Board

3 P's for Strategic Planning Success, Giving USA and MORE!

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A strategic plan serves as a roadmap to enable an organization to set priorities and measure progress. It informs the direction of the organization, generates heightened engagement and ownership of the mission, and inspires staff, Board, volunteers, and the community to envision bold possibilities. While the final plan document may take a variety of forms, I have found that there are three keys at the outset to chart an effective strategic planning course:

  • Purpose:

Starting with the "why" enables an organization to understand the context and environment in which the planning will occur. Has a previous plan term expired? Is the organization preparing for an expansion? Is there an internal or external challenge confronting the organization?  

  • People:

Any planning process is only as effective as the leaders who will embrace and own it. Who will you include in the planning? Who will "own" the planning effort? How will you capture the critical perspectives of internal and external stakeholders? Who will facilitate the process?

  • Process:

In order to respond quickly to new opportunities and flexibly adapt to changing circumstances, many leaders (myself included) now favor shorter strategic framework processes over formal long-term strategic plans. In consultation with their facilitator, nonprofit leaders should evaluate the planning processes that have worked well with their team in the past and the type of process needed to confront the challenges of today.      

Against a backdrop of countless challenges for nonprofit leaders and Board members, strategic planning can sometimes seem like a daunting undertaking. However, if you begin with the 3 P's of Purpose, People, and Process, you can set your organization on a path towards a successful outcome. If you or your team are ready to think about strategy, let's connect!

CLICK HERE to read the rest of this month's e-newsletter from Nielsen Training & Consulting.


Talking Board Governance!

Developing a highly effective nonprofit Board is hard work, but can also be engaging, interactive, and rewarding. Honored to present "From Vision to Reality: Leading Practices in Board Governance" and facilitate discussion groups at last week's American Bar Association #conference. #AccessToJustice #ejc19

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Join Me on Friday 5/17 for an Exciting Workshop!

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Louisville #nonprofit friends - please join me and Tony Zipple of ZB Consults next Friday, 5/17 for a fantastic, interactive workshop "Engaging Staff in Turbulent Times." Drawing on current research from positive psychology, you will learn about strengths-based leadership, building a growth mindset in your organization, and implementing strategies for helping you and your staff to be more effective… and happier at work. Tickets available at the link below and hope to see you there!

https://www.eventbrite.com/e/engaging-staff-in-turbulent-times-lessons-from-positive-psychology-tickets-58875540326

April 2019 NTC News: Reflections From a Board Chair, Upcoming Workshop, and MORE!

What Makes an Exceptional Board Chair?

Leading a highly effective nonprofit requires cultivating and balancing many important relationships.  Perhaps the most vital relationship in any organization is the partnership between the Board Chair and CEO.  Like any relationship, developing the chemistry to make this partnership thrive takes hard work by both parties.  While ample resources exist that address the "mechanics" of the Board Chair role -- setting an agenda, running a meeting, calling for a vote -- frequently we overlook some of the more subtle skills that define a truly exceptional Board Chair.  Likewise, many Board leaders who strive to be exceptional may feel as though they are navigating a confusing maze without a map or GPS.  That is why I thoroughly enjoyed a recent article entitled "Lessons Learned as Board Chair"  written by Rick Moyers, immediate past Board Chair at BoardSource.  I hope you too will enjoy this article and perhaps even share it with members of your Board.  I would love to hear your thoughts on what makes an exceptional Board Chair.  Click below to email me your thoughts, insights, or ways we can keep the conversation going to empower truly exceptional Board Chairs.  

CLICK HERE to read the rest of this month’s newsletter!