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Setting
    the      Board Development Training


  Course


Part 1 a
The Board Member’s Role
I. What is a Board Member? (Trustee)


A trustee one to whom something is
entrusted, or, more specifically, a member
of a board elected or appointed to direct
the funds and policy of an organization.
Such a high honor, but surely the modern-day
   CEF Board Member (Trustee) must be
          possessed of two things:

1. A sense of genuine responsibility and an
    extraordinary personal commitment to the
    overall welfare of the organization; and

2. A ready willingness to devote time, talent and
   treasure (or work, wisdom and wealth). Put a
   little differently, to work, to give and to give
   good advice (give, get or get off!).
In the past, Board Members have been
viewed as advisors or even watchdogs. Their
principal role has been to hold the line and react
cautiously. Today, the traditional role is needed,
but the Board Member must play
______________, _______________________!
    an active     positive role by initiating
REMEMBER
Modern day circumstances will not permit us simply to react
                    We must initiate

    It is not a matter of lending one’s name or prestige
                 We must role up our sleeves

            We do not just hold public trust
         We must build trust for our organization

                      It is an honor
                  But it is not honorary.
II. The Board Member’s General Role



 A. Responsibilities
      As “leaders” of the institution, State Board
      Members have four main responsibilities:
1. Management
   Select and appoint the Director, support him/her and assess
   his/her performance.
2. Mission
   Define the concept of the institution (clarify the mission),
   establish goals, and approve long-range plans for
   reaching those goals.
3. Relationship
   Take the lead in establishing positive relations both
   inside (staff) and out (general public). This is done
   through fully understanding the organization and
   promoting with a passion.
4. Finance
   Assume responsibility for financial well-being by
   assuring the integrity of financial management and by
   taking the lead in raising funds necessary to fulfill the
   mission.
B.    Selection
The key to a good State Board obviously begins
with the selection process. A sub-committee
called, _________________________
           the Nominating Committee
should:

1. Be a standing committee, operating a
   _______________ talent search and not
    “ continuous”
   on a “last-minute” basis.
2. Know the type people needed: men and
   women with
    a. __________________
        experience
    b. __________________
        background
    c. __________________
        ability
    d. __________________
        interest
    e. __________________
        resources
    f. __________________
        desire
    g. _______________ necessary to lead and
        Personal qualities
         strengthen the organization
     h. ____________________ of salvation and God’s
          A personal testimony
         calling
3. Take into consideration

    a. Age
    b. Availability to attend meetings
    c. Skills and talents each member would bring to the
         Board. (Also, specific leadership qualities)
                                 support
    d.Ability and desire to ____________ the ministry and
         to effectively ____________ ____.
                           secure other gifts
IMPORTANT
These various criteria are rarely
found in any one Board Member;
however, several of these should
be available in each.
4. Take into consideration various “interests”
   members would represent and resources they
   would bring; also, geographical location may
   be important.


 5. Work very closely with the Director; and
    he/she must be “comfortable” with each State
    Board Member chosen.
How To Search for Potential Board
            Members
   Prospective Board/Committee Members Discussion
1) Share your heart and vision for reaching children with
   the Gospel.
2) Share the accomplishments the ministry has made.
3) Communicate the ministry’s vision for the future, i.e., “It
   is our goal within the next five years to have an After-
   School Good News Club in every elementary school.”
4) Be passionate about your ministry!
5) Let them know why you have chosen them as a
   potential board member—what special qualities they
   possess.
6) The ministry is looking for responsible people with
   extraordinary personal commitment.
7) We need people who will devote time, talent and
   finances to the ministry.
Be Willing To Tell The Requirements

    1) Minimum of 3 years service;
    2) Serve because they have specific skills
       and business expertise;
    3) Come to all meetings and functions;
    4) Give of their valuable time (10-15 hours a
       month/more if retired);
    5) Share their talents;
6) Set the example by giving financially;
7) People who will be a strategizer; visionary, or
   idea person;
8) Not involve themselves in details;
9) They are to evaluate and help solve problems;
10) They should be an ambassador for the ministry;
11) They must recruit their replacement when their
   term is up.
Inform With Areas Of Involvement

1) Management: Help select and appoint staff, support
   and assess their performance.

