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2010 Institute for Staff Development                   NATIONAL ACADEMY FOUNDATION                   NATIONAL ACADEMY FOUN...
2010 Institute for Staff Development > Welcome > Today’s Discussion Topics     –   Developing Board Infrastructure     –  ...
2010 Institute for Staff Development What Every Board Needs in order to Operate Effectively > Understanding of its role in...
2010 Institute for Staff Development Serving on an Advisory Board may be one of the      more altruistic things you (or yo...
2010 Institute for Staff Development Brook Farm Business & Service Career Academy (BFA) >   Brook Farm was established as ...
2010 Institute for Staff Development                          Advisory Board Development:                           Adviso...
2010 Institute for Staff Development Board Infrastructure: Role of NAF Advisory Boards > Advocacy > Professional expertise...
2010 Institute for Staff Development Board Infrastructure: Critical Early Steps > Remain patient! > Create and maintain yo...
2010 Institute for Staff Development Board Infrastructure: Critical Early Steps > Establish a reasonable (and convenient!)...
2010 Institute for Staff Development                          Advisory Board Development:                           Adviso...
2010 Institute for Staff Development The School/Board Relationship > Remember that you are in an advisory capacity    –   ...
2010 Institute for Staff Development The School/Board Relationship > Be firm with the school regarding Board expectations ...
2010 Institute for Staff Development                          Advisory Board Development:                           Adviso...
2010 Institute for Staff Development Establish A Short Term Plan (1 Year) > # 1 priority is always to Engage with the stud...
2010 Institute for Staff Development Establish A Short Term Plan (1 Year) > Establish a manageable short term success that...
2010 Institute for Staff Development Create a 3 to 5 Year Action Plan > Map Board Engagement along a student development p...
2010 Institute for Staff Development                          Advisory Board Development:                           Adviso...
2010 Institute for Staff Development Creating Commitment: Before They Commit… Can your potential Board Member answer the f...
2010 Institute for Staff Development Creating Commitment: Provide the Full Picture >   NAF’s Mission: The mission of the N...
2010 Institute for Staff Development Creating Commitment: Expectations of Board Members Commitment                        ...
2010 Institute for Staff Development Creating Commitment: A Roadmap for Board Members    Sign up for the NAF Collaboration...
2010 Institute for Staff Development                          Advisory Board Development:                           Adviso...
2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > GOALS…then People > Seek 3 Kinds of Bo...
2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Maximise the use of non-board “Friends...
2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Young Professional Leadership Programs...
2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Young Professional Networking Groups  ...
2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Non-Profit Board Development Organizat...
2010 Institute for Staff Development                          Advisory Board Development:                           Adviso...
2010 Institute for Staff Development Lasting Partnerships Create a Student Development Path that involves partners year af...
2010 Institute for Staff Development                          Advisory Board Development:                           Adviso...
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Advisory board development, steve finocchio

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Transcript of "Advisory board development, steve finocchio"

  1. 1. 2010 Institute for Staff Development NATIONAL ACADEMY FOUNDATION NATIONAL ACADEMY FOUNDATION 2010 Institute for Staff Development 2010 Institute for Staff Development July 2010 July 2010 Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success Stephen Finocchio Stephen Finocchio Board Chair Board Chair Brook Farm Academy Brook Farm Academy 1
  2. 2. 2010 Institute for Staff Development > Welcome > Today’s Discussion Topics – Developing Board Infrastructure – The Importance of the School-Board Relationship – Establishing Manageable Short Term Plans and Long Range Goals – Creating Board Member Commitment – Continuous Strategic Recruiting – Developing Lasting Partnerships > Questions, Thoughts, Comments, Observations 2
  3. 3. 2010 Institute for Staff Development What Every Board Needs in order to Operate Effectively > Understanding of its role in the constituents process > Correct Structure, Manageable Size, Expected Engagement > Good Information- Are you getting it? > Inclusive Culture – Chemistry and mutual trust – Equal voice…but also equal contribution – Climate of freedom to ask challenging questions > The Right People > Communication, Communication, Communication! 3
  4. 4. 2010 Institute for Staff Development Serving on an Advisory Board may be one of the more altruistic things you (or your Board member) will ever do. No one is going to tell you that you have to do something. 4
  5. 5. 2010 Institute for Staff Development Brook Farm Business & Service Career Academy (BFA) > Brook Farm was established as part of Boston Public Schools’ small learning communities initiative in September 2005 and became affiliated with the National Academy Foundation in September 2006. > Brook Farm has a student population of approximately 340 students made up of predominantly Hispanic (49%) and Black (35%) students. > For the 2009-2010 academic year, the BFA Advisory Board consisted of approximately 17 Board members (including ex-officio school representatives), and was represented by members from the following institutions (among others): – State Street Corporation – UBS Financial Services , Inc – Citizens Bank, NA – Boston Firefighters Credit Union – Third Vision Productions – Bank of America – Massachusetts Department of Labor and Workforce Development – University of Massachusetts, Boston – BNY Mellon (retired member) – New England College of Finance (retired member) 5
