Board Service Should be a Two-Way Street

When people learn that nonprofit organizations are led by all-volunteer Board of Directors, they often wonder why anyone would do that. Like, people just give their time away, and get nothing in return?!?!? And when people (or organizations) think like that, it’s hard to imagine how nonprofits exist at all!

Yet, for centuries, nonprofits have thrived with volunteer-led boards. So, what’s the secret to keeping them engaged? The key to successfully recruiting and engaging volunteer board members is rooted in a different way of thinking. 

Organizations that approach board recruiting with a “we need you, please come help us” mentality often struggle to find people willing to serve their organization. No one wants to give their precious time to an agency that is only looking to take from them. Beyond that, they don’t want to serve an organization that doesn’t even know what they need from their volunteers or how to effectively involve them. 

On the other hand, nonprofits that are clear about what they need from their board members, have healthy and well-run boards, and view the relationship as a two-way street, tend to be much more successful in recruiting. By two-way street I mean that the volunteers get meaningful value from serving the organization. 

Some of the benefits that volunteers share about their experience include:

  • Training & Education
  • Mentoring & Networking
  • Personal & Professional Growth
  • Recognition
  • Board & Leadership Experience
  • Intrinsic Value

Training & Education

Well run boards train their new board members on a wide array of topics. Educating them on the history and impact of the organization is a great place to start. Training on duties, roles, and responsibilities; as well as expectations and how to be a great board member are also good topics. On a larger scale they may provide opportunities to learn about the broader industry and advocacy efforts. 

Mentoring & Networking

In addition to formal training, serving on a board can provide a venue for informal learning. Serving side-by-side with those with more experience provides rich opportunities to observe, ask questions, and garner support. Board work is a great place to build relationships with other leaders in your community. 

Personal Growth

Are you new to leading meetings? Building consensus? Speaking in front of others? Leading initiatives? If so, nonprofit governance is a great place to develop or sharpen these skills. And it’s a super safe setting to do it in. The other people you are serving with are probably working on the same skills, or they remember being in your shoes. Not only that – you’re there to help, so you get a lot of grace as you are finding your way. 

Recognition

Serving on a board is a wonderful way to become known in your community. By being willing to step up and help, you are viewed as a leader. Additionally, many organizations have recognition programs to acknowledge and celebrate their most engaged volunteers. Things like awards, public acknowledgements, and media spotlights are not uncommon.

Board & Leadership Experience

Gaining experience in nonprofit governance—understanding board operations, parliamentary procedures, teamwork, and problem-solving—makes you a valuable asset to other boards and organizations. By establishing yourself as a confident leader who takes initiative and gets things done, you create new opportunities for yourself. Over time, you’ll have the ability to choose the causes that matter most to you and shape your impact in the community. Plus, the leadership skills you develop through volunteer service often translate into valuable professional opportunities.

Intrinsic Value

Many people are drawn to board service by an intrinsic motivation—the deep fulfillment that comes from helping others, giving back, and strengthening the community. Being part of something bigger than yourself is a powerful experience. Organizations that effectively communicate their mission and connect board members to their impact can tap into this motivation, fostering passionate and committed volunteers.

Board service should absolutely be about volunteering based on passion to advance the nonprofit, not for personal gain. Not only that, volunteers get out of the experience what they put into it. That doesn’t mean that nonprofits shouldn’t provide value back to the volunteers.

Organizations that want to recruit quality board members may want to think about the experience as a two-way street. That means knowing what you need from your volunteers, setting clear expectations and holding them accountable, running quality meetings, respecting their time, providing feedback, educating and supporting them, and much more! In short, the best way to recruit and retain amazing volunteers? Run a high-functioning, well-structured board that values and supports its members.

Expect More, Get More: The Key to Energizing Your Nonprofit Board of Directors

Nonprofit boards are essential to the success of any organization, yet leaders often tell me that they find themselves frustrated when board members don’t seem as engaged or proactive as they’d like (or need). 

If you’ve ever felt like your board isn’t living up to its potential, you’re not alone. Many nonprofit leaders struggle with the same issue. However, the key to transforming a disengaged board into an active force for good may lie in one simple yet often overlooked factor: expectations.

Are Your Expectations Clear?

One of the most common reasons for board underperformance is a lack of clear expectations. Nonprofit leaders frequently tell me that their governance volunteers are not doing what they want or need them to do. But when I dig a little deeper, it becomes apparent that the root cause is often that these expectations were never properly communicated.

In fact, many nonprofits are grappling with board engagement issues. Improving board recruitment, engagement, and effectiveness has become a major priority for nonprofits, yet organizations still struggle with outlining clear roles and expectations for their board members. 

Without clarity, board members may either pursue their own paths or contribute very little to the organization.

“Clarity breeds mastery.” — Robin Sharma

Setting and communicating expectations upfront is the foundation for a successful board. Most people wouldn’t take a paid job without a clear understanding of their responsibilities, and we shouldn’t expect any less for our volunteers. They deserve the same clarity and support as paid staff.

So how can nonprofit leaders begin to create clarity around the expectations of their board members?

Step 1: Define What You Need from Your Board

Before you can communicate your expectations, you first need to define what your organization truly needs from its board members. This involves taking a step back and evaluating your nonprofit’s current needs, challenges, goals, and long-term vision.

Nonprofits that take a strategic approach to board recruitment and governance report better engagement and higher board effectiveness. 

For example, developing clear criteria for board candidates, including aligning their skills with the organization’s mission, has proven to be a key strategy in filling gaps and enhancing board performance. In fact, periodic reviews of board composition help nonprofits identify where additional skills or diversity may be needed to drive their mission forward.

