Conversations Across the Invisible Yellow Line – Board and Staff Roles
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Conversations Across the Invisible Yellow Line – Board and Staff Roles

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If you've ever watched a football game on television, you've seen the yellow line that appears on the screen, showing the placement of the next down. We can see it, but those on the field cannot. It's ...

If you've ever watched a football game on television, you've seen the yellow line that appears on the screen, showing the placement of the next down. We can see it, but those on the field cannot. It's invisible to the players. The same is true in many board and staff relationships. There is a yellow line that defines who does what, but it is invisible. This fast paced webinar will share some of the basic on both sides of the yellow line and suggest ways to make it less 'invisible' to the players in a nonprofit.

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Conversations Across the Invisible Yellow Line – Board and Staff Roles Conversations Across the Invisible Yellow Line – Board and Staff Roles Presentation Transcript

  • Sponsored by:Conversations Across the InvisibleYellow Line – Board and Staff RolesJean BlockMay 22, 2013Twitter Hashtag - #npwebPartOf:
  • Sponsored by:Advising nonprofits in:• Strategy• Planning• Organizational Developmentwww.synthesispartnership.com(617) 969-1881info@synthesispartnership.comINTEGRATED PLANNINGPartOf:
  • Sponsored by:PartOf:Coming this June
  • Sponsored by:Today’s SpeakerJean BlockPresident and OwnerJean Block Consulting, Inc./Social Enterprise AssociatesAssisting with chat questions:Jamie Maloney, 4GoodFounding Director of Nonprofit Webinars and Host:Sam Frank, Synthesis PartnershipPartOf:
  • JEAN BLOCK’SNONPROFITUNIVERSITY SERIES2013 Jean Block Consulting, Inc.5
  • THE INVISIBLE YELLOW LINE®PRESENTED BY JEAN BLOCKJEAN BLOCK CONSULTING, INC.WWW.JBLOCKINC.COM2013 Jean Block Consulting, Inc.6Board & Staff Roles
  • About JeanBlock More than 45 years in nonprofit sector asboard and staff leader. Author: 180+ Great Ideas to Raise MoreMoney, The ABCs of Building BetterBoards and Fast Fundraising Facts forFame & Fortune, and more. President, Jean Block Consulting, Inc.since 1996. Albuquerque NM. Manager, Social Enterprise Ventures,LLC since 2006. www.jblockinc.com www.socialenterpriseventures.com72013 Jean Block Consulting, Inc.
  • FOOTBALL?REALLY?WHAT DOES FOOTBALL HAVE TO DO WITHNONPROFIT MANAGEMENT AND BOARD ANDSTAFF ROLES?2013 Jean Block Consulting, Inc.8The Yellow Line
  • The Invisible Yellow Line2013 Jean Block Consulting, Inc.9 It’s invisible … It moves … It can be hotly contested … Neither team can actually see it …
  • BOARD = POLICY,STRATEGIC DIRECTIONSTAFF = MANAGEMENT,ADMINISTRATION2013 Jean Block Consulting, Inc.10The Basics
  • Governance - Board2013 Jean Block Consulting, Inc.11 Has ultimate legal responsibility for effective governance oforganization. Ensures organization meets its mission and purpose. Brings varied perspectives but does not advance personalissues (conflict of interest issues). Follows bylaws. Has written board policies and procedures.
  • Board - Fiduciary Duties2013 Jean Block Consulting, Inc.12 Duty of Care Must act as a “reasonably prudent person would act…” Must come to meetings educated about the issues andprepared to act responsibly.
  • Board -Fiduciary Duties2013 Jean Block Consulting, Inc.13 Duty of Loyalty Ensures no conflict of interest in decision making. Puts the goals of the organization before personal goals. Discloses all conflicts of interest or potential conflicts ofinterest (IRS Form 990). Speaks with one voice, supports the majority.
  • Board - Fiduciary Duties2013 Jean Block Consulting, Inc.14 Duty of Honesty Ensures organization follows bylaws and all regulatorybody requirements in governance matters. Reviews and ensures all filings are current and accurate(990, state and federal). Ensures compliance with tax-exempt rules (lobbying,etc.)
  • Executive Director - Governance2013 Jean Block Consulting, Inc.15 Carries out board-directed policies, strategies. Manages day-to-day operations of the organization. Provides regular feedback to board re: execution of goals. Supports board with information required to assist ingovernance and strategic direction. Communicates, communicates, communicates…