  6. 6. 2010 Institute for Staff Development Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success Developing Board Infrastructure Developing Board Infrastructure 6
  7. 7. 2010 Institute for Staff Development Board Infrastructure: Role of NAF Advisory Boards > Advocacy > Professional expertise > Professional development and technical assistance for teachers > Mentoring and industry access for students > Internship opportunities & support > Fundraising & support > Ongoing tracking of student progress, outcomes & success Check out the NAF’s Advisory Board Manual for more details! 7
  8. 8. 2010 Institute for Staff Development Board Infrastructure: Critical Early Steps > Remain patient! > Create and maintain your by-laws – They should be reviewed at least once per year, but... – Broad enough to last for several years…details go in the appendix – Don’t go committee crazy...but do establish an Executive Committee > Establish goals and stick to them – Every school’s model is different: understand what population of students you will serve – Don’t over extend the expectations of the Board – More on this later 8
  9. 9. 2010 Institute for Staff Development Board Infrastructure: Critical Early Steps > Establish a reasonable (and convenient!) meeting schedule – Get into the habit of an Annual Planning Meeting (full day) – Meetings should be in a convenient location and time – Make a dial-in available whenever possible – Encourage most activity at the committee level (its easier to get small groups together) – Don’t turn meetings into kum ba yah sessions: Have agendas, be efficient, make decisions – Soldier on even when the quorum is light > Establish a private group on the NAF Collaboration Website for your Board Members to access all critical Board information and output 9
  10. 10. 2010 Institute for Staff Development Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success The Importance of the School-Board The Importance of the School-Board Relationship Relationship 10
  11. 11. 2010 Institute for Staff Development The School/Board Relationship > Remember that you are in an advisory capacity – Respect the priorities of the administration at the school – Align your goals with their goals, not the other way around – Understand the school’s constraints: federal, state and district – Try to stay out of the politics as much as possible > Create an atmosphere of trust between the Board and the school > But Establish boundaries – All Board candidates should come through the Board process – The Administration should not dictate deliverables that the Board cannot meet 11
  12. 12. 2010 Institute for Staff Development The School/Board Relationship > Be firm with the school regarding Board expectations – They must communicate budgetary issues – They must communicate change going on at the school – The Headmaster/Principal must be a regular part of the process, not just the Academy Director (and district people when necessary) > Communicate. Communicate. Communicate. – Your Board communication with the school should be formal – Your relationship with the Director, the Administration and teachers should be informal and frequent 12
  13. 13. 2010 Institute for Staff Development Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success Establishing A Manageable Short Term Plan Establishing A Manageable Short Term Plan & Long Range Goals & Long Range Goals 13
  14. 14. 2010 Institute for Staff Development Establish A Short Term Plan (1 Year) > # 1 priority is always to Engage with the students! – Speaking engagement at a morning assembly – Classroom visits/ matter expert course participation – Job Shadow Day, Corporate Field Trips – INTERNSHIPS, INTERNSHIPS, INTERNSHIPS > Engage with the educators – Build a direct relationship as early as possible – Offer to review course curriculum – Create a professional development visit for teachers 14
  15. 15. 2010 Institute for Staff Development Establish A Short Term Plan (1 Year) > Establish a manageable short term success that can be achieved in one year ---CREATE A MENTORING PROGRAM--- > Committees should prioritize one project at a time 15
  16. 16. 2010 Institute for Staff Development Create a 3 to 5 Year Action Plan > Map Board Engagement along a student development path > Establish Long Range Aspirational Goals – Establish fundraising goals and how to achieve them – Develop a pathway to success for students from 9th through 12th – Create grade level development points, certificates, and “on the spot” awards > Measure Student Academic Achievement – Board engagement should not occur in a vacuum – Are at-risk students being served? – Graduation & matriculation (and retention) rates, drop-out rates 16
  17. 17. 2010 Institute for Staff Development Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success Creating Board Member Commitment Creating Board Member Commitment 17
  18. 18. 2010 Institute for Staff Development Creating Commitment: Before They Commit… Can your potential Board Member answer the following questions? > Do you understand the mission and goals of the Advisory Board? > Do you know how you can contribute to that mission and those goals? > Do you understand the needs of the school, its teachers and students? > Why is now the right time for you to join this Advisory Board? > Can you commit adequate time? > Are you ready to engage for 2-3 years or more? > Do you feel you will fit with the culture of the Board? 18