Questions to guide this process:

  • What skills or expertise do we need on our board to achieve our mission?
  • What specific roles should board members play in fundraising, strategy, and governance?
  • How can board members contribute to addressing critical issues?

Once you’ve identified these needs, you can create detailed descriptions for board roles that align with your organization’s mission and goals.

Step 2: Strengthen Board Onboarding and Orientation

How comprehensive is your onboarding process? Boards that invest in thoughtful onboarding tend to experience higher levels of engagement. This can include training sessions that cover not only the nonprofit’s history and goals but also best practices for governance and risk management.

Consider these elements when onboarding:

  • Board orientation sessions: These can include briefings on the nonprofit’s history, mission, and current challenges.
  • Board manuals: Provide a resource that outlines expectations, responsibilities, and the roles each member is expected to play in governance and decision-making.
  • Mentorship opportunities: Pair new members with experienced ones to ease the transition and encourage immediate engagement.

By investing in a structured onboarding process, you give new members the tools they need to hit the ground running, ensuring that they’re not only aligned with your mission, but also prepared to contribute effectively.

Step 3: Build a Culture of Engagement and Accountability

“The strength of the team is each individual member. The strength of each member is the team.” — Phil Jackson

Keeping board members engaged is just as important as bringing them on board. Disengagement across a board will only get in the way of you achieving your goals. Regular communication, opportunities for development, and meaningful tasks are essential to keeping board members motivated and invested in the organization’s success.

Here are some ideas for how you can build stronger engagement:

  • Offer continuous learning opportunities: Provide training on governance best practices and offer workshops that address sector-specific challenges, such as rising concerns over climate-related risks or governance oversight.
  • Conduct annual evaluations: Evaluate both individual contributions and the collective performance of the Board of Directors. These evaluations can help identify gaps and provide opportunities for board members to refocus on areas that need attention.
  • Encourage open dialogue: Foster a culture where board members feel comfortable sharing their ideas and concerns. This open communication creates a sense of ownership and responsibility for the organization’s success.

Additionally, be sure to recognize and celebrate the contributions of your board members. Acknowledging their impact not only strengthens their connection to the mission, but also fosters a positive board culture.

Step 4: Retain and Renew Board Energy

Recruiting new board members is important, but retention is equal to this. To keep your board vibrant and engaged long-term, it’s important to continually refresh its composition and energy.

 This strategy is echoed by many nonprofits, who report success when conducting periodic reviews of their board’s makeup to ensure they are recruiting individuals with diverse skills and perspectives. Boards that focus on succession planning and rotate leadership positions regularly avoid burnout and inject fresh ideas into the organization’s governance.

Here are some ways to keep your board thriving:

  • Conduct periodic reviews: Regularly assess the board’s composition to identify areas where additional skills or new perspectives might be needed or helpful.
  • Encourage succession planning: Ensure that leadership positions on the board are regularly rotated, allowing for fresh ideas and preventing burnout.
  • Cultivate a culture of service: Make sure board members understand that their contributions are making a real difference. When their work feels connected to the mission, they’re more likely to stay engaged and committed.

One of the biggest contributors to retaining board members is quality leadership. A healthy culture and mindful leadership makes people want to stay. Not only that, it attracts others who want to be part of a strong organization! 

Bringing It All Together

Nonprofit boards have the potential to be incredible assets for organizations, helping to guide strategic direction, expand networks, and drive fundraising efforts. However, to supercharge this potential, expectations must be clear from the start, and engagement should be fostered continuously. 

You’ll then be well on your way to creating a powerhouse board that is aligned with your organization’s mission.

Every nonprofit is different and has unique needs and challenges. Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call if you would like to discuss ways to advance your Board of Directors and the work of your agency.

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

Thinking About Starting a Nonprofit? Here’s Why You Should Think Twice!

Here’s my dirty little secret. When people tell me they are thinking of starting a nonprofit, I usually try to talk them out of it. As a nonprofit consultant, I’ve seen it all: the excitement, the dreams, and unfortunately, the harsh realities. So, why would I, someone whose livelihood depends on the success of nonprofits, advise against starting one? Because starting and running a nonprofit isn’t just hard work; it’s an all-consuming commitment, and it’s not always the right choice.

People start nonprofits for various reasons. Some are passionate about a particular cause and want to make a difference. Others believe they can make money while enjoying tax benefits. Some think they’ve hit upon a truly unique idea that no one else has considered. And then there are those who are grieving a loss and see a nonprofit as a way to honor a loved one. While these reasons are understandable, they are often not enough to sustain a successful nonprofit.

A successful nonprofit needs to:

  1. Address a critical, compelling social issue
  2. Have a genuinely unique solution to that problem and/or address an under serviced piece of the problem
  3. Understand that running a nonprofit is akin to running a business (with the added complexity of IRS regulations)
  4. Accept that the board of directors, not you, will ultimately control the organization. 

Mission and Passion: Is It Enough?

Being passionate about a cause is essential, but passion alone won’t sustain your nonprofit. You must have a clear mission and the resolve to stick with it, even when things get tough. Running a nonprofit is a long-term commitment that demands unwavering dedication. 

Consider what happens when a nonprofit is serving a community and helping people, then it goes away. It’s unfair. Both to the people who no longer are being helped, and to the community that has depended on the agency to solve a problem. 

So ask yourself: can you sustain this level of passion over the years it will take to fully establish the organization?

Need and Impact: Is There a Genuine Demand?

