2021 Training Needs Survey - Board Members

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* 1. Please complete by December 15, 2021, include your name, which CFDC you are with and your position on the board.

Name:

CFDC:

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* 2. Name of region where your CFDC is located.

Northeast

Northwest

East

West

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* 3. Which method of training is the most effective for you? (Please check all that apply)

	Not Effective	Somewhat Effective	Effective
Virtually (via video with facilitator) hosted by CF Regional Office	Virtually (via video with facilitator) hosted by CF Regional Office Not Effective	Virtually (via video with facilitator) hosted by CF Regional Office Somewhat Effective	Virtually (via video with facilitator) hosted by CF Regional Office Effective
Virtually (via video with facilitator) hosted by Local CFDC Office	Virtually (via video with facilitator) hosted by Local CFDC Office Not Effective	Virtually (via video with facilitator) hosted by Local CFDC Office Somewhat Effective	Virtually (via video with facilitator) hosted by Local CFDC Office Effective
Virtually (via video with facilitator) from your home	Virtually (via video with facilitator) from your home Not Effective	Virtually (via video with facilitator) from your home Somewhat Effective	Virtually (via video with facilitator) from your home Effective
On-line self study	On-line self study Not Effective	On-line self study Somewhat Effective	On-line self study Effective
Teleconference	Teleconference Not Effective	Teleconference Somewhat Effective	Teleconference Effective

Please specify if you have ANOTHER method you prefer.

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* 4. Samples of HR topics - Fairwinds Training and Development (working with Atlantic CBDCs)
Select all workshops that interest you

Coaching for High Performance- Creating a culture of ongoing coaching for development and providing feedback to improve performance. The workshop includes the tools and processes to implement consistent and effective coaching.

Personal Effectiveness and Time Management- Developing strategies to prioritize workload, minimize distractions and time wasters, plan, and manage multiple responsibilities.

Conflict Management- Identifying options for dealing with conflict situations, personality conflicts and ineffective communication patterns.

Dynamic Work Teams - Designing and encouraging a welcoming and respectful workplace; allowing for differences of thought, age, culture, and style.

None of the above

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* 5. Community Futures Leadership Institute - Community Futures PanWest- facilitated webinars
Select the session (s) that interest you

Community Economic Development (1.5 Hours) - Understand what CED is. Discuss objectives, principles & strategies of CED. Explain the importance of community engagement & accountability in CED. Distinguish how CED differs from other approaches. Describe the role CFs play in CED.

Operations- Board and Staff (3 hours) - Distinguish between board and mgmt authority & accountability. Identify the relationship between board, mgmt and staff. Be aware of organization and structure of a board.

Legal Responsibilities of Boards (3 hours) - Be aware of the legal framework within which the board provides leadership. Know where to find & apply the legal guidelines governing non-profit boards. Identify circumstances that create liability for directors. Review how boards can protect themselves against liability.

Financial Management of a Community Futures (3 hours) - Recognize roles in financial mgmt. Examine how to establish accountability for achieving objectives set out in the board's plans. Identify the financial reports that are used to measure the financial performance of the CF. Review financial objectives & audits, & understand the role of the audit in maintaining accountability.

Board Development and Performance (3 hours) - Examine the role of the board. Discuss the importance of board performance. Examine on-going development for all board members; Understand the importance of a formal board assessment process.

Community Futures Lending (3 hours) - Discuss the CF's economic & social climate in which lending takes place. Describe the roles & responsibilities of the loans committee, the board, and mgmt in the loan process. Recognize the key elements of the lending decisions that will contribute to the performance of the loan portfolio. Appreciate & understand the role of the board in loan administration. Be familiar with strategies to manage problem accounts.

Management Recruitment, Performance, Evaluation and Development (3 hours) - Discuss management recruitment & selection process. Describe the purpose of establishing an equitable compensation package which reflects labour market information & terms of remuneration & compensation. Be aware of options board members should consider when they establish compensation levels for the executive director. Explain a board's role in performance planning, evaluation, & development of its executive director. Determine how the board can use coaching & counselling to deal with performance concerns.

Board Leadership (3 hours) - Recognize leadership as a fundamental responsibility of all board members. Personalize the idea of leadership in terms of what a leader does. Understand the three different modes of governance. Understand the principles of governance as leadership.

Cultural Awareness (3 hours) - Describe the cultural diversity of our country & communities as a result of immigration. Define methods of connecting & communicating with our whole community. Recognize & implement communication tools, Identify the board members' and executive director's role in exercising cultural awareness leadership. Identify actions the board & staff can take to becoming a culturally-aware organization & community. Define a process for organizational self-evaluation.

Social Economy and Social Enterprise (3 hours) - Understand the concept of social economy. Clarify the links between CED and the social economy. Understand the distinguishing characteristics of social enterprises. Explore & define the role of CFs in the social economy. Discuss how social enterprises can be financed.