2) Mission: Keep the ministry focused on its mission;
   establish goals; and approve long-ranged plans for
   reaching goals.
3)      Relationship: Take the lead in establishing positive relations
both inside (staff) and the general public. This is done through fully
understanding the organization and promoting it with a passion.

4)      Finance: Assume responsibility for financial well-being by
assuring the integrity of the financial management and by taking the
lead in raising funds necessary to fulfill the goals of the ministry.
IMPORTANT
Individual State Board Members
  should be selected on the basis
of their interest in and dedication to
  the total organization.
C. Orientation and Training
Too often new members come aboard with little explanation
of the Organization’s chief role.
Needed:
 1. Period of day or two for orientation of new
    members. They should meet with key people from
    the organization and there should be ample
    opportunity to talk as well as listen.

 2. Pamphlets or written information covering wide
    range of data (include their responsibilities and
    what’s expected) are often desirable.
IMPORTANT
Too often there is no training of new Board
Members. Toward the end of each calendar
year there should be an effort to recruit new
board members. Further, there should be
regularly scheduled training and orientation of
those members in January of the following
year.
Needed:

 1.   Continued education as to their role and responsibility
      through communication with _________
                                    director
         and sometimes chairman
      (________________________).


 2. Retreats (separate or in conjunction with normal
    meeting) as needed to continue or revitalize interest.
    This is probably more effective when conducted away
    from the usual meeting place, therefore making it
    “special.”
3. All publications, periodicals and appropriate reports
   should be sent to members.

4. Anything done to keep their interest level high and the
   organization in the forefront of their minds (remember,
   these are, or should be, busy people who have much to
   occupy their minds).
                                                thanked
5. Perhaps most important, they should be ____________
    often and sincerely for all their contributions as Board
    Members.
IMPORTANT
State Board Member leadership makes the
difference to an organization between
 mediocrity
_________, and
_____________________________________
 excellence -- and even between oblivion and
_________.
 survival
D. Term of Office
How Determined?          Two basic ways:
1. Careful soul searching by the Board itself as to
   performance of its members, and then a tough
   committee, after much study, thought and prayer,
   should make recommendations for the continuation or
   termination of service of individual Board Member.
2. Require rotation off the Board
   (__________________________________)
      after 2 - (3) year consecutive terms
   then, at least _________________ before
                     1 year off
   Being eligible to return.
Obvious pros and cons come to mind
in both methods. CEF recommends
   that number two is best for this
 organization because number one
    probably would not be done.
III. The Board Member’s Development Role


 Whether or not the Board Member should be
                                           not
 involved in development activities is __________
 a legitimate question. He ________________ be,
                                must
 at some level, or he should not be a Board
 Member. It has been rightly said, “You are a
                    there is money to be raised
 Board member ________________________.
 “Go and do it.”
A. Basics
The Board Member must/should:
1. Know what his/her responsibilities are in _____________
                                               fund raising
   and be trained to carry them out.
                         planning process
2. Be involved in the __________________ with staff by
   putting the plan together in written form (so as to create
   ownership);
                    by giving
3. Lead the way ______________ of one’s resources as the
   Lord prospers;
4. Speak to others (friends and associates) about the
                                 potential donors
   organization, especially _________________________;
prospects
5. Make a list of _______________;
           cultivate
6. __________________________ prospects;
7. _________________________ prospects along with the
              solicit
    director;
                          volunteer
8. Take the lead as a _______________ when asked;
9. Motivate and direct others to see the _________ of the
                                           need
   organization;
10.____________ donors in whatever way asked as well as
       Thank
    spontaneously.
B. Cultivation of Major Gifts
The role of the Board in development takes on special
meaning when we realize that the most important
foundation in a good fundraising program is the cultivation
          major donors and special gifts
of _________________ ____________________. In a
real sense, only a few donors provide
        bulk
___________________ of the total need. This is true in
almost every case from colleges, churches, ministries and
other non-profit organizations.
The 80/20 Rule

