Training Classes and Workshops

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Ai Integration
Foundation Development
Grant Preparation & Submission
Post-Award Systems

AI Integration & Readiness Training

Future-proof your organization with AI skills built for sovereignty, compliance, and internal collaboration.
These sessions are designed for Tribal governments, nonprofits, and values-driven agencies ready to explore how artificial intelligence can support mission delivery — ethically and effectively.

AI Readiness Evaluation

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AI Readiness Evaluation

Assess your organization’s systems, staff, and data workflows to determine how ready you are to adopt AI technologies.
This session helps you benchmark your infrastructure, policies, and team mindset to understand where you’re starting from. You’ll receive a readiness scorecard and custom recommendations for building toward sustainable AI integration.

AI Readiness EvaluationDownload

AI 101: Foundations & Ethical Use

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AI 101: Foundations & Ethical Use

Introductory session on AI terms, capabilities, ethical considerations, and real-world applications in organizational settings.
Covers basic AI definitions, common myths, ethical frameworks, and how AI is already used in nonprofits, education, and government. Includes examples, group activities, and discussion prompts.

D2Download

Sovereignty Through Systems

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Sovereignty Through Systems

Training focused on using AI to enhance Tribal sovereignty or nonprofit autonomy through better data control, efficiency, and alignment.
Participants explore how responsible tech use can support self-determination by strengthening internal systems, improving service delivery, and reducing dependence on external consultants.

D3Download
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AI Resistance Conversations: Risks & Solutions
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AI Resistance Conversations: Risks & Solutions

Explore common fears and concerns about AI adoption in community-rooted orgs.
Learn how to address skepticism, privacy concerns, cultural impact, and job security through structured conversation. A safe, interactive session to surface tough conversations, frame resistance as wisdom, and co-design values-aligned AI practices with your team.

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AI for Interdepartmental Communication
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AI for Interdepartmental Communication

Use AI to improve internal communication, including shared documentation, summaries, and coordination across departments.
Learn how AI can reduce silos by capturing meeting notes, standardizing updates, and improving project continuity. This is a hands-on session with prompts, workflows, and use case exploration.

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AI Integration Roadmapping
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AI Integration Roadmapping

Step-by-step support in building a plan for rolling out AI across your programs, operations, and service delivery areas.
We’ll develop a staged implementation strategy, identify pilot projects, and ensure you align AI rollouts with existing goals and change management best practices.

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AI Literacy for Staff
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AI Literacy for Staff

Teach staff how to interact with AI tools, build strong prompts, and avoid common pitfalls in everyday tasks.
This accessible training includes hands-on prompt writing, risk-awareness exercises, and guided exploration of tools that match your team’s roles and technical comfort.

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Operational Automation with AI
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Operational Automation with AI

Learn how AI can automate intake, scheduling, HR tasks, outreach, and other administrative burdens to free up staff time.
Discover real-world nonprofit use cases and how to implement automations without expensive platforms. This training includes starter templates and governance guardrails.

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AI Policy & Governance Development
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AI Policy & Governance Development

Build an internal policy framework for responsible AI use—covering privacy, transparency, and usage controls.
We’ll draft sample policies, role-based permissions, and strategies to manage risk while empowering staff innovation. Ideal for EDs, HR managers, or data stewards.

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Collaborative AI Tools for Teams
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Collaborative AI Tools for Teams

Overview of practical team-based tools like chat-enabled docs, internal bots, and searchable knowledge archives.
Explore AI-enabled platforms that support planning, document sharing, and internal Q&A. We’ll cover privacy configurations, onboarding approaches, and team-specific use cases.

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Cultural Alignment & Language in AI
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Cultural Alignment & Language in AI

Ensure your AI usage reflects community language, tone, and values—especially important in culturally specific or Tribal contexts.
Explore practical strategies for adapting AI tools to your organization’s cultural environment. Covers prompt development, model fine-tuning with local terminology, and customization of outputs to reflect cultural norms and identity. Participants will learn how to preserve linguistic nuance, uphold sovereignty through communication practices, and teach staff to recognize and correct misalignment in AI-generated content.
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Foundation Development (Business Planning Tier)

Design your program from the ground up with tools for strategy, structure, and sustainability. Ideal for new initiatives, restructuring efforts, or community-based service models.

