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Planning

What Are The Key Strategic Questions Facing Your Nonprofit?

At the beginning of any strategic planning process I lead, this is the question I pose to the nonprofit’s leadership: “What are the key strategic questions facing your nonprofit?”

Nonprofit leaders who want to plan for the future must first articulate what it is they need to decide about that future. A strategic question is a big picture, two roads diverged in the woods kind of question. Shall we go this way, or shall we go that way? They are not the tactical “How do we get this done?” questions, but rather the “What should we be doing?” kinds of questions.

So my first step in strategic planning is to lead the board and staff to create a laundry list of the big picture questions they want to be able to answer by the end of the strategic planning process.

These are questions like:

What people or groups are we seeking to benefit or influence?
It is absolutely essential that your nonprofit get crystal clear about who your target population is in order to better create change for those targets, more effectively encourage funders to invest in what you are doing, put your limited resources to their highest and best use, and, most importantly, to really understand how best to create social change. Your target populations are those people who you are uniquely positioned to benefit or influence and in doing so will move you closer to achieving your nonprofit’s long-term vision for change. When you get clear about who you are best positioned to benefit or influence, you will be better able to direct your precious resources (staff, board, money, volunteers) toward achieving that ultimate goal. The clearer and more specific you can get about exactly who your target population(s) are, the more effective you will be at creating change for them.

Which programs or activities should we cut?
Often nonprofit leaders are so big hearted that over the years they take on more and more programs and services, regardless of whether those additional programs make strategic sense or fit with the core competencies of their organization. So if you run a nonprofit with a long list of programs that don’t necessarily align with each other or with what you do best, you may want (during your strategic planning process) to ask which programs should stay and which should go.

What social issues are we working to address?
Sometimes a nonprofit’s board and staff are at odds about (or at least have never really decided) the exact list of social problems their nonprofit wants to address. A nonprofit is typically created because its founder recognizes some injustice or disparity and she wants to address that problem. But over time, a nonprofit’s leadership might take on additional issues, or the issues they were formed to address might change or grow, or other competing groups might launch to address similar issues.  So to chart a future direction, board and staff together must become crystal clear about exactly which social problems they believe are in their nonprofit’s purview.

Given what others working on the same issues are doing, where should we be focusing our efforts?
You cannot create a long-term strategy in a vacuum. Therefore you must get outside your walls and understand what other people and groups working on similar social issues are doing. And then you may need to determine what impact those efforts have on your nonprofit’s future direction and where can you have the most effective results.

What changed conditions should result from our work?
This is the ultimate strategic question because it forces everyone to articulate why your nonprofit exists. The changed social conditions that you desire (in other words, your desired outcomes) help you articulate what you ultimately hope your nonprofit will accomplish. And by articulating that, you can then work backwards to determine how you will operate, what programs you will run, who you will work with, how you will be funded, etc. Your desired outcomes serve as your nonprofit’s guiding light. And they hold your nonprofit accountable both internally and externally.

What is the most sustainable financial model for the outcomes we want to achieve?
All money is not equal and in order to create sustainable social change you have to figure out how to attract enough and the right kinds of money to achieve your outcome goals. So as part of your strategic planning process, you may need to figure out what your financial model should look like given the answers to all of your other strategic questions.

These are just a sampling of potential key strategic questions. Your unique mission and operating model will necessitate that you create your own custom list of key strategic questions.

Once you have that list, the purpose of a good strategic planning process then is to set about answering those questions in an evidence-based, decisive way. And once you have answers to all of your key strategic questions, you can craft a compelling, effective strategic plan that board, staff and supporters will be excited to bring to fruition.

If you want to learn more about the strategic planning process I use with my clients, check out my Strategic Planning page.

Photo Credit: Nick Page

 

 

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The Danger of the Nonprofit Savior Complex

You know the Nonprofit Savior Complex, I know you do. It’s when a nonprofit leader begins to believe that she (and only she) cares enough, knows enough, or is enough to fix the massive problem she cares so deeply about.

The positive side to the Savior Complex is it compels people who see an injustice in the world to stand up and do something about it. It is their very belief that they can make a difference that compels them to act, and often to make positive social change. Indeed, it is this altruistic entrepreneurial spirit that drives the social change sector. And it can be a beautiful thing.

But when it is taken too far, the Savior Complex can become dangerous.

