Building a Future-Friendly
Nonprofit Board
#vmlearn
March 19, 2014
Meet Our Speakers
2
#vmlearn
Jenifer Holland
Director of Consulting
BoardSource
@jlgagerholland
@BoardSource
BoardSource.o...
3
Building a Future-Friendly
Nonprofit Board
Jenifer Holland, Director of Consulting
© 2014. Not to be reproduced or distr...
4
About BoardSource
• Advances the public good by building exceptional
nonprofit boards and inspiring board service
• Supp...
5
Before
– Identify board
needs
– Cultivate & Recruit
On Board
– Orient
– Involve & Educate
Over Time
– Evaluate, Rotate &...
6
“Identify” Step: Whose Job is It?
Nominating Committee
• Short-term
• Narrow focus
– Elections
– Officers
• Self-contain...
7
Nominating
Committee
Governance
Committee
Nominating
• Short-term
• Narrow focus
– Elections
– Officers
• Self-contained...
8
Poll
Does your board have a:
• Nominating committee
• Governance committee
• Nominating and governance combined
• Other
...
9
IdentifyYour Board’s Needs
Think Strategically: What skills and talents does your
organization need to drive its missio...
10
Tool: Board Matrix
(exerpt)
1 2 3 4 5 6 A B C D E F
Areas of Expertise
Marketing
Program focus
Strategy
Technology
Fina...
11
What does your board need?
Good Board Members
Typically Possess
• An Ability to:
– listen, analyze, think clearly and c...
12
Step 1: IDENTIFY Board Needs
• Skills, knowledge, perspectives, and
connections, etc., needed to implement
strategic pl...
13
Step 2: CULTIVATE Potential Leaders
• Ask current board members and others to
suggest potential candidates with needed
...
14
Step 3: RECRUIT Prospects
• Describe why a prospective board member is
wanted and needed.
• Explain expectations and re...
15
Step 7: EVALUATE Board
• Evaluate the board as a whole, as well as
individual board members.
• Examine how the board an...
16
• Identify gaps between expected and
actual performance
• Ensure that all board members have
a shared understanding of ...
17
BSA data sets the stage for
board development plan
0 = Poor , 1 = Fair , 2 = OK, 3 = Good, 4 = Excellent
#vmlearn
18
How are Assessment Results Used?
© 2014 BoardSource
DATA seldom leads to action if the numbers
aren’t explained
INFORMA...
+
Cultivating Future-Friendly Boards
 Identifying Board Prospects
 Engaging Board Members
 Retaining Board Members
#vml...
+
Identifying Board Prospects
 Past Experiences
#vmlearn
+
Identifying Board Prospects
 Soft Skills
#vmlearn
+
Poll
#vmlearn
Do you ask board prospects
about industry trends in their
professions?
+
Identifying Board Prospects
 Knowledge of
Industry Trends
 Books, Blogs
 Connect the Dots
 Areas of Interest
#vmlearn
+
Identifying Board Prospects
 Individual Development Plan
 Goals
 Interconnection
 Time Investment
#vmlearn
+
Engaging Board Members
+
Engaging Board Members
 Brainstorming Prompts
 Wouldn’t it be great if…
 If I had total control, I…
 Because we have...
+
Engaging Board Members
 Cheerleaders
 Guest Speakers
 Attendance
 Door Prizes
#vmlearn
+
Question
#vmlearn
How do you currently motivate
your board members?
+
Engaging Board Members
 Cross Sector Collaboration
#vmlearn
+
Engaging Board Members
 Personal Commitments
 I will accomplish X before
the next meeting.
 Visuals
 Reminders
#vmle...
+
Retaining Board Members
+
Poll
How often do you ask for feedback
from your board members?
#vmlearn
+
Retaining Board Members
 Ask for Feedback
 SurveyMonkey
 Updates
 Improvements
#vmlearn
+
Retaining Board Members
 Create a Valued Culture
 Norms
 Acknowledgements
 Implementation of Ideas
#vmlearn
+
Retaining Board Members
 Support Members’ Goals
 Speaking Opportunities
 Workshops/Seminars
 Recommendations
#vmlearn
+
Retaining Board Members
 Show Appreciation
 Honor Their Service
 Highlight Achievements
 Say “Thank you”
#vmlearn
Questions?
37
#vmlearn
Jenifer Holland
Director of Consulting
BoardSource
@jlgagerholland
@BoardSource
BoardSource.org
Sha...
Next Webinar:
How Nonprofit Data and
Volunteers Can Save the
World
http://learn.volunteermatch.org
#vmlearn
April 8, 2014
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Nonprofit Insights: Building a Future-Friendly Nonprofit Board

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Your board plays a critical role in overseeing your organization's mission, finances and strategic direction. So it's equally critical that these board members are supportive of the changes in tools and practices necessary to help your organization stay relevant and viable in today's rapidly changing world.

