According to a new national survey of nonprofit leaders, when it comes to board engagement, the glass is half full.
Executive Directors report that their board members generally have a passion for the mission, but that they are “removed from some of their key governance responsibilities.”
For me, the interesting question is not ‘why board members not engaged,’ but rather, ‘what are the traits of the boards where the members are engaged?’
Boards that are deeply engaged have three characteristics.
1. Mission connection is based on personal experience.
Board members are expected to regularly visit programs and to report at board meetings what they learned.
2. There are explicit expectations for board engagement.
Expectations for board members are taken as seriously as job expectations for staff, including:
- Annual performance reviews with each board member
- A process for board members to develop personalized objectives
- Public recognition for high performance
- Recommendations for re-nomination are based on performance
- Exit interviews are conducted with departing board members
- There are opportunities for the continued engagement of retiring board members
3. The executive director puts meat on the table.
The Executive Director seeks serious board engagement with important organizational issues rather than seeing such engagement as “micromanaging.”
There is no end to the important strategic and tactical solutions that board members could contribute to; if they were asked.
When board members are asked for their help they tend to be honored that their expertise is valued. It may seem counter-intuitive, but the more that is asked of us, the happier we are.
Conclusion
Boards are engaged when we pay attention to the reason they become involved in the first place–a commitment to the mission and a desire to have a real impact on advancing that mission
I would like to share some ideas that have helped clarify a view I have been developing about effective boards.
The first was in a discussion at my synagogue that asked us to look at the difference between Descartes’ conclusion –“I think therefore I am” and the self-definition attributed to God -“I am who I am.”
These two existential statements parallel important differences in how we think about boards:
- The cognitive linear view that focuses on boards as slightly detached fiduciary overseers and financial supporters
- The right brain approach that focuses on boards as teams of passionate supporters of the mission
From another direction came a story about the Xpress, a fifth grade girl’s basketball team in Illinois that plays and wins in the boy’s league.
When asked what makes them so good, one of the girls explained,
“We know how to work together, we’re a team.”
(New York Times, January, 19, 2015, A1)
This reminded me of a scene from Boys in the Boat by Daniel James Brown, where the boat builder, George Pocock told Joe Rantz, one of the members of the crew that won the 1936 Olympics:
“Joe, when you really start trusting those other boys, you will feel a power within you that is far beyond anything you’ve ever imagined. Sometimes, you will feel as if you have rowed right off the planet and are rowing among the stars.”
A slightly different take on this theme came from an article on research into the problem solving ability of teams. The better problem solving teams were those where:
- Members contributed more equally to the discussion
- Members scored higher on the ability to read emotional states
- There were more women
Why Some Teams Are Smarter Than Others, Anita Wooley, Thomas W. Malone and Christopher Chabris, NY Times, Sunday, January 18, 2015, Sunday Review, p.5)
Effective Boards are teams
In my view, board effectiveness depends upon creating the environment where board members experience that they are an integral part of a team.
How do we do it?
- Use every opportunity to reinforce the shared commitment to the mission
- Include the mission statement at the top of every board agenda
- Bring success stories into the board meeting
- Require board members to visit programs and to report on their experience
- Develop the skills needed to succeed
- How to lead a committee
- How to have a cultivation conversation
- Build a culture of trust in the team
- Agree not to probe operational details
- Support committee recommendations
- Assure that all members have an opportunity to get to know each other personally
- Promote conversation and analysis
- Structure the board agenda to focus on matters requiring deliberation rather than on reporting
- Do not tolerate interruption
- Seek out the opinions of the more silent members
- Encourage each board member to find their own way to support the team
- Individual conversations with the Chair on personal commitments and plans
- Celebrate successes
Conclusion
Board engagement requires more than a cognitive understanding and commitment to the legal and financial responsibilities.
Board engagement that can weather the inevitable storms requires that we also tap into the desire we all have to be part of a team that can make important social change.
Being part of the board team should be, for every member, an integral part of how they each experience “Who I am.”
The culture of an organization is central to its effectiveness. In stewarding organizations, boards can readily pay attention to the documentable aspects of the work, i.e. finances, resources, outcomes, communication systems, benefits, etc. The culture, however, is less apparent but of equal importance to achievement of the mission.
