Workshops - Training for Non-Profit Sector 

Build a culture where accountability drives performance. This practical workshop equips leaders and managers with tools to boost responsibility, ownership, and collaboration within their teams. Learn how to set clear goals, give effective feedback, and turn accountability into a team superpower.

Participants will learn to:

• Define accountability vs. ownership
• Use feedback to improve performance
• Set effective SMART goals
• Apply the accountability cycle
• Unlock the benefits of a truly accountable team

AI is already changing how work gets done. The question is whether your organization is leading that change, or letting it happen in scattered and invisible ways.

This workshop helps leaders bring more structure to AI adoption. You’ll explore where AI may already be showing up, where your organization needs more clarity, and how to identify the next practical steps before investing more time, tools, or training.

By the end of this workshop participants will be able to:

• Identify where AI may already be showing up across your organization
• Understand why scattered AI use can create confusion, risk, or missed value
• Notice the gaps that slow adoption, including unclear use cases, low confidence, and lack of direction.
• Recognize which AI opportunities may be worth exploring further.
• Understand what your organization may need next before AI adoption scales.

Daily Management is one of the most engaging tools for any team. This two-hour workshop will train the team on how to run efficient daily huddles (5−7 mins) in order to keep them working efficiently without lengthy meetings. It also includes the implementation of a visual management board which allows the team to always know the plan for the day/​week and how they are doing (the score) while at the same time facilitating the reduction of interruptions and increasing time spent on value added work.

In this session, you and you team will: 

• learn how to motivate employees without cake & pizza parties 
• be introduced to daily management techniques that drive team performance 
• learn how to create a visual management board for the team to know the score

We all have barriers, whether it is on a professional and/​or personal level. This workshop will allow you to recognize your barriers and discover solutions that you can use to eliminate these barriers from your life. Many participants leave this workshop with a new lease on life and learn to discover their full potential to better perform in their life in general. 

Throughout this workshop, you will learn about: 

• The importance of identifying barriers that keep us from moving forward in our work and/​or personal life. 
• The importance of the power of our thoughts. 
• The system of our beliefs. 
• Many tools that will help you better self-reflect. 

SME’s and non-profit organizations can strongly benefit from participating in this workshop – employers and employees alike. By investing in the personal development and wellbeing of your employees (and yourself) you are directly investing in the success and performance of your business!

Cooperatives, non-profit organizations (NPOs), and social enterprises play a vital role in our economic model. This workshop explores their role, purpose, and the principles of effective governance for boards and senior leaders.

Topics Covered

• The role of cooperatives, NPOs, and social enterprises in the economy
• Social impact, purpose, and strategic objectives
• Principles of good governance
• Governance practices and systems
• Risk management

This course is designed to enhance the effectiveness of board members in leading organizational change and overseeing strategic initiatives. 

Key topics include: 

• The Role of the Board – Leading Change: Understand the critical role of the board in driving and managing change within the organization. 
• Strategy and Our Responsibility: Learn how to develop, implement, and oversee strategic plans that align with the organization’s goals and responsibilities. 
• Operational Oversight: Gain insights into best practices for overseeing operational activities to ensure alignment with strategic objectives and organizational efficiency.

This training covers the key elements of effective board governance and aims to strengthen participants’ understanding of board roles, responsibilities, and internal dynamics.

Introduction to Governance: What is board governance?

Roles and Responsibilities of the Board: 

• Defining the strategic vision and direction of the organization
• Developing and maintaining organizational policies
• Ensuring strong financial oversight
• Supporting, supervising, and evaluating the Executive Director
• Conducting evaluations of the board and the organization

Board Operations: 

• Board roles (Chair, Treasurer, etc.)
• Committees: roles and structure
• Running and participating in effective board meetings

This interactive workshop is designed to build participants’ confidence and capabilities in developing, managing, and monitoring budgets within a non-profit context. Through guided exercises and practical examples, participants will learn how to align budgeting practices with organizational strategy and ensure financial accountability.

Participants will learn to:
• Develop and monitor budgets that reflect strategic priorities
• Distinguish between different types of budgets, including cash budgets
• Apply best practices for budgeting in a non-profit context
• Understand the roles of management and the Board in budget oversight
• Interpret financial information and assess the impact of budget decisions
• Recognize the importance of data verification and legal obligations

This hands‑on workshop equips small nonprofits to design, launch, and grow a monthly donor program that delivers predictable, unrestricted revenue. 

Using practical, low‑cost tactics, learners will craft emotionally resonant appeals, prioritize high‑potential audiences, select and optimize outreach channels (email, social media, website, events, and 1:1 asks), and design a simple, trustworthy giving experience. We will also demonstrate how to use AI tools strategically to draft, repurpose, and test content while maintaining authenticity and donor trust. The session emphasizes real‑world templates, mini‑practice, and a simple launch plan tailored for lean teams.

By the end of this workshop, participants will be able to:

• Analyze the value of monthly giving for financial stability and donor lifetime value.
• Draft compelling monthly giving appeals using emotional and relevant storytelling hooks.
• Segment and prioritize audiences most likely to become recurring donors.
• Select and optimize channels (email, social, website, events, 1:1) for effective asks.
• Design a simple, trustworthy donation experience using the right platform features.
• Apply AI tools ethically to write, repurpose, and A/​B‑test messaging while protecting authenticity.
• Develop a concise launch plan with clear messaging, visuals, and engagement tactics.
• Implement donor retention systems to thank, update, and deepen relationships over time.

