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Board Training Essentials Presented for Stevenson, Inc. June 2, 2010 Alice L. Ferris, ACFRE James S. Anderson GoalBusters Consulting, LLC www.goalbusters.net
Poll Question ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your goals ,[object Object]
Our goals for today ,[object Object],[object Object],[object Object]
Our Philosophy about Boards ,[object Object],[object Object]
Gallup's Employee Satisfaction Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is expected of me: Board roles and responsibilities
What do boards do? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What should boards NOT do? ,[object Object],[object Object],[object Object],[object Object],[object Object]
What can boards do if they want to? ,[object Object],[object Object],[object Object]
Board Recruitment: Proper training begins at the beginning!
Who should you recruit? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How should you recruit? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Board Assessment: Determining your training needs
What are we measuring? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Knowledge Base ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Availability ,[object Object],[object Object],[object Object]
Diversity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Length of Tenure ,[object Object],[object Object]
Performance: Self Evaluation ,[object Object],[object Object],[object Object],[object Object],[object Object]
Performance: Self Evaluation ,[object Object],[object Object],[object Object],[object Object]
Performance: Self Evaluation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Gap Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Board Training:  Opportunities to learn and grow
Adult Learning Principles Dr. BJ Bischoff, AFP Faculty Training Academy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Training format: Half Day or All Day Retreat ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Training format: Add on to Board Meeting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Training format: One on One ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Training Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
So what do we want to learn? ,[object Object],[object Object]
So what do we want to learn? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Teaching about Program Operations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Immersion Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Teaching about Financials ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Financials
Teaching about Fundraising ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Teaching about Fundraising ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Half Day Training ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sample Half Day Training ,[object Object],[object Object],[object Object],[object Object]
Orientation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Orientation agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
Orientation agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Orientation agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
Orientation agenda ,[object Object],[object Object],[object Object]
Orientation agenda ,[object Object],[object Object],[object Object],[object Object]
Questions
GoalBusters Consulting LLC Alice L. Ferris, MBA, ACFRE [email_address] James S. Anderson [email_address] www.goalbusters.net Twitter: goalbusters Facebook: facebook.com/goalbusters

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Board Training Essentials