Workshops

Fundraising

Every community depends on financial support to effectively make change. Our workshops cover how to tap into new sources, find opportunities to leverage technology and eliminate barriers to giving.

Marketing

Connect with the world and target the right audience. Don’t feel limited by marketing budgets – learn how to use innovative tools like storytelling, e-marketing techniques, and push creative boundaries.

Strategy

Generating results become easier for leaders in the non-profit sector when planning strategies are rock solid. These workshops encompass best practices for overcoming challenges, identifying real opportunities and being part of a social transformation.

NOTE: All content and length of presentations can be adjusted to meet the needs of your particular audience and organization.

Fundraising

The Future of Fundraising

Session Topic: Fundraising
Session Level: Practical
Session Type: Presentation (45 minutes)
Session Leader: Kim Fuller

The not-for-profit sector is maturing and professionalizing at a rapid pace. In this session we explore what has changed, what has stayed the same, what to expect for the future and what to do it about it. This workshop is ideal for board of directors, as well as staff who may not work directly in fundraising but need a better understanding of philanthropy today.

Learning outcomes

  • How values and behaviours affect giving
  • Opportunities to leverage technology
  • Barriers to giving
  • Enhancing the donor experience
Foundations and grant givers: what makes them tick?

Session Topic: Fundraising
Session Level: Strategic
Session Type: Workshop (60 minutes)
Session Leader: Kim Fuller

More and more foundations are no longer seeing themselves as mere donors, but many are now playing a larger role in social transformation and becoming longer term partners. Over the years, they have moved from a transactional approach to a transformational one. Grant giving is one of the fastest growing sectors in Canada and Quebec, yet many organizations feel at a loss when it comes to applying for grants or have difficulty developing relationships with foundations.

Learning outcomes

  • The state of Foundations in Canada today
  • Better understand foundations resources and expectations
  • How to identify the right foundation for your project
  • How to identify your needs and communicate it clearly to grantors
  • How to prepare for a funding request
Third Party Fundraising: A Beacon of Hope

Session Topic: Fundraising
Session Level: Practical
Session Type: Case Study (40 minutes)
Session Leader: Kim Fuller

The Lighthouse Children and Families, a Montreal based non-profit organization, contributes to the wellbeing of children afflicted by illnesses requiring complex treatment, and provides respite and support to their families. Providing services to families and palliative care to children is a noble cause that rallies a great number of people. Over the years, this has resulted in a steady increase in third party requests to raise funds for The Lighthouse. It’s a nice problem to have, but with so many people motivated to raise funds on their behalf these generous hearts relied heavily on The Lighthouse’s internal resources to raise the money. Our mandate was to find a solution: reduce repetitive administrative tasks, grow participation, increase brand awareness and inspire more people to get involved. This case study will explain how we developed the strategy and tools to help them not only reach their fundraising goals, but surpass them.

Details Here >

Learning Outcomes:

  • discover the many opportunities in peer-to-peer campaigns & how to structure its success
  • leverage online tools for increasing participation and the donor pool
  • how to prepare offline tools to empower your team of volunteers and reduce administrative overload for the organization

Marketing

What's Your Story?

Session Topic: Marketing and Media Relations
Session Level: Practical
Session Type: Workshop (60 minutes)
Session Leader: Debbie Hynes

This workshop is targeted at individuals who want to pitch the media and who want to increase their storytelling skills. We will discuss what makes a good story, how to determine your target audience and the best way and time to share your story with them. This workshop will provide practical advice on pitching ideas, standing out from the flood of press releases vying for attention, and shaping your story so that it captures the imagination of the media and the audiences they serve.

Debbie Hynes is a storyteller who uses narrative to bring brands to life. In the past 2 decades she has worked with technology companies, start-ups and community organizations to help them tell their stories. Currently she works as the Regional Manager, Communications, Marketing and Brand for CBC Quebec.

