10 energizing board

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10 energizing board

  1. 1. Keeping Your Board Energized Linda Lysakowski, ACFRE Linda Lysakowski, LLC Dedicated to Inspiring Creativity and Philanthropy
  2. 2. Dedicated to Inspiring Creativity and Philanthropy
  3. 3.  All New Board Members Board Chair Executive Director Director of Development Dedicated to Inspiring Creativity and Philanthropy
  4. 4.  Agenda Job Description Organization Information:  List of Meetings for the Year  List of Board Members  By Laws and Articles of Incorporation  Long-Range Plan  Budget Information  Mission Statement  Organizational Chart Dedicated to Inspiring Creativity and Philanthropy
  5. 5.  Introductions Organization Background Tour and/or Video Presentation Expectations of Board Members Discussion Dedicated to Inspiring Creativity and Philanthropy
  6. 6.  Agenda mailed in advance, along with support materials Stick to agenda Committees should make recommendations, ask for vote, not discuss details Board members should read materials in advance and come prepared for actions to be taken Convenient time, location Dedicated to Inspiring Creativity and Philanthropy
  7. 7.  Include an educational segment Follow parliamentary procedure Provide place cards for members Keep meetings short Include committee reports in packets mailed prior to meeting Dedicated to Inspiring Creativity and Philanthropy
  8. 8.  Avoid the 4 “P”s –personnel, personalities, politics, private matters Be OPEN to discussing any subject (except the above) Keep the discussion “OFF THE RECORD” Do not take formal VOTES Reach CONSENSUS whenever possible Include all PARTICIPANTS Use an OUTSIDE FACILITATOR Dedicated to Inspiring Creativity and Philanthropy
  9. 9.  Have a limited agenda Send a written agenda and supporting materials in advance Length of agenda and complexity of issues drives the length of the retreat TIMING is essential—beginning or en of a strategic planning process Make sure the facilitator produces a complete, candid WRITTEN REPORT HAVE FUN! Dedicated to Inspiring Creativity and Philanthropy
  10. 10. Board Roles 3C’s 3W’s Cash Work Clout Wealth Contacts Wisdom 3T’s 3G’s Time Get Talent GIVE Treasure Get OffDedicated to Inspiring Creativity and Philanthropy
  11. 11.  Establishing Policies Monitoring Revenue Streams Planning Giving Asking Other to Give Dedicated to Inspiring Creativity and Philanthropy
  12. 12.  Capability (Affluence)  Give at a Meaningful Level  Access to Potential Donors Willingness  Board Participation in Campaigns/Appeals  Fundraising leadership Influence  Promote Organization  Promote Campaigns/Appeals Dedicated to Inspiring Creativity and Philanthropy
  13. 13.  Three Keys to Major Gift—LAI principle Affluence & Influence “The Millionaire Next Door” Screening Sessions Dedicated to Inspiring Creativity and Philanthropy
  14. 14. Dedicated to Inspiring Creativity and Philanthropy
  15. 15.  Every board member has a sphere of influence Don’t expect them to work from a blank slate—use our brainstorming form or a list of current donors Stress confidentially Look for Linkages, Ability and Interest Dedicated to Inspiring Creativity and Philanthropy
  16. 16.  Make it fun Make it mandatory Recognize each person’s ability and desire to do fundraising Use a successful fundraising experience Dedicated to Inspiring Creativity and Philanthropy
  17. 17.  Reporting Donor and Volunteer recognition Staff Recognition Building on Success Dedicated to Inspiring Creativity and Philanthropy
  18. 18. Forming Norming Storming Performing“Coming Together is a Beginning; Keeping Together is Progress; Working Together is Success.” unknownDedicated to Inspiring Creativity and Philanthropy
  19. 19. For information about how I can help motivate your board, email me at Linda@LindaLysakowski.com www.LindaLysakowski.com

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