Berkeley Board Fellows Kick Off Meeting 10/21/2011


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We are excited to show you the Berkeley Board Fellows Kickoff Event slides. This is an opportunity for Board Fellows and Board Mentors to meet one another, hear from current and past program participants, learn best practices and ask questions.

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  • Welcome to the Board Fellows Program Kick-off I have been communicating with most of you, reading applications and really excited to see you all here together today.We are delighted to see students, mentors, nonprofit staff and board members represented today
  • The Agenda for today.
  • The purpose of today isProvide the opportunity for fellows and mentors to meet one another and to plan for the year aheadProvide a chance for all participants to meetExplain program expectations, roles and responsibilitiesProvide an introduction to best practices in board governanceGive you a chance to hear from past participants and ask questions Introduce and thank Nora, Evin and Jean
  • We have great organizations represented here today.42 nonprofit organizations/social enterprises68 Haas MBAs, Goldman MPP, and other graduate students matched with local nonprofit boards (88 applicants)Former Board Fellows have stayed on as 2nd year fellows, others became official board members, and still others graduated and joined new boards
  • So Board Fellows. What is the purpose? What are we trying to achieve? …
  • The resource guides will be sent out as part of a follow up email to all Board Fellows and Board Mentors.
  • Pre-panel questions to consider:Bob Miller is Chair of our Center’s Advisory Board.David Reimer is former VP of Marketing at Yahoo.1) First board meeting to-do’s and keys to integrating your BF into the org 2) Challenges (how were they resolved) and successes3) How do you maintain momentum?4) Your project: describe how it evolved over the course of the year, any steps that helped define it, and what the final deliverable looked like? 5) Tips for BFs/orgs 6) How can we make the most out of this experience?
  • Berkeley Board Fellows Kick Off Meeting 10/21/2011

