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+
    Why and
     How to
     Join a
    Nonprofit
     Board

                Misha Charles
                Webinar delivered to GW Alumni Association
                14 February 2013
+
    You Can Make a Difference
    That’s Why



    You can also:

       Develop new skills and insights

       Expand your professional and social networks

       Find meaning
+
    Beyond the Smoke-filled Room

       Visibility

       Regulation

       Professionalization

       Diversity
+
    Boards 101
+
    The Order of Things


                   Board

                    CEO
+
    Governance

    If management is about running the business,
    governance is about seeing that it is run properly.

                                                         Robert Tricker

    Governance is the distribution of legitimate authority to influence and
    enact policies and decisions; it defines who has the power, who is in
    charge, and who is responsible; its primary roles are setting the
    direction, ensuring adequate resources and overseeing the health of
    the organization.

    C.A. Trower, Govern More, Manage Less. Harnessing the Power of Your
    Nonprofit Board (2010)
+
    Fiduciary Duties




                          Care

                          Loyalty

                          Obedience
+
    Responsibilities

                  Board                    Individual Members
       Define mission and vision      Work in committees
       Set strategic direction        Participate in meetings
       Hire and evaluate CEO
                                       Contribute expertise
       Provide fiscal oversight
                                       Make annual gift
       Ensure resources
                                       Expand reach and visibility
       Monitor programs
                                       Ask questions
       Ensure compliance
       Recruit, develop members
+
    Position Description
+
    Wanted

       Mission-alignment                  Experience

    Do you believe in the mission and   Do you have a background,
      how it is executed?                 perspective, or professional
                                          expertise that the organization
                                          needs and are you prepared to
                                          contribute it?


       Availability                       Resources

    Do you have time to help govern     Do you have resources to
     an organization?                     contribute, e.g. social and
                                          professional networks, facilities,
                                          money?
+
    Not Wanted



       Resume builders

       Absentee directors

       Director-managers

       Lone rangers
+
    Joining a Board
+
    The Process
    It varies

             Outreach by
                             Engagement through
           Nominating Cmte
                                 Interviews
           Board Members
                                  Meetings
                CEO




                Nomination          Vote
+
    Where to Look

       Favorite organizations

       Alumni and professional associations, charter schools

       Networks

       LinkedIn

       Idealist

       Training/placement programs

       Bridgespan

       Boardnet USA
+
    The Moves
    Positioning Yourself for Board Membership

       Volunteer time and expertise

       Learn the issue

       Add a cause to your LinkedIn profile

       Host an event

       Meet staff, volunteers, board

       Share your network

       Make a financial gift
+
    The Questions
    What to Ask as You Consider Board Membership

       Strategic plan

       Expectations

       Terms

       Monthly time commitment

       Meeting frequency

       Finances

       Board giving policy

       Directors & officers insurance

       Orientation process
+
    Raise the Bar
+
    Checkered Reputation
    "There is one thing all boards have in common . . . . They do not function.”
                                                                   Peter Drucker

    “Effective governance by a board of trustees is a relatively rare and
    unnatural act . . . . trustees are often little more than high-powered, well-
    intentioned people engaged in low-level activities."
                                Richard Chait, Thomas Holland, and Barbara Taylor

    "Ninety-five percent (of boards) are not fully doing what they are legally,
    morally, and ethically supposed to do."
                                                                 Harold Geneen

    "Boards have been largely irrelevant throughout most of the twentieth
    century.“
                                                                 James Gillies

    “Boards tend to be, in fact, incompetent groups of competent individuals.”
                                                John Carver and Miriam Carver
+
    Be an All-Star

       Know the numbers

       Focus on governance

       Ask constructive questions

       Know meeting procedure

       Learn what you do not know

       Step up to leadership

       Be flexible

       Be generous
+

                    mishacharles [at] yahoo.com

                    linkedin.com/in/mishacharles/
    Misha Charles
                    twitter.com/mishajcharles

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Why and How to Join a Nonprofit Board

  • 1. + Why and How to Join a Nonprofit Board Misha Charles Webinar delivered to GW Alumni Association 14 February 2013
  • 2. + You Can Make a Difference That’s Why You can also:  Develop new skills and insights  Expand your professional and social networks  Find meaning
  • 3. + Beyond the Smoke-filled Room  Visibility  Regulation  Professionalization  Diversity
  • 4. + Boards 101
  • 5. + The Order of Things Board CEO
  • 6. + Governance If management is about running the business, governance is about seeing that it is run properly. Robert Tricker Governance is the distribution of legitimate authority to influence and enact policies and decisions; it defines who has the power, who is in charge, and who is responsible; its primary roles are setting the direction, ensuring adequate resources and overseeing the health of the organization. C.A. Trower, Govern More, Manage Less. Harnessing the Power of Your Nonprofit Board (2010)
  • 7. + Fiduciary Duties  Care  Loyalty  Obedience
  • 8. + Responsibilities Board Individual Members  Define mission and vision  Work in committees  Set strategic direction  Participate in meetings  Hire and evaluate CEO  Contribute expertise  Provide fiscal oversight  Make annual gift  Ensure resources  Expand reach and visibility  Monitor programs  Ask questions  Ensure compliance  Recruit, develop members
  • 9. + Position Description
  • 10. + Wanted  Mission-alignment  Experience Do you believe in the mission and Do you have a background, how it is executed? perspective, or professional expertise that the organization needs and are you prepared to contribute it?  Availability  Resources Do you have time to help govern Do you have resources to an organization? contribute, e.g. social and professional networks, facilities, money?
  • 11. + Not Wanted  Resume builders  Absentee directors  Director-managers  Lone rangers
  • 12. + Joining a Board
  • 13. + The Process It varies Outreach by Engagement through Nominating Cmte Interviews Board Members Meetings CEO Nomination Vote
  • 14. + Where to Look  Favorite organizations  Alumni and professional associations, charter schools  Networks  LinkedIn  Idealist  Training/placement programs  Bridgespan  Boardnet USA
  • 15. + The Moves Positioning Yourself for Board Membership  Volunteer time and expertise  Learn the issue  Add a cause to your LinkedIn profile  Host an event  Meet staff, volunteers, board  Share your network  Make a financial gift
  • 16. + The Questions What to Ask as You Consider Board Membership  Strategic plan  Expectations  Terms  Monthly time commitment  Meeting frequency  Finances  Board giving policy  Directors & officers insurance  Orientation process
  • 17. + Raise the Bar
  • 18. + Checkered Reputation "There is one thing all boards have in common . . . . They do not function.” Peter Drucker “Effective governance by a board of trustees is a relatively rare and unnatural act . . . . trustees are often little more than high-powered, well- intentioned people engaged in low-level activities." Richard Chait, Thomas Holland, and Barbara Taylor "Ninety-five percent (of boards) are not fully doing what they are legally, morally, and ethically supposed to do." Harold Geneen "Boards have been largely irrelevant throughout most of the twentieth century.“ James Gillies “Boards tend to be, in fact, incompetent groups of competent individuals.” John Carver and Miriam Carver
  • 19. + Be an All-Star  Know the numbers  Focus on governance  Ask constructive questions  Know meeting procedure  Learn what you do not know  Step up to leadership  Be flexible  Be generous
  • 20. + mishacharles [at] yahoo.com linkedin.com/in/mishacharles/ Misha Charles twitter.com/mishajcharles