"We've worked with .orgsource's Sharon Rice on many projects, primarily strategic planning. Sharon has an amazing ability to build consensus and break down major goals into manageable objectives. She brings a global perspective that is invaluable in helping board members and staff think differently. Whether working with a technical society, health care or business organization, she never fails to produce results."
Kim Robinson, President, FrontlineCo
AI & INNOVATION PROGRAMS
Association 4.0® — AI Roadmap Workshop
Half-Day Workshop · In-Person or Virtual
A focused, practical session that helps associations build a clear roadmap for integrating AI into their operations. Designed for leadership teams who want to move from ‘AI curious’ to ‘AI ready’ with a structured, actionable plan.
Topics covered:
- Understanding AI fundamentals and how they apply to association work
- Identifying the highest-value AI opportunities within your organization
- Implementing AI tools effectively and sustainably
- Ethical considerations and best practices
- Developing an AI policy framework
AI Mastery for Associations — Navigating Risks and Maximizing Impact
Full-Day Workshop · In-Person or Virtual
A deeper dive for associations ready to move beyond the basics. This hands-on workshop covers critical AI fundamentals, practical tool applications, advanced customizations, and proactive risk management — all tailored to association workflows.
Participants will:
- Understand generative AI and large language models (LLMs) in plain language
- Gain hands-on experience with leading AI tools including ChatGPT, Copilot, Gemini, and Claude
- Learn advanced techniques including custom GPTs and AI agents
- Develop expertise in crafting effective AI prompts for efficiency and accuracy
- Identify and address risks around data privacy, security, bias, and intellectual property
- Review real-world examples of effective AI policy and data governance
- Practice crafting AI-generated content and data analysis prompts
Best for: Teams that have started exploring AI and are ready to build real capability and governance around it.
LEADERSHIP & OPERATIONS PROGRAMS
Transformational Leadership Solutions
Half-Day or Full-Day · In-Person or Virtual
Essential leadership skills for association professionals at every level. Modules are customized to your team’s specific challenges and can be delivered as standalone sessions or as a full-day program.
Topics include:
- Change Management
- Communication Skills
- Building Confidence
- Conflict Resolution
- Adaptive Leadership
Board & Staff Roles — Clarity, Alignment, and Accountability
Half-Day Workshop · In-Person or Virtual
One of the most common sources of organizational friction is unclear boundaries between board governance and staff management. This workshop brings board members and senior staff together to establish shared clarity on roles, decision-making authority, and accountability — creating a foundation for stronger, more productive working relationships.
Participants leave with:
- A shared understanding of where board authority ends and staff authority begins
- Agreed-upon decision-making frameworks that reduce conflict and duplication
- Practical tools for ongoing alignment between governance and operations
- Greater trust and confidence across the board-staff relationship
Facilitation Skills Training — Lead Sessions That Actually Work
Full-Day Workshop · In-Person or Virtual
Strong facilitation is one of the most undervalued leadership skills in associations. This workshop gives your team the tools to design and lead sessions that spark real participation, navigate group dynamics, and produce decisions that stick — whether in-person or online.
Topics covered:
- The role of a facilitator: managing, planning, and leading
- Core facilitation skills and techniques
- Planning and designing sessions for in-person and virtual environments
- Handling group dynamics and difficult conversations
- Facilitation technology: better, faster, more efficient meetings
- After the meeting: leveraging results for lasting impact
Best for: Association staff, committee chairs, and board members who regularly lead meetings, strategic sessions, or member engagement programs.
ADDITIONAL PROGRAMS
The following programs are available as standalone sessions or as part of a broader leadership development series. Contact us to discuss your needs.
- Communications Skills
- Change Management
- Conflict Resolution
- Adaptive Leadership
- Strategic Planning Facilitation
- Member Engagement Strategy
- Digital Strategy Fundamentals
- Effective Email Marketing
- Leadership Communication
- Content Strategy
- Strategic Communications and Messaging
Let’s Design Your Program
Not sure which workshop is right for your team? Schedule a free 30-minute consultation and we’ll help you figure it out.
Or complete our contact form