Traditionally, it has been thought that 80% of the total
money raised is contributed by 20% of the donors.
Such is probably an understatement when in actuality
90/10 or even 95/5 would be closer to the truth. This
means the Board Member must put their
                                most money
_______________where the ______________ is (stay
   best effort
with the big givers).
IMPORTANT
 Does it now follow, then, that a
proportionate share of resources
(staff, time and budget) should be
allocated accordingly?
Setting
    the        Board Development Training


  Course


Part 1 b

The Board Member’s Role:
 Involvement
Involvement: Expectations
Promote Child Evangelism Fellowship®
Do fund-raising
  •Financial planning
  •Praying
  •Personal giving
  •Personal contacts
  •Representing CEF in churches
  •Fund-raising events
Encourage the staff by:
  •Praying
  •Dinner invitations
  •Sending cards
  •Baby sitting staff members’ children
  •Giving compliments
  •Financially support the ministry
  •Listening
Prepare for the meeting
  •Before the meeting
      •Read, make notes, be familiar
  •Between the meetings
      •CEF Web site: cefonline.com
      •Preparation = time effectively used in
      meetings
Other Ideas
  •Work with the children
  •Use your computer skills
  •Organize activities
  •Help with training classes
  •Share business knowledge
  •Recruit others to help
  •Be an example of service to others
Evaluation
  •Fill out the evaluation form
  •Address necessary changes
Relationships
  •Ministry involvement requires teamwork
  •Broken relationships caused 60% of
  missionary failures
  •Address disagreements quickly
Ways You Can Help Your
     Local CEF Chapter
Help with planning and setting up for a banquet or conference.

Teach or help at a Good News Club in a school, home or day
care center.

Host a 5-Day Club in your home.

Distribute Gospel packets at fairs, carnivals, parades and other
outreaches.
Man CEF booths at fairs, conferences, mission conferences.

Promote the ministry.

Give time using your expertise in computers, car repair,
property maintenance.

Call donors to show appreciation for their support.

Help at Camp Good News as a teacher, helper, nurse or bus
driver.

Help collate mailings, newsletters or training materials.
Offer to transport summer missionaries to 5-Day Clubs for a
week.

Spend a day in the office answering the phone, filing papers,
making copies.

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W E B Committee Training Part 1

