Goal Setting Workshop Agenda

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Every day brings new goals, projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel when you want to create a workshop agenda.

An easy way to start composing an agenda where you will be setting goals with your team, is by downloading this Goal Setting Workshop Agenda template now! This standardized Goal Setting Workshop Agenda template with text and formatting as a starting point to help professionalize the way you are working.

Discuss whether the first cut priority list meets and provides the desired balance among the initial goals and outcomes identified for charitable needs, community growth, quality of life, and goals for developing a culture of philanthropy in the county If not what has been left out, or what additions or adjustments are needed

Transfer the highest weighted priorities to a new flip chart and ask the board if it is ready to adopt the new list as the board’s priority list to hold up as first year goals priorities to invite public discussion, creative and innovative project ideas, new collaborations, and proposals for submission consideration by the community foundation affiliate at some future date.

Goal Setting Workshop 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

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