From Bored to Blazing: Fire Up Your Board by Gail Perry


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Presentation given by Gail Perry of Gail Perry Associates during 4/16/13 webinar.

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From Bored to Blazing: Fire Up Your Board by Gail Perry

  1. 1. Turn Your Board from Bored to Blazing! 7 Steps to Fire Up Your Board Gail Perry MBA CFRE 1
  2. 2. Turn Your Board from Bored to Blazing! 7 Steps to Fire Up Your Board Gail Perry MBA CFRE 2
  3. 3. Who Am I?   •  25 years as staff or consultant •  Veteran of Duke and UNC-CH •  Fired-Up Fundraising Blog 11,000 followers •  Author, “Fired-Up Fundraising: Turn Board Passion into Action” (Wiley) •  AFP Fundraiser of the Year 2011 •  International speaker and workshop leader Gail •  email: •  facebook: firedupfundraising 3
  4. 4. Our Agenda Today How to Transform Your Board•  A different philosophy and approach!•  4 personal changes you need to make.•  7 steps to change your board from bored to blazing.•  An Action Plan for your trustees! 4
  5. 5. A Different Philosophy and Approach•  Assume responsibility for your board.•  Take a motivational approach.•  Give them a terrific experience. And you’ll be amazed at your results! 5
  6. 6. The Fired-Up Philosophy:Transforming Your Board Requires Two Magic Ingredients 1. Emotion - fire them up 2. Action – specific to-do’s 6
  7. 7. Change is Hard! Be Realistic and Aware•  It’s hard for people.•  It’s hard for boards.•  It’s hard for you. 7
  8. 8. Your Biggest Challenge? The Pull of the Status Quo"If you always do what you always did, youll always get what you always got."     8
  9. 9. Peter Drucker:“Culture eats strategy for breakfast.” 9
  10. 10. Why Invest the Time and Energy What’s at Stake? “We All Get The Boards We Deserve” True? False? 10
  11. 11. 4 Personal Changes to Make1.  Take charge. Don’t be passive! Be willing to lead! 11
  12. 12. 4 Personal Changes to Make2.  Be the cheerleader.•  Encourage them•  Gung-ho•  Cheerful 12
  13. 13. Want Different Results?  3. Model theenergy you wantyour board to have. 13
  14. 14. Start With Yourself:Embody the Change You Want to See  Be the Change you want to see in the world. 14
  15. 15. Energy and Emotions are Contagious~  The  interpersonal  neurobiology  of  leadership.     15
  16. 16. My favorite executive director: 16
  17. 17. People  will  forget  what  you  said,    people  will  forget  what  you  did,    but  people  will  never  forget  how  you   made  them   feel.   Maya  Angelou  
  18. 18. Want Different Results?4. Make it fun.•  Lighten up. 18
  19. 19. Why You Should Lighten Up With Your Board  Nobody’s having any fun. 19
  20. 20. Why You Should Lighten Up With Your Board•  Volunteers have plentyof places to put their time.•  Why would they chooseyou? 20
  21. 21. 21
  22. 22. 7 Steps to A Fired-Up Board1. Ignite their passion.2. Where does the $ go?3. Mission moments.4. Interesting meetings.5. Give them what they want.6. Social time.7. Clarity on action items. 22
  23. 23. How Do You Define “Fired-Up” for Your Trustees?Energy, commitment, action?Engagement, accountability? 23
  24. 24. Step 1:Ignite Their Passion for the Cause 24
  25. 25. How to Get Them In Touch With Their Personal Story? Ask Them To Share It! 25
  26. 26. The Amazingly Powerful Mingle ExerciseIntroduce this as a“messaging exercise.”“Exercise” vs.“Hands-On Training” 26
  27. 27. How to Ignite Their Passion?Why Do You Care About Our Organization?