Professionals are technical experts in their fields, they know how to do surgery, how to teach, how to weld, how to draft legal briefs. It’s what they are good at. Most professionals are not however trained in the field of operational efficiency & improvement and therefore they are wasting precious hours each day and each week on non-value added work. We have created a society that judges people based on how busy they are versus how productive they are, and this is driving the wrong behaviors in our workplaces. In this workshop your team will: 

• be introduced to what productivity truly is and is not, and why you should care 
• learn how to identify what is the true priority work you need to focus on 
• find the minutes & even hours you are unknowingly losing each day 
• learn how to maximize and optimize the time you have at work

Whether you’re a total beginner or want to level up your design game, this workshop will teach you how to harness the full power of Canva Pro — from ready-to-use templates to AI-powered tools that make content creation fast, fun, and professional.

You’ll learn to:

• Master Canva Pro’s easy-to-use features and tools
• Create eye-catching designs for your business or organization
• Save time with templates, premium content, and smart shortcuts
• Improve your visual communication and brand consistency

Perfect for entrepreneurs, admin staff, marketers, and anyone tired of boring visuals!

Help your team unlock their full potential — even from afar. This online workshop is designed for mentors, managers, supervisors, and leaders who want to become more effective virtual coaches.

Learn how to move beyond casual check-ins to a focused coaching style that truly impacts performance and growth.

You’ll learn to:

• Build trust in a virtual setting
• Ask powerful, thought-provoking questions
• Recognize subtle cues during online interactions
• Deliver impactful feedback
• Reinforce and shape desired behaviours and results

Perfect for anyone leading remote or hybrid teams who wants to support development while boosting day-to-day effectiveness.

This workshop introduces participants to the key sources of conflict and how it can be prevented from escalating and effectively resolved using interest-based skills and processes. Through interactive presentations, group discussions, case studies and skills practice, participants will come away with a better understanding of:

• How conflicts arise and how to prevent escalation
• Conflict dynamics and impact on the organization and its people
• Procedural and structural conflict versus interpersonal conflict
• Conflict resolution skills and interest-based processes including negotiation, mediation and facilitation

This leadership and team series contains two workshop mini-series. Each one is designed to help elevate workplace culture through recognition of the value and contribution that diversity, equity, and inclusivity add to an organization. First, by identifying and understanding personal, team, and organizational key guiding principles, and then by using this learning to increase belonging, safety, and purpose by actively engaging in a collective applied learning project.

Module 1 (of 2): Cultural Impact Awareness: Values in the Workplace and Beyond

• Pillars of Purpose: Core Values as Cornerstones of Workplace Success: Identify your core values and how they shape your role and impact at work
• Beyond the Surface: The Influence of Values & Beliefs on Inclusive Practices: Understand how beliefs and motivations influence inclusion and team dynamics.
• Charting the Course: Mapping the Journey of Personal Values and Organizational Culture: Create your personal values map to align with and influence workplace culture.

Module 2: Practical Application of Culture and Leadership in Your Workplace 

This leadership and team series contains two workshop mini-series. Each one is designed to help elevate workplace culture through recognition of the value and contribution that diversity, equity, and inclusivity add to an organization. First, by identifying and understanding personal, team, and organizational key guiding principles, and then by using this learning to increase belonging, safety, and purpose by actively engaging in a collective applied learning project.

• Building Blocks: Identifying Skills and Action Steps for an Inclusive Workplace: Identify key skills and choose an area of focus to apply your values and strengths. Begin crafting a personalized inclusion action plan.
• Charting the Course: Tools and Techniques for Workplace Inclusion: Define your vision for an inclusive workplace. Explore tools, strategies, and best practices to bring that vision to life.
• Navigating Obstacles: Solutions for Implementing Inclusive Action Plans: Tackle common barriers, refine your plan, and explore supports to successfully implement inclusive change in your organization.

Dealing with tense or challenging situations is part of the reality in customer service and client-facing roles — but knowing how to respond can make all the difference.

In this workshop, participants will learn a simple and effective model for de-escalation, understand the roots of emotional reactions, and develop active listening skills to defuse situations before they escalate further.

Participants will leave with:

• A clear step-by-step de-escalation plan
• Helpful phrases and language to use with upset clients or customers
• A ready-to-use script for handling verbal abuse
• Strategies for managing threats or violence when de-escalation fails
  
  

Perfect for anyone who deals with the public and wants to feel more confident, calm, and in control — no matter what the day brings.

Giving feedback isn’t easy — but done right, it can transform performance and strengthen your team. This interactive online workshop, you will get the tools to deliver feedback that builds, not breaks.

Participants will learn to:

• Know when (and how) to deliver constructive feedback
• Set the right tone and atmosphere
• Follow a clear step-by-step approach
• Manage emotions to keep the conversation productive
• Set goals and follow up effectively
  
  

Perfect for anyone in a leadership or supervisory role who wants to give feedback with clarity, impact, and confidence.

A practical, right‑sized guide to nonprofit digital marketing — brand clarity, audience focus, website and channel optimization, email strategy, donation platform UX, and ethical AI for content.

By the end of this workshop, participants will be able to:

• Define a clear and consistent brand, including mission‑aligned messaging, tone, and visuals.
• Identify and segment target audiences, tailoring content to donors, clients, volunteers, and partners.
• Audit and improve their website for clarity, usability, mobile responsiveness, and mission alignment.
• Select and focus social media channels based on audience habits and organizational goals.
• Build an email marketing strategy that nurtures relationships and drives action.
• Evaluate and optimize donation platforms for user experience, trust‑building, and conversion.
• Apply AI tools effectively for writing, editing, design, and content planning — while protecting accuracy, tone, and authenticity.

This hands‑on workshop empowers small nonprofits to lead their own strategic planning process — no costly consultants required. Participants learn to gather and analyze data (surveys, interviews, program results, financials), facilitate productive staff/​board discussions, and synthesize themes into a clear set of 3 – 5 strategic pillars. Using practical tools and examples, attendees build a draft strategic framework with goals, success metrics, and accountability structures — rooted in their mission, resources, and community needs.