Program Structure Design

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Program Structure Design

Design full program structure creation steps .
Map the full continuum of program or service delivery model your plan offers. Learn how to visualize phases, entry points, and coordination across support tiers.

C1Download

Staffing Model & Organizational Chart Development

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Staffing Model & Organizational Chart Development

Define internal roles, responsibilities, and the reporting structure necessary to operate your program efficiently.
This session includes templates for staffing models, salary tiering, and governance planning. You’ll explore scalable structures and create a draft org chart tailored to your growth goals and service type.

C2Download

Business Plan Development: 12-Month & 3-Year Roadmap

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Business Plan Development: 12-Month & 3-Year Roadmap

Create a strategic and operational business plan that maps your vision into actionable steps.
Participants will be led through real-time plan building with support drafting objectives, timelines, financial forecasting, and institutional goals. Final output includes a polished roadmap ready for use in pitches or internal planning.

C3Download
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Partnership Matrix & MOUs
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Partnership Matrix & MOUs

Establish a strategic partnership map and co-develop Memoranda of Understanding for collaborative service delivery.
You’ll create a partner alignment matrix, explore shared-risk strategies, and draft functional MOUs that support accountability and clarity.

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Service Intake Flow & SOPs
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Service Intake Flow & SOPs

Design a clear and replicable process from client entry to exit.
This workshop includes service mapping, intake form auditing, and SOP drafting. You’ll define your client journey and create consistent touchpoints for your team to follow.

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Community Needs Case & Stigma Strategy
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Community Needs Case & Stigma Strategy

Develop a compelling narrative that communicates unmet needs, barriers to service, and community strengths.
Training includes data sourcing, personal storytelling integration, and framing techniques to address local stigma or historical distrust of services.

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Theory of Change & Logic Model Creation
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Theory of Change & Logic Model Creation

Translate your mission into measurable, fundable outcomes using logic models and theory of change diagrams.
You’ll be guided through narrative logic-building, metric selection, and visual layout development. Each attendee walks away with two drafts and a worksheet for applying these tools across programs.

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Budget Design: Program, Admin, Facility, Staffing & Growth
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Budget Design: Program, Admin, Facility, Staffing & Growth

Create a fully segmented budget that reflects real operational needs across departments and growth phases.
You’ll learn how to layer costs, apply standard formats, and present your budget as a tool for planning, decision-making, and stakeholder communication.

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Compliance Calendar & Reporting Infrastructure
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Compliance Calendar & Reporting Infrastructure

Build the backbone of your compliance practice with customized calendars and report workflows.
Training includes live configuration of timelines, data collection cadence, and file organization systems to meet agency or internal oversight standards.

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Timeline of Key Development Milestones
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Timeline of Key Development Milestones

Build a development timeline that reflects growth benchmarks and operational goals.
You’ll receive tools for milestone mapping, dependency tracking, and board or partner communication. Includes a plug-and-play milestone template.

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Community Engagement Strategy
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Community Engagement Strategy

Design engagement strategies that build trust, visibility, and ongoing dialogue with your community.
Participants will craft outreach plans using social, in-person, and culturally relevant tactics. Includes engagement touchpoint calendar and sample messaging.
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Data Strategy: Baseline Metrics & Evaluation Readiness
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Data Strategy: Baseline Metrics & Evaluation Readiness

Lay the foundation for data-informed decisions with a simple, sustainable evaluation plan.
You’ll learn to identify baseline metrics, build simple tracking tools, and prepare for future evaluation partnerships without overextending your team.
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Sustainability Planning
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Sustainability Planning

Build long-term health through financial, operational, and leadership planning.
This session includes scenario planning, sustainability scorecard review, and stakeholder continuity mapping to prepare for staff turnover, funding shifts, and growth.
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Risk Assessment & Mitigation Planning
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Risk Assessment & Mitigation Planning

Identify organizational, financial, and operational risks—and prepare for them proactively.
Participants walk through a risk inventory and learn to write response protocols for disruptions, leadership gaps, or funding shortfalls.