For the March 2014 Nonprofit Insights webinar hosted by VolunteerMatch focused on how to cultivate, engage and retain great board members that are "future-friendly." Jenifer Holland, Director of Consulting at BoardSource, shared best practices and strategies for finding and engaging the best board members for your organization. We were also joined by Shayla Price, Executive Director for the National Search Dog Alliance, who shared her first-hand experience working with boards from the nonprofit side, as well as serving as a board member herself.

Wondering how to build a board that will support your organization as it moves forward into the future? This webinar will provide ideas and strategies so you'll never need to "fight" your board for change again.

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  • Jenifer
  • Address: short-term and long-term needs. What are your terms? How many slots are you likely to be filling at any given time?
  • * cultivate and solicit funds; cultivate and recruit board members and other volunteers; read and understand financial statements; learn more about the substantive program area of the organizationPossess: * honesty, sensitivity to and tolerance of differing views; a friendly, responsive, and patient approach, community-building skills; personal integrity; a developed sense of values; concern for your nonprofit's development; a sense of humor
  • Nonprofit Insights: Building a Future-Friendly Nonprofit Board

    1. 1. Building a Future-Friendly Nonprofit Board #vmlearn March 19, 2014
    2. 2. Meet Our Speakers 2 #vmlearn Jenifer Holland Director of Consulting BoardSource @jlgagerholland @BoardSource BoardSource.org Shayla Price Executive Director National Search Dog Alliance @shaylaprice n-sda.org ShaylaPrice.com
    3. 3. 3 Building a Future-Friendly Nonprofit Board Jenifer Holland, Director of Consulting © 2014. Not to be reproduced or distributed without express permission from BoardSource. #vmlearn
    4. 4. 4 About BoardSource • Advances the public good by building exceptional nonprofit boards and inspiring board service • Supports and promotes excellence in nonprofit board service • Is the premier source of cutting-edge thinking and resources related to boards • Engages and develops the next generation of board leaders © 2013 BoardSource #vmlearn
    5. 5. 5 Before – Identify board needs – Cultivate & Recruit On Board – Orient – Involve & Educate Over Time – Evaluate, Rotate & Celebrate! Identify Cultivate Recruit Orient Involve Educate Evaluate Rotate Celebrate! Context:The Board Building Cycle #vmlearn
    6. 6. 6 “Identify” Step: Whose Job is It? Nominating Committee • Short-term • Narrow focus – Elections – Officers • Self-contained Governance Committee • Ongoing • Holistic focus – Composition – Policies and Practices • Involves others Sample committees that have responsibility for identifying board candidates #vmlearn
    7. 7. 7 Nominating Committee Governance Committee Nominating • Short-term • Narrow focus – Elections – Officers • Self-contained Governance • Ongoing • Holistic focus – Composition – Practices • Involves others Evolution of Board-Related Committees Board Development Committee Board Development • Ongoing • Broader focus than Nominating #vmlearn
    8. 8. 8 Poll Does your board have a: • Nominating committee • Governance committee • Nominating and governance combined • Other • N/A or don’t know #vmlearn
    9. 9. 9 IdentifyYour Board’s Needs Think Strategically: What skills and talents does your organization need to drive its mission forward and to advance key strategies over the next 2, 5 and 10 years? Identify Gaps: Which of those skills and talents are currently represented on your board, and which ones are missing? Be Specific: How would you describe the skills, expertise, and personal attributes of the “ideal candidate”? #vmlearn
    10. 10. 10 Tool: Board Matrix (exerpt) 1 2 3 4 5 6 A B C D E F Areas of Expertise Marketing Program focus Strategy Technology Financial Fundraising Investments Legal Fundraising Abilities Personal financial giving Access to corporate & philanthropic connections Access to individuals with gift potential Ability to support special events Which Best Describes You: Bridge builder Leader/Strategist Visionary Worker bee Current Members Prospective Members
    11. 11. 11 What does your board need? Good Board Members Typically Possess • An Ability to: – listen, analyze, think clearly and creatively, work well with individual people and groups • A Willingness to: – prepare for and attend board and committee meetings, ask questions, take responsibility and follow through on a given assignment, contribute personal; – financial resources in a generous way according to circumstances, open doors in the community, evaluate oneself; and – develop certain skills if they don’t already have them #vmlearn
