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7 Board Planning Slide Presentation.pptx
- 1. Annual Board & Organization Planning With how busy wrapping up a year can be sometimes planning for the next year can get lost in the shuffle. Planning out the next year in advance of it starting allows organization leaders to be strategic in addressing priorities, approaching projects and managing timelines. This includes setting board and committee meeting schedules and tentative topics that will need to be discussed or decided on at each meeting. During this session we will discuss the need for mapping out the year, communication with board members and tools that are helpful in organizing it all.
- 2. Introduction • Name • Organization you represent • What you hope to gain from this session
- 3. Reflections & Preparation • Gather formal feedback from constituents, staff and board. • Evaluate what has gone well and challenges. • Review strategic plan. • Determine if goals... o where met o are on track o are behind o need to be re-evaluated • Set or refine goals for new year.
- 4. Planning What are the ongoing items that need to be addressed? What are the goals for the year? What do we need in order to stay on track with those goals? What does staff need in order to feel supported? What do staff need to own and move projects forward? What is the best way to address these items?
- 5. Schedule • Determine: o What needs to happen o Who needs to be involved o How often it needs to occur o When it needs to occur • Set a standard schedule • Schedule for the entire year
- 6. Structuring the Plan • Board • Staff
Editor's Notes
- Excited about the group here today. I know that I have learned things from many of you as I observe you in your role Let’s start off with everyone introducing them selves
- Thank you. As we go through this presentation I want folks to also share their tips and tricks I am more productive when I know what I need to accomplish. Mapping out what needs to get done helps me plan out and prepare better It also allows me to prepare folks for upcoming conversation and decisions I like structure that can be flexible I spend a lot of time thinking about how I am preparing SKC for it’s next leader. That leader may change things and they should But, if the structures are in place to start with it will be easier for them to navigate transition I also visit with nonprofits that when I ask, “when is your next board meeting” I get responses like we schedule when we need one OR I’m trying to get one together for later this week or next week This is not good governance Board members can not plan their schedules or be as engaged as they should be People with generally plan around what they can and let you know well in advance if they can’t (obviously with exceptions)
- Involves thinking about both staff and Board
- Determine what needs to happen Is it a meeting A drop in Something formal or informal Organizationally 1 on 1’s Group meetings around projects Delegate ownership and coach that leader Board Chair Board Committees Committee Chairs Other Set a standard schedule Get feedback from those that are involved Make it consistent Schedule the meetings for the entire year Put them on the calendars
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