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Legal/Policy Review
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Legal/Policy Review

IEnsure compliance with local, state, and federal regulations relevant to your program’s operation.
This course provides a guided review framework and identifies areas where external legal review may be needed. It’s ideal for organizations entering a new program area or jurisdiction.

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Tech & Infrastructure Readiness
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Tech & Infrastructure Readiness

Evaluate your systems and tools for compatibility with your operational and compliance goals.
You’ll receive a readiness checklist and training on cloud systems, software options, and low-cost infrastructure upgrades to support long-term digital health.

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Partnership Matrix & MOUs
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Partnership Matrix & MOUs

Establish a strategic partnership map and co-develop Memoranda of Understanding for collaborative service delivery.
You’ll create a partner alignment matrix, explore shared-risk strategies, and draft functional MOUs that support accountability and clarity.

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Grant Application Buildout & Submission Readiness

Build complete, confident, and competitive application packages with clear narratives, aligned budgets, and structured workflows.
This training track is designed to equip organizations with repeatable systems for discovering funding, assembling materials, and managing submission timelines. Ideal for both first-time applicants and teams ready to level-up their internal grant coordination.

Grant Discovery (Federal, State & Private)

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Grant Discovery (Federal, State & Private)

Establish relationships, expectations, and compliance clarity from day one.
Learn how to conduct onboarding calls, request clarification on expectations, and document deliverables. Participants will receive a checklist to capture key post-award details and kickoff steps.

B1Download

Identifying Ideal Funding Streams by Program Phase

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Identifying Ideal Funding Streams by Program Phase

Match your funding strategy to your program’s life cycle: start-up, pilot, scale, or sustain.
We’ll help you build a funding map that aligns goals with resource types—whether that’s planning grants, general operating support, or demonstration projects. Great for long-term financial sustainability planning.

b2Download

Full Application Development: Narrative, Attachments, Compliance

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Full Application Development: Narrative, Attachments, Compliance

Get hands-on guidance for building complete, funder-ready application packages.
This intensive training walks through formatting, logic model inclusion, attachment management, and compliance checks. Leave with a master checklist and draft outline tailored to your organization.

B3Download
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Budget Matching to Funder Requirements
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Budget Matching to Funder Requirements

Design program budgets that are both accurate and responsive to funder constraints.
You’ll learn to translate your real operational needs into funder language, match categories to allowable costs, and prepare clear justifications for your line items.

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Forms and Online Portal Entry
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Forms and Online Portal Entry

Navigate government portals and online submission systems with confidence.
From SAM.gov to GrantSolutions and state portals, we’ll walk through typical form formats, system glitches, and how to troubleshoot common issues before deadline day.

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Funder Landscape Summary or Tracker
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Funder Landscape Summary or Tracker

Build a visual tool to monitor current, past, and upcoming funding opportunities.
We’ll provide templates for tracking funder contact, eligibility notes, and status by submission cycle. Ideal for organizations managing multiple opportunities at once or working collaboratively across departments.

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Funder Fit Matrix
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Funder Fit Matrix

Evaluate how well a funder aligns with your mission, structure, and capacity.
You’ll learn to assess risk, compatibility, and strategy based on scoring systems and narrative fit. Great for prioritizing efforts or pitching new opportunities to leadership.

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Application Timeline & Task Assignment Map
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Application Timeline & Task Assignment Map

Turn your grant application into a team project with clear roles and deadlines.
We’ll build a collaborative schedule and assign key responsibilities for content, attachments, reviews, and upload. Includes an editable planning template for reuse across submissions..

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Draft Review & Approval Workflow
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Draft Review & Approval Workflow

Establish a streamlined internal process for editing and approving grant materials.
We’ll review real-world revision cycles, track changes, version control tips, and document routing strategies to ensure accountability and quality.

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Letter of Intent & Pre-Submission Communications
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Letter of Intent & Pre-Submission Communications

Master the art of LOIs, emails to program officers, and other early-stage funder outreach.
This session includes language examples, timing guidance, and tips for navigating contact rules. Participants leave with reusable email templates and LOI starters.

