Social Impact Leadership Programs

Book the full program or shorter versions for one day or a half day.

Zoot can help clients add 20% to their capacity in 18-24 months and train new sector leaders for success.

The Participants:

  • New CEOs of 501(c)3 public benefit exempt organizations

  • Staff of organizations looking to become a CEO

  • Students who want to be leaders in community organizations

  • Operating board members of small organizations

Prerequisites: Participants should have a working basic knowledge of:

  • 501(c)3 public benefit exempt organizations: what they are and how they work

  • A basic budget

  • Basic concepts of planning, budgeting, fundraising, marketing, and programs as they relate to 501(c)3 public benefit exempt organizations

  • A laptop or smart pad with MS Office or Google Drive apps

WHAT? 30-hours intensive training over 8 weeks or over a single weekend retreat. The program is concentrated on topics and tasks needed to lead an organization such as leadership, management, supervision, innovation, vision planning, fund development, strategic partnership, board development, staff development, program development, grantsmanship, marketing, and succession planning. The program and book are research-based from a study Zoot conducted for the Gianneschi Center on organizations who grew during the Great Recession against the trend. 

SEE A 2 MIN VIDEO OF A PREVIOUS PROGRAM (Opens in a new window)

Where? On Zoom or In-person at your space or a retreat center.

WHY? There are few (and far between) organizations doing comprehensive training for new community leaders to become Social Impact CEOs. We fill that void. Zoot has been through the best leadership programs available and now teaches them at the college level. He has literally written the book on it. This will be your textbook and is included in the program cost. This training approximates the level of intensity and focus the CEO position can require at its most stressful time. It is designed to help participants leave with best practices and knowledge to lead; a stronger, wider network of support; and the confidence to know they can handle the stress of the job. It can also help senior staff prepare for the CEO role, thereby increasing DEI goals in the field.

HOW? Several in person and online options can be produced.

SCHEDULE

CLASS 1.               Introduction-

  • 90 min lecture on 7 Steps Process

  • 60 min of independent support study

  • 30 min: TEAMS- Form groups & Create a ficticious organization Name/Mission/Vision/Logo

Total Time: 3 Hours

CLASS 2.               STEP 1: NEED- Needs Assessment- Needs Assessment, Mission, Theory of Change

  • 90 min lecture

  • 60 min of independent support study

  • 60 min: TEAMS- Create a Needs Assessment, SWOT, and first half of Resource Map as a group

Total Time: 4 Hours

CLASS 3.               Step 2: GATHER- Gathering strategic partners and resources to your cause

  • 120 min lecture

  • 60 min of independent support study

  • 60 min: TEAMS- Create a Resource Map and an Evaluation 

Total time: 4 Hours

CLASS 4.               Step 3: LEAD- Establishing Leadership of Stakeholders

  • 120 min lecture

  • 60 min of independent support study

  • 60 min: TEAMS- Create a Board Packet

Total time: 4 Hours

CLASS 5.               Step 4: PLAN- Strategic Planning

  • 90-min lecture

  • 60 min of independent support study

  • 60 min: TEAMS- Create a Strategic Plan

Total time: 4 Hours

CLASS 6.               Step 5: DO- Grant Writing & Program Design

  • 90-min Lecture

  • 60 min of independent support study

  • 30 min Pitch Coaching

  • 90-min: TEAMS- Create a Program Design/Grant from pitch and translate it to a Letter of Intent 

Total time: 4 hours

CLASS 7.               Step 6: TELL- Marketing

  • 90-min lecture

  • 60 min of support study

  • 60 min: TEAMS- Create an Experience Plan, Web Home Page, and Appeal Letter

Total time: 4 hours

CLASS 8.               Step 7 GROW, Graduation Day, Pitches, and Guest Funder

  • 30 min lecture summary and Step 7: Grow

  • 30-min Experience Plan Presentations from TEAMs

  • 30-min Pitch Presentations from TEAMS

  • 60-min lecture and Q&A with Guest Funder

  • 30-min: Graduation & Hot Wash

Total time: 3 hours

NOTE: Six Addition hours may be needed with TEAMS outside of class

Total Program Time: 30 Hours

At end of the project you will have templates for the following (which you will have experience creating as a TEAM):

  1. A Mission Statement

  2. A Vision Statement

  3. A Logo

  4. A Needs Assessment & Logic Model with a Case for Funding/Theory of Change

  5. A Resource Map

  6. A SWOT (& Evaluation Report Template)

  7. A Board Packet

  8. A 3-Year Strategic Vision Plan

  9. A Pitch for Funding (with feedback from a guest funder)

  10. A Grant

  11. A Letter of Intent

  12. An Annual Appeal Letter

  13. A Marketing Experience Plan

  14. A Gianneschi Fellowship Social Enterprise Leadership Certificate of Completion