Instead of reaching out to other leaders, building networks, being open and brutally honest with funders, demanding more from their board, the Nonprofit Savior instead chooses to go it alone. I’ve seen it in my clients, and I’ve seen it in myself.

It’s the program director who refuses to take a vacation because she thinks her program will fall apart in her absence. It’s the executive director who rather than demand real engagement from her board, just soldiers on by herself. It’s the activist who marches every weekend — to the detriment of her health, her family, her job — because she thinks no one else will.

The reality is that the complex problems we face cannot be solved by a single savior. Let’s face it, Superman doesn’t exist. So as a true leader you have to create the space — in your own organization, in your own community, in your own social issue area — for others to step up and lead alongside you.

Let me be clear. I am not arguing that nonprofit leaders should sit back and let nature take its course, particularly when progressive social issues are seemingly under constant attack.

Rather, I am arguing that you must begin seeing yourself and your organization as part of a larger complex of committed, capable, caring, effective people and organizations. You must move from creating individual action that will only get you so far, to creating coordinated network action.

To move away from the Savior Complex you have to reach out to others, to form partnerships, to build networks. So start by recognizing that others beyond you care just as much, are just as capable (maybe in different ways), and are worthy of your time to figure out how you can work together effectively. There is tremendous power in numbers.

So to overcome the Savior Complex, you can:

You might be surprised as the leaders (within your organization, within your issue area, within your community) step up in the space you have finally left open.

The Savior Complex is ultimately about an overactive ego. Someone who suffers from the Savior Complex fundamentally (but perhaps unconsciously) believes that no one can or will do it as well as she does. But the fact is that there are others out there. And to truly accelerate change we need more people working together within and across organizations, rather than working themselves to the bone amid an isolated, competitive, singular view of the world.

Photo Credit: Tom Bullock

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Why Women Will Lead the Social Movement For Gun Control

As a mother and a human being, the Parkland, Florida school shooting on Wednesday cut me to the core. As I know it did so many of you.

And as someone who spends my time writing about and advising social change efforts, I am also curious about how growing momentum to create change to the obviously severe social problem of gun violence in America will evolve. Because it can often seem that gun violence is an impossible problem for America to solve. But as Daniel Kibblesmith put it on Twitter, it is not:

 

True, smoking was once so pervasive in America, and the tobacco lobby so strong that there was little hope that change would happen, but it has. There are now few places where you can smoke inside and smoking rates have dropped dramatically over the last 40 years. In 1965 almost 43% of American adults smoked, in 2014 only 17% did.

History shows that this pattern of social change repeats again and again — from the abolition of slavery, to women’s suffrage, to the legalization of interracial marriage. An issue becomes so egregious that it builds enough critical mass to force change.

Bloomberg did a fascinating graphic of 6 social issues and how quickly they went from a flash point of public interest to a change in federal policy. The issues ranged from prohibition, to women’s suffrage, to abortion. The amount of time that spanned between an issue’s flash point and change to federal law ranged from 2-19 years:

 

The idea is that once an issue becomes so important to the American public it is only a question of time (and relatively short time at that) before the issue moves through the states to eventually become a federal policy change. As Bloomberg writers Alex Tribou and Keith Collins put it:

“Social change in the U.S. appears to follow a pattern: A few pioneer states get out front before the others, and then a key event—often a court decision or a grassroots campaign reaching maturity—triggers a rush of state activity that ultimately leads to a change in federal law.”

The 10+ year social movement to legalize gay marriage is an excellent example of this. Launched in 2004 as a collaboration among many social change organizations, funders, and experts, by June 2015 (11 short years later) gay marriage became legal across the country.

So, what will it take for Americans, who overwhelmingly support common sense gun legislation, to rise up and convince their elected officials to make change? It is already beginning in many states, with hundreds of gun control laws passed at the state level since Sandy Hook. I think we will see a federal-level change to gun control in the next 5-10 years. It is within the realm of possibility to push the federal government to change gun laws.

And I honestly think that that push will come largely from moms. Women like me, who watched in horror as children the exact same age as my youngest son ran, arms locked with classmates, screaming in terror out of Sandy Hook Elementary and then just 5 years later watched again in horror as children the exact same as my oldest son shared video on SnapChat of the bloodshed they witnessed.

Let me tell you, there is hardly a more powerful force in this world than that of a mother wanting to protect her child. 2018 has been called “The Year of Women” because women are stepping up in record numbers to run for office, to advocate, to volunteer, and even take to the streets all in the name of social change. I think gun violence — violence that increasingly threatens to harm our own children — will compel women who are already stepping up to force change.

