CBO-Board Partnerships-CBO Leadership for the 21st Century

7/31/2019 CBO-Board Partnerships-CBO Leadership for the 21st Century

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CPO/Board Partnerships:CBO Leadership for the 21st Century

Richard Diaz, Riordan Leadership Institute

Dr. Kim Williams, Independent Consultant

Humanics Regional Professional Development Experience

California State University, Fresno

May 25, 2012


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Welcome!

Richard Diaz

Director, Riordan Leadership Institute

www.rvldp.org

5/25/2012 2Humanics Professional Development Experience

Dr. Kim Williams

Independent Consultant

www.DrKimWilliams.com


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AGENDA

IntroduceWho is here?

AssessWhere are we now? Where do we want to be?

DiscussWhat are some tools to help us get there?

ProposeHow will we know weve arrived?

AdjournWhere do we go from here?



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Introduce:

Who is Here?

Please introduce yourself and your organization by

answering these 5 questions:

1. What is our mission?

2. Who is our customer?

3. What does our customer value?

4. What are our results?

5. What is our plan?



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Nonprofit Landscape

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KEY

ISSUES

GOVERNANCERoles and Responsibilities

Strategy and Succession

LEADERSHIPOperations and Management

CEO/Board Partnership

SUSTAINABILITYGrowth and Capacity

People and Money

EFFECTIVENESS

Measurable Results

Meaningful Impact

Humanics Professional Development Experience


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Leadership Writ Large

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Viability

Value AddedService

Visibility

Advocate

Policy agenda

Corporate partnerships

Outreach, Collaboration

Planner

Strategic agenda

Recognized impact

Programs, service

Fiduciary

Growth agenda

Resource acquisition

Investment, Accountability


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Assess:

Where are we now?

Where do we want to be?

Describe your organizations leadership

How are the Board and CPO roles structured?

Why are they structured this way?



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Joint Leadership

Staff Roles and

Responsibilities

Executive Role andResponsibilities

Board Roles andResponsibilities

Humanics Professional Development Experience 8

Clarify

5/25/2012


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Leadership Priorities


ProgramGovernance Operations

Performance

Advocacy

Recruitment

Efficiencies

Capacity

Cash flow

Compliance

Identify need

Measure impact

Meet need

Broadcast resultsCommunication

Capital

How much? For what? From where? By when?


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Leadership Competencies

Know the Law

Establish practices that ensurelegal compliance, transparency

and accountability

Set Policy

Adopt and document guidelinesthat promote efficient, effective

governance

Determine Strategy

Identify your communitys greatest

needs and drive efforts to meetthose needs

Sustain the Enterprise

Set an action agenda for resourceacquisition and long termsustainability

Humanics Professional Development Experience 105/25/2012


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Dual Skill Set

Humanics Professional Development Experience 11

Efficient Operations

Internal Focus Effective Outreach

External Focus

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Efficient Operations

Roles and Responsibilities

Practices and Protocols

Form and Function

Leadership Infrastructure



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Discuss:

What are some tools to help us get there?


nonprofitpanel.org


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Leadership Principles

LegalComplianceand PublicDisclosure

Principles

1 7

EffectiveGovernance

Principles8 -- 20

FinancialOversight

Principles21 26

ResponsibleFundraising

Principles27 -- 33



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Propose:

How will we know weve arrived?

What will effective Board/CPO leadership look

like for your organization?

What will be the evidence you can point to?


Evidence of an effective CPO/Board partnership at our organization:


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Adjourn:

Where do we go from here?

Priorities for today and beyond Tools and resources

Right now

This month

This year



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Thank you!

Richard Diaz

Director, Riordan Leadership Institute

[email protected]


Dr. Kim Williams

Independent consultant

[email protected]

CBO-Board Partnerships-CBO Leadership for the 21st Century

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