  • 1. Setting the Board Development Training Course Part 1 a The Board Member’s Role
  • 2. I. What is a Board Member? (Trustee) A trustee one to whom something is entrusted, or, more specifically, a member of a board elected or appointed to direct the funds and policy of an organization.
  • 3. Such a high honor, but surely the modern-day CEF Board Member (Trustee) must be possessed of two things: 1. A sense of genuine responsibility and an extraordinary personal commitment to the overall welfare of the organization; and 2. A ready willingness to devote time, talent and treasure (or work, wisdom and wealth). Put a little differently, to work, to give and to give good advice (give, get or get off!).
  • 4. In the past, Board Members have been viewed as advisors or even watchdogs. Their principal role has been to hold the line and react cautiously. Today, the traditional role is needed, but the Board Member must play ______________, _______________________! an active positive role by initiating
  • 5. REMEMBER Modern day circumstances will not permit us simply to react We must initiate It is not a matter of lending one’s name or prestige We must role up our sleeves We do not just hold public trust We must build trust for our organization It is an honor But it is not honorary.
  • 6. II. The Board Member’s General Role A. Responsibilities As “leaders” of the institution, State Board Members have four main responsibilities:
  • 7. 1. Management Select and appoint the Director, support him/her and assess his/her performance. 2. Mission Define the concept of the institution (clarify the mission), establish goals, and approve long-range plans for reaching those goals. 3. Relationship Take the lead in establishing positive relations both inside (staff) and out (general public). This is done through fully understanding the organization and promoting with a passion. 4. Finance Assume responsibility for financial well-being by assuring the integrity of financial management and by taking the lead in raising funds necessary to fulfill the mission.
  • 8. B. Selection The key to a good State Board obviously begins with the selection process. A sub-committee called, _________________________ the Nominating Committee should: 1. Be a standing committee, operating a _______________ talent search and not “ continuous” on a “last-minute” basis.
  • 9. 2. Know the type people needed: men and women with a. __________________ experience b. __________________ background c. __________________ ability d. __________________ interest e. __________________ resources f. __________________ desire g. _______________ necessary to lead and Personal qualities strengthen the organization h. ____________________ of salvation and God’s A personal testimony calling
  • 10. 3. Take into consideration a. Age b. Availability to attend meetings c. Skills and talents each member would bring to the Board. (Also, specific leadership qualities) support d.Ability and desire to ____________ the ministry and to effectively ____________ ____. secure other gifts
  • 11. IMPORTANT These various criteria are rarely found in any one Board Member; however, several of these should be available in each.
  • 12. 4. Take into consideration various “interests” members would represent and resources they would bring; also, geographical location may be important. 5. Work very closely with the Director; and he/she must be “comfortable” with each State Board Member chosen.
  • 13. How To Search for Potential Board Members Prospective Board/Committee Members Discussion 1) Share your heart and vision for reaching children with the Gospel. 2) Share the accomplishments the ministry has made. 3) Communicate the ministry’s vision for the future, i.e., “It is our goal within the next five years to have an After- School Good News Club in every elementary school.” 4) Be passionate about your ministry!
  • 14. 5) Let them know why you have chosen them as a potential board member—what special qualities they possess. 6) The ministry is looking for responsible people with extraordinary personal commitment. 7) We need people who will devote time, talent and finances to the ministry.
  • 15. Be Willing To Tell The Requirements 1) Minimum of 3 years service; 2) Serve because they have specific skills and business expertise; 3) Come to all meetings and functions; 4) Give of their valuable time (10-15 hours a month/more if retired); 5) Share their talents;
  • 16. 6) Set the example by giving financially; 7) People who will be a strategizer; visionary, or idea person; 8) Not involve themselves in details; 9) They are to evaluate and help solve problems; 10) They should be an ambassador for the ministry; 11) They must recruit their replacement when their term is up.
  • 17. Inform With Areas Of Involvement 1) Management: Help select and appoint staff, support and assess their performance. 2) Mission: Keep the ministry focused on its mission; establish goals; and approve long-ranged plans for reaching goals.
  • 18. 3) Relationship: Take the lead in establishing positive relations both inside (staff) and the general public. This is done through fully understanding the organization and promoting it with a passion. 4) Finance: Assume responsibility for financial well-being by assuring the integrity of the financial management and by taking the lead in raising funds necessary to fulfill the goals of the ministry.
  • 19. IMPORTANT Individual State Board Members should be selected on the basis of their interest in and dedication to the total organization.
  • 20. C. Orientation and Training Too often new members come aboard with little explanation of the Organization’s chief role. Needed: 1. Period of day or two for orientation of new members. They should meet with key people from the organization and there should be ample opportunity to talk as well as listen. 2. Pamphlets or written information covering wide range of data (include their responsibilities and what’s expected) are often desirable.
