This document provides strategies for nonprofit boards to invest in leadership for sustainability and growth. Presenters Melanie and Jason Friedman of Friedman Associates discuss how governance plays a critical role in sustainability. They outline the normal evolution of nonprofit boards and how roles change over time. The presentation covers establishing board roles and responsibilities, conducting self-assessments to identify development needs, using tools like a board policy manual, and implementing an ongoing process of board composition, recruitment, and training. The overall message is that ongoing board development is key to ensuring an organization's long-term success.
Our task as CDFIs is to deploy our loan capital as effectively and quickly as possible to meet the needs of the community. "Sales" is not a bad word in nonprofits, because you are working to make capital access equal for all. Learn how you can implement this within your own organization.
With increasing demands to meet the needs of underserved local communities, CDFIs are responding by building a mission-driven sales culture. Friedman Associates will highlight the steps you need to take to develop a culture of sales.
Strategic Planning Tips for Non Profit Organizations | Shaun Dallas Dance | R...S. Dallas Dance
Strategic planning is an essential part of any business – even a nonprofit organization. This may sound like an intimidating prospect for a variety of reasons. Yet, it is not a step that can be overlooked.
Strategic planning allows organizations to plan ahead – not just for the following year but for any potential emergencies. If 2020 taught us anything, it’s that everyone needs an emergency plan in place.
Our task as CDFIs is to deploy our loan capital as effectively and quickly as possible to meet the needs of the community. "Sales" is not a bad word in nonprofits, because you are working to make capital access equal for all. Learn how you can implement this within your own organization.
With increasing demands to meet the needs of underserved local communities, CDFIs are responding by building a mission-driven sales culture. Friedman Associates will highlight the steps you need to take to develop a culture of sales.
Strategic Planning Tips for Non Profit Organizations | Shaun Dallas Dance | R...S. Dallas Dance
Strategic planning is an essential part of any business – even a nonprofit organization. This may sound like an intimidating prospect for a variety of reasons. Yet, it is not a step that can be overlooked.
Strategic planning allows organizations to plan ahead – not just for the following year but for any potential emergencies. If 2020 taught us anything, it’s that everyone needs an emergency plan in place.
Continuous Performance Management: How To Make It WorkJosh Bersin
The new world of continuous performance management has arrived. In this presentation we show the 7 practices and give some examples of how to implement this important new management and HR model.
Corporate Governance a Balanced Scorecard approach with KPIs between BOD, Exe...Chris Rigatuso
This paper, from 2003, during my time at Oracle, was an early attempt to define metrics for inducing accountability between BOD, executives, and operating management of corporations. It's geared to large companies, but the lessons are broadly appreciable. It was published in CFO Reviews by Anderson Consulting, and other places. It predates the SOX Sarbanes Oxley laws that were a result of the Enron Scandal.
Why use a strategic planning facilitator 8 reasons SME Strategy ConsultingAnthony C Taylor
Are you planning a strategic planning session or strategic planning offsite and need a facilitator from a strategy consulting company? It will save you time, money and stress and you'll get much more out of your strategic planning process
SME Strategy consulting has provided 8 reasons why you should use a strategic planning facilitator. Learn more at www.smestrategy.net
Why Customer Advisory Boards are a Business Imperative TodayRob Jensen
Customer or partner advisory boards can significantly help organizations gather insights into its corporate strategies and product direction. Join this insightful and educational webinar to learn how such an advisory council can bring tremendous value to your company.
Engagement in your company is a sorrow?
Therefore people under perform and relationships are damaged or is it the other way around?
If you would like to add a really practical tool on leveraging on engagement, you could use the x-model of BlessingWhite that helps you assess and work out the right strategies to level up engagement.
If you think my experience with this could help you, please contact me!
Professional Qualifications - Darin JanecekDarin Janecek
Discusses my professional background and qualifications, and how I can help your organization accelerate profitable growth through my analytical, strategic, transactional, and transformational leadership capabilities.
Executive Director Essentials: Effective Team DevelopmentAH
Whether you are tasked with building a management team for your organization or filling seats on a volunteer board, the tips presented in this webinar will guide you through the process to make sure that you’re making sound decisions based on knowledge and experience, rather than timing and costs.
