7 Habits of Highly Effective Boards

Published on Dec 01, 2018

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PRESENTATION OUTLINE

7 Habits

of Highly Effective Boards
Photo by Ben White

Why did you get involved?

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Photo by mikecogh

About me

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Photo by kndynt2099

Covey's 7 Habits

  • Be proactive
  • Begin with the end in mind
  • Put first things first
  • Think win-win
  • Seek first to understand...
  • Synergize
  • Sharpen the saw

7 Board Habits

  • Proactive recruitment
  • Know your role
  • Understand your boundaries
  • Collaborate
  • Assess and evaluate
  • Use committees well
  • Regular professional development

1. Proactive Recruitment

You should always be recruiting for your board.

What are you looking for?

Photo by Dan Dickinson

Evaluation Matrix

  • Interest in cause
  • Time available
  • Financial
  • Legal
  • Fundraising
  • Program expertise

Other things to consider

  • Diversity: age, gender, race, socio-economic status
  • Lived experience
  • Competencies: risk tolerance, emotional maturity, growth or fixed mindset

Be ready to wait

for the right person

2. Know Your Role

What are your roles?

  • Keeper of the mission and vision
  • Strategic, big picture
  • Governance, including compliance and ethics
Photo by chumlee10

What are your roles?

  • Fiduciary oversight
  • Be engaged: ambassador, advocate, asker
Photo by chumlee10

3. Understand Boundaries

Photo by Ryan Franco

Figure out what direction we're going, get the right vehicle and driver, and get obstacles out of the way

Photo by magnusvk

What is NOT your job?

  • Managing staff
  • Implementing programs
  • Pursuing a personal agenda or benefit
Photo by Thomas Hawk

4. Collaborate

Keeping a focus on community impact, how can we play well with others?

Photo by michael.heiss

5. Assess and Evaluate

Gallup Q12

Yes or no...?

  • I know what is expected of me
  • I have the right tools to do my job well
  • Someone seems to care about me as a person

Yes or no...?

  • My opinions seem to count
  • The mission of this organization makes me feel my work is important
  • Others on the board are committed to quality work

Yes or no...?

  • I genuinely like someone on this board
  • In the last year, someone has talked to me about my progress
  • I've had opportunities to learn and grow

6. Use Committees Well

The board
should not do it all

Why committees are important

  • Farm team for leadership development
  • More ambassadors
  • Many hands make light work
  • Younger people don't like boards

7. Professional Development

Photo by Ben White

7 Board Habits

  • Proactive recruitment
  • Know your role
  • Understand your boundaries
  • Collaborate
  • Assess and evaluate
  • Use committees well
  • Regular professional development

Alice L. Ferris, MBA, CFRE, ACFRE