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John
Hey, I'm John.
Becky
And I'm Becky.
John
And this is the We Are for Good podcast.
Becky
Nonprofits are faced with more challenges to accomplish their missions and the growing pressure to do more, raise more, and be more for the causes that improve our world.
John
We're here to learn with you from some of the best in the industry, bringing the most innovative ideas, inspirational stories, all to create an impact uprising.
Becky
So welcome to the good community. We're nonprofit professionals, philanthropists, world changers, and rabid fans who are striving to bring a little more goodness into the world.
John
So let's get started.
Tess Cohen
What's happening be hey, John.
Becky
I am very excited about today's conversation and we have an incredible guest on who is coming in to talk to us about how to design intentional gatherings that are one can help you feel great, help you feel this sense of belonging, but hello, it's going to help you scale, scale your impact internally and externally. We are so excited to have Tess Cohen on the podcast. She's the chief gathering Officer at Gather Better and Tess just has this amazing life story and she really drills it down into this life purpose. She has to foster belonging and continuous learning by creating spaces that center community and curiosity. You know, we're here for that, so here for that. And so, you know, she started on the front lines and she started her career serving as a Peace Corps volunteer in rural Costa Rica. John, it's like your home away from.
John
Home, Vita, I swear.
Tess Cohen
Yes, totally.
Becky
And she also spent a lot of years in the nonprofit world as well as five years in corporate philanthropy at Gap. She is also the co founder of Radical Reset, which is creating this movement of rested leaders and a world in which rest is democratized, normalized and celebrated. Hello. That is what I want in this lifetime too. In her spare time, she enjoys biking, rock climbing, teaching yoga and traveling. She's hot on your tails, John. 30 states and 30 countries visited and counting.
John
So good.
Becky
We are excited to talk, to test and really start to talk about how we gather is going to not only help us scale our impact, but help our well being too. Tess, welcome to the We Are for Good podcasts. We're so excited you're here.
Tess Cohen
Thanks, Becky. Thanks, John. Thanks for having me.
Becky
Well, I feel like the only we are for Good member who has not met you in person. Julie's met you in the middle of Central Park. John has met you and your mother. And so take us back to tiny Tess. Probably the heartwired empath. Like, what is she? What is she like growing up and give us kind of a little bit of background into your early story and what led you to today.
Tess Cohen
What feels resonant from growing up is that I moved around a lot. So for the first, until I was in eighth grade, my family moved every three or four years. And on the one hand, it was so hard at the time of doing it. And then it's been kind of wild that then as an adult, I have also moved around New York, and then I was in Chicago for a summer, and then five years ago moved to Denver, Colorado. And I think that that moving around really helped me to be adaptable and flexible. And then the other thing that comes to mind, especially as I think about Impact, is growing up Jewish and how the spirit of giving back is very much in the ethos and I'm sure all religions, but Judaism in particular. And I think probably the first time that I can remember being more keenly aware of philanthropy was when I was 13 years old and obtaining my Bat Mitzvah. And you have to do as part of that, a project. And so I worked like a community service kind of project. And so I worked at a local early childhood ECE school and for young people. And that definitely sent me on a path to serving particularly young people. That's been very much a through line of my career.
John
I love it. I mean, your story, your beginnings definitely connect with whenever you came into the we're for Good world. I gotta give a shout out to Lauren Atherton, who first made the connection. A fellow Denver lover out there, such the best. And she. You know, when we launched Impact up last summer, we didn't know what we were doing, y'all. We knew that the community wanted to get together, but we've never put something together like that event. And following the first meetup, Lauren was like, you guys, this was a great infrastructure, but you have to meet Tess because this, she can help you really understand how this can go to the next level. And that's the first time we got to sit down and get to chat, Tess. And I mean, you do intentional gathering, so dang well. And that's what we wanted to bring you in the podcast today to really talk about that. And so could you kind set the stage because everyone listening wants to get people together in a meaningful way, whether it's to grow their mission or maybe it's to launch their brand or whatever it may be. What are the some of those key elements to make a gathering impactful?
