The Art of Board Communication

After a mini-Spring Break with my kids, I’m back on track with my project comparing leading staff teams to leading a Board of Directors. I see a lot of similarities, but many nonprofit leaders find board leadership to be intimidating and confusing. Hopefully this series can help to alleviate some of those uncomfortable feelings. Afterall, board volunteers are really just people who want to have a positive impact on their communities. Not much different from nonprofit staff, really. Check out earlier articles on culture, supervision, accountability, and appreciation. 

A big part of leading a Board of Directors is about building relationships around a common purpose. That being the mission of your organization. Building healthy relationships comes down to communication, similar to relationships with staff. The tricky part is striking a balance between enough communication and not overwhelming your volunteers. 

I like to categorize board communication down into these three buckets: 

  • Logistics
  • Relationship building
  • Agency understanding

The rest of this article will explore each category and systems for improving communication and relationship building in your agency. 

Logistics

  • What time is the board meeting? 
  • Where are we meeting? 
  • What are we talking about? 
  • Do I need to be prepared to speak? 
  • Do we really need to meet?

If you have board members asking questions like these in the lead up to a board meeting, you likely have room to improve your logistical communication. People like to know what to expect, and it’s a good practice to give them the resources needed to come to each  meeting prepared. 

Here are the best practice standards I recommend implementing when it comes to board meeting communication, specifically. However, these can also be used for committee meetings, events, and other board requirements. 

  • 3-4 weeks prior to the board meeting: Board President and Executive Director discuss meeting content. You may also include your Board Secretary or Administrative Assistant as well – whoever is responsible for communicating meeting details out to the board. 

Many agencies convene their boards during the third week of the month. This is common because by that time financial statements are prepared and can be presented. When that’s the case, the first day of the month can be a good trigger to start preparing for your board meeting. 

This planning meeting involves: 

    • Putting together the board meeting agenda (I’m planning a future article on my recommendations for effective board meeting agendas – watch for it!)
    • Determining materials for the board packet and who will collect them
    • Deciding who will present on what topics at the meeting
    • Assigning communication roles – what conversations need to happen to ensure everyone is fully prepared to speak at the meeting?

In addition, the beginning of the month is a good time to make sure that meeting reminders go out, or calendar invites have all the current attendees included. 

  • 2-3 weeks prior to the meeting: All presenters have been prepared. The board chair or the exec connects with everyone who will have a presenting role in the meeting. They are coached on the amount of time they will be allotted and the key points to cover. If there is a discussion to follow, clarify who will facilitate the conversation vs who will be engaged in it. 

In addition to preparing all presenters, print materials and resources should be gathered during this time frame. 

  • 1-2 weeks prior to the meeting: Prepare and distribute board packets. By this time you should have confirmed all presenters and gathered all materials for the board packet. A minimum of one week (10 days is better) before the meeting the full board packet is distributed. 

Board of Directors meet

  • Within 1 week after: Board meeting minutes are distributed. Assignments and action steps are highlighted. 

I often see agencies where the only communication that happens with the board is at the board meeting. By implementing the process above you provide at least three additional touch points with your volunteers – save the date reminder, board packet, and meeting follow-up. If that’s where you are at, this is a good first step towards improving communication. 

Another thing that I’ve seen is execs who expect their board to handle all of this on their own. While that is definitely the best case scenario, they might need help getting there. With guidance from the Executive Director on these best practices, it’s fully reasonable to get to the point where your Board President or Secretary is leading the charge on these conversations and the communication plan around board meetings. 

Relationship Building

Like I stated above, leading a board comes down to building healthy relationships with your volunteers. Think about how you do this with staff members. Whether it’s intentional or not, your relationship building process probably includes one-on-one conversations, informally stopping by to chat, team building activities built into meetings, learning about them on a personal level, and more. 

