Building a Powerhouse Board: Strategies for Organizational Success

 
Building a
Powerhouse
Board
to fuel your
organization
 
Mark Richardson, Unfinished Business
 and Jeff Burkhart, Mission Forward
 
Session overview
 
7 Step
Process of
Building a
More
Effective
Board
 
1.
Discuss board 
culture
2.
Clear understanding of 
mission
3.
Clarify 
priorities
 and critical issues, and
individual interests in meeting them
4.
Develop mutual 
agreement
 about board
responsibilities and expectations
5.
Create and sign a 
commitment
 form outlining
responsibilities
6.
Develop board 
goals
 and committees based
on these responsibilities
7.
Create and stick to a regular 
schedule
 of
check-in meetings on the goals
 
Culture
 
Board culture is a pattern of shared
beliefs and assumptions
.
They underlie the goals, work habits,
decision-making, conflict resolution,
management, and success of an
organization.
Transparency about board culture
helps you focus on strategy.
By focusing on cultivating strong
relationships and trust
, you can get
more done.
 
Relationships!
 
“Authentic relationships and trust can
be developed when you are purposeful
about being open. You’re in a far better
position to talk about things that are
challenging or threatening once you
have strong relationships.”
- 
Board member
 
Relationships!
 
“We’re always teeing up discussions on
strategy and asking, ‘What do you
think?’ Because board members bring
many different perspectives based on
their backgrounds and experience, we
want the board informing our
strategies.”
- 
Board member
 
Relationships!
 
 “You won’t get to the mission if you
don’t build relationships. I believe that
people have to understand it’s not
about people following you; it’s about
going far together as co-leaders.”
- 
Board member
 
Culture
 
Example
: The board and senior leaders at XYZ
Organization are committed to understanding
issues by hearing the feedback directly from
people they support. Once every quarter, they
invite three people they support to come and
tell their stories at meetings.
 
Questions to ask at your board meeting:
What are our board’s shared beliefs?
 
What 
actions
 based on these beliefs will
support our success?
 
Positive
culture shift
 
A positive shift in culture occurs with:
Persistent focus on the 
mission
 of the
organization
Identification of the strategic 
actions
 that
will support the mission
Consistent 
collaboration
 to support actions
Clear 
roles
 for members of the collaboration
Regular reporting on 
progress
 to the board
Focus of 
future
 needs
 
Find a
conversation
partner…
 
What are the most important areas of focus
for the organization?
 
 
Which of these areas do you want the board
to help improve?
 
Leadership’s
role in board
development
 
Decision-making that 
always focuses on the
mission, vision, and values
Consistent leadership with 
defined roles/processes
Commitment to forge a strong partnership between
director and board that relies on 
transparency in
communication, integrity, and respect
An 
agenda that focuses on the big-picture 
strategic
thinking and steers away from micromanagement
An ability to realistically 
determine the financial
resources
 you need to meet priorities and fulfill
your mission
 
Develop your
board
 
Board work plans
Committee charters and work plans
Board development plans
Commit to support the board’s work
Follow-through on plans in regular meetings
Ask board to self-evaluate annually
 
Questions to
guide
development
of your
board work
plan
 
What are the big questions you need to
address in the next year?
 What tangible and realistic 
actions
 and
input
 is reasonable to expect from the board
on these questions?
What skills and resources do they have
currently that will help you make progress on
the questions?
What skills and resources does the board
need to build in the next year?
 
Future
session on
Feb 22
 
B
o
a
r
d
 
r
e
c
r
u
i
t
m
e
n
t
curating connectors
 and
 doers
attracting new members
promoting the board
s
uccession planning
 
O
n
b
o
a
r
d
i
n
g
Training, expectations
, 
engagement
Roles and responsibilities
Board handbook
 
P
e
e
r
 
s
u
p
p
o
r
t
 
Your
questions
 
 
Next session
 
Session 2
Nonprofit Fundamentals
Workshop Series
 
Thursday, February 22 at 3:00-5:00 pm
UW South Madison Partnership Space
2238 South Park Street
Madison, WI 53713
Room 104
FREE!
Slide Note

We’ll introduce each other! Thank our colleagues for joining us, talk about how excited we are to be here, yadda yadda yadda

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Develop an effective board for your organization by focusing on board culture, mission clarity, priorities, and building strong relationships. Establish mutual agreements, create board goals, and maintain regular check-in meetings to ensure alignment and progress towards your organizational mission.

