IMPORTANT REMINDER: All retreat materials (including the facilitator manual, flip charts, banners, handouts, and interview protocols) that we provide to you are our proprietary intellectual property and are not to be shared with other individuals or published in any form (on your website, social media, or anywhere else) without our express written permission. You are permitted to use these materials ONLY in the context of delivering a retreat.
Pre- and post-retreat emails to participants
Facilitator manual
Handouts for participants
These are the materials you’ll use during the retreat. All are printed in black and white, single-sided, collated and stapled if more than one page — except as noted.
Interview protocol — first one handed out, for the person’s own use
Interview protocol — for the paired interview
Check-in sheet first evening (print on yellow, cut in half)
The heroic journey of philanthropy
Compelling picture instructions
Colored diagram (print in color)
Action planning kit (optional)
Vendors and supplies
For your convenience, here’s a list of the vendors and supplies we use, as well as templates for all printed items.
3M Transpore Surgical tape to put up roll paper and protect most walls from damage (this is readily available in drugstores)
Name tags (sample Word template)
Table tents (sample Word template)
Bullet-tip dry erase markers (if you’re using a whiteboard)
Standing banners: We use the “Mosquito 800 Banner Stand / Full Color Banner” supplied by Fastsigns. Here are the files we use for printing the banners:
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For Megan only …
Sample venue documents
These are not necessarily ideal models, just a couple of examples so you can see what these kinds of documents look like.
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