Following this webinar, attendees will:
•Understand how to create an accountability chart
•Know how to fill the seats you have with the right talent
•Understand how to conduct meaningful meetings and deal with healthy conflict
•Learn how to incorporate culture into the team building process
•Measure success
RBL Omnia combines five of RBL's exclusive, world-class product offerings: RBL Institute, Virtual Academies, OGS, Online Assessments, and a Research Repository to identify, measure, and monitor the highest impact human capability investments.
Succession planning is the right people at the right time doing the right work. In this podcast and presentation from the 2013 NAFCU Annual Conference, Deedee and Peter discuss how you can develop a strategic organization successional plan to ensure the successful transition of key leadership for your credit union. This session covers an overview and best practices, levels and types planning, board evaluation, behind the scenes conversions, and the integration of board succession planning with CEO succession planning.
Continuous Performance Management: How To Make It WorkJosh Bersin
The new world of continuous performance management has arrived. In this presentation we show the 7 practices and give some examples of how to implement this important new management and HR model.
Corporate Governance a Balanced Scorecard approach with KPIs between BOD, Exe...Chris Rigatuso
This paper, from 2003, during my time at Oracle, was an early attempt to define metrics for inducing accountability between BOD, executives, and operating management of corporations. It's geared to large companies, but the lessons are broadly appreciable. It was published in CFO Reviews by Anderson Consulting, and other places. It predates the SOX Sarbanes Oxley laws that were a result of the Enron Scandal.
Why use a strategic planning facilitator 8 reasons SME Strategy ConsultingAnthony C Taylor
Are you planning a strategic planning session or strategic planning offsite and need a facilitator from a strategy consulting company? It will save you time, money and stress and you'll get much more out of your strategic planning process
SME Strategy consulting has provided 8 reasons why you should use a strategic planning facilitator. Learn more at www.smestrategy.net
Why Customer Advisory Boards are a Business Imperative TodayRob Jensen
Customer or partner advisory boards can significantly help organizations gather insights into its corporate strategies and product direction. Join this insightful and educational webinar to learn how such an advisory council can bring tremendous value to your company.
Engagement in your company is a sorrow?
Therefore people under perform and relationships are damaged or is it the other way around?
If you would like to add a really practical tool on leveraging on engagement, you could use the x-model of BlessingWhite that helps you assess and work out the right strategies to level up engagement.
If you think my experience with this could help you, please contact me!
Professional Qualifications - Darin JanecekDarin Janecek
Discusses my professional background and qualifications, and how I can help your organization accelerate profitable growth through my analytical, strategic, transactional, and transformational leadership capabilities.
Executive Director Essentials: Effective Team DevelopmentAH
Whether you are tasked with building a management team for your organization or filling seats on a volunteer board, the tips presented in this webinar will guide you through the process to make sure that you’re making sound decisions based on knowledge and experience, rather than timing and costs.
Following this webinar, attendees will:
•Understand how to create an accountability chart
•Know how to fill the seats you have with the right talent
•Understand how to conduct meaningful meetings and deal with healthy conflict
•Learn how to incorporate culture into the team building process
•Measure success
RBL Omnia combines five of RBL's exclusive, world-class product offerings: RBL Institute, Virtual Academies, OGS, Online Assessments, and a Research Repository to identify, measure, and monitor the highest impact human capability investments.
Succession planning is the right people at the right time doing the right work. In this podcast and presentation from the 2013 NAFCU Annual Conference, Deedee and Peter discuss how you can develop a strategic organization successional plan to ensure the successful transition of key leadership for your credit union. This session covers an overview and best practices, levels and types planning, board evaluation, behind the scenes conversions, and the integration of board succession planning with CEO succession planning.
The Essentials of Board Governance
Presented by Fran Whittenburg Alvis, Homeless & Housing Coalition of Kentucky
The Board of Directors sets the tone and direction of the organization. Creating an effective Board is a continual
process that includes recruitment, engagement, and development. Effective Board leadership and governance helps ensure that an organization can operate at its fullest capacity. Whether you are the CEO of the agency or serve on the Board of the agency, this session will give you the tools to use to improve the effectiveness of your Board.
