ENDOWMENT AND GIFT PLANNING SEMINARS

The following sessions are outlined in order based on an increasing level of expertise and experience. Clients are welcome to schedule sessions based on their background. Each session includes the approximate time needed for the presentation and discussion. In addition, any topic can be extended into a more detailed practicum including sample documents, technique training and group practice. Read More

BOARD TRAINING SEMINARS

The following organizational and governance sessions includes the approximate time needed for the presentation and discussion. In addition, any topic can be extended into a more detailed engagement process around the area of interest. For example, outlining the steps to a strategic planning process can be extended into the actual planning and implementation of a strategic vision. Thus, the training offers the primary tools, whereas, the same session can be expanded to a practicum including sample documents, technique training and board deliberation. Read More

STRATEGIC PLANNING PROCESS

Guidant uses a functional approach to strategic planning. This model is primary taught by business schools as a proven and disciplined approach in translating mission into strategy. The process generally takes from three to five months depending on the institution’s size, staff and level of external stakeholders. If an organization lacks a history of strategic decision making, it is recommended that the leadership begin with an annual operational plan, which GCI can assist in structuring. Below is a summary of the stages GCI incorporates into a strategic planning process. Read More