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Leaving Well in the Workplace

Board Training That Actually Fits Your Board

Published 2 days ago • 1 min read

Hi!

I want to tell you about something that happened last week that reinforced why I do this work the way I do (and how I accomplish my work as well).

A client needed board training. Not the cookie-cutter, here's-your-binder-good-luck variety. Real training, as in:

  • How do we run an annual review process for our executive director?
  • We need to learn how to read financials without glazing over!
  • What's our actual role in fundraising?
  • How do we onboard new members so they don't spend a year figuring out what's happening?
  • What does good governance look like when we're not in crisis mode?

I could have cobbled something together on my own, or sent them a bunch of links to check out.

But, I'm not a finance expert, and I'm not a governance wonk.

So, instead of pretending to be and know everything, I partnered with two consultants who are excellent at what they do.

​Perry Radford of Rad Philanthropy handled finances and fundraising training.

​Stephen Newland from MoneyPath led governance and onboarding.

I coordinated and filled in the succession planning and transition pieces, and added a section on equitable nominations and training for new board members, especially folks with lived experience.

The result?

Training that was sharp, relevant, and designed for this board's actual needs—not a generic deck we've all seen before.

I'm excited about a new partnership: Christal Cherry of The Board Pro and I are teaming up to deliver some potent in-person training opportunities! Christal specializes in board search and intensive training work. If you're tired of surface-level one-size-fits-all, and want something transformational, we're building that.

As Christal and I put the finishing touches on this body of work, please hit reply and let me know if your board needs training! Let's talk and support a design of something that truly fits YOUR org's / board's needs. Training that addresses your organization's specific gaps and gets your board ready to actually govern.

​

The larger point here is this: Good consulting means knowing what you're great at, and partnering for the rest. Your board (and your org) deserves trainers who actually know their stuff, and/or trainers with a cadre of professionals in their network to pull in as needed.

I'm thrilled and thankful to have such a cadre of incredible folks.

Gravel Road, Chattahoochee Hills, GA 30213
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Leaving Well in the Workplace

Naomi Hattaway, Founder and President

Your Leaving Well guide to navigating workplace transitions 🧡 I normalize workplace transitions one organization + person at a time. Leaving Well is the art + practice of leaving in the workplace, with intention + joy.

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