Sustaining the vision: Leader successionLinda Howard
Planning for succession can be painful, exhausting, and typically involves change. Leadership change should not derail the vision or mission of the organization. In this Webinar, we explore ways to help you prepare for new leadership and navigate the changing landscape.
Objectives:
• Learn how to engage your board in succession planning
•Prepare leadership for exit transition/emergency backup plan
•Encourage leadership development
Manage to lead - board development and operations v2IntelliVen
These slides present a framework for boards that make clear the difference between a Board of Directors and a Board of Advisors as well as how to set up and get the most from each.
The Board of Directors Chairperson has a valuable leadership role top lay in high performance governance. Unfortunately, most chairs have had no training in the "role of the chair." Here are learning slides from a two day Credit Union Executives Seminar on the role of the chairperson for chairs and vice chairs.
How do you increase the effectiveness of committees? Use good governance practices, your vision, board evaluations, bylaws, and your strategic plan to identify the need for committees, then set your purpose and goals to attract the right people and become more accountable.
Engage, Communicate & Act: Getting the most from your TeamSean Fletcher
This whitepaper provides an overview of the Engagement Diamond and the Cycle of Engagement as the key mechanisms to engage, communicate and act to get more from your team, branch, department, organisation or board
Quality Circle .pptx subject is total quality management in mechanical engine...anveskhan30
Its a PDF of quality cirle. It's a chapter in the subject of total quality management in mechanical engineering department. I'm not sure if I can make it to the meeting tonight but I will be there 😊. However I am not sure if I can make it to the meeting tonight but I will be there.
Why you don't understand how to nhi hai sir please send the address of Twin to get the kids together for the next few days.
A successful nonprofit organization must have a responsible and engaged board of directors. This workshop will address fundamental nonprofit governance concepts including board members’ roles and responsibilities, board policies, and financial and legal oversight.
Organizational Capacity-Building Series - Session 9: LeadershipINGENAES
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This session describes how to maintain good governance practices within organizations. These presentations are are part of a workshop series that was implemented in Nepal and 2016 as part of the INGENAES initiative.
Similar to Getting the Governance you Deserve! (20)
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
BYD SWOT Analysis and In-Depth Insights 2024.pptxmikemetalprod
Indepth analysis of the BYD 2024
BYD (Build Your Dreams) is a Chinese automaker and battery manufacturer that has snowballed over the past two decades to become a significant player in electric vehicles and global clean energy technology.
This SWOT analysis examines BYD's strengths, weaknesses, opportunities, and threats as it competes in the fast-changing automotive and energy storage industries.
Founded in 1995 and headquartered in Shenzhen, BYD started as a battery company before expanding into automobiles in the early 2000s.
Initially manufacturing gasoline-powered vehicles, BYD focused on plug-in hybrid and fully electric vehicles, leveraging its expertise in battery technology.
Today, BYD is the world’s largest electric vehicle manufacturer, delivering over 1.2 million electric cars globally. The company also produces electric buses, trucks, forklifts, and rail transit.
On the energy side, BYD is a major supplier of rechargeable batteries for cell phones, laptops, electric vehicles, and energy storage systems.
Introduction to Indian Financial System ()Avanish Goel
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It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
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If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
what is the best method to sell pi coins in 2024DOT TECH
The best way to sell your pi coins safely is trading with an exchange..but since pi is not launched in any exchange, and second option is through a VERIFIED pi merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and pioneers and resell them to Investors looking forward to hold massive amounts before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade pi coins with.
@Pi_vendor_247
What price will pi network be listed on exchangesDOT TECH
The rate at which pi will be listed is practically unknown. But due to speculations surrounding it the predicted rate is tends to be from 30$ — 50$.
So if you are interested in selling your pi network coins at a high rate tho. Or you can't wait till the mainnet launch in 2026. You can easily trade your pi coins with a merchant.
A merchant is someone who buys pi coins from miners and resell them to Investors looking forward to hold massive quantities till mainnet launch.