By the end of this workshop, participants will be able to:

• Design a strategic planning timeline tailored to organizational capacity and calendar.
• Gather and synthesize input using stakeholder surveys, staff/​board interviews, program evaluations, and financial reviews.
• Identify key themes and articulate strategic pillars through facilitated discussions with staff and board.
• Determine an appropriate number of pillars (typically 3 – 5) to balance focus with flexibility.
• Recognize common pillar domains (e.g., Program Impact, Fundraising & Sustainability, Equity & Inclusion, Leadership & Governance, Community Engagement, Internal Capacity/​Operations).
• Facilitate conversations that prioritize and align ideas — managing competing interests and building consensus.
• Create a draft Strategic Framework that outlines goals, success metrics, owners, and review cadences.

This interactive workshop aims to equip the members of the boards of directors of non-profit organizations. Specifically, this workshop will allow participants to understand:

• Governance Concepts and Principles 
• Importance of Effective Governance 
• Governance versus Operations
• Roles and Responsibilities of the Board 
• Roles and Responsibilities of Board Members 
• Board/​ED Relationships 
• Risk Management
• Best Practices in Governance 
• Board Policies and their Effectiveness 
• Assessment- Performance of the Board

This workshop is for Non-profit, Charity and Board of Trade Directors in Canada 

This workshop will cover: 

Understanding Governance, Roles, and Responsibilities: Learn the essentials of non-profit governance, focusing on the roles and responsibilities of volunteer board members. Participants will gain a clear understanding of their duties, including compliance requirements, to ensure effective oversight and accountability. 

Building a Knowledge Base for Risk Management and Strategic Planning: Board members will learn to manage organizational risk, strategically plan activities, and implement workflows that promote accountability and transparency. Get practical templates to help structure and streamline board operations. 

Evaluating and Supporting the Executive Director: Learn the board’s role in evaluating and supporting the Executive Director. It will cover leadership in operations and team management, equipping board members with the tools to foster strong leadership and effective organizational management.

As demands on non-profits increase and resources decrease, partnerships are more essential today than ever before. Whether it’s to secure funding, increase capacity, or take collective action, non-profits must work effectively with partners and stakeholders. Wendy Keats has helped hundreds of non-profits increase their sustainability and impact through collaboration. In this workshop, you will learn how to: 

• Identify the effectiveness and relevance of current partnerships and the gaps that exist 
• Identify the gaps and opportunities and how to overcome the challenges of partnerships 
• Better understand the types of partnerships and how each can make a difference for your organization 
• Develop strategies to engage new partners or strengthen existing partnerships 
• Work effectively with community, government and corporate partners to increase your organization’s sustainability and impact

Attend this interactive online workshop to gain actionable tips and tools to help employees quickly adapt to everyday changes and stress. 

Through engaging facilitation, you will leave the workshop knowing the critical elements of employee motivation and performance.

• Revisiting the Change Curve 
• Maslow’s Hierarchy of needs 
• Evaluate their team’s current engagement 
• Identify and mitigate risks moving forward

Learn the core pieces of branding and how they influence the way your business is perceived. This workshop explores how you can leverage brand recognition to build a professional reputation and convert strangers into loyal customers.

By the end of this workshop participants will be able to:

• Identify and understand the key pieces that make up a visual brand.
• Determine exactly what information and assets are required for each brand piece.
• Explain the direct connection between consistent brand recognition and building customer trust.

Did you know that 25 – 50% of time at work is spent on tasks that add no real value? Most of that waste hides in the day-to-day — buried under silos, processes, and busywork that feel essential but aren’t.

This eye-opening workshop helps teams spot the hidden inefficiencies in their organization and gives them the tools to eliminate them.

Your team will learn to:

• Understand the difference between functional vs. process-focused organizations
• Identify value-added work vs. waste
• Recognize why ​“more people” or ​“more money” isn’t always the solution
• Spot all types of process waste
• Apply practical solutions to reduce or eliminate that waste
  
  

Perfect for teams that want to work smarter, not harder — and finally get more value from their efforts.

AI is everywhere, but many business leaders are still asking the same practical question: where do we even begin?

This workshop helps leaders cut through the overwhelm and understand realistic, low-risk ways AI can support everyday work. You’ll explore what generative AI can and cannot do, where it can save time, and how to choose one practical starting point for your organization.

By the end of this workshop participants will be able to:

• Understand what generative AI can and cannot do for your business
• Identify everyday tasks where AI may save time or reduce friction
• Recognize which early AI uses are low-risk versus higher-risk
• Choose one simple, low-risk AI experiment to consider after the workshop
• Build confidence taking your first practical step with AI

Create eye-catching, professional visuals — no design experience required!

Canva is an intuitive design tool that lets anyone create stunning graphics using ready-made templates and easy drag-and-drop features. Perfect for entrepreneurs, admin staff, marketing teams, and non-profits looking to elevate their visual content without outsourcing.

This workshop is for you if you want to:

• Design professional visuals quickly and easily
• Build your brand across social media, print, and more
• Empower your team to create their own marketing materials
  
  

No design background? No problem. Canva makes it simple — and we’ll show you how.

Want to feel more confident when addressing issues at work? Unsure how to motivate your team or tackle negative behaviours effectively? This workshop is for you!

Learn a simple, 3‑step process for delivering constructive feedback that builds trust, boosts productivity, and strengthens your leadership presence.

You’ll walk away knowing how to:

• Give feedback with confidence and clarity
• Address tough conversations without hesitation
• Motivate your team while maintaining strong relationships

Design Your Vision for Success

Set yourself up for success by taking time to focus on you. This reflective session will help you clarify your goals and build a plan that aligns with your personal definition of success.