  • Board Culture
  • Organizational Success
  • Relationship Building
  • Mission Clarity
  • Effective Governance

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  1. Building a Powerhouse Board to fuel your organization Mark Richardson, Unfinished Business and Jeff Burkhart, Mission Forward UNFINISHED BUSINESS: Where Talent Opportunity Cross Paths

  2. Session overview 7 Steps to an effective board Board Culture Priorities and Critical Issues Building a board workplan

  3. 1. Discuss board culture 2. Clear understanding of mission 3. Clarify priorities and critical issues, and individual interests in meeting them 4. Develop mutual agreement about board responsibilities and expectations 5. Create and sign a commitment form outlining responsibilities 6. Develop board goals and committees based on these responsibilities 7. Create and stick to a regular schedule of check-in meetings on the goals 7 Step Process of Building a More Effective Board

  4. Board culture is a pattern of shared beliefs and assumptions. They underlie the goals, work habits, decision-making, conflict resolution, management, and success of an organization. Transparency about board culture helps you focus on strategy. By focusing on cultivating strong relationships and trust, you can get more done. Culture

  5. Authentic relationships and trust can be developed when you are purposeful about being open. You re in a far better position to talk about things that are challenging or threatening once you have strong relationships. Relationships! - Board member

  6. Were always teeing up discussions on strategy and asking, What do you think? Because board members bring many different perspectives based on their backgrounds and experience, we want the board informing our strategies. - Board member Relationships!

  7. You wont get to the mission if you don t build relationships. I believe that people have to understand it s not about people following you; it s about going far together as co-leaders. - Board member Relationships!

  8. Example: The board and senior leaders at XYZ Organization are committed to understanding issues by hearing the feedback directly from people they support. Once every quarter, they invite three people they support to come and tell their stories at meetings. Culture Questions to ask at your board meeting: What are our board s shared beliefs? What actions based on these beliefs will support our success?

  9. A positive shift in culture occurs with: Persistent focus on the mission of the organization Identification of the strategic actions that will support the mission Consistent collaboration to support actions Clear roles for members of the collaboration Regular reporting on progress to the board Focus of future needs Positive culture shift

  10. What are the most important areas of focus for the organization? Find a conversation partner Which of these areas do you want the board to help improve?

  11. Decision-making that always focuses on the mission, vision, and values Consistent leadership with defined roles/processes Commitment to forge a strong partnership between director and board that relies on transparency in communication, integrity, and respect An agenda that focuses on the big-picture strategic thinking and steers away from micromanagement An ability to realistically determine the financial resources you need to meet priorities and fulfill your mission Leadership s role in board development

  12. Board work plans Committee charters and work plans Board development plans Commit to support the board s work Follow-through on plans in regular meetings Ask board to self-evaluate annually Develop your board

  13. What are the big questions you need to address in the next year? Questions to guide development of your board work plan What tangible and realistic actions and input is reasonable to expect from the board on these questions? What skills and resources do they have currently that will help you make progress on the questions? What skills and resources does the board need to build in the next year?

  14. Board recruitment curating connectors and doers attracting new members promoting the board succession planning Future session on Feb 22 Onboarding Training, expectations, engagement Roles and responsibilities Board handbook Peer support

  15. Your questions

  16. Session 2 Nonprofit Fundamentals Workshop Series Thursday, February 22 at 3:00-5:00 pm UW South Madison Partnership Space Next session 2238 South Park Street Madison, WI 53713 Room 104 FREE!

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