Rose Woods
Whidbey Institute
Operations
Fundraising
Programs
HR & Culture
Community
Interior Design
Purpose:
Whidbey Institute is a home for transformational learning and a 501(c)(3) nonprofit.
Our mission is to nurture the conditions for transformational learning, and our purpose is to be a Place for those called by the responsibility and transformative potential of these times.
We partner with a network of program leaders working in the areas of generative leadership, ecosystem vitality, community resilience, and more to offer one-day and multi-day workshops, conferences, and retreats. Our 106-acre conservation forest campus on South Whidbey Island is open to the public and features integrated gardens and a four-mile trail network.
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Accountabilities:
- Coach other staff in our distributed leadership organization, supporting their leadership and building their capacity to make decisions well
- Respond to emergent issues and collaborate with other staff to proactively problem-solve
- When there are gaps in workload/staffing across the organization, strategize with staff to find creative solutions, and step in to serve as interim for positions as needed
- Engage in strategic financial management by tracking our finances, acting as back-up check signer, and coordinating legally relevant activities with governmental and financial entities
Purpose:
To operationalize the work of being a Place for those called by the responsibility and transformative potential of these times.
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Fundraising
Purpose:
Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resourcesDomains:
- Donation buttons on all on-line platforms including web site
Accountabilities:
- Stewarding long term ongoing donor relationships
- Raising financial resources to increase access for diverse communities
- Setting the guidelines for registration donation buttons with input from @Contract Administrator and @Registration Builder
- Raising financial resources for operations and capital needs based on yearly budget
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Accountabilities:
- There are no accountabilities defined for this role.
Purpose:
Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resources
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Circle Lead
Purpose:
Developing relationships with and creating opportunities for people and organizations to be inspired to contribute financial resourcesAccountabilities:
- There are no accountabilities defined for this role.
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Accountabilities:
- Defining fund readiness of projects
- Defining fundraising goals
- Preparing budget for fundraising activities
- Learning from outside resources to improve the organization's fundraising efforts
- Designing fundraising strategies that increase access for diverse communities.
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Major Donor Fundraiser
for LeadPurpose:
Developing relationships with and creating opportunities for major donors to be inspired, involved and contributing financial resourcesAccountabilities:
- Asking donors to give a gift
- Identifying, prioritizing and building relationships with Major donors
- Thanking donors personally
- Providing notes and contact information updates to Salesforce and pledge tracking document
- Coordinating major donor site visits
- Providing major donors an opportunity to develop relationships with each other and offer fundraising circle input and support
- Identifying responsible major donor fundraiser for each major donor relationship
- Setting objectives for each major donor relationship
- Working with @Giving Programs to develop campaigns and strategies
- Coordinating logistics of donor visits
Purpose:
Sensing, sourcing, and developing purpose-aligned programs
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Accountabilities:
- Responding to all new program inquiries
- Discerning purpose alignment and good fit with new programs
- Forwarding purpose-aligned, well-fitting program inquiries to @Contract Administrator and @Calendar Architect
- Integrating advice from Program Development Circle into decisions on which new programs are selected for scheduling.
- Maintaining ongoing relationships with program leaders
- Leading role: Deciding any customizations to any pricing or booking policies
- Leading role: Coordinating which team member holds which intakes
Purpose:
Connecting human energy with operational opportunities
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Accountabilities:
- There are no accountabilities defined for this role.
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Domains:
- Social Agreement Policy
Accountabilities:
- Maintaining and updating HR policies to reflect the values, priorities, and culture of the organization, and maintain compliance with state and federal laws
- Designing and evolving compensation policies
- Interpreting terms, conditions and requirements of the Social Agreement and updating it as needed
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Accountabilities:
- Fulfill the responsibilities outlined in this document for each coachee: https://docs.google.com/document/d/1zS-RaIBqwPb0-tIYaBxiT4QgJ1UgYaT9/edit
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Learning and Development
Purpose:
Providing learning and development opportunities for staff membersAccountabilities:
- Managing ongoing all-staff learning calendar
- Providing curated list of learning opportunities to staff
- Assuring that equity is embedded in all learning and development opportunities
- Coordinating Learning & Accountability Partners in regular peer learning and ensuring all Learning & Accountability Partners are held accountable to fulfilling their responsibilities
- Developing and coordinating performance review processes, supporting Learning & Accountability Partners in conducting performance reviews
- Coordinating and developing agendas for all-staff retreats, in collaboration with other relevant role holders and/or consultants
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Accountabilities:
- Facilitate identification of organizational culture change goals
- Develop and act upon strategies to support effective culture change, in alignment with overall culture change goals
- Regularly evaluate organizational culture, tracking on staff morale
- Creatively initiate efforts to improve organizational culture
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Recruitment & Hiring
Purpose:
To connect ideal candidates with employment opportunities and to ensure their understanding of our culture and contextAccountabilities:
- Building hiring teams for available positions
- Sharing opportunities to join the Whidbey Institute staff with appropriate audiences
- Curating hiring folder materials for each open position, including job description, interview questions, reference questions, and job offer materials
- Corresponding with position applicants
- Scheduling interviews
- Conducting reference calls
Purpose:
To create and nurture symbiotic relationship with community
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Hosting & Logistics
Purpose:
Creating a hospitable, nourishing, safe, and easy flowing experience for program leaders, participants and visitorsAccountabilities:
- Providing tours of land and facilities to potential new organizational or program leader partners
- Coordinating and managing registration, facility set-up, arrival, lodging, and meals for program leaders and participants
- Coordinating with @Program Host in scheduling @Hosting & Logistics role holders as needed for program participants
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Accountabilities:
- Serve as one of the key public faces of the organization, building relationships locally and nationally in support of our mission
- Partner with the Fundraising team to build and maintain key funder relationships, both with individual donors and foundations
- Nurture relationships with values-aligned program leaders, partnering with the Programs team to ensure we have an excellent array of programming booked
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Accountabilities:
- Setting up spaces for programs
- Welcoming and guiding arriving participants
- Orienting groups to Whidbey Institute history, logistics, and culture
- Responding to program leader and participant requests and needs
- Breaking down spaces after programs
- Shuttling participants as needed
- Coordinating logistic set-up call with client
- Distributing all information regarding logistical setup to concerned roles
- Updating internal calendar and Smartsheet as needed
- Coordinating meal service details (dietary needs, final meal counts, meal times) with @Meals Provider
- Coordinating housing details including arrival and departure changes and room relocations with @Cleaning
- Coordinating parking and event needs with WIWS when necessary
- Sensing furnishings and design needs in coordination with @Interior Design
Purpose:
Maintaining aesthetic style and providing furnishings, accessories and decor for all indoor spaces to be welcoming and accommodating for guest needs.
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Accountabilities:
- Adding and subtracting art in interior spaces
- Adding, subtracting, and siting art on the land
- Deciding on the acceptance or rejection of offered material gifts, in accordance with Material Gifts Policy when appropriate.