the osbornegroup board engagement

4/7/11

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Engaging Your Board in Fund Development

Hosted by: Laura Goodwin

Neesha N. Rahim

© The Osborne Group, Inc.

Welcome!!

Laura in her natural habitat…

And Neesha in hers…

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Our Roadmap

•  Setting Expectations

•  Steps to Develop Great Board Engagement

•  Ways to Make it Work

•  Questions

•  Goodie Bag

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Show of Hands

What is the biggest challenge you are facing as you engage board members in fund development?

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Your ROI

•  Board members as “relationship-developers”

•  Broader and deeper mission impact

•  Enhanced relationship •  Strengthened results achieved •  A culture of philanthropy •  Intensified strategic contributions

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Keep It Simple

•  …Giving joyfully and generously…

•  Identifying and introducing others

•  Sharing our story

•  Engaging

•  Soliciting

•  Providing meaningful stewardship

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Take Action:

•  What is standing in the way?

•  Are we prepared?

•  Do we know each board member well?

•  Are we setting up action? Or intent?

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QUESTIONS

•  Type your question in the “Questions” box

•  Click on Send Privately

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Board Roles Activating

the Sphere of

Influence Sharing

Your Story

Engaging In Your Work

Soliciting Donors

Stewarding Donors

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Step 1: Find Champions

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Step 1: Find Champions

•  Identify ONE champion

•  Help inspire others to work differently

•  Gives personally •  Believes in philanthropy •  Knows your program from the

inside •  Articulate and passionate •  Admired by others

Take Action:

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Step 2: Change Culture

Take Action: •  Ask the RIGHT questions -  What gets in the way? -  What would motivate? -  Share bad news? -  Change others?

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Motivation…

•  What matters most to you in your volunteer position?

•  What are your aspirations for yourself while in this important volunteer position?

•  What other volunteer positions, activities, responsibilities would you like to take on?

•  Do you have a personal vision for the future? Are you comfortable sharing it?

•  Why have you stayed with us all this time?

•  What do you like best about your responsibilities? What do you like least? Why?

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Expectations…

•  If, from my perspective, something has gone wrong, what is the best way for us to discuss it?

•  From your perspective, what is getting in the way of you successfully (the agreed upon action) within the time we agreed?

•  Do I understand the issues from your perspective correctly? (After summing them up.)

•  What is inhibiting your success? What would enhance your chances for success?

•  What can I do differently to help you be more effective? More satisfied?

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Delivery…

•  What did we do right?

•  What didn’t we do that helped us succeed?

•  What will keep you here? What might entice you away?

•  What is most energizing about your work?

•  To what degree are we fully utilizing your talents?

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Questions?

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Step 3: Identify Early Wins

Take Action: •  Provide concrete actions -  Share the story with… -  Need access to these networks… -  Invite action in… -  Ask… -  Steward…

•  Support and Skills

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In Your Own Way?

•  Prepared to share the story?

•  Credibility to provide names?

•  Catalogue of opportunities to engage in your work?

•  Partner to do the asking?

•  Invitation to steward?

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Prepared to Support?

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Step 4: Identify Movers

Take Action: •  Annual “review” conversation... Or now!

•  Join the Champion •  Ask questions •  Who else needs to have this

conversation?

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Case Study The Organization •  Medium sized budget

•  18 person board

•  Successfully ended campaign in 2008

•  Four events -  One is gala-type

•  Mail, online gifts ~7% of revenue

The Challenge •  Getting ready for next

campaign

•  A bad case of the “ask backs”

•  “You know who I know! There’s no one new!”

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Final Questions

•  Final Thoughts

•  Special Offer

•  Invitation to Participate…

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Final Thoughts & Goodies…

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Step 5: Report on Success

Take Action: •  Standing meeting agenda item

•  Be ready with next step

•  CAPTURE who is doing what and report back.

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The Foundation

•  Board engagement stems from genuine and deliberate care for each other.

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Take Action Training •  Retreat Facilitation

•  Hands-on Skill Building Workshops

-  Making the Case -  The Donor Puzzle -  How to Never Get a No -  Stewardship: The Second Most

Powerful “Move”

Consulting •  Campaign Planning &

Feasibility Studies

•  Fund Development Audit

•  Board Development

•  Strategic Planning

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Goodie Bag!

•  Exit Survey = Get a great tool that you can share with your board to build a “Giving AND Getting” board culture.

•  “Like” us on Facebook = Get a copy of our slides

•  Comment on our page = Enters you to win a FREE 30 minute consulting session…

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The Osborne Group is a full service management, consulting and training firm specializing in institutional advancement, opinion research and organizational management

This presentation is the copyrighted property of The Osborne Group, Inc. 100 South Bedford Road, Suite 340 Mt Kisco, NY 10549

It cannot be copied, used, given away or sold without written permission from The Osborne Group, Inc.

Copyright

the osbornegroup board engagement

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