Before starting a nonprofit, it’s crucial to determine whether there’s a real need for your organization. Conduct thorough research to ensure another organization isn’t already effectively addressing your cause. The last thing the nonprofit sector needs is duplicated services and direct competition for resources. 

Many of the issues facing our communities are very big, complex problems. Generally, one agency cannot address all the aspects of the issue. Which pieces of the problem need addressing? What are the unique ways you can help solve them? As a new agency, what gaps can you realistically fill and do better than anyone else out there? 

Skills and Resources: Are You Prepared?

Running a nonprofit requires leadership, fundraising, management, and strategic planning; all in addition to doing the thing that the organization does. Do you have these skills, or can you assemble a team that does? Furthermore, consider the financial resources needed. Securing funding is one of the most challenging aspects of running a nonprofit, and you’ll need a solid plan for sustainable income.

Creating a business plan is just as important for a nonprofit as it is for any other small business. Being clear and honest about the skills you bring to the table, and the ones you need to find support for, can help make your plan realistic. 

Legal and Administrative Hurdles: Can You Navigate Them?

Many people launch into creating a nonprofit without the understanding that it is a business and as a nonprofit business, there are legal requirements that need to be followed. These include creating by-laws, establishing articles of incorporation, obtaining tax-exempt status, maintaining financial transparency, and filing of specialized IRS forms. You’ll also need to establish a Board of Directors who share your vision and are committed to leading the organization. 

Alternatives: Is There a Better Way?

Sometimes, the best way to achieve your goals isn’t by starting a new nonprofit. Partnering with or working for an existing organization can be more effective. When visions align, bringing a new program or service to an existing agency may just be the piece they are missing! By combining efforts with existing agencies it’s possible to amplify the impact and better work towards solving the problem. 

Another option is to form a social enterprise, which might offer more flexibility and sustainability. This for-profit business model is less complicated and they give back to the community in unique ways. Bombas is a great example of a for-profit company that is commited to making the world a better place through their business structure. 

Conclusion: Think Twice, Then Think Again

All of this is not to say that no one should start a nonprofit. There are really great reasons to go down this path. It’s intended to ensure that the decision is made thoughtfully and intentionally.

Starting a nonprofit can be an exciting and noble endeavor, but it’s not for everyone. Before diving in, make sure you’ve thoroughly considered whether this path aligns with your goals, abilities, and long-term vision. The answer to “Should I start a nonprofit?” might be “No,” but that’s okay. There are many other ways to make a meaningful impact.

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

Board Games: Building an Engaged and Effective Nonprofit Board

"Great boards are created deliberately and thoughtfully. They don't just happen by accident."

Your nonprofit organization’s success hinges significantly on your board’s effectiveness. 

I’m probably not telling you anything new by saying that your Board of Directors plays a critical role in the governance, decision-making, and steering of your organization toward achieving its mission. However, a huge proportion of my work is helping nonprofit leaders to work through the challenges they have with their boards, and these challenges typically have to do with one or more of three things: engagement, fundraising, and strategic planning. 

If left unaddressed, these challenges can impede your organization’s effectiveness and impact . This article will give you practical solutions to overcome these challenges. By implementing these strategies, nonprofit leaders can build a more engaged, efficient, and strategic board, ultimately improving the impact that your nonprofit can make – which is the whole point right?! 

KEY CHALLENGES

Cathy A. Trower, author of “The Practitioner’s Guide to Governance as Leadership” says, “An effective board of directors is a must-have, not a nice-to-have, for all organizations – nonprofit and for-profit alike.”

I agree with Cathy. However, before creating an effective board of directors, we need to try to understand the challenges.

Engagement and Participation

One of a nonprofit leaders’ most common challenges is ensuring board members are actively engaged and participative. 

I hear from my clients about low meeting attendance, lack of preparedness, and passive board members who do not contribute to discussions. One client was frustrated because she wasn’t able to hold a vote at their last board meeting because they did not have enough board members for a quorum. Another jokingly (but not really) called her board meetings the “sit & get” meeting. This disengagement can significantly affect decision-making processes and your organization’s overall direction.

Poor engagement from board members can lead to missed opportunities, inadequate oversight, and a lack of strategic vision. We need our board members fully involved, prepared, and committed to their roles to guide the organization effectively. I’ve experienced firsthand how a board’s lack of oversight led the organization to being in debt tens of millions of dollars. 

Fundraising Expectations

Traditionally, board members are expected to lead fundraising efforts, but many feel uncomfortable with this responsibility. This discomfort can stem from lacking experience, training, or confidence in requesting donations. 

Consequently, there is often a disconnect between the organization’s fundraising needs and the board’s capabilities. This gap can result in inadequate funding, which hampers the nonprofit’s ability to achieve its goals and sustain its operations. 

Therefore, it is essential to align board members’ skills with fundraising tasks and provide them with the necessary support. It’s imperative to educate our volunteers on the fact that fundraising is so much more than asking for money. It’s about identifying people who do or should care about the mission. It’s building and nurturing relationships with those folks. And it’s about providing meaningful appreciation and recognition. These are things that usually fall within any passionate volunteer’s comfort zone. 

Strategic Planning and Oversight

Your board provides high-level guidance and oversight, to ensure your organization remains aligned with its mission and long-term goals. However, balancing strategic focus with operational involvement can be challenging. 

If your board becomes too involved in day-to-day operations, it can lead to micromanagement. Conversely, your organization may lack clear direction and oversight if your board is too hands-off.

Finding the right balance will ensure effective governance and strategic planning. Your board must focus on the big picture while empowering the staff to handle operational details. This requires a partnership between the Executive Director and the Board Chair/Governance Committee. 

