where’s waldo? finding (and keeping) multigenerational board members
DESCRIPTION
It seems everywhere we turn there are conversations about next generation leadership and nonprofit boards need to engage every generation they can to best serve their missions. With four generations available for nonprofit board service, it can be a challenge to lead with diverse perspectives and experiences. Learn how to get the most out of the generations to serve your board’s goals and the organizational mission. In this session participants will learn: • The characteristics of each generation including motivations, influencers, and more. • Ways to leverage the best ideas and leadership to serve the board’s needs. • Strategies to recruit and retain new leaders to your board of directors.TRANSCRIPT
/emilydavisconsulting /AskEmilyD
WHERE’S WALDO? FINDING (AND KEEPING) MULTIGENERATIONAL BOARD MEMBERS
Habitat for Humanity of Colorado Camp Colorado: Sustainability Save the Day!
June 4, 2014
Emily Davis, MNM, CGT Emily Davis Consulting
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TURN ON YOUR TECH
Follow the conversation… @AskEmilyD #habitatforhumanity #governance #nonprofit #nextgendonors
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WHO ARE THE GENERATIONS?
GENERATION TRADITIONALISTS (1900-1945)
BOOMERS (1946-1964)
GEN XERS (1965-1980)
MILLENIALS (1981-1999)
ALSO KNOWN AS…
Veterans, Silent Generation, WWII
Generation
Baby Boomers Xers Gen Y, Nexters, Nintendo
Generation
INFLUENCERS World wars, The Depression
Television, Vietnam War, Civil Rights Movements
Internet, Madonna, Bill
Gates, Friends, Rodney King
Social media, iPods, 9/11,
American Idol
MARKETING Conservative imagery, legacy,
family, well-known brands
Healthy lifestyle, hard work, team
work
Inclusive, straight talk, environment
images, multi-channel
Multi-ethnic, green, sexier,
celebrity
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TURN TO YOUR LEFT
1. Name and generation you are.
2. What were two social/economic/political/world experiences that influenced you?
3. How did one of those experiences shape your professional life?
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WHY SHOULD WE CARE?
• Next leaders • Build loyalty to org • Transfer of wealth • Diversity • New perspectives • Incredible networks • Time, talent,
treasure & ties #habitatforhumanity #governance #nextgendonors
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LET’S TAKE A POLL
How many generations are involved in your organization?
q One? q Two? q Three? q Four?
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#habitatforhumanity #governance #nextgendonors
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#habitatforhumanity #governance #nextgendonors
NEXT GENERATION
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FINDING SUCCESS
Success!
Joyful leadership
Accountability
Expectations
Art Science
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ESSENTIALS OF BOARD LEADERSHIP
• Mission comes first • Greater responsibility • Know the
responsibilities • Use committees • Board terms • Assessment • Strategic plan • Invest in learning
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10 BASIC BOARD RESPONSIBILITIES
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
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ROLES & RESPONSIBILITIES
• Set organizational direction – Long-term – Not tactical
• Provide oversight – Evaluation – Financial & legal – Policies
• Ensure resources – Financial – Human – How resources are
acquired
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THE HATS WE WEAR
Legal Hat
Ambassador Hat
Volunteer Hat
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Board Leads
Shares values thru policies that put mission into 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
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WHAT DOES NOT WORK?
• Unclear expectations • Lack of commitment • Low engagement • Work load issues • Under valued • Under utilized
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WHAT DOES WORK?
• Commit adequate resources
• Adopt a mutually-beneficial mindset
• Conduct assessments • Provide regular and
appropriate recognition • Understand diversity
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BOARD CULTURE
• How would someone new experience your board culture?
• What do you want your board culture to be?
• How can you model great leadership?
• Do others inside and outside of the organization see great leadership?
