Board development is one of those “sharpen the saw” skills that is too easy to let slip. Yet if your organization makes it a habit and builds it into its regular practices, it will serve to keep your board vital and contributing to the organization’s health.

BoardSource describes a seven step process for building your board. 

Identify – The first step is to identify what skills, characteristics and connections are important for your organization. Once you have identified what you need on your board, you can then ask what you have already and what is missing? Where can we find board members to fill identified gaps? Organizations often create a matrix to complete this assessment. Try to go beyond just your current board members networks to recruit board members for greater diversity. 

Cultivate  - You then need to come up with a list of potential people to cultivate that match your needs. Remember to start building a relationship and getting to know the person before you make the ask. How can you help them get to know your organization and keep them informed of your progress? How can you get to know them, their skills, talents and interests? What ways could they become involved with your organization short of board membership? Having stepping stone roles to leadership gives you greater insight into what people bring and their capacities. 

Recruit  - When you go to make the pitch be sure to tell them why you want and need them on your board. How can you make this personal? Be clear about your expectations of board members and their responsibilities. Too often people minimize these requirements thinking it is the only way to get people to say yes. If you minimize the expectations, you will likely get folks who then don’t show up the way you really need them to for your organization. It is also helpful to be able to articulate what benefit they will receive by being involved. This could be skills they are able to develop, relationships and networks they will be able to plug into the satisfaction of being involved in something important.

Orient – When new people come on the board, it is key to give them an orientation. This orientation should cover your organization, what it does and how it does things. It also needs to address the key elements of board service. Don’t assume that folks know what being on a board entails. Would a buddy system with a more experienced board member make sense? Beyond just an orientation session, are there ways that you can integrate education into your board meetings? Holding some time for regular education sessions for your whole board will help keep the board’s role front and center with the whole group.

Those of us in social change and knowledge work spend a lot of time in meetings. Too few meetings optimize the contribution of everyone who is participating. Undoubtedly you have sat in meetings in which you wondered why the group was having it and why you were there. 

A first step and very practical approach to improving meetings is to start with answering why you are having the meeting in the first place. I covered some of those basics here and have a handy worksheet to plan better meetings.

Yet most of what I covered in those posts and worksheet were the cognitive tasks you need to think through when planning: the why, who and how. 

:I was at a training led by Cocreative Consulting recently during which they introduced another way to think about meetings which I appreciated. They named four agendas (besides people’s personal agendas :) ​that engage the whole person in a meeting. They are:

Aligning – This agenda engages the spirit and your intentions. Is the ‘why’ clear? Has the group aligned around a goal or shift they are trying to create?

Connecting – This agenda engages the heart. This is the agenda that too often in our action oriented culture we ignore. It can get dismissed as too “touchy feely.” Yet without trust, groups do not work at their highest potential. What element of connecting people to each other could you build into your next meeting? Remembering to do a check in and check out is a way to build this into your meeting. Asking each participant to answer a simple question that goes beyond basic introductions is another way. How do you help people share with other to build connection and connect to the people impacted by the work?

Learning – This agenda engages the head. Before the group jumps into problem-solving, have they clearly defined (and agreed) on the problem they are trying to solve together? Is there a wider more complex landscape that the challenge lies within? How might the group map that system so that they create a shared understanding?

Making – This agenda engages the hands. While traditional meetings often leave this out and end up being a lot of talk – what tangible product could the group produce that would move their work forward? How might you design the meeting so that the time spent together is focused on creating a product together rather than just planning? Is there a way to create a prototype together that brings the group’s ideas to life quickly?

I will be keeping these four agendas in mind as I design meetings in the future.

Need help thinking about how you might apply this to your context? Inquire about a coaching call.

Challenge: An education related organization had accomplished all the key goals in their current strategic plan. Over this period, the organization experienced substantial growth both in the number of clients it was serving as well as the scope of the services they were providing the field. With the increased staff strength, the board had become accustomed to relying on staff for direction and strategic thinking. The organization needed to assess the implications of this growth, ensure that there was alignment of staff and board in order to set direction and clear goals for the next 3-5 years. 

Approach: After interviews with each of the board members, and external stakeholder interviews as well as focus groups with staff, I facilitated a one-day retreat with the board and staff leadership. The retreat focused on:
• conducting an environmental scan to identify key trends impacting the organization’s work, 
• reviewing the themes from the interviews and focus groups and discuss their implications
• envisioning the organization’s future impact on the field, 
• resulting in identifying two to three key strategic goals for the organization.

Results: The organization now has a new strategic plan with clear support from both the board and staff leadership. The process helped the board step into its strategic role. Board meetings now have time dedicated to focusing on strategic questions. Staff leadership was also able to recognize how some of their actions encouraged the board to rely on them. Thus they are now equipped to make different choices moving forward. They can be clearer about what is staff work and what is the board’s responsibility.

Challenge: A local land trust organization had a regular good practice of conducting a board self-assessment each year. Over the past couple years, a few indicators created some concern. The group decided it would benefit from outside facilitation for its annual board staff retreat to dive into the issues raised in the self-assessment, including roles and responsibilities between board and staff.