SOLUTIONS

Improving Engagement and Participation

It is so important for nonprofit organizations to clearly define and communicate what they need from their board from the outset, of course this will likely evolve over time. By establishing clear expectations, board members will fully understand their roles and can contribute effectively. This clarity helps align board activities with the organization’s mission and strategic goals, nurturing a more productive and engaged board. 

After establishing needs and clear expectations, improving nonprofit board engagement and participation begins with selecting members who are passionate about the cause and have the necessary skills and experience.

A comprehensive onboarding process helps new members understand their roles, responsibilities, and the organization’s expectations. I would go as far as to say that it is essential to clearly define these roles and provide a handbook that outlines meeting schedules, preparation requirements, and participation expectations.

Effectively utilizing board committees can also increase involvement. Committees can focus on finance, fundraising, or governance for example, allowing members to contribute where they are most effective. 

And of course, regular training and development opportunities, such as workshops, webinars, and retreats, can help board members stay informed and engaged. 

“Great boards are created deliberately and thoughtfully. They don’t just happen by accident.”
~ BoardSource.

This is the fundamental truth about the governance of both nonprofit and for-profit organizations. It requires an intentional effort to build an effective board of directors. 

  • Deliberate Creation: Building a great board is not a passive process. It involves strategic planning and active decision-making to assemble a group of individuals whose skills, experiences, and values align with the organization’s mission and needs.
  • Thoughtful Consideration: The composition of a board should be carefully considered. This includes diversity in expertise, background, and perspective to enrich decision-making and strategic planning.
  • Continuous Improvement: Great boards don’t merely form and maintain their excellence automatically. They require ongoing education, self-assessment, and revitalization to remain relevant and effective in changing environments.
  • Commitment to Governance: All board members should maintain high governance standards through conscious efforts to uphold their duties and responsibilities, ensuring the organization’s long-term success and integrity.

Recognizing board members’ public and private contributions and providing opportunities for personal and professional growth can create a more engaged and effective board.

Addressing Fundraising Challenges

To address fundraising challenges (which is most certainly a topic for another article), board members really do need to be provided with fundraising training. 

This training can include workshops on how to make donation requests, understand donor motivations, and build relationships with potential donors. 

Developing a variety of fundraising strategies that leverage board members’ unique skills is also important. Some may excel in direct fundraising, while others might be better suited for organizing events or engaging in advocacy.

Strategic Planning and Oversight

Improving strategic planning and oversight involves conducting regular strategic planning sessions with board involvement. These sessions can help ensure your organization stays aligned with its mission and adapts to changing circumstances. 

I love it when an organization commits to annually taking time away to strategically think about the direction of the organization. Businesses used to do 3 to 5 year planning, but things change so quickly that a cadence like that becomes irrelevant in no time. One agency I work with takes an annual retreat to reflect on what has happened or changed in the past year and what they need to focus their energy on for the coming year. From this they determine the initiatives the board will focus on and I help keep them on track throughout the year. 

Delineating the responsibilities between your board and staff is also important. Your board should focus on governance and strategic oversight while your staff manages day-to-day operations.

Using dashboards and other tools to monitor critical organizational metrics allows your board to stay informed about your organization’s performance without getting bogged down in operational details. 

Nonprofit organizations face significant challenges that can impact the organization’s effectiveness and success. However, nonprofit leaders can build stronger, more effective boards by proactively addressing these issues leading to engaged, strategic, and supportive boards that drive organizations toward more significant impact and sustainability. This is where you will build the board your organization deserves.

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

 

Nonprofit Board Engagement: Strategies for Cultivating an Effective Board of Directors

Cultivating an engaged and effective Board of Directors is an ongoing challenge for nonprofit leaders. In my work with nonprofit organizations, helping to create a credible board is more than simply assembling individuals; it’s about finding the right fit for your organization. In this article, we’ll delve into fundamental strategies to enhance the board engagement and effectiveness in your organization.

Clarify Your Organizational Needs

Before recruiting board members, it’s crucial that you gain a deep understanding of your organization’s needs. Beyond a passion for the mission and a commitment of time, I encourage you to consider the following factors:

  • Time Allocation Preferences: Understand how your board volunteers prefer to allocate their time. Some may prefer hands-on involvement, while others may prefer strategic planning or fundraising.
  • Comfort with Uncertainty: Assess the comfort level of potential board members with uncertainty and ambiguity – navigating the nonprofit landscape often involves unpredictable challenges, as we well know. 
  • Relevant Experiences and Connections: Seek individuals with experiences and connections within the community that align with your organization’s mission and goals. Their networks can be invaluable for fundraising, partnerships, and outreach.
  • Specialized Skills: Identify individuals with specialized skills that complement your organization’s needs, such as financial expertise, legal knowledge, marketing acumen, or strategic planning experience.

Without a clear understanding of what your organization actually needs, your recruiting efforts may miss the mark, resulting in a board that lacks the diversity of skills and experiences necessary to govern your organization effectively.

Involve Volunteers in Your Planning

Quote: “Generative ideas emerge from joint thinking, from significant conversations, and from sustained, shared struggles to achieve new insights from partners in thought.” ― Vera John- Steiner

Engaging volunteers in strategic planning not only empowers them, but also fosters a deeper connection to your organization. Strategic planning is obviously beneficial and even smaller organizations can benefit from focused discussions about the future. 

Something to consider is the possibility of hosting a planning retreat early in a board member’s tenure with the aim of achieving the following outcomes:

  • Fostering Relationships: Facilitate interactions between your new and experienced volunteers, building a sense of camaraderie and teamwork.
  • Educating New Members: Use the retreat as an opportunity to educate new members about the organization’s mission, history, vision, values, acheivements, and strategic objectives.
  • Shaping Your Organizational Culture: Collaborative planning allows volunteers to contribute their ideas and perspectives, shaping your organizational culture and fostering a sense of ownership.

By involving volunteers in your planning process, they become personally invested in implementing strategies for your organization’s success – and that’s exactly what we want, right! 

Foster Mutual Growth

Effective board engagement is a two-way street. While your organization will benefit from dedicated volunteers, it’s essential to invest in their development and well-being. Consider implementing the following strategies to demonstrate your appreciation and support for their dedication and commitment: 

  • Comprehensive Orientation and Training: Provide thorough orientation sessions to familiarize new board members with your organization’s mission, structure, programs, and governance practices. Offer ongoing training opportunities to enhance their skills and knowledge.
  • Mentorship Programs: Pair new board members with seasoned veterans to provide guidance, support, and opportunities for professional growth.
  • Attendance at Industry Conferences: Facilitate attendance at relevant industry conferences, workshops, and seminars, where board members can learn best practices, network with peers, and gain fresh perspectives.
  • Recognition and Appreciation: Regularly acknowledge and celebrate volunteer contributions through various channels, such as newsletters, social media, awards ceremonies, and personal thank-you notes.

Quote: “Never doubt that a small group of thoughtful committed citizens can change the world: indeed, it’s the only thing that ever has.” ― Margaret Mead

When organizations prioritize the growth and satisfaction of their board members, engagement naturally follows, leading to a more cohesive and effective governing body. Cultivating an engaged and effective Board of Directors requires intentional effort and investment. By clarifying organizational needs, involving volunteers in planning, and fostering mutual growth, nonprofits can build a strong foundation for governance excellence and mission success.

Of course, every nonprofit is different and has unique needs and challenges which is why I am here. Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call if you would like to discuss ways to effectively engage your organization’s Board of Directors. 

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

Think of your Board of Directors as an Adult Leadership Program

When I was an Executive Director with the YMCAs, I had Program Directors who ran our programs – things like day camp, youth sports, teen leaders, etc. Other organizations probably have similar roles, people who run programs, services, do case management, etc. A couple of months ago I shared an article on effective board meetings. In it, I talked about how I think of the Board of Directors as an Adult Leadership program that the Executive Director leads. 

Our youth programs would teach kids things like teamwork, sportsmanship, and how to develop healthy relationships. Similarly, our Board of Directors helps adults to develop their presentation and collaboration skills, it teaches them how to problem solve and advocate for things that are important to them, and it gives them a connection to their community that they might not otherwise have. 

When we think about our boards in that light, it shifts how we think about the structure, functions and activities of the board. It also helps us shift from a one-way street to a two-way street. If we just think about the board as being there to serve our organization, it’s a one-way street – what can the organization get out of these people? When we consider our work with the board as a two-way street we start to think about how the work engages and develops the members of the board. 

In planning a youth development program, the director needs to consider these components: 

  • Objectives and Purpose
  • Target Audience
  • Program Structure and Activities 
  • Curriculum and Content
  • Resources and Materials
  • Staff and Volunteers
  • Budget and Funding
  • Outreach and Recruitment
  • Evaluation and Assessment
  • Safety and Risk Management 

Let’s look at each and see how these planning components can apply to running an Adult Leadership program, AKA the Board of Directors. 

  • Objectives and Purpose

    • Clarify what you want the organization to get out of the program AND what you want the participants to come away with. Will they experience skills development, personal growth, community engagement, network building, leadership skills, personal fulfillment, etc? 

  • Target Audience

    • Who and what does your organization need in order to advance the work on the cause? Think about the skills, passion, connections, characteristics, and demographics of the people you want on your board. If the people on your board do not possess the qualities that you need, how can you help them to level-up?

  • Program Structure and Activities 

    • What are you going to have your board members do? It’s not enough to just have them come to board meetings for a sit & get. Incorporate opportunities for every board member to speak and contribute. Think about engagement opportunities outside of board meetings; such as committees, task forces, program observations, community outreach, public appearances, and more. Ideas for engaging your volunteers at a higher level:
      • Provide experiential learning to help grow their knowledge of the cause
      • Give them research projects or reading to do and report back to the larger group
      • Have them interview experts in your industry and share their learnings 
      • Give them the opportunity to conduct mission moment interviews and share the impact the organization is having
      • Delegate the facilitation of a discussion topics to someone other than the board chair
      • Additionally: opening thoughts, timekeepers, and committee reports are all roles that volunteers can step into 

  • Curriculum and Content

    • The content of board work should tie back to the mission and strategies of the organization. By including volunteers in strategic planning and tying those plans back to the month-to-month work of the board, you actively engage your board in advancing the mission. In addition, consider the opportunities you are including for your volunteers to grow. You might include:
      • Formal or informal training on things like: board governance, community initiatives, leadership skills, industry trends, etc. 
      • Board mentoring
      • Presentation opportunities
      • Networking 
      • Mission education and connection

  • Resources and Materials

    • This involves ensuring that your volunteers have the information available to do their job as a board member effectively. That can include an onboarding process, access to historical information, agendas and reading materials distributed in advance, and staff or volunteer support.

  • Staff and Volunteers

    • In order to ensure that the adult leadership program is effective, it requires staff or volunteer monitoring. Often the Executive Director is the leader who ensures that the program runs according to design. A Board Development committee or a Board Governance committee can (and should) help with planning, executing, and evaluating the work of the board. 

  • Budget and Funding

    • Just like with any other program, potential expenses need to be considered. Do you need to rent space for meetings, provide meals or snacks, purchase name tags or shirts, host socials, etc? Meals or other refreshments can serve as a great strategy for bringing people together and providing informal networking. 

  • Outreach and Recruitment

    • I hardly ever talk to a nonprofit leader that doesn’t ask me how they can find and recruit good board members. It’s important to acknowledge the fact that a professional and highly productive board can be one of your best attraction and retention tools. When people are excited about serving on your board and they believe their time is being used valuably, they will want to get others involved. And, the opposite is true. If meetings are unproductive and poorly organized, they can repel prospective board members.

  • Evaluation and Assessment

    • Again, this is often led by the Executive Director, and it is great to enlist the Board Development committee with this process. Good questions for the group to discuss include:
      • How effective was our last meeting?
      • Did we engage all members?
      • Are volunteers actively contributing?
      • What can we do to make the next one better? 
      • Are there any “off-line” conversations that need to happen? 
      • Are we meeting our objectives in regards to adult leadership development? 
      • Are we moving the needle on the work of the board towards our strategic objectives? 

  • Safety and Risk Management 

    • Serving on a board is usually a fairly low risk program in terms of physical safety. Unlike providing swimming or camping programming! To make sure that your volunteers are protected, all agencies should carry Directors & Officers (D&O) insurance. Additionally, ensuring that you create a culture where it is safe for people to step outside their comfort zone is key to helping them grow. No one grows when they do not feel safe. 

There’s no question that our best volunteers are the ones who give their time and energy to our organization out of a passion and desire to give back. And that is still super important. But if we are only thinking about what we can get out of our board members, rather than what we can give them, we are missing an opportunity to further develop the adult leaders we interact with and who care about making our world a better place. 

Every nonprofit is different and has unique needs and challenges. Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call if you would like to discuss your organization’s Adult Leadership Program. 

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

 

Effective Board Meetings

I believe that this is my last article comparing leading a staff team to leading a team of governance volunteers. If you haven’t been following along, but are curious to learn more, check out my previous articles on this topic:

What I have observed in working with and speaking with hundreds of nonprofit leaders, is an interesting disconnect. Whether it’s Board Chairs, who supervise and lead staff for their paid job, or Executive Directors, who lead a team of employees to deliver the work of the organization. These folks are often highly skilled when it comes to supervising and managing paid staff. Then, when it comes to leading a group of governance volunteers, they struggle. That was the motivation behind my last several articles comparing these two types of teams. 

I often say that all business is people-business. And when it comes to the nonprofit sector, that statement can be multiplied by 100. Everything about leading a nonprofit comes down to the ability to work with people. Relationships drive programming, funding, governance, partnerships, vision, impact and more. It doesn’t matter if you are speaking with your paid staff, volunteers, friends or your spouse, healthy communication is the foundation of strong relationships. 

Board Meetings as Special Events

One of the main communication systems most nonprofits have in place for connecting with their volunteers the regular board meetings. Hopefully this is not the only communication system, but it’s a pretty important one. So much so, that I have always thought of a board meeting as a special event. 

Think for a moment of the  Board of Directors as an adult leadership program. This program supports the volunteers governing the organization, and also helps develop even stronger and more passionate volunteer leaders. Running this program involves engaging different volunteers in a variety of aspects of leading the organization. This could include leading a committee, doing research, advocating for the organization, friend-raising, and more. Then the board meeting is when it all comes together. 

Like with a special event, a lot of planning, communication and preparation go into ensuring that it’s a success. The March article on communication goes into a detailed process on how-to and what-to communicate with your volunteers leading up to and following a board meeting. Ensuring everyone knows when the meeting will be and its content is important, but it’s just a small part of planning this special event. 

Components of Effective Team Meetings

Whether your team is made up of paid staff, or governance volunteers; meetings are a critical tool for effective communication, collaboration, and problem-solving within any organization. An effective meeting requires careful planning and execution to ensure that everyone is engaged, productive, and focused on the team’s objectives. 

  • Clear Objectives: Every meeting should have a clear purpose and objectives. If you don’t know why you are bringing people together, it’s worth evaluating the value of the meeting. Generally with board meetings we are looking to do some or all of these things:
    • Connect volunteers to the mission
    • Ensure everyone is well-informed and on the same page
    • Educate volunteers on their role and/or skills development
    • Problem-solve
    • Team-building
    • Strengthen communication
    • Address official business
  • Agenda: A well-planned agenda is a critical component of an effective team meeting. The agenda should be distributed to all participants a minimum of one week before the meeting, along with any pre-read materials or preparation required. The agenda will help keep the meeting focused and ensure that all relevant topics are covered. My recommended board meeting agenda is as follows, and is similar to my staff meeting agenda:
    • Welcome/Opening – In addition to introductions, this is a great time for a mission moment spotlighting the work of the organization. (Connecting volunteers to the mission.)
    • Segue – Have everyone share some good news, both personal and professional. This provides a transition from what they were doing before, to this group. It also ensures that everyone speaks at least once in the meeting. (Team-building.)
    • Approval of Minutes (Address official business.)
    • Customer/Employee/Board Headlines – Note anything worth celebrating or acknowledging. (Connect to the mission. Team-building. Strengthen communication.)
    • Operational Announcements (Strengthens communication.) 
    • To-Do Items – Review any action items from the previous meeting. Are they completed, progressing, or off-track? Any off-track items drop down to the Discussion section. (Strengthen communication. Identify issues needing problem-solving)
    • Committee Reports – High level presentation of the work of the committees. Vote on initiatives when appropriate. Drop any issues down to the Discussion section. (Ensure everyone is well informed. Problem-solving. Strengthen communication.)
    • Discussion Items – All of the previous items should be addressed fairly quickly, leaving half or even two-thirds of the meeting time to focus on your Discussion Items. If there is a long list, as a group choose the 3 most important topics that need to be addressed. Give each topic 15-minutes. If you get through all items, pick the next most important one to discuss. (Skills development. Problem-solving. Strengthen Communication. Address official business.)
    • Conclusion – At the end of the meeting review any action items or assignments made. Discuss any outward communications that need to come out of this meeting, and who will handle it. (Ensure everyone is well-informed. Strengthen communication.)

You can grab a copy of my recommended board meeting agenda here.

  • Active Participation: Effective meetings require active participation from all team members. Otherwise, why are they there? The meeting leader, usually the Board Chair, can encourage this by asking specific people for their insights, going around the room and having everyone contribute, or breaking up into smaller groups for in-depth discussions. 
  • Time Management: We are all busy and time is a precious commodity. Effective meetings require good time management. Consider assigning a time-keeper to keep things moving along and minimize tangents. Effective meeting time management can bolster engagement when volunteers know their time is respected and used effectively.
  • Action Items: The point of a meeting is to make decisions and move the organization forward. As stated above, capture action items and next steps during the meeting and assign ownership and deadlines. Review at the end of the meeting and put these items on the agenda for next time, so they don’t get lost. This will help to ensure that decisions are acted upon and progress is made.

If you have not been thinking of your board meetings as a special event, give it a try. It establishes a greater sense of importance and production. Running quality board meetings can be one of the most effective strategies you implement in attracting and retaining quality board members. People want to know why they are coming together, they want to use their time effectively, and they want to see progress. Thoughtful and intentional board meetings can be the backbone needed to advance your work. 

Make Sure Everyone is Prepared

In addition to sending out agendas and assignments in advance of the meeting, everyone should know their role in the meeting. If you have a committee chair giving a report, review it with them in advance. Without guidance, they may end up just reading the minutes from their last meeting. Coach any who will be speaking or presenting on what and how they should approach the assignment. There is a bit of orchestrating that goes into delivering a quality board meeting special event. 

Timing is Everything

Finally, I highly recommend that your meetings have a set day and time. This way volunteers can have an entire year’s worth of meetings on their calendars. They can plan around them and communicate when there are conflicts. If yours is a brand new board, and you are still figuring out when that best time to meet is, use the input of the group, and then set the time that works best for everyone. As early as possible, establish that standing day and time. 

When it comes to frequency, I think monthly or every other month is best. Any less frequent, and you totally lose any momentum that you gain at the meeting. There are exceptions. For example, if you bring people in from all over the country/world. Or if your agency’s focus is on an event that happens once a year. For those who bring the board together less than every other month, it will be important to develop a robust committee structure or other work to keep your volunteers connected to your cause and to the important work of governing your agency. 

I love helping organizations evolve their board meetings from “sit & gets” to engaging and robust systems for advancing their work. Email me at Kim@Athena-CoCo.com, or schedule a Discovery Call to discuss creating board meeting special events that will drive your organization’s success! 

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

Mission Monday ~ envida

The word envida, rooted in Latin, translates to mean “together in life.” That’s exactly the commitment of the nonprofit organization envida. They come together to ensure our entire community is able to live their lives fully. By providing transportation and homecare services to individuals with disabilities, older adults and those experiencing financial challenges, they help make this possible.

Getting around and staying in your home are essential to health and happiness. For nearly 50 years envida has transported clients to medical appointments, work, classes, recreational activities and more! With a fleet of 50 vehicles; as well as community based volunteers, envida is able to serve clients with recurring needs or single rides.

I had the pleasure of visiting with Gail Nehls, CEO of envida for the past 11 years. Gail is passionate about continuing to address this growing need in our community. She wishes more people knew that envida is here and accessible to many who can benefit from their services. Gail has a vision of expanding services to provide more weekend rides, and more accessibility in the outlying parts of the Colorado Springs metro area.

Their volunteer program involves neighbors helping neighbors. This is an opportunity for growth for this agency. Currently envida is seeking volunteers in Monument, to help with short rides around town. If you are interested in helping occasionally or on a regular basis, email them to learn more.

Right now envida’s biggest challenge, like many nonprofit organizations, is revenue. Demand continues to grow and resources remain limited. As a result, they are currently in need of a Grant Writer, a Business Development Specialist, and an Administrator skilled in reporting. If you have interest in helping ensure mobility and home-based living (or know someone who would be a great fit), reach out to Gail or check out their employment page.

Discover the difference envida is making in our community on their website.

Engaging Prospective Board Members

In this article I talked about where to find prospective board members. (Incidentally, the sources for finding board members are also a great place to look for good donors.) Then, in this one I talked about the importance of clarifying your board expectations. Afterall, you wouldn’t take a paid job without knowing what the company was expecting from you. Similarly, no one wants to get into a volunteer position and be caught off guard by what is expected of them.

Today’s article is going to look at those crucial next steps. Once you know what you expect from your board members, and you have some ideas about where to look for and recruit them – you need to be ready with a plan for what to do with them once you start attracting them. 

I have observed leaders who meet someone – who has a little bit of interest in their organization – and they ask them to join their board right away. Finding, recruiting, and keeping good board members is hard work. It’s understandable that leaders may want to try and capture those interested as quickly as possible. However, slowing this process down is a much better approach. Let’s explore why. 

