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Creating & Maintaining an Effective Board November 17 & 18, 2015 Workshop Leader: Kay Sohl
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How Close to Purrfect is Your Board?
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Your Board’s Fit for Your Nonprofit on a scale of 1 to 5 Role? People? Energy? 12345
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www.kaysohlconsulting.net Workshop Topics Board strength & effectiveness Assessment approaches & tools Perspectives, skills, & relationships Recruitment & engagement strategies Next Steps
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www.kaysohlconsulting.net Reality of Board Effectiveness Core principles Context dependent
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www.kaysohlconsulting.net Core Board Roles Mission & priorities Oversight Liaison with community Ensure availability of resources
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www.kaysohlconsulting.net Organizational Context Emerging Established Informal Institutional Volunteer Staffed Member Non-member
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www.kaysohlconsulting.net Funding Context Earned Income Donations Government
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www.kaysohlconsulting.net Evaluating Board effectiveness requires clarity about Board goals
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www.kaysohlconsulting.net Board Goals Distinct from organizational goals Set within organizational context Focus on greatest opportunities for the Board to add value Ensure accountability & sustainability Measureable
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www.kaysohlconsulting.net Board Assessment Goals Increase Board effectiveness Build Board engagement Raise difficult issues Clarify support/training needs Optimize the use of Board member time & energy
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www.kaysohlconsulting.net Board Assessment Approaches Board conversations Confidential survey External expert
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www.kaysohlconsulting.net Conversation Assessments One-on-one Committee by committee Full Board discussion with skilled facilitator Staff role in conversation approach?
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www.kaysohlconsulting.net Board Member Surveys On-line or on paper Board Source – varied service & pricing packages Compass Point – free download Create your own
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www.kaysohlconsulting.net Using Survey Info Skillful summary of strengths, challenges, & issues Starting point for discussion Avoid “report card” approach
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www.kaysohlconsulting.net External Expert Role? Facilitator Consultant Trainer Monitor/ Evaluator
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www.kaysohlconsulting.net Productive Assessments Raise issues & lead to resolution of barriers to effectiveness: Clarify Board roles Generate process improvements Facilitate redesigning structures to better fit current needs Increase Board commitment
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www.kaysohlconsulting.net Assessments Clarify Board Composition Needs Strengths of current Board Missing pieces – missing skills, relationships, leadership styles, etc. Impact of departure of current leaders Future Board needs
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www.kaysohlconsulting.net Finding the Right Mix Expertise/skills Networks/ relationships Interests/desires Time Leadership Process skills
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www.kaysohlconsulting.net Key Recruitment Challenge Growth/change in organization involves changes in Board roles … which may require Board members who are different from current members Current members tend to know people similar to themselves
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www.kaysohlconsulting.net Moving Beyond the Known
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www.kaysohlconsulting.net Finding the Right New Members Clarify your needs Explore potential motivations Treat donors, colleagues, former Board members, funders, & other stakeholders as key informants Ask for introductions to individuals who can provide leads
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www.kaysohlconsulting.net Focus on People not Slots Shared values Diverse experiences & perspectives Relationships & credibility Leadership & follow-through Time & interest Communication comfort zone
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www.kaysohlconsulting.net Prepare for New Members Identify a point person for Board engagement Engage continuing Board members in supporting new members Create cohort for new members Populate the cohort with individuals who can support one another
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www.kaysohlconsulting.net 90 Day Reality Each new Board member must “make a difference” within the first 90 days of their service If it doesn’t matter whether I was there or not, it will be easier to not be there.
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www.kaysohlconsulting.net Structures for Engagement One-on-one check-ins with Board leaders and/or Executive Director Annual Board retreat with reflection on Board accomplishments & challenges Individual commitment forms Board development leader
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www.kaysohlconsulting.net Next Steps? Discuss Board roles & goals Consider assessment Identify missing persons & perspectives Redesign structure for Board engagement Other steps ???
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www.kaysohlconsulting.net Resources Board Source Board Self Assessment online tool http://www.boardsource.org/Assessments/home.asp Compass Point free Board self assessment http://www.compasspoint.org/board-cafe/self-assessment- boardhttp://www.compasspoint.org/board-cafe/self-assessment- board
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www.kaysohlconsulting.net Resources Leadership Walla Walla https://www.wwcc.edu/about- wwcc/partnerships/leadership-walla-walla/ https://www.wwcc.edu/about- wwcc/partnerships/leadership-walla-walla/ Washington Society of CPAs posting of board service opportunities http://www.wscpa.org/Content/Careers/Volunteer.aspx Volunteer Match http://www.volunteermatch.org/search/index.jsp?l=Seattle%2 C+WA%2C+United+States&k=board+servicehttp://www.volunteermatch.org/search/index.jsp?l=Seattle%2 C+WA%2C+United+States&k=board+service
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