As a dear friend and fellow mother texted me Wednesday morning:

“Just reading all the politicians offer their bullshit condolences and take money from the NRA makes me sick.”

And as Margaret Mead (also a mother) famously said: “Never doubt that a small group of thoughtful, committed citizens can change the world: indeed, it’s the only thing that ever has.”

Yep. I’m telling you. Our leaders’ willingness to turn a blind eye to the daily carnage around us is wrong on every single level and it will and it must change. I don’t think moms are going to take it much longer. Change is coming. Just you watch.

Photo Credit: Slowking4 

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When A Funder Takes Your Nonprofit Off Course

It’s fairly common knowledge that in the nonprofit sector the relationship between funders and nonprofit leaders is often fraught. A power imbalance between those with the purse strings and those without can sometimes lead to poor decisions about a nonprofit’s future direction.

The other day I was advising a nonprofit leader — let’s call him “Tim” — about whether he should expand his after-school program to a new school district, an expansion that one of his key foundation funders was championing. Tim was intrigued by the idea because due to a mix of circumstances (high need, proximity to other programs, etc.) investing in this school district had recently become popular among foundations.

But Tim was conflicted because, through years of experience implementing his very successful program, he knew that this new school district would not be a good fit for his program. The school district leadership was not fully invested in Tim’s program and approach, the district was located too far away for the nonprofit to ensure program quality, and the expansion would stretch Tim’s staff too thin, to name just a few of the issues. Despite the drawbacks, Tim was seriously considering expanding to this new district for the sole reason that one of his funders was really keen to see Tim’s program there.

This is a recipe for disaster. It’s an example of a nonprofit leader paying too much attention to the noise. But most troubling, this is an example of a nonprofit leader elevating a funder’s opinion above what the nonprofit leader knows is right.

Don’t get me wrong, I get it.

As a nonprofit leader, there are so many interested parties, so many stakeholders, so many voices telling you what is right and what is best. But the problem is that often those voices have inserted their, or their organization’s, self interest. That’s not to say that this foundation leader was acting with malice. Rather I would bet that he was simply acting with a lack of complete information. Perhaps the foundation leader thought, from his limited viewpoint, that Tim’s proven program would be the perfect addition to this troubled school district. But the foundation leader didn’t understand the larger dynamics at play. And if Tim kept quiet he would actually be doing both himself and the foundation a disservice by keeping his expertise out of the equation.

So when faced with a critical decision (and so many competing voices) how do you get clear about the right move for your nonprofit and then articulate that potentially unpopular decision to others?

First, you have to get quiet. I’m serious — take a walk, turn off your devices, go out in the woods, whatever it takes. You simply cannot make a critical strategic decision amid the ringing phones, your staff’s questions, the constant ping of emails, or the lure of social media.

Once you’ve gotten truly quiet ask yourself: “Which of the possible directions facing our nonprofit is most likely to increase our ability to achieve our desired outcomes?” If you haven’t yet articulated your nonprofit’s desired outcomes, then you need a Theory of Change, which is an excellent guiding document when facing critical strategic decisions like this.

In Tim’s case, if he had gotten quiet and asked himself this question, the answer would have been clear. An expansion to the new school district would actually decrease his nonprofit’s ability to achieve their desired outcomes because 1) they were unlikely to achieve those outcomes with the new students (for all of the reasons outlined above), and 2) the additional drain on his staff would likely decrease the outcomes they were already achieving with their current students.

Once you have arrived at your answer (not the answer someone else wants) articulate (on paper if it’s helpful) why this is the right decision for your nonprofit’s mission and desired outcomes. Then convince a few board champions of your argument. Finally meet one-on-one with your funder, or whoever is trying to take you away from what you know to be the right path. In a clear, evidence-based, confident way explain the reasons behind the decision you have made.

Making the right decision for your organization might be terrifying at first – especially if you risk losing a key funder. But trust me, making the right decision will put your nonprofit in a much better place in the long run.

In Tim’s case, deciding not to expand to the new school district could result in one of two things: 1) he could convince his funder that this is the right decision and through Tim’s honesty and strategic decision-making solidify the funder’s long-term support, or 2) he could lose a funder who doesn’t have his nonprofit’s best interests at heart. And if Tim has a solid financing plan for his nonprofit, the loss of that single funder does not have to be a death knell for the organization.

