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Peter Zehren.BD DVSTY & RV-5.21.15
1.
What Does Board Diversity
Have to Do With Revenue? Z E H R E N C O N S U L T I N G N o n p r o f i t M a n a g e m e n t a n d L e a d e r s h i p © 2015
2.
Take Aways 1.Building Stronger
Board 2.Diversity Strengthens Revenue 3.“Invitation” to Build a Team 4. Board Diversity Impact Grid Zehren Consulting ©2015
3.
Building Stronger Boards TakeAway1 Zehren
Consulting ©2015
4.
What Do Strong
Boards Look Like? Zehren Consulting ©2015
5.
What Do Strong
Boards Look Like? Agree with CEO Focus on Finance Great Attendance 100% Giving Zehren Consulting ©2015
6.
What Do Strong
Boards Look Like? • Disagree with CEO • Focus on Investing • Challenge Ideas • 100% Support Zehren Consulting ©2015
7.
What Do Strong
Boards Look Like? Agree with CEO Focus on Finance Great Attendance 100% Giving • Disagree with CEO • Focus on Investing • Challenge Ideas • 100% Support Zehren Consulting ©2015
8.
A Strong Board
is a Diverse Board Sharpens Ideas Views Challenge Differently Challenges The Way of Thinking Zehren Consulting ©2015
9.
Steps to Building
Strong Boards Zehren Consulting ©2015 1. New Members 2. Balance Idea Leaders 3. Team Building 4. Diverse Perspectives
10.
New Members Zehren Consulting
©2015 STEPONE • Energize the Group • Force Re-examination • Recruit With Purpose (Who do we know? vs. Who do we seek out?) • New Member On-boarding
11.
Balance Idea Leaders Zehren
Consulting ©2015 STEPTWO • Imagine the possible • Open the space for ideas • Where do great ideas come from? • How many idea leaders are enough?
12.
Team Building Zehren Consulting
©2015 STEPTHREE • What questions should we ask to build conversation? • Ask actionable questions • Listen: don’t plan how to react • Dialogue vs. Conversation
13.
Actionable Question An actionable
question begins to shift the way we perceive or think about something – and that might serve as a catalyst to bring about change. —– Warren Berger Zehren Consulting ©2015
14.
Diverse Perspectives Zehren Consulting
©2015 STEPFOUR • Who do we want at the table? • How do they see our vision? • How do we view our organization? • How does the outside world see us?
15.
Diversity Strengthens Revenue TakeAway2 Zehren
Consulting ©2015
16.
CASE STUDY: The
Organization • Community Housing LMI families should own the homes they live in. • NYC with satellite branches in each of the five boroughs • 25 Year Anniversary Zehren Consulting ©2015
17.
CASE STUDY: Board
Composition • Over 51% from Community Served • Bankers: Assigned • Government Agency • Satellite Board Chairs Zehren Consulting ©2015
18.
CASE STUDY: The
Challenge • Attitude Neutral • Engagement Off • Gala Fundraising Low Zehren Consulting ©2015
19.
CASE STUDY: ATTITUDE •
Attitude Neutral • Not Personally Invested • Felt Staff Responsible • Unwilling to Put in a lot of Time Zehren Consulting ©2015
20.
CASE STUDY: ENGAGEMENT
OFF • No Fun Opportunities • Lack of Organizational Understanding • Uncertain of Time Commitment Zehren Consulting ©2015
21.
CASE STUDY: GALA
FUNDRAISING LOW • Board Did Not Give • No One Wants to Ask • Connections With Goal and Board Missing • Last Years Worker Out Zehren Consulting ©2015
22.
CASE STUDY: THE
PLAN • Bring on New Members • Increase Engagement • Listening to Ideas • Set Own Goals • Support Board • Explain Fundraising Cycle • Collaborate on Strategy Zehren Consulting ©2015
23.