The culture determines not so much what the organization does, but how they do it. It is the values, sometimes explicit but often implicit, which determine how they approach their relationship with the people they serve and how they relate to their stakeholders.
Among the six finalists for the 2014 New York Community Trust Nonprofit Excellence Awards are two organizations of different sizes and missions with similar of a deep respect for the needs of their participants, that manifest in very different ways – Bowery Residents Committee, serving over 10,000 homeless and formerly homeless people annually and the Washington Heights CORNER Project, serving over 1,000 annually in their needle exchange and related programs.
Bowery Residents Committee
- A defining feature of their work is data collection on all aspects of their participants’ experience. They hold two day meetings each quarter to analyze the data. This has led to innovative programs to address participant needs that might otherwise have gone unnoticed, including:
- A new financial model for the creation of affordable housing units for participants transitioning from their shelters
- The now replicated “Safe Haven” program for service resistant homeless
- Staff training in active listening that emphasizes the importance of allowing participants to determine the nature of the assistance they are prepared to accept.
- The culture of listening includes the board. Board members are actively engaged in the community outreach that enabled them to react positively to neighborhood concern about locating a facility in Chelsea.
- Board members are expected to attend at least one of the quarterly staff data reviews each year.
- Listening to needs also includes those of the staff. There is an annual employee satisfaction survey, a policy of promoting from within, strong benefits, etc.
Washington Heights Corner Project
- Their data collection is also designed to asses participant needs. They measure client impact data such as: connections made with health care providers; completion of Hepatitis C treatment; time to permanent housing; retention in drug treatment programs, services utilized, etc.
- Their commitment to using peer counselors extends to requiring it as a condition for collaborations
- Multiple structures enable them to understand their participants and stakeholders, including:
- an annual participant needs survey;
- encouragement of volunteer initiated projects; a 360 evaluation of the Executive Director;
- use of a communication matrix that defines the parameters of the Board/Executive Director relationship;
- a participant advisory board that meets weekly and which is involved in hiring decisions, staff engagement in goal setting and budgeting, etc.
Row New York
Row New York is based on the culture of team which combines carefully measured individual excellence while recognizing that success is achieved only by the team.
Examples of how this culture is manifest include:
- Twice yearly reviews with each rower, evaluating their academic scores, fitness progress and social and emotional skills–all regarded as essential to their success
- Annual reviews with each board member evaluating progress on their individual goals
- Rotating each board member through the Finance Committee to build their financial skills and to develop a shared understanding of the organization’s strategies
- Structuring board meetings around action decisions
- Declining requests to expand to other cities because they determined that it would weaken rather than strengthen the ability of their team to succeed in the race that they were committed to- the young people of NYC.
Conclusion
Boards that take the time to identify the cultural values of their organization are in a better position to assure that the values are manifest, and in so doing, strengthen both the delivery of the service and the organization’s brand.
Beyond this, acknowledging values that are shared throughout the organization can serve to deepen board members’ personal commitment and strengthen their experience of being an important part of a cohesive team.
While Moses is mostly understood as a “law giver” and a “prophet,” he was also a leader. He convinced Israel to leave Egypt and to venture into an uncertain future. Stepping outside of the theology, it is instructive to look at the story of Moses as a case study in leadership.
For purposes of this exploration, “leadership” entails:
• Having a vision of an outcome
• Motivating others to join in that vision and,
• Accepting responsibility for the well being of the group.
The story of Moses is of evolving leadership. His leadership qualities are far different at the end of his story when he provides guidance to the people before they cross into the promised land, then when we first meet him as a young prince of Egypt.
What “authorizes” Leadership?
When we first encounter Moses he is an Egyptian Prince who has killed an overseer who was striking a Hebrew slave. He has a moral instinct but also an impulsive anger. He is moreover, very uncertain about his authority.
“He turned this way and that, and seeing no one about, he struck down the Egyptian and hid him in the sand” (Exodus 2:12)
The reaction of the Hebrews when he tries to prevent them from fighting reflects the uncertainness about his authority.
“Who made you chief and ruler over us” (Exodus 2:14)
Leadership is not a solo performance
We do not know why God choose Moses. He was a reluctant recruit. Having fled Egypt because his status did not protect him, he seems to have leaned entirely in the opposite direction, insisting that he was not worthy of any authority.
His reaction to God’s voice from the burning bush is immediate, ,
“Who am I that should go to Pharaoh and free the Israelites from Egypt?”
