Lori Jacobwith Engage Your Board HFH March2011
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Transcript of Lori Jacobwith Engage Your Board HFH March2011
Expand Your Read:
Engage Your Board
2
Who is here?
Lori L. Jacobwith
• 20+ years as a communication strategist & fundraising coach
• Measurable: Helped organizations raise over $100 million in last 10 years.
• Impact: My work creates environments where people find ease in their work with, and their conversations about money.
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Where we are heading today
What are your biggest
challenges with your
board?
Getting Past The Past
Definition
Service:
Contribution to the
welfare of others.
The act of serving or a
helpful act.
~ Source: Merriam-Webster dictionary
Definition
Development: The total process by which an organization increases public understanding of its mission and acquires financial support for its programs.
~ Source: AFP Fundraising Dictionary,
(Association of Fundraising Professionals)
Secret
Communication
Communication
Communication
Expand Your Reach Engaging Your Board
Expand Your Reach Engaging Your Board
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Thousands of messages barrage
us every single day.
What information do you share to allow board members to shine?
Board Communication
Expand Your Reach Engaging Your Board
Be clear about the duties and responsibilities of the board members:
• Determine the Organization's Mission and Purpose
• Engage in Strategic Thinking and Planning
• Approve and Monitor the Organization's Work
• Ensure Adequate Financial Resources
• Provide Effective Fiscal Oversight
• Ensure Sound Risk Management Policies
Expand Your Reach Engaging Your Board
Be clear about the duties and responsibilities of the board members:
• Select and Support the Chief Executive and Review Their Performance
• Enhance the Organization's Public Image
• Carefully Select and Orient New Board Members and Board Leaders
• Maintain Board Structure and Operations
• Organize & Participate on Committees and Task Forces
“Feeling good is what nonprofits sell.”
~ Seth Godin, Author & Marketing guru
1. Includes listening.
2. It’s personal.
3. Provides meaningful feedback both ways.
Board Communication
How does money given bring joy?
Money
1. What has our financial track record been?
2. What are our income source(s) and cost structures?
3. What kind of financial flexibility do we have?
4. Know your pledge redemption history and be prepared for changes.
5. How financially sophisticated is our board and staff? Our donors?
Expand Your Reach Engage Your Board
What is missing?
What’s missing in your current communication with your board?
• What do you want them to do more of?
• What would a successful and fully engaged board look like?
Expand Your Reach Engaging Your Board
Your Communication
You have a rare opportunity to empower people to feel like a super hero.
To cause a connection that deeply aligns with that person’s highest ideals and values.
Expanding Your Reach Engaging Your Board
What is working with your board?
Habitat for Humanity
“Thank and Release”
Annual Elections
Term Limits Are Your Friend
On the board v. On Board
Expand Your Reach Engaging Your Board
Measuring SuccessClarify and commit to the duties & responsibilities of the board especially in development.
• What measures does your organization have for the board?
• Who on the board is your partner to ensure expectations are met?
Expand Your Reach Engaging Your Board
Your Organization Name HereGovernance Scorecard
Visibility Building Participation
0
5
10
15
20
25
30
35
40
45
2009 2010
Target
Actual
0%
10%
20%
30%
40%
50%
60%
70%
80%
Q109 Q209 Q309 Q409
Board Target
Actual
CommitteeTarget
Actual
Full Board and Committee Participation
Board Member Annual Event Participation
0%
10%
20%
30%
40%
50%
60%
70%
80%
Phone-
a-thon
Annual
Dinner
Open
House
Fun
Run
Target
Actual
0
10
20
30
40
50
60
70
80
90
100
2009 2010
Target
Actual
Board Donor Contact and Financial Support
$0
$1,000
$2,000
$3,000
$4,000
$5,000
$6,000
$7,000
$8,000
$9,000
2009 Pledged
Raised
Expand Your Reach Engaging Your Board
Powerful contributions are made when:
People are in touch with their purpose, their vision, and with the difference they make.
~ Lynne Twist: Fundraising From the Heart
Expand Your Reach Engaging Your Board
Powerful contributions are made when:
People see that the work you are asking them to fund really makes a difference.
~ Lynne Twist: Fundraising From the Heart
Expand Your Reach Engaging Your Board
Powerful contributions are made when:
Someone asks, giving them an opportunity to contribute.
~ Lynne Twist: Fundraising From the Heart
Expand Your Reach Engaging Your Board
Remove phrases like
“the board doesn’t do enough” from your
vocabulary
Expand Your Reach Engaging Your Board
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Trustees can inspire confidence. Board members have an unusual opportunity to inspire people & set an example.
Tell:
One thing you are going to change at your organization
One ah ha you had in this session
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Blog and monthly e-Newsletter
Membership – special offer
Key Note & Breakout Sessions
Customized Fundraising ActionPlanning Sessions
Connecting with Lori
www.LoriJacobwith.com
952- 949-2105
http://twitter.com/LJacobwith
Lori Jacobwith
Thank you!