It can be a little more difficult to do some of these things with board members, who are not in your office space everyday. But there are likely ideas you can glean from the relationship building you do with staff. Here are a few that come to my mind:

  • Include get-to-know-you activities as the opener to your meetings. Ask questions like: what was your first car, who is someone who had a significant impact on you growing up, favorite family vacation, or what they are doing for the weekend. 
  • Distribute an All About Me document. This can be used to gather information about your volunteers’ families, career, accomplishments, likes and dislikes, and more. A fun idea from this is to have everyone’s favorite snack at board meetings. 
  • Go to them. Pick one board member a month (or week), and go visit their office. Bring them their favorite (office appropriate) drink. See them on their turf to get to know more about their work. 
  • Schedule a formal one-to-one with each board member every year. This is when you can ask them about their experience on the board, get feedback on how you are doing as a leader, and understand how they want to be involved in advancing your cause. 

Agency Understanding

Building relationships with volunteers, and making sure they know when and where they need to be are both important. Maybe most important when it comes to communication with your volunteers is making sure they have an understanding of your organization. They cannot advocate for the agency, if they do not understand it. 

When educating the board on your agency, it’s important to keep the conversation high level. Drilling down too much may lead them to think they are responsible for operations. Rather, you want to help them to think big picture. 

Here are some conversations to have either individually, during orientation, or through your board meetings. These will help prepare your volunteers with knowledge and ideas about how to govern the organization. 

  • Critical social issue – What is the problem the organization is working to solve? Or, how are you trying to make the world a better place? Educating on the problem is key to evoking passion from volunteers. You can do this by telling them about the issue. Or, you can assign readings or resources to look into. Then have a generative discussion about the challenge during a board meeting. 
  • Your agency’s solution – Many of the problems facing our communities are huge and multifaceted. Volunteers need to understand the organization’s philosophy and approach to tackling the issue. This can be communicated through conversations and orientation. A powerful activity may be to present a graphic on all the different agencies addressing the problem in your community, and how your approach fits into the broader strategies. 
  • Program outcomes – Your programming may be a really big part of your organization’s solution to the problem. Consider having board members participate in experiential learning as part of their orientation. Have them engage in your programs or go out to other agencies to see what they are doing. This is where volunteers can sometimes slip into operations mode. Be sure to coach them on thinking big picture about outcomes and measurements. Not on how the curriculum is built and the scheduling of classes. 
  • Financial strategies – Similarly to programming, volunteers sometimes dig down in the weeds when it comes to finances. Helping them to focus on financial strategies can elevate their thinking. Pose questions about the breakdown of revenue streams and distribution of expenses. What trends are they seeing? How do they compare to the nonprofit industry? What about the for profit sector? 

It’s good to include these discussions in orientation and throughout board meetings and one-to-one conversations. Another great tool for educating volunteers and building healthy relationships is through a board retreat. This event can be difficult to pull together, but it has so very many benefits, especially around relationship building. 

This might seem like a lot. But I’m here to tell you, building strong and healthy relationships with board volunteers is probably the most important thing an Executive Director or a Board Chair can do to impact the future of the organization. This is how you deepen connection to your cause, invest individuals in the future of your organization, and ensure long term sustainability for your agency. 

If you need help developing a communication plan for your governance volunteers, let’s visit! Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call today. Let’s work on developing healthy relationships with your Board of Superheroes! 

Kim Stewart

Kim is a mom, lover of being active and the outdoors,
and helper of nonprofit leaders.
kim@athena-coco.com 

 

The Problems with Communication

Communication problems

Communication is hard. A large majority of problems are created from a breakdown in communication. And communication is at the root of many, many organizational challenges including stress, strained relationships, low morale, frustrated staff and clients, and more. 

As I see it, there are two major communication pitfalls. I’m going to discuss the first one in this article and you can read about the second one next week. These are:

  1. Barriers that get in the way of sending and receiving messages
  2. Lacking the components of an effective communication system

First up – barriers. In every conversation there are Speakers and there are Listeners. Someone has something they want or need to share. Someone else may or may not want or need to hear the message. For the sake of simplification, this article is going to focus on two person communication; however, the concepts extrapolate out for larger conversations. 

In a two person conversation, where one person speaks while the other listens, there are 3 opportunities for the intended message to become jumbled. 