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RECRUITMENT PLAN
• Process & timeline • Board member
leads • Job descriptions • Board self-eval • Application • Interviews • Notification
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BOARD ASSESSMENTS
• Skills & expertise • Demographics – age,
ethnicity, gender • Networks • Wealth & access to wealth • Relationship to mission
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APPLICATION ELEMENTS
• Contact info • Professional role(s) • Education • Nonprofit experiences • Skills, background, expertise • Interest in the org • Leadership role(s) • Committee interests • Board leadership knowledge • Motivation(s) for joining
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REACH OUT
• Current & past board members’ networks
• Committees • Staff • Volunteers • Donors • Online networks, social media • Universities • Young professionals groups
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CREATE A PIPELINE
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CANDIDATE DUE DILIGENCE
• Use interviews • Match candidate with assessment • Discuss with board development
committee / entire board • Learn about work ethic, past work • Trust your gut! • Invite final candidate(s) to a
board meeting. • Seek complete board approval • Don’t tokenize!
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EVALUATION
• Feedback from board candidates
• Debrief among entire board
• Debrief in board development committee
• Make necessary revisions / improvements
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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 & acknowledgment
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
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GREAT RETENTION = GREAT ORIENTATION
• Overview & History • Philosophy & Values • Programs & Resources • Fundraising Overview • Board Structure & Resources
– Description & Expectations – Communications – Board manual
• Letter of commitment • Committees • Board Buddies!!
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KEY TO GREAT MEETINGS
• Time to socialize – have fun!
• Mission moments • Board reports & consent
agendas • Rotating responsibilities • Financial & volunteer
accountability • Follow up action plans
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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 #habitatforhumanity #governance #nextgendonors
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SHARED RESPONSIBILITIES
• Roberta’s Rules
• Mission moment
• Facilitation, time keeper
• Minutes
• Devil’s advocate
• Other? #habitatforhumanity #governance #nextgendonors
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PROFESSIONAL DEVELOPMENT
• Critical for success • In-services or required professional development
• Hire outside facilitator
• Examples: o Financial management
o Communications o Fundraising
o Leadership
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#habitatforhumanity #governance #nextgendonors
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GOVERNANCE COMMITTEE
• Improve the overall quality of board service & experience
• Recruitment process
• Professional development • Manage strategic planning • Organize social activities
• Evaluate #habitatforhumanity #governance #nextgendonors
#habitatforhumanity #governance #nextgendonors
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RECOGNIZE!
• Share successes • Connect successes to
board efforts • Highlight individual
board member accomplishments
• Proper recognition at term’s end
• Stay connected #habitatforhumanity #governance #nextgendonors
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10 WAYS TO WORK WITH EVERY GENERATION
1. Know each gen’s value 2. Recruit & retain
emerging leaders 3. Learn individual &
generational motivations
4. Be flexible with work/life balance
5. Encourage peer learning
6. Invest in talent development
7. Develop trust to advance the work
8. Encourage emotional connection & intelligence
9. Communicate what accountability looks like
10. Understand & communicate work’s relevance
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NEXT STEP?
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ARE YOU READY TO ROCK?
How many of you feel ready to take
the first step toward meaningful
next gen board engagement?
#habitatforhumanity #governance #nextgendonors
#habitatforhumanity #governance #nextgendonors
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RESOURCES
• BoardSource • 4Good • David LaPiana • The Policy Governance
Model (Carver) • Council of Nonprofits
• Fundraising and the Next Generation
• Next Gen Donors Report • Millenial Donor Impact
Report • Roberta’s Rules of Order • A Fundraising Guide for
Nonprofit Board Members
#habitatforhumanity #governance #nextgendonors
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#habitatforhumanity #governance #nextgendonors
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BOOK GIVE AWAY!
Books for sale & signing with a 30% discount:
$34.95 for nonprofits
Credit card & check
#habitatforhumanity #governance #nextgendonors
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Emily Davis, MNM Emily Davis Consulting
(720) 515-0581 [email protected]
emilydavisconsulting.com emilydavisconsulting.com/blog
#habitatforhumanity #governance #nextgendonors