This session is for you if you want to:

• Get clear on what you want in the next 1 – 2 years
• Recognize the strengths and resources you already have
• Create a plan that reflects your version of success

This interactive course is designed for boards, directors and senior staff of non profits and aimed at building their knowledge and skills for good governance. Topics include: 

• The Role and Legal Responsibilities of a Board and Directors 

• Code of Conduct and Conflict of Interest 

• Efficient Board and Committee meetings 

• Priority Results Agendas and Minutes 

• Decision-Making Processes 

• Monitoring and Measuring Performance

This practical workshop is designed for organizations already using HubSpot as their customer relationship manager (CRM) and who want to plan their growth strategically before upgrading.

You’ll learn how to maximize HubSpot Starter to manage contacts, pipelines, marketing, and reporting — without automatically moving to a higher-tier subscription.

By the end of this workshop, participants will be able to:

• Identify which business functions can be fully supported with HubSpot Starter
• Configure the CRM, pipelines, forms, email, and basic automation effectively
• Avoid common setup mistakes that limit the value of Starter portals
• Assess future needs and determine when an upgrade is truly necessary — and when it isn’t

Ideal for teams who want to get the most out of what they already pay for, and make informed, growth-ready decisions.

*Please note that more advanced workshops on HubSpot are available upon request

Strengthen your organization’s voice and tell your story to inspire action. Learn to distill your mission, tailor messages by audience, mix emotion with data, and avoid common pitfalls — then practice live and leave with ready‑to‑use templates.

By the end of this workshop, participants will be able to:

• Clarify and distill their mission into emotionally engaging, repeatable language.
• Identify key audiences (donors, partners, media, policymakers) and tailor messaging accordingly.
• Assemble a Mission Messaging Toolkit including elevator pitches, origin stories, impact stats, and testimonials.
• Integrate emotion and data to make messages resonate with both hearts and minds.
• Apply a simple storytelling framework (Problem → Solution → Impact → Call to Action).
• Diagnose common pitfalls (jargon, complexity, mission drift) and revise to avoid them.
• Activate board and staff as brand ambassadors through shared talking points and practice.

This hands-on workshop equips leaders and employers with practical strategies to embrace the economic value of diversity — especially in response to Canada’s growing immigrant workforce. Learn how to lead with inclusion, drive performance, and foster a workplace where everyone thrives.

You’ll learn to:

• Identify the essential 5 keys to drive long-term success through diversity
• Create a blueprint to combat biases and address Psychological safety for diverse team members
• Design a plan for the Open Dialogue Accelerator in tackling real-time challenges
• Integrate emotional intelligence into their leadership approach, with a specific focus on empathy as a foundational element
  
  

This highly interactive workshop is designed to inspire immediate action.

This course is designed for committed professionals, volunteers, and board members working with Canadian non-profit and charitable organizations.

You’ll explore key fundraising strategies, including:

• How to create a strategic fundraising plan
• Tips for identifying and researching potential donors
• Building effective sponsorship campaigns
• Grant writing techniques that get noticed

Break Silos. Build Trust. Elevate Leadership.

Looking for a powerful way to engage your team and spark meaningful change? This fun, strategic, and interactive workshop helps teams boost collaboration, address tough topics, and strengthen leadership awareness — all in real time.

Perfect for teams working toward a common goal, this 2‑hour session (in-person or online) uses thought-provoking exercises to unlock team dynamics and drive results.

You’ll learn to:

• Communicate more effectively and bridge team gaps
• Engage team members with purpose and creativity
• Tackle tough conversations with confidence
• Understand team dynamics through real-time scenarios
• Reflect on past performance and align with future goals

Explore key strategies to enhance leadership skills and increase your influence within an organization.

This workshop will highlight practical methods to inspire and motivate teams, drawing on real-life examples.

Leadership is a privilege — and today, it looks very different than it did 10 or 20 years ago. The skills that once defined strong leadership are no longer enough. To succeed and stay relevant, leaders must adapt to new expectations, values, and workplace dynamics.

This workshop is designed to help leaders understand how to lead today’s diverse, multi-generational teams with clarity, empathy, and purpose.

You’ll learn to:

• Recognize how leadership skills have evolved over the last decades
• Identify the key leadership competencies needed today
• Understand generational differences in communication, motivation, and work styles

• Lead when you don’t have all the answers
• Set clear standards when priorities shift
• Manage emotions while maintaining momentum
• Leverage your team’s strengths for better results

Virtual or not, strong teams are essential to achieving results. In this workshop, you will discover practical strategies to lead high-performing teams that are accountable, collaborative, and focused — even when working remotely.

You’ll learn to:

• Manage team accountability with clarity
• Improve team communication using proven techniques
• Identify your team’s strengths and areas for growth
• Build a practical action plan to boost team performance

Learn how to achieve meaningful results by tapping into the full potential of your team.

This workshop provides practical tools and insights to help you create a more engaged, inclusive, and high-performing workplace.

You’ll learn to:

• Build a diverse and inclusive team
• Recognize and address common team dysfunctions
• Manage conflict effectively
• Use tools to better understand yourself and others
• Explore personal development planning for long-term success

This workshop introduces foundational concepts related to the LGBTQIA2+ community from a professional perspective. Participants will explore inclusive language, the realities of coming out at work, homophobia and transphobia in the workplace, and concrete ways to be a supportive ally.

By the end of the workshop, participants will be able to:

• Define key terms related to sexual orientation and gender identity
• Recognize and address workplace homophobia and transphobia
• Access tools and resources to foster LGBTQIA2+ inclusion
• Take concrete actions to build a more inclusive and respectful workplace

In business, delivering impactful presentations can make the difference between a missed opportunity and a closed deal. Whether you’re speaking to lenders, clients, or investors — how you say it is just as important as what you say.