Tess Cohen
I just think there's so much opportunity, especially in the social impact philanthropic space and in corporate America as Well, for sure. So I, over the last year or so kind of coalesced this five step process to gather better. And so I'll just walk through it. So step one is all about being really clear on your why. And truly, I think this is one of the places where people get really tripped up so often. It's like, oh, we just, you know, we always do the every year staff retreat, every year board retreat, our fundraising event. Right. And it's just very. Check the box versus and I will bring up. One of my biggest inspirations in this work is Priya Parker, who's written a book called the Art of Gathering. And so she talks about how saying it's a board retreat, like that is not the why, that's the what. And this past fall I worked with a team, it was a corporate team for their leadership off site. And usually when I think of a team annual retreat thing, it's like part looking back at the last year, kind of hindsighting what went well, what are the areas of opportunity, part looking ahead, planning out, you know, the year ahead, the three years ahead, whatever the time horizon, and then part community building. But I don't make that assumption. Right? Like that's just kind of generally what it could be. But for, for these folks, they're like, no, no, we've already got the debrief stuff. With all we have our team structure, we really want to drill down on getting a really solid roadmap for our 2025 game plan again. So first step is why? Getting really clear on goals, getting really clear on outcomes. And I like to think of goals as what happens during the gathering, and then outcomes are what happens as a result of a really impactful gathering. And I really like to think about what do we want people to think, feel and do as a result of an impactful gathering. That can be a helpful way as kind of like the North Star to then map out what you do during the gathering. Step two is crafting an intentional agenda. So thinking about how people have diverse personality styles and diverse learning styles, right? Like I'm a really visual person, but other people are much more auditory. They need to hear things. So you need to acknowledge that people come with all these different styles. So it's incumbent on us as gatherers to create spaces that are welcoming for all. And that means a combination of kind of introducing a topic of some sort, having time for solo reflection, having time for small group connection, and then bringing things back to the, to the group as a whole. Step three is really fun sprinkling in Special ingredients. So things like opening and closing rituals, things like group agreements, things that really bring. If you have a theme to your gathering, things that really bring that theme to life. And then four is actually the facilitation, the, you know, doing the thing. And I like to think about and encourage folks when they're. When they actually are doing their gathering to think, you know, there's a million things that we can be thinking about, and it can be really stressful. Right. And just think of, like, one thing you want to start, stop, or continue doing in that gathering. I think can be a helpful. A helpful framing. And then lastly is the debriefs. In my time in the nonprofit world, we never did. It was always like, we don't have time for that, right? Like, full speed ahead. We gotta serve these young people, like, onto the next thing, onto the next program cycle. And it wasn't actually until my time in corporate, in. In philanthropy for. At Gap Inc. The clothing company, that the team was really into debriefing. And it was. To me, it's such an unlock of, you know, there. It's actually part of what set me on this path to gather better was we would do this annual summit of bringing together all of these nonprofit partners and business leaders. And it was so impactful. Of course, we'd get survey feedback, and then it was what went well and what were the areas of opportunity. And I think. And I'm almost done here, get off my high horse.
Becky
I'm hanging on to every word.
Tess Cohen
Keep. Okay, okay. So the biggest thing about the debrief, I mean, number one, I think most people don't make time for it. But then the other biggest thing is that should be your starting place the next time you're doing a similar event. Right? So when y'all do impact up and then afterwards, hopefully, like the week after, when it's still fresh, you say, okay, what went well? What are the areas of opportunity? Then when you're going to. And I think you're doing it quarterly. Is that right? That Julie said, oh, my goodness. Wow. Y'all like that? The first place you should start when you are beginning to plan that next time is let's incorporate. How do we fold in these learnings? And again, take one or two things that you want to start, stop, continue doing, and. And that is how then we have that continuous improvement and are always doing better in service to having the impact that we want to have in the world.
Becky
Here's something that I keep thinking as you're speaking, and we've said this Many times on the podcast. A podcast episode is not just a podcast episode. A gala is not just a gala. A board retreat is not just a board retreat. And I want to talk about just the power of intentional gathering, because you kind of hinted at this a little bit. We are so in that space in the social impact sector, specifically a nonprofit, where it's like, go, go, go, check things off the list. But when we sit down and create pause and intentionality and rhythms to this gathering, something shifts. And so I want you to talk about the unlock that this is going to give to leaders to reimagine how they're going to gather, whether that's with their teams or externally.
