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Peter Zehren.BD DVSTY & RV-5.21.15
This document discusses the benefits of board diversity for non-profit organizations. It argues that board diversity can strengthen revenue in three ways: 1) by building stronger boards through recruiting new members, balancing idea leaders, and team building activities; 2) through a case study that shows how increasing board diversity and engagement helped increase fundraising for a non-profit by 400%; 3) by framing board recruitment as an "invitation" to build a team. It also presents a board diversity impact grid to understand how different professions may view the organization differently and how to engage them. The overall message is that board diversity can provide new perspectives and ideas to strengthen an organization's work and fundraising.
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- 1. What Does Board DiversityHave to Do With Revenue? Z E H R E N C O N S U L T I N G N o n p r o f i t M a n a g e m e n t a n d L e a d e r s h i p © 2015
- 2. Take Aways 1.Building StrongerBoard 2.Diversity Strengthens Revenue 3.“Invitation” to Build a Team 4. Board Diversity Impact Grid Zehren Consulting ©2015
- 3. Building Stronger Boards TakeAway1 ZehrenConsulting ©2015
- 4. What Do StrongBoards Look Like? Zehren Consulting ©2015
- 5. What Do StrongBoards Look Like? Agree with CEO Focus on Finance Great Attendance 100% Giving Zehren Consulting ©2015
- 6. What Do StrongBoards Look Like? • Disagree with CEO • Focus on Investing • Challenge Ideas • 100% Support Zehren Consulting ©2015
- 7. What Do StrongBoards Look Like? Agree with CEO Focus on Finance Great Attendance 100% Giving • Disagree with CEO • Focus on Investing • Challenge Ideas • 100% Support Zehren Consulting ©2015
- 8. A Strong Boardis a Diverse Board Sharpens Ideas Views Challenge Differently Challenges The Way of Thinking Zehren Consulting ©2015
- 9. Steps to BuildingStrong Boards Zehren Consulting ©2015 1. New Members 2. Balance Idea Leaders 3. Team Building 4. Diverse Perspectives
- 10. New Members Zehren Consulting©2015 STEPONE • Energize the Group • Force Re-examination • Recruit With Purpose (Who do we know? vs. Who do we seek out?) • New Member On-boarding
- 11. Balance Idea Leaders ZehrenConsulting ©2015 STEPTWO • Imagine the possible • Open the space for ideas • Where do great ideas come from? • How many idea leaders are enough?
- 12. Team Building Zehren Consulting©2015 STEPTHREE • What questions should we ask to build conversation? • Ask actionable questions • Listen: don’t plan how to react • Dialogue vs. Conversation
- 13. Actionable Question An actionablequestion begins to shift the way we perceive or think about something – and that might serve as a catalyst to bring about change. —– Warren Berger Zehren Consulting ©2015
- 14. Diverse Perspectives Zehren Consulting©2015 STEPFOUR • Who do we want at the table? • How do they see our vision? • How do we view our organization? • How does the outside world see us?
