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January, 2008 -by Peter C. Brinckerhoff

This Month's topic: Reorganizing Your Board of Directors


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Full Disclosure: Seekler is a product of Prethory, LLC, founded by my son Ben who also designed my www.missionbased.com website.


This Month's Topic: Reorganizing Your Board of Directors

Sites of the Month

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 Reorganizing Your Board of Directors.

Technology

I provide you with some good ideas for uses of tech to better your organization in the area of  Reorganizing Your Board of Directors..

Marketing Tip

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

Next Issue

In February,  we'll turn to a key issue for your organization: New Communications Tools

Past Issues:
You can see the topics of past Mission-Based Management Newsletters, and then view those that are of interest to you, by scrolling to the bottom of the newsletter, or by clicking here.

Websites of the Month

Here are my recommendations for websites of interest on this month's topic:  Reorganizing Your Board of Directors.

www.managementhelp.org/boards/boards.htm The Free Management Library section on Board development and management.
www.boardsource.org/ BoardSource, one of the best locations for great board advice and publications.
www.managementhelp.org/org_eval/uw_brd.htm A board checklist from the Free Management Library---this is a great place to start your reorganization discussions.

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Management Tip of the Month
Reorganizing Your Board of Directors
All nonprofits must have a board of directors. It's required, and it's good management. Your board is designed to set policy, be an oversight body,  serve as a check and balance with the staff, to offer outside input and objectivity, and to provide credibility in the community you serve. Pretty much everyone would agree with that general job description, and while there are many organizations and publications that offer a much more detailed listing of board responsibilities, they pretty much all fit into the general categories above.

So, why this topic about reorganization? Because to be able to continue to do the things listed, boards today often need to go through a "review and refresh" cycle to continue to be that excellent board that the organization needs. Does reorganization mean a total re-vamping; throwing out all the current members? Of course not. But some members may well leave. Does it mean a complete overhaul of procedures, the bylaws, and operating documents? No, but they should be reviewed to make sure they still work in today's environment. Let's start by looking at that environment and then suggest some things for you and your organization to do. Here are some things to think about:

1. It's getting harder to recruit board members. Many people are concerned about making the commitment to be a board member, both from the perspective of time and of the fiduciary responsibility. There was a time when it was not unusual for someone to be on two or even three boards at once: that's waning. So, we have to look at what's keeping people from making that commitment, and try to improve our own board experience.

2. Our boards (at least in the US, Canada and the UK) are aging. The average board member is a Boomer, or older than 48. One key challenge for the next 5-10 years is to recruit (and retain) younger board members.

3. There is a schism between what boards are supposed to do and what they often are doing. What should they be doing? Policy, oversight, check and balance. What are they doing? Far too often, just fund raising. This chases away the people who don't like to ask for money, many of whom are otherwise excellent board members. Note: I strongly agree that board members need to be involved in fund raising, but in many organizations that's their primary or even their only job. And that's not good.

So, what to do? Now is a great  time to consider a board review and reorganization within the context of your nonprofit's strategic plan. Here are some areas to consider:

Board makeup and skillset. Look carefully at your board skillset and the length of time each skill will be on the board (assuming you have board terms). Then, cross reference that to your strategic plan. What different skills do you need? I'm sure you are working on your board diversity, but don't forget age diversity as well. Finally, here are some skills you need on your board that you may not have thought of:
  •     Generational representation
  •     Knowledge of Technology (not to fix your e-mail, but tech in a strategic sense)
  •     Understanding of Media (all the ways that we communicate)
Meeting times, frequency, length and location: Do you always meet on the third Tuesday of the month from 7:00-9:00 PM? Why? Because you always have? Not good enough. Talk to your board about the frequency, length, time and location of your board (and committee meetings) Make the meetings work for the most people. Even if you don't change a thing, the fact that you ask will be very popular with your board.

Re-think Officer duties: Does your current officer array still make sense? Should you consider splitting the PR roles of President and Vice President? Combining (or splitting) the Treasurer and Secretary roles, adding a Vice Treasurer, or re-arranging your Executive Committee? Think this through and remember, if you change anything here, make the appropriate change in your bylaws.

Committee structure and process: Make sure your committees match the needs of the organization as seen in your strategic plan. You may need a new committee to manage a new property, or to ramp up your development activities. Also, make sure your committees function (and have quorums) in the way that they should. Don't repeat all of each committee meeting at the board meeting. Finally, have each committee review their meeting time, frequency, length and location, just like the board.