Part 1: Foundations of a Strong Presentation

• Understand the 4 types of audiences
• Define your key messages
• Organize and deliver with clarity and confidence
  
  

Part 2: Advanced Techniques

• Master the art of persuasion
• Manage Q&A sessions with ease
• Use PowerPoint effectively — and avoid common pitfalls

This course focuses on the organizational and governance changes that need to take place for a traditional non-profit to successfully move into the social enterprise arena. It is particularly relevant to the Boards and senior staff of non profits however also of interest to funders and others interested in the emerging field of social enterprise. Through presentations, interactive group exercises, and case studies participants will learn:

• How to determine if social enterprise is right for their organization
• How to assess their non-profit’s readiness and capacity
• How to assess the feasibility of their business ideas
• The keys to launching a successful social enterprise 
• What resources are available to help in NB

Conflict happens — but ignoring it can impact your team’s morale, productivity, and well-being. This workshop helps you understand the root of workplace conflicts and equips you with the tools to address them early and effectively.

You’ll learn to:

• Recognize how conflict affects teams and performance
• Identify your personal conflict triggers
• Prepare and respond constructively to disputes
• Use active listening techniques for resolution
  
  

Perfect for managers, team leaders, and employees looking to strengthen their conflict management skills.

• Understand anxiety
• Recognize its symptoms
• Learn four practical strategies to reduce stress and regain control.

Are you ready to elevate your brand’s digital presence and captivate your audience like never before? Join us for our comprehensive workshop, where we delve into the essentials of marketing and social media prowess.

In this dynamic and interactive workshop, you will:

• Stay ahead of the curve by identifying and leveraging the latest trends
• Use tools/​techniques to unleash creativity for content ideas
• Organize your creative chaos with an effective content calendar
• Create engaging reels/​short videos
• Unlock the full potential of Meta Ads (formerly Facebook Ads) to amplify your reach.

This workshop offers a comprehensive introduction to the essentials of grant writing. Designed for beginners or those looking to strengthen their skills, the session is divided into six key sections covering everything from research to revisions. A Q&A period at the end will allow time for personalized support.

You’ll learn to:

• Conduct targeted grant research
• Evaluate funding opportunities with a critical eye
• Write and structure strong application packages
• Navigate submission processes with confidence
• Respond to feedback and improve future applications

In today’s not-for-profit and social enterprise world, everyone from government to foundations, angel investors, consumers, and volunteers want to know what kind of a difference is being made by our organizations. It is important to be able to demonstrate the value and impact of the work we are doing, and this goes beyond anecdotal stories, to the measurement of impact and social return on investment.

Included in this interactive workshop are topics such as:

• What do You Want to Know and Show?
• Mapping Your Information Needs
• Measuring Impact and Demonstrating Value
• Social Return on Investment (SROI)
• How to use Performance Indicators
• Collecting and Analysing Data
• Using and Sharing Results

Being an entrepreneur or leader often blurs the line between work and personal life — especially when discussing your business with loved ones. This interactive workshop will help you develop communication strategies that foster understanding, reduce tension, and maintain strong personal relationships while supporting your professional goals.

You’ll learn to:

• Communicate clearly about your business without overwhelming those around you
• Navigate difficult conversations with empathy and confidence
• Share your goals and challenges in a way that builds trust and support
• Strengthen your influence and presence — at home and at work

Ideal for business owners, executives, and self-employed professionals seeking stronger relationships and better work-life balance.

• Understand generational traits, values, and communication styles
• Leverage each generation’s strengths to boost team performance
• Resolve conflicts rooted in generational differences
• Shift from division to connection and mutual respect
• Build an individual action plan to apply inclusive leadership practices
• Improve interactions with colleagues, clients, and team members of all ages

They’re interested in what you offer — now it’s time to close the deal. This workshop gives you practical tools to turn curiosity into commitment by crafting strong, balanced agreements. Through real examples and hands-on exercises, you’ll build confidence and sharpen your negotiation skills.

You’ll learn to:

• Understand the key steps of a successful negotiation
• Focus on interests — not positions — to create value
• Strengthen your position and handle objections
• Adapt your approach to different situations
• Identify and overcome common negotiation pitfalls

Learn how to set clear goals, measure progress, and manage team performance with confidence. This workshop covers practical strategies to build accountability, give effective feedback, and handle difficult conversations — all essential skills for high-performing teams.

You’ll learn to:

• Set and track meaningful goals
• Monitor performance and follow through
• Deliver constructive feedback
• Navigate tough conversations professionally

By the end of this workshop, you’ll have the tools to foster a culture of accountability and continuous improvement within your team.

Learn how to organize and manage your tasks efficiently, apply project oversight methods, and achieve your goals with greater ease.

This workshop also explores practical tools and techniques to improve focus, structure your workday, and increase overall productivity.

Running a business means juggling multiple projects — but most SMEs don’t have someone with formal project management (PM) training. This two-part workshop is designed to help business owners and managers apply key PM concepts in a practical, accessible way.

Learn how to define project scope, estimate time and cost, build a solid plan, monitor progress with the right metrics, and draw lessons from each completed project.

You’ll learn to:

• Understand key project management principles
• Recognize the stages of a project and the inputs/​outputs at each phase
• Use performance indicators to track and steer progress
• Take timely action to keep projects on track
• Identify what to repeat and what to avoid in future projects

This practical funding-readiness bootcamp helps entrepreneurs and non-government organizations cut through the noise and focus on what actually gets funded in Atlantic Canada. Participants will gain a clear understanding of the regional funding landscape, learn how to position their project with a compelling pitch, and identify the right funders to target — without wasting time on poor fits. The session also demystifies why applications succeed or fail and concludes with a realistic 90-day action plan to move from idea to submission with confidence.

Learning Outcomes

By the end of this workshop, participants will be able to:

• Understand the Atlantic Canadian funding landscape
• Craft a clear, compelling funding story
• Identify and prioritize the right funders for their project
• Prepare stronger, more strategic funding applications
• Build effective relationships with funders
• Create a focused 90-day action plan to move forward

Think of every issue in your organization as a monkey jumping around causing chaos. Sure, you can lock them in a room and pretend they’re not there — but they’re still causing trouble behind the scenes.

