Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Membership charities - leadership v. democracy?
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Rosaline Jenkins, Sustainable Funding Consultant, NCVO and Bill Phillips, Former Trustee of our case study
Hidden monsters - financial oversight and the role of trustees
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015
Philip KirkPatrick – Bates Wells Braithwaite; Mark Taylor – Lucas Fettes and Kate Sayer, Sayer Vincent
Stress testing your charity - risk management for trustees
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015
Emma Herbert, NCVO; Chinonso Denwigwe, BWB; and Ian Jospeph, Russam GMS & Trustees Unlimited
What every new trustee needs to know
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Alice Faure Walker, BWB
Trusteeship in context: Legal and regulatory update
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015. Paula Sussex from the Charity Commission presents on Trustees’ week 2015 launch and the commission’s view of trusteeship
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Justin Davis-Smith CBE, Executive Director Volunteering & Development, NCVO
Trusteeship and millennials - the changing face of volunteering
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Anne Moynihan, Senior Governance Consultant, NCVO; Lindsay Mitchell, Trustee & Chair of Governance Committee, NEBDN and Phil Hughes, Chief Executive, NEBDN
How to review and strengthen your governance
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Rosaline Jenkins, Sustainable Funding Consultant, NCVO and Bill Phillips, Former Trustee of our case study
Hidden monsters - financial oversight and the role of trustees
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015
Philip KirkPatrick – Bates Wells Braithwaite; Mark Taylor – Lucas Fettes and Kate Sayer, Sayer Vincent
Stress testing your charity - risk management for trustees
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015
Emma Herbert, NCVO; Chinonso Denwigwe, BWB; and Ian Jospeph, Russam GMS & Trustees Unlimited
What every new trustee needs to know
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Alice Faure Walker, BWB
Trusteeship in context: Legal and regulatory update
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015. Paula Sussex from the Charity Commission presents on Trustees’ week 2015 launch and the commission’s view of trusteeship
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Justin Davis-Smith CBE, Executive Director Volunteering & Development, NCVO
Trusteeship and millennials - the changing face of volunteering
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Anne Moynihan, Senior Governance Consultant, NCVO; Lindsay Mitchell, Trustee & Chair of Governance Committee, NEBDN and Phil Hughes, Chief Executive, NEBDN
How to review and strengthen your governance
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Nicola Grinstead, Chair & Anita Tiesson, CEO, World Association of Girl Guides & Girl Scouts
Chair and chief executive relationships - the most important relationship in an organisation?
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presentation from Trustee Conference, 7 November 2016
Simon Steeden, BWB
Chris Walker, NCVO
To find out more about our training and events, go to: https://www.ncvo.org.uk/training-and-events
Donor advised funds are a powerful philanthropic tool for those of modest net worth. It's also a way for nonprofits to form valuable collaborative partnerships with their donors.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Philip Kirkpatrick, BWB - The State of the Sector: Governance in Context
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
LCVS Strategic framework - our roadmap for the next 5 yearstonyosailing
This is the draft summary version of the LCVS strategic framework launched at the LCVS Big Event on 12 November 2014.
More information: info@lcvs.org.uk
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Nicola Grinstead, Chair & Anita Tiesson, CEO, World Association of Girl Guides & Girl Scouts
Chair and chief executive relationships - the most important relationship in an organisation?
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Presentation from Trustee Conference, 7 November 2016
Simon Steeden, BWB
Chris Walker, NCVO
To find out more about our training and events, go to: https://www.ncvo.org.uk/training-and-events
Donor advised funds are a powerful philanthropic tool for those of modest net worth. It's also a way for nonprofits to form valuable collaborative partnerships with their donors.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
Presented on Monday 2 November at NCVO/BWB Trustee Conference 2015.
Philip Kirkpatrick, BWB - The State of the Sector: Governance in Context
If you would like to find out more about our 2016 Trustee Conference email us at ncvoevents@ncvo.org.uk or call us on 020 750 3153.
Our annual series of charity seminars held across the region for trustees, chief executives and finance staff will focus on the main areas of risk facing charities; helping charities of all sizes and complexities to ensure that they have effective and robust governance in place to mitigate the risks their organisation faces.
