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A Sample Countywide Foundation Goal Setting Workshop Agenda
By Mark A. Edelman, Director, Community Vitality Center
Norm Riggs, ISUE Extension Community Economic Development
This brief represents a sample goal setting process developed for use by Countywide
Foundations. Selecting a facilitator who is familiar with the institution and topics, but
who has no biases or potential conflicts of interest can be important in conducting a
successful workshop. Some staff of ISUE Community Economic Development
Programs have facilitated a variety of goal setting meetings for local governments,
nonprofits and other groups. They may be contacted through the local ISU Extension
Office or by clicking on “Communities” information on the ISU Extension website:
www.extension.iastate.edu . Availability for local goal setting workshop facilitations will
depend on individual expertise, costs, and schedule.
Meeting prep: One week prior to the meeting, distribute copies of all countywide needs
identification surveys that the Board wishes to distribute.
Agenda
1. Review and discuss the MISSION STATEMENT for the community
foundation/affiliate.
2. Review and discuss the community foundation role in promoting local culture of
philanthropy, building prudently-managed endowments, and attracting donors interested
in leaving legacies via wills and bequests to tap the transfer of wealth.
3. Review and discuss projected revenues; legal authority and allocation requirements
for endowments and pass through grants; limits for distributing funds; and any desired
budget allocation for operations.
4. Give each board member a 3 x 5 card and ask to identify a goal and/or desired outcome
for the community foundation/affiliate to be achieved by the end of the first year and by
the end of 10 years. Have them write the one year goal on one side of the 3x5 card and
the 10 year goal on the reverse side.
5. Ask each board member to share their one year goal and ten year goal with the rest of
the board.
PRODUCT 1: FLIP CHART LIST OF SHORT-TERM GOALS
PRODUCT 2: FLIP CHART LIST OF LONG-TERM GOALS
6. Ask each individual on board to in turn suggest one item for consideration as their
highest priority countywide need that will address the short and/or long term goals that
they think are most important. List these items on a flip chart. Ask clarifying questions to