Tess Cohen
Yeah. I think so much of the time what happens in gatherings is it's so talking at, like, it's very unidirectional. Right. You think of like an all staff, like an all hands meeting, and it's like, report out and what are. You know, and yeah, that could have been an email, right? Like, you can send that. I would think that a better use of time is more like, what's problem solving. That could only happen with this group of humans. And then again, what's the why? Like, what is the need and seeing the need in whatever that is. So whether it be for your board retreat, whether it be a training for your volunteers. Right. Is it. I'm kind of harkening back to me being a volunteer in a couple of different instances in the last couple of years where I actually, you know, certainly there's an aspect of obviously learning the content that you need to be an effective volunteer. But I've often felt this missed opportunity for connection between the volunteers because I'm like, these people also care about, you know, whatever the topic is at hand. For me, it's often around youth or immigration are kind of my two topics that are very dear to my heart. And these are people in my community that care about the same things that I do. I want to know these people and I want to meet these people. And so I think it is getting really clear on that need. And my other biggest inspiration is a woman named Adrienne Maree Brown. She has written many amazing books that I have over here. Emergent Strategy, Pleasure Activism, and then Holding Change is all about bringing her kind of pillars to a facilitation perspective. And she talks about how, you know, we have so this crunch for time and that, like, actually we have exactly the amount of time that we need to do the things that we need to do. And so it's like, what's the best and highest use of that hour and a half of that board meeting.
John
I definitely think what you're lifting are some themes that just stream through the conversations we have. Because we wanted to start this podcast five years ago. Oh, my gosh. To have some of the conversations we didn't feel like we're having in the limelight. And it does start with, like, asking better questions, like, why do we keep doing the same things? And we're recording this live in 2025. The same old things clearly are not gonna work that even maybe worked last year. So it's like we have to get dialed into the why, and people are looking for that. We're itching for purpose. We're itching for what matters in this moment. And we have an opportunity to show up with our, you know, believers, the people that really believe in what we're doing with something that can cut through the noise. So I'm gonna give you the stage for a minute of just what are some of the limitations, you know, traditional nonprofit events maybe lean into? What are some of those limitations and how could infusing more of your intentionality provide just, like, a meaningful alternative? I think, especially in this moment right now, when we're looking for more connection and engagement.
Tess Cohen
John, like, how much time do you have?
John
40 minutes, according to Julie Total.
Becky
That's so true.
Tess Cohen
I mean, to me, the number one limitation, certainly the check the box thing, of course, budget. Right. Is always something. And I think something that I want to underline or lift up is I mentioned the. The. The unidirectionalness that often happens in our gatherings. Right. I think about conferences where it's just like, speaker, speaker, speaker panel, which I, like, can get on my high horse about how I just think transformation doesn't happen via panel. Right. Like I mentioned that I was at a conference last week, y'all. The most impactful part of that entire conference was 30 minutes that I spent with two other people where I got to workshop. Each of us got to go around and workshop a challenge that we had and then get feedback from other people. I just am a really big believer in the role of facilitator as bringing out the wisdom that is in the room. Right. That. That doesn't happen with a panel because the wisdom is only up here. Right. The three I'm. You can't see me or people won't be able to see me.
Becky
She's just articulating all of us listening.
Tess Cohen
To the people that are in the front of the room in stark contrast that it's actually a. What's called liberatory structures. It's an activity called troika that is bringing out the wisdom that is in the room. And that's what happens also when you introduce a topic. But then you have time for me to the attendees, the participants, to be like, how does this relate to me? So even in the middle of the panel, we're going to pause and you're going to turn to the person next to you and talk about what's coming up. What questions, how might you relate this to your organization's context? Right. And what questions are coming up for the panelists? And then at the end, we're going to take three minutes to DeBrie to do a solo reflection of what's one action I want to take in the next week to bring the learnings from this panel to my organization's context. What's one thing I'm going to do in the next week? One thing in the next month, One thing, you know, whatever in the next quarter, end of year, Like, I want it to be tangible. I want it to be action oriented. I just think so often we go to these things and then it's like speeding onto the next thing versus gatherings as a catalyst for the impact that we want to have in the world. And if your gathering isn't going to do that, then don't have it hard.
Becky
Stop. Yes, keep going.
Tess Cohen
I was just gonna say I have this vision of going to companies or teams and doing like a gathering audit to say, let's look at every time you bring your team members together and let's get really clear on that purpose. And it's my strong. I haven't yet done this. We'll see if it ever happens or, like, somebody else can do it. I'd be so happy for that to happen.
