peter zehren.bd dvsty & rv-5.21.15
TRANSCRIPT
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What Does Board Diversity Have to Do With Revenue?
Z E H R E N C O N S U LT I N G
N o n p r o fi t M a n a g e m e n t a n d L e a d e r s h i p © 2015
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Take Aways
1.Building Stronger Board 2.Diversity Strengthens
Revenue3.“Invitation” to Build a Team4. Board Diversity Impact Grid
Zehren Consulting ©2015
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Building Stronger Boards
Take
Aw
ay 1
Zehren Consulting ©2015
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What Do Strong Boards Look Like?
Zehren Consulting ©2015
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What Do Strong Boards Look Like?
Agree with CEO
Focus on Finance
Great Attendance
100% Giving
Zehren Consulting ©2015
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What Do Strong Boards Look Like?
• Disagree with CEO
• Focus on Investing
• Challenge Ideas
• 100% Support
Zehren Consulting ©2015
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What Do Strong Boards Look Like?
Agree with CEO
Focus on Finance
Great Attendance
100% Giving
• Disagree with CEO
• Focus on Investing
• Challenge Ideas
• 100% Support
Zehren Consulting ©2015
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A Strong Board is a Diverse Board
Sharpens Ideas
Views Challenge Differently
Challenges The Way of Thinking
Zehren Consulting ©2015
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Steps to Building Strong Boards
Zehren Consulting ©2015
1. New Members 2. Balance Idea
Leaders 3. Team Building4. Diverse
Perspectives
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New Members
Zehren Consulting ©2015
STEP
ON
E
• Energize the Group• Force Re-examination• Recruit With Purpose
(Who do we know? vs. Who do we seek out?)
• New Member On-boarding
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Balance Idea Leaders
Zehren Consulting ©2015
STEP
TW
O
• Imagine the possible • Open the space for ideas• Where do great ideas
come from?• How many idea leaders
are enough?
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Team Building
Zehren Consulting ©2015
STEP
TH
REE
• What questions should we ask to build conversation?
• Ask actionable questions
• Listen: don’t plan how to react
• Dialogue vs. Conversation
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Actionable Question
An actionable question begins
to shift the way we perceive or
think about something – and that
might serve as a catalyst to bring
about change.
—– Warren Berger Zehren Consulting ©2015
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Diverse Perspectives
Zehren Consulting ©2015
STEP
FO
UR
• Who do we want at the table?
• How do they see our vision?
• How do we view our organization?
• How does the outside world see us?
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Diversity Strengthens Revenue
Take
Aw
ay 2
Zehren Consulting ©2015
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CASE STUDY: The Organization
• Community Housing LMI families should own the homes they live in.
• NYC with satellite branches in each of the five boroughs
• 25 Year Anniversary
Zehren Consulting ©2015
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CASE STUDY: Board Composition
• Over 51% from Community Served
• Bankers: Assigned
• Government Agency
• Satellite Board Chairs
Zehren Consulting ©2015
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CASE STUDY: The Challenge
• Attitude Neutral
• Engagement Off
• Gala Fundraising Low
Zehren Consulting ©2015
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CASE STUDY: ATTITUDE
• Attitude Neutral• Not Personally
Invested• Felt Staff Responsible• Unwilling to Put in a
lot of Time
Zehren Consulting ©2015
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CASE STUDY: ENGAGEMENT OFF
• No Fun Opportunities• Lack of Organizational
Understanding • Uncertain of Time
Commitment
Zehren Consulting ©2015
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CASE STUDY: GALA FUNDRAISING LOW
• Board Did Not Give• No One Wants to Ask• Connections With Goal
and Board Missing• Last Years Worker Out
Zehren Consulting ©2015
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CASE STUDY: THE PLAN
• Bring on New Members• Increase Engagement• Listening to Ideas• Set Own Goals
• Support Board• Explain Fundraising
Cycle• Collaborate on Strategy
Zehren Consulting ©2015
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CASE STUDY: FUNDRAISING CYCLE
©2015Saad & Shaw
Key Reminders:• Ask Only 2-3% of
the whole cycle.
