It's Always Board Depth Time | The Annual Training Approach

Table Talk for Boards is a 12-session, drop-in style training series designed specifically for nonprofit board members and executive directors. Each session focuses on a core governance priority and practice. These can be taken in any order, providing flexibility for busy board members and executive directors.

Each month we offer monthly tools, exercises, or practice sets.


January | Aspirational Review
Begin the year by revisiting your board’s purpose and potential. This session includes a guided visioning tool to reconnect to what inspired your service in the first place.

  • Guiding Question: What future are we trying to build—and why does it matter?

February | Governance Review
Clarify roles, responsibilities, and rhythms using our Governance Roles Map to strengthen structure and shared leadership.

  • Guiding Question: Are we governing in a way that truly reflects our mission and capacity?

March | Strategy Review
Step back with our Strategy Snapshot Worksheet to assess alignment and recalibrate for impact.

  • Guiding Question: Is our current strategy positioning us for relevance and resilience?


April | Financial & Resource Review
Demystify the numbers using our Values-to-Budget Alignment Chart to explore how money reflects mission.

  • Guiding Question: What does our budget say about what we really care about?

May | Recruitment & Retention Review
Use our Board Matrix and Inclusion Audit to reimagine who belongs at the table and what perspectives are missing.

  • Guiding Question: Who is missing from our board—and what are we missing because of it?

June | Risk & Ethics Review
Evaluate risk and integrity with our Risk Readiness Self-Check and Ethics Dilemma Cards.

  • Guiding Question: Where are we most vulnerable to missteps—and how do we prevent them?

July | Funding & Resource Review
Explore board engagement in fundraising using our Funding Roles Spectrum and Donor Conversation Starter.

  • Guiding Question: How are we showing up as resource builders for the mission?

August | Performance & Accountability Review
Create a culture of feedback with our Board–Executive Reflection Tool and Peer Assessment Starter.

  • Guiding Question: How do we know we’re doing a good job—and who gets to say?


September | Operations & Business Model Review
Unpack policies, procedures, and board supports using our Operational Blind Spots Checklist.

  • Guiding Question: Are our policies and processes empowering—or obstructing—our people?

October | Environmental Review & Strategy Retreat
Scan the horizon using our PESTLE Trend Tracker and Scenario Planning Cards.

  • Guiding Question: What’s changing around us—and how must we evolve in response?

November | Programs & Stakeholders Review
Assess mission impact through our Program Dashboard Template and Story Harvest Exercise.

  • Guiding Question: Are our programs doing what we say they’re doing—and how do we know?

December | Board & Staff Partnership Review
Close the year with our Culture of Appreciation Toolkit to help boards show meaningful gratitude.

  • Guiding Question: How do we cultivate a board that champions and uplifts our staff?

The topics covered in this series are evergreen board development themes that—if attended to regularly—will equip a board to not only professionalize its shared practice, but also ensure the team that it is achieving the social impact their mission requires.

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