Make it Easy: Why Board Communications matter

Make it Easy: Why Board Communications matter

Why don’t the board members know all the programs you put on?

Why didn’t the board president make the fundraising calls like he promised?

It’s really not hard to understand. The people who volunteer to be on the board have other lives. They do care, it’s just that their daily routines are filled with other stuff and the board commitments haven’t found a place in those routines.

Here’s an example:

Preparing to facilitate a strategic planning retreat, I talked with the executive director about plans for getting board consensus on the way forward. In the middle of our conversation, he commented that he wished he could figure out how to get the board to understand everything the organization does.  He said the staff keeps telling them, and it’s as if the board doesn’t take in what they say.

Fast forward to the retreat, and a board member speaks up, saying she can’t work on strategy when she doesn’t have a picture of everything the organization does. Another director agrees. There are nods all around the table.  Meanwhile, the staff interjected with where the information was, and that the emails keep them up-to-date.

“Clearly,” I said, “there’s a disconnect.” So I stopped the process and asked the board members how they would like to hear from staff.

Well, it was as if a dam broke loose. Email is good, but make sure it’s set up a certain way.  The subject line has to have a deadline if you need us to do something. Let’s have a calendar where we can see at a glance what’s going on. Who’s going to be in charge of the calendar? Who will help the Executive Director translate what he wants to say into what the board will hear? Can we have a one-page fact sheet that has all the information we need?  Can you keep it up to date and in one place so we know how to get it? Who’s going to create the fact sheet? When will it be done by?

There was palpable energy and eagerness around the table, ready to work on improving communication.

Both the executive director and the board had been frustrated. Board members really wanted to be good advocates. The executive needed the directors to be advocates. But the system wasn’t in place to make it easy for them. They needed to talk to each other to figure it out. In fact, creating a successful model for internal communications became part of the strategic plan.

A few generations back, most people took in information the same way. Everyone knew exactly what to expect and where the information they needed could be found.  But in a world where you might have five generations working together between the staff and the board; a world where our boards need to reflect different views, experiences, and backgrounds; this uniformity is just not going to exist. Board members and staff have to work together to find the best way of communicating with each other.

For the board <-> executive partnership to work, start by talking about communication.

Oh, and why didn’t the board president make the fundraising calls? That was something else we had to make easy. Check it out.

I’d be happy to hear other stories of systems to make it easier for directors to fulfill their obligations. Let me know, at sdetwiler@detwiler.com or 302.463.0327.

 

Presume Good Will – redux

Presume Good Will – redux

It’s hard to write a blog post in December without somehow bringing in the winter festivals.  They are hard to ignore. Whether we observe a festival or not, we get caught up in end-of-year fundraising appeals; endless staff, neighborhood, organization and family parties; last minute shopping, travel and cooking.

Yet with all this busyness, it is also a time when, regardless of your faith, it is a little easier to see the good will in others.

So today I refer to an earlier essay on Presuming Good Will. Originally written in 2010, the message still resonates.

No one is on a board of trustees because she wants to see the agency die. No one is on a board of directors because he wants to run it into the ground.
There may be strong disagreements, but it’s important to assume the disagreement is based on good intentions, and presume good will on the
part of the ‘other.’

Let’s use this time of year to really see the good will in our colleagues, friends and family. Let’s recognize that we can all agree that we want what’s best for our organization, even if we may not agree on what that best is.

Then let’s bring this perspective with us into the new year, and remember the good will we share as we build towards our respective visions for our communities.

If you are celebrating a holiday this season, I hope that it is warm and meaningful. If not, may you find the time to enjoy the lights and festivities that others provide.

Happy New Year!

Susan

Learn more on building a team out of your board members, and bringing together board and staff at www.detwiler.com or reach me at sdetwiler@detwiler.com.

Can you Blend Millennials and Boomers?

Can you Blend Millennials and Boomers?

Congratulations!  You’ve built a board with members of every decade of adult life. You have 20-somethings, 50-somethings, 70-somethings, and every decade in between.

Now, how do you strategically take advantage of the fresh ideas while integrating them into existing relationships?

Losing institutional knowledge has dramatic consequences. Leonard, Swap and Barton researched the consequences in corporations, with great lessons for nonprofits.  Losing the knowledge of a resident board expert can mean losing key relationships with donors, losing key background on why the community is wary of the agency, not knowing whom to call in important government offices, missing important foundation meet and greets. These relationships were built up over time and the proverbial Rolodex – or CRM – can’t help.

By having a spread of ages on the board, you’ve made these consequences a lot less likely. Since you didn’t wait until all the incumbents retired, you now have a fertile field for collaboration between old and new. Make mentoring a new board member part of the portfolio of existing members and you take a step in the right direction. Ask board members to take new members with them when they meet with donors, foundations and community representatives.

