Motivating Your Board

A custom presentation for the Ohio Association of Free Clinics

Transcript

1. MOTIVATING YOUR BOARD
2. INTRODUCTIONS: THE SPARK MILL
3. 3 Grab a post-it and write down three expectations or desired outcomes you have for this session – what needs to happen to make this session invaluable and worth your investment?
4. OVERVIEW OF THE SESSION • Setting the Stage • Motivating • Board Meetings •  Preparing •  The Meeting •  In Between • Tools •  Dashboards •  Graphs •  Collateral
5. STRATEGY & YOUR BOARD
6. BOARD MATRIX •  Who is around your table? •  Diversity •  Skills •  Passion •  Business Acumen •  Specialty Needs
7. BEST PRACTICES OF GREAT BOARDS •  Shared Vision •  Clear expectations •  Strategic Board Recruitment •  Board Self-Assessments •  Orientation and Education happen often •  Mission reviewed annually •  Role delineation is clear •  Fundraising is seen as a job of entire board •  Meetings are organized to be focused on critical issues •  FUN “Effective Nonprofit Governance” by Chuck Loring, 2006
8. RESOURCES How to be a great Board Member http://www.councilofnonprofits.org/files/How%20to%20be%20a%20Great%20Board%20Member.pdf Liven up your board meetings http://www.gailperry.com/2013/03/12-ways-to-liven-up-your-board-meetings-and-your-board/ Board Basics Class http://www.compasspoint.org/boardbasics Online Self Evaluation $50 http://www.nhnonprofits.org/?q=node/393 Long self-assessment tool http://www.denverfoundation.org/postfiles/Board_self_assessment_long.pdf
9. SELF ASSESSMENT
10. MISSION VS VISION MISSION VISION Why you exist Desired end state Use to make decisions Inspirational Long-term change
11. STRATEGIC VS TACTICAL STRATEGIC TACTICAL Future Present Long-Term Immediate Anticipatory Reactive Growth-Oriented Survival-Oriented
12. STRATEGIC PLAN DOs •  Internal and external •  Dream, Synthesize, Plan •  Finance •  Measures
13. STRATEGIC PLAN DONTS •  Don’t allow staff to write it •  Don’t use the process to shut out ideas •  Don’t exclude external stakeholders •  Don’t forget to consider your" environment •  Don’t do it in one day
14. 1. Where are you going? 2. How will you get there? 3. How will you know when you have arrived? STRATEGIC PLANNING NEEDS TO ANSWER 3 ?s
15. What are the most most important things for your organization to do in the next 12 months? Pair up and make the case. CLASSWORK
16. PIXAR STORY Once upon a time _______________________________ ____________. Every day, __________________________ _____________. One day ____________________________ ____________________. Because of that, __________________________________. Because of that, ________________________________________. " Until finally ___________________ __________________ _________ ____ _________________ _____ __________________________________________________.
17. ELEVATOR PITCH
18. UNDERSTANDING THE MONEY
19. MOTIVATING
20. MOTIVATING • Start Strong • Orientation • Job Description • Program Tour • Culture View
21. MOTIVATING • Setting Commitments
22. MOTIVATING • Action Plans
23. MOTIVATING • Board and Organizational Contracts
24. BOARD MEETINGS
25. BOARD MEETINGS Board Meeting vs. Bored Meeting Materials sent out at least 1 week in advance No meeting longer than 2 hours No report longer than ½ a page Consensus and Strategic Agenda Hands on Activity Everything labeled Discussion or Action
26. BOARD MEETINGS Make them feel close to the mission http://www.youtube.com/watch?feature=player_embedded&v=nbLtH0OEI_k
27. BOARD MEETINGS Give me a job before I leave the room.
28. BOARD MEETINGS: IN BETWEEN •  Stay active •  Mid-point check in •  Committee Meetings •  Celebrations
29. TOOLS
30. TOOLS: DASHBOARDS A tool used to convey information in within a context or as a comparison and offered in a visually appealing way and/or a graphic presentation.
31. TOOLS: DASHBOARD DOs Keep it to one page Give context – graphs, trends, colors Keep to high level information Choose the right display Color code to help interpret data Highlight what is most important
32. TOOLS: DASHBOARD DONTs •  Angst over fancy graphics •  Make something that takes hours to update •  Has so much color you can’t see straight •  Fudge the numbers •  Neglect context
33. TOOLS: DASHBOARD - Finance Working Capital Cash Balance to Current 
 Assets Days in Cash Unrestricted Net Assets Cash Flow
34. TOOLS: DASHBOARD - Board Governance Strategic Planning Financial Data Fundraising Data Tell the story that matters
35. TOOLS: DASHBOARD - Board Governance http://www.docstoc.com/docs/121810825/sample-dashboard---Nonprofit-Risk-Management-Center
36. TOOLS: DASHBOARD Examples http://www.dosomething.org/files/2012-q2-small.pdf
37. TOOLS: CHARTS http://www.bethkanter.org/datanerd-charts/
38. TOOLS: COLLATERAL CANVA Pic monkey
39. TOOLS: COLLATERAL Business Cards
40. TOOLS: SOCIAL MEDIA AMBASSADORS ee our post? What can you o to help?   Click like. .  Better yet, comment. .  Even better, click the share button! .  The best, share this link (www.blahblah.com) on your page and challenge your friends to participate.
41. CREATE SHAREABLE CONTENT
42. Say thank you, often and creatively
43. The Golden Rule
44. 804-852-6409 Sarah Milston {The Spark Mill} to talk: 804.852.6409" to write: sarah@thesparkmill.com to browse: www.thesparkmill.com" Facebook.com/thesparkmil Instagram.com/thesparkmill Pinterest.com/thesparkmill/motivation Twitter.com/thesparkmill