Role of Planning (1 hour) - Describe the role of strategic & operational planning as part of the total planning cycle. Explain the role of the board on the planning process for the non-profit organization & community.

The Role of the Chair (3 hours) - Learn how to approach the role of chair with skill & confidence. Understand the roles & responsibilities associated with the chair's position. Discuss the specific skills required to be a chair. Examine how to support the chair and work together as a strong team.

Strategic Loan Fund Management (3 hours) - Understand the CF lending vision & its role in CED. Understand the various roles & responsibilities of the loans committee, the board and mgmt in the loan process. Consider the environment within which the CF operates & the role that strategic lending plays in achieving CF objectives. Recognize the key components & considerations of loan portfolio objectives. Understand tools for monitoring the health of a loan portfolio.

None of the above

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* 6. CuSource - Canadian Credit Union Association
Select the course(s) that interest you

HR Governance (Two pre-work sessions and two online sessions) - eClass providing an overview of the human resource governance accountabilities of credit union boards, with a key focus on managing the board/CEO relationship.

Strategy: Planning & Oversight (Four 30-minute pre-work sessions and four 60-minute online sessions) - Through animated group discussions and case analysis, directors will leave this session with a greater understanding of the board’s governance role in the strategic planning process.

Risk Oversight (Four 30-minute pre-work sessions and four 60-minute online sessions.) - This course focuses on the concepts of enterprise risk management and the board’s role in the risk framework.

Board Performance, Development & Evaluation (Two 30-minute pre-work sessions and two 90-minute online sessions) - Focus on "the job" of the board & "the job" of being a director and the competencies (knowledge, skills, behaviors & attitudes) those jobs require. Evaluating collective & individual performance & identifying specific needs & gaps.

eLEAD - (8-week cohort-based learning experience led by Sandra McDowell) - Helps professionals increase their leadership presence and impact through human and science-centered curricula that boosts personal clarity, confidence and conviction. The program uses engaging, brain-friendly strategies to help busy professionals optimize learning and retention of the content.

eCOACH - (8-week cohort-based learning experience led by Sandra McDowell) - Features practical models for communicating, coaching, and providing feedback in the workplace. It equips participants with the knowledge and ability to engage, empower, and inspire forward action with individuals at all levels in the organization.

Strategic Thinking - (Two 90-minute online sessions and one 120-minute online session) - Learning how to move from a transactional or reactive mindset to a strategic thinking outlook. Strategic thinking offers the ability to spot opportunities and risks before your competitors and can be fostered with awareness, practice and diligence.

Governing IT, the Director’s Role - (One-day online session) - Learn about the complexity of and risks associated with operation of IT infrastructure and the importance of ongoing IT governance. Gain a greater understanding of both the benefits and the risks associated with IT systems and explore the importance of an effective IT governance model.

None of the above

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* 7. Canadian CED Network Learning Series
Webinars are structures around presentations, followed by Q&A and some time for informal networking.

WEBINAR: Employee & Community-based Ownership Succession and Buy-Outs - Even before the pandemic, business succession was a growing challenge due to Canada's aging population. Learn more about opportunities for employees and communities to convert businesses to co-ops or social enterprises while increasing democratic ownership, improving resiliency, revitalizing neighborhoods, and in many cases saving businesses from closing down.

WEBINAR: Community Investment Organizations - Recent years have seen increasing interest in strategies that redirect investments for community benefit. Based on the proven success of Nova Scotia's CED Investment Funds, other provinces have launched CED investments and tax credit programs, and communities across the country are organizing to redirect capital to local needs. Find out more about this inspiring work and the levers that are available in your region.

WEBINAR: Social Procurement and Community Benefit Agreements - Procurement is a powerful tool for strong economy and social impact. Social procurement strategies including community benefit agreements are expanding throughout the country, at the federal, provincial, and municipal levels. Join CCEDNet members at the forefront of this issue to learn more.

WEBINAR: Workforce & Entrepreneurship Development - The current rapidly changing labour market marked by skills shortages creates opportunities for broader workforce participation. At the same time, entrepreneurship and innovation are critical to the development of resilient local economies, especially in times of change. How can investments in workforce and entrepreneurship development do double duty by lifting up those who face institutional and systemic barriers?

WEBINAR: Decent Work & CEO - The trend towards more precarious work and the gig economy has been hastened by the COVID-19 pandemic. These types of work devalue workers and serve to push those facing systemic barriers further to the margins. How can CED organizations push back on this trend and be part of the global decent work movement?

None of the above

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* 8. David Hartley - Nonprofit Help and StoneRidge Consulting - facilitated webinars
Select the session(s) that interest you

Creating & Maintaining your Board - Part 1 (David Hartley – Nonprofit Help)- The Big Stuff - 7 ingredients to creating a truly powerful governance board. 10 day-to-day rules to live by.