In this practical workshop, you will learn how to deal with those monkeys once and for all so you can move forward with clarity and confidence.

You will learn how to:

• Build a meeting structure that gives space for real problem-solving
• Identify and prioritize the issues that matter most
• Get to the root cause of problems instead of reacting to symptoms

A social enterprise is a business with social goals that sells products/​services in the marketplace and reinvests its profits into social, environmental or cultural goals. This course is geared to anyone interested in learning more about how the social enterprise model can meet their goals. Participants will come away with a deeper understanding of what a social enterprise is and:

• Learn about the opportunities for social enterprise
• Better understand the risks and challenges 
• Gain tools to help assess if social enterprise will work for your business idea
• Learn about the various structures of social enterprise
• Find out about resources to support social enterprise in New Brunswick and beyond

The funding landscape for non-profits and social enterprises in Canada is shifting.
Traditional grants and donations are no longer the primary path forward. Funders and governments are now encouraging the use of social innovation and social finance tools such as:

• Impact investing
• Outcomes-based funding
• Social procurement
• Investor tax credits

This workshop offers an introduction to these emerging tools and how they can be used to strengthen and sustain your organization.

You’ll also learn about the federal government’s Investment Readiness Program and Social Finance Fund, and how to prepare for opportunities linked to these national initiatives.

The cornerstone of your marketing journey is a brand that speaks directly to your ideal client/​customer. 
In this workshop, you will:

• Explore the steps to construct a brand strategy that will be your guiding light for future marketing endeavors.
• Humanize your brand to forge deeper connections with current/​potential clients. It will even help you feel more genuine when promoting your business!
• Discover seven differentiation strategies that will finally unveil what sets your brand apart in a way that truly matters to your ideal customers.

Whether you’re launching a new non-profit or breathing new life into an existing structure, this workshop will help you shape your organization’s future with clarity and purpose.

You’ll gain a solid understanding of the key steps involved in establishing good governance, defining your identity, and building a sustainable foundation. For existing organizations, the session also provides tools to support transition, renewal, and long-term continuity.

Participants will learn to:

• Explore and define the core values of the organization
• Develop a clear mission and vision aligned with the organization’s goals and mandate
• Create an action plan for launching a new organization
• Critically review and refine the mission, vision, and values of an existing organization
  
  

Perfect for: Founders, board members, or staff involved in launching, restructuring, or relaunching a non-profit organization.

This interactive workshop equips nonprofit organizations with the tools and confidence to conduct or refresh their organization’s strategic planning. Whether you’re starting from scratch or revisiting an outdated plan, you’ll gain a 

Participants will learn to:

• Evaluate and update their organization’s mission, vision, and goals
• Identify clear strategic priorities aligned with their values and context
• Build a strategic plan with measurable Key Performance Indicators (KPIs)
• Design a monitoring system to track progress and support accountability
• Assess the effectiveness of current strategies and adjust as needed

The workshop enables participants to gain knowledge about the strategic and operational planning process while focusing on the sequences and steps necessary to develop, update and measure the results and outcomes of the planning exercise. 

Participants will be engaged by sharing and exchanging with others to better understand the challenges and issues faced by board members and managers in planning for the future. 

Participants will learn to:

• Understand the process, requirements and conditions for developing a strategic plan. 
• Engage board members in a participatory process in developing a strategic and operational plan. 
• Recognize the limits of strategic planning due to their dependence on resources (financial and human) and the choices to be made. 
• Translate concepts into real-life situations that organizations face today and in the future. 
• Develop an evaluation mechanism to assess the process and ultimate outcomes of the strategic planning exercise

This workshop will cover the following topics: 

• What is a strategic plan? 
• Core elements of a strategic plan 
• Ideal timeframe for a strategic plan 
• Roles and responsibilities of the board, ED, and staff in relation to the strategic plan 
• Who should be involved in developing a strategic plan, and how they should be involved 
• Steps for developing a strategic plan 
• Typical timeframe and cost of developing a strategic plan 
• Implementation of the strategic plan

Unlock the power of compelling proposal writing with this dynamic and practical workshop designed for SMEs and non-profit organizations. Learn to create winning proposals that stand out by blending proven strategies with cutting-edge AI tools. Whether you’re applying for funding, bidding on a contract, or seeking strategic partnerships, this workshop will streamline your approach and strengthen your impact.

By the end of this workshop, participants will be able to:

• Understand the key components of a successful proposal
• Tailor proposals to the needs of funders, clients, or partners
• Write clear, concise, and persuasive content
• Gain confidence in presenting and defending proposals
• Leverage AI tools to enhance research, writing, and editing efficiency

This six-part online series is ideal for new supervisors or anyone looking to strengthen their leadership skills. Each 2‑hour workshop combines practical concepts, real-life scenarios, and live coaching with an HR Specialist and a Productivity Expert.

You’ll learn to:

• Understand your leadership style and apply the principles of authentic leadership
• Set clear expectations and manage performance with coaching and feedback techniques
• Identify motivators to drive team engagement and productivity
• Recognize value-added work and reduce inefficiencies within your team
• Navigate conflict and lead difficult conversations with confidence
• Use visual tools and daily huddles to improve team communication and results

Workshop Titles:

Leadership 101: The Basics of Leadership today: Explore the concept of Authentic Leadership through activities that will help identify your own leadership style. 

Setting Expectations and Managing Performance: Discuss best practices that ensure everyone across the organization is on the same page. Learn the differences between Coaching &Feedback while applying techniques for both approaches. 

Motivating Teams: No individual creates as much value alone as they do as part of a team. What motivates individuals to show up, on time and do a great job every day? Understanding those motivators is critical to increasing a team’s productivity and the value they create for their customers. 