Everything You Need To Know Before Overhauling Your Website

Session Topic: Online Marketing
Session Level: Practical
Session Type: Workshop (60 minutes)
Session Leader: Anders Bjella

Considering a website makeover? This workshop covers what you need to know before starting a website overhaul. Embarking on a web design project can be daunting – this workshop helps your team break down the web design process into actionable steps while learning how to avoid common web design pitfalls.

Learning outcomes

  • How to evaluate your current website
  • Which CMS is for you
  • Choosing a goal for your site
  • Choosing the right theme
  • Organizing your content
  • Image selection and optimization
How to Improve Your SEO

Session Topic: Online Marketing
Session Level: Practical
Session Type: Workshop (60 minutes)
Session Leader: Anders Bjella

SEO stands for search engine optimization and is used to refer to how highly a website ranks on search engines like google. Here at Phil we often hear SEO spoken about as if it’s a physical product that can be purchased off the shelf: if only it were that simple.

An SEO optimized website is essential to ensure that people googling for your organization can successfully connect with you.

Learning outcomes

  • What is On Page SEO and how to optimize it
  • What is Off-Page SEO and how to boost it
  • Google My Business – Is It Important?
  • SEO Plugins
  • Ongoing SEO Checklists
Creating a Kick-Ass Content Marketing Plan

Session Topic: Online Marketing
Session Level: Practical
Session Type: Workshop (60 minutes)
Session Leader: Anders Bjella

“Content marketing is a strategic marketing approach focused on creating and distributing valuable, relevant, and consistent content to attract and retain a clearly defined audience — and, ultimately, to drive profitable customer action.” – Content Marketing Institute

Sounds complicated, doesn’t it?

This workshop will demystify content marketing and give your organization the tools to create a kick-ass content marketing plan for 2019.

Content marketing is particularly important for mission-oriented organizations with limited marketing budgets. A well-executed content marketing plan can help drive organic traffic to your site and position your organization as a thought leader in your industry.

Learning outcomes

  • Why Is Content Marketing Important
  • How To Identify Traffic Heavy Topics For Your Content
  • What Type Of Content Is Best
  • Streamlining Your Content Creation Process
  • Standardizing Your Content Publication Process
From Like to Love

Session Topic: Online Marketing
Session Level: Strategic
Session Type: Case Study (40 minutes)
Session Leader: Kim Fuller

How to use web analytics to turn passive fans into active donors and brand champions. Your organization’s website is the window to your work and it can be a great source to grow contacts, gain volunteers and attract new donors/clients when you combine it with the power of email marketing and social media strategy. This case study shows how a healthy online ecosystem can help your organization get ahead.

Learning outcomes

  • Understand the basics of…
    • Google Analytics
    • Email marketing reports
    • Facebook and Twitter Insights
  • and how they tie together for a powerful understanding of your audience so you can deliver content that will draw people in and move to action.
Social Media 101

Session Topic: Marketing & Communications
Session Level: Practical
Session Type: Presentation (1.5 hours)
Session Leader: Kim Fuller

How organizations can use Facebook, Twitter, Linkedin, YouTube and e-marketing tools to get ahead.

Learning Outcomes:

  • Which channels to choose and why
  • How to target different audience
  • How to manage online communities and content
  • How to create a content calendar
The Art of Inbound Marketing

Session Topic: Marketing & Communications
Session Level: Practical
Session Type: Presentation (1.5 hours)
Session Leader: Kim Fuller

Inbound marketing is about creating interesting, informative, engaging content. It’s about optimizing and distributing it across online channels so it can be found by – and ultimately connect with – prospective donors and volunteers. Inbound marketing doesn’t replace traditional marketing, but should work hand in hand with it. Learn how to bridge the gap between the old and the new!

