Monday, August 4, 2014

Quotable nonprofit governance: Building board member community

"Quotable Nonprofit Governance" is a summer series sharing awe-inspiring and instructive insights from several of my favorite nonprofit board resources. My goal is to not only share great quotes but to also suggest ways to use them to inform your own approach to governance.

Over the last two years, I've become more convinced than ever that this is a major, missing piece of the board performance puzzle. 

Not that we don't have other significant challenges - some of our own making, others not. But the fact is, too many nonprofits bring bright, committed, talented leaders into their boardrooms only to have them wallow and wither on the governance vine.

Why is that?

Gail's quote (from her marvelous book) reminds us that when boards are a team - a community - their potential to collaborate, to create, to envision expands exponentially. But how often do we take the time to create that community? To get to know each other? To find and build upon our common visions of what is possible? To do more than get together long enough to check off the items on our overcrowded agendas?

I fold broader issues of board dynamics into the concept of community. Governance is not one, non-stop Kumbaya moment (as much as that might make the process easier). True communities deal with the highs and lows of working closely together, of debating sometimes thorny issues, of bouncing around wide-ranging (and sometimes contradictory) visions of the future, of challenging each other to be the best we can be so that we can collectively reach our dreams. They not only survive, they often thrive - and succeed.

Questions for reflection with your board:

Is our board a community? How do we know?

If the answer is no, what is missing? What would make the difference?

What can a successful board community accomplish for our nonprofit? For our community?

Monday, July 28, 2014

Reflective nonprofit board practice: Stop, think, and create something wonderful



"Stop, think, and don't do something stupid!"

This Robert Bea quote opens Daniel Forrester's book, Consider: Harnessing the Power of Reflective Thinking In Your Organization

Bea, professor emeritus of civil and environmental engineering at the University of California at Berkely, was addressing his students and drawing from a long career working with industry - especially industry in the midst of environmental crises. But he could very well have been speaking to our local nonprofit boards when he uttered those seven fateful words.

In many respects, Bea's call to his students also describes the ultimate bottom line for nonprofit governance: be thoughtful and don't screw up anything when you're gathered around the boardroom table. But he also provides the foundation for Forrester to launch what promises to be a compelling call to reflective practice in a world where action and distraction dominate.

I'm still reading Forrester's book (and impressed by what he's sharing so far). But the opening passages sparked such a strong reaction that I simply had to share and react.

Forrester lays out the challenge that most of us face: living and working in a world filled with distractions, demands on our energy and attention, and a constant flurry of activity that is far from conducive to effective action. It's an environment where, at the end of the day of "busyness," the best most of us can hope for is to get through the night with enough energy to do it all over again.

"It makes us feel wanted and useful," Forrester writes, "but at the same time we feel drained and uncontrolled."

That, my friends, is the state in which too many of our board members enter our meetings. We're tired - sometimes literally so, in meetings that begin at the end of already long days. We're distracted and mentally exhausted by demands placed on us, not only in this lead volunteer role but in our work and personal lives.

It's also a factor in the familiar refrains of being "too busy" to sit down, breathe, and ask ourselves the big questions required of us. We too often enter the work of the board already tired and stretched - and impatient when someone tries to suggest what Forrester says we need most (especially when dealing with world-changing issues and challenges).

"We are living in an age of immediacy that can't be singularly managed with instantaneous responses. For these reasons, stepping away from the problem - and structuring time to think and reflect - just may prove the most powerful differentiation to remain relevant and survive."

Forrester reminds us of what we all know to be true, even if we don't act like we do: "the best decisions, insights, ideas, and outcomes result when we take sufficient time to think and reflect." This raises a critical question for organizations:

"Will we elevate the importance...of consistently adopting think time and reflection, or will we pass it over as our work pace gallops to a new, dizzying speed?

As our boards increase their awareness and commitment to addressing fundamental questions about the future, will we heed Forrester's call to step back and commit to the thoughtfulness and reflection that the work demands? Or will we simply add "big questions" to our already mile-long checklist of tasks to cram into already overpacked meetings?

Will we realize that the complex work that can't be answered in one quick vote is where our ultimate impact can be made and felt? Will we respond by clearing those agendas of the superficial (and managerial) tasks so that we can engage in the ongoing, thoughtful deliberation and reflection that Forrester calls on us to do?

