Writing a Board Succession Policy

As organizations begin to plan for succession for the executive director and other key staff, they often realize that the board needs a succession plan as well.

I remember all too well the board meeting when our chair breezed late and announced this was her last board meeting. She’d changed positions at her company and could no longer serve. None of us expected this news. She’d been a fantastic board chair for the past couple of years. She was involved, brought great ideas, and cared about the mission. Everyone else looked around at each other, with no one willing to step up. Our vice-chair had stated from the beginning that he was unable to put in the time to be the chair. We had no one ready to step up.

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Advantages of Executive Search Firms for Nonprofits

Partnering with an outside search firm to hire the next executive director allows the board to focus on leading the organization, and on choosing the best candidate, rather than getting bogged down in the details of the search. Too often, boards try to do everything themselves, not realizing until it is too late how much time a search takes, and how different it is from a corporate hire. The executive director is the most important position in the organization and putting in the necessary time to get it right will save everyone time and frustration later on.

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Engaging Board Members [video]

Engaging Board Members Webinar – recorded August 12, 2020

Every ED and board chair wish that their board did more, but how can you actually make that happen? I share a wide variety of methods from simple changes to your agenda to systemic changes to your whole board structure.

Watch here.

Online Survey Sites

Conducting online surveys can provide a range of valuable information but the most popular survey sites have limitations on their free versions, especially in the number of questions, and the number of respondents allowed. Below are three sites that offer great value on their free plan, and a reasonably priced paid plan. They are listed below along with some of the key features that nonprofits need. Overall it seemed that QuestionPro offered the best options for a completely free version.

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Steps of an Executive Director Search

For many small nonprofit boards, hiring a search firm to find their next executive director simply isn’t an option financially. Organizations can do the search themselves, but should involve people in the process who have experience in searches, and to follow best practices. What follows is an overview of the process that will result in the best possible hire on a budget.

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The Art of Gathering – book review

The Art of Gathering

How We Meet and Why It Matters

By Priya Parker

After reading this excellent book, I understand much better why some gatherings work, and some don’t. Why a too large room changes the atmosphere of a meeting. Why just allowing people to wander off at the end of a three day retreat feels like such a let down. Whether you are organizing a small get together of friends, or a large conference, this book will help you connect people with each other better.

Priya Parker has organized her share of gatherings and has many lessons to share. She starts by having you think about the true purpose of your gathering. Why do you want to have a birthday party? How can a networking event be more than just that? Can people be encouraged to ask for help with a vexing problem? Have a defined outcome, not just an event because you feel you should have an event.

She then walks through each step of the event. Who you invite to your meeting matters. It is OK to keep the guest list limited, because more people doesn’t necessarily make the gathering better. Think about the location and how it is set up. How can you make a contained space for your gathering? Even a picnic blanket sets a boundary. Net, she talks through being a host and how to have gentle control over the group. You aren’t bossing them around, but you are setting ground rules to ensure that everyone has an enjoyable time. Parker includes much more on creating a good gathering from the opening to the closing.

I’ve certainly been to my share of gatherings where there was no official start or end, and you were left wondering what you should do. At one event I was at recently, the organizers got on the microphone to yell at guests who went back for seconds and tell them they couldn’t do that. It isn’t an event I would return to! On the other hand, at a wedding I attended, the family got most of the guests involved in a fun and easy group dance that connected the broad group of friends and relatives with each other and got everyone up and moving.

I’ll be using techniques from the book to create better gatherings in the future. I highly encourage you to read it yourself. It’s available at Lincoln City Libraries and many other locations.

Creating a Great Board Manual

Here’s a selection of items to include in your board manual. Many of these documents you already have. If you find you need to create documents, your current board members will appreciate having them as well, so be sure to share them with everyone. Keep everything brief, but informative.

Consider whether it makes more sense to have these as printed documents, or if you would rather create a shared online area to store them. Every board and board member is different in how they prefer to receive information. Google Drive is a low cost solution that nonprofits often use for sharing documents.

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Taking Finances to the Next Level

For large nonprofit organizations, a chief financial officer (CFO) is a critical part of the management team. A CFO provides a high level of financial knowledge, and helps the organization understand their finances on a deeper level, as well as create plan strategically for its financial future.

For smaller organizations, this level of knowledge isn’t affordable. Some organizations are able to hire a CFO on a contract basis for a limited number of hours per month, but for many, even that cost is too high. This means the executive director needs to develop their financial knowledge to help the organization thrive.

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