Effective until August 31, 2015

Trina Isakson // 778.838.6987 // trina@27shift.com // trinaisakson.com

SPEAKING AND TRAINING MENU 2014-2015 new ways of thinking about how people and organizations do good volunteer and employee engagement // nonprofit sector governance and leadership introverts // MBTI® // productivity // future of work inter-generational dynamics // mentorship // women and leadership

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About Trina Trina Isakson is founder and principal thinker at 27 Shift and leads research and strategy projects that challenge assumptions of how people contribute positively to society. She also teaches a variety of university courses on community development and nonprofit leadership and management.

Trina is a sought out thought leader in volunteer and employee engagement, community-university engagement, inter-generational dynamics, women and leadership, introverts, and innovations in nonprofit sector governance and leadership.

“I had no doubt that Trina's presentation was going to be amazing. Knowing her previous work, community involvement and commitment to social change assured me that her contribution was going to be fabulous. But, as always, she surpassed my expectations. It was incredible to see how she was able to connect with our [team], and, through her stories and personal experience, she created an environment full of energy, respect and reflectivity. I hope we'll be able to invite her again to continue inspiring [our team].”

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Speaking Audience size: unlimited 45 min/20 min + Q&A: $2000/$1200

FEATURED TALK

1. QUIET CHANGEMAKERS How do ‘introverted’ or ‘quiet’ leaders move important ideas forward? How do they ensure that their initiatives for social good succeed? Based on Trina’s work with the Quiet Changemaker Project, this talk examines at the less heard changemakers in our midst, and reveals how they work, how they succeed, and how they might be the leaders society needs.

Intended audience: nonprofit/community leadership; quiet people who work to improve society

2. VOLUNTEERS AND THE LEADERS THAT ENGAGE THEM So much leadership talk focuses on business and CEOs. But what about leadership of the people we don’t pay with money? This talk empowers community organizations to consider volunteer engagement as a form of leadership, and challenges these leaders to step outside the mould of traditional volunteer management.

Intended audience: nonprofit/community leadership; volunteer managers

3. BEYOND VOLUNTEERING AND DONATING: WHAT ARE THE NEXT FORMS OF GIVING BACK TO COMMUNITY? Much of the charity that individuals do revolves around volunteering and making donations. However, in today’s world the ways in which we can do good are expanding rapidly. In a hyper-social and digital world where people are making thoughtful decisions about their money and time, how are opportunities to do good changing? This talk explores these new forms of ‘charitable’ activities and challenges organizations to adapt to the changing interests of people doing good.

Intended audience: nonprofit/community leadership; volunteer managers; fundraisers

4. HOW MILLENNIALS ARE SHAPING THE FUTURE OF SOCIAL CHANGE Young people have different expectations of work, community, and social good. What will the future hold, and how can we tap into the passion Millennials have for doing good?

Intended audience: Young people and those that engage them (employers; nonprofit/community leadership)

5. WHAT THE NONPROFIT SECTOR CAN LEARN FROM START-UP CULTURE Start-ups operate within the context of limited funds, great uncertainty, and passionate people working hard to achieve big things. Sound familiar? This talk explores how the nonprofit sector and community organizations can move their missions forward with lessons from start-up culture.

Intended audience: nonprofit/community leadership

6. ENGAGING SUPPORTERS IN ALL AREAS AND LEVELS OF YOUR ORGANIZATION We are increasingly challenged to do more with less, but the number of people yearning to make meaningful contributions to our missions hasn’t gone down. How can we meet the needs of our organizations and of the people who want to support us? This talk explores how we can engage supporters beyond hands-on volunteer work and donor relations.

Intended audience: nonprofit/community leadership; volunteer managers; fundraisers

“It went off beautifully; she thoroughly informed and engaged the [participants].”

“I wanted to say that your talk today really inspired and motivated me. [It was] was enjoyable, encouraging, and it gave me a renewed confidence in my decisions.”

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7. GOVERNANCE AND LEADERSHIP IN SOCIALLY-JUST ORGANIZATIONS The goal of much of the nonprofit sector is social justice. But are we socially just in the way we manage our organizations? The talk encourages nonprofit leadership to view their practices through a social justice lens, and challenges organizations to embed social justice as core to the way they operate.

Intended audience: nonprofit/community leadership; boards of directors

8. STRUCTURING HIGH-FUNCTIONING ORGANIZATIONS IN AN UNSTRUCTURED WORLD The hierarchical organization is proving less effective in an increasingly social and digital world. What alternative structures can help us do our best work in ever-changing times? This talk explores distributed leadership and ‘unstructure’ as a path to achieving our strategic goals and visions.