    12. 12. 12 Step 1: IDENTIFY Board Needs • Skills, knowledge, perspectives, and connections, etc., needed to implement strategic plan. • Board needs assessment – What expertise do you have? – What is missing? • Identify sources of board members with the desired characteristics. #vmlearn
    13. 13. 13 Step 2: CULTIVATE Potential Leaders • Ask current board members and others to suggest potential candidates with needed characteristics. • Find ways to connect with those candidates. • Get them interested in your chapter, and keep them informed of your programs. #vmlearn
    14. 14. 14 Step 3: RECRUIT Prospects • Describe why a prospective board member is wanted and needed. • Explain expectations and responsibilities of board members, and don’t minimize requirements. • Invite questions, elicit their interest, and find out of if they would be prepared to serve. • Recruit a diverse board. #vmlearn
    15. 15. 15 Step 7: EVALUATE Board • Evaluate the board as a whole, as well as individual board members. • Examine how the board and chief executive work as a team. • Engage the board in assessing its own performance. • Identify ways in which to improve. • Encourage individual self-assessment.
    16. 16. 16 • Identify gaps between expected and actual performance • Ensure that all board members have a shared understanding of the board’s roles and responsibilities • Provide a context for discussing opportunities to strengthen the board • Model accountability and enhance credibility for the organization among staff, volunteers, donors, and other constituencies Board Self-Assessment © 2014 BoardSource #vmlearn
    17. 17. 17 BSA data sets the stage for board development plan 0 = Poor , 1 = Fair , 2 = OK, 3 = Good, 4 = Excellent #vmlearn
    18. 18. 18 How are Assessment Results Used? © 2014 BoardSource DATA seldom leads to action if the numbers aren’t explained INFORMATION exchanged between you and your BoardSource team gives data meaning KNOWLEDGE is created when experience and context is blended with information WISDOM occurs when knowledge is applied D= Data E= Expertise C= Coaching K= Knowledge #vmlearn
    19. 19. + Cultivating Future-Friendly Boards  Identifying Board Prospects  Engaging Board Members  Retaining Board Members #vmlearn
    20. 20. + Identifying Board Prospects  Past Experiences #vmlearn
    21. 21. + Identifying Board Prospects  Soft Skills #vmlearn
    22. 22. + Poll #vmlearn Do you ask board prospects about industry trends in their professions?
    23. 23. + Identifying Board Prospects  Knowledge of Industry Trends  Books, Blogs  Connect the Dots  Areas of Interest #vmlearn
    24. 24. + Identifying Board Prospects  Individual Development Plan  Goals  Interconnection  Time Investment #vmlearn
    25. 25. + Engaging Board Members
    26. 26. + Engaging Board Members  Brainstorming Prompts  Wouldn’t it be great if…  If I had total control, I…  Because we have excess resources, we can… #vmlearn
    27. 27. + Engaging Board Members  Cheerleaders  Guest Speakers  Attendance  Door Prizes #vmlearn
    28. 28. + Question #vmlearn How do you currently motivate your board members?
    29. 29. + Engaging Board Members  Cross Sector Collaboration #vmlearn
    30. 30. + Engaging Board Members  Personal Commitments  I will accomplish X before the next meeting.  Visuals  Reminders #vmlearn
    31. 31. + Retaining Board Members
    32. 32. + Poll How often do you ask for feedback from your board members? #vmlearn
    33. 33. + Retaining Board Members  Ask for Feedback  SurveyMonkey  Updates  Improvements #vmlearn
    34. 34. + Retaining Board Members  Create a Valued Culture  Norms  Acknowledgements  Implementation of Ideas #vmlearn
    35. 35. + Retaining Board Members  Support Members’ Goals  Speaking Opportunities  Workshops/Seminars  Recommendations #vmlearn
    36. 36. + Retaining Board Members  Show Appreciation  Honor Their Service  Highlight Achievements  Say “Thank you” #vmlearn
    37. 37. Questions? 37 #vmlearn Jenifer Holland Director of Consulting BoardSource @jlgagerholland @BoardSource BoardSource.org Shayla Price Executive Director National Search Dog Alliance @shaylaprice n-sda.org ShaylaPrice.com
    38. 38. Next Webinar: How Nonprofit Data and Volunteers Can Save the World http://learn.volunteermatch.org #vmlearn April 8, 2014
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