• Most People Are Comfortable Talking About Organization
Zehren Consulting ©2015
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CASE STUDY: THE RESULT
• All Members Engaged
• New Gala Sponsors
• Raised 400% More Than the Previous Year!
Zehren Consulting ©2015
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Take
Aw
ay 3
Zehren Consulting ©2015
“Invitation” to Build a Team
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We begin with the belief that the
commitments and interest of each of us have to be honored
and taken into account by all.
Zehren Consulting ©2015
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Why an Invitation?
• Invite board members to be part of the dialogue
• Everyone’s input sought
• All responses honored
Zehren Consulting ©2015
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Everyone Leads
“The task of leadership is to provide context and produce
engagement.”
Zehren Consulting ©2015
Peter Block– Community Builder
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Tribal Context
Zehren Consulting ©2015
Seth Godin– Marketing Guru
“A leader tightens the tribe…finds areas of common
interest then gets out of the way.”
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EXERCISE: Getting to Know You
Zehren Consulting ©2015
1. What is the commitment that holds you here?3. What organizational story do you tell others?5. Tell me something about you no one knows.
Han
dout
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EXERCISE: Introduce Each Other
Zehren Consulting ©2015
• I’d like you to meet…..• She/he loves their
organization because….
• One thing we may not
know about her/him is….
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EXERCISE: Report Back
Zehren Consulting ©2015
• What did you learn about the process? How did it feel?
• What did you learn about yourself? • What did you learn about the others?
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Board Diversity Impact Grid
Take
Aw
ay 4
Zehren Consulting ©2015
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What Motivates Board Members?
Zehren Consulting ©2015
• Why serve on this board?
• What are you passionate about?
• How do you want to help “change the world” through our organization?
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Engaging Board Members
Zehren Consulting ©2015
• Listen to them• Site tours• Mission moment• Pair them at events
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Engagement Tips From Affinity Session
Zehren Consulting ©2015
• Write Thank You Notes
• Make Phone Calls• Ask Them:
Why Are You Here?
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How Do They See Your Organization?
Zehren Consulting ©2015
• Resume point• Work through grief• Help the community• Venue to show
leadership• Use their expertise
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PROFESSION PERSPECTIVE APPROACHArchitect Building Design a constructSocial Media Director Connecting Share informationEntrepreneur Business Serve a consumer
needVenture Capitalist Investment Opportunity for
growthArtist Creative Foster inspirationGovernment Process Fair resource
allocationBanker Financial Bottom line ROI
Doctor Healing Fix or stop the bleeding
Impact Grid
Zehren Consulting ©2015
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THE ART OF CONVERSATION
• Thinking for Yourself• Change the Way We
See the World• Two Thoughts Can Build
a Stronger New Idea
Zehren Consulting ©2015
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Diversity by Age
2% 12%
29%43%
14%
Under 30 30 – 39 40 – 49 50 – 64 Over 65
BoardSource Nonprofit Governance Index 2010
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Diversity by Race
84%
8%4% 3%1%
White African AmericanHispanic AsianOther
BoardSource Nonprofit Governance Index 2010
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Diversity by Gender
Male
Female
52%
48%
BoardSource Nonprofit Governance Index 2010
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Take Away Review
Zehren Consulting ©2015
1.Building Stronger Boards 2.Diversity Strengthens
Revenue3.“Invitation” to Build a Team4. Board Diversity Impact Grid
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Final Thoughts• Knowing Yourself is
About Openness• Let Go of Ego and See
Best Ideas• Activating Members
Means Listening and Letting Them Do on Their Own
Zehren Consulting ©2015
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Peter Zehren [email protected] 880-1270
Z E H R E N C O N S U LT I N GN o n p r o fi t M a n a g e m e n t a n d L e a d e r s h i p © 2015
Questions?