Here it is! Board Management Q & A w/ Lizann Peyton

  1. Lizann
    Member

    Ah, the grey area of COMMITTEES:

    How do we define board vs. staff roles? Well, "it depends," so be sure to discuss expectations within your own board.

    Board members: remember that you may be playing 3 roles simultaneously, even in one discussion:

    1. Representing the board's GOVERNING level guidance and strategic goals

    2. Serving as UNPAID STAFF in decision-making about how to operationalize those goals

    3. Serving as VOLUNTEERS in getting the work done.

    Say those roles out loud! And when you are acting as staff or volunteer, TAKE DIRECTION FROM the executive director or staff point-person. When you're acting as a board member, you remind the committee of the board's decisions and guidance but you do not have power in your own opinion - the board acts as a group, not as individual bosses to staff.

    What it might look like in a development committee:

    "With my board hat on, I want to remind us that our strategic goal is to increase major donor outreach rather than rely too much on the annual appeal. In my helping role here as "extra staff," should we go over the list of past donors, prioritize names, and how to approach them? And with my volunteer hat on, do you need some help stuffing and mailing letters for the annual appeal, or helping set up the silent auction next month?"

  2. Lizann
    Member

    New nonprofits getting off the ground should have their board and staff read up about organization life cycles, and EXPECT that the board role will evolve - perhaps over time, perhaps within the span of one board term.

    The first task is to take care of legal set-up matters, find start-up financing, get good programs going, and spread the word in the community. The board is often "friends of the founder," and board meetings are often informal "kitchen table" conversations. If the founder is charismatic, the board may well be "following" the person with a compelling vision and not yet acting as an equal partner. This is OK - because the first developmental task in a nonprofit is to bring the idea into reality and get the public interested.

    Boards should anticipate that new tasks - requiring new skills and use of meeting time - will emerge around finding sustainable financing to replace start-up gifts that expire, making things more systematized (i.e. putting them in writing!), and creating a regular cycle for organizational and board work. Boards shouldn't wait until a crisis to begin the shift into this new gear - or be mad about it. Boards should know that it's coming ahead and embrace evolution in their role and the kind of board members that should be recruited.

  3. Lizann
    Member

    New boards:

    My favorite reading about the evolution in board roles and the character of boards is new nonprofits is a pamphlet by Karl Mathiasen called "Board Passages." It's available on-line at this link:

    http://www.managementassistance.org/ht/a/GetDocumentAction/i/5975

  4. Lizann,
    Thanks so much for taking time out to answer these questions today! Though it is unclear whether anyone else was logged on during this hour, we'll be sure to promote the valuable information contained in this forum.

    Again, thanks for all your work, be sure to leave your contact information in your closing post!

  5. Lizann
    Member

    And a final suggestion for boards in new nonprofits:

    Make sure some board members keep alive the question of 'what will keep us sustainable 3-5 years from now?'

    Most board energy will need to go into start-up tasks. But be sure to invite and welcome some champions for sustainability thinking as you go, even when you're not there yet as an organization.

  6. Lizann
    Member

    For any further questions - please do feel free to contact me:

    lizann.peyton@valley.net
    802-649-8344

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