10 energizing board
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10 energizing board

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10 energizing board 10 energizing board Presentation Transcript

  • Keeping Your Board Energized Linda Lysakowski, ACFRE Linda Lysakowski, LLC Dedicated to Inspiring Creativity and Philanthropy
  • Dedicated to Inspiring Creativity and Philanthropy
  •  All New Board Members Board Chair Executive Director Director of Development Dedicated to Inspiring Creativity and Philanthropy
  •  Agenda Job Description Organization Information:  List of Meetings for the Year  List of Board Members  By Laws and Articles of Incorporation  Long-Range Plan  Budget Information  Mission Statement  Organizational Chart Dedicated to Inspiring Creativity and Philanthropy
  •  Introductions Organization Background Tour and/or Video Presentation Expectations of Board Members Discussion Dedicated to Inspiring Creativity and Philanthropy
  •  Agenda mailed in advance, along with support materials Stick to agenda Committees should make recommendations, ask for vote, not discuss details Board members should read materials in advance and come prepared for actions to be taken Convenient time, location Dedicated to Inspiring Creativity and Philanthropy
  •  Include an educational segment Follow parliamentary procedure Provide place cards for members Keep meetings short Include committee reports in packets mailed prior to meeting Dedicated to Inspiring Creativity and Philanthropy
  •  Avoid the 4 “P”s –personnel, personalities, politics, private matters Be OPEN to discussing any subject (except the above) Keep the discussion “OFF THE RECORD” Do not take formal VOTES Reach CONSENSUS whenever possible Include all PARTICIPANTS Use an OUTSIDE FACILITATOR Dedicated to Inspiring Creativity and Philanthropy
  •  Have a limited agenda Send a written agenda and supporting materials in advance Length of agenda and complexity of issues drives the length of the retreat TIMING is essential—beginning or en of a strategic planning process Make sure the facilitator produces a complete, candid WRITTEN REPORT HAVE FUN! Dedicated to Inspiring Creativity and Philanthropy
  • Board Roles 3C’s 3W’s Cash Work Clout Wealth Contacts Wisdom 3T’s 3G’s Time Get Talent GIVE Treasure Get OffDedicated to Inspiring Creativity and Philanthropy
  •  Establishing Policies Monitoring Revenue Streams Planning Giving Asking Other to Give Dedicated to Inspiring Creativity and Philanthropy
  •  Capability (Affluence)  Give at a Meaningful Level  Access to Potential Donors Willingness  Board Participation in Campaigns/Appeals  Fundraising leadership Influence  Promote Organization  Promote Campaigns/Appeals Dedicated to Inspiring Creativity and Philanthropy
  •  Three Keys to Major Gift—LAI principle Affluence & Influence “The Millionaire Next Door” Screening Sessions Dedicated to Inspiring Creativity and Philanthropy
  • Dedicated to Inspiring Creativity and Philanthropy
  •  Every board member has a sphere of influence Don’t expect them to work from a blank slate—use our brainstorming form or a list of current donors Stress confidentially Look for Linkages, Ability and Interest Dedicated to Inspiring Creativity and Philanthropy
  •  Make it fun Make it mandatory Recognize each person’s ability and desire to do fundraising Use a successful fundraising experience Dedicated to Inspiring Creativity and Philanthropy
  •  Reporting Donor and Volunteer recognition Staff Recognition Building on Success Dedicated to Inspiring Creativity and Philanthropy
  • Forming Norming Storming Performing“Coming Together is a Beginning; Keeping Together is Progress; Working Together is Success.” unknownDedicated to Inspiring Creativity and Philanthropy
  • For information about how I can help motivate your board, email me at Linda@LindaLysakowski.com www.LindaLysakowski.com