Development Series: The Executive and Development Partnership: Dynamic Duo or Terrible Team?

The teamwork between the chief executive and the development leader is the foundation for great philanthropy. So why do some teams succeed, while others combust? We’ll use the Five Behaviors of a Cohesive TeamTM framework to understand the roots of teamwork dysfunction. The Five Behaviors allows us to better understand how to build more effective relationships with one another, communicate clearly, create efficiencies that utilize strengths, and engage in constructive problem solving with a foundation of trust and support.

During this workshop, you will learn:

  • The four most common work styles and the five behaviors of a cohesive fundraising team.
  • Who you might be most compatible with, and with whom you are likely to experience conflict.
  • Techniques for approaching workplace conflict in a productive, not destructive way.
  • Strategies for overcoming common challenges encountered by development professionals.
  • Immovable objects: know when you can’t move the mountain and it’s time to find the door.
  • How to apply these insights by analyzing a real-life case study

Jeri Alcock, Senior Partner, Rose City Philanthropy
Jeri has worked in the nonprofit sector for 28 years. She became a full-time consultant after she earned her CFRE in 2008. She is a Certified Facilitator for 5 Behaviors of a Cohesive TeamTM and a graduate of Pacific University, with a master’s degree from Portland State University. Jeri is a former board member of the Association of Fundraising Professionals and Forward Stride Center for Therapeutic Recreation. She currently serves on the Executive Committee for the Association of Philanthropic Counsel. Jeri co-founded Rose City Philanthropy in 2018 with Lara Miller to combine their talents in fundraising consulting and recruitment. Rose City provides campaign studies, planning, counsel and assists clients in recruiting development talent to reach their big, audacious goals.

Caryl Zenker, Consultant, Rose City Philanthropy
Caryl has three decades of nonprofit experience including zoos and aquariums, the arts, public broadcasting, and civic engagement. A practitioner and educator, she has managed multi-million-dollar campaigns and taught nonprofit management and fundraising at Portland State University and University of Washington. Caryl was born in New York City, received a B.A. from The Evergreen State College and attended the Evans School of Public Affairs. She is committed to social justice and has served as Board President for the Seabury School in Tacoma, Washington and a grant reviewer for the Youth Development Division of the Oregon Department of Education. Currently, Caryl is serving on the board of Stone Soup PDX.

Course Details

June 13, 2023 Recording
Webinar and Handouts
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