Productivity for the Team: The word ​“productivity” is misunderstood. Many people work very hard every day yet are not as productive as they could be or should be. Most professionals are not trained in the field of operational excellence & improvement and therefore they are wasting precious hours each day and each week on non-value added work. This session will focus on what is value added for your teams and how to eliminate the waste. 

Managing Conflict: How to overcome the challenges of avoiding conflict and learn the steps in finding common ground. Discuss various approaches to effectively navigate through difficult conversations with confidence. 

Daily Management for Improvement: One of the most engaging tools for any team. This day will train the team on how to run efficient daily huddles (5−7 mins. It also includes the implementation of a visual management board which allows the team to always know the plan for the day and how they are doing (the score).

Being part of a productive team requires the ability to lead during these times of change while keeping employees engaged. This workshop will help participants develop their leadership skills to adapt to our changing workplace landscape. 

You will learn to: 

• Evaluate your own organizations health and resilience, plus new ways to lead
• Use engagement strategies to effectively manage teams at a distance
• Review ways to create trust and accountability
• Identify opportunities to celebrate positive outcomes
• Develop an action plan that can be applied immediately

You’ve Built a Diverse Team – But Have You Built an Inclusive Culture?

Building a diverse team is only the beginning. To truly unlock the full potential of that team, leaders must cultivate an inclusive environment where every member feels valued, heard, and empowered. This workshop focuses on helping you understand how communication styles, personal motivators, and emotional intelligence influence inclusion, and how you can create a workplace where everyone can thrive.

By the end of this workshop, you’ll be able to:

• Understand the four dimensions of inclusive communication
• Assess emotional intelligence across 7 key areas and their impact on team effectiveness
• Identify communication styles that foster engagement and inclusion
• Practice empathy to better understand and incorporate diverse perspectives
• Build an action plan to apply inclusive communication strategies and encourage accountability across the team.

This hands-on workshop isn’t about chasing shiny AI tools — it’s about using them strategically to transform your digital marketing into a scalable, profitable engine, while keeping empathy and authenticity at the heart of your business.

You’ll learn to:

• Build CustomGPTs to create content, emails, and lead magnets that actually convert
• Turn your expertise into passive income streams
• Support more clients with less stress using thoughtful AI automations
• Stand out as a leader in your field — no more copy-paste templates
• Design ​“sticky” offers your audience won’t want to leave
• Package and price your digital services with confidence and clarity

Perfect for marketing professionals, content creators, and digital entrepreneurs ready to scale smart and sustainably. Launch your next level — with AI tools that amplify both impact and human connection.

During this workshop, you will learn to recognize the difference between self-esteem and self-confidence. You’ll explore how self-esteem affects behaviour, performance, motivation, relationships, and resilience in the workplace. You’ll leave with tools to help yourself or your employees improve how they see themselves — leading to improved job satisfaction, performance, and well-being.

You’ll learn to:

• Understand the duality within us (Ego vs. Heart)
• Know yourself better and understand the importance of ​“I am”
• Recognize your power of influence
• Express yourself positively and authentically
• Practice a guided visualization to reconnect with yourself

Ideal for SMEs and non-profit organizations looking to support both personal growth and professional performance within their teams.

Learn how inbound marketing works — and how to build a simple, effective funnel that earns trust and generates leads.

By the end of this workshop participants will be able to:

• Understand the core stages of inbound marketing: attract, convert, engage, and delight

• Audit current marketing activities against the inbound framework

• Identify appropriate content and tactics for each stage of the customer journey

• Design a simple inbound funnel they can begin implementing immediately

This workshop will help you understand the power of beliefs and how they influence your actions and results. You’ll learn to identify and replace limiting beliefs with positive and constructive ones — leading to greater personal and professional growth.

You’ll learn to:

• Understand the impact of beliefs on your perception and decisions
• Recognize the duality within (Ego vs. Heart)
• Identify limiting beliefs in both your work and personal life
• Apply a thought process to shift those beliefs
• Reflect on how your mindset affects all aspects of life
  
  

Perfect for anyone who wants to invest in their personal development and build a more positive, resilient work culture.

Unlock the power of connection-driven communication that drives real results — whether you’re pitching a program, negotiating with partners, or selling a product or service.

This high-impact, practical workshop is designed for both for-profit and nonprofit professionals who want to enhance their ability to influence, engage, and convert — without sounding pushy or inauthentic.

Using a proven 3‑part Sales Intelligence framework — Self-Awareness, Buyer-Awareness, and Situational-Awareness — you’ll learn to adapt your communication style to resonate with diverse audiences and achieve better outcomes

You will learn to:

• Identify your unique communication and selling style, and how it impacts decision-making
• Understand buyer and stakeholder profiles to adapt your message with greater impact
• Recognize the right moments to move conversations from interest to action — ethically and confidently
• Build trust-based relationships that lead to more sales, support, or stakeholder buy-in
• Communicate with purpose to increase both mission impact and revenue
• Create a personalized influence plan to strengthen engagement

Everyone is well versed on the importance of focusing on our mental health, finding joy, practicing resilience and… and… and….. But stress is inevitable. Life can suck. But how do ​‘they’ suggest we build that toughness, that grit, that resilience to handle it? Are you as a leader struggling yourself or at a loss at how to support your teams? This workshop dives into the real struggles we’re all facing — without the fluff — and delivers straight-up strategies to help you and your team not just ​‘survive’. Oh and it’s okay to laugh — even when life is tough.

Participants will learn to:

• Understand the affects of stress and the impact on our day to day lives
• Apply strategies to help mitigate the ongoing stress we all experience

Working efficiently with different personality types is beneficial to sustain a strong team and healthy work environment. 

Personality Dimensions® is a human relations tool which is presented in an informative, interactive, fun and self-discovery format. It is based on leading-edge research, which helps to explain what motivates behaviour in people with different personalities or temperaments. 

