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Board Governance Essentials for Success Regina Podhorin, President The Leadership Group leadershipgroup

Board Governance Essentials for Success Regina Podhorin, President The Leadership Group www.leadershipgroup.info. Introduction. What is the best model for Board governance? It Depends!! Need to look at your current phase of organizational development. Phases in Board Development.

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Board Governance Essentials for Success Regina Podhorin, President The Leadership Group leadershipgroup

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  1. Board GovernanceEssentials for SuccessRegina Podhorin, PresidentThe Leadership Groupwww.leadershipgroup.info

  2. Introduction • What is the best model for Board governance? • It Depends!! • Need to look at your current phase of organizational development.

  3. Phases in Board Development • Grassroots Boards • Strategic Governance Boards • Power Boards

  4. Organizational Lifecycles & Board Structure • Start up – most often “grassroots” • Growth – move to “strategic” • Mature – “strategic” with “power” players • Decline – can occur after any stage if board out of touch with strategic needs • Turnaround – small, bold, “strategic” leadership on board & staff • Terminal – small with focus on due diligence

  5. Grassroots Boards • Do the “work” of the organization • Fundraising based on who you know • Board members see themselves as “volunteers” • Staff roles, if any, overlap Board roles • Need to carefully state expectations of each other

  6. Strategic Governance Boards • Set & monitor outcomes • Set and monitor policy (prudent/ethical behavior) • Set strategic goals, including fundraising • Evaluate the Executive Director • Clear Board, staff, volunteer roles • Give and get

  7. Power Boards • Provide access and name/corporate recognition (High level give and get) • Act in an advisory capacity but stay out of operations • Strong staff leadership and strategic direction

  8. Modes of Governance • Fiduciary – report and data driven • Strategic – community needs driven • Generative – creative thinking, outside the box Governance as Leadership Chait, Ryan & Taylor 2005 Boardsource

  9. Major Board Role in Fundraising • Ensure organization is worth giving money to: • what difference? • for whom? • at what cost? • using a prudent and ethical manner The Case Statement

  10. Major Staff Role in Fundraising • Provide data to support outcomes • Gathering of “stories” to be used to demonstrate effectiveness • Ensure consistency of message and process • Maintain fundraising support systems for mailing list/prospects/donor recognition

  11. Tips & Techniques • Create a Fundraising Advisory Board to simulate “Power Board” • Be careful of mixing Board types - conflict inevitable in different expectations • A Board member “ask” supported by staff to answer technical questions is usually a good mix.

  12. Tips & Techniques Cont: • A strong case statement and strong Board governance makes the ask easy! • If you have done the governance work to make sure the organization is worth giving to, then how can you not give and get.

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