Creating & Maintaining your Board - Part 2 (David Hartley – Nonprofit Help) - The Details - Implement a new, easy-to-use agenda format, create engaging starts, middles & endings. Find, choose and on-board members effectively.

Leading - Part 1 - How to Lead your Stars, Steadies, Stragglers & "Toxics"(David Hartley – Nonprofit Help) - Define each group and how to specifically lead each group.

Leading - Part 2 - Creating & Maintaining a Thriving Workplace (David Hartley – Nonprofit Help)- 7 Must-Haves. Engaging ways to performance manage & succession plan.

Risk Management - Confidently Manage Nonprofit Risk (David Hartley – Nonprofit Help) - Top 10 principles regardless of the size of your organization. Critical legal concepts & 5 steps to manage legal liability. 13 questions to email your insurance broker each year.

Personality and Communication (StoneRidge Consulting) - Discover their own personality preferences. Learn what is challenging when interacting with others. Develop a strategy to communicate better with others.

Better Teams (StoneRidge Consulting) - Discover the Five Behaviors of a Cohesive TeamTM. Learn about how their personality preferences impact collaboration and conflict on a team. Create strategies for improving team effectiveness.

Being a Better Leader (StoneRidge Consulting) - Discover the Five Practices of Exemplary LeadershipTM. Gain an understanding of their current leadership strengths and weaknesses. Create a plan for developing their leadership skills.

None of the above

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* 9. Megan O'Neil with the Focus Company - Project Management - facilitated webinars
Select the session(s) that interest you

Project Management 101 - 60 or 90 min - Learn the basics of project management and how to apply simple processes to help you get your workload even organized. Learn how to plan for a successful project, control ‘scope creep’, and understand team capacity for project work. Create a basic work breakdown structure, simple project outline, and identify resource capacity - how much time your team really has available to work on projects

Advanced Project Management - 60 - 90 min - Introduction to a new way of working -- what we call our WoW. Traditional project management is giving way to more efficient and practical ways of working. Learn the basics of Agile PM frameworks from a certified Agile Project Manager and Scrum Master. Simple solutions for exploring agile in your organization, and the impacts that you can see from planning projects in this way and applying these principles to your current way of working.

None of the above

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* 10. Sofie Andreou - 123 Digital Power - Digital Marketing and Communications - facilitated webinars
Select the session(s) that interest you

Digital Marketing Strategy & Planning - Understand how you can check in on your competitors' and clients' new behaviours by conducting a Digital Marketing Audit. Once that's completed, you are ready to revisit your own unique value proposition then line up content that will create trust, engagement and the action you desire from your targeted clients.

Video, Video Apps & Livestreaming - Video marketing plan and app know-how. Step by step plan and checklists. App review and tips.

Sales or Event Planning & Public Relations - Learn how to encourage your event or sales participants to create an authentic online buzz that converts to successful sales or events.

Facebook Marketing - Learn how to leverage the power of your Facebook Business Pages. Learn how to post, livestream, how to manage targeted ads, how to reach through to Instagram and how to leverage Facebook Apps & Contests.

Instagram Marketing - Learn how to post, tag products, livestream how to leverage your local community for growth.
Learn how to integrate with Facebook and promote your Instagram posts.

LinkedIn Marketing - Learn how to position yourself and your company on LinkedIn. Leverage the power of LinkedIn as a professional and as a business. Learn how to post, write articles, how to manage targeted ads, how to leverage your local community for growth.

Twitter Marketing - Learn how to leverage the power of Twitter. Learn how to Tweet, livestream, how to manage targeted ads, how to leverage your local Twitter community for growth. Learn how to drive Twitter event attendance and event buzz.

Google & Social Analytics - You will be able to work with or manage a team that is familiar with Analytics in each of Google Analytics, Facebook Insights, Instagram Insights, Twitter Analytics and LinkedIn Insights.

Email Marketing - Targeted and personalized content. Build credibility. Create a credible email list. Stronger customer relationships. Optimize your time and budget. Metrics to learn what works. Increased traffic to your website and events.

None of the above

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* 11. Other topics that could be offered
Select the session(s) that interest you

Privacy Training - Amina Corp - Ensure corporate compliance to PIPEDA legislation / compliancy monitoring. Ensure all activities and client contacts are accurately documented as per the requirements of funding agents (i.e. including documentation of uses of personal and business information). Responding to Privacy Policy inquiries, reporting requirements and disputes

Diversity and Inclusion in the workplace - Various delivery organizations.