Becky
Putting that out in the world.
John
Yes.
Tess Cohen
I'll, like, be your guide and coach and doing it. And it would be my strong hypothesis that you could probably get rid of, like, let's call it at least a third of the team meetings. And when we talk, you know, anybody I know talks about back to back meetings, it's like, okay, let's not do that. Like, what does the world look like where that is not the case?
Becky
Well, I just, I think you're expanding our mind about why we do the things that we do, how we do the things that we do. And thank you for putting the activation component on it, because to me, this is the beauty of true and authentic team building. That leads to belonging, that leads to believers, that Leads to rabbit fans, leads to retention in businesses where people want to stay because they're seen. And so I want you to help us and our listeners right now, like, rethink how we can make our gatherings more personal, whether it's personal or professional.
Tess Cohen
Yeah.
Becky
What advice would you give us for how we can reimagine gatherings that lead to action, that lead to community growth, that lead to belonging? Because in my mind, this is like our core value number four. It is. It is never and never will be about the donor. It will always be about the belief, the believer. And if you can cultivate someone who believes in what you're doing and they are bought in, then what comes from that is going to be so much deeper than just the financial offering. It's going to be so much more scale. So talk to us about how we can elevate those gatherings. Test.
Tess Cohen
Yeah. Start small, Right. So what comes to mind with this question, Becky, is the step three of my process of this sprinkling in of these special ingredients. So even something as small as an opening or closing ritual, which you talked about, I have this kind of side hustle, passion project, Radical Reset, that's all about building a movement of rested leaders. And in our weekly team meetings, we start by taking a minute. One of my co founders puts a minute on her phone just to breathe and to land. I think the smallest intentional form of rest is a single breath. And so even just take. Right. Like if we just do it right now together in invitation to listeners to do the same. Just take a minute or take a moment to let the air out of your lungs and then a deep inhale and exhale. Like it's pretty powerful grounding. And in other opening and closing rituals, I love a check in or check out and just a couple words. And I actually you could do just one word of how you feeling, entering the space and then also exiting. And I like to do two words because I think it gives a little more opportunity for nuance of like I could, you know, like I could be feeling excited and nervous or deflated and also cautiously optimistic. Right.
Becky
Like, so things can be true.
Tess Cohen
Yes. So that's one thing that again, really small. And you can look up a million opening and closing rituals and it can be something really fun to do to co create with your team. And actually to bring back my team at Gap for a moment, we had an awesome team meeting structure where opening ritual was. We would rotate around the team for someone to share an impact story. So we were the team that was running this first jobs program all across the US And Canada. But we were not working directly with any of the young people. Right. That were getting the jobs. So this impact story was this like, grounding, like, what is the impact, like, reminder of the work that we were doing and the impact it was having on the ground. And that was really powerful. And then we'd end each meeting with team shout outs to say, thanks, John, for giving me that pep talk when I had that big challenge. Thanks, Becky, for sending me a letter in the mail. I don't know, whatever it was like, Becky, oh, I know why that came up. So that's one piece. Another piece is around peak moments. So I. If you haven't all picked up on already, I'm just a really big. I really nerd out on resource sharing. And so another one of my favorite books is called the Power of Moments. It's the Heath brothers, Chip and Dan Heath, and they have this concept of peak moments, kind of like surprise and delight moments. And there's an acronym called epic. So it's elevate pride, insight and connection. Again, to go back to that team at Gap, we had one time an in person team meeting where as a closing ritual, we got these puzzle pieces. And actually I still have mine. And this was like eight years ago. I have mine. Everybody wrote down what is one or two words of the impact that you have on this team, right? So we're all parts of this puzzle that all fit together to have the impact that we want to have. So again, this is like the elevation. Like I'm elevating you as a member of this team. Then I have this little. It's. There's a, there's an aspect of insight, right? Of like, I'm taking a moment to reflect on the impact that you have then it certainly is a very connective kind of thing, right? There's like a. You go around and everybody shares. With fundraising events, the biggest opportunity is to think about how do I get your potential donors or your donors really connected to the story of the mission. And that's by connecting their stories. And so I could imagine one of my favorite things to do. This is a from Priya Parker. It's called 15 toasts. You have a theme for the evening. So I did one a couple years ago actually, with the nonprofit that I was just mentioning where their focus is on immigration. And so over the course of dinner, everybody gave a toast to their immigration story. And so I share the story of my great grandfather who came. My grandma always used to say, the bottom of the boat, you Know, with no money. And then he moved to New York City and dug the subway tunnels, which I lived in New York for about a decade. So often I would think about that. And so everybody gives a toast to that, to that theme. And if you really want to do it, well, the last person has to sing part of their toast, which in my one, that person was actually a musician. So they were. It was meant to incentivize you to be like, I'm going to do it quicker, quickly. This person was, you know, like, mic drop. Amazing that he incorporated music into his. But I just would think that would be so powerful to do something like that. Where then you're getting my story and then I'm connecting my story to this mission. Yeah. What's the peak moment?
