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Onboarding a New Nonprofit CEO

Welcome to Your (New) World!

It’s 7:00 p.m. on Saturday night. The doorbell rings. You open the door and greet your dinner guests. You say, “So glad to see you! The coat closet is over there (pointing). Make yourselves at home. Just go in the kitchen, I think there’s some wine and some food. You’re smart, I know you’ll figure it out and cook up something. I’m going to run upstairs and take a shower. Back soon.”

It’s difficult to imagine inviting guests over with such little forethought. What would Miss Manners say about this inhospitable “hello”? […]

Why Aren’t You Talking to Each Other?

Nonprofit chief executives and their board members do not simply wake up one morning with the following revelations:

The demographics of the area they serve have changed;
Funding for a signature program is at risk; or
High staff turnover is a dangerous threat to service delivery.

Yet, nonprofit leaders confront these realities often. When I read a story or hear about a nonprofit in extremis, I wonder if the leadership has been asleep at the wheel. Did no one see the signs? Why did they not point these things out to each other? What were they (or were they not) talking about at board meetings? […]

Executive Transition: How to Determine Who Your Next Leader Should Be

As the adage goes, the only constant in life is change. When a transition occurs at the top of any organization, it needs to be managed with good judgment and planning for the future success of the organization and all its stakeholders. In a nonprofit, it is the board’s role to handle this process.

Why Conduct a Needs Assessment?

Indeed, the stakes are high for a nonprofit board of directors charged with the responsibility of managing an executive leadership transition. Among the many questions that loom are:

What is the scope of the chief executive’s job?
What are the necessary skills the next chief executive must possess in order to lead the organization […]

Why Job Descriptions Are the Keystone of Your Volunteer Program

Volunteers are strategic assets for nonprofits. Some of my clients rely greatly on volunteers to fulfill their missions. In addition to board members and committee members, there are event organizers, fundraisers, service providers, tutors and mentors, crisis/helpline responders, people who shelve books or who staff the waiting rooms of a hospital to let you know your loved one is out of surgery. The list goes on.

To treat your volunteers with the respect they deserve, first think strategically about the different roles they play within your organization. Next, create proper job descriptions. […]

New Year Surprises: Are You Ready to Manage Staff Transitions?

A new year often inspires life changes, big or small. Among these are the decision to pursue a new job or career. Because employees at all levels contribute to the fulfillment of your mission, nonprofit leaders need to be tuned into staffing transitions throughout the organization. How a nonprofit executive copes with staff transitions both draws from and contributes to the organizational culture. If handled well, a staff transition can boost an organization’s well-being and capacity, but if handled poorly, morale and service continuity can suffer. […]

Resolve: The Will to Lead

It was not necessarily my intention to mine any further the situation put forth in my August 2016 blog post, Executive Transition: Cautionary Tale #1 – Settling for Less. I had a completely different topic in mind for the December blog post. However, it turns out that the last lines of the August post are haunting me now. […]

Thanksgiving Edition: Sharing the Bounty

At this time of year, I’m especially grateful to my clients, colleagues, and friends for the privilege of working and growing together. I’d like to share a few things that I’ve learned along the way – from you!

One of the great things about working with nonprofit leaders is the opportunity to learn new practices that are working for their organizations. These learnings are worth sharing with others across the nonprofit sector. Yet when nonprofit leaders gather with colleagues, it is usually with others in their field. It is not necessarily routine, for example, for a leader of a social service agency to meet with one from an arts organization. […]

Capacity Building Readiness Assessments – A Meaningful Diagnostic

Recently, I attended a condominium board meeting to find out what was going on in our building. The condominium board had hired a consulting firm to assess the common areas in the building to identify ways to maximize space. One of the initial findings was that the bicycle room was not efficiently organized. With some minor changes the bikes could be stored in a smaller footprint, thus freeing up additional storage space in the room, perhaps for stroller storage. And this was only the beginning of new possibilities!

Over the years, I have conducted many assessments for nonprofit organizations. In every instance, the findings have been, in one way or […]

Executive Transition: Cautionary Tale #2 – Undermining the Transition Process

Last month I shared a cautionary tale about what can go wrong when an organization compromises in their choice of a new executive director due to search fatigue or poor preparation.

This month, I present a tale about what can happen in an executive transition when there is lackof good will among the board of directors and a lapse in honoring one’s role as a trustee of an organization.

Often in the case with significant decisions, a board of directors will agree up front to emerge from its deliberations in unanimity. This desire to present a united face to […]

Executive Transition: Cautionary Tale #1 – Settling for Less

This post is the first of two that discuss what can go wrong when hiring a nonprofit executive.This month I’ll talk about what happens when a board of directors settles for less and the downside of fatigue with the process. Next month I’ll discuss what can happen when a board member undermines the transition process.

Hiring a nonprofit executive is too important to do with anything but the utmost of care. Even with strong planning something can go wrong. That’s real life. What is truly unfortunate is when an executive transition is not successful when, with more attention to the […]

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