Berkeley Board Fellows Midyear Training 2/3/2012


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Berkeley Board Fellows Midyear Training 2/3/2012

  1. 1. Key Program Components
  2. 2. Agenda• Learning• Engagement• Project• Coaching
  3. 3. Learning from our Shared Experiences(10 min) • Use Post-its to capture your answers to 4 questions and post them for all to see – 1- What has been the most surprising think you have observed during your board service? – 2- What has been the most interesting thing you have noticed? – 3- What is your board good at? – 4- What does your board struggle with? • Put initials on your answers and post them (one answer per post-it) to each of the 4 areas in the room • We will share greatest hits and themes a bit later
  4. 4. Improving Engagement – 30 minutes • Self assess your level of engagement – Highly engaged: feel like a board member, contribute to discussions, engaged on a topic – Somewhat engaged: attending, preparing, feel welcome, some contribution to board discussion – Somewhat not engaged: preparing, attending, not contributing – Not engaged: not attending/participating, no/little interaction with mentor • Go join the group that matches your engagement level • Join 4 person discussion group (as directed) and discuss – What has helped you get engaged? (2 members) – What have you tried to increase engagement? – Ideas for your less engaged fellows to try
  5. 5. Project Discussion Groups MARKETING AND FUND FINANCE RAISING • Financial analysis of • Brand audit underperforming programs • Market research • Financial sustainability model to • Donor research determine fundraising needs • Membership programs • Financial reporting development GOVERNANCE STRATEGY • Program evaluation • Strategic plan for leveraging social • Board effectiveness networking technology • Board development • Feasibility study of a new service • Organization • Growth planning • Business planning • Metrics
  6. 6. Project Group Discussion (40 min) • Each participant summarizes in one minute: – Project goal or deliverable – Your plan and current status – Issues/challenges (if any) for which you would like some ideas • Explore the issue and share ideas for solving challenge with your peers and group coach
  7. 7. Board Experience Shared Learnings • Themes • Greatest Hits • Take a few minutes to walk around and look at the postings of your peers
  8. 8. Engagement Counseling• If you would like to spend a bit more time talking with one of our 6 coaches, sign up on sheet• If not, you’re done and we appreciate your participation
  9. 9. Berkeley Board Fellows Center for Nonprofit & Public Leadership Haas School of Business, UC Berkeley Midyear Training S545 Student Services Building #1900 Feb 3, 2012, 2:00-4:30pm Berkeley, CA 94720Agenda:2:00-2:30 Introduction and Learning Exercise2:30-3:00 Engagement Activity3:00-3:45 Group Project Discussion with Coaches3:45-4:00 Review Best Practices4:00-4:30 Individual Coaching SessionsCoach Bios: Jay Espovich – Partner, Ernst & Young (Ret.) Jay worked at Ernst and Young/Arthur Young & Company for 32 years, in the Bay Area and in Singapore and London. He has a BA from Bowdoin College and a JD from Boston University. Jay has recently served on the boards of directors of: West Coast Children’s Clinic (chair), Judah L. Magnes Museum, and Global Pediatric Alliance. Jay also spent ten years as an active board member of the former Oakland-based Home for Jewish Parents, now the Reutlinger Community for Jewish Living located in Danville. Email: Paul Jansen –Adjunct Professor, Haas and Director Emeritus, McKinsey & Company Paul co-founded and led McKinsey’s Global Nonprofit Practice serving leading nonprofits and foundations on issues of strategy and organization. He is the author of many articles and reports challenging sector beliefs about performance, including a co-authored report entitled, The Dynamic Board: Lessons from High-Performing Nonprofits. Paul teaches Social Sector Solutions and Nonprofit Boards: Governance and Leadership at Haas. He currently serves on the boards of Care USA and San Francisco Zoo. Email: Bob Miller – CNPL Board Chair Bob has been the CEO and Director of Envirotest Systems Corporation; CEO, Founder and Director of Systems Control, Inc; and CEO and Director of SD-Scicon. Prior to these positions, he was CEO and Director of British Petroleum Scicon Computing Services, Manager of Finance and Administration (Wellsco Data Corporation), Assistant to the Treasurer (The Rand Corporation), and Sales and Marketing Manager (PacBell). Bob became CEO of the Entrepreneurs Foundation from 2000-2001. He now serves on the board of directors of Alameda County Foster Youth Alliance and formerly served on the boards of Options Recovery Services and Aspiranet. He holds an MBA from Haas and a BS from University of Oregon. Email: Nora Silver – Adjunct Professor, Haas and Director, Center for Nonprofit & Public Leadership Nora is Director of the Center and Adjunct Professor at the Haas School of Business, UC Berkeley. She brings over 30 years of leadership experience as a nonprofit founder, executive director and board member. She has consulted internationally with more than 200 organizations on strategy and governance, authored books and articles on leadership and community involvement and taught at universities and conferences around the world. She founded and ran three nonprofit organizations and has experience as a funder at a community foundation. Nora teaches Strategic Management of Nonprofit Organizations, Social Sector Solutions, and Cal Strategic Philanthropy at Haas. She has led the growth of the Board Fellows program from 8 fellows in 2004 to 94 fellows in 2011-12. Email: Page 1
  10. 10. Training Coaches: Colin Boyle – Partner & Managing Director, BCG San Francisco Colin is the Managing Director at BCG in San Francisco. He is a member of BCG’s Health Care practice and has led a number of the firm’s social-impact projects. Before BCG, he worked at Partnership for Organ Donation in Boston as a site team specialist and for Corporate Decisions in Boston as an associate. Lynne LaMarca Heinrich – Senior Consultant and Principal, Marts & Lundy Lynne co-leads Marts & Lundy’s Arts & Culture Practice Group and has served in staff and consultant roles to the nonprofit sector for more than twenty-seven years working with a varied client portfolio. Lynne provides consulting services in fundraising, capital campaigns, nonprofit management, board governance, strategic planning, leadership coaching and development to nonprofit organizations. Lynne also serves as a Lecturer at the Haas School of Business, where she teaches Board Governance. She is also a former member of the Board of Directors of Marts & Lundy.Announcements:Nonprofit Boards Course (MBA 292B)We encourage you to sign up for this NEW course taught by Paul Jansen. It was added this Spring to allow more BoardFellows the opportunity take the course. This 1 unit class meets two Sundays during the semester:February 26th and March 11th (9am-5pm)Social Impact Careers Mentoring Program:Have questions about working in the social sector? The Center is pleased to offer individual mentoring sessions withexperienced Haas alumni. This is an opportunity to gain first hand information on the best ways to enter the constantlyevolving nonprofit industry and to discuss your professional path. In February we have appointments available withMeera Chary at The Bridgespan Group.Mentoring hours with Meera Chary (at Bridgespan office in San Francisco):Feb 9, 2012 4:00pmFeb 9, 2012 5:00pmFeb 16, 2012 4:00pmSign up today: Facebook GroupThanks to Mike Ciccarone for setting up and inviting everyone to the Berkeley Board Fellows Facebook group. We hopethis will serve as a communication forum for the group and be a strong resource for you throughout the program.Facebook group: Resources OnlineWe added a resources page on our website with links and downloads of items that can help you in your boardmembership. Your feedback on the quality/content of this page is greatly appreciated.Website: Page 2