Either way he has put his nonprofit on a stronger, more sustainable path.

Photo Credit: U.S. Coast Guard

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A Reactive Nonprofit Leader Will Get Us Nowhere

Let’s be honest, nonprofit leaders tend to be a pretty reactive bunch. Instead of creating or controlling a situation, they tend to simply react to it. And it makes sense.

A foundation suddenly changes their funding strategy, and a nonprofit leader must scramble to find a new revenue source. A shift in how or where the government provides social services and a nonprofit leader suddenly sees a dramatic spike in the number of her clients. A board chair finds a job in a new city and a nonprofit leader finds his board leaderless. Nonprofit leaders are incentivized and learn quickly to react to ever-changing internal and external circumstances.

But I worry that in the face of the relentless shocks that 2017 brought, many nonprofit leaders have gone from a mode of normal reactive to super reactive. And the problem is that when you are operating from a point of reacting to circumstances instead of creating circumstances, you are much less effective at achieving your ultimate goals.

Lately I have seen some nonprofit leaders swept up into the chaos wrought by our divisive political and social climate and thus become less effective than they could otherwise be.

Let me give you an example. A nonprofit leader who runs a national nonprofit recently became understandably concerned about a proposed federal policy change that would dramatically affect her mission. She became obsessed with emailing, calling, texting everyone and anyone in her network and encouraging them to call, write, email their members of Congress. She became so controlled by this need to react to this policy change — a change, by the way, that was ultimately outside of her control because the political will simply did not exist in the current Congress — that it made her sick. She became wild-eyed, exhausted, and ill and ultimately of little use to her staff, board or social change mission. If she had instead taken a step back, become quiet, and analyzed what was within her ability to change and what was not, she could have then developed a way forward from that knowledge. And I think she would have been much more successful.

If our actions come from a place of anger, frustration, or despair in reaction to the behavior of others, then we are only exacerbating the problem. This has become even more obvious since the 2016 election. The Trump Administration will take an action or make a statement that is so egregious, that goes so completely against what we as social change leaders have worked our whole lives to promote, and our initial response is to react, to fight, to bend in despair.

But we are only making it worse. We are feeding the demons of division, anger, and hatred.

I think Brene Brown would likely agree.  In her latest book, Braving the Wilderness: The Quest for True Belonging and the Courage to Stand Alone she argues that in feeding into the anger and hatred that swirls around us, we are only hurting our efforts for larger social change and a better, more just world:

If we zoom way out and take a wide-angle shot of our world that’s increasingly defined by twenty-four-hour news, politics and social media, we see a whole lot of hatred. We see posturing, name-calling, and people trading humiliations…Pain will subside only when we acknowledge it and care for it. Addressing it with love and compassion would take only a minuscule percentage of the energy it takes to fight it…Holding on to [anger] will make us exhausted and sick. Internalizing anger will take away our joy and spirit; externalizing anger will make us less effective in our attempts to create change and forge connection. It’s an emotion that we need to transform into something life-giving: courage, love, change, compassion, justice.”

I wonder how the tide might shift if each one of us stepped away from the noise and the hatred and instead came from a place of courage, love, change, compassion, and justice, as Brene suggests. Instead of reacting to the noise, we became silent and sought to truly listen, to understand, to find common ground with those around us.

I was raised in the Catholic faith, and although I no longer practice, I’m sometimes reminded of the beautiful prayers of that faith. One of my favorites is the Prayer of St. Francis. I wonder if in these historic words there is something for those of us who want to see a more just, inclusive, loving world. Perhaps as true leaders we must do what sometimes feels impossible and instead of reacting to hatred and anger, offer love and hope, as the prayer suggests:

Lord, make me an instrument of your peace:
where there is hatred, let me sow love;
where there is injury, pardon;
where there is doubt, faith;
where there is despair, hope;
where there is darkness, light;
where there is sadness, joy…

I am not suggesting that we pardon behavior or comments that we find objectionable. But rather, that we refuse to add fuel to them by stirring up the anger, frustration, and despair of our friends, our family, our employees, our donors, our board members, our fellow social change leaders.

What if instead of spending time forwarding, commenting or re-Tweeting depressing news or comments; obsessively refreshing our news feeds for the latest dose of adrenaline; or worrying over what the next outrage will be, we build effective organizations and work across organizations, we develop smart strategies and deep networks, we instill social change leaders with confidence and ample resources, we focus on what brings us joy and peace so that we are refreshed each day to start anew, we take good care of our families and friends so that we all have the energy and the optimism necessary to see our goals realized.

There is no doubt that these are incredibly challenging times. But what if the social change leaders who dream of a more compassionate, equitable and inclusive world work towards that goal from a place of calm and confidence, rather than a place of anger and fear. Indeed, I wonder if that is truly the only way forward.

Photo Credit: sarowen

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What I Learned on My Social Media Break

Happy New Year, dear Social Velocity readers! After taking almost 4 months away from the blog (and largely away from social media in general), today I’m jumping back in. I certainly haven’t figured it all out, but I feel I’ve given myself enough space to climb back into the fray.

But before I do, I want to say how incredibly touched I was by the outpouring of support I received from my last post about taking a blog hiatus. I received by far the most response emails, Tweets, messages, texts, and calls in the 9 years I’ve been writing the blog. I was completely blown away, not only that my own personal journey could resonate with so many other people, but also how incredibly supportive my readers are. I cannot thank you all enough for your resounding support for this journey I decided to take.

Among those emails, Tweets, messages, texts and calls were some great recommendations for books I should read. And I very much took those recommendations to heart. Because I am a diehard introvert, I do most of my exploration through the written word. So I have been voraciously devouring anything and everything that I think could give me some sort of guidance. Some of you have asked what books I have found helpful, so here are my favorites:

  • Brene Brown, Braving the Wilderness: The Quest for True Belonging and the Courage to Stand Alone
  • Robert Wright, Why Buddhism is True
  • Thich Nhaat Hanh, The Art of Living
  • Tara Mohr, Playing Big: Practical Wisdom for Women Who Want to Speak Up, Create and Lead
  • David Lynch, Catching the Big Fish
  • Eckhart Tolle, The Power of Now and A New Earth
  • Jen Sincero, You Are a Badass
  • Martha Beck, Finding Your Own North Star

So what has this break from the blog and social media given me? So very much!

With my newfound time I began to meditate everyday. I had done some meditation in the past, but very sporadically. Since I’m a Type A personality it is nearly impossible for me to sit still for any length of time, so I often found meditation to be excruciating. But last Fall I stumbled upon the Insight Timer app, and the endless variety of topics, teachers, lengths, and styles of meditations actually made it fun to do a daily meditation.

From the space of meditation and the new insights gleaned from the books I was reading, I began to realize that I need to spend less time each day “doing” and more time just “being.” That is to say that I needed to find time each day to put down the never-ending to-do list and just be still.

And I began to realize that it is in that stillness that our true efficacy lies.

If the chaos of 2017 taught us anything it is that the daily (sometimes hourly) assault on everything that we as progressive social changemakers hold dear can be soul-crushing. But reacting to it from a place of anger or fear gets us nowhere. Writer Robert Wright would seemingly agree when he argued recently that this moment in American history is an opportunity for us to stop reacting emotionally to the insanity swirling around us, and instead use “mindful resistance” to begin acting in a more effective way.

I had fallen into the trap of mindless reaction that he describes. I had unknowingly adopted a mode of reacting with frustration, anger, hopelessness, and confusion to each new horrific newsfeed item. This exhausting cycle of crushing news development, fueled by social media, followed by outrage is what finally convinced me to get off the social media train for a while.

But what if instead of being sucked into the seeming insanity that swirls around us, we social change leaders — those of use who seek a more just, equitable, and inclusive society — could take a big step back, get still, and determine a smart, thoughtful path forward. Instead of merely reacting to the cards we’ve been dealt, we could actually change the game altogether.

For example, the new tax law passed at the end of December could have negative implications for the nonprofit sector. Some predict that the increased standard tax deduction could encourage people not to itemize their deductions and thus give less money to nonprofits. But instead of reacting to this change with fear and anxiety, nonprofit leaders could take a breath and create a more strategic, thoughtful approach to their financial model. The new tax law is what it is, that ship has sailed. The best approach now is to accept the current reality and embrace the opportunity to get much smarter and more strategic about how you bring money in the door.

A thoughtful approach to the chaos that churns around us is not easy, and I don’t mean to suggest that it is. We live in uncertain times, and unfortunately we can’t control that. But we can control our approach to it. I strongly believe that for positive change to happen, we have to start with ourselves. And I know that 2018 will be, for me at least, a much more mindful year.

