Bring Out the Best in Your Board
•
2 gostaram•451 visualizações
The document discusses strategies for nonprofit boards to effectively govern their organizations and support fundraising efforts. It addresses key board responsibilities like setting mission, oversight, and fundraising. Specific topics covered include board evaluations, recruitment, shared leadership with the executive director, and ensuring 100% board giving. The document provides discussion prompts, models, and checklists to help boards strengthen their governance and fundraising.
Recomendados
Mais conteúdo relacionado
Destaque
Destaque (12)
Semelhante a Bring Out the Best in Your Board
Semelhante a Bring Out the Best in Your Board (20)
Mais de Emily Davis Consulting
Mais de Emily Davis Consulting (20)
Último
Último (20)
Bring Out the Best in Your Board
- 1. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance BRING OUT THE BEST IN YOUR BOARD Urban Peak Colorado Springs Emily Davis, MNM, CGT Emily Davis Consulting June 26, 2014
- 2. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance Follow the conversation… @AskEmilyD @UrbanPeakCS #governance #nonprofit #leadership #philanthropy TURN ON YOUR TECH
- 4. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance How many of you are… q Serving on 1 committee? q Serving on 2 or more committees? q Currently serving on the Urban Peak board only? q Currently serving on 2 or more boards (including Urban Peak)? QUICK POLL
- 5. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance 60 seconds or less Name & Title 1 Question for Today 1 Governance or Fundraising Buzz Word
- 6. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance Essential Responsibilities 4:30 – 5:00 Fundraising 5:00 – 5:15 Shared Leadership 5:15 – 5:30 Recruitment 5:30 – 6:00 Retention 6:00 – 6:20 Closing 6:20 – 6:30 WHAT’S ON TAP
- 7. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance • Step up step back • Tune out tech, tune in to engagement • Challenge each other, ideas to advance mission • Every experience and perspective has value • Focus on problems, not personalities • Facilitator will keep us moving • Other? • Parking lot AGREEMENTS
- 9. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance ESSENTIALS OF BOARD LEADERSHIP
- 10. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance 1. Determine mission & purpose 2. Select the chief executive 3. Support & evaluate the chief executive 4. Ensure effective planning 5. Monitor & strengthen programs & services 6. Ensure adequate financial resources 7. Protect assets & provide financial oversight 8. Build a competent board 9. Ensure legal & ethical integrity 10. Enhance the organization’s public standing 10 BASIC BOARD RESPONSIBILITIES
- 11. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance How does the board as a whole perform the 10 responsibilities listed? Rate the board as a whole on a scale from 1 – 4. 4 = Outstanding 3 = Good 2 = Fair 1 = Poor
- 12. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance Set organizational direction Provide oversight Ensure necessary resources BOARD ROLES & RESPONSIBILITIES
- 14. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance • Board giving $$ • Overall fundraising • Funds from each category – Individuals – Grants – government, foundations – Corporations – Earned income – Other WHAT ARE YOUR GOALS?
- 16. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance SPHERES OF INFLUENCE NEW DONORS direct mail, events ANNUAL DONORS Direct appeals, volunteer involvement MAJOR DONORS Personal relationships Committee and board involvement PLANNED GIFTS Personal relationships & involvement Could be anyone!
- 17. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance FUNDRAISING PROCESS Prospecting Identification Preparation Cultivating Build the Relationship Engage the Donor Ask for the Gift Stewarding Recognition Reporting Communicating Engagement
- 18. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance FUNDRAISING BY TIME Prospecting Stewardship & Cultivation Acknowledgment Solicitation
- 19. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance 3 POSSIBLE OUTCOMES YES!! Yes, but not that much No
- 21. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance FEARLESS FUNDRAISING: A BOARD MEMBER CHECKLIST! Fundraising opportunities and responsibilities for board members Be honest. Be realistic. Take a risk!
- 22. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance Legal Hat Ambassador Hat Volunteer Hat THE DIFFERENT HATS WE WEAR…
- 23. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance ENSURE BOARD & ED ENGAGEMENT* ED is displacing board GOVERNANCE AS OBSERVATION ED is in constructive partnership with board GOVERNANCE AS LEADERSHIP ED is going thru the motions with the board GOVERNANCE AS ATTENDANCE ED is displaced by board GOVERNANCE AS MICROMANAGEMENT E D E N G A G E M E N T BOARD ENGAGEMENT * Source: Richard Chair et. al. “Governance as Leadership”
- 24. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance ACTIVITY TIME! Write “board” in the space provided if you think it is a board responsibility. Write “staff” if you think it is a responsibility carried out by the staff. Write “both” if you think it is a responsibility shared by staff and board.
- 25. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance Board Leads Shares values thru policies that put mission in action Hires, supports, assesses ED Opens funding resources in community Oversees financial due diligence Recruits & retains new board members ED Leads Develops/ Proposes policy questions Hires, supervises, motivates staff Develops & implements programs Shared Leadership Strategic plan Fundraising plan & strategies Evaluations Prep board meetings SHARED LEADERSHIP
- 29. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance RECRUITMENT & RETENTION… THAT ROCKS!
- 32. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance PREPARATION • Job descriptions • Letter of commitment • Board assessment • Prospect lists • Language (application, invitations) • Point person • Outreach efforts APPLICATION • Prep application • Deadlines • Call to action • Notification • Meeting invite • Board buddies • Decision making RECRUITMENT PLAN
- 44. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance WHAT MAKES ‘EM TICK* • Always YES • Wants to help everyone & everything • Caution! OVER-COMMITTED • Need lots to stay engaged • Don’t let them sit around BUSY, BUSY, BUSY • Verbal & print • Use titles & acknowledg ment LIKES RECOGNITION • Stays focused & on track • Great for events • May get discouraged by others’ lack of support ORGANIZER • Lots of ideas for improvement • Pair with an Organizer to keep things moving CREATIVE *Abigail Harmon
- 45. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance GREAT RETENTION = GREAT ORIENTATION
- 46. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance KEY TO GREAT MEETINGS
- 47. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance BOARD REPORTS • Keep focus on governance • Save meeting time • Share planning responsibilities • Committee & project reports one week in advance • Committee name & month • Necessary votes, board discussion items • Goal progress related to strategic plan • Summary of meeting discussion • Timeline & important dates • Next meeting
- 55. /emilydavisconsulting /AskEmilyD @UrbanPeakCS #nonprofit #governance Emily Davis, MNM Emily Davis Consulting (720) 515-0581 emily@emilydavisconsulting.com emilydavisconsulting.com emilydavisconsulting.com/blog