Nonprofit Management 101

I might be a bit late to the party, but I just discovered the new (2019) edition of Nonprofit Management 101 , and it’s become my go-to resource. If you are thinking of creating a nonprofit (please talk to me first!), or if you already did and need some guidance, or if you’re an Executive Director of a nonprofit, YOU NEED THIS BOOK.

The authors, Darian Rodriguez Heyman and Laila Brenner, have compiled 33 chapters worth of knowledge, encouragement, and insights from such gurus as Joan Garry, Beth Kanter, Amy Sample Ward, Mollye Rhea, David Fenton, and Kivi Leroux Miller- not to mention a foreword by Van Jones. Each chapter has references and resources for additional valuable information, and there’s So. Much. More.

The underlying messages- that we are all in this together, that nonprofits are an important and valued sector, that resources and advice needs to be shared so we can all be successful- are essential and inspiring. I’m so happy to have all of this in one (large) volume! I know my copy will be well-used.

Why don’t you get yourself a copy?

Board Problems, Part One

Welcome to 2020!

For my first post of the year, I want to spotlight a blog post from December about a recent webinar hosted by Network for Good in which attendees were asked about their most common board struggles.

The 4 “winners” were:

1. Board members are not involved enough in their organization (41% of respondents)

2. Board members do not fundraise for or donate to their organization (28%)

3. Board members are averse to change (17%)

4. There is confusion among board members about their roles and responsibilities (14%)

I wish I could say that I am surprised about this, but I hear the same complaints all the time. Encouraging board engagement and participation is definitely challenging, and so is moving boards away from the “this is how we’ve always done it” mindset. But it’s not impossible.

From the above list of problems, dealing with #4 is key to shifting the dynamic identified in #1 and #2. Clarity around what is expected of board members from the beginning is essential in creating a board culture that connects board members to the mission and programs of the organization, and maximizes their fundraising and donation potential.

As for #3, engaging the board in some “big picture” strategic visioning can help move them into embracing innovation and change.

These are all important and often deeply-rooted problems, and I don’t want to make it seem like they are easy to fix. But that doesn’t mean you shouldn’t try. I can help you tackle these and many other issues that might be holding your organization back in its growth and success. I’m looking forward to working with you in 2020!

What Color Is Your Succession Plan?

The unexpected passing of Kaiser Permanente’s CEO Bernard Tyson this week was sobering on many levels. For me -wearing my consulting hat- it served as a reminder of the importance of having an organizational succession plan in place, regardless of whether or not transition is planned. Unplanned transitions can be devastating for organizations, especially small ones. While large organizations such as Kaiser likely have deputies or associates who can step in as needed to fill this void, without an articulated succession plan, their job is much more challenging. Imagine a small organization, with at most only a few employees, losing their leader suddenly. What happens then?

Having a succession plan is a proactive, responsible action that your board can take to ensure that the loss of a leader will be easier to navigate. Let me help you develop your plan!

Build Your Practice, Balance Your Life Part 1

I had the pleasure of presenting at a conference last week, with the topic, “Build Your Practice, Balance Your Life.” I wanted to share the principles that have helped me approach the work I do in a positive, assertive way that has enhanced my practice and how I interact with my clients.

• Wanting to serve comes 1st: mission-centricity is hugely important to how I choose the clients I work with

• I love what I do: that saying “if you love what you do, you’ll never work a day in your life”? Well, THAT’S not really how I feel, but I do love my work!

• I have cultivated a niche for myself: working with small organizations feels important for me and for them

• I enjoy relationship building: networking, collaborating, mentoring- all make it easier for me to do my job well

• I position myself as an expert: it certainly feels weird to say that sometimes, but it’s true,and I think it makes me credible

• I am generous with my time and spirit: I am aware that many people took the time to help me while I was building my career and my business, and I try to do the same

• I am confident: you have to believe in yourself to “sell” yourself

• I come from a place of caring: I have compassion for others, and for myself

I will share more from my presentation in future posts. Enjoy, and start 2019 balanced!

Lessons Learned?

This week we have a double whammy for you: two Big Questions to ask yourself.

Question number 1: What was the most important lesson you learned in 2017?  For me, it was that I am a resilient person. I wrote a blog about this back in September. I'm looking forward to seeing where this new understanding can lead me.

Question number 2 is: By the end of this year, what do you hope to know more about?  In my professional life, I hope to learn more about my clients (and potential clients) and how I can best help them. In my personal life, I'd like to know more about what the important questions are for me, and possibly get on the path to answering them.

I want to hear what you think about these two questions! Please be in touch. 

Note to Board Members: Ask the Right Questions!

One of the key responsibilities of board members is to ask the right questions of the organization they serve. By doing this, and understanding how the answers shape the organization's impact, they can help the organization succeed.

What are the right questions for board members to ask? Let's start with these:

• What is our organization's mission?  Ideally, all board members should be able to quote and/or clearly articulate the mission, vision and values of the organization.
• What are our key programs and services, and who do they serve?  Understanding and even experiencing what the  work of the organization actually is can provide valuable insight to board members.
• What is my role in the sustainability of the organization?  Yes, we definitely want board members to understand what their financial commitment is (and, yes, there needs to be a financial commitment), but we also want board members to contribute by being ambassadors of the organization and sharing their enthusiasm with others.

If you as a board member aren't asking these questions, you should be. And if you are a board chair or CEO, you should be encouraging the asking of these questions and providing the answers so that board members are clear about their role on the board.

Please be in touch with me to discuss your board and how board service can have maximum impact.

What Does the Board Member of Your Dreams Look Like?

No two boards are exactly alike, so their desired board members need to be different as well. Finding the right board members is a process that takes time, and needs to be closely related to your organization’s needs.

In a fundraising webinar I participated in this week, Darian Heyman talked about three kinds of boards:

In Name Only: Boards where people lend their name, often so an organization can get off the ground and start to become credible. These board members might show up, but they aren’t going to move the organization forward in a significant way.

Working: Board members take the place of staff in young, evolving organizations. You can work on “big vision” strategy with this type of board, but their primary role is in helping the organization survive.

Fundraising: Board members are active in helping the organization grow in a capacity-building way. These board members have the ability to transform an organization through their giving.

You can see that each of these boards requires different types of board members to be successful. However, all boards need to cultivate board members who play one or more of these roles:

- Ambassador: builds relationships that can be beneficial to the organization

- Advisor: provides guidance as the organization grows

- Advocate: serves as a cheerleader for the organization

- Asker: raises money

Board recruitment can’t be accomplished successfully until you have scripted the vision for your future. It’s important to involve current board members in this strategic process, and use the vision to help identify others who want to join you.

As your organizations matures and changes, your board member needs will also shift. Getting the right people on the bus, as Jim Collins says, is essential to your organization’s fulfilling its potential. Finding the right people isn’t always easy, but taking the time to find the right people is time well spent.

Please be in touch with me to talk about your ideal board member, and how we can build the board of your dreams together.