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Highly Effective Boards: Building, Retaining and Celebrating!

Highly Effective Boards: Building, Retaining and Celebrating! Marcy Balogh, GIJP Mentor & President of Ba-Lo Consulting Monday, November 19, 2007 9 Kislev 5768 . Welcome! Getting Started – An Invitation. Our Session Objectives:. Assess your Board strengths and identify needs;

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Highly Effective Boards: Building, Retaining and Celebrating!

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  1. Highly Effective Boards: Building, Retaining and Celebrating! Marcy Balogh, GIJP Mentor & President of Ba-Lo Consulting Monday, November 19, 2007 9 Kislev 5768

  2. Welcome! Getting Started – An Invitation

  3. Our Session Objectives: • Assess your Board strengths and identify needs; • Explore established and innovative recruitment techniques; • Develop appropriate trustee expectations; • Establish impressive orientation and training program; and • Evaluate Board governance results

  4. Ways To Work • Listen to understand, not to respond; • Learn from the past, live in the present and plan for the future; • Try “yes, and”; • Recognize the lines, so that you color beyond; • (and finally) Have fun!

  5. Getting to Know Ya’ll! Two Lines – Rays of En”light”ment! One for Board One for Staff Ar”ray” yourself based on Knowledge of Effective Boards Please Share: Name Camp Role related to Board

  6. Who’s on First? It’s all about Partnership Please Pair Up – by Camp partnership or in a learning partnership

  7. More than a Name….. The Board of Trustees The Advisory Board The Commission The Governing Body All Different!

  8. Basic Responsibilities of Nonprofit Boards (BoardSource Board Assessment Categories) • Determine the organization’s mission and purpose. • Engage in strategic thinking and planning to achieve the mission. • Approve and monitor the school’s work. • Ensure adequate financial resources. • Ensure sound risk management policies. • Select and support the chief executive and review his or her performance.

  9. Basic Responsibilities of Nonprofit Boards (BoardSource Board Assessment Categories) • Understand the relationship between Board and staff. • Enhance the organization’s public image. • Carefully select and orient new Board members and Board leaders; assess performance of Board and individual members. • Maintain Board structure and operations. • Organize Board committees and task forces.

  10. The Board of Trustees Mission, Vision, and Strategy Legal and Financial Integrity Hiring, Supporting & Evaluating the CEO/Director Board Self-Management Key Governance Functions

  11. Key Roles on the Top Leadership Team • The Board governs the life of the camp. • The CEO/Director coordinates and directs the affairs of the camp. • Organizational health depends on an effective and flexible partnership between the Board and the Head.

  12. Better Practice - #1 We’re not here to determine what/why type of Board - however Know Yourself!

  13. Board Cycle Not finite, never completed!

  14. The Year-Round Board Building Cycle Identify Celebrate Rotate Cultivate Evaluate Recruit Educate Orient Activate

  15. Begin with “Identify” The Board Assessment Grid

  16. Better Practice #2 - Profiling Determine Board make-up Snapshot of Current/Projection of Proposed Thoughtful, Strategic, (Not Desperate)

  17. Grid Factors What is important to know: Name Gender Age Geographic Location Affiliation (various types) Other Demographic?

  18. More Grid Factors Passion for Your Camp Passion for Jewish Camping Ability to Give Financially History of Financial Giving Ability to Get Financially History of Getting

  19. Even More Grid Factors Leadership Potential Chair Potential ?Personal Skills/Talents/Knowledge? Other Important Factors

  20. The Art of Profiling • Establish evaluation methodology including – • Hi/med/low 0-3 (high) • Paper/pencil computer • Who responsible/who involved • Keeper of the profile

  21. Exercise In pairs, create a Board Grid (begin to complete)

  22. The Year-Round Board Building Cycle Identify Celebrate Rotate Cultivate Evaluate Recruit Educate Orient Activate

  23. Cultivate and Recruit First, who do you need to join? How do you go about figuring it out? What’s worked?

  24. Better Practice #3 - Cultivate….Recruit LISTEN Set Expectations

  25. The Ask! Role Play

  26. Recruitment – What works Let’s identify what works Who, what, where, when

  27. The Year-Round Board Building Cycle Identify Celebrate Rotate Cultivate Evaluate Recruit Educate Orient Activate

  28. Orient, Activate, Educate Time for Checklists Board “Buddies” Board Orientation Board Manuals Board Retreats

  29. Better Practice #4 – Orient & Train Orientation and Training is a way to say “THANK YOU”!

  30. The Year-Round Board Building Cycle Identify Celebrate Rotate Cultivate Evaluate Recruit Educate Orient Activate

  31. Evaluate Evaluation is a good thing!

  32. Better Practice #5 - Celebration Evaluation (annually) gives us a chance to celebrate!

  33. Board Member “Paycheck” How do you pay your Board members?

  34. The Year-Round Board Building Cycle Identify Celebrate Rotate Cultivate Evaluate Recruit Educate Orient Activate

  35. Next Steps Please identify one thing that you can do that will help your camp attain a Highly Effective Board.

  36. Thank You Build, Retain and Celebrate! Marcy Balogh marcy@ba-lo.com 303.220.0400

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