LCVS Strategic framework - our roadmap for the next 5 yearstonyosailing
This is the draft summary version of the LCVS strategic framework launched at the LCVS Big Event on 12 November 2014.
More information: info@lcvs.org.uk
The presentation was a workshop at Evolve 2014: the annual event for the voluntary sector in London on Monday 16 June 2014.
The presentation was chaired by Anna Bloch from Charity Finance Group and shares highlights of how charities have adapted and are continuing to adapt to the climate, covering reductions in statutory funding and new fundraising strategies.
Find out more about the Evolve Conference from NCVO: http://www.ncvo.org.uk/training-and-events/evolve-conference
Find out more about the work NCVO does around funding: http://www.ncvo.org.uk/practical-support/funding
Want to know more about microfinance? Learn about the resources that help host and sponsor clubs establish and manage microfinance projects within their local or global communities, including the Microfinance Guide Book developed by the Rotarian Action Group for Microfinance and Community Development (RAGM). Our experts are here to answer your questions and provide support.
Are we Support Providers or Community Organisations? Kate Fulton nov 16Kate Fulton
A workshop I held in New Zealand in November 16 - hosted by Manawanui with Avivo.
A topic that I'm keen to explore further - are Support Providers simple suppliers or organisations supporting Community?
Alice Wiseman, Consultant in Public Health, Gateshead Councilbluestoneconsortium
Alice sets out the Council's priorities and calls for working together with the voluntary, community and social enterprise sector; at the launch of the Blue Stone Consortium on 1st February 2016
The presentation was a workshop at Evolve 2014: the annual event for the voluntary sector in London on Monday 16 June 2014.
The presentation was chaired by Craig Carey from Social Enterprise UK and looks what a social enterprise is and how to earn sustainable income.
Find out more about the Evolve Conference from NCVO: http://www.ncvo.org.uk/training-and-events/evolve-conference
Starting a First Nation’s Economic Development Corporation Workshop icablearning
Why an Economic Development Corporation? • Vision and Mandate • Legal overview • Structure • Functions- HR, operations, finance, marketing, and governance • Board strategy • Link to lands management
Why a Development Corporation? • Systematically remove barriers to development • Is a structure for accessing business opportunity • Structure to manage business, projects and distinguish from the FN Government • Separate risk from the FN
Emerging Hybrid Models: World Chambers CongressGreg Melia, CAE
A presentation on ACCE's Horizon Initiative: Chambers 2025 as well as examples and guidance for Chambers of Commerce considering modifying their membership and relationship structures. Presented at the 9th World Chamber Congress in Torino, Italy June 11 2015.
AAIW is now an official organization with a Board and an Executive Director. We have refreshed our mission, vision, and key attributes. We have also set priorities in terms of our target audiences, key value proposition, and a work program to achieve our goals. Finally, we are offering new ways to engage via regional teams and topic/sector focused action teams.
AAIW will be a key driver in shaping Wisconsin’s digital future. This document shares just a few details. We hope that you will share our excitement and join (or rejoin) our community!
Donald Jarvie presents on the importance of volunteering from a policy perspective. Donald is Head of Scotland's Future's Forum which was created by the Scottish Parliament.
Infrastructure in 2020: A force for good or a spent force is discussed by Tony Okotie, Chief Executive of Community Voluntary Action Tameside.
This presentation was given at the Evolve conference in June 2013.
Find out more about the Evolve conference: http://www.ncvo.org.uk/training-and-events/evolve-conference
Putting the Public into Public Services - #ppps14 Kathryn Wane
Slides from SCVO's Putting the Public into Public Services event held in Edinburgh on Friday 25th July. Contributions from: Katie Kelly, Strategic Manager of Vibrant Communities, East Ayrshire; Ella Simpson, Director at Edinburgh Council of Voluntary Organisations & Kevin Dicks, Chief Executive of Bromsgrove District and Redditch Borough Councils.
Similar to Membership charities - leadership v. democracy? (20)
A panel discussion considering what the future hold for charities and their governance, and how trustees can support their charities to survive and thrive.
