Resources & Thought Leadership Library | SD Mayer

5 Strategic Topics for Your Nonprofit Board Retreat

Written by Admin | September 3, 2025

Planning a nonprofit board retreat? Make every minute count by focusing your agenda around one strategic topic that deserves deeper attention than your regular meetings allow.

Choose Your Focus

Select a theme broad enough for meaningful discussion and concrete solutions. Here are five high-impact options:

1. Risk Management

The Challenge: Identify and address your biggest organizational risks.

Action Items:

  • Map out primary risk sources (limited donors, declining endowment, volunteer shortages, legal threats)
  • Assign risk monitoring responsibilities to specific team members
  • Explore mitigation strategies like insurance or enterprise risk management programs

2. Financial Reporting Enhancement

The Challenge: Bridge the gap between available data and board decision-making needs.

Action Items:

  • Survey board members on desired financial information
  • Research cost-effective technology solutions for better reporting
  • Include a session on reading nonprofit financial statements

3. Program Optimization

The Challenge: Align programs with evolving constituent needs and maximize impact.

Action Items:

  • Evaluate current program usage and outcomes
  • Identify programs to expand, create, or discontinue
  • Establish benchmarking and evaluation systems

4. Employee Satisfaction

The Challenge: Boost staff morale amid increasing workplace pressures.

Action Items:

  • Review compensation and benefits packages
  • Consider flexible work arrangements and company culture improvements
  • Assess promotion pathways and internal communication strategies

5. Donor Acquisition

The Challenge: Expand your supporter base for long-term sustainability.

Action Items:

  • Analyze current fundraising techniques and recruitment methods
  • Explore social media strategies, corporate partnerships, and event participation
  • Develop a comprehensive donor acquisition plan

Set Your Board Up for Success

Share your chosen topic with board members well before the retreat. Give them time to research how peer organizations handle similar challenges and gather relevant insights from industry experts.

Ready to maximize your nonprofit board retreat's impact? Focus on one strategic topic, come prepared with research, and leave with actionable solutions your organization can implement immediately.