I will leave the telegram contact of my personal pi vendor to trade with.
@Pi_vendor_247
how to sell pi coins effectively (from 50 - 100k pi)DOT TECH
Anywhere in the world, including Africa, America, and Europe, you can sell Pi Network Coins online and receive cash through online payment options.
Pi has not yet been launched on any exchange because we are currently using the confined Mainnet. The planned launch date for Pi is June 28, 2026.
Reselling to investors who want to hold until the mainnet launch in 2026 is currently the sole way to sell.
Consequently, right now. All you need to do is select the right pi network provider.
Who is a pi merchant?
An individual who buys coins from miners on the pi network and resells them to investors hoping to hang onto them until the mainnet is launched is known as a pi merchant.
debuts.
I'll provide you the Telegram username
@Pi_vendor_247
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Quotidiano Piemontese
Turin Startup Ecosystem 2024
Una ricerca de il Club degli Investitori, in collaborazione con ToTeM Torino Tech Map e con il supporto della ESCP Business School e di Growth Capital
The secret way to sell pi coins effortlessly.DOT TECH
Well as we all know pi isn't launched yet. But you can still sell your pi coins effortlessly because some whales in China are interested in holding massive pi coins. And they are willing to pay good money for it. If you are interested in selling I will leave a contact for you. Just telegram this number below. I sold about 3000 pi coins to him and he paid me immediately.
Telegram: @Pi_vendor_247
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...beulahfernandes8
The financial landscape in India has witnessed a significant development with the recent collaboration between Poonawalla Fincorp and IndusInd Bank.
The launch of the co-branded credit card, the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card, marks a major milestone for both entities.
This strategic move aims to redefine and elevate the banking experience for customers.
how to sell pi coins at high rate quickly.DOT TECH
Where can I sell my pi coins at a high rate.
Pi is not launched yet on any exchange. But one can easily sell his or her pi coins to investors who want to hold pi till mainnet launch.
This means crypto whales want to hold pi. And you can get a good rate for selling pi to them. I will leave the telegram contact of my personal pi vendor below.
A vendor is someone who buys from a miner and resell it to a holder or crypto whale.
Here is the telegram contact of my vendor:
@Pi_vendor_247
The Evolution of Non-Banking Financial Companies (NBFCs) in India: Challenges...beulahfernandes8
Role in Financial System
NBFCs are critical in bridging the financial inclusion gap.
They provide specialized financial services that cater to segments often neglected by traditional banks.
Economic Impact
NBFCs contribute significantly to India's GDP.
They support sectors like micro, small, and medium enterprises (MSMEs), housing finance, and personal loans.
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfpchutichetpong
The U.S. economy is continuing its impressive recovery from the COVID-19 pandemic and not slowing down despite re-occurring bumps. The U.S. savings rate reached its highest ever recorded level at 34% in April 2020 and Americans seem ready to spend. The sectors that had been hurt the most by the pandemic specifically reduced consumer spending, like retail, leisure, hospitality, and travel, are now experiencing massive growth in revenue and job openings.
Could this growth lead to a “Roaring Twenties”? As quickly as the U.S. economy contracted, experiencing a 9.1% drop in economic output relative to the business cycle in Q2 2020, the largest in recorded history, it has rebounded beyond expectations. This surprising growth seems to be fueled by the U.S. government’s aggressive fiscal and monetary policies, and an increase in consumer spending as mobility restrictions are lifted. Unemployment rates between June 2020 and June 2021 decreased by 5.2%, while the demand for labor is increasing, coupled with increasing wages to incentivize Americans to rejoin the labor force. Schools and businesses are expected to fully reopen soon. In parallel, vaccination rates across the country and the world continue to rise, with full vaccination rates of 50% and 14.8% respectively.
However, it is not completely smooth sailing from here. According to M Capital Group, the main risks that threaten the continued growth of the U.S. economy are inflation, unsettled trade relations, and another wave of Covid-19 mutations that could shut down the world again. Have we learned from the past year of COVID-19 and adapted our economy accordingly?