  28. 28. Remind Them: Make it Short “I didnt havetime to write a short letter, soI wrote a long one instead. ~Mark Twain 28
  29. 29. Remind Them: Make it Simple  “If you can’t explain it simply, you don’tunderstand it well enough.” ~Einstein   29
  30. 30. Remind Them:Board Members Do Better Than Staff at the Elevator SpeechThey are at the30,000 foot level! 30
  31. 31. Debriefing The Mingle ExerciseQuestion #1: What did you hear that really resonated? 31
  32. 32. Debriefing The Mingle Exercise ~ Question #2: How Were You Being?•  Energetic•  Enthusiastic•  Authentic•  Honest•  Personal 32
  33. 33. Nothing great was ever achieved without enthusiasm! ~Ralph Waldo Emerson 33
  34. 34.  SNEEZE  (the  Viral  Message)   Wherever  You  Go!    This is how you turn your board members into “sneezers!”
  35. 35. Debriefing  The  Mingle  Exercise:    Queson  #3:  How  To  Turn  Your  Elevator  Speech     Into  a Conversation?  “What  are  YOUR   impressions?”     35
  36. 36. How to Train Board Members in Conversation Skills•  Listening skills•  Use the word “you”•  Pull out the donor’s story•  When in doubt, shut up! 36
  37. 37. Debriefing the Mingle Exercise:Question #4: How Can A Board Member Followup An Introductory Conversation? What kind of followup requests can you make? 37
  38. 38. How Can You Followup?1.  Come for a tour?2.  Lunch with the ED?3.  Advice visit coffee?4.  Our next event?5.  Something specific to your friend’s personal interest? 38
  39. 39. Try This Question To Pull Out Their Personal Story“Gail, I am putting some of your ideas into action…. At our last Trustee meeting, I asked, “What legacy do you want to leave from serving on this board?” Well, you would have thought I had opened the flood gates. One man told us about his cousin in hospice . . . and how we helped his family through that terrible time. This turned out to be the best meeting weve had so far on with this group in the last 3 years! I can’t change them, but I can change me. Laurie Taylor, Lower Cape Fear Hospice Foundation 39
  40. 40. More Questions To Try With Your Board1.  “What do you believe is your purpose or your contribution to the world?”2.  “What kind of difference do you want to make?”3.  “What do you do well, and how do you want to use that toward the highest good you can possibly imagine?” 40
  41. 41. FireA Deep Discussion 2: Up Your Board Step A Deeper Discussion   41
  42. 42. A Broader Conversation    What Are We Raising Money For?
  43. 43. Fire Up Your Board Step #2 Where Does The $ Go?•  A panel discussion or interviewformat.  •  Why does it cost so much?•  Program by program.•  How much does it cost perperson?•  Story about someone whose lifewas changed. 43
  44. 44. Fire Up Your Board 10 Terrific Questions to Discuss with Your Board1.  “Why do we even need private contributions anyway?2.  “Why does it cost so much?3.  “Where exactly does the money go?4.  “Why does it take so much staff to do this work?5.  “How many students are we helping in this program?6.  “About how much does it cost per person helped? (Or per center that you operate? Or other measure relevant to your operation.)7.  “What else does this program really need? And how much would that cost?8.  “How many kids are we missing? What happens to them if we can’t help them?9.  Can you tell me a story of someone whose life was changed thru this project?10.  “What would we do if we had an additional $100k? (or $50k, or $500k or million – whatever is relevant to your budget size.) 44
  45. 45. Fire Up Your Board Step #3   Mission Moments:   Give Board Members a Direct Personal Experience  
  46. 46. Try cancelling your next board meeting and take everyone on a field trip.
  47. 47. A Word AboutNonprofit BOARDS 47
  48. 48. Is This Your Board? 48
  49. 49. Is This Your Board?Is This Your Board? Is  This  Your  Board?  Or Is this Your Board? 49
  50. 50. Is This Your Board Meeting? 50
  51. 51. “After all is saidand done,more is saidthan done.” --Aesop 51
  52. 52. Is This Your Board? Board Is This Your Board?Boring Meetings = A Bored Is This Your Board? Is This Your Board? 52
  53. 53. High  Level  People    Doing  Low  Level  Work?  