John
Okay. You and Becky are very tethered in this. I feel like I'm having a conversation with Becky right now about just the power of our collective stories. So many of us leave that off the table when we're designing these moments. And it's like, it's what pulls us together, and it's what can break through the noise of not just having another Talking at us event. Nobody needs that. But, you know, I want to thread this together with the series that we just came out of, the social impact trends that matter. You know, we feel like there's a reckoning happening, that impact measurement has to be redefined. It's not just about the dollars we raise. How do you think about measuring success at gatherings? I mean, it's something that so many intangibles are coming together. What does success measurement look like for you? Taking a quick pause from today's episode to thank our sponsor, Jitasa.
Becky
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John
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Becky
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John
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Becky
Now let's get back to this impactful conversation.
Tess Cohen
There's definitely intangibles for, for gatherings and I really think about it in two primary dimensions. I think surveying participants is super important. Like if Nothing else do three questions on a scale of 1 to 10, how likely are you to recommend this gathering to somebody else, to a colleague or peer? And then what was the best part? And what would be the area of improvement? And always things come up so, so that's the one dimension of the day of and then the, the other one is more of the long term impact. And this is so dependent on the context. Right. But like thinking about like a team retreat that then you're setting the strategy for that year, what are then the checkpoints to say at this gathering? We defined our goals. Now we're going to have for example quarterly check ins to say how are we doing? Where are we? You know, is it some kind of like a dashboard of some sort where we're referring back to how are things going? Where are we on track? Where do we need to readjust? So yeah, so that's kind of. Those are kind of the two dimensions that for me I think about how do we ensure that the gathering is actually having the impact and kind of having the best and highest purpose and role and really is serving as that catalyst for the impact that we want to have.
Becky
I just think it's so relatable on so many levels. And one of our other trends this year is fuel young generosity. And I have to tell you that there is a commonality I'm finding in the two questions. I have found that if you ask children about their involvement in generosity and philanthropy, it is so similar to what you're saying. Because the two questions I ask are what did you notice and how did it make you feel? And when you get to the. And I feel what you're saying is very, very similar. What did you notice about our gathering? How did it make you feel? And asking those questions allows someone to come in. So honestly. And I just think we as missions have such an opportunity to take care of that, to foster it, to use it. And that is what our expansion is built on. And I don't just mean the expansion of our mission, but I think it's the expansion of our humanity, the way that we are connected to each other. And so I adore you. I am so jazzed that there is this level of focus in the world on gathering because I do think it is a balm to a hurting, hurting society. I think it is so much deeper than business, than Missions. So I. And I'm excited to ask you this question because I know how much you value story. So take us back to a moment of kindness, a mem, A moment of generosity or philanthropy in your life where you felt changed by it.
Tess Cohen
What came to mind, speaking of fueling youth generosity, is when I lived in New York, I was on the junior board of a nonprofit called Global Glimpse. They work with young people in cities across the US about how do you grow as a global citizen? And so they have after school workshops that are focused on things like globalization and poverty. And then the young people get to go abroad to Latin America and they get to really see how different people live in the world. So I had been on the board for many years. I got to go to the doctor just for a weekend one time. But then it had always been a dream of mine to lead a trip like this week and a half long trip. And so I got to do that. I think it was 20, 21, and got to lead a group of high school students to Costa Rica. And it was just so impactful for them to see the world in different eyes. And I don't. I'm thinking of this one moment. The students really got to then meet other students, local students. They. The local students would come and, you know, a lot of them didn't speak Spanish, the American students. And so then they would. But they would dance. And then they were teaching them to dance and just have it, you know, like universal language. Exactly, exactly. And I just like remembering the students. Yeah. Dancing with their, with their friends and having such a ball. And I just think about, for me, spending time abroad has been tremendously transformative. And I think I would like to imagine a world in which all young people have the chance to experience what is it like? And like walk a day in somebody else's shoes. And yeah, I really believe in that, in that work in Global Glimpses work and the work of so many others.
