1. CLAIRE THOMPSON
ROBERT BURKE
OCTOBER 20, 2010
UWEX CRD Symposium Presentation
NONPROFIT ORGANIZATION &
BOARD DEVELOPMENT:
BUILDING ON BRYSON

2. Agenda
 Why did we develop
this program?
 What did we do?
 What were the
results?
 Our reflections
 Question & Answer

3. Why did we develop this program?

4. What did we do?
 Format, length,
logistics
 Chose topics
 Conducted research
and source
materials
 Received grant
 Marketed program

5. Essentials for Nonprofit Leaders Financial Responsibilities of the Board
Managing Effective, Efficient & Enjoyable Board Meetings
Succession Planning Leading in a Changing Environment
What did we do? The Curriculum

6. Get on Board!
Essentials for Nonprofit Leaders
 Understand the operating context of
nonprofits today
 Understand the ten basic
responsibilities of nonprofit boards
 Understand their responsibilities as an
individual board member
 Live Polling via Turning Point

7. Financial Responsibilities of the
Board
 Participants will have a greater awareness of
their fiduciary responsibilities
 Understand the importance of planning and
budgeting for their nonprofit
 Understand basic financial
statements of nonprofits
 Basic understanding of
Federal requirements
 Interactive Teaching
Turning Point

8. Managing Effective, Efficient &
Enjoyable Board Meetings
 Understand key steps in
planning their meetings
 Improve understanding
and ability to contribute
to making a meeting
successful and effective
 Improve understanding
and practice of
facilitation and decision
making techniques
 Board Role Play

9. Succession Planning
through Leadership Activities
 Understand differences in
succession planning for
paid staff, board
leadership, and founder
transitions
 Take tools and examples
back to their
organizations and utilize
 Scenario Discussions –
Small Group
 Participants will learn how the elements of effective
boards presented in previous sessions tie together for
the long term health and vitality of the organization

10. Leading in a Changing
Environment
 Participants will increase
their awareness of major
trends affecting the
nonprofit sector
 Demographic Shifts
 Technological Advances
 Networks Abound
 Civic Engagement
 Sector Bending
 Understand major trends
and evaluate implications
to their own organizations
 Think-Tank Approach,
Discussion

11. What were the results?
 Workshop attendees will report an increase in
knowledge in the organizational development
issues associated with the workshop, as
measured by end-of-workshop surveys.
 Participants attending multiple workshops will
receive a follow-up survey asking if their board
of directors is operating more effectively as a
result of attending the workshops.

12. What were the results? (con’t)
 75% response rate (67 out of 85 participants)
 84% (56 out of 67) of respondents indicated an
increase in knowledge or understanding of the
subject matter at hand, as measured by:
 End-of-session questionnaire
 Retrospective pre-test question
 Average increase of 1.28 points on a 5 point scale
 Lowest increase (1.0 point) in Financial
Responsibilities
 Highest increase (1.77 points) for Leading in a
Changing Environment

13. What were the results? (con’t)
 Follow-up interviews (to date)
indicate some level of
organizational change
 New policies and/or practices
 Individuals benefitted, but
weren’t comfortable
transferring that knowledge
 Five “encore” engagements
of more in-depth education
and/or planning with groups
 They see a real need to
“professionalize”
 They have a commitment to
change/develop

14. A special thank you to the Dominion Foundation for their financial support.
Thank You!