Approach: In addition to the board self-assessment results, I conducted a survey of staff and board. My goal was to learn about the board’s current concerns and to understand the staff’s perspective on the organization’s current state. During the retreat, after a brief presentation on nonprofit life cycles, the group considered where their organization stood in its development. I then shared the themes from the survey and had the group discuss the implications. 

Board and staff learned that they had more in common than they thought on their perspectives of what the organization needed to improve in terms of operations.   It also became clear that the board was eager to stay at the governance level and focus on longer-term strategic issues. Through small group work, the groups considered its current initiatives and areas for future development and sketched out next steps. The group then gave each small group feedback.

Results: Through the retreat, the board and staff were able to open up conversations focused on roles and responsibilities that they had had some trepidation about addressing. The conversations revealed more agreement than individuals had expected. The group identified areas for growth and left with increased clarity on roles, goals and next steps. 

​Many of the leaders I work with say they want more work-life balance and to integrate greater self-care into their routine. Yet they struggle to make it happen. They preach it for their staff. Yet they laugh when it comes to making it a reality for themselves.

The dominant culture in the US does not actually value self-care. While the phrase has gotten a lot of attention in the media recently, too often it is seen as an indulgence and somewhat frivolous. The protestant work ethic measures your worth in terms of your productivity. White culture – our dominant culture – values urgency and deadlines, perfectionism and individuality. None of these things are really the friend of self-care. The focus on the individual can favor “heros” who try to do it all themselves without help from others.

As I am learning from Matt Walker, author of Why We Sleep, sleep is the foundation of wellness. Not an “optional life style luxury” that we too often consider it. Per his and others research, sleep is not something that you can choose not to do today and catch up on later. Sleep deprivation (even a regular one hour less than optimal) has severe health impacts. Sleep is more like breathing – you wouldn’t say you’ll breathe a lot on Saturday to catch up! So give yourself a non-negotiable opportunity for eight hours each night

Exercise, healthy eating, mindfulness and connecting with the important people in your life are all core pieces to wellness. I appreciate this list created by University of Buffalo’s School of Social Work for encompassing holistic look at all the elements of self care. Generally self care is something that needs routines – it is about frequency and consistency rather than intensity. Very similar to how healthy organizational cultures are built.

This resource developed by the National Center on Family Homelessness covers the topic from both an individual point of view as well as taking it to the organizational level. The strategies could be implemented by people working in a variety of settings, pursuing different missions.

As a leader, if you are not modeling these behaviors, your staff are not likely to feel comfortable incorporating good self-care into their routines. This is not an instance when ‘do as I say, not as I do’ (and is there ever?) works very well. For yourself, for your mission and for those you work with, invest in consistent self-care. Remember you don't need to do it all right all the time. Take the assessment above and identify a few small steps to start taking better care of yourself. Good luck!

PS -- I write this to have handy as a daily reminder to myself!

Challenge: Nine new executive directors came together to create a learning community for conservation movement leaders. The group aimed to learn about topics related to nonprofit management, governance, institutional advancement, and healthy partnerships. While the group could pursue organizing the learning program by themselves, they decided they would be better supported by a facilitator who would create the content and lead them, working collaboratively with the group to create a program that met the group’s needs. 

Approach: After interviewing each of the participants about their hopes for the program as well as the challenges they were facing with their organization, I worked with a planning committee to plan the monthly learning sessions. Each participant completed a self-assessment of their executive director competencies and drafted a professional learning plan to define their learning goals for the program. 

During each monthly session we used half the session to dive into a topic and the second half for the group to participate in peer coaching circles. Peer coaching circles can take a number of different forms. To keep it simple, I set two basic ground rules for the time. Each person would present their challenge briefly and then the rest of the group would ask questions for a set amount of time. This process helped each person think aloud about their challenge and the questions from the group helped them consider aspects that they might have missed. This also provided the ‘questioners’ practice with being in a coaching stance, rather than jumping in with a solution. This was a useful skill for them to develop as they supervise staff. In between meetings, pairs met as accountability partners. 

Monthly topics included organizational culture, staff management, board development, strategic planning, mapping organizational impact, and creating a organizational dashboard. We culminated the program with a retreat that combined time with accountability partners, focus on a couple content areas as well as topics identified through an open space process.

Results: Participants reported that they:

Felt less alone. “It’s lonely at the top.” This sentiment was expressed early on as the peer-learning network was forming. Being able to compare notes, share wins and challenges and get feedback from peers was invaluable. It helped those in the network feel less lonely as they developed a group of trusted colleagues to whom they could reach out in times of doubt and challenge. 

Thought bigger. Several participants came into the program feeling confident about their abilities in running programs. They were unsure, however, about shifting to a more strategic level of organizational leadership. Through feedback from participants and others, they were able to shift their perspective and see how they could take their program management skills and use them as the foundation for their strategic work as executive directors. 

Built accountability. For new executive directors, this may be the first time they’ve worked without a direct supervisor. To help each participant achieve their goals, they paired up with an accountability partner and regularly met to discuss their progress. This practice is grounded in research that shows that if you write down your goals you are more likely to achieve them. If you share them with another person and then check in with that person on how you are doing on your goals, you are even more likely to follow through. These pairings not only helped participants advance their work, it strengthened their connections within the network. 

Want similar results? Inquire about a coaching call.