May, 2006 -by Peter C. Brinckerhoff

This Month's topic: Boards Who Cross the Policy vs. Management Line.


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This Month's Topic: Boards Who Cross the Policy vs. Management Line.
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 Boards Who Cross the Policy vs. Management Line..

Technology

I provide you with some good ideas for uses of tech to better your organization in the area of Boards Who Cross the Policy vs. Management Line.

Marketing Tip

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

Next Issue

In June, we'll examine an issue that is very important, and too often ignored: Employee Rewards.


Websites of the Month

Here are my recommendations for websites of interest on this month's topic,  Boards Who Cross the Policy vs. Management Line.

www.managementhelp.org/boards/brdrspon.htm The Free Management Library leads in this area yet again!
http://www.nonprofitquarterly.org/section/313.html Interesting article on good boards from the Nonprofit Quarterly--the author talks about "constructive meddling".
www.help4nonprofits.com/NP_Bd_MicroManage_Art.htm Great article by Hildy Gottlieb titled" "Why Boards Micromanage and How to Get Them to Stop" A must read.

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Management Tip of the Month
Boards Who Cross the Policy vs. Management Line

There are two complaints I hear most from ED's about their boards, First: "I just can't get my board to be active enough. They don't read their materials, they don't attend meetings, they don't seem to care." Not today's issue.

The other, which is the subject of this month's edition is this: "My board is looking over my shoulder all the time. They take on far too many management tasks. I can't get them to stick to policy. It's driving me nuts. What can I do?" Though common, this is a serious problem, for both the board and the management team.

Here are four things to consider. They are in priority order, but if your organization is already in crisis on this issue, you may have to take them out of sequence.

State clearly what the board is to do. This starts in your by-laws, continues in recruitment, and finishes in board evaluations. Establish a board job description, and then use it. This gives you a benchmark against which to measure and evaluate.

Give them something meaningful to do: Board members tend to be bright, committed, interested, people who are taking time away from their lives to help your organization. If you don't give them meaningful things to do at board meetings, they'll find something to do. And that usually means falling into management work, since most board members are more comfortable with management issues than with policy. Set meaningful tasks for your board. Sit down with your President or Executive Committee and talk about what tasks fit this definition. Talk to other Execs about what they have their boards accomplish.

Confront the leadership: If you are already in crisis on this issue, you have to sit down and confront your leadership. I know that this is scary--they are your bosses. But most board members don't have a clue that they've crossed the management/policy line. Tell them, show them examples, and discuss how to change the agenda and meeting to back away from management work. Remember, you'll almost certainly need to have more policy work (meaningful work) for them to do, and that's more work for you.

Bring in an outside expert: You may need to bring in an outside expert to get you back on track. An outsider can show your board what other boards are doing, and help ease the path from where you are to where you need to be. Talk to your United Way, your Community Foundation or your local Management Services Organization about consultants who are experts in this area. Another great source is the Alliance for Nonprofit Management website. There is a Consultant/Provider Search page on the Alliance's website that will guide you to appropriate consultants in your area.
 
Boards need to do policy, not minutiae. I tell board members all the time: you hired and you pay for good management. Let the managers manage and report. You do policy. When that line is crossed and the different roles get combined, the organization nearly always suffers. Use these steps to avoid this issue, or to get back on track if you already have this problem.


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 on improving boards sticking to their roleare shown below. You'll see that there are no titles that directly address the issue of the month, but these books are really excellent in discussing the appropriate roles of board members in pursuit of mission.

Governance as Leadership, by Richard Chait, William Ryan and Barbara Taylor

The Nonprofit Leadership Team, by Fisher Howe

Nonprofit Boards: Roles, Responsibilities and Performance, by Diane Duca

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Technology Tip 
Can tech help you keep the board on the right side of the management/policy line?
 
Yes, and tech can be used for three things in this area: Keeping the board well informed, educating the board, and getting feedback from the board.

1. Use your tech to keep your board as informed about, and focused on, policy issues. Put together a brief email update on policy issues at least once between each board meeting. Keeping your board's eyes on policy will keep their minds more on policy. And remember, the reverse is true. If you fill your newsletter with management issues rather than policy, your board will worry and think about management level concerns.

2. Provide backup information on your website. If your board is going to be discussing a policy issue at the next meeting, add background material to the board-only area of your website.This allows board members to dig deeper, without getting on the phone to you right off the bat.

3. Make sure that you have a space on your website for board feedback. One quick way to do this is a quarterly board satisfaction survey via one of the many HTML survey services such as SurveyMonkey. Small surveys are often free. Feedback like this is invaluable in finding out what your board members want (see the Marketing Tip below) and making sure that they are satisfied with the impact they are having on the organization.

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 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
6/08-09/06 San Francisco Business Development
NISH
Dave Wessel
dwessell@nish.org
6/12-13/-6 London, U.K Cutting Edge Techniques for Trustees National Centre for Voluntary Organisations
Tesse Akpeki
7/16/06 Chicago Board Stewardship Kellogg Executive Education
Ann Cohn Donnelly
a-donnelly@kellogg.northwestern.edu
7/31/06 Chicago Mission-Based Marketing Annual Marketing/PR  Networking Forum
Susan Hassell
susan_hassell@qhr.com

Marketing Tip
Boards Who Cross the Policy vs. Management Line: is there a marketing angle?

Yes, and it's all about meeting wants. Board members who are bored, or who feel that they are not getting their own needs and wants met, tend to meddle more than those who are satisfied with their board service.

So ask. I'm always amazed by how many ED's recruit board members, grill them about their experience, talk about board responsibilities and never, ever ask the candidate (to say nothing of current board members) why they want to give up their time and talent to serve on the board of directors. What do they want from their board service? If you can dig this out, you can make their time more satisfying, they'll be more engaged, they'll have better attendance, and you'll be happier as well.

Board members serve for a wide variety of reasons. Some people have deep attachments to what your organization does: perhaps they or a family member received services from your organization. Others just want to understand charities better. Or, they are interested in helping the community. Perhaps they were recruited by a friend who is already on the board and are really (at least at first) just doing the friend a favor. Finally, some board members are urged/coerced/expected to serve by their employers.

Think about your board members. Which category would you put them in to? Now go ask, and see if you are correct! By finding out their motivation, you can address it and make them happier board members, who are less likely to meddle in management.

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.

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Future Topics for
The Mission-Based Management Newsletter....
June Employee Rewards
July Saying "No" to Community Needs
August Board and non-CEO Relations
September Executive Transition
October Advocacy
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
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  Endowments 
June Transparency  Tech and Mission 
July Nonprofit Start-up  Sustainability 
August Governance Ethical Benefits 
September Political Activities Entrepreneurship 
October Attracting and Retaining Younger Staff, Board, and Volunteers Internal Communications  
November Outcome Measurement Board Recruitment 
December  Lifelong Learning Better Budgeting 

 
 

Copyright 2006, Corporate Alternatives, inc.