Here we share our progress on updating the Charity Governance Code. Hear from the Code steering group about changes that are being made to the Diversity and Integrity principles following its refresh.
The panel will share some of the proposed changes to the Integrity principle, offering a preview of the updates. They will also reflect on findings from engagement and the extended consultation on enhancements to the Diversity principle. This will be an opportunity for the steering group to share their learning, having listened to a range of experiences. It is also an opportunity to discuss best practice which has been identified through the revision work. Finally, the group will offer an update on next steps on the Code's revision.
We’ve put together this video guide to using the governance wheel to carry out a board effectiveness review. It will be most useful for trustees or staff who are undertaking a board review for their own charity and want to know how best to use the governance wheel to support them in this.
As the charity sector continues to manage the impact of the pandemic, many charities are facing financial uncertainty. In this context many senior leaders, to ensure their charity’s sustainability, will be considering collaboration and merger. In this webinar, in association with Bates Wells, we aim to answer questions such as: When should a charity in crisis consider merging? What are the alternatives? How can you make the best decision for your organisation? You will also hear about a new online decision-making tool which will help organisations chart the options open to them in a tight financial spot.
Normal working practices have changed dramatically in a very short period. Most staff are still working remotely, and many organisations have made use of the furlough scheme. This has meant organisations are having to manage and support staff remotely; review some existing policies to ensure they are still fit for purpose; and manage with a reduced and rotating staff capacity. In partnership with our Trusted Supplier Croner, in this webinar we will be sharing good practice on managing and supporting staff in this new environment. We will be joined by Vicky Scott, Operations and HR Manager at Hackney CVS who will share the experiences and learnings of Hackney CVS in this new context.
The economic impact of coronavirus means that many voluntary sector organisations will be going through a period of significant change over the coming months. For many of the hardest hit charities, the process of restructuring and making redundancies will sadly be inevitable. In this webinar we help organisations prepare for this context.
Entering a new phase of the Covid-19 pandemic, with the option of returning to your workplace, has legal and practical implications for all charities. Employers need to be clear about what they are required to do to ensure the health and safety of their staff and volunteers. Employers are having to consider questions such as: what reasonable adjustments should employers make for their workforce in returning to a ‘new normal?’ How can we prepare for what lies ahead? In partnership with TrustLaw, in this webinar we aim to answer these questions. We will be joined by Sarah Valentine, Senior Associate at Eversheds Sutherland and Andrew New, Head of Education at St John Ambulance.
Slides from a webinar broadcast on 15 July 2020, sharing what volunteering organisations have learned since the lockdown in March.
Watch the full recording here: https://www.youtube.com/watch?v=HyFbDAtHHQo
Slides of NCVO webinar that took place on 24 June 2020 covering:
the general health and safety obligations to staff and volunteers, the key legal and practical issues employers need to consider and where to go for further support and guidance.
Watch the webinar: https://www.youtube.com/watch?v=RDBvyTIFTIc
Slides of the NCVO webinar that took place in June 2020 covering:
1) the role of the chair and the board in supporting organisations in the next phase
2) challenges and opportunities which the easing of lockdown presents for trustees
3) tips and resources to help boards plan in a period of significant change
Watch the webinar: https://www.youtube.com/watch?v=HaPktkiCRgo
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
Jennifer Schaus and Associates hosts a complimentary webinar series on The FAR in 2024. Join the webinars on Wednesdays and Fridays at noon, eastern.
Recordings are on YouTube and the company website.
https://www.youtube.com/@jenniferschaus/videos
What is the point of small housing associations.pptxPaul Smith
Given the small scale of housing associations and their relative high cost per home what is the point of them and how do we justify their continued existance
ZGB - The Role of Generative AI in Government transformation.pdfSaeed Al Dhaheri
This keynote was presented during the the 7th edition of the UAE Hackathon 2024. It highlights the role of AI and Generative AI in addressing government transformation to achieve zero government bureaucracy
Presentation by Jared Jageler, David Adler, Noelia Duchovny, and Evan Herrnstadt, analysts in CBO’s Microeconomic Studies and Health Analysis Divisions, at the Association of Environmental and Resource Economists Summer Conference.