  • 21. IMPORTANT Too often there is no training of new Board Members. Toward the end of each calendar year there should be an effort to recruit new board members. Further, there should be regularly scheduled training and orientation of those members in January of the following year.
  • 22. Needed: 1. Continued education as to their role and responsibility through communication with _________ director and sometimes chairman (________________________). 2. Retreats (separate or in conjunction with normal meeting) as needed to continue or revitalize interest. This is probably more effective when conducted away from the usual meeting place, therefore making it “special.”
  • 23. 3. All publications, periodicals and appropriate reports should be sent to members. 4. Anything done to keep their interest level high and the organization in the forefront of their minds (remember, these are, or should be, busy people who have much to occupy their minds). thanked 5. Perhaps most important, they should be ____________ often and sincerely for all their contributions as Board Members.
  • 24. IMPORTANT State Board Member leadership makes the difference to an organization between mediocrity _________, and _____________________________________ excellence -- and even between oblivion and _________. survival
  • 25. D. Term of Office How Determined? Two basic ways: 1. Careful soul searching by the Board itself as to performance of its members, and then a tough committee, after much study, thought and prayer, should make recommendations for the continuation or termination of service of individual Board Member. 2. Require rotation off the Board (__________________________________) after 2 - (3) year consecutive terms then, at least _________________ before 1 year off Being eligible to return.
  • 26. Obvious pros and cons come to mind in both methods. CEF recommends that number two is best for this organization because number one probably would not be done.
  • 27. III. The Board Member’s Development Role Whether or not the Board Member should be not involved in development activities is __________ a legitimate question. He ________________ be, must at some level, or he should not be a Board Member. It has been rightly said, “You are a there is money to be raised Board member ________________________. “Go and do it.”
  • 28. A. Basics The Board Member must/should: 1. Know what his/her responsibilities are in _____________ fund raising and be trained to carry them out. planning process 2. Be involved in the __________________ with staff by putting the plan together in written form (so as to create ownership); by giving 3. Lead the way ______________ of one’s resources as the Lord prospers; 4. Speak to others (friends and associates) about the potential donors organization, especially _________________________;
  • 29. prospects 5. Make a list of _______________; cultivate 6. __________________________ prospects; 7. _________________________ prospects along with the solicit director; volunteer 8. Take the lead as a _______________ when asked; 9. Motivate and direct others to see the _________ of the need organization; 10.____________ donors in whatever way asked as well as Thank spontaneously.
  • 30. B. Cultivation of Major Gifts The role of the Board in development takes on special meaning when we realize that the most important foundation in a good fundraising program is the cultivation major donors and special gifts of _________________ ____________________. In a real sense, only a few donors provide bulk ___________________ of the total need. This is true in almost every case from colleges, churches, ministries and other non-profit organizations.
  • 31. The 80/20 Rule Traditionally, it has been thought that 80% of the total money raised is contributed by 20% of the donors. Such is probably an understatement when in actuality 90/10 or even 95/5 would be closer to the truth. This means the Board Member must put their most money _______________where the ______________ is (stay best effort with the big givers).
  • 32. IMPORTANT Does it now follow, then, that a proportionate share of resources (staff, time and budget) should be allocated accordingly?
  • 33. Setting the Board Development Training Course Part 1 b The Board Member’s Role: Involvement
  • 34. Involvement: Expectations Promote Child Evangelism Fellowship® Do fund-raising •Financial planning •Praying •Personal giving •Personal contacts •Representing CEF in churches •Fund-raising events
  • 35. Encourage the staff by: •Praying •Dinner invitations •Sending cards •Baby sitting staff members’ children •Giving compliments •Financially support the ministry •Listening Prepare for the meeting •Before the meeting •Read, make notes, be familiar •Between the meetings •CEF Web site: cefonline.com •Preparation = time effectively used in meetings
  • 36. Other Ideas •Work with the children •Use your computer skills •Organize activities •Help with training classes •Share business knowledge •Recruit others to help •Be an example of service to others Evaluation •Fill out the evaluation form •Address necessary changes Relationships •Ministry involvement requires teamwork •Broken relationships caused 60% of missionary failures •Address disagreements quickly
  • 37. Ways You Can Help Your Local CEF Chapter Help with planning and setting up for a banquet or conference. Teach or help at a Good News Club in a school, home or day care center. Host a 5-Day Club in your home. Distribute Gospel packets at fairs, carnivals, parades and other outreaches.
  • 38. Man CEF booths at fairs, conferences, mission conferences. Promote the ministry. Give time using your expertise in computers, car repair, property maintenance. Call donors to show appreciation for their support. Help at Camp Good News as a teacher, helper, nurse or bus driver. Help collate mailings, newsletters or training materials.
  • 39. Offer to transport summer missionaries to 5-Day Clubs for a week. Spend a day in the office answering the phone, filing papers, making copies.