Coaching Circle:
Retooling Your Capital Plan

Target Audience:
Designed for nonprofit leaders (ED, DD and board members) whose capital projects haven’t yet launched or have been put on hold due to the uncertainty caused by the pandemic and are seeking a framework for updating their plans to reflect a changing reality.

Description:
Most nonprofits have tabled their capital projects in response to Covid-19 and shifted their focus to meeting their clients’ immediate needs for services. Best laid plans for the future are up in the air as they wait to understand the impact on donors and charitable giving, their future space needs and on organizational viability.

The Excelsior Bay Group has partnered with Nelson Tietz and Hoye (NTH), a local real estate and construction management company that specializes in nonprofit capital projects, to develop a new coaching circle intended to help nonprofits use this time on pause to rethink and refine their project strategy and determine when and how to move forward.

The coaching circle format is intimate and highly interactive. Participants will work with two coaches (one from each consulting firm) to complete four dashboards designed to address all of the critical components of a successful capital project in general, and within the context of Covid-19 recovery.

Logistics:

• All coaching circles will be hosted on Zoom Conference.
• EBG and NTH will convene two coaching circles beginning in June of 2020, each with a maximum of five participants
• The first circle will be offered on the 3rd Tuesday of June (16th), July (21st) and August (18th) from 1:00 – 5:00 pm.
• The second circle will be offered on the 3rd Thursday of June (18th), July 16th), and August (20th) from 1:00 – 5:00 pm
• Each participant will also receive up to three hours of private coaching outside of the monthly coaching circle meetings
• The cost for each circle is $1,750 – payable by check or Pay Pal. Please contact Kim Snyder of the Excelsior Bay Group at 952-451-9293 or ksnyder@excelsiorbaygroup.com or Paul Johnson of NTH 612-747-5077 or pjohnson@nth-inc.com
• Registration deadline is June 12th.