You're likely to require the volunteer to have:

• Experience facilitating strategic workshops / meetings
• A personable style
• Good communication and listening skills

The pro bono professional will deliver:

• Review of information relating to the purpose of the workshop
• Facilitation of a half or one day strategic planning session with staff and / or board of your organisation

A project like this could be expected to take the volunteer 5-8 hours over one week.

Step one: Volunteer reviews relevant materials

The not for profit gives the volunteer relevant information, for example project brief, strategic plan or SWOT analysis.

Likely time commitment for volunteer: one hour reading and reflecting

Step two: Background call

Volunteer has a short 30-minute call with the organisation to confirm the goals of the meeting and discuss the structure / flow of the workshop.

Likely time commitment for volunteer: 30 minutes on call

Step three: Strategic planning workshop

Volunteer and organisation members meet at agreed location and complete a half or full-day workshop.

Likely time commitment for volunteer: 3-6 hours depending on the agreed length of workshop

Step four: Follow up

Volunteer sends the organisation recommendations or follow up notes relating to the workshop.

Likely time commitment for volunteer: one hour writing notes and one hour meeting with charity (if needed).

1. Have you clearly identified and articulated why you need a strategic workshop?
2. Made a decision about who needs to attend (incl. staff, CEO, stakeholders, board of trustees)
3. Identified the information the volunteer will require to prepare for and facilitate the workshop.