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Attachment Audit
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Attachment Audit

Avoid disqualification by mastering attachment formatting, naming, and uploads.
We’ll audit common grant attachments (resumes, budgets, audits, maps, MOUs, etc.) and show how to build a clean, organized grant folder for future use.
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Post-Award Systems Setup

Transform your awarded grant into a fully functioning, compliant program with strong reporting, onboarding, and communication systems.
This training track supports organizations after the award is received—guiding teams through internal setup, funder coordination, reporting readiness, and staff alignment. Perfect for building repeatable systems that reduce stress and improve funder relationships.

Initial Grant Onboarding with Funders

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Initial Grant Onboarding with Funders

Establish relationships, expectations, and compliance clarity from day one.
Learn how to conduct onboarding calls, request clarification on expectations, and document deliverables. Participants will receive a checklist to capture key post-award details and kickoff steps.

A1Download

Reporting Templates (Financial & Outcomes)

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Reporting Templates (Financial & Outcomes)

Create reusable templates that support consistent, accurate, and funder-aligned reporting.
We’ll guide you through building your own quarterly or annual templates with space for financials, outputs, and qualitative updates. Includes versioning, deadlines, and workflow tools.

A2Download

Staff Onboarding & Compliance Systems

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Staff Onboarding & Compliance Systems

Bring your team into the loop with clear expectations and SOPs for compliance.
You’ll learn to create role-specific onboarding packets, internal policies, and accountability checklists that prepare staff to operate under grant terms.

A3Download
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Outreach/PR Strategy for Community Education
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Outreach/PR Strategy for Community Education

Show your community the impact of your funding through intentional communication.
Build a simple outreach strategy to promote grant milestones via newsletters, events, or social media—while aligning with cultural values and funder visibility requirements.

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Internal Kickoff Meeting + Grant Briefing Packet
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Internal Kickoff Meeting + Grant Briefing Packet

Launch your grant internally with a shared understanding of roles, deliverables, and deadlines.
We’ll walk through how to lead an internal kickoff and create a short, digestible briefing packet that gets every department on the same page.

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Grant-Specific Budget & Chart of Accounts Integration
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Grant-Specific Budget & Chart of Accounts Integration

Ensure your financial tracking matches your funder’s requirements and internal systems.
You’ll learn how to set up grant codes, categories, and matching documentation so that your accounting system supports reporting with minimal cleanup.

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Grant Calendar Setup
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Grant Calendar Setup

Keep your team on track with a living calendar that includes all major deadlines and internal milestones.
We’ll build a shareable grant calendar with reporting due dates, evaluation periods, and renewal prompts that keeps leadership and staff aligned.

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Compliance Infrastructure + SOP Deployment
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Application Timeline & Task Assignment Map

Establish and document the procedures that keep your program audit-ready and funder-aligned.
This session helps you formalize your file structure, submission protocols, and document control processes with templates and naming conventions.

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Fund Communication Strategy
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Fund Communication Strategy

Proactively manage relationships with your grant officer through structured, professional touchpoints.
We’ll share templates and timing tips for funder updates, milestone sharing, and problem reporting—improving trust and keeping your funder in the loop.

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Subrecipient or Partner Kickoff
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Subrecipient or Partner Kickoff

Align expectations and deliverables with your subgrantees, collaborators, or fiscal agents.
This training covers kickoff meeting content, reporting expectations, and documentation for monitoring third-party involvement.

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Outreach Strategy: Internal + External
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Outreach Strategy: Internal + External

Balance staff visibility with community-facing promotion for maximum impact and accountability.
You’ll map out what communications are needed for staff, board, community partners, and the public—and which platform best fits each audience.
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Evaluation Readiness
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Evaluation Readiness

Prepare your systems and data collection strategy to support outcome reporting and future growth.
Participants will learn how to identify key indicators, define baseline data, and set up minimal-burden evaluation processes with long-term utility.
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Quarterly Performance Check-In Schedule
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Quarterly Performance Check-In Schedule

Create a structured cadence for reviewing progress, addressing challenges, and adjusting course.
You’ll build a light but effective internal reporting system that supports continuous improvement and team reflection.
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