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3 Steps to Engaged, High-Performing Boards Presented by Cindi Phallen www.possibility-cp.com 1

3 Steps to High Performing, Engaged Nonprofit Boards

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Managing nonprofit boards takes focus and commitment. Do you struggle to keep their attention? Is attendance low at meetings? Are you struggling to meet goals? Here are the 3 most effective steps you can take to achieve a higher level of engagement and performance form your board. Whether staff or volunteer, this will help guide the way.

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Page 1: 3 Steps to High Performing, Engaged Nonprofit Boards

3 Steps to Engaged,

High-Performing Boards

Presented by Cindi Phallen

www.possibility-cp.com 1

Page 2: 3 Steps to High Performing, Engaged Nonprofit Boards

www.possibility-cp.com 2

These slides were part of a webinar and are most effective with the

recording. I’ve revised them a bit so there is more text on slides which should help explain salient points.

Please feel free to contact me if you’d like further explanation.

Enjoy!!

Page 3: 3 Steps to High Performing, Engaged Nonprofit Boards

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I addition to documents I upload here and on 4good.org, my blog is emailed every two weeks (sign up on my site), and my facebook posts include resources and tips. And now – I have a new book! Consider checking it out on Amazon….it’s gotten great reviews and I think it will be helpful along your journey.

Page 4: 3 Steps to High Performing, Engaged Nonprofit Boards

How to determine what motivates your board members

How to turn motivation into participation

How to build relationships that support the work

How to start (re)building the team so engagement turns into retention

How to stop the chaos, and focus on what matters

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Page 5: 3 Steps to High Performing, Engaged Nonprofit Boards

Finding/Getting board members

Engaging board members

Not having clear expectations

Board not focused on priorities/lack of direction

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Page 6: 3 Steps to High Performing, Engaged Nonprofit Boards

1. Clarify Their Value

2. Ask the Right Questions

3. Recruit Some Champions

The goal is always to strengthen

the relationship

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Page 7: 3 Steps to High Performing, Engaged Nonprofit Boards

Start at the beginning by telling them how you think they can contribute to your organizational goals:

- Aligned with strategic initiatives

- Recruitment

- Orientation

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Page 8: 3 Steps to High Performing, Engaged Nonprofit Boards

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Throughout their service:

- During goal-setting

- At committee meetings

- As fundraisers

- As ambassadors

Page 9: 3 Steps to High Performing, Engaged Nonprofit Boards

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Page 10: 3 Steps to High Performing, Engaged Nonprofit Boards

Be PROUD of them, no matter what!

- list names, videos, ask to post, feature in newsletter, silly awards, thank and appreciate

Remember this when you need different results:

Message to Group = just information

Message to Individual = understanding and commitment

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Page 11: 3 Steps to High Performing, Engaged Nonprofit Boards

Of them…….

- Why did you join the board?

- What are you enjoying most about your board experience?

- How do you see yourself supporting our goals in the next year?

- What do you need to feel

equipped to do so?

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Page 12: 3 Steps to High Performing, Engaged Nonprofit Boards

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Of them…….

- What concerns you the most?

- How do you think we performed to goals in this past year?

- Do you think we’re measuring the right things?

- How well do you know the

other board members?

Page 13: 3 Steps to High Performing, Engaged Nonprofit Boards

Of Yourself……

- What is my mindset about board engagement?

- When was the last time I thanked them?

- What’s been either stated or implied in regard to what is important to them?

- How can I provide that?

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Page 14: 3 Steps to High Performing, Engaged Nonprofit Boards

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Of Yourself……

- What board education/training has been

provided recently?

- How often are there social opportunities for

them to strengthen relationships?

- What do I know about them outside their board work?

- Do I treat them as well as I treat

major donors?

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3. Recruit Champions

Page 16: 3 Steps to High Performing, Engaged Nonprofit Boards

You’re not in this alone – the goal is to enlist some support in lining up what motivates the individual members with the needs of the organization.

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Page 17: 3 Steps to High Performing, Engaged Nonprofit Boards

Even more beneficial with large boards (spread the work)

Peer to peer –volunteers respect each others’ efforts and requests

Engagement works both ways – they want to relate with you too

Leadership development (mentor)

Structure board development committee around engagement goals

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Page 18: 3 Steps to High Performing, Engaged Nonprofit Boards

Just one thing……

what’s the one thing you’re

willing to commit to in the next week that will drive stronger board engagement?

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Page 19: 3 Steps to High Performing, Engaged Nonprofit Boards

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Cindi Phallen

858.618.4762

[email protected]

facebook.com/cindiphallen.strategy

www.possibility-cp.com