Participants will:

• Learn about the 4 different personality types. 
• Discover their own personality type and uncover their unique blend of strengths and weaknesses. 
• Learn to appreciate others’ differences.
  
  

Where effective training and development is essential for meeting strategic objectives – an understanding of personality theory is a very effective tool in facilitating team creation and building; improving communication and interpersonal relationships; enhancing customer service and satisfaction; and in providing innovative solutions to problems by tapping into the creative energy of every temperament preference.

This workshop can also be presented in a half-day workshop

Since 2019, WorkSafeNB regulations require all employers to have an internal Harassment Code of Practice. Yet many employers still feel uncertain about what constitutes harassment, how to recognize it in real situations, and what their legal obligations are when a complaint arises.

This foundational workshop is designed to help managers, supervisors, and HR professionals understand the key concepts, definitions, and responsibilities under these regulations. Through practical examples and clear explanations, participants will gain the confidence to identify and appropriately respond to harassment-related concerns in the workplace.

Participants will learn to:

• Explain WorkSafeNB’s definition of workplace harassment
• Recognize the grounds of discrimination outlined in the NB Human Rights Act
• Identify behaviours that may constitute harassment
• Recognize when an employee is disclosing harassment
• Understand the employer’s duty to act on a disclosure
• Respond appropriately and legally to harassment concerns

There is also an optional second part to this workshop: Working With Your Harassment Code of Practice

This workshop for employees aims to enhance participants’ understanding of workplace sexual harassment, identify individuals who are most vulnerable to such behaviour, and raise awareness of individual and collective rights and responsibilities.

By exploring the common targets of sexual and other forms of harassment in the workplace, participants will develop the skills necessary to recognize, prevent, and respond — both informally and formally. They will gain a deeper understanding of their rights and responsibilities, as well as those of their colleagues. They will also learn how to access appropriate resources and services to respond effectively to harassment.

Participants will learn to:

• Recognize the different forms of sexual harassment in the workplace
• Understand who is most often targeted and why
• Identify your rights and responsibilities, and those of your coworkers
• Respond appropriately using informal or formal approaches
• Access available resources and support services when needed

This workshop is for employers and supervisors. 

This workshop equips employers and supervisors with the knowledge and tools to foster a safe, respectful, and inclusive work environment.

Participants will gain a clear understanding of what constitutes workplace sexual harassment and who may be more vulnerable to it. The session will cover individual rights and responsibilities, explore common challenges faced by targets, and provide actionable strategies to address and prevent harassment in the workplace.

Participants will learn to:

• Identify different forms of workplace sexual harassment
• Understand who may be at greater risk and why
• Recognize your legal and ethical responsibilities as an employer or supervisor
• Respond appropriately and effectively to complaints or disclosures
• Create and reinforce a workplace culture grounded in respect, safety, and accountability

Leadership isn’t just about position — it’s about influence, responsibility, and action. Whether you’re leading a team, a project, or simply stepping up in a moment that matters, this workshop will help you better understand how to lead with confidence, clarity, and purpose. Through interactive virtual sessions and practical tools, you’ll gain deeper awareness of your personal leadership style and how to adapt it to inspire others, make decisions, and drive results.

Participants will learn to:

• Define what leadership truly means and recognize your own leadership potential
• Apply the Transformational Leadership model to build stronger team engagement
• Understand and adapt your leadership style to better connect with those you lead
• Use the Directing, Coaching, Participating and Delegating model effectively
• Explore the Kouzes and Posner Five Practices of Exemplary Leadership
• Conduct a personal leadership inventory and develop a personalized action plan

Responsible AI use does not start with a crisis. It starts with everyday decisions about privacy, quality, trust, and human judgment.

This workshop helps leaders and teams understand the practical risks of using AI at work without overcomplicating the process. You’ll explore what information should stay out of AI tools, how to review AI-generated content, when human judgment matters most, and how to begin shaping simple responsible-use expectations your team can actually follow.

By the end of this workshop participants will be able to:

• Recognize common risks in everyday AI use
• Understand what information should not be entered into AI tools
• Review AI-generated outputs for accuracy, quality, and bias
• Clarify when AI use should be disclosed or reviewed
• Identify the first guardrails your organization may need.

A practical introduction to Account-Based Marketing (ABM) for organizations that want more focused, personalized outreach.

By the end of this workshop participants will be able to:

• Understand how ABM differs from traditional lead-based marketing

• Define ideal customer profiles (ICPs) and priority accounts

• Align sales and marketing (or outreach and development) around shared goals

• Identify realistic ABM tactics and success metrics for small teams

In 2019, WorkSafeNB mandated that all New Brunswick employers implement a Workplace Harassment Code of Practice. While most organizations now have a written Code, many remain unsure about how to effectively implement it in day-to-day operations — especially when responding to employee complaints.

This practical, plain-language workshop is designed to help employers understand how to operationalize their Code of Practice and meet regulatory requirements with confidence.

Participants will learn to:

• Verify that all 8 regulatory requirements are included in their Code of Practice
• Communicate the Code of Practice effectively to all relevant workplace groups
• Describe the obligation to act on a disclosure of harassment
• Recognize and respond appropriately to harassment disclosures
• Address complaints involving individuals outside of the organization (e.g., clients, contractors)
• Determine when to use internal vs. external investigations
• Conduct internal investigations in line with the organization’s Code of Practice

Note: This is the second workshop in the Understanding Workplace Harassment series. Participants are encouraged to complete Part 1 before attending this session.

Are you a part of a small or medium-sized non-profit organization struggling with workload, time management, and boundary setting? 

This interactive workshop is designed to provide you with practical strategies and empower you to make meaningful changes in how you manage your workload and time. Join us and take the first step towards a more balanced and productive work life!

Participants will learn to:

• Recognize their true time limits.
• Set and respect weekly priorities.
• Prevent burnout.
• Manage workload with confidence and efficiency.