implementing and evaluating their organizational strategy . He has written many articles on a variety of strategic management , human resource and governance issues and is an active Board member of the London Civic Employees Credit Union.

Sandra Safran

Through her firm, Sandra Safran HR Services, Sandra provides Human Resources consulting for a variety of organizations in Southwest Ontario. Her emphasis is on practical results for organizational success. Her services help organizations to maximize their effectiveness in managing their employees in the areas of compensation and benefits, job evaluation, pay equity, performance management and appraisals, management coaching, effective hiring, developing and applying staff policies, staff orientation, return-to-work and exit interviews programs.

Maria Sánchez-Keane

Maria is President of Sánchez-Keane and Associates. An international consultant, trainer and facilitator since 1994, as well as having over ten years of senior management experience in the not-for-profit sector, Maria’s areas of expertise include strategic planning, leadership development, mediation, volunteer management and team development. She has worked with groups ranging in size from teams of three to organizations of over 800 employees.

Sheila Simpson 

Sheila is Regional Program Manager for the Thames Valley Region of the Ontario Trillium Foundation

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Graeme Sperryn

Graeme is a lawyer with the firm of Siskinds. He sits on several boards and has a special interest in the law of charities and nonprofit organizations.

Lynn Trute

In a 15 year career with the Department of National Defence, Lynn held a number of positions in accounting, auditing, and management where she managed both military & civilian personnel. She helped to establish Military Family Resource Centres in London, Edmonton, Ottawa, North Bay & Germany. In the process, she chaired several Boards of Directors, recruited, trained and developed volunteers, hired and managed staff, and developed personnel policies and management procedures.

Mary Williamson 

Mary is Executive Director of the London Cross Cultural Learner Centre. She can speak authoritatively about funding proposals because she has written more of them than anyone can count.

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Nathan Garber & Associates
Training and Consulting for the Nonprofit Sector
1071 Richmond Street, London, Ontario, Canada  N6A 3K1
tel: (519) 439-3008  fax: (519) 439-3008

Nathan@GarberConsulting.com