Leadership development: If you are like most nonprofits you don't have an ongoing leadership development program for your board including meeting management, a regular review of board roles, and conflict of interest rules. Set one up and review it annually.

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.

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Print Resources

My recommendations for texts and other readings on  Reorganizing Your Board of Directors:

The Best of Board Cafe: hands-On Solutions for Nonprofit Boards, by Jan Masaoka

Good Governance for Nonprofits, by Fred Laughlin

Nonprofit Stewardship, by Peter Brinckerhoff (there is an entire chapter on board and officer stewardship).

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Technology Tip 
Reorganizing Your Board of Directors...and  Technology

As you think through board reorganization, you may well be adding new people to the board. They'll be checking you out online first, so make sure that your board area on your website is clear and helpful, and makes them want to be a part of your mission.

Once they come on the board, they should have access to a specific area of your website reserved (by password) just for your board. Done right, this resource will speed their orientation and allow all your board members to have more information when they want it.

Finally, remember to be flexible in your use of email communications and requiring that all your board materials go out electronically. Not all board members have the resources to print out 30 or 40 pages of board or committee materials before each meeting. Some do, and some will, but remain flexible. As I say in the Marketing Tip below: ask.


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

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Training Schedule for Peter Brinckerhoff

Below you'll see the date, location, and topics of public training I'm currently 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

1/10-11/08 Anchorage Generation Change The Foraker Group
Laurie Wolf
lwolf@forakergroup.org
2/5/08 St. Paul Generation Change Wilder Foundation
Ronnie Brooks
RLB2@wilder.org
2/7/08 San Antonio Generation Change and Change Management National Kidney Foundation
John Brown
johnb@kidney.org
2/20/08 Tampa Nonprofit Stewardship DTI
Kristina Sampson
ksampson@dtinational.org
2/26/08 Phoenix Generation Change  Faith In Action Conference
Ramonda Kyser
rkyser@wfubmc.edu

Marketing Tip

Reorganizing Your Board of Directors and Marketing

Marketing comes into play in two ways during board reorganization. First, as you expand, contract, reconstitute, etc. remember a key part of marketing: Asking. Ask your board members about the best time, length, location, and frequency of their meetings, ask them about how they should receive their board materials,
ask them about what they need in terms of leadership development. Ask, ask, and keep on asking.

Then, use the reorganization as a marketing advantage, a way of getting the organization back into the public eye. Put information out on any new board members to the press. Note the reorganization in your newsletter and on your website. Send information to regular donors, emphasizing the good stewardship aspects of what you've done.

Finally, remember to put information about all your board on your website. Your board provides credibility to your community, but only if people can find out about your board members. Here's a great example from the YMCA of Fort Wayne, IN. Notice that the work title of each board member is included and that you can click to find out more about most of them.


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.

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Future Topics for
The Mission-Based Management Newsletter....
February New Communications Tools
March Generation Change and Finance
April Greening Your Nonprofit
May New Approaches to Social Entrepreneurship
June Leadership Development
Send me your topic suggestions at: peter@missionbased.com

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You asked, so here they are: Past Single-Topic Issues of the Mission-Based Management Newsletter...

2004 2005 2006 2007
January Business Development Strategic Planning Generation Change  Conflict of Interest
February Fund Raising Leadership Accountability Generation Change and Your Staff
March Volunteers Core Competencies Ethics and Management Admin Costs
April Financial Management Expanding to New Markets Staff Satisfaction New  Tech Ideas for Nonprofits
May On-line Marketing  Endowments  When Boards Cross the Management/Policy Line Generations Change and the People You Serve
June Transparency  Tech and Mission  Staff Rewards Mentoring
July Nonprofit Start-up  Sustainability  Saying No to Community Needs Better Cash Planning
August Governance Ethical Benefits  Board and Non-CEO Relations Small Nonprofits
September Political Activities Entrepreneurship  Executive Transition Generation Change and Technology
October Attracting and Retaining Younger Staff, Board, and Volunteers Internal Communications   Advocacy Crisis Management
November Outcome Measurement Board Recruitment  When Boards Fail Generation Change and Marketing
December  Lifelong Learning Better Budgeting  Conflict of Interest  Signs of Organizational Trouble

 

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