John
Gosh, I love that story and have had transformational experiences like that too, that just like, stick with you when we get out of our bubble? And I feel like that's what this conversation keeps coming back to, like, same old, same old is not working for anybody. So how can we create moments that do stick with each other, you know, that can help shape us and change us. And so, friend, as we round this out, we got to think about a one good thing. What's a piece of advice, maybe a mantra that is really resonant for you today that's lifting for this conversation.
Tess Cohen
What I want to share is a practice that I do on a weekly basis, which is having a meeting with myself once a week on Mondays. And it is this time how I feel so strongly about the debriefs. I feel really strongly about this concept of what does it mean to be a reflective leader. And I think the world needs more reflective leaders. And so that is time for me to look back at the last week and say, what were my wins, what were my challenges, what were my learnings? And then look ahead at the week ahead and really narrow in on what are my focus areas. And I just find it to be really a grounding presence of like, what am I going towards? And then I do. And then I take time on a monthly basis, on a yearly basis. You know, it builds from there. One of Adrienne Maree Brown's emergent strategy pillars is the concept of fractals. And so small is all how we do anything is how we do everything. And so this is like the small unit of this weekly time. So, you know, use it. Anything that I share. Right. Like adapt it to your, to your individual context. But yeah, just invitation to take that time to connect with yourself, to then be really clear in how you want to show up in the world.
Becky
I like you so much, Tess Cohen. I mean, I just think you, you come in and you talk about the art of the gathering and help us reimagine that. But I feel there is such deep humility and commitment to the, to your self evolution and what you're saying and to grow and to help others grow. And I tell you, John, the only time I'm in my head is like at midnight when I'm about ready to go to bed. That's my reflective space and that is not a healthy practice. So really feel like we're taking a lot from this conversation. People are going to want to meet, get to know you, they're going to want to connect with you. So tell us like how they can, can connect with you with Gather better. Where do you hang out on socials or online?
Tess Cohen
Yeah, I would say LinkedIn is the best place for. From. From in the socials. And my full name is Cassandra. So I'm in there and then it's gatherbetter co c o so not.com and yeah, would that. I have a monthly newsletter where I share. I provide a gathering experiment so you get like inspiration to say try this out, try an opening ritual, try a closing ritual, try experimenting with group agreements. I really like to think about this like being in the experimentation and then you Take what works, leave what doesn't behind. So yeah, would love people would love love to hear from folks in in the We Are For Good community.
John
I mean thank you friend so much here. I feel so buoyed. It's always good to be in your presence. Thanks for being on the podcast.
Tess Cohen
Thanks for having me.
Becky
Every week We Are For Good podcast listeners, friends and community members reach out to us for both recommendations and introductions to people, products and services to help them take their non profit mission further. And you know what? We love it.
John
Totally. This community is fueled by the support of Value Line partners who've invested in making this community and content accessible for all. And they just happen to be powered by really good humans too.
Becky
So we want to give a shout out to We Are For Goods Partners, Donor Doc, RKD Group and Virtuous and we hope you'll check them out. We deeply believe in their progressive tech tools and offerings that are truly powering a more generous world.
John
So reach out to them directly and if you do mention We Are For Good sent you, you'll get that red carpet treatment or head over to we are forgood.com refer to learn more or you can even click the link in today's episode description.
We Are For Good Podcast - Episode 612: 5 Steps to Better Meetings + Events with Tess Cohen
Release Date: March 31, 2025
In Episode 612 of the We Are For Good Podcast, hosts Jon McCoy, CFRE, and Becky Endicott, CFRE, welcome Tess Cohen, the Chief Gathering Officer at Gather Better. Tess brings a wealth of experience from both the nonprofit sector and corporate philanthropy, including five years at Gap Inc. and co-founding Radical Reset—a movement advocating for rested leadership. Her passion lies in fostering belonging and continuous learning through intentional gatherings.