Recruiting Your Boss

Often, especially in younger nonprofits, the Executive Director does a lot of the work of recruiting the board. It often becomes just one more of the millions of things that she or he needs to work on. The very top reason to slow down the board recruitment process is because, as the ED, you are essentially recruiting one of your bosses. It’s safe to say that you probably want to make sure that you bring on someone who you trust, who you know will make decisions with the best interest of the organization in mind, and who is volunteering for your organization for the right reasons. 

Relationships Drive the Work

The work of a nonprofit organization is highly relational. Successful organizations engage more and more people in the important work of making the world a better place. Strong and healthy boards help to share the story of the organization, connect to partners, recruit more people to engage, and ensure impact and sustainability. Discovering how a prospective board member might contribute in an effective way takes time. It requires multiple interactions to develop a relationship and understand how their involvement can be mutually beneficial. 

Good Decisions Take Time

Just like you want to make a good decision for your agency, you also want to be sure that the prospect makes a good decision for themselves. They need to make a connection to your cause; determine if they have the time, energy and capacity to serve; and decide if your board is a good fit for them. It can be very disruptive to bring on a new board member, have them stay only a few months, and then lose them. 

For these reasons and many more, I recommend that organizations put a recruitment process in place. Having a process doesn’t mean that you cannot deviate from it, it just means that you have a plan for how to develop a relationship with a potential board member. 

Every organization needs to determine how their process looks. Many factors will determine what is right for each agency. An organization’s size, maturity, current programming, current board health, needs, and challenges are just a few of the things to consider. 

When working with agencies I recommend a minimum of 3 to 4 interactions prior to inviting someone to serve on the board. In the generic example below I’ve outlined some basic elements to include.

Board Recruitment Process

  • You get a Lead. This can come from networking, through your programming, a name presented by a volunteer, etc. 
  • Qualify that the Lead seems like a good prospect. Start (or continue) the relationship-building process. Take them out for coffee or lunch. Begin to share the idea of them serving on your board. 
  • If appropriate, invite them to observe a program or operations. Help them get a feel for the work that you do. During the observations make sure that someone hosts them. You want to clearly explain the methodology of your work, what sets your agency apart, and the intentional things you are doing to make a difference. 
    • Agencies that serve highly vulnerable populations may have to find different ways of educating a prospect about their work. 
  • Again – when appropriate, have them visit and observe a board or committee meeting. This is a good way for them to get a feel for the culture and how they might fit into it. 
  • Follow-up with the prospect to answer any questions, review expectations in detail, and explore how they are feeling about the possibility of getting involved. 
  • If they are interested, present to the board for a vote.
  • Officially invite them to join – OR – thank them for going through the process. 
    • A future article will talk about what to do with them once you invite them to join and they say: “Yes!” 
    • If you need to turn them away, share honest feedback. If the door is open to future involvement, let them know. If they are not a match, be clear about that too. 

As you consider who to bring into your organization, there is a lot to think about. Are they a good fit? Do they have skills that your agency needs? Can they help with connections, open doors, or raise money? These are all important questions you need to ask. I believe the most important thing to look for is passion. Do they care about the issue your agency is addressing and your strategies for solving it? If not, they may not bring their best self to the table and they may not contribute consistently. 

When you have a great first “date,” do the next logical step and ask them to get together again. Bringing someone on your board is not as significant as getting married. So after a few good “dates” it may make sense to start talking about taking the relationship to the next level; ie: getting them involved as a volunteer. Just as you should hire slowly and choose a life partner slowly – take your time bringing on new board members. 

If your organization needs help creating a recruitment process that is right for you, I would love to help! Email me at Kim@Athena-CoCo.com to learn more. Let’s connect!

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

 

Mission Monday ~ First Tee

First Tee is a nonprofit organization that teaches children life skills through purposed golf lessons. By integrating the game of golf with a life skills curriculum, First Tee attempts to build inner strength, self-confidence, and resilience in participating children. This is not to be confused with Top Golf. Who would do that? Well, maybe me. 

Once I understood which business we were talking about, I had a great conversation with Community Impact Coordinator, Lauren Graziano. Lauren shared that all programs, activities, curriculum, volunteers and staff are dedicated to helping youth to develop confidence, overcome challenges and achieve goals. With Executive Director Sandy Johnson on maternity leave, Lauren currently has a lot on her plate! 

There’s a quote on their website about golf being the closest game to living life. Famous amateur golfer Bobby Jones said, “You get bad breaks from good shots, you get good breaks from bad shots, but you have to play the ball where it lies.” Using the game of golf, First Tee — Southern Colorado teaches core values and life skills to help kids from all backgrounds and ages tackle the good and bad breaks they get in life. The team is currently getting ready for summer programming. In order to deliver the impactful, quality programming that is a hallmark of First Tee, they need lots of volunteers! If you are interested in making a difference in the lives of young people you can get involved here. 

One thing Lauren shared that I thought readers would be interested in is that anyone can purchase a membership to their facility at 525 North Academy Boulevard in Colorado Springs. The facility includes: six micro-range hitting bays with 32 inch TV displays of ball flight analytics, two aboutGolf PGA Tour simulators (where you can play 9 or 18 holes) and full size putting and chipping greens. How fun is that?!?!?

Most people think of First Tee as a golf skills program. What Lauren and the team would most like for people to know is that it’s actually a youth development program working on character development through understanding and managing emotions, resolving conflicts, setting up step-by-step goals, planning for the future, and appreciating diversity. If you would like to contribute, volunteer, or just learn more go to https://firstteesoco.org. You can also connect with Lauren at lauren@firstteesoco.org.