On Tuesday of this week, my blog post titled “The executive director’s first 90 days” focused on what the new CEOs and boards should do during those crucial first few months. That post took me for a walk down memory lane to when I was a new executive director embarking on new and exciting challenges.
While it isn’t always the case, sometimes a new executive director finds themselves walking into a challenging situation. After all, there are reasons why people leave their place of employment and those stories aren’t always ideal. In extremely challenging circumstances (e.g. someone ran out the door or they were chased out the door), I guarantee you that the issues don’t just reside with the person who left. There are typically board issues related to the resignation or termination.
For example, in the case of embezzlement . . . you usually can’t just point at the embezzler. There is likely issues with oversight and internal control policies.
One of the best practices I mentioned in Tuesday’s post was that new executive directors should meet individually with every board member within their first 90 days.
One of the more common issues with which many new executive directors are faced (especially when going to work for an agency with little organizational capacity) is having the “wrong people” sitting around the boardroom table. The challenging question many new CEO’s find themselves asking is:
How can we tactfully ask well-intentioned board volunteers
to find a different seat on the bus?
As I reflected back upon my first 90 days (more than 14 years ago), I remembered that my board had 20 volunteers on the day they hired me and within my first three months nine board members resigned.
Now this didn’t happen because I smelled bad or people disliked me (at least I don’t think so). It happened because of how I approached my individual meetings with board members. Here is what was on my agenda:
- Introduce myself and talk about my background
- Engage board member in discussion on the “state of the agency“
- Ask board member on where they see the agency in 3 to 5 years
- Share with the board member where you think you will need their help (e.g. their board roles & responsibilities, their role in fundraising, etc)
- Ask them to get more involved and in specific projects
When I had these discussions, those board volunteers, who weren’t a good fit for serving on the board, saw the handwriting on the wall. I didn’t have to tell them to get off the board. A simple, straight-forward conversation centered around expectations and vision was more than enough.
In most situations, it was only a few weeks after our meeting that a resignation letter was inked. Reasons always varied. Here are a few that I remember:
- Work responsibilities won’t permit commitment of time necessary to serve on the board
- Not willing/able to commit to fundraising responsibilities
- Time commitments in personal life (e.g. caring for a sick relative)
In each instance, we celebrated the volunteer’s service. We engaged them in a discussion about finding a different seat on the bus that might be a better fit for them. It was respectful and graceful.
Now this approach isn’t always effective, and sometimes it isn’t appropriate.
For new executive directors, are there other approaches you might suggest with regards to giving good people an easy way off the board? Please use the comment box below to share your thoughts and ideas. We can all learn from each other!
Erik Anderson
Founder & President, The Healthy Non-Profit LLC
www.thehealthynonprofit.com
erik@thehealthynonprofit.com
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There have been multiple things that have happened in the past week that have made me re-consider the phrase “Don’t drink the Kool-Aid.”
“Silent Starts — Set aside 2 minutes for each trustee to anonymously write on an index card the most important question relevant to the issue at hand.”
The two questions I get asked on a regular basis are “What is the right number of board members?” and “How often should our board meet?” The answer to both is the same: whatever it takes. You should have the number of board members you need who meet as often as necessary to get the job done.
There has been some movement in recent years toward boards meeting less often with committee meetings in between. Some boards meet every other month. Some boards (mine obviously) meet monthly and their committees do as well. Some boards meet quarterly.
Still, as I stated at the beginning, only you can decide what the best model is for your organization. I offer some questions for you as you consider the right number of meetings:
Again, only you can decide what the best model is for your organization. I offer some questions as you consider the right number of members:
My community had a paltry 10% of eligible voters turn out to vote on Election Day. My neighbor said that any vote that didn’t have at least 40% of the eligible voters voting should be thrown out. But, of course and for good reason, it doesn’t work like that. Elections – and most other things – are decided by those who show up.
As I’m sure you aware by now, I like to reflect back on things that have occurred and create a plan to avoid their reoccurrence. As such, I’ve been thinking about things our field can do to be stronger.
Over the last few months, I’ve found myself doing a lot of boardroom trainings on the subject of “Board Roles & Responsibilities“. When facilitating this training, there are two different slides talking about the board’s collective responsibilities and the other illustrates individual board members’ responsibilities. Listed on both slides at the top of the list is the responsibility of “asking questions“.
Of course, we aren’t talking about asking questions that lend themselves to micro-management of staff. Here are just a few important questions that good boards ask:
I tried to picture what a non-profit board might look like if it didn’t ask questions, and these words all came to mind:
On Tuesday evening I found myself sitting in front of a group of board volunteers as well as prospects who were contemplating joining the board. What started off as a routine training about basic board roles and responsibilities morphed into a discussion about what makes an exceptional board.
Working with organizations in New Mexico and West Texas means lots of windshield time, and last week I found myself contemplating the question: “What is the biggest cardinal sin a non-profit executive director can commit?” In the final analysis, my conclusion surprised me, which means it was destined to end up here on the DonorDreams blog for you to chew on and contemplate.
It happened again yesterday. A non-profit friend of mine called and we talked for an hour about their revenue model and fundraising issues. Questions included:
Last week I was out to lunch with two male non-profit friends in downtown Chicago when the topic of women board volunteers came up. This happens from time-to-time, and when it does I always bite my tongue because I tend to have strong opinions on this subject. So, I took a deep breath and prepared for what I assumed was going to be one of those “difficult and uncomfortable conversations“. Boy oh boy . . .was I wrong (and pleasantly surprised).