  19. 19. 2010 Institute for Staff Development Creating Commitment: Provide the Full Picture > NAF’s Mission: The mission of the National Academy Foundation is to sustain a national network of career academies to support the development of America’s youth toward personal and professional success in high school, in higher education, and throughout their careers. > NAF Academy Features – A Small Learning Community: A typical Academy takes the form of a personalized, small learning community within a larger high school. In BFA’s case, Brook Farm resides in the larger West Roxbury Education complex. – College Preparatory Curriculum with a Career Theme: The Academy focuses on providing students with the skills and experience necessary to attain entry-level jobs in the career field, as well as academic preparation for post-secondary education. – Partnerships with Employers, Communities, and Higher Education: NAF Academies function as dynamic partnerships and collaborations between schools, teachers, administrators, business volunteers, and an active Advisory Board led by industry professionals. > National Academy Foundation > NAF Collaboration Network > NAF Collaboration Groups (must be logged into NAF Collaboration Website) > NAF Videos (must be logged into NAF Collaboration website) Do not assume potential Board Members have a full understanding of the mission and affiliations of the Advisory Board. Do not assume they have time to research it. Serve it to them! 19
  20. 20. 2010 Institute for Staff Development Creating Commitment: Expectations of Board Members Commitment Hrs Annual Planning Meeting 8 Advisory Board Meetings (5 @ 1-2HRS) 6 Committee Assignment (1 HR per month, 10 months) 10 Off- Line Committee Work 4-10 Supporting Development Work 4-10 Supporting Fundraising Work 4-10 School Visit/Speaking Event 4-6 Pilot Mentoring Program (1 HR per month + miscellaneous time and support) 10-15 TOTAL Estimated Annual Commitment: 50-75 > The Commitment is Real!- This works out to approximately 1 to 1.5 hrs per week > Other commitments might include: acting as Committee Chair, being a matter expert for a particular course, hosting a teacher for a day at your company, hosting students for a career tour or job shadow day at your company, working with your company, business associates or friends to provide internships to students > The SKY’S THE LIMIT!! 20
  21. 21. 2010 Institute for Staff Development Creating Commitment: A Roadmap for Board Members Sign up for the NAF Collaboration Network Join the BFAAB Work Group on NAF Collaboration Network Join a committee and work with the chair to establish a monthly meeting schedule Schedule time to speak at a morning assembly and visit a classroom Work with the Academy Director and become a mentor (teacher or student) Donate and work with your organizations to support the Academy 21
  22. 22. 2010 Institute for Staff Development Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success Continuous Strategic Recruiting Continuous Strategic Recruiting 22
  23. 23. 2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > GOALS…then People > Seek 3 Kinds of Board Members – Connectors: People that can open doors around town – Leaders: People that will chair committees and lead the charge – Doers: The “worker bees”- young professionals that will roll up their sleeves and carry out the mission > Don’t get desperate! – A small, hardworking Board is better than a large uninterested one – Be strategic: Accept new members that can fill the roles you need 23
  24. 24. 2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Maximise the use of non-board “Friends” to your advantage – This goes back to Board Structure: Consider adding a board Layer with titles such as: “Friends of the School”, “Overseers”, “Trustees” > Don’t burn bridges with departing board members! Ever! – Encourage less effective Board members to pass their position on to someone else in their organization that has more time 24
  25. 25. 2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Young Professional Leadership Programs (#1 in my book!) – UMASS Boston Emerging Leaders Program (Greater Boston) – The Partnership (Boston) – The Boston Club (part of the InterOrganization Network (ION)) – Emerging Leaders Executive Development Program (Columbia U.) – National Hispana Leadership Institute (ALL-IN Program) – Bush Foundation Leadership Program (Minn, N & S Dakota) – Rockwood Leadership Institute – Boston Future Leaders Program- Greater Boston Chamber of Commerce – LEAD San Diego – Leadership Philadelphia – Etc, Etc, Etc 25
  26. 26. 2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Young Professional Networking Groups – United Way Emerging Leaders Networks (National) – Orlando Young Professional Network > Minority Owned Businesses, Professional Groups & Societies – Association of Latino Professionals in Finance & Accounting (ALPFA) – Next Street Financial (Boston Area) – Hispanic-American Chamber of Commerce (HACC- Boston) > Community Outreach Groups – Hispanic Office of Planning & Evaluation (HOPE- Mass) – Corporate Foundation Departments- often have internal non-profit fairs 26
  27. 27. 2010 Institute for Staff Development Strategic Recruiting: Sourcing Board Members > Non-Profit Board Development Organizations – Board Source – The Board Bank: United Way – BridgeStar – The Foundation Center > Community Foundations and other Foundations > Mayor’s Office/Governor’s Office – Department of Labor and Workforce Development 27
  28. 28. 2010 Institute for Staff Development Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success Developing Lasting Partnerships Developing Lasting Partnerships 28
  29. 29. 2010 Institute for Staff Development Lasting Partnerships Create a Student Development Path that involves partners year after year 29
  30. 30. 2010 Institute for Staff Development Advisory Board Development: Advisory Board Development: Recruiting & Strategies for Success Recruiting & Strategies for Success Questions, Thoughts, Comments, Observations Questions, Thoughts, Comments, Observations 30
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