Understanding the Challenges of Street ChildrenSERUDS INDIA
By raising awareness, providing support, advocating for change, and offering assistance to children in need, individuals can play a crucial role in improving the lives of street children and helping them realize their full potential
Donate Us
https://serudsindia.org/how-individuals-can-support-street-children-in-india/
#donatefororphan, #donateforhomelesschildren, #childeducation, #ngochildeducation, #donateforeducation, #donationforchildeducation, #sponsorforpoorchild, #sponsororphanage #sponsororphanchild, #donation, #education, #charity, #educationforchild, #seruds, #kurnool, #joyhome
This session provides a comprehensive overview of the latest updates to the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (commonly known as the Uniform Guidance) outlined in the 2 CFR 200.
With a focus on the 2024 revisions issued by the Office of Management and Budget (OMB), participants will gain insight into the key changes affecting federal grant recipients. The session will delve into critical regulatory updates, providing attendees with the knowledge and tools necessary to navigate and comply with the evolving landscape of federal grant management.
Learning Objectives:
- Understand the rationale behind the 2024 updates to the Uniform Guidance outlined in 2 CFR 200, and their implications for federal grant recipients.
- Identify the key changes and revisions introduced by the Office of Management and Budget (OMB) in the 2024 edition of 2 CFR 200.
- Gain proficiency in applying the updated regulations to ensure compliance with federal grant requirements and avoid potential audit findings.
- Develop strategies for effectively implementing the new guidelines within the grant management processes of their respective organizations, fostering efficiency and accountability in federal grant administration.
1. Organised by: Lead Partner:
Media Partner:
Sponsors:PM6: MEMBERSHIP CHARITIES:
LEADERSHIP V. DEMOCRACY?
2 NOVEMBER 2015
Drinks sponsor:
2. LEADERSHIP V DEMOCRACY
• What is a membership charity?
A charity with a membership that goes wider than the board.
Two types of members – with our without constitutional voting rights.
4. model a) model b)
4
FOUNDATION MODELS
Trustees
Charity
Members
The same
people
Charity
Trustees
Member
(may not,
but could,
be a trustee)
LEADERSHIP V DEMOCRACY
6. LEADERSHIP V DEMOCRACY
• Unincorporated association
• CIO – Charitable Incorporated Organisation
• CLG – Company limited by guarantee
• Royal Charter Body
• Industrial & Provident Society
In all types of structures members may have greater or fewer rights
and responsibilities.
6
ASSOCIATION MODEL - STRUCTURES
7. LEADERSHIP V DEMOCRACY
• Language of “membership” can be confusing
• Affiliation/identification/participation – supporters, friends, alumni,
donors, volunteers
• Representative/democratic rights to: vote
appoint/remove trustees
attend general meetings
call meetings and put resolutions
• Sometimes different classes of members
- honorary, life etc.
- eligibility criteria (must be chartered architect to be full RIBA member)
7
WHAT’S IN A NAME?
8. LEADERSHIP V DEMOCRACY
• Organisational – external
• Organisational – part of family (but note that branches may be part
of same structure)
• Individuals – Amnesty, FOE, RSPCA
8
TYPES OF MEMBERS
9. LEADERSHIP V DEMOCRACY
Constitutional/voting membership brings:
• A representative/democratic element to governance & a
campaigning platform for membership
• Greater likelihood of transparency & accountability?
• Greater potential to understand beneficiaries/grass roots
• A pool for recruitment of potential trustees
• Possible income generation from membership fees
9
LEADERSHIP V DEMOCRACY
10. LEADERSHIP V DEMOCRACY
• Risks of large membership → dissatisfaction leading to escalation
→ Charity Commission
• Focus on democracy at expense of mission (a diversion away from
purpose)
• Administrative costs
• Do supporters want rights? Lassitude can leave control to the
few/infiltrators
• Greater risk of factional disputes
10
IS IT POSSIBLE TO DISPENSE WITH THE BAD & KEEP THE
GOOD?
11. LEADERSHIP V DEMOCRACY
• CLG/unincorporated association – is there a duty on members to
act in the best interests of the charity?