Supplier Diversity Awareness Training - The Inclusive Workplace and Supply Council of Canada (IWSCC) is a non-profit Certifying Council connecting disabled and Veteran owned businesses with corporations, public sector, and governments who understand the benefits of working with Diverse Suppliers. Supplier Diversity works to include historically under-represented businesses in a company’s supply chain and is becoming a common practice for socially responsible organizations. (This awareness training would enable client referrals )

Cybersecurity Training - E-Tech - Cyber Security Awareness Training - Easy setup, measurable results, phishing simulator, ongoing defense, proven efficacy.

Grant Writing - Pillar Nonprofit Network - Focusing on the essential elements of a proposal, this workshop will provide participants with tips, insights and strategies for effective grant writing. Through this exploration, participants will enhance their skills and gain new tools and resources to achieve success in their grant writing endeavours.

Group Plan Administration - Webinars by CF Ontario service providers about group plan administration. (Health Benefits, Structured RRSP, Loan Client Insurance).

CF Ontario Website - Webinar walk through of the navigation and content available on the CF Ontario website.

Master Working from Home with Microsoft Teams - Working from home offers the opportunity to maintain your workflow while allowing flexibility in how and where you get your work done. Microsoft Teams can help you stay connected to your team while providing access to all of the tools and recourses your need. Learn tips that can help set you up for success as you transition into a work-from-home scenario.

Managing Performance in a Remote World - In this 30-minute on-demand webinar, you will learn about remote work best practices, tips for getting your workforce in a work-from-home mindset, productivity hacks, best practices for virtual collaboration, and examples of how to engage your team and socialize in a time of social distancing.

WFH, Back to the Office, or Hybrid? What employers need to know about the future of work - Can companies achieve efficiency and work/life balance with the hybrid model? What are some pitfalls to remote working and can they be avoided? And what will employees expect from their employers in this new work era? Learn about these topics in a webinar with Jack Kelly, an expert on recruiting and retaining employee talent.

None of the above

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* 12. The 2022 Community Futures National Event in Ottawa is still planning the discussion group topics where participants share their experience in 90 minute facilitated sessions.
Please provide your suggestions for topics of interest?

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* 13. Please feel free to share any additional information with us so that we may continue to offer the most effective training opportunities for you. Please include any specific training courses that you feel we should be investigating.

Question Title

* 1. Please complete by December 15, 2021, include your name, which CFDC you are with and your position on the board.

Question Title

* 2. Name of region where your CFDC is located.

Question Title

* 3. Which method of training is the most effective for you? (Please check all that apply)

Question Title

* 4. Samples of HR topics - Fairwinds Training and Development (working with Atlantic CBDCs)Select all workshops that interest you

Question Title

* 5. Community Futures Leadership Institute - Community Futures PanWest- facilitated webinarsSelect the session (s) that interest you

Question Title

* 6. CuSource - Canadian Credit Union Association Select the course(s) that interest you

Question Title

* 7. Canadian CED Network Learning Series Webinars are structures around presentations, followed by Q&A and some time for informal networking.

Question Title

* 8. David Hartley - Nonprofit Help and StoneRidge Consulting - facilitated webinarsSelect the session(s) that interest you

Question Title

* 9. Megan O'Neil with the Focus Company - Project Management - facilitated webinarsSelect the session(s) that interest you

Question Title

* 10. Sofie Andreou - 123 Digital Power - Digital Marketing and Communications - facilitated webinarsSelect the session(s) that interest you

Question Title

* 11. Other topics that could be offeredSelect the session(s) that interest you

Question Title

* 12. The 2022 Community Futures National Event in Ottawa is still planning the discussion group topics where participants share their experience in 90 minute facilitated sessions. Please provide your suggestions for topics of interest?

Question Title

* 13. Please feel free to share any additional information with us so that we may continue to offer the most effective training opportunities for you. Please include any specific training courses that you feel we should be investigating.

Question Title

Thank you for your time

* 4. Samples of HR topics - Fairwinds Training and Development (working with Atlantic CBDCs)
Select all workshops that interest you

* 5. Community Futures Leadership Institute - Community Futures PanWest- facilitated webinars
Select the session (s) that interest you

* 6. CuSource - Canadian Credit Union Association
Select the course(s) that interest you

* 7. Canadian CED Network Learning Series
Webinars are structures around presentations, followed by Q&A and some time for informal networking.

* 8. David Hartley - Nonprofit Help and StoneRidge Consulting - facilitated webinars
Select the session(s) that interest you

* 9. Megan O'Neil with the Focus Company - Project Management - facilitated webinars
Select the session(s) that interest you

* 10. Sofie Andreou - 123 Digital Power - Digital Marketing and Communications - facilitated webinars
Select the session(s) that interest you

* 11. Other topics that could be offered
Select the session(s) that interest you

* 12. The 2022 Community Futures National Event in Ottawa is still planning the discussion group topics where participants share their experience in 90 minute facilitated sessions.
Please provide your suggestions for topics of interest?