(Exodus 3:11)
He does not accept until God tells him that his brother Aaron will be his partner.
“He shall serve as your spokesman, with you playing the role of God to him.”
(Exodus 4:15)
The reluctant Moses accepts leadership when it will be shared.
Leadership develops through leading
Through his confrontations with Pharaoh, Moses evolves from a reluctant recruit to a strong leader.
After the plagues, Pharaoh offers to allow the Hebrews to leave, but without their herds. Moses however, is adamant; insisting not only that they have their livestock, but demanding that Pharaoh provide some of his as well.
“You yourself must provide us with sacrifices and burnt offerings to offer up to the Lord our God; (Exodus 10:25, 26)
The public perception of him as a leader has grown as well.
“Moses himself was much esteemed in the land of Egypt, among Pharaoh’s courtiers and among the people.” (Exodus 11:3)
Coaching helps
His father-in-law Jethro reminds him of the need to share leadership.
Jethro, observing Moses sitting as sole magistrate for the people, inquired: “Why do you act alone, while all the people stand about you from morning to evening?” (Exodus 18:14)
Moses answers as if authority and responsibility were his alone. “I decide between one person and another, and I make known the laws and teachings of God.” (Exodus 18:16)
Jethro’s advice is sage:
“You shall also seek out from among all the people capable men who fear God, trustworthy men who spurn ill-gotten gain. Set these over them as chiefs of thousands, hundreds, fifties and tens and let them judge the people at all times. Have them bring every major dispute to you, but let them decide every minor dispute themselves.” (Exodus 18:19-22)
When Moses instructs the people on the construction of the Tabernacle, he encourages them to take responsibility.
“So the whole community of the Israelites left Moses’ presence. And everyone who excelled in ability and everyone whose spirit moved him came, bringing to the Lord his offerings for the work of the Tent of Meeting” (Exodus 35:20, 21)
He encourages but does not micromanage. “And when Moses saw that they had performed all the tasks—as the Lord had commanded, so they had done—Moses blessed them.” (Exodus 39:43)
He creates “committees”.
“Each clan was given specific responsibilities for the Tabernacle and a designated place to camp.” (Numbers 3:21-37)
He also establishes “term limits” and a place of honor for those whose terms have expired.
“This is the rule for the Levites. From twenty-five years of age up they shall participate in the work force in the service of the Tent of Meeting; but at the age of fifty they shall retire from the work force and shall serve no more. They may assist their brother Levites at the Tent of Meeting by standing guard, but they shall perform no labor.” (Numbers 8:23-26)
He even supports the emergence of prophets other than himself.
“A youth ran out and told Moses, saying “Eldad and Medad are acting the prophet in the camp!” And Joshua, son of Nun, Moses’ attendant from his youth, spoke up and said, “My Lord Moses, restrain them!” But Moses said to him, “Are you wrought up on my account? Would that all the Lord’s people were prophets, the Lord put his spirit upon them!” (Numbers 11:26)
A flawed leader
Moses has made great progress as a leader. Unfortunately he has still not learned how to control his anger.
When the people complain about the lack of water, God gives Moses very specific instructions:
“You and your brother Aaron take the rod and assemble the community, and before their very eyes order the rock to yield its water.” (Numbers 20:8)
Moses however, cannot control his anger at the people’s challenge to his authority.
“Listen you rebels, shall we get water for you out of this rock? And Moses raised his hand and struck the rock twice with his rod.” (Numbers 20:10, 11)
“But the Lord said to Moses and Aaron, “Because you did not trust Me enough to affirm my sanctity in the sight of the Israelite people, therefore you shall not lead this congregation into the land that I have given them.” (Numbers 20:12)
Moses will not be permitted to enter the promised land. He is not the leader needed for this new phase of the journey.
Transformation
In passing leadership, Moses urges the people to remember what he had forgotten; past bitterness can be a source of empathy rather than anger.
“You too must befriend the stranger, for you were strangers in the land of Egypt.” (Deuteronomy 10:19)
Leadership lessons
• The best leaders may be the ones who least want the job.
• Respect is earned from doing the hard work
• Leadership requires the ability to share leadership as well as a willingness to take responsibility.
Would Moses have made a good board chair?
Yes, but like every leader, far from perfect.