Learning outcomes

How to:

  • gain organizational buy-in (from reluctant “old school” board members)
  • improve brand positioning (get ahead of your competition)
  • increase audience / donor pool (with a healthy content mix)
  • staffing and budgeting (how to do more with less)

Strategy

Corporate Sponsorship

Finding the right sponsorship for your next event is not always a simple endeavor. More and more, private corporations are looking to embrace cause marketing to comply with their company’s social responsibility policies. Establishing a long term partnership for continued financial support is not the same thing as asking for a one-time donation – come and learn why!

Defining the type and level of strategic alliance needed to mutually benefit both private businesses and charities is an essential first step. Well executed, the result is increased visibility for both partners and access to new networks. 

Learning outcomes

  • What are the fiscal and strategic distinctions between donation and sponsorship
  • How can you identify a good fit
  • How to create a sponsorship proposal and know when to use it
  • Best practices for successful event sponsorship
Volunteer Engagement

Session Topic: Human Resources
Session Level: Practical
Session Type: Presentation (60 minutes)
Session Leader: Kim Fuller

In a rapidly evolving world, volunteer work is also moving forward. Volunteers engage themselves in different ways every day. Organizations need to think about their volunteer engagement programs in a more contemporary way and adjust to what volunteer work represents today.

Learning outcomes

  • The state of volunteering in Quebec today
  • Tips for integration and training
  • How to maintain a steady level of interest with your volunteers and keep them engaged
  • Tips for volunteer managers
  • The importance of a recognition program
  • Leveraging success stories
  • Develop recruitment tools to attract the right profile to your organization.
Linkedin to Get Ahead

Session Topic: Career Development
Session Level: Practical
Session Type: Workshop (1.5 hours)
Session Leader: Kim Fuller

LinkedIn is the premier social media platform for professionals. When you know how to use it properly, it can help boost your personal brand, improve your organization’s reach and help with lead generation and securing new corporate sponsors. Learn The 10-Minute-a-Day Plan to get the most out of your time online and see how simple steps can help you grow Linkedin into a powerful business tool.

Learning Outcomes:

  • Create a professional presence online by
    • building a strong profile and expanding your network
    • avoiding the traps: personal vs. professional life, protecting your organization and your privacy
    • learning tips for a memorable résumé
Creating a Strategic Communications Plan That Works

Session Topic: Marketing & Communications
Session Level: Practical
Session Type: Workshop (1.5 hours)
Session Leader: Kim Fuller

Great communication plans just don’t appear out of thin air. They are carefully crafted and constructed. A communication plan is a necessary means to generating results for your organization and is a high-level document to help steer your marketing to help your organization take branding and fundraising to a new level.

Learning Outcomes:

This workshop will help you gain:

  • a clear path forward for your communications; concrete, measurable objectives so you know what you are working towards;
  • stronger connections with your stakeholders and prospects, leading to more participation, increased donations and/or greater advocacy;
  • a more productive effort — making the most of your team, your time and your budget;
  • a concise overview of your work to engage volunteers, supporters and potential donors.
Personal branding: leadership in action

Session Topic: Marketing & Communications
Session Level: Practical
Session Type: Presentation (45-60 mins.)
Session Leader: Kim Fuller

Learn the 6 P’s of Personal Branding including practical tips and techniques to help define your personal brand. Whether you are looking for a job, looking to up your game, starting an organization or changing careers, learn how to build and promote the online and ‘offline’ elements of your brand. Learn how to effectively represent both your organization and yourself while talking to potential donors, clients, partners or employers.

Social Entrepreneurship: resilience in leadership

Session Topic: Leadership
Session Level: Inspirational
Session Type: Case Study (60 minutes)
Session Leader: Kim Fuller

What does it take to be a social entrepreneur? The “F” word! Founders, Funders, Fuel, Fear, Forgiveness and Fight. Kim Fuller, founder of Phil, tells the story of her personal journey as a pioneer in the philanthropic sector: the highs and lows of running a social enterprise and tips for how to keep overcoming challenges and rise to the top.