  1. What is articulated:

    The Speaker has thoughts or ideas in their head, and they want to share them with the Listener. When they go to share their thoughts, what they are thinking might not be what actually comes out of their mouth. Some of the reasons this happens could be: 

    • They may lack the words to articulate the ideas
    • The Speaker might mis-speak
    • If stressed, they may become confused or flustered and have trouble putting their ideas into words
    • Body language that is inconsistent with the verbal message being sent causes confusion and misunderstanding 
    • An accent, language barrier, or speech impediment might make words hard to understand
  2. What is heard:
     Even if listening intently, the Listener may not receive the message correctly. The game telephone is a great example of this. In the game, the barrier is the fact that players are whispering. In regular conversations barriers might include:

    • Surrounding noises
    • Distractions – both mental or exterior
    • Volume or hearing problems
    • If the conversation is taking place over the phone or via Zoom, there might be technical difficulties
  3. Listener’s interpretation:
     Even when the Speaker articulates their thoughts accurately and the message can be easily heard, there are still opportunities for the Listener to receive the wrong message. Some of the reasons a Listener might not receive the intended message include: 
    • They might not know some of the words being used
    • Words mean different things
    • Personal biases may prevent the Listener from accepting what they are hearing
    • If they are not mentally prepared to accept the message they might hear what they want to hear
    • The Listener’s mind might wander or they don’t give the Speaker their full attention and therefore not receiving the entire message

Now, if the Listener switches into Speaker mode with inaccurate information, this cycle of miscommunication continues to grow and become more complicated.

As you can see, in the delivering and receiving of messages, there are so many opportunities for errors. Assuming that we communicate with the intent of being understood, it’s important to close the communication loop holes.  Here are some simple techniques that can help do just that. 

  • Send a Clear Message

    When in the Speaker role, give thought to the message you are sending. Think through the best way to state it. If it doesn’t come out right, try again. Once your message is delivered, ask questions to gauge understanding. 

  • Find a Quiet Place

    Especially for important conversations, make sure you are in a space that is appropriately private, has good sound quality, and minimizes distractions.

  • Reflections

    As a Listener, reflecting back what you have just heard can be a valuable communication tool. Reflecting is not “parroting” exactly what was said. Rather it involves sharing what you understand the Speaker to mean. If you understand correctly, the Speaker feels heard and valued. If you get it wrong, it gives the Speaker the opportunity to clarify their message. 

  • Seek to Understand

    Again, as a Listener, ask follow-up questions. Work to understand their point of view. If a message comes across that puts you on the defensive, feels rude or attacking, or has a negative slant  – ask more questions before jumping to conclusions. When conflict arises, it can often be tied to miscommunication.  

Ensuring messages are sent and received accurately is key to quality communication. If your company has more than a few people, ensuring quality communication is key to smooth operations. On a weekly basis I hear leaders and employees complain about the lack of communication in their company. That is what I’ll tackle in next week’s article. 

Need help with improving internal communication? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to find opportunities for growth through improving communications. 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com 

Wanna Grow Your Business? Grow Your Staff

Staff Success

Unless your business is completely run by robots or other automatons, you likely rely heavily on staff. Employees are probably the ones creating your product, communicating with your customers, delivering your services, and managing your processes. Your staff are your direct connection between you and your customers. They are responsible for executing your vision for how your business serves your customers or your community. 

In many businesses staff salaries are by far the largest line item in the budget. Yet, oftentimes things like equipment, inventory, and facilities end up getting much more attention and financial resources than the staff. Think of the time, energy and money that goes into maintaining a company vehicle. This important resource likely receives regular oil changes, preventative maintenance, and routine TLC cleaning. Imagine if the same amount of planning, time, energy and financial investment went into our people! 

When a company hits a wall in terms of growth, or a nonprofit organization becomes stagnant in the impact they are providing, it almost always comes down to culture. A stagnant business can be traced back to a dysfunctional, negative, toxic culture. Changes to other facets of the business may deliver short-term improvements. However, in order to make real progress for lasting growth and impact, the culture must be fixed. 