  • Executive Director - Governance2013 Jean Block Consulting, Inc.16 Ensures that board has information required to governeffectively: Reports and updates Training Information flow Mission-driven decision-making Ensures compliance with regulatory bodies, etc. Ensures filing of reports to granting agencies in a timelymanner, etc.But board has ultimate legal responsibility for governance!
  • Board – Human Resources2013 Jean Block Consulting, Inc.17 Establishes job description for CEO. Hires and supervises the CEO…only! Evaluates executive director performance based on agreed-upon goals and objectives. Is not involved with staff below CEO. Does not get involvedin day-to-day human resources management. Establishes and ensures HR policies are current. Understands and abides by grievance policy. Understands and abides by whistle blower policy.
  • Executive Director – Human Resources2013 Jean Block Consulting, Inc.18 Hired by the board…reports to the board. Has a clear job description. Has annual goals and objectives approved by the executivecommittee or full board. Is evaluated annually (or more often). Attends board and committee meetings as advisor. Hires, evaluates, manages all other staff. Trains staff in policies, procedures, compliance, etc.
  • Board – Fiscal Responsibilities2013 Jean Block Consulting, Inc.19 Has ultimate legal authority and responsibility for fiscalaccountability. Has ultimate legal authority and responsibility for effectivefiscal management. Approves and ‘owns’ annual budget. Authorizes and reviews annual independent audit. Reviews annual IRS Form 990 before it is filed. Keeps professional minutes of board meetings. Understands and reviews regular financial reports.
  • Staff – Fiscal Responsibilities2013 Jean Block Consulting, Inc.20 Prepares annual budget for board acceptance. Coordinates the annual audit process. Ensures fiscal management, policies, procedures arein place and up to date. Manages and reports actual vs. budget expenses andrevenues.
  • Board - Planning2013 Jean Block Consulting, Inc.21 Schedules annual strategic planning session. Annual plan drives work of board, board committees andentire organization. Approves and monitors development plan,marketing plan, program plans, etc.
  • Staff - Planning2013 Jean Block Consulting, Inc.22 Participates in annual strategic planning process(key staff). Develops development plan, marketing plan, etc. forboard approval. Reports progress to board regularly.
  • Board - Resource Development2013 Jean Block Consulting, Inc.23 Members make annual personal or professionalfinancial contribution. Develops financial and in-kind resources within theirspheres of influence. Assists with fundraising events and activities.
  • Staff – Resource Development2013 Jean Block Consulting, Inc.24 Has day to day responsibility for fundraising,systems, reporting. Ensures compliance with state and federalregulations and restrictions. Develops plan for board approval. Supports board fundraising efforts. Reports actual vs. budget to board.
  • Defining the Yellow Line2013 Jean Block Consulting, Inc.25 Annual communication. Respect for each other’s roles and responsibilities. Open, honest communication and feedback.Adopt the Invisible Yellow Line !
  • Common Pitfalls to Avoid2013 Jean Block Consulting, Inc.26 Board micro-manages day to day operations. Board micro-manages committees. Board is passive – not involved and informed. Board is hand picked by CEO. CEO runs the board and board meetings, controlsinformation flow. Board members are involved with staff management.
  • Q & A2013 Jean Block Consulting, Inc.27
  • Hot Off the Press!2013 Jean Block Consulting, Inc.The Invisible YellowLine®Published by CharityChannelPressGet announcement:jean@jblockinc.com28Resource
  • HOW CAN I HELP YOU?V I S I T M Y W E B S I T E F O R I D E A S ,N E W S L E T T E R S A N D M O R EW W W . J B L O C K I N C . C O ME M A I L M EJ E A N @ J B L O C K I N C . C O M2013 Jean Block Consulting, Inc.29
  • Sponsored by:Find listings for our current seasonof webinars and register at:NonprofitWebinars.comPartOf: