August, 2006 -by Peter C. Brinckerhoff

This Month's topic: Board and Non-CEO Relations


TO SUBSCRIBE: If you are not regularly receiving the MBM Newsletter, simply send an email to subscribe@missionbased.com. You will be added to our mailing list and begin receiving your own copy next month.

Anti-spam promise: Your email address will not be sold, lent, or passed on to any other person or organization. In addition, I don't use Microsoft Outlook or Outlook Express for my mail server, so if a worm ever gets into my computers, it won't steal your address!

TO UNSUBSCRIBE: If you no longer wish to receive this newsletter, send an email to unsubscribe@missionbased.com and you will be promptly removed from the mailing list.

This Month's Topic: Board and Non-CEO Relations
Each month, this area provides with a number of my favorite and most helpful sites regarding the topic of the month.

Management Tip of the Month

Each issue, I start with a discussion of my management perspective on the month's topic, and give you a few hands-on ideas to consider.

Recommended Publications

Here, I provide you with my recommendations on the  materials available that can help you become more mission-capable in the area of Board and  Non-CEO Relations.

Technology

I provide you with some good ideas for uses of tech to better your organization in the area of Board and  Non-CEO Relations

Marketing Tip

So much to say, so little space to say it.....

Next Issue

In September, we'll examine an issue that is very important, and often stressful subject of: Executive Transition


Websites of the Month

Here are my recommendations for websites of interest on this month's topic: Board and  Non-CEO Relations

www.compasspoint.org/boardcafe/details.php?id=85 Good discussion of limiting staff interaction with the board, from Board Cafe..remember to scroll down.
http://www.idealist.org/if/idealist/en/FAQ/ Really interesting set of answers to a FAQ question about board staff interaction. Reactions on both sides of the issue.

Back to Top


Management Tip of the Month
Board and  Non-CEO Relations

"Should I let my staff interact with the board?"

"I'm on the board and I see staff members all the time at other meetings I attend. Two staff serve with me on our school's PTO. What's the appropriate thing for me to do?"

"Our ED doesn't allow staff contact with the board. This bothers me. Am I off base?"

Those are quotes from e-mails I have received on this issue in the last three months. I hear these kinds of questions often, and they address an important issue. First, let's review my Third Rule of Nonprofits, a rule that will be familiar to regular readers:
 "The Executive Director works for the Board. All the other employees work for the Executive Director. Period."

This rule means that the ED is in charge of hiring, firing, and disciplining staff. It doesn't mean that the ED should lock the staff away in a monastic existence, banning all interaction with the board. In fact, the healthiest nonprofits I have regular interaction between board and non ED staff. But there is a line that some board and staff cross, and when they do its always to the detriment of the organization. Let's look at some examples of good and bad interaction.

Appropriate Interaction:
Staff members staffing board committees. I encourage this. It highlights your great staff, is a tremendous growth opportunity for them, and takes some of the load off of you.

Interacting with board members at fund-raisers, and other community events. Very appropriate, and healthy for all.

Staff calling board members to ask for help in making a community connection of some kind.

Staff and Board socializing or interacting as part of their non-agency lives. Great, as long as the discussions stay away from agency internal topics.

Inappropriate Interaction:
A board member intentionally calls non-CEO staff to "see what is going on in the agency".

A staff member calls a board member to complain about something in the agency.

Two board members take different staff to lunch once a week "as a check and balance on the CEO" (True story).

Fortunately, problems in this area can be usually be avoided by a combination of good orientation, strong board leadership, and regular reminders to board and staff as to what is and is not appropriate behavior. Communication is key (See the Marketing Tip below).

Thus, my bottom line here is to encourage board-staff interaction at appropriate places and times, and on appropriate subjects. Just keep my Third Rule in mind!

If you found this hint helpful, there are lots more management, marketing, and technology ideas for you in the "Ideas" section at www.missionbased.com. Check them out--they're free.

And, remember to take a look at the Mission-Based Management Blog.

Back to Top


Print Resources

My recommendations for texts on Board and  Non-CEO Relations are shown below.  Click on the title to be taken to the title's page on Amazon.com. There you can look at the book in more detail.

Nonprofit Boards: Roles, Responsibilities, by Diane Duca

The Nonprofit Leadership Team, Building the Board-Executive Director Partnership, by Fisher Howe

Back to Top


Technology Tip 
How can tech help with Board and Non-CEO Relations

As I noted earlier in the management tip, the key to reducing and even preventing inappropriate interaction mostly centers around better communications. Tech can help.

First, use your website to keep board informed of which staff to contact about which subject areas. Note their name, phone and extension and email, an include a picture. Update this area regularly and place it in the board-only part of your website. This will help for day-to-day issues.

In crises, though, you need to be more proactive: develop good email and cell phone lists of your board members and if anything, over-communicate about what is going on in the organization. This may be in response to a financial crisis, a legal issue, a negative media story, or a personnel problem that is "going nuclear". A quick (accurate) email about issues like this does two things: first, it puts you on record with your side of the story, and second it ameliorates a lot of concern. Remember to call those board who either don't have--or don't use-- email.

If you found this hint helpful, there are lots more management, marketing, and technology ideas for you in the "Ideas" section at www.missionbased.com. Check them out--they're free.

Back to Top


Training Schedule for Peter Brinckerhoff

Below you'll see the date, location, and topics of public training I'm scheduled to do in the next few months. For more information on a particular speaking engagement, get in touch with the contact person listed in the right hand column, or email me.

For more information on my availability throughout the next 12-18 months, available topics, sample agendas, and fees go to www.missionbased.com/training.htm

Date City Topic Contact
8/8-9/06 Buffalo, NY Business Development NISH
Dave Wessel
dwessel@nish.org
9/06/06 Ballston, VA Readiness for Business Development Workability International
Deborah Atkinson
datkinson@nish.org
10/05/06  New Paltz, NY Nonprofit Stewardship Council of Community Services of NY State
Kelly Mathews
kmathews@ccsnys.org
10/06/06 Quincy, IL Mission-Based Management United Way of Adams County
Cheryl Waterman
cheryl@unitedwayadamsco.org
10/11/06 Couer D'Alene, ID Developing a Life Long Learning Organization NISH NW Regional Meeting
Susan Milstein
smilstein@nish.org
10/26/06 Chicago Generation Change in Nonprofits North Park University
Kris Maldre
kmaldre@northpark.edu

Marketing Tip
How can Marketing help in improving Board and Non-CEO Relations?

First and foremost, the problems in the area of board and non-CEO relations often come from board members simply not having information they need when, and in the format that, they need it. Make sure that you play the prevention game by having information in board members hands (or on your website as noted in the Tech Tip earlier).

Second, board inquiries that get out of hand seem to center around crises. Boards are understandably concerned if there is an issue that makes the local paper, or if there is a financial crisis. Make sure that again, communications lines are clear, and that the board has an abundance of up to date and accurate information regularly (which in some cases may mean daily)

Third, remember to use your marketing asking and communications skills by developing a short discussion session to be presented once a year about appropriate board interaction. This session should be presented by board and staff together.

Finally, it is rare in my experience that board members are malicious in their inquiry, although it does happen. These suggestions will prevent most inappropriate inquiries from happening, and when they do, will go a long way to build the trust that is so important between the board and the staff.

If you want to see more about this in detail, take a look at more about my book Mission-Based Marketing; Second Edition

If you found this hint helpful, there are lots more management, marketing, and technology ideas for you in the "Ideas" section at www.missionbased.com. Check them out--they're free.

Back to Top


Future Topics for
The Mission-Based Management Newsletter....
September Executive Transition
October Advocacy
November When Boards Fail in their Role
December Conflict of Interest
January Business Recovery Plans
February  New Tech Uses for Nonprofits
March Are Admin Costs Important?
Send me your topic suggestions at peter@missionbased.com

Back to Top


You asked, so here they are: Past Single-Topic Issues of the Mission-Based Management Newsletter...
2004 2005 2006
January Business Development Strategic Planning Generation Change 
February Fund Raising Leadership Accountability
March Volunteers Core Competencies Ethics and Management
April Financial Management Expanding to New Markets Staff Satisfaction
May On-line Marketing