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Berkeley Board Fellows Kick off Presentation 10-22-2010

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  • Welcome to the Board Fellows Program Kick-off I have been communicating with most of you, reading applications and really excited to see you all here together today.We are delighted to see students, mentors, nonprofit staff and board members represented today
  • The purpose of today isProvide the opportunity for fellows and mentors to meet one another and to plan for the year aheadProvide a chance for all participants to meetExplain program expectations, roles and responsibilitiesProvide an introduction to best practices in board governanceGive you a chance to hear from past participants and ask questions Introduce and thank Nora, Evin and Jean
  • We have great organizations represented here today.42 nonprofit organizations/social enterprises68 Haas MBAs, Goldman MPP, and other graduate students matched with local nonprofit boards (88 applicants)Former Board Fellows have stayed on as 2nd year fellows, others became official board members, and still others graduated and joined new boards
  • The Agenda for today.
  • So Board Fellows. What is the purpose? What are we trying to achieve? …
  • The resource guides will be sent out as part of a follow up email to all Board Fellows and Board Mentors.
  • Instructions: BF mentors and fellows should be seated together. Tables are organized by nonprofit name. If you are sitting at a table other than your organization, let’s take 1 minute to switch tables. For Board Fellows who don’t have an organizational representative.Activity: BFs/mentors/org reps -- intro yourselves. Take 10-12 minutes. We will have a chance to hear from a few of you about what you hope to gain from this experience. Report out (5-7 minutes)
  • Pre-panel questions to consider:Bob Miller is Chair of our Center’s Advisory Board.David Reimer is former VP of Marketing at Yahoo.1) First board meeting to-do’s and keys to integrating your BF into the org 2) Challenges (how were they resolved) and successes3) How do you maintain momentum?4) Your project: describe how it evolved over the course of the year, any steps that helped define it, and what the final deliverable looked like? 5) Tips for BFs/orgs 6) How can we make the most out of this experience?


  • 1. Kick-off Event
    October 22, 2010
    Haas School of Business
    UC Berkeley
  • 2. Welcome
    • Nora Silver, Director and Adjunct Professor, Center for Nonprofit and Public Leadership
    • 3. Evin Guy, Project Coordinator, Center for Nonprofit and Public Leadership
    • 4. Jake Saperstein and Jean Lu,MBA 2011, Net Impact co-Vice Presidents
  • 5. A Sampling of Board Fellow Organizations
    Leadership High School
  • 6. The Center
    • The Center for Nonprofit and Public Leadership prepares next-generation leaders to
    found, lead, manage and governin the social sector
    creativelyinnovate and collaborate across sectors
    and create winning solutions that produce social impact
  • 7. Kick-off Agenda
    • 3:10-3:15 Welcome
    • 8. 3:15-3:25 Purpose and Program Components
    • 9. 3:25-3:45 Activity: Fellow and Mentor Introductions
    • 10. 3:45-4:00 Introduction to Board Governance and Resources
    • 11. 4:00-4:20 Lessons from experienced board members
    • 12. 4:20-4:50 Panel with Q&A
    • 13. 5:50-5:00 Closing
  • 14. Purpose
  • 15. Program Year (October – May)
    • Board Fellows Student and Organization Guides
    • 16. nonprofit.haas.berkeley.edu
    • 17. Board Fellows student resource portal (in process)
    • 18. Feedback via mid-point check-ins and end of year evaluations
    Attendance at monthly board meetings
  • 19. Fellow Commitment
  • 20. Sample of Past Projects
    This was a tremendously valuable experience for our board. Our Fellow provided much needed research and analysis of our situation to jumpstart us and helped to move us in the right direction. We really benefitted from an outside expert.
    — Seewan Eng
    Former Board Chair
    Leadership High School
    • Brand audit
    • Market research
    • Analysis of the organization’s
    value to clients
    • Financial analysis of
    underperforming programs
    • Financial sustainability model to
    determine fundraising needs
    • Financial reporting development
    • Program evaluation
    • Implementation plan for an
    alumni association
    • New online fundraising tool
    • Progress reporting tools to
    inform the board on a major
    organizational overhaul
    • Strategic plan for leveraging social
    networking technology
    • Feasibility study of a new service
    • Development plan for recruiting next
    generation board members
  • 21. Nonprofit Board Commitment
  • 22. Activity: Fellow and Mentor Introductions
  • 23. Introduction to Governance – Why do Boards Exist?
    Hold organization “in trust” for the community
    Protect donors
    Prevent nonprofit executive abuse
    Trustees of the organization
    Legal duties of care (prudent person), loyalty (put organization first), obedience (faithful to mission)
    Substitute for shareholders, customers, competition
  • 24. 7 Board Member Responsibilities
    Determine the organization’s mission and purpose
    Ensure effective organizational planning and evaluation
    Ensure adequate resources and manage resources effectively
    Determine and monitor the organization’s programs and services
    Represent the organization to the community, enhancing the organization’s public image
    Develop the board and its members, and assess board performance
    Select and support the executive
  • 25. Board Fellow Best Practices
    Focus on big priorities and long-term strategic issues
    Board acts as a whole
    Question, discuss, debate, decide
    Prepare and learn
    Contribute and influence
    8-10 hours/month
  • 26. How Board Fellows Add Value
    Skills and expertise
    Ask and speak up
    Fresh set of eyes
    New contacts
  • 27. Types of Boards
    • Organizing Board
    Small, homogeneous, informal
    committed to purpose
    “leading boards” and “following boards”
    • Governing Board
    larger and more diverse board
    committees become important
    shared authority between board and staff: board chair and executive director are principal leaders
    assumes responsibility for organization
    transition to governing board takes at least 3 years and a lot of staff time
    • Institutional Board
    very large (35-60 or more)
    more prestigious -- includes large donors or those with access to funders
    accepts the responsibility of fundraising
    delegates governance to executive committee
  • 28. Resources
    • http://www.boardcafe.org
    • 29. http://www.boardsource.org
    • 30. http://www.bridgespan.org.
    • 31. http://www.compasspoint.org/boardbasics
    • 32. http://www.eriskcenter.org.
  • 33. Lessons From Experienced Board Members
    What do you wish you had known when you first joined a board?
    What advice would you give new Board Fellows?
  • 34. Panel
    Bob Miller, MBA 1967
    Board Mentor, Alameda County Foster Youth Alliance
    David Reimer, Haas Executive in Residence
    Board Mentor, Destiny Arts Center
    Chris Grapes, MBA 2011
    2009-2010, Rubicon
    2010-2011, Envision Schools
    Jason Dolan, MBA 2011
    2009-2010 Oakland Small Schools Foundation