https://bloomerang.co/resources/webinars/ Boards that are engaged and effective are critical to sustainable organizations. In this fast-paced webinar, Susan Schaefer and Bob Wittig will focus on what is feasible, how long progress will take, and who is responsible for each step. Candor will be our guiding principle. We’ll also touch on the issues that vex boards the most and offer practical solutions.

1. How We Did It –
An ED / Board Chair Duo
Share Lessons,
Confessions, and Tools to
Fix What Ails Your Board
10/29/15
1pm Eastern
The presentation will begin shortly.

2. Before We Get Started
3
This presentation is being recorded!
The recording and slides will be emailed to you
later this afternoon.
Please chat in any questions for our guest.
We will answer them in the formal Q&A session
at the end of the presentation.

3. 3

4. 3
Our guest presenters »
Susan Schaefer, CFRE & Bob Wittig, MBA

5. How We Did It: A ED-Chair Duo
Share Lessons, Confessions, and
Tools to Fix What Ails Your Board
Bloomerang
Susan Schaefer and Bob Wittig
October 29, 2015

6. Poll
How many here are executive directors/CEOs
versus
board chairs/aspiring board chairs?
Bloomerang
Nonprofit Board Service for the GENIUS

7. Bloomerang
Nonprofit Board Service for the GENIUS

8. Bloomerang
Nonprofit Board Service for the GENIUS

9. Great vision without great
people is irrelevant.
-Jim Collins
Bloomerang
Nonprofit Board Service for the GENIUS

10. Culture
Finances
Fundraising
Recruitment
Leadership
Strategic planning
Bloomerang
Nonprofit Board Service for the GENIUS

11. How we worked together as
executive and chair
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Nonprofit Board Service for the GENIUS

12. Expectations Are Everything
• Set them early
• Be specific
• Do not undersell the commitment you need
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Nonprofit Board Service for the GENIUS

13. The Nitty Gritty
 Tough, respectful conversations
 Schedule of regular dialogue
 Pre-board meeting duties
 Respect each other’s time
 Set a vision
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Nonprofit Board Service for the GENIUS

14. Establish a vision
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Nonprofit Board Service for the GENIUS

15. Be specific about your needs
Strengths
Weaknesses
Needs
Communication
Roles
Bloomerang
Nonprofit Board Service for the GENIUS

16. Supporting the ED
 Be a model board member.
 Know your role.
 Prioritize performance
evaluations.
 Provide balanced feedback.
 Continue to learn…
about your ED and your role as chair.
 Take yourself out of the equation.
Bloomerang
Nonprofit Board Service for the GENIUS

17. Supporting the Chair
 Communicate a strong vision.
 Steer the board’s focus.
 Help direct the leadership
pipeline.
 Assist with board management.
 Encourage opportunities for
professional development.
Bloomerang
Nonprofit Board Service for the GENIUS

18. Favorite Planning Tools
Mission and vision statements
Strategic plan
Board commitment form
Individual board member
fundraising plans
Bloomerang
Nonprofit Board Service for the GENIUS

19. Keep the big picture in mind:
the mission
Insist upon respectfulness and
trustworthiness.
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Nonprofit Board Service for the GENIUS

20. Thank You!
Susan Schaefer, CFRE, Principal, Resource Partners LLC
ResourcePartnersOnline.com
Bob Wittig, Executive Director, Jovid Foundation
bobwittig@gmail.com
nonprofitboardgenius.com
Bloomerang
Nonprofit Board Service for the GENIUS

21. Questions?

22. https://bloomerang.co/resources
•Nonprofit Wrap-­‐Up
•Bloomerang TV
•Bloomies
•Daily blog post
•Weekly webinars
•Downloadables

23. Upcoming webinars »
https://bloomerang.co/resources/webinars/
The Power of Thank You
Wednesday, Nov. 4th – 1:00pm Eastern
Pamela Grow