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Terrie Temkin, Ph.D.


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Raise the Bar: Demand Strategic Thinking and Accountability, Part II: A Diet and Exercise Regime for High Performing Boards

This article appeared in CharityChannel in July 2004.

In Part I of this article I presented four lessons that Olympic high jumper Dick Fosbury could teach boards about raising the bar of their service. In Parts II and III I will share a "diet and exercise regime" I have found to work in conditioning board members to clear the bar, regardless of how high we raise it.

Talk with most people and the words "diet and exercise" cause eyes to shift away in guilt. These are "shoulds" in a culture where 61% of American and 48% of Canadian adults are classified as obese and where the maximum expenditure of effort for four out of ten is changing the television channel with a remote control. For athletes, diet and exercise are "musts." They are what allow them to function at the level of peak performance. If we want our boards to function less as couch potatoes and more as Olympic athletes we need to put them on their own regime of "diet and exercise." This involves keeping them focused on the vision while:

  • Making calculated recruitment decisions
  • Setting ground rules for those who join the board
  • Educating members of boards -- providing them with the tools they need to do their job
  • Making decisions based on critical factors
  • Delegating work
  • Evaluating their decisions and actions
  • Holding people accountable for what is and isn't accomplished

This week will be devoted to the exercise portion -- recruitment and ground rules. Next week we'll wrap up this article with a look at "diet."

EXERCISE

Making calculated recruitment decisions
People don't make an Olympic team because former Olympians know their name from the community and think they might be good. Instead, they vie for a coveted place by working exceedingly hard for years and proving their winning skills at local, state and national competitions. This is often after a coach spots their potential and invests time and effort in their development.

We must recruit board members in a similar fashion. Rather than trying to sell those we identify as potential board members on the idea of joining our board we should test their skills and levels of interest and commitment, selecting only the best for our team. Putting people on committees and seeing how they produce is one of the most effective tests available because the proof is in the outcomes, or lack thereof.

Well crafted questions will provide good insights as well, as long as one really listens to the responses he or she gets. Some questions that are effective at ascertaining skills, interest and commitment include:

  • What do you see bringing to this board that will make you a good board member?
  • What do you think is the most important job of a board member and why?
  • What information do you like to have before making go/no-go decisions?
  • How would you deal with a situation in which... ? (One example might be you heard the treasurer announce an anticipated deficit in excess of $50,000.)
  • How would you respond if you were offered two tickets to a playoff game scheduled for the same night as the annual gala?

Clearly stating the organization's expectations of its board members and determining to what degree the individual is comfortable with committing to meeting those expectations will also tell you whether this is the right person or not.

(For additional ideas on recruiting the right board members see Nonprofit Boards & Governance Review, Recruiting Strategic Thinkers, Temkin, October 14, 2003)


Setting ground rules for those who join the board
People generally are adroit at picking up a group's norms. However, left to their own devices they may pick up norms you'd rather they not, such as coming late to meetings. It is our responsibility as leaders to make the organization's expectations clear. This means stating them clearly and frequently. It also means making sure that what we say is consistent with what we telegraph nonverbally and with any consequences we impose.

We can't be afraid to follow through out of fear that we'll lose board members. Ineffective board members do virtually nothing for the organization and have the potential to significantly hurt it. They occupy seats that could be taken by doers. Perhaps even more harmful, they tend to de-motivate others.

Probably the most basic expectation that I've found to help in creating a muscular board -- strategic and accountable -- is that everyone will participate. Participation can be defined in many ways. For some organizations it is sufficient that everyone raises issues, questions assumptions, and clarifies recommendations prior to voting on them. Others may also want to see that responsibilities are delegated fairly, rather than being constantly assigned to the same handful of volunteers or staff.

If I were to offer an exercise routine to enhance participation it would include multiple repetitions of the following:

  • Staying focused on issues that are related to the organization's mission and vision. Remember the impact of visualization when one is working to clear the bar at a new level and appoint a mission caller if necessary to pull the group back if it begins to stray.
  • Recognizing, though, the benefit of "cross training." Put up a sheet of newsprint at the beginning of the meeting and use it to capture points that are off topic. Then, dedicate some time at each meeting to explore these. Internet darling Google credits much of its success to the requirement that every employee spend 20% of his or her time on projects of personal interest. The founders of Google realized early that while many of the ideas would never lead anywhere, other ideas would become industry standards.
  • Agreeing to put forth no goals without action plans and no problems without proposed solutions. Otherwise, it is like exercising without proper form. There will be a lot of wasted effort and one's desired results will never be achieved.
  • Keeping all discussion focused on issues, not individuals. There should be no name calling. One of the most effective techniques here is to disassociate all ideas from those who initially proposed them. Once the ideas are out on the table they belong to the board as a whole and the goal is to make them work or demonstrate why they won't.

When we set an expectation that every board member will participate -- an expectation that is critical to a board fulfilling its Duty of Care -- we must make this expectation as easy as possible to achieve. The reality is that today with everyone's busy schedules, it can be difficult for someone to physically make all the board meetings, even when dates are provided a year in advance. Consider using teleconferencing or web conferencing to involve someone who has to go out of town on business, for instance.

I have a personal preference for web conferencing because everyone can follow along on the same copy of a written report, slide, or even web page. They can annotate this copy for all to see and comment on. The board chair can easily control the interaction, ensuring everyone -- but, perhaps, the aggressive board member with a tendency to take over the floor -- has an opportunity to speak to the issues. And, it's even possible to put everyone's pictures up on the screen or use webcams for live broadcasts. This last benefit is ideal for a group that doesn't know each other well. Today there are a number of companies that offer this service for a relatively low cost. Some are even dedicated to the nonprofit market. But do check out your state regulations. Some do not allow one or both of these technologies to be used for board meetings.

Your board should already be demonstrating a noticeable difference if you have made a commitment to these and similar "exercises." Add the "diet" elements I'll present in the next issue of Nonprofit Boards and Governance Review and your board will be turning heads around the community.


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