• CIO – constitutional duty
• Conflicts of interest (members as trustees)
- if elected by a constituency (e.g. a region) must still act in the
charity’s interest
- trustees must exercise independent judgement
(personal interests should not override)
11
DUTIES OF MEMBERS
12. LEADERSHIP V DEMOCRACY
• Policies and codes of conduct
• Grievance procedure/mediation
• Professional code issues
• Suspension/expulsion
12
DEALING WITH DIFFICULTIES
13. LEADERSHIP V DEMOCRACY
• Duty to act in the interests of the charity = duty to avoid conflict
of interest
• Disclose interest
• Manage interest
13
CONFLICTS OF INTEREST POLICY
14. LEADERSHIP V DEMOCRACY
• Moving from federated structure to one national body or,
conversely, empowering local organisations
• Move from all-elected board to hybrid (part elected, part co-
opted)
• Candidates for election to be approved by nominations
committee
• Converting voting members into non-voting “supporters”
• Clarifying circumstances in which members can be removed
• Use of dual structure – one membership, and one not
14
CAN YOU CHANGE YOUR STRUCTURE?
15. LEADERSHIP V DEMOCRACY
Issues to consider, whether or not the organisation is democratic:
• Cultural issues:
– building trust between trustees and members
– professional bodies (separating governance from conduct
issues)
– encouraging participation to enable representation (and board
diversity)
15
16. LEADERSHIP V DEMOCRACY
• Structural issues:
– ensuring members & trustees understand their role
– keeping your constitutional mechanisms up to date
- quorum at 10% or 100%
- procedures for appointing members
- proxy votes & mandating)
16
17. LEADERSHIP V DEMOCRACY
• Administrative issues
– Keeping list of members up to date
– Charity Commission power to determine who the members are
– Clear procedures which are adhered to, to avoid abuse (e.g.
notices for AGMs)
17
19. • 62 years old and well established charity
• Company limited by guarantee
• Federated structure of 201 branches – all independent charities
• Huge and passionate volunteer powered organisation (21,400)
• Volunteer led
• Central charity of 100 staff
LEADERSHIP V DEMOCRACY
SAMARITANS - A CASE STUDY
20. • Moved from a Board of 235 in 2005/6 to Board of 15 trustees
• Created Council of Samaritans (235 volunteers)
• 13 regions, spanning UK and RoI
• Council has the right to remove the Board
• Chair of Board is Chair of Council
• All other trustees are not members of Council
LEADERSHIP V DEMOCRACY
SAMARITANS GOVERNANCE
21. • 2009-2015 strategy designed to help organisation explore its
potential
• Previous five years had been very challenging
• 5 CEOs; new governance arrangements; loss of focus; founders
death
• The strategy gave us a platform to move forward and realise our
potential
• Real leadership v democracy tensions
LEADERSHIP V DEMOCRACY
SAMARITANS JOURNEY 2009-2015
22. LEADERSHIP V DEMOCRACY
We used the 2009-2015 strategy to;
• establish strong leadership from within the organisation
• listen to the ‘members’, even when we had differing ideas and
views and then demonstrated we had heard
• developed a bank of evidence to back up future plans
• celebrated our success collectively
• openly discussed the challenges
• made decisions and were accountable for them
WHAT DID WE DO?
