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A coaching approach to training, rallying learning activities, and proven concepts.

The winning formula for bringing out the best in your people and your organization.

Professional training

Consultez aussi nos formations...

Financial Literacy in NPO Governance

a competent board and a financially successful organization

Modules

  1. What is an NPO?
  2. NPO governance
  3. Finance and financing
  4. Roles and responsibilities
  5. Financial health and performance
  6. The budget cycle
  7. The verification
  8. Reasonable assurances

Utiles dans les situations suivantes :

  1. When we start a new budget year
  2. When we establish a finance, audit and verification committee
  3. When administrators and managers want to be more participatory in financial monitoring
  4. When the organization experiences financial difficulties
  5. When the organization is growing rapidly
  6. When financial responsibilities and the financial year are less well understood
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Operationalizing Your Governance

establish an effective and efficient mode of operation

Modules

  1. An overview of the basic principles of governance
  2. The effective governance model
  3. The 100 works of the board of directors
  4. Council Committees
  5. The balanced governance calendar
  6. The perpetual agenda
  7. Governance tools for efficient operation
  8. The role of each person in the functioning of the council
  9. The limits of governance and management

Utiles dans les situations suivantes :

  1. When meetings drag on and are no longer - or only minimally - effective
  2. When there is discord over the approach to be taken for the functioning of the board of directors
  3. When creating a governance, operating and compliance committee
  4. When there are several new people around a board table
  5. When preparing a revision of the constitutive documents (Statutes and regulations)
  6. When preparing a restructuring of the governance model
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Organizational Dynamic

A strong, agile, sustainable organization built to excel today and thrive tomorrow.

Modules

  1. Introduction to the model
  2. The human aspect and the culture of collaboration
  3. The business aspect and the culture of continuous improvement
  4. The governance and management aspect and the culture of accountability

Utiles dans les situations suivantes :

  1. When teams don't collaborate well or have difficulty working together.
  2. When continuous improvement processes are absent or underutilized.
  3. When roles and responsibilities are unclear, or there are misunderstandings and wasted time.
  4. When accountability is weak and organizational goals are not consistently achieved.
  5. When the organization wishes to strengthen its internal dynamics to better achieve its mission and strategic vision.
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The 5 Disciplines of Synergistic Governance

A board that makes all the difference

Modules

  1. Introduction to organizational dynamics
  2. What is governance?
  3. The 5 disciplines of synergistic governance
  • Cultivating team cohesion
  • Ensuring organizational clarity
  • Increase the efficiency and collective competence of the board
  • Practice diligence and vigilance
  • Consult, communicate and network with stakeholders

 4. Pitfalls, risks, tips and impacts

Utiles dans les situations suivantes :

  1. When there is a lack of cohesion within the board team
  2. When meetings drag on or get scattered
  3. When the board of directors interferes too much in the operations of the organization
  4. When senior management appears to be leading the board's activities
  5. When there appears to be disengagement from board members
  6. When things are going well and we want to improve the governance model
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The 6 Components of Organizational Performance

Cultivating continuous improvement

Modules

  1. Organizational dynamics
  2. What is organizational performance?
  3. The 6 components of organizational performance
  4. Performance Improvement Plan
  5. Pitfalls, risks, tips and impacts.

Utiles dans les situations suivantes :

  1. When we want to mobilize stakeholders around the success of the organization
  2. When there is too much focus on governance and/or organizational health
  3. When there is an imbalance between the human aspect and the business aspect in the organization
  4. When an organization begins a strategic planning process
  5. When the organization's results are not achieved
  6. When there is a lack of efficiency in the functioning of the organization
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The Basis of NPO Governance

A well-informed board of directors

Modules

  1. What is a non-profit organization?
  2. What is governance?
  3. The impact of governance on organizational dynamics
  4. The 4 legal obligations
  5. The 5 main governance framework tools
  6. NPO governance terminology (who, what, how, when)
  7. Due diligence
  8. Governance models

Utiles dans les situations suivantes :

  1. When people around the table have basic knowledge
  2. When we have new people joining the board
  3. When we want to offer training to new administrators or managers
  4. When we begin a redesign of the governance structure
  5. When we want to revise the statutes and regulations of the organization
  6. When we create a new organization
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The Roles and Responsibilities of a Board of Directors, Its Officers and Its Directors

understanding one's role to meet collective and individual responsibilities

Modules

  1. What is a non-profit organization?
  2. What is governance?
  3. The effective governance model?
  4. The impact of good governance on organizational dynamics
  5. The jargon of governance
  6. Roles vs. Responsibility
  7. Roles of the board
  8. Roles of leaders
  9. Roles of administrators
  10. Responsibilities of the Board
  11. Responsibilities of managers
  12. Responsibilities of administrators
  13. The importance of clarifying and documenting roles and responsibilities
  14. How Board Performance Assessment Supports Accountability

Utiles dans les situations suivantes :

  1. When there are several new people around the board table
  2. When directors and managers come from several different sectors or organizations
  3. When there is discord over the approach or functioning of the board of directors
  4. When there is dysfunction within the board team
  5. When we want to overhaul or restructure our governance model
  6. When creating a new organization with a new board of directors
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What The Law Says About the Governance of NPOs in Canada

a compliant and responsible board

Modules

  1. Overview of the basics of NPO-OSBL governance
  2. Laws governing non-profit organizations
  3. What the law tells us about our responsibility
  4. What the law tells us about our obligations
  5. What the law tells us about conflicts of interest
  6. Strategies for complying with laws
  7. Due diligence
  8. Governance tools to help us stay compliant
  9. Everyone's responsibilities to ensure compliance

Utiles dans les situations suivantes :

  1. When a governance, compliance and operating committee is established
  2. When the board of directors (BOD) wishes to develop a compliance table
  3. When a new governance model is adopted
  4. When we want to review governance policies
  5. When we want to increase the capacities of administrators and managers
En savoir plus...
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