Healthy cultures boil down to two things: 

    1. How a company treats their people 
    2. A commitment to clear and honest communication

A business that masters these two components is well on their way to success. Obviously, attention needs to be given to financial management, quality processes, strategic planning and more. But without a healthy culture, those other things will only take you so far. 

Benefits of Nurturing Your Staff

There are hundreds of benefits a company can reap from lifting-up, valuing and honoring their employees. This article will not list hundreds of benefits. Rather, it will focus on a few key benefits that will help your business grow or your agency impact to expand. 

  • Staff who feel valued become loyal team members. Nothing beats a loyal staff member! Loyal employees do more for the PR and brand of your company than any marketing campaign ever will. When someone loves their job, they tell everyone. They attract customers, potential employees, and prospective donors for nonprofit organizations. That kind of messaging is genuine and captivating. Thus appealing to people who otherwise may have never given your business a second thought. 
  • Another benefit of loyal team members is that they work harder, are solution oriented, and care about the quality of work they do for you. These folk have a vested interest in the success of the business. They embrace the direction you are taking your company or the impact your agency is striving for in your community. Loyal employees do their best and work with the company’s interest top of mind. 
  • Supporting your staff looks good on you. Companies that invest in their employees, foster their growth, and help them pursue their career goals are companies that people want to work for. Recruiting, hiring, and training staff can be extremely expensive. Imagine if prospective employees came to you because they want to be part of how you grow your staff! Additionally, the level to which you respect your staff comes right back around. Want to be respected at work, be the leader in demonstrating what that looks like. 
  • Valuing your staff creates a positive culture. As stated above, how a company treats their staff is foundational to creating a healthy culture. And nothing fosters growth and increased impact like a healthy and positive culture. If growth and increased impact isn’t motivational enough, great cultures are fun to be part of and to lead. Since most people spend at least half of their waking hours at work, a positive company culture will improve the collective and individual mental health of the entire staff team. 

As there are hundreds of benefits to nurturing your staff, there are just as many ways to lift-up your staff. The best way to do this is to use your unique personality and leadership skills to genuinely value your staff. Still not sure how to get started? Here are some tips to get the ball rolling. 

Getting Started

  1. Listen. Take the time to listen to your staff. Fully listen. Approach conversions with a listening mind-set. There is no greater gift you can give someone than to listen to them with an intent to understand. You can read more about this topic here and here and here. 
  2. Build real relationships. Just like “Employees don’t leave jobs, they leave bosses”, staff also stay with bosses they like, enjoy being around, and respect. Listening is a great way to start down this path. Couple it with asking really good questions and you’ve got this one made! 
  3. Give them what they need. There are the basics. Workstation. Computer. Stapler. These are the obvious things – you give them whatever equipment they need to do their job. Beyond that – training and a safe environment to learn is also expected. What about those employees who need a lot of positive reinforcement? Or the ones who need to chat with you for a few minutes each day? And what about those who need to check-in regularly to make sure they are on track? Do you give them what they need? Giving employees these things (essentially your time and acknowledgement) may be challenging when you’re busy. However, when you think about the value of a loyal employee, it seems less like an interruption to your day and more like a crucial part of leading people.  
  4. The Golden Rule. It turns out that your company’s human resources are made up of HUMANS! Who would have thought? And do you know what humans like to be treated like? You guessed it – humans. This one is very simple. When interacting with an employee, think about how you would like to be treated in that interaction. This usually includes values like respect, dignity, caring, trusting, and maybe fun. If team member interactions can be tied back to company values, it’s even better. 

Before closing this article, I want to be clear that I am not suggesting tolerating staff who are not a fit for your company, your culture, or the jobs you have available. I believe wholeheartedly in hiring slowly (to ensure a good fit) and firing quickly. Rip that band-aid off if that’s the right decision. Your job as the leader is to make sure you have provided everything staff need in order to be successful. If you are confident you have fulfilled your end of the bargain and it’s still not working out, decide and take action quickly. 

Need help elevating your organization’s culture? Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss how I can help you create a culture that will grow your business and increase your impact! 

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com