ASAE: Engaging Your Board in Strategic Conversations 2009 Toronto
Ideal Board <ul><li>Less micromanaging </li></ul><ul><li>Bigger vision for the future </li></ul><ul><li>More decisive </li...
Strategic Boards… <ul><li>Shape the priorities </li></ul><ul><li>Allocated time/resources </li></ul><ul><li>Align the Boar...
Does the Board agenda address… <ul><li>Big questions </li></ul><ul><li>Future questions </li></ul><ul><li>Core the mission...
Boards often lack the capacity <ul><li>To operate strategically </li></ul><ul><ul><li>Practitioners in their day job </li>...
Board Self Assessment <ul><li>Understand your culture </li></ul><ul><ul><li>Membership </li></ul></ul><ul><ul><li>Leadersh...
Opportunities for Improvement <ul><li>Make data driven strategies a habit </li></ul><ul><li>Increase capacity for dialogue...
Start with Staff <ul><li>ROSE </li></ul><ul><ul><li>Resources </li></ul></ul><ul><ul><li>Opportunities </li></ul></ul><ul>...
ROSE <ul><li>Five years of data on every product, service and activity of the association </li></ul><ul><ul><li>Assess fin...
Different planning approach <ul><li>Member value proposition </li></ul><ul><li>Blue ocean analysis </li></ul><ul><li>New o...
<ul><li>Reinvest the CORE membership </li></ul><ul><ul><li>Non-dues revenue </li></ul></ul><ul><ul><li>Sell beyond the mem...
<ul><li>Culture trumps strategy </li></ul><ul><li>Stress response is reactionary </li></ul><ul><li>Members resistance to c...
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ASAE Engaging Your Board In Strategic Conversations

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ASAE Engaging Your Board In Strategic Conversations

  1. 1. ASAE: Engaging Your Board in Strategic Conversations 2009 Toronto
  2. 2. Ideal Board <ul><li>Less micromanaging </li></ul><ul><li>Bigger vision for the future </li></ul><ul><li>More decisive </li></ul><ul><li>Board members need to focus on their association’s agenda, not their personal agenda </li></ul>
  3. 3. Strategic Boards… <ul><li>Shape the priorities </li></ul><ul><li>Allocated time/resources </li></ul><ul><li>Align the Board agenda with goals and priorities </li></ul><ul><li>Focus on governing rather than managing </li></ul>
  4. 4. Does the Board agenda address… <ul><li>Big questions </li></ul><ul><li>Future questions </li></ul><ul><li>Core the missions </li></ul><ul><li>Relate to the strategic plan </li></ul><ul><li>High level policy decision? </li></ul><ul><li>Red flag flying or watch dog </li></ul><ul><li>Does the ED want/need the Board’s support? </li></ul>
  5. 5. Boards often lack the capacity <ul><li>To operate strategically </li></ul><ul><ul><li>Practitioners in their day job </li></ul></ul><ul><ul><li>Lack experience serving on Boards </li></ul></ul><ul><ul><li>Board turnover </li></ul></ul>
  6. 6. Board Self Assessment <ul><li>Understand your culture </li></ul><ul><ul><li>Membership </li></ul></ul><ul><ul><li>Leadership </li></ul></ul><ul><ul><li>Staff </li></ul></ul><ul><li>Inventory of capacities </li></ul><ul><ul><li>+/- of staff </li></ul></ul><ul><ul><li>+/- of board </li></ul></ul><ul><ul><li>Resources </li></ul></ul><ul><ul><li>External Factors </li></ul></ul><ul><li>Strong Board and Staff Development </li></ul><ul><ul><li>Training for new Board members </li></ul></ul>
  7. 7. Opportunities for Improvement <ul><li>Make data driven strategies a habit </li></ul><ul><li>Increase capacity for dialogue and engagement </li></ul><ul><li>Increase capacity to ensure better alignment with products and services to mission </li></ul><ul><li>Strengthen the customer service culture </li></ul>
  8. 8. Start with Staff <ul><li>ROSE </li></ul><ul><ul><li>Resources </li></ul></ul><ul><ul><li>Opportunities </li></ul></ul><ul><ul><li>Services </li></ul></ul><ul><ul><li>Evaluation </li></ul></ul>
  9. 9. ROSE <ul><li>Five years of data on every product, service and activity of the association </li></ul><ul><ul><li>Assess financial performance </li></ul></ul><ul><ul><li>Assess strategic contribution </li></ul></ul><ul><li>Engage leadership second </li></ul><ul><li>Research </li></ul><ul><ul><li>Future group studies (what is on the horizon?) </li></ul></ul><ul><ul><li>Blue ribbon commission on ______________ </li></ul></ul>
  10. 10. Different planning approach <ul><li>Member value proposition </li></ul><ul><li>Blue ocean analysis </li></ul><ul><li>New overarching strategy </li></ul>
  11. 11. <ul><li>Reinvest the CORE membership </li></ul><ul><ul><li>Non-dues revenue </li></ul></ul><ul><ul><li>Sell beyond the membership </li></ul></ul><ul><li>Expand service markets now and membership categories later </li></ul>
  12. 12. <ul><li>Culture trumps strategy </li></ul><ul><li>Stress response is reactionary </li></ul><ul><li>Members resistance to change is embraced by the Board </li></ul><ul><li>Measures are a system </li></ul>
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