Intended audience: nonprofit/community leadership; boards of directors

9. INTROVERTED SUCCESS IN THE WORKPLACE The stereotypical workplace leader is outgoing and charismatic. People get ahead when they connect with others, talk about their progress, and are good ‘team players.’ What does this mean for the introverted worker and manage? This talk explores the quiet strengths of introverted people and how they can achieve success in career and workplace leadership.

Intended audience: introverted people; those that manage introverted staff members

10. PRODUCTIVITY TRICKS FROM A SEMI-RETIRED ENTREPRENEUR How can you get a day’s worth of work done in just a few hours? How can you get the little things done without losing sight of the important projects you want to move forward? This talk shares lessons from my life as a semi-retired entrepreneur and challenges people to rethink productivity, to-do lists, and work schedules.

Intended audience: people who want to work less and achieve more

11. CAREER PATHS AND UNPLANNING YOUR FUTURE When you ask people 20 years into their careers if they have a job they had planned to have at the time of graduation, most would say no. And laugh. In a world where many jobs we are training for don’t yet exist, and where job security is decreasing, how do young people plan their career paths? This talk highlights the benefits of following passions and taking off career plan blinders.

Intended audience: students; parents; career practitioners

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Contact Trina for information about customized speaking engagements.

“Her knowledge, experience and enthusiasm have made significant contributions to our work with emerging leaders in the not-for-profit sector.”

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Workshops and training

1. VOLUNTEER ENGAGEMENT STRATEGIC PLANNING 2 hrs: $1200

This workshop explores opportunities for organizational goals and volunteer engagement to overlap. Participants work through exercises to get them from ad-hoc volunteer programs to a true plan for volunteer engagement at all levels of the organization.

Intended audience: nonprofit/community leadership; volunteer managers; max 20 ppl

2. EMBEDDING SOCIAL JUSTICE INTO GOVERNANCE AND LEADERSHIP Half day/with 30min coaching: $1500/$2000

This workshop explores socially-just governance, leadership, and management, and helps leaders explore opportunity to embed socially-just practices into their organization. Participants will leave with concrete opportunities to enhance social justice into their organizations.

Intended audience: nonprofit/community leadership; boards of directors; max 15 ppl

3. GOVERNANCE IN ALL-VOLUNTEER ORGANIZATIONS 2 hrs: $1200

This workshop helps all-volunteer teams plan their governance responsibilities. Too often all-volunteer organizations without staff are so focused on doing the work of the organizations that burnout and governance missteps can result. Participants will leave with options for changes in structure, actions, and values that will lead to more sustainable all-volunteer organizations.

Intended audience: nonprofit/community leadership; volunteer managers; max 20 ppl

4. MBTI® FOR EFFECTIVE INDIVIDUALS/TEAMS Full day/half day plus 30min coaching for each participant: $3500/$2500

The Myers Briggs Type Indicator is a helpful tool for individuals to understand their preferences for communicating, decision-making, and planning, and how their preferences may impact their work satisfaction, career success, and interactions with others. This workshop includes a personalized report for each individual, plus practical and thought-provoking exercises to help individuals and teams explore how their new learning can positively impact their success.

Audience: individuals or teams up to 15 people; each additional person $200 to a max of 25.

5. CREATING AN INTROVERT-FRIENDLY WORKPLACE 1.5 hrs: $1000

Workplaces and employee engagement strategies are often designed with the extrovert in mind, but what about the other half of our population? This workshop will help managers, leaders, and thoughtful co-workers create en environment that helps introverts thrive.

Intended audience: managers; max 30 ppl

6. MANAGING PEOPLE IN VIRTUAL AND FLEXIBLE WORK ENVIRONMENTS Half day/with 30min coaching: $1500/$2000

As work environments become increasingly virtual and flexible, management styles have to adapt. This workshop helps managers plan for effective employee engagement and their own peace of mind when people don’t work traditional 9-5 in the office.

Intended audience: organizational leadership, managers; max 15 ppl

“Really liked the activities & discussions, the ideas generated. Feel very inspired.”

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7. INTERGENERATIONAL COMMUNICATION 1.5 hrs: $1000

Amid complaints of entitled Millennials, inflexible Baby Boomers who just won’t retire, and forgotten Gen Xers stuck in the middle, there are ways to move forward productively. This workshop explores myths and realities of different generations and provides participants with tools for effective planning and communication.

Intended audience: individuals or teams in the workplace; max 30 ppl

8. HIRING AND MANAGING YOUNG STAFF 2 hrs: $1200

Based on perception or experience, many people find Millennials to be frustrating batch to manage. This workshop covers important aspects of hiring and employee engagement, and suggests changes to current practices that will help you manage young staff and to make sure you choose the right people in the first place.

