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Fundraising Success Series
Lisa Hoffman – Foundation Center
February 24, 2015
Surfs Up:
Moving from the Board You Have
to ...
What I’ve Been Hearing at the Office Lately…
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
 Daily calls
 Brain...
Noble Service – Community Trust
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Governance Role Support Role
Repre...
Board’s Leadership Role
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Governance Support
 Planning – Policies
...
When Do Boards Get Stuck?
Confuse governance and support
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
What Does This Look Like?
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
 Daily calls
 Directives
 “Staff fund...
What is Your Board’s Developmental Stage?
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Kitchen Table
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Nonprofit
Beginning Stage
Board
Organizing
•Modest b...
Governance
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Nonprofit
Middle Stage
Board
Governing
•Growing budget,...
Institutional
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Nonprofit
Mature Stage
Board
Institutional/Fundraisi...
When Do Boards Get Stuck?
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
When Do Boards Get Stuck?
Stay in kitchen table stage
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
When Do Boards Get Stuck?
Caught between stages
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
What does this Look Like?
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
 Brainstorming
 Rubberstamping
 No ED...
How to Get Moving?
What are the meta-issues?
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Meta-Level Action Plan
 Board leadership engages board:
 Identify board stage
 Determine governance-support role awaren...
Meta-Level Action Plan Steps
 Training:
 Board support and governance roles
 Board’s appropriate developmental stage
 ...
Meta-Level Action Plan Steps
 Governance Housekeeping:
 Job description
 Accountability
 Committees
 Rotation: terms ...
How are Meta-Issues Manifesting?
At meetings
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
At Meetings:
Dealing with Board Member Behavior
 Facilitate to board governance role
 Facilitate for equal time
 Shut-d...
How are Meta-Issues Manifesting?
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Between meetings
Between Meetings:
Dealing with Board Member Behavior
Bring shadow issues – decisions forward:
 Place shadow issues on age...
Strong Leadership
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
 Board Chair
 Executive Director
 ExCom – Gov...
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
# Yes No Governance and Support Questions
1 X Do individual board ...
LISA HOFFMAN – COACH – CONSULTANT –
WWW.LISAHOFFMAN.NET
Governance and Support Worksheet Key
 10 correct = superior gover...
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Surf’s Up: Moving from the Board That You Have to the Board That You Need

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The way a nonprofit and its board develops over time are often out of sync, causing disconnect and difficult dynamics. Has your beginning nonprofit grown into the middle stage, with your board remaining at the kitchen table level? Or has your board’s development outpaced your nonprofit’s, causing expectations that lead to frustration for all parties? In this interactive training, we will look at classic stages of board and nonprofit development and what happens when they are not aligned. You’ll have the opportunity to identify your board and organizations developmental stage, and we will then focus how to align them to generate harmonious enthusiasm and engagement. Highly recommended for board members and executive directors.

Lisa Hoffman brings 25 years of experience and success to nonprofit fund and board development, facilitation, and coaching.

Published in: Government & Nonprofit
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Surf’s Up: Moving from the Board That You Have to the Board That You Need

  1. 1. Fundraising Success Series Lisa Hoffman – Foundation Center February 24, 2015 Surfs Up: Moving from the Board You Have to the Board You Need
  2. 2. What I’ve Been Hearing at the Office Lately… LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET  Daily calls  Brainstorming  Rubberstamping  No ED evaluation  Backroom dealing
  3. 3. Noble Service – Community Trust LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET Governance Role Support Role Represent Community Represent Organization
  4. 4. Board’s Leadership Role LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET Governance Support  Planning – Policies  Finance – Legal  Fund Development  Sound Management  Board Governance
  5. 5. When Do Boards Get Stuck? Confuse governance and support LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  6. 6. What Does This Look Like? LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET  Daily calls  Directives  “Staff fundraises…”  What else?
  7. 7. What is Your Board’s Developmental Stage? LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  8. 8. Kitchen Table LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET Nonprofit Beginning Stage Board Organizing •Modest budget •Tiny – no staff •Little structure •Small – friends of •Hands on •“Family” – informal Following Leading
  9. 9. Governance LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET Nonprofit Middle Stage Board Governing •Growing budget, staff •Professional management •More formal structure •Larger, diversifying •Kitchen = conference table •Committees
  10. 10. Institutional LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET Nonprofit Mature Stage Board Institutional/Fundraising •Significant budget •Formal structure •Senior management •Very large – up to 100 •Fundraising role •ExCom governs
  11. 11. When Do Boards Get Stuck? LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  12. 12. When Do Boards Get Stuck? Stay in kitchen table stage LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  13. 13. When Do Boards Get Stuck? Caught between stages LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  14. 14. What does this Look Like? LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET  Brainstorming  Rubberstamping  No ED evaluation  Backroom dealing
  15. 15. How to Get Moving? What are the meta-issues? LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  16. 16. Meta-Level Action Plan  Board leadership engages board:  Identify board stage  Determine governance-support role awareness  Develop action steps LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  17. 17. Meta-Level Action Plan Steps  Training:  Board support and governance roles  Board’s appropriate developmental stage  Intentional board culture  Nonprofit – corporate culture  Conflict resolution LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  18. 18. Meta-Level Action Plan Steps  Governance Housekeeping:  Job description  Accountability  Committees  Rotation: terms – term limits  Recruitment  What else? LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  19. 19. How are Meta-Issues Manifesting? At meetings LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  20. 20. At Meetings: Dealing with Board Member Behavior  Facilitate to board governance role  Facilitate for equal time  Shut-down (skillfully) brainstorming, etc.  Follow up outside meetings LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  21. 21. How are Meta-Issues Manifesting? LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET Between meetings
  22. 22. Between Meetings: Dealing with Board Member Behavior Bring shadow issues – decisions forward:  Place shadow issues on agenda; or Board chair handles one-on-one  Real decision-making process  Zero tolerance for gossip – board culture LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET
  23. 23. Strong Leadership LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET  Board Chair  Executive Director  ExCom – Governance
  24. 24. LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET # Yes No Governance and Support Questions 1 X Do individual board members contact staff directly with advice and suggestions without formal role? 2 X Do individual board members give performance feedback to your ED outside of the evaluation process? 3 X Do board members engage in meaningful, useful discussions and decision-making at board meetings that reflect the boards governance role? 4 X Do board members as a governance body participate in fund development planning? 5 X Do individual board members raise money in coordination with staff/development committee? 6 X Do all board members participate in recruiting new members, coordinating with governance or nominations committee? 7 X Do board members brainstorm ideas for staff to implement at meetings? 8 X Do board members participate in strategic planning to fulfill the organization’s vision? 9 X Do board members view budget strategically in relationship to mission and program priorities? 10 X Do you find out after the fact that board members have participated in an activity relevant to the organization’s mission? Governance and Support Worksheet Key
  25. 25. LISA HOFFMAN – COACH – CONSULTANT – WWW.LISAHOFFMAN.NET Governance and Support Worksheet Key  10 correct = superior governance and support role clarity! Your board should train other boards!  8 correct = good governance and support role clarity – train to move board from good to great  5 correct = fair governance and support role clarity – training needed  < 5 correct = poor – the board needs help immediately!

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