HALT – So Your Board Members Can be Their Best Selves

During his freshman orientation, my younger son was introduced to HALT – Hungry, Angry, Lonely, Tired – a stress management technique. For entering college students, it was supposed to help them increase self-awareness and understand what was going on with themselves and how this affected their interactions with roommates and others. It was geared to help them from becoming less pleasant versions of their normal selves.

HALT resonates with me. Especially regarding nonprofit boards and board meetings. After all, aren’t nonprofits better served by directors who function at their finest and highest levels? […]

Don’t Make it Sink or Swim: Orienting New Board Members

Does your nonprofit bring on new board members annually as a class, rather than randomly throughout the year? If they start out together, I commend you for choosing this wise approach. If not, I hope you will consider making a change after reading this.

When we think about it, nonprofit board members have a significant responsibility. Through their leadership, they hold the organization in trust for future generations. Exactly what this means for any organization depends on its life cycle stage and all the factors in play at any given time. […]

The Essence of Hiring Right: The Key Role of Values and Personal Qualities

Think about the most successful people in your nonprofit. What do they have in common? Now think about those who didn’t succeed and have left your organization. What caused the disconnect?

While it is natural to concentrate on experience and preparation when interviewing candidates, those hiring may overlook the importance of culture and values. I learned the fundamental significance these play in identifying the ideal candidate in my earlier life as an executive search consultant (prior to becoming an organizational development consultant with nonprofits).

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The Goldilocks Approach to Meeting Minutes

Why Minutes Are Worth Doing Well

The first time I was chair of a nonprofit board, I realized how important the role of the secretary was, as well as the value of good minutes. As board chair, it was necessary – crucial – to be in the moment, fully engaged with what was happening during the board meeting. The minutes were essential to being able to do that and know what had transpired. Because that board, that year, had the good fortune of having a smart and highly capable secretary who took the job seriously, the minutes were thorough and balanced. Reading them after a meeting allowed me re-live the […]

Onboarding a New Nonprofit CEO – Tools and Activities

You have just hired a new senior executive. Congratulations! Now what?

When the search activities conclude, the transition continues and a well-planned onboarding process is critical. In the best scenario, a transition task force (which might be the search committee) will have contact with the new executive in the period from offer acceptance to first day on the job. Having a plan for this “in-between” time will make onboarding go more smoothly. It will also permit the transition task force to discuss onboarding with the new executive to learn what she/he would like included.

Onboarding a new nonprofit executive may seem daunting. Depending on the size and complexity of an organization, […]

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”? […]

Resilience in the Time of COVID-19

For weeks now, we all have been reading emails and website homepage notices outlining actions in response to COVID-19. As a consultant to nonprofits, I am deeply moved by the deliberations and decisions made by my nonprofit clients and other organizations I know. Daily, our clients are meeting human needs in profound ways. Most must push through to attend to their vulnerable clients and take care of their employees at the same time. Others are faced with the need to pull back for the safety and health of their staff and clients. Nonprofit responses are unique and situational. […]

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. […]

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