Don’t be afraid that this implies to the world that the older board member is on the way out. Not at all – quite the opposite. It conveys to the community that you have succession planning built into the ethos of the agency. It builds trust. It builds confidence in the longevity of the organization. When the older member leaves the board, the new member already has a budding relationship with the foundation.
Internally, pairing new and returning board members builds trust between them. It’s hard to view an older member as a dinosaur when you’ve spent time with her one-on-one and learned her philosophy of building relationships. It’s hard to view a new member as an upstart when you’ve spent time hearing his new ideas and exchanged thoughts on how to execute them.

The relationships continue when the older board members leave. The trust they’ve built allows newer board members to continue calling on retired members, keeping them engaged. It’s a win-win-win for the organization, the board, and the individuals involved.

Putting different generations on a board together is a great first step. Building a team out of them requires strategic thought, but the benefits are manifold.

For more about nonprofit succession planning, board education and facilitation, go to www.detwiler.com, or get in touch with me directly at sdetwiler@detwiler.com. If you have an experience to share, let me know!

A Board Exercise in Gratitude

A Board Exercise in Gratitude

Where there is no gratitude, there is no meaningful movement; human affairs become rocky, painful, coldly indifferent, unpleasant, and finally break off altogether. The social ‘machinery’ grinds along and soon seizes up.

Margaret Visser

Thanksgiving is an obvious time to write about being thankful, and it’s nice to have a time to stop and consider all that we have to be grateful for. We think about our friends, our family, our health.

It’s also not such a bad time to stop and contemplate how awesome your board is, and how much they’ve contributed to the well being of your organization.

When was the last time you thanked your board members? They’re each making your agency a priority in their lives, giving time, talent and treasure. They could be giving it somewhere else. They could also NOT be giving. But there they are, week after week, month after month, making difficult decisions, acting as cheerleaders, supporting your work, being ambassadors for your agency.

Each board member is the equivalent of a major donor. Whether or not the dollars are substantial, she has the capacity to make your life easier, introduce you to supporters, provoke new ideas, stabilize a situation. She should be told how much she means to you.

Quote from Cicero on gratitudeHere’s a simple exercise. If you’re the Executive Director, the next time you write a thank you note to a donor, also write one to a board member. Do that until you’ve written one to every member of your board.  If you’re the board president, sit down and hand write a thank you note to each board member. If you can, name a specific action for which you are grateful.

Do you want to cultivate an attitude of gratitude within the board? At each meeting, assign one or two board members to offer a very brief statement of gratitude around the organization. It might be why they are grateful the organization exists. It might be what they appreciate about a staff member. It might be what committee they are particularly grateful to.

In many faith traditions, there is the concept “do not withhold the wages of the laborer.” It’s obvious how that applies to staff, but the wages of a volunteer are less obvious.

The wages of a volunteer – the wages of your board members – are the thanks he receives for his work.


Happy Thanksgiving!

The psychology of gratitude and its benefits are being researched throughout the fields of education, and migrating to the business world. Some readings on gratitude can be found at gratefulness.org.

Visionary strategic planning is easier when board members are comfortable with each other. Exercises in gratitude are one way to facilitate this trust. For more about strategic planning and facilitating retreats, please contact me at sdetwiler@detwiler.com or www.detwiler.com.

Will your Nonprofit be Here in 30 Years?

Will your Nonprofit be Here in 30 Years?

Your future depends on having people around the table NOW who will be around when that future comes to pass.  So the question is, have you involved any Millennials in building your strategic plan?

They’re the ones who have a vested interest in tomorrow’s community.  They may not yet be able to write big checks, but as Atul Tanden said about Millennials and Nonprofits, Millennials want to have an impact. They want to know what their money is going to do, for whom. They like to dig into an organization’s mission before giving money or time.

Perhaps even more important, rookie board members bring fresh eyes to your organization. They’re free to question why and how because they’re not hampered by what’s happened before. Liz Wiseman, in her Harvard Business Review post, discovered that rookie engineers had no qualms in seeking guidance from others. In her study, the rookies were more likely to seek help beyond the usual suspects and brought new expertise to the organization that veteran engineers hadn’t considered.

Rookies forge new territory because they aren’t held back by experiences that didn’t work in the past. Because they are new, they a different perspective and high energy to projects, accelerating the pace of innovation.MilennialsWordCloud

A sound organization practice is to have board members from every decade of adult life. That way, you hear the voices of people who were NOT here at the beginning; people who don’t have the nostalgia factor pulling them back to the tried and true.  You hear the voices of people who will be your future leaders, and you get to know the people to whom you will pass the baton.

When building your strategic plan, you have to hear the voices of the future.  The women and men who have a vested interest in the community you are building WANT to be part of the nonprofit world. Invite them. Encourage them. Bring them onto your board. They’re the ones who will make sure you’re still here in 30 years.

Now’s the time to look for the fresh faces who will join your board in 2015. Let’s talk about how to build your board with Millennials, and hear their voices in the strategic plan. Contact me at  sdetwiler@detwiler.com to hear more!