  54. 54.  Fire Up Your Board Step #4Liven Up Your Meetings   NOT Business As Usual
  55. 55. Convert Your Committees to Task Forces To  kill  Ame,     a  commiCee  meeAng  is  the  perfect  weapon.                                      ~Author  Unknown  A  commiCee  is  a  group  that  keeps  minutes  and  loses   hours.                                    ~  Milton  Berle   55
  56. 56. 12 Ways To Liven Up Your Board Meeting1.  Focus on results.2.  Be creative with the agenda. 56
  57. 57. 12 Ways To Liven Up Your Board Meeting3. Focus on problems, challenges, broad issues. 57
  58. 58. 12 Ways To Liven Up Your Board Meeting4. Look at trends within routine reports. 58
  59. 59. 12 Ways To Liven Up Your Board Meeting5.  Plan big.6.  Cheerleading sessions.7.  Use consent agendas.8.  “Interview” the ED. 59
  60. 60. 12 Ways To Liven Up Your Board Meeting9. Set up one interesting item for a discussion.10. Select a theme for each meeting.11. Create “mission moments” in every board meeting.12. Break into groups. Find this handout on my website: 60
  61. 61. Fire Up Your Board Step #5Give Them a Terrific Experience 61
  62. 62. What Do Board Members Want?To get theirhands dirty. 62
  63. 63. What Do Board Members Want?To work with peoplewho are aspassionate andexcited about theorganization as theyare. 63
  64. 64. What Do Board Members Want?To feel thattheir time isused wisely. 64
  65. 65. What Do Board Members Want?To meet theother boardmembers. -June Bradham “What Nonprofit Boards Want” 65
  66. 66. The Number One ReasonPeople Join Nonprofit Boards? Who else is on the board! -June Bradham “What Nonprofit Boards Want” 66
  67. 67. What Determines How Much $$ Your Board Members Will Give? How much they enjoy their experience as a board member. -June Bradham “What Nonprofit Boards Want” 67
  68. 68. 7 Steps to A Fired-Up Board1. Personal story.2. Where does the $ go?3. Mission moments.4. Interesting meetings.5. Give them what they want.6. Social time.7. Action items. 68
  69. 69. Fire Up YourSocial Time #6#5 Give Them Board Step Give Them Social Time  
  70. 70. Down Time Together is EssentialSocial Time For Board Members Builds Trust and Collegiality 70
  71. 71. AndTEAM 71
  72. 72. The Five Dysfunctions of a Team   1.  Absence  of  Trust   2.  Fear  of  Conflict     3.  Lack  of  Commitment   4.  Avoidance  of   Accountability   5.  InaCenAon  to  Results   72
  73. 73. Group Process  What’s Underlying Your Board? 73
  74. 74. Peer Pressure:The Best Motivator   74
  75. 75. Fire Up Your Board Step #7   Clarity What’s Their Job?  •  Champion – the cause and the case•  Invite . . . others to get involved and engaged•  Invest . . . to help fund the vision. ~ 75
  76. 76. #7 Clarity What Expectations?  •  They agree among themselves.•  Staff can’t set it for them.•  “If it’s to be. . . It’s up to me.”•  Gotta have leadership. ~ 76
  77. 77. #7 Clarity On Action Items!  •  Give them something specific to do! 77
  78. 78. #7 Clarity On Action Items!  •  What do they need to accomplish in the next 2 months?•  What is each individual board member’s action item?•  Rule of THREE! 78
  79. 79. Accountability? To  succeed  as  a  team   is  to  hold  all   members   accountable  for   their  experAse.”    ~  Mitchell  Caplan   79
  80. 80. 7 Steps to A Fired-Up Board1. Personal story.2. Where does the $ go?3. Mission moments.4. Interesting meetings.5. Give them what they want.6. Social time.7. Clarity on action items. 80
  81. 81. Try These Ideas and This Is What You Will Get!“It was such a thrill to see the body language and faces of our board members change from reservation, reluctance, and uncertainty to smiles, laughs and excitement.” ~Abby Johnston, Director of Development, Saint Mary’s School, NC 81
  82. 82. Free  Handouts  and  Checklists  153  Tips  to  Raise  More  Money  By  Mail  20  EASY  Ways  Board  Members  Can  CulAvate  Donors  10  Easy  Ways  Board  Members  Can  Raise  Money  12  Ways  to  Liven  Up  Your  Board  MeeAngs  —and  Your  Board  Advice  Visits:  Searching  for  Hidden  Gold  Gail  Perry’s  Golden  Rules  of  Fundraising  Ten  Basic  ResponsibiliAes  of  Nonprofit  Boards   Get  Fired-­‐Up!  NEWSLETTER   82