“In order for the U.S. economy to continue growing, whether there is another wave or not, the U.S. needs to focus on diversifying supply chains, supporting business investment, and maintaining consumer spending,” says Grace Feeley, a research analyst at M Capital Group.
While the economic indicators are positive, the risks are coming closer to manifesting and threatening such growth. The new variants spreading throughout the world, Delta, Lambda, and Gamma, are vaccine-resistant and muddy the predictions made about the economy and health of the country. These variants bring back the feeling of uncertainty that has wreaked havoc not only on the stock market but the mindset of people around the world. MCG provides unique insight on how to mitigate these risks to possibly ensure a bright economic future.
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
Getting the Governance you Deserve!
1. Getting the Governance You
Deserve!
Strategies to Invest in Board Leadership for
Sustainability and Growth
Presenters:
Melanie & Jason Friedman, Friedman Associates
2. Friedman Associates
• Our mission is to help MDOs and CDFIs to achieve your vision
for a sustainable and economically vibrant community – and
demonstrate the results that lead to increased funding and
long-term success.
• Areas of specialization include:
Product development and staff training in microfinance and
business development services
Developing systems for client tracking and program performance
Market Analysis and Capital Gap Analysis
Strategic planning
Board development
Fund development strategies
CDFI Certification and TA/FA Applications
3. What is Sustainability?
“Most CDFIs view sustainability as balancing a
focus on mission, organizational capacity and
capitalization such that a CDFI can sustain or
increase it's impact over time.”
Mary Reynolds Babcock Foundation, CDFIs: A Study on Growth and
Sustainability, June 2011
4. The Role of Governance in Sustainability
• A critical piece of the "sustainability puzzle" is
leadership, especially your Board of Directors.
• Demands for self-sufficiency and the need to
demonstrate mission-driven success prompts us to take
deliberate steps to increase the active governance of
our organizations and ensure for our own renewal and
development.
• In a recent study of CDFIs by the Mary Reynolds Babcock
Foundation, half of the ED’s surveys cited smart,
committed staff and board members as the most
essential catalysts for their own past growth.
4
5. You can avoid this…
“The motion has been made and seconded
that we stick our heads in sand”
“Perhaps it would help if I go over it one
more time”
6. Key Questions/Issues
• Our CDFI is changing and evolving but our Board has
not. How do we make the transition?
• How do you encourage more active board engagement?
• What is the process to build the capacity of our board?
• What tools can we use?
7. Our Agenda for Today
• Board Roles and Responsibilities
Normal Evolution of Nonprofits & Impact on Board Roles
Board Member Job Description & Annual Agreement
Differentiating Between Board & Staff Roles
• Ongoing Board Development
Identifying Board Development Needs Through SelfAssessment
Board Tool Needed for Excellent Governance
Board Composition, Recruitment & Training
7
9. Basic Roles and Responsibilities
• Define, protect and advance the mission
• Organizational ambassadors
• Safeguard assets (human, financial, property)
• Recruit, hire, support & review the ED
• Ensure adequate resources to carry out the mission
11. Normal Evolution of Nonprofits & Impact on
Board Roles
Stage I:
Organizing Board
Tend to be one of
two types: (1)
Following a founder
and passive or (2) a
group actively
working to get the
organization up and
running as hands-on
workers.
Stage II:
Governing Board
Board & staff
relations are better
balanced with board
focusing more on its
governance role,
establishes
committees to
organize the board's
work with focus on
policy & strategy .
Stage III:
Institutional
Board
Tends to be large
and shift to focus on
members with
capacity to give or
provide access to
funders.
Governance role is
well established &
formal.
12. Organization V. Board
Mode
Organization
Board
Start-Up
Establish programs, secure Hands-on, operational, focused
funding, prove viability
on Mission & program delivery
Adolescence Additional paid staff, grow Less day-to-day, various
community awareness
committee formation to fill
staffing gaps
Mature
Strategic growth,
improved operations,
diverse fundraising
Shift to governance/strategy
focus. Fundraising and board
recruitment become priority
Decline
Shift in community needs,
loss of funding, lack of
strategy or vision
Disengaged board or
disagreement on organizational
future, high-turn over
13. Lifecycle and Governance
• Good governance is understanding where your
organization falls in its cycle of development and how
to build capacity along the way.