Will we commit to governing differently? Will our peer leaders facilitate that and hold us accountable for that?

"When overworked people declare that they 'just don't have time to think,' leaders have a choice: They can settle for the status quo and declare that it's the way the world works today, or they can insist that reflection is a strategic business enabler."

In the end, Forrester tells us (what we already know), we hold the key to our future.

"The choice in how we behave is ours. So are the consequences that result from such a critical decision."

I'm overwhelmed by pretty much every other sentence as I read this excellent book. I can guarantee follow-up posts as I continue reading and processing. Building boards' capacity for reflective practice may be the single most powerful - and transforming - investment that everyone in the sector should be making. It's a strong theme throughout everything I've written so far and will continue to be so in future posts.

In the meantime, I leave you this week with this wisdom from Forrester and two questions for - yes - reflection:

What can we do to identify and reduce the counterproductive "busyness" that lies in the way we have structured our board's work?

What steps can we take - now - to begin not only adding "time for reflection" to meeting agendas, but to build a culture where thoughtful, non-rushed deliberation is both valued and expected?

Monday, July 14, 2014

Quotable nonprofit governance: Removing the unexpectedness of fun on boards

"Quotable Nonprofit Governance" is a summer series sharing awe-inspiring and instructive insights from several of my favorite nonprofit board resources. My goal is to not only share great quotes but to also suggest ways to use them to inform your own approach to governance.

Admit it. You mostly agree with it - or at least have your own board experiences where this Gail Perry quote was true.

Is having fun in the boardroom an unreasonable expectation? Is board work so inherently not fun that we've given up even trying (or know that we can - and should - try)?

In boards where this is not true, what makes the biggest difference? 

What does "fun" look like in nonprofit boardooms?

What can we do to add fun - that fuels board member passion and motivation - to board work?

(By the way, the book containing this quote is a must-read for nonprofit boards and CEOs. Gail addresses the title topic without bashing board members - actually acknowledging our legitimate needs to finding meaning and connection to the work we are called to do. Very refreshing, frankly.)

Wednesday, July 9, 2014

Living organizational values: An example from a favorite private sector company

Do organizational values really make a difference? Don't they just take up place on the office wall - or board handbook - gathering literal or metaphorical dust? Is it actually possible to live our organizational values?

I'm a rabid fan - and regular customer - of the Virginia-based Goulet Pen Company, so anything from the company catches my attention. This little jewel, which popped up in my Google+ feed this afternoon, was no exception.

Customer Me enjoyed seeing faces of the people who leave handwritten messages (and baby Tootsie Pops!) in my orders. Nonprofit Consultant Me gravitated toward something else: the way in which the Goulet values are not only clearly articulated but a driving force for the people who work there.

Watch the Goulet video. Take note of the organization's seven core values. Listen to the employees' vivid descriptions of how those values drive customer service, their commitment to the company and their jobs, and their commitment to their teammates. Contemplate the underlying message of what they share and what it must be like to be members of the Goulet team.

Now imagine that same kind of living, breathing translation of values in a nonprofit setting. Imagine board members describing your organization's impact in similarly vivid ways. Imagine them explaining how those values inform every decision they make. Imagine them expressing their individual commitments - to you and to their work - in similarly passionate ways.

If we turned on a video camera and asked your board members to describe the role of organizational values in their work with you, what would they say? Would they be able to make the same kinds of explicit connections to their governance responsibilities? Could they couple their individual service motivations and leadership accomplishments with these foundational principles?

What can you do - today - to make your nonprofit's values as real and relevant to your governing body as possible?

Monday, July 7, 2014

Governing with impact: Asking different strategic questions, gathering different data

Say the words "strategic planning" and many around you (especially those in nonprofit boardrooms) will respond with a labored sigh, a rolling of eyes, an occasional "Blech!" - and sometimes all of the above. There are multiple reasons why "strategic planning" has a bad reputation. But true or not, deserved or not, another fact remains:

The nonprofit board has a core strategic governance function for which it is uniquely responsible.  We can't afford to shuttle this multi-layered and mission-critical process to the periodic, formal planning processes that all too often fall short.