Becky: "Tess just has this amazing life story and she really drills it down into this life purpose. She has to foster belonging and continuous learning by creating spaces that center community and curiosity." (01:33)
Tess shares her upbringing, marked by frequent relocations until eighth grade, which instilled adaptability and flexibility. Growing up Jewish, she developed a strong ethos of philanthropy, solidified during her Bat Mitzvah project at a local early childhood education school. This early exposure set the foundation for her career dedicated to serving young people and fostering community connections.
Tess Cohen outlines a comprehensive five-step framework designed to enhance the effectiveness of meetings and events, particularly within the nonprofit and corporate sectors.
Tess: "Step one is all about being really clear on your why. Truly, I think this is one of the places where people get really tripped up so often." (05:08)
Understanding the fundamental purpose behind a gathering is crucial. Tess emphasizes distinguishing between the "what" (e.g., board retreat, fundraising event) and the "why"—the underlying goals and desired outcomes. She advises organizations to ask what they want participants to think, feel, and do as a result of the event, using these elements as a North Star for planning.
Tess: "Thinking about how people have diverse personality styles and diverse learning styles... create spaces that are welcoming for all." (05:08)
An effective agenda accommodates various learning and interaction styles. Tess suggests incorporating a mix of topic introductions, solo reflections, small group connections, and whole-group discussions to ensure inclusivity and engagement.
Tess: "Sprinkling in special ingredients like opening and closing rituals, group agreements, and thematic elements." (05:08)
Incorporating rituals and thematic elements can significantly enhance the participant experience. Examples include:
Tess: "Encourage folks when they're actually doing their gathering to think of one thing they want to start, stop, or continue doing." (05:08)
Facilitation is key to maintaining focus and ensuring productive interactions. Tess recommends setting clear intentions for facilitators to guide discussions purposefully, rather than allowing meetings to devolve into unidirectional reporting sessions.
Tess: "Debriefs... ensure continuous improvement and always doing better in service to having the impact that we want to have in the world." (09:22)
Post-event debriefs are essential for evaluating success and identifying areas for improvement. Tess underscores the importance of incorporating feedback loops, such as surveys with questions like "How likely are you to recommend this gathering?" and "What was the best part?" to inform future planning.
Becky: "A gala is not just a gala. A board retreat is not just a board retreat. The power of intentional gathering..." (10:23)
Tess and the hosts delve into how intentional gatherings transcend mere checklists, offering deeper connections and meaningful experiences. By designing events that prioritize interaction and engagement, organizations can foster a robust community of believers and supporters who are genuinely invested in the mission.
Tess: "I think so often we go to these things and then it's like speeding onto the next thing versus gatherings as a catalyst for the impact that we want to have in the world. And if your gathering isn't going to do that, then don't have it." (15:31)
John: "How do you think about measuring success at gatherings?" (24:50)
Tess outlines two primary dimensions for assessing the success of gatherings:
Immediate Feedback: Utilizing surveys to gauge participant satisfaction and gather actionable insights.
Tess: "Three questions on a scale of 1 to 10, how likely are you to recommend this gathering... what was the best part? What would be the area of improvement?" (26:44)
Long-Term Impact: Establishing checkpoints and dashboards to track progress against the goals set during the gathering.
Tess: "For a team retreat, setting the strategy for the year and having quarterly check-ins to assess progress." (26:44)
Tess shares a transformative experience from her time with Global Glimpse, where she led high school students on a trip to Costa Rica. This journey not only broadened the students’ global perspectives but also highlighted the universal language of connection through activities like dancing.
Tess: "I want to imagine a world in which all young people have the chance to experience what it’s like to walk a day in somebody else's shoes." (29:39)
Such personal anecdotes underscore the profound impact that well-designed gatherings can have on individuals and communities alike.
As the conversation concludes, Tess imparts a personal practice that enhances her leadership and effectiveness.
Tess: "Having a meeting with myself once a week on Mondays to reflect on wins, challenges, and learnings... What am I going towards?" (32:06)
She encourages listeners to adopt reflective practices, no matter how small, to maintain clarity and intentionality in their roles.
Listeners interested in implementing Tess’s strategies or learning more about Gather Better can connect with her through:
Episode 612 offers invaluable insights into designing purposeful and impactful gatherings. Tess Cohen's expertise provides a roadmap for nonprofit professionals to elevate their meetings and events, fostering deeper connections and driving meaningful action. By embracing intentionality, organizations can transform their gatherings into powerful catalysts for change.
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