Train Your Board (and everyone else) To ASK Women In Development Albany, New York Andrea Kihlstedt

andreakihlstedt.com | What are Your Board Challenges? Won’t ask their friends for gifts? Won’t give generously? Keep pushing for more fundraising events? Are generally uncomfortable with fundraising?

andreakihlstedt.com | What are Your Board Fundraising Challenges?

andreakihlstedt.com | What We’ll Do Today A Training Model that Works Five Types of Exercises Try out and analyze some fun Exercises Train Your Board

andreakihlstedt.com | What We’ll Do Today A Training Model that Works Five Types of Exercises Try out and analyze Five Exercises Train Your Board

andreakihlstedt.com | 3 Training or Speaking? What’s the difference?

andreakihlstedt.com | 3 TRAINING: Design and Process SPEAKING: Information and Presentation Training vs Speaking

andreakihlstedt.com Five Step Training Plan 1. Hook: Get participants to think about the topic 2. Orient/Set Up: State objective and set up exercise 3. Input: Participants explore subject (exercise) 4. Process: Participants make meaning 5. Summarize and apply: Key points and useful applications Adapted from The New Fieldbook for Training by Jones, Berley, Watsabaugh, 1996

andreakihlstedt.com Five Simple Hooks 1. Imagine (Picture this... ) 2. Self-Rating (On a scale of ) 3. T-Charts (Pro/Con, Good news/Bad news) 4. Association (Finish this sentence...) 5. Position Statement (What do you think about...)

andreakihlstedt.com Five Exercise Types 1. Mingle Exercises 2. Thought Exercises 3. Brain Storm Exercises 4. Role Play Exercises 5. Continuum Exercises

andreakihlstedt.com Five Exercise Types 1. Mingle 2. Thought 3. Brain Storm 4. Role Play 5. Continuum

andreakihlstedt.com Mingle Exercise

andreakihlstedt.com Qualities of An Effective Asker: Training Plan 1. Hook: On a scale of 1-10 how good an asker are you? 2. Orient/Set Up: Exercise about asking. Index cards. 3 qualities makes you effective/ineffective? 3. Input: Share with 3 people--30 seconds each 4. Process: How did your answers compare with others? What new ideas did you hear? What makes people effective? 5. Summarize and apply: How might you hone your skills?

andreakihlstedt.com Thought Exercise

andreakihlstedt.com How High Will You Go? Training Plan 1. Hook: Think of an organization you’d like to make a gift to 2. Orient/Set Up: About how giving decisions are made. Write down a high and low. 3 reasons you’d give at the high level. 3. Input: Participants explore subject (exercise). 5 minutes. 4. Process: Capture reasons on flip chart 5. Summarize and apply: Key points and useful applications

andreakihlstedt.com Brain Storming Exercise

andreakihlstedt.com Fundraising on Faith: Training Plan 1. Hook: What % of donations are giving to faith-based organizations? Survey group. Reveal answer on flip chart. 2. Orient/Set Up: Why are faith-based organizations so successful? Small group or entire board. 3. Input: Participants brainstorm list of reasons. 5 minutes. 4. Process: Capture reasons on flip chart 5. Summarize and apply: What can we learn from this?

andreakihlstedt.com Role Play Exercise

andreakihlstedt.com Six Quick Asks: Training Plan 1. Hook: How many of you have asking in person as a part of your responsibilities? How often do you ask each month? 2. Orient/Set Up: To help you answer the question “Why should I give?” Demonstrate. Pair up. Decide prospect/solictor roles. 3. Input: Prospect asks the donor “Why should I give” 6 times. 4. Process: In pairs--what worked. Debrief in group. 5. Summarize and apply: What can we learn from this?

andreakihlstedt.com Quick and Active

andreakihlstedt.com Quick, Easy and Effective Asking Exercise 1. Hook: On a scale of 1 to 10, how good an asker are you? 2. Orient/Set Up: In a minute I’m going to ask you to stand up. But first, find a partner and assign an A and a B. 3. Input: Partners work together 4. Process: At tables. What’s the message? 5. Summarize and apply: When can you use this exercise?

andreakihlstedt.com Train Your Board Set the expectation that you will do an exercise at every board meeting Frame training as fun, experiential and a way to become more comfortable with fundraising Select exercises to match your fundraising schedule Vary length, topics and type

andreakihlstedt.com Training Your Board: Sample Topics What’s our mission Why people give Cycle of fundraising ABC’s of Identifying prospects 6 Quick Asks Where’s the money? Fear of asking Board giving What’s the case: features and benefits Giving thanks

andreakihlstedt.com Andrea’s Key Training Concepts 1. In training, design matters more than content 2. People make meaning in the processing of the exercise rather than in the exercise itself 3. People will learn what they need to know...not what you want them to know.

andreakihlstedt.com The Debrief 1. How did it feel? 2. What exercises worked best for you? 3. Why?

andreakihlstedt.com Application 1. How can you apply what you learned? 2. Three things you want to remember.

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