The primary focus of this video, featuring Hildy Gottlieb of Creating the Future, is the role of data analysis in the planning process. Understanding how, when and why to analyze data is important not only to strategic planning, but to all of the board's strategic thinking and decision making.

But Hildy also calls for a totally different approach to envisioning the future around which those plans are built. That is the focus of today's post. It's one that I suspect will ring quite familiar - and perhaps somewhat challenging to accept for some, given that the shift in thinking that Hildy challenges us to make may feel like an incredible leap from the reality that we believe we face.

In priming our thinking to understand how data analysis can be done differently, Hildy describes a common scenario for many boards and their nonprofits: initiating planning processes starting with what we don't like in our communities. From the beginning, we begin with a pretty serious limitation: what's wrong with now, rather than what's right about the future we want to create.

Hildy is right when she says, "What we're inadvertently doing is creating reactive plans, in the image of today, suggesting that the best we can possibly hope for for the future is today, minus the problems that we have."

Now, I get that. I've planned that. I've facilitated that. I also know that, if we're at our very best in that environment - and we succeed (a big 'if") - we get incremental movement from our current existence. Technically speaking, that's "progress." But it's not the kind of progress that gets us to the expansive vision of the future that we define and are accountable for achieving.

"We have to envision the future that we want to create and then ask the question, 'What do we need to know in order to take the steps to create that future,'" Hildy says. Naturally, she's talking about the data gathering and analysis. But she also places it in the context of focusing on the right end goal: a truly different, better future for our communities.

And that takes a different kind of planning process, one that starts with that better future and works back, rather than the flawed reality of today.

As my wise friend says in the video, "If we're going to create a future that is significantly different than what we have today, we cannot tether our plans to what today looks like."

That's where the scary part comes in. We look at our limited budgets, our facilities problems, our staff retention issues, and we believe that a 5 percent increase in client numbers and a 10 percent boost in donations is a pretty grand step forward. Maybe. But it's not enough to change the world or our communities.

What does that mean for your nonprofit?
For your board?
For the goals you set to reach your vision?
For the data you gather to understand the path to those goals?

As you begin to ponder those questions, I encourage you to explore the Creating the Future website and the rich resources available to help you with that process.

Monday, June 30, 2014

A Nonprofit Board Member's Bill of Rights

(Purchased from Bigstock Photo)

I felt compelled to write last week's "Get over it" post to articulate a few realities about nonprofit governance that exist but aren't necessarily exciting and not always conducive to feeding the deeper motivations that drive many of us to serve. I did it so we all could move on to the meaningful work that impacts our communities and inspires us.

But even as I wrote that post, I knew that it could be used as evidence that nonprofit boards really are slackers who don't know or care about their "real" responsibilities, who are lazy and unwilling to do what "we" need them to do so "we" can succeed. That is not at all the case. It certainly is not what I intend to convey or support on this blog. I published that post and immediately felt compelled to write a counterpoint.

In the spirit of the holiday week here in the U.S., I present my "Nonprofit Board Member's Bill of Rights." The individual "rights" will be familiar to regular readers, because they're part of the larger message of my advocacy for nonprofit boards. I offer them as a collection today, as a bookend to last week's post.

The Nonprofit Board Member's Bill of Rights

We the community leaders who serve on nonprofit boards, in order to govern toward a more perfect vision of the future and a fulfilling mission that advances that vision, require an environment conducive to fulfilling the responsibilities entrusted to us. To that end, we have the inalienable right to the following:

1) A clear understanding of our responsibilities, outlined before we join the board, and clarity about why we are being asked to serve. We have the right to participation in a thoughtful recruitment process, where a governance-focused job description is presented so we can make an informed decision about accepting the invitation to serve. We also have the right to know the specific skills, knowledge, connections, etc., that make us the right fit - at this time - for the board.

2) A rich, multi-stage, user-friendly orientation process that prepares us for active participation and, ultimately, leadership on the board. The information presented in the recruitment process is only the beginning. We deserve both a thorough initial orientation (including supporting materials) after we join the board and ongoing support in the initial months of our service.

3) Ongoing access to information, stories, etc., that provide the context and data to make the best decisions possible for the agency and the community. We deserve timely, ready access to that information, in formats that are accessible to us and conducive to effective decision making.

