Download - Working from Within-Board of Directors
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Working from Within: Your Board of Directors Heather M. Burton November 8, 2011
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Your Partner in Dialogue (and why me…)
Heather Burton
• Product Marketing Director w/Sage
• Board, BookSpring Past president, held officer roles for 4+ yrs Responsible for performance evaluation process, staff dev.
• 10+ years working for/with nonprofits United Way, Hospice, Social Service Agency
• Charity Channel Chapter Author “All A-Board”
• Special interest in leadership and developing people
• Favorite food: Pizza (unfortunately)
• Twitter handle: @heathermburton
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Who I work for…
Over 32,000 Unique Not-For-Profit Customers in North America
6.2 Million Customers Worldwide
3rd largest ERP solution provider to businesses worldwide
The Sage Group, plc. (London: SGE.L)
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Dream Team
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Current Reality
Bridging the Gaps
Nonprofit Lifecycle
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Dream Team
2
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Basic roles, responsibilities
Define, protect and advance the mission
Organizational ambassadors
Safeguard assets (human, financial ,property)
Recruit, hire, support & review the ED
Ensure adequate resources to carry out the mission
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Oh, the places we could go…
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What does your dream
board look like?
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We are a mix of leaders,
“do-ers”, and connectors
We put our money
where our mouth is
We’re movers and
shakers!
We’re passionate!
We are responsible
and responsive
We make the time and have the energy
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Dream Team
2 Nonprofit Lifecycle
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Stages of a Nonprofit
Start-Up (Incubation)
Adolescent (Growing)
Mature (Stability)
Decline (Stagnation)
Adapted from: The 5 Life Stages of Nonprofits, Judith Sharken
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Organization vs. Board
Mode Organization Board Start-Up Establish programs, secure
funding, prove viability Hands-on, operational, focused on mission/program delivery
Adolescence Additional paid staff, grow community awareness
Less day-to-day, various committee formation to fill staffing gaps
Mature Strategic growth, improved operations, diverse fundraising
Shift to governance/strategy focus. Fundraising and board recruitment become priority
Decline Shift in community needs, loss of funding, lack of strategy or vision
Disengaged board or disagreement on organizational future, high-turn over
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Start-Up (Incubation)
Adolescent (Growing)
Mature (Stability)
Decline (Stagnation)
Trick is in the Transition
Clarify board member roles, responsibilities Create formal governance structure
Formalize board recruitment process Develop orientation & mentor program Focus on policies
Institute an annual board evaluation Enhance board fundraising capacity Enhance board committee structure
Re-energize or develop new board Explore partnerships with others
Engage third party to mediate conflicts
Adapted from: The 5 Life Stages of Nonprofits, Judith Sharken
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Dream Team
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Current Reality
Bridging the Gaps
Nonprofit Lifecycle
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What are your current board
pains?
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Common Complaints Lack of participation,
engagement
Lack of understanding
Forgetfulness
Lack of time
Great ideas, no follow through
Over commitment
Weak leadership
Founder Syndrome
Drama/Gossip
Stray from the core
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Here’s where it gets fun…
In which stage is your organization?
Do your board pains map to a transition stage?
Is your “dream team” in alignment with your stage?
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From my view…. (Perspective)
Uncertain job market or loss of job
Family demands
Little time, but want to contribute in a meaningful way
Not my only interest/passion
Don’t want another full-time “job”
Do take responsibilities seriously
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From your view…. (Perspective)
You’ve agreed to serve on the board
Many hands make for light work
The organization needs your expertise
Give it, get it, or get off
Difficult to serve many masters with many personalities
Do appreciate that you are volunteers
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Dream Team
2
Current Reality
Bridging the Gaps
Nonprofit Lifecycle
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The best executive is the one who has sense enough to pick good men [women]
to do what he [she] wants done, and self-restraint to keep from
meddling with them while they do it.
- Theodore Roosevelt
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True leadership is rare, even in
for-profit organizations.
Leadership is not about title,
it’s about action.
Leaders care about people
first, and believe that everything else falls into
place
Great leaders in one life cycle
may not be suitable for the
next. Leaders are willing to make the tough calls, but explain why.
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Board Leadership The right leaders at the right stage make all the difference
Inspire, set the tone, and set an example
Comfortable with tension
Willing to challenge and be challenged
Manage to the stage of your organization
Able to balance short-term vs. long-term decisions
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Find your superstars Sometimes leaders come from unlikely places Support board members to take roles that grow them – Sometimes the “day job” isn’t what they’d like to do
Don’t make assumptions Enforce succession planning
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Right roles for the right people…
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On-boarding Example
Board Approval
Attend x board events
Visit x programs
Meeting with board dev chair
Committee alignment
Financial pledge
Assigned a “buddy”
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60 Minutes is too short! 43 Authors, Brilliant! Nominated for the 21st Annual Terry
McAdam Book Award of the Alliance for Nonprofit Management
Bob Carter, chair-elect for the Association
of Fundraising Professionals (AFP), writes, "This is surely the book I wish I had decades ago."
To purchase YOU and Your Nonprofit go to
this link: http://bit.ly/iHpQoP – My referral fees will be donated back to BookSpring (www.bookspring.org)
More about Board Engagement!
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If I’ve Done Nothing Else… Expectations vs. stage of organization
Find your superstars
Push with patience, but be willing to be pushed
Incremental, sustainable change