• Board members and executive staff must work together
to articulate a vision for the organization at every stage
of the nonprofit’s life and find the best ways to make it
a reality.
• The role of the board will change in the organization’s
lifecycle. Accept it! Embrace it! Plan for it!
14. How Do You Make the Transition?
Phase
Board Roles
Start-Up
Clarify board member roles, responsibilities;
Create formal governance structure
Adolescence
Formalize board recruitment process;
Develop orientation & mentor program; Focus
on policies
Mature
Institute an annual board evaluation
Enhance board fundraising capacity
Enhance board committee structure
Decline
Re-energize or develop new board
Explore partnerships with others
Engage third party to mediate conflicts
15. “What I am I supposed to do on
this board?”
Tool: The Ultimate Board Member Job
Description and Annual Agreement
16. Board Member Job Description &
Annual Agreement
• Regardless of where you are in the
life cycle, it is critical that you have
a detailed board member job
description.
• Sample job description and annual
agreement.
• The job description is a tool for
engagement with board members.
• Identifies board responsibilities and
staff support.
17. Work towards…..
• Committees have chairs, job descriptions and work plans
with deadlines like staff.
• Each committee has a staff liaison.
• The Vice-Chair is responsible for obtaining committee
reports for Board meetings.
• The Executive Committee develops board meeting
agendas with ED.
• The Chair, and not the ED, holds board members
accountable for their work and meets with them
individually each year to review performance.
• The board conducts a self-assessment periodically.
20. Familiar?
• Lack of participation,
engagement
• Forgetfulness
• Weak leadership
• Drama/Gossip
• Great ideas, no follow
through
• Founder Syndrome
• Micro-management
• Stray from the core
• Lack of time
• Lack of understanding
21. I.D. Board Development Needs Through
Self-Assessment
• Establish a baseline in the
attitudes, perceptions and
experiences about board
participation and
functioning.
• We recommend an
anonymous board survey.
• Visual results
•
•
•
•
•
•
•
•
•
•
•
•
Board and staff roles
Policy making practices
Planning practices
Fiscal management practices
Fund raising practices
Board structure and practices
Board committees
Board meetings
Board Membership & Orientation
Board-Executive Relationship
Monitoring & Evaluation Practices
External Relations
22. The Tool for Excellent Governance
• Board Policy Manual (BPM): A thorough and
easy-to-use manual of board policies to orient
new board members and for continuous
education of existing board members.
• Orientation handbook that provides useful
information about the organization, board
structure and operations, and fellow board
members and staff.
• Indispensable working tool and a central resource
about the organization and the board.
23. Why the BPM?
• Efficiency of having all on-going board policies in one
place
• Ability to quickly orient new board members to
current policies.
• Elimination of redundant, or conflicting, policies over
time.
• Ease of reviewing current policy when considering
new issues.
• Clear, pro-active policies to guide the board and
staff.
25. Board Development Cycle: Board
Composition, Recruitment & Training
• The Board Development Cycle: A basic responsibility of
the board is to ensure its own renewal and
development. The board development cycle is one way
of describing the key steps in this process.
• Year round process.
26. Develop a Board Profile
• Develop a profile of the skills, qualities and knowledge
that the board will need in order to address the
challenges facing the organization in the next few
years.
• The board profile is a way of translating the
organization's strategic goals and priorities into a
description of the kinds of people who are needed for
the board.
• Please note that a board profile is much easier to
create if the organization has a vision and a strategic
plan. It is recommended that a board profile be
reviewed annually.
27. Create an Annual Board Calendar
• Governing boards have an annual agenda of things to
accomplish.
• Creating a work plan or annual calendar can help a
board get organized and manage its responsibilities
effectively.
• To get started, think about which activities are ongoing
and regular, which are annual, and which need
attention only occasionally.
• Take your board activities and procedures and map out
on the calendar.
28. For more information
Jason Friedman, Principal
Friedman Associates
www.friedmanassociates.net
jasonj@friedmanassociates.net
319-341-3556