23. • Strategic objectives were aspirational
• To achieve these we need to work more coherently and pull in the
same direction
• Tested ways of working against best practice and found wanting (in
our culture, governance, finance, processes and structures)
• Risks of not changing
LEADERSHIP V DEMOCRACY
WHY WE NEEDED TO CHANGE OUR WAYS OF WORKING TO
MEET CALLER NEEDS
24. • Living by shared values
• Common direction based on shared priorities
• Clear decision making
• Joined up fundraising plans
• Systems to measure, monitor and improve the service
• Adhering to federation policy and positions
LEADERSHIP V DEMOCRACY
EXAMPLES OF CRITICAL SUCCESS FACTORS FOR A
FEDERATION
25. • Swifter decision making
• Support volunteers and branches better
• Raise more funds to invest more in the service
• Clarify roles and responsibilities – volunteers/staff
• Slicker processes
• Common direction based on shared priorities and values
• Innovation
LEADERSHIP V DEMOCRACY
EXAMPLES OF WHERE WE NEEDED TO IMPROVE
26. • One organisation – two ways of belonging
• Streamlining governance and clarifying roles and responsibilities
• Adjusting financial model and building revenue development plan
• Focusing on innovation and improving the service
• Working together as one organisation
LEADERSHIP V DEMOCRACY
KEY COMPONENTS OF THE CHANGE
27. • Common currency – meeting the needs of the caller
• Linking all changes to the caller
• Answering the ‘so what’ and ‘why’ questions again and again and again
• Continuous communication and engagement – massive effort in both
time and resources
LEADERSHIP V DEMOCRACY
THE HEARTS & MINDS CHALLENGE
28. Samaritans Vision: to reduce suicide through
• Improving quality and consistency of service
• Improving access to our services
• Stronger external influence and connections
• Improved collection and use of evidence
LEADERSHIP V DEMOCRACY
THE 2015-21 STRATEGY IN A NUTSHELL
29. • Leaders, ultimately accountable for the charity
• Working closely with CEO and senior team to bring clarity and
credibility to the leadership
• To establish the ‘one organisation plan’ – set strategic direction
• Focus on big picture and the services/mission
• Ensure realistic financial plans in place
• Clarity about what you are not going to be doing and why!
LEADERSHIP V DEMOCRACY
THE ROLE OF TRUSTEES
30. • Set a plan for winning hearts and minds (cultural competencies &
differences)
• Communicate clearly about the future in right language
• Be prepared to change course, modify thinking
• Gather others around you who can support your endeavours
• Be transparent and honest as people genuinely appreciate this
approach albeit it may not feel it at the time!
LEADERSHIP V DEMOCRACY
THE ROLE OF TRUSTEES
31. • Change is a long haul and requires determination and clarity of
end destination is key
• Importance of openness, belief and inspiration
• ‘Can do’ people
• The service/mission has to be the driver(foundations/point of
reference)
• Work with organisation’s culture...don’t fight it
• Silos are a disaster
• Don’t get bogged down in the weeds
LEADERSHIP V DEMOCRACY
LESSONS FOR ME
These are just six of the 14 against which we assessed ourselves. We are not unique as an organisation and many of the challenges we face are common to many organisations like us
Ward to add words explaining the framework and why it is robust …..and then how we fall a little short on these six which are just examples
These are just six of the 14 against which we assessed ourselves. We are not unique as an organisation and many of the challenges we face are common to many organisations like us
Ward to add words explaining the framework and why it is robust …..and then how we fall a little short on these six which are just examples
One aspect of change concerns structures…..and I know this is major interest to branches. Actually it is no more or less important than other aspects of change……but it is sensitive and therefore
Two means of belonging – either through affiliation or joining Combined Central Charity (‘CCC’). This recognises branches different strengths and weaknesses and their different needs…
Branches being equal…. That is re status and their stake in the One Organisation
Incorporated will limited liability of trustees in affiliated branches. Branches can then own their own property, and contribute to costs of service provision from CCC
For branches joining the CCC, the look and feel from volunteers’ perspective will be maintained
Streamlined governance arrangement and establishment of Regional Councils will strengthen volunteers stake in the organisation
One aspect of change concerns structures…..and I know this is major interest to branches. Actually it is no more or less important than other aspects of change……but it is sensitive and therefore
Two means of belonging – either through affiliation or joining Combined Central Charity (‘CCC’). This recognises branches different strengths and weaknesses and their different needs…
Branches being equal…. That is re status and their stake in the One Organisation
Incorporated will limited liability of trustees in affiliated branches. Branches can then own their own property, and contribute to costs of service provision from CCC
For branches joining the CCC, the look and feel from volunteers’ perspective will be maintained
Streamlined governance arrangement and establishment of Regional Councils will strengthen volunteers stake in the organisation
We will be a stronger and more united organisation better able to deliver an excellent service to our callers
We will be a stronger and more united organisation better able to deliver an excellent service to our callers