CASE STUDY: FUNDRAISING
CYCLE ©2015 Saad & Shaw Key Reminders: • Ask Only 2-3% of the whole cycle. • Most People Are Comfortable Talking About Organization Zehren Consulting ©2015
24.
CASE STUDY: THE
RESULT • All Members Engaged • New Gala Sponsors • Raised 400% More Than the Previous Year! Zehren Consulting ©2015
25.
TakeAway3 Zehren Consulting ©2015 “Invitation”
to Build a Team
26.
We begin with
the belief that the commitments and interest of each of us have to be honored and taken into account by all. Zehren Consulting ©2015
27.
Why an Invitation? •
Invite board members to be part of the dialogue • Everyone’s input sought • All responses honored Zehren Consulting ©2015
28.
Everyone Leads “The task
of leadership is to provide context and produce engagement.” Zehren Consulting ©2015 Peter Block– Community Builder
29.
Tribal Context Zehren Consulting
©2015 Seth Godin– Marketing Guru “A leader tightens the tribe… finds areas of common interest then gets out of the way.”
30.
EXERCISE: Getting to
Know You Zehren Consulting ©2015 1. What is the commitment that holds you here? 3. What organizational story do you tell others? 5. Tell me something about you no one knows. Handout
31.
EXERCISE: Introduce Each
Other Zehren Consulting ©2015 • I’d like you to meet….. • She/he loves their organization because…. • One thing we may not know about her/him is….
32.
EXERCISE: Report Back Zehren
Consulting ©2015 • What did you learn about the process? How did it feel? • What did you learn about yourself? • What did you learn about the others?
33.
Board Diversity Impact
GridTakeAway4 Zehren Consulting ©2015
34.
What Motivates Board
Members? Zehren Consulting ©2015 • Why serve on this board? • What are you passionate about? • How do you want to help “change the world” through our organization?
35.
Engaging Board Members Zehren
Consulting ©2015 • Listen to them • Site tours • Mission moment • Pair them at events
36.
Engagement Tips From Affinity
Session Zehren Consulting ©2015 • Write Thank You Notes • Make Phone Calls • Ask Them: Why Are You Here?
37.
How Do They
See Your Organization? Zehren Consulting ©2015 • Resume point • Work through grief • Help the community • Venue to show leadership • Use their expertise
38.
PROFESSION PERSPECTIVE APPROACH Architect
Building Design a construct Social Media Director Connecting Share information Entrepreneur Business Serve a consumer need Venture Capitalist Investment Opportunity for growth Artist Creative Foster inspiration Government Process Fair resource allocation Banker Financial Bottom line ROI Doctor Healing Fix or stop the bleeding Impact Grid Zehren Consulting ©2015
39.
THE ART OF
CONVERSATION • Thinking for Yourself • Change the Way We See the World • Two Thoughts Can Build a Stronger New Idea Zehren Consulting ©2015
40.
Diversity by Age 2% 12% 29% 43% 14% Under
30 30 – 39 40 – 49 50 – 64 Over 65 BoardSource Nonprofit Governance Index 2010
41.
Diversity by Race 84% 8% 4%
3% 1% White African American Hispanic Asian Other BoardSource Nonprofit Governance Index 2010
42.
Diversity by Gender 52% 48% Male Female BoardSource
Nonprofit Governance Index 2010
43.
Take Away Review Zehren
Consulting ©2015 1.Building Stronger Boards 2.Diversity Strengthens Revenue 3.“Invitation” to Build a Team 4. Board Diversity Impact Grid
44.
Final Thoughts • Knowing
Yourself is About Openness • Let Go of Ego and See Best Ideas • Activating Members Means Listening and Letting Them Do on Their Own Zehren Consulting ©2015
45.
Peter Zehren XMPA zehrenpeter@gmail.com 262
880-1270 Z E H R E N C O N S U L T I N G N o n p r o f i t M a n a g e m e n t a n d L e a d e r s h i p © 2015 Questions?
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