Intended audience: nonprofit/community leadership; boards of directors; max 20 ppl

9. PROFESSIONAL DEVELOPMENT IN LEAN FINANCIAL TIMES 1.5 hrs: $1000

Professional development can be an expensive but important aspect of employee engagement. This workshop provides tricks and tips to ensure employees have opportunities to learn, develop, and grow, even when money is tight.

Intended audience: HR directors, managers, staff; max 30 ppl

10. LEAD BETTER MEETINGS Ugh. Meetings. They take up too much of our productive time, frustrate us, and often have unclear purposes. This talk explores the characteristics of fantastic, aspirational, effective meetings, and challenges listeners to lead better meetings for their teams and projects.

Intended audience: managers; project leaders

11. PRODUCTIVITY BOOTCAMP 2 hrs: $1200

How can you get the little things done without losing sight of important projects you want to move forward? This workshop provides participants tools to help them achieve more in less time. People will leave with a new outlook on to-do lists, productivity, and time management.

Intended audience: general; max 30 ppl

12. MENTORSHIP PROGRAM PLANNING 2 hrs: $1200

This workshop explores a variety of employee mentorship models within organizations—different programs for different purposes. Participants explore risks, opportunities, organizational readiness, and more, while developing a planning framework for implementing mentorship in their own organizations.

Intended audience: organizational leadership; HR directors, managers; max 20 ppl

13. CAREER PATH ‘UNPLANNING’ Half day/with 30min coaching: $1500/$2000

This workshops takes people looking towards future careers, and helps them ‘unplan’ their future: taking stock of what makes them happy, activities they can do to get closer to their ‘ungoals’, and important principles to keep moving forward in an uncertain world of work.

Intended audience: university/college students and new graduates; parents of students; people in career transition; up to 20 people

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Contact Trina for information about customized training engagements.

“Thanks again for a very useful session. I learned some things that I can implement [tomorrow]!”

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Individual coaching

ONGOING COACHING I help individuals work through goals they have, changes they wish to make, success they wish to achieve, clarity they seek. I especially enjoy working with quiet changemakers, women entrepreneurs and instigators, and managers and leaders who are navigating evolving workplaces. Coaching happens via phone or Skype.

First 30 min getting to know you: free, zero commitment, to help each of us decide if we are a fit

Minimum commitment: 5 x 1hr sessions at $150 per session

I also work on retainer (monthly fee) for those want to call me anytime without worrying about hourly costs.

PERSONAL MBTI® FACILITATION The Myers Briggs Type Indicator is a helpful tool for individuals to understand their preferences for communicating, decision making, and planning, and how their preferences may impact their work satisfaction, career success, and interactions with others. As a trained and certified MBTI® facilitator I will take you through an MBTI® assessment and debrief the results with you, taking special time to apply the results to a particular area of interest you want to improve.

Level 1 MBTI®: 60 min, $150

Level 2 MBTI®: 90 min, $200 (for those who have already done Level 1 with me or elsewhere)

SELF-DIRECTED PERSONAL DEVELOPMENT For those who prefer to coach themselves with the support of self-directed and self-paced exercises, I offer a series of activities that challenge people to achieve success in

� Productivity and effectiveness

� Achieving goals

� Asking for more

� What do I want in life?

Each topic includes 6 activities, delivered one at a time on your schedule. All communication is through email.

Personal development series: $50

“She constantly challenged me to think in new ways about civic engagement, community building and the nonprofit sector, while encouraging and respecting my ideas and opinions. I learned…from her...what it means to have the conviction of your vision and execute on it.”

“I wanted to let you know that I received an offer from [the organization] today. I’m very excited about this position. I wanted to thank you for all your support in this process. The experience I gained [with you] really helped me to get this position. I have been privileged to have had the opportunity to work with you.”

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FAQs Do you do offer discounts or do pro-bono speaking or workshops?

In very special circumstances I do pro-bono talks and workshops. I do not offer discounts, nor do I offer free individual coaching. When you contact me please be clear up front if you are seeking a pro-bono speaking or training session.

We only have a small team and can’t afford a full workshop. What can we do?

Let me know the workshop(s) or talk(s) you are interested in, and the number of seats/proportion of the fee you have budget for. When there is enough interest from multiple people/organizations, I’ll arrange a session for the larger group.

Are there any other fees or costs related to having you come in?

You are responsible for arranging the venue and a laptop/projector. Fees include all other costs (transportation/materials) for engagement within Metro Vancouver. For engagements outside of Metro Vancouver, you are responsible for transportation expenses and per diems to cover food plus travel time, charged at half my usual hourly fee ($120/hr x 50% = $60/hr).

Contact Trina Isakson m. 778.838.6987 e. trina@27shift.com tw. @telleni w. trinaisakson.com I’ll get back to you within 1 business day unless I’m on holidays.