- 15. Diversity Strengthens Revenue TakeAway2 ZehrenConsulting ©2015
- 16. CASE STUDY: TheOrganization • Community Housing LMI families should own the homes they live in. • NYC with satellite branches in each of the five boroughs • 25 Year Anniversary Zehren Consulting ©2015
- 17. CASE STUDY: BoardComposition • Over 51% from Community Served • Bankers: Assigned • Government Agency • Satellite Board Chairs Zehren Consulting ©2015
- 18. CASE STUDY: TheChallenge • Attitude Neutral • Engagement Off • Gala Fundraising Low Zehren Consulting ©2015
- 19. CASE STUDY: ATTITUDE •Attitude Neutral • Not Personally Invested • Felt Staff Responsible • Unwilling to Put in a lot of Time Zehren Consulting ©2015
- 20. CASE STUDY: ENGAGEMENTOFF • No Fun Opportunities • Lack of Organizational Understanding • Uncertain of Time Commitment Zehren Consulting ©2015
- 21. CASE STUDY: GALAFUNDRAISING LOW • Board Did Not Give • No One Wants to Ask • Connections With Goal and Board Missing • Last Years Worker Out Zehren Consulting ©2015
- 22. CASE STUDY: THEPLAN • Bring on New Members • Increase Engagement • Listening to Ideas • Set Own Goals • Support Board • Explain Fundraising Cycle • Collaborate on Strategy Zehren Consulting ©2015
- 23. CASE STUDY: FUNDRAISINGCYCLE ©2015 Saad & Shaw Key Reminders: • Ask Only 2-3% of the whole cycle. • Most People Are Comfortable Talking About Organization Zehren Consulting ©2015
- 24. CASE STUDY: THERESULT • All Members Engaged • New Gala Sponsors • Raised 400% More Than the Previous Year! Zehren Consulting ©2015
- 25. TakeAway3 Zehren Consulting ©2015 “Invitation”to Build a Team
- 26. We begin withthe belief that the commitments and interest of each of us have to be honored and taken into account by all. Zehren Consulting ©2015
- 27. Why an Invitation? •Invite board members to be part of the dialogue • Everyone’s input sought • All responses honored Zehren Consulting ©2015
- 28. Everyone Leads “The taskof leadership is to provide context and produce engagement.” Zehren Consulting ©2015 Peter Block– Community Builder
- 29. Tribal Context Zehren Consulting©2015 Seth Godin– Marketing Guru “A leader tightens the tribe… finds areas of common interest then gets out of the way.”
- 30. EXERCISE: Getting toKnow You Zehren Consulting ©2015 1. What is the commitment that holds you here? 3. What organizational story do you tell others? 5. Tell me something about you no one knows. Handout
- 31. EXERCISE: Introduce EachOther Zehren Consulting ©2015 • I’d like you to meet….. • She/he loves their organization because…. • One thing we may not know about her/him is….
- 32. EXERCISE: Report Back ZehrenConsulting ©2015 • What did you learn about the process? How did it feel? • What did you learn about yourself? • What did you learn about the others?
- 33. Board Diversity ImpactGridTakeAway4 Zehren Consulting ©2015
- 34. What Motivates BoardMembers? Zehren Consulting ©2015 • Why serve on this board? • What are you passionate about? • How do you want to help “change the world” through our organization?
- 35. Engaging Board Members ZehrenConsulting ©2015 • Listen to them • Site tours • Mission moment • Pair them at events
- 36. Engagement Tips From AffinitySession Zehren Consulting ©2015 • Write Thank You Notes • Make Phone Calls • Ask Them: Why Are You Here?
- 37. How Do TheySee Your Organization? Zehren Consulting ©2015 • Resume point • Work through grief • Help the community • Venue to show leadership • Use their expertise
- 38. PROFESSION PERSPECTIVE APPROACH ArchitectBuilding Design a construct Social Media Director Connecting Share information Entrepreneur Business Serve a consumer need Venture Capitalist Investment Opportunity for growth Artist Creative Foster inspiration Government Process Fair resource allocation Banker Financial Bottom line ROI Doctor Healing Fix or stop the bleeding Impact Grid Zehren Consulting ©2015
- 39. THE ART OFCONVERSATION • Thinking for Yourself • Change the Way We See the World • Two Thoughts Can Build a Stronger New Idea Zehren Consulting ©2015
- 40. Diversity by Age 2% 12% 29% 43% 14% Under30 30 – 39 40 – 49 50 – 64 Over 65 BoardSource Nonprofit Governance Index 2010
- 41. Diversity by Race 84% 8% 4%3% 1% White African American Hispanic Asian Other BoardSource Nonprofit Governance Index 2010
- 42. Diversity by Gender 52% 48% Male Female BoardSourceNonprofit Governance Index 2010
- 43. Take Away Review ZehrenConsulting ©2015 1.Building Stronger Boards 2.Diversity Strengthens Revenue 3.“Invitation” to Build a Team 4. Board Diversity Impact Grid
- 44. Final Thoughts • KnowingYourself is About Openness • Let Go of Ego and See Best Ideas • Activating Members Means Listening and Letting Them Do on Their Own Zehren Consulting ©2015
- 45. Peter Zehren XMPA zehrenpeter@gmail.com 262880-1270 Z E H R E N C O N S U L T I N G N o n p r o f i t M a n a g e m e n t a n d L e a d e r s h i p © 2015 Questions?