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Berkeley Board Fellows Kick off Presentation 10-22-2010
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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 is
    Provide the opportunity for fellows and mentors to meet one another and to plan for the year ahead
    Provide a chance for all participants to meet
    Explain program expectations, roles and responsibilities
    Provide an introduction to best practices in board governance
    Give 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 enterprises

    68 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 successes
    3) 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 Evin Guy, Project Coordinator, Center for Nonprofit and Public Leadership Jake Saperstein and Jean Lu, MBA 2011, Net Impact co-Vice Presidents 2
  • 3. A Sampling of Board Fellow Organizations Leadership High School 3
  • 4. The Center The Center for Nonprofit and Public Leadership prepares next-generation leaders to – found, lead, manage and govern in the social sector – creatively innovate and collaborate across sectors – and create winning solutions that produce social impact 4
  • 5. Kick-off Agenda • 3:10-3:15 Welcome • 3:15-3:25 Purpose and Program Components • 3:25-3:45 Activity: Fellow and Mentor Introductions • 3:45-4:00 Introduction to Board Governance and Resources • 4:00-4:20 Lessons from experienced board members • 4:20-4:50 Panel with Q&A • 5:50-5:00 Closing 5
  • 6. Purpose Fellows • Work at the highest level of an organization with dynamic and experienced board members • Understand governance and develop valuable governance skills • Gain an understanding of the intersection of the business and nonprofit sector • Learn leadership skills • Make an impact on your local community Organizations • Gain new skills and a fresh perspective • Leverage Haas MBA/graduate student skills • Develop skills in recruiting and working with young professional board members • Mentor future social sector leaders 6
  • 7. Program Year (October – May)  Board Fellows Student and Organization Guides   Board Fellows student resource portal (in process)  Feedback via mid-point check-ins and end of year evaluations Attendance at monthly board meetings 7
  • 8. Fellow Commitment 8
  • 9. Sample of Past Projects STRATEGY • Strategic plan for leveraging social networking technology • Feasibility study of a new service • Development plan for recruiting next generation board members FINANCE • Financial analysis of underperforming programs • Financial sustainability model to determine fundraising needs • Financial reporting development MARKETING • Brand audit • Market research • Analysis of the organization’s value to clients OTHER • Program evaluation • Implementation plan for an alumni association • New online fundraising tool • Progress reporting tools to inform the board on a major organizational overhaul 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 9
  • 10. Nonprofit Board Commitment Mentor Guide and coach the fellow Introduce Provide a formal introduction to the organization, the board, and its work Integrate Include the fellow in all board meetings and connect with key board/staff/stakeholders Encourage Encourage the fellow to actively contribute his/her perspective 10
  • 11. Activity: Fellow and Mentor Introductions Board Fellows Mentors/Organizational Representatives Name Program year Professional background/Interests Future career goals Name Title/Affiliation Professional background Description of your organization and board Board meetings and other key events  Define goals and communications plan (how will you communicate during the year?)  What do you hope to gain from this experience? 11
  • 12. 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 12
  • 13. 7 Board Member Responsibilities 1. Determine the organization’s mission and purpose 2. Ensure effective organizational planning and evaluation 3. Ensure adequate resources and manage resources effectively 4. Determine and monitor the organization’s programs and services 5. Represent the organization to the community, enhancing the organization’s public image 6. Develop the board and its members, and assess board performance 7. Select and support the executive 13
  • 14. 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 • Accountability • 8-10 hours/month 14
  • 15. How Board Fellows Add Value • Skills and expertise • Teamwork • Ask and speak up • Fresh set of eyes • Prepare • New contacts 15
  • 16. 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 16
  • 17. Resources • • • • • 17
  • 18. 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? 18
  • 19. 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 19