    1. 1. Kick-off October 20, 2011Haas School of Business UC Berkeley
    2. 2. Agenda• 4:00 – 4:20 Welcome Berkeley Board Fellows Program• 4:20 – 4:35 Board Governance• 4:35 – 4:50 Panel• 4:50 – 5:00 Matching Mentors & Fellows• 5:00 – 5:10 Group Photo• 5:10 – 5:30 Mentors & Fellows Discussions 2
    3. 3. WelcomeNora Silver • Director and Adjunct Professor, Center for Nonprofit and Public Leadership • Co-founder and first board chair, Board Match Plus • Author, Telling the Whole Story: Voices of Ethnic Volunteers in AmericaPaul Jansen • Adjunct Professor, Center for Nonprofit and Public Leadership; Director Emeritus, McKinsey & Company • Board member, CARE USA • Author, The Dynamic Board: Lessons from High-Performing Nonprofits, McKinsey & Company 3
    4. 4. (Some) Board Fellow Organizations 4
    5. 5. Center for Nonprofit & Public Leadership Center Mission Empowering future leaders to achieve social impact across sectors Berkeley Board Fellows Preparing the next generation of board leaders 5
    6. 6. Berkeley Board Fellows Growth 100 95 90 80 66 68 70 56 59 60 55 49 50 40 # Fellows 30 20 8 10 10 0 6
    7. 7. Benefits • Work at the highest level of an organization with dynamic and experienced board members • Understand governance and develop valuable leadership skills • Gain an understanding of the intersection of the Fellows business and nonprofit sector • Make an impact on your local community • Gain a fresh perspective • Leverage Haas MBA/graduate student skills • Develop skills in recruiting and working with young professional board members Organizations • Mentor future social sector leaders 7
    8. 8. Fellow Commitment 8-10 Hours per Month Board Service • Fellow actively participates as a non-voting board member Board Committee Participation • Fellow serves on a board committee or task force, usually based on the content of the project Board-Level Project • Fellow completes a project on a critical board need (working in pairs when matched) 8
    9. 9. Sample of Past Projects MARKETING • Brand audit • Market research • Analysis of the FINANCE organization’s • Financial analysis of value to clients underperforming programs • Financial sustainability model to OTHER determine fundraising needs • Program evaluation • Financial reporting development • Implementation plan for an alumni association • New online fundraising tool STRATEGY • Progress reporting tools to • Strategic plan for leveraging social inform the board on a major networking technology organizational overhaul • Feasibility study of a new service • Development plan for recruiting next generation board members 9
    10. 10. Mentor Commitment Introduce Coach Provide a formal Guide and coach the introduction to the fellow organization, the board, and its work Integrate Encourage Include the fellow in all Encourage the fellow board meetings and to actively contribute connect with key board/staff/stakeholders his/her perspective 10
    11. 11. Program Year (October – May) Kick-off Coaching Deliverable: Fellows Final Session sessions Update Workshops deliverable (October) (November) (December) (February) (Mid-May) Regular attendance at board and committee meetings 11
    12. 12. Introduction to Governance –Why do Boards Exist? • Hold organization “in trust” for the community – Protect donors – Prevent nonprofit executive abuse – Substitute for shareholders, customers, competition • Legal duties of trustees – Care (prudent person) – Loyalty (put organization first) – Obedience (faithful to mission) 12
    13. 13. 9 Responsibilities of Nonprofit Boards • Select, evaluate and develop CEO• Shape, clarify • Ensure adequate mission and financial vision resources• Engage actively • Lend expertise; in strategic provide access to decision making people and policy • Enhance decisions reputation of Monitor and improve performance organization • Oversee financial management, ensure appropriate risk management • Monitor performance, ensure accountability • Improve board performance 13
    14. 14. Lessons from our Research – There are 9 clearly defined roles of a nonprofit board, with a gold standard of performance for each – Lots of ways boards, as entities and individuals, can help. Pick your spots carefully to allot valuable time where needed most – Recognize performance management as one of the nonprofit boards core roles – Good governance is execution, so sweat the little things: good meeting agendas/materials, open communication, having fun. – Invest significant time in board evaluation and continuous improvement 14
    15. 15. Types of Boards  Organizing Board – small, homogeneous, informal – committed to purpose  Governing Board – larger and more diverse board – committees become important – shared authority between board and staff: board chair and executive director are principal leaders – transition to governing board takes at least 3 years and a lot of staff time  Institutional Board – very large (35-60 or more) – prestigious -- includes large donors or those with access to funders – accepts the responsibility of fundraising – delegates some governance to executive committee 15
    16. 16. Resources • People • BBF Student and Org Guides • Nora Silver • Other Online resources • Paul Jansen • • Jay Espovich • • Frameworks based on type of • project • • Nonprofit Boards Class – boardbasics Spring, 2 Wkd Days (Students) • On-going communications • Subscriptions available for • Monthly check-ins • • Mid-term and year-end • Boardsource evaluations • Foundation Center • All info available at • Chronicle of Philanthropy 16
    17. 17. Panel • David Reimer, Haas Executive in Residence – Board Mentor, Destiny Arts Center • Sedora Tantraphol, MPP 2012 – Board Fellow, Contra Costa Crisis Center • Jenni Tonti, MBA 2012 – Board Fellow, Children’s Council of San Francisco 17
    18. 18. Lessons Learned • What worked well for you? • What would you do differently to make the fellowship more valuable for the Fellow and the Board? 18
    19. 19. Find your Match• Each organization has been assigned a number 1-50• Find your match by going to the assigned number (Southwest Airlines boarding approach) along the east or west wall of the room• Proceed to the courtyard for a group picture 19
    20. 20. Mentor-Fellow Discussion • Personal introductions • Project Scope (due November 10) – Problem to be solved – What information/analysis is needed – Deliverables – Timing – Process for working with mentor/organization • Integrating fellow into the board – What kind of board is it? Members? Style? – Getting engaged- introduction, committee – Meeting dates 20