4) Work that draws upon our strengths as community leaders. Our governance work is future-focused and impact-driven, grounded in questions of consequence. The work that we do does not waste our time. We come together to govern and lead, not wallow in management minutiae. We expect that that work will draw upon our individual strengths, expertise and skill sets. We expect to use our individual connections to broaden the base of supporters for our mission in engaging and appropriate ways.

5) Meetings that are intellectually and creatively challenging.  We have the right to agendas built around questions about the future, that demand our active participation, and that give us space to reflect and create. We deserve work environments that expect us to contribute regularly, as equal members of the governance team.

6) Experiences that bring us closer to the mission we are charged with advancing. The more vividly we understand the agency's work and the lives touched, the better we are able to communicate that impact to others and the stronger our own commitment becomes. We have the right to build our knowledge, not only in formal training events but in authentic experiential learning opportunities throughout our board service.

7) Expectations that are appropriately high. We have the right to set our own high bar, drawing from our significant collective expertise. We have the right to all of the forms of support required to fulfill those expectations.

8) A strong, effective partnership with our CEO. We recognize the complementary leadership responsibilities that each brings to the table, and we collaborate to ensure that both parties receive what we need to fulfill them. We neither receive our marching orders from our chief executive nor dictate from above.

9) Recognition that is personally meaningful. We deserve regular acknowledgment that what we bring to the board is valued. We deserve acknowledgment that different people prefer that recognition in different formats, and that our individual preferences should be appropriately accommodated.

10) Respect for our contributions as community leaders. We have the right to be supported and valued, not treated as inconveniences. Your power and potential rests, in large part, on our power and potential. Respect us, support us, and we will lead in ways that bring you closer to your mission than you could ever achieve on your own.

Friday, June 27, 2014

Quotable nonprofit governance: Stop knowing/doing, start asking

"Quotable Nonprofit Governance" is a summer series sharing awe-inspiring and instructive insights from several of my favorite nonprofit board resources. My goal is to not only share great quotes but to also suggest ways to use them to inform your own approach to governance.

This quote, from a book that I believe everyone should read (especially nonprofit sector leaders), packs at least three critical ideas into one brief passage.

First, no surprise, is the call to value questioning - especially the "why" questions that invite nuanced, informed and visionary answers. That, I hope, is obvious.

But there are couple of other key messages for nonprofit boards. Berger not only challenges us to ask more questions but to set aside two of the more attractive functions that board members enjoy and/or are called upon regularly to do.

How many of our boards pride themselves on being "a working board?" Yes, that's often offered as a counterpoint to the suggestion that they might sit around doing nothing but rubber-stamping anything the CEO puts in front of them (though I've seen my share of "working boards" do an awful lot of that). But we boards also get stuck in a cycle of doing that can be counterproductive in a couple of ways.

One, "doing" often equals "getting overly involved in management/administrative issues for no reason other than we want to be involved." We gravitate toward familiar areas (e.g., the management functions many of us engage in at work) because we want to contribute and they're in our comfort zones. Two, "doing" all too often translates into listening to report after report, voting on routine matters, and spending not a lot of time actually leading. Or governing .

Two, "knowing" is a common core function for nonprofit board members, and understandably so. Most of us are recruited, at least in part, for some mission- or organization-applicable knowledge that we have. Sharing that expertise is an important function, certainly. We expand the board's knowledge (and the nonprofit's capacity) when we do that. It is an obvious and appropriate contribution that we can make as individual members.

However, there also is an occasional risk that is related to the larger "question" theme. We may sometimes find ourselves feeling mighty uncomfortable having to acknowledge that we don't know the answers to something (especially something related to our expertise area) in an environment where we are expected to be leaders. Leaders have the answers, right? Well, maybe. But behaving as if we do when that is not the case can put our organizations in some tricky territory via ill-informed board decisions made because someone was afraid to admit he/she didn't have those answers.

I seriously doubt that Berger would advise nonprofit boards to permanently set aside all "doing" and "knowing." I'm certainly not suggesting that. But I am joining him in what I believe is a call for balance and perspective - and the rightful recognition that an essential function of leadership is asking questions.

It's asking those "why" questions that Berger calls for specifically, and for a range of questions that inspire and inform nonprofit boards to think and govern generatively.