So in this new year, I look forward to exploring with you — my amazing, supportive, inspiring readers — how we can together create a more thoughtful approach to any challenges 2018 brings. And from that more thoughtful approach help lead a more hopeful, inclusive and inspired path forward.

Photo Credit: Justin Edgington

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Why I’m Taking a Small Break From The Blog

You may have noticed that I haven’t been posting to the blog as often lately. There is a good reason for this, and I want to share it with you, since you all have been such wonderfully loyal and engaged readers.

I launched the Social Velocity blog in September of 2008, nine years ago this month. I started writing these blog posts (largely to myself and a few friends and family) as a catharsis. I was often frustrated by dysfunctions I saw in the nonprofit and philanthropic sectors, and I felt a burning desire to call a spade a spade. Over time, to my immense surprise and delight, my audience grew. A few years in, I began to create some regular series — Financing Not Fundraising, 10 Great Social Innovation Reads, the SV Interview Series — and am lucky enough to host several amazing guest bloggers. And thus the blog became a very regular part of my life.

But I’ve been thinking a lot lately about how we are, in our modern lives, so completely driven by the to do list that we rarely (if ever) take a big step back and ask what it’s all about. I have found myself in recent months needing to distance myself from the endless to do list and carve out some space for bigger, deeper thinking, writing, exploring. I have begun feeling a real need to find more quiet so that I can listen more intently to what I’m supposed to be doing.

At the same time, the 2016 election and the subsequent relentless blow after punishing blow against the progressive causes I have spent my life championing has really thrown me for a loop, as I know it has many of you. I’m feeling a desire to figure out a bigger role for myself in the social change arena, to figure out how I can, as Darren Walker put it, “take up the mantle and choose to lead.” Because I truly believe that now, more than ever, we are all called to play a bigger role in the social change we seek.

But figuring that out takes time for thinking, analyzing, scheming. And it’s hard for me to carve out that space when I’ve got a blog publishing schedule breathing down my neck.

The constant drum of the blog deadline (I try to publish most Tuesdays and Thursdays) has become a bit of a burden. Rather than always writing because my heart required it, I began writing because the calendar required it. Instead of being a joy, the blog began to feel stale and punishing to me. Add to that the many other things I have been working on (my consulting practice, book ideas, other projects), and I have begun to realize that I need space to think bigger about what my voice in the social sector should be. I am, it seems, finally taking my own advice to “find the value in quiet.”

And don’t think that I have made this decision lightly. It terrifies me to walk away, even briefly, from something I love doing and a readership I am so fond of. But sometimes you have to do the thing that scares you most.

While I so appreciate you, my loyal readers, and your emails, comments, Tweets and support, I need to take a bit of a step back and find some space to figure out what is next for the blog. Rest assured, I have no visions of ending the blog. I know that if I give up my outlet for the things I need to say, I will probably explode. But I do need some space to reinvent the blog.

So I may not write as often for awhile. Or I may write soon on new and different topics. I don’t have a timeline for when I’ll write again. I just know that I will. It might be tomorrow, it might be next week, it might be in 3 months.

I hope that when I figure it out, you will join me again. So stay tuned!

Photo Credit: Richard Revel

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The Right Questions to Ask A Potential Board Member

Recently, fundraising maven Kay Sprinkel Grace wrote a post on the GuideStar blog outlining four questions to ask prospective board members when interviewing them for board positions. While I heartily agree with her that nonprofit leaders should institute and follow a rigorous due diligence process in recruiting new board members (rather than just shoving anyone into an empty board seat), I disagree with most of the interview questions she proposes.

In my mind, Sprinkel Grace’s questions for prospective board members focus too much on what’s in it for the potential board member, rather than what value the board member could bring the nonprofit. And in this way, nonprofit leaders are again encouraged to present themselves on bended knee to those from whom they need support or help. I would much rather see nonprofit leaders interview board candidates by confidently asserting the value that their nonprofit creates and determining whether potential board members have something of value that could further that work.

Sprinkel Grace’s first question for prospective board members — “How passionate are you about our cause?”– is absolutely right and helpful in determining whether a prospective member has the requisite amount of interest in the cause they might be helping to lead. But her other three questions (“What personal aspirations of yours could be enhanced by serving on our board?”, “Of what importance to you is social interaction with other board members?,” and “How much time can you give us?”) all put the burden on the nonprofit leader to demonstrate the value a board position will bring to the prospective board member, rather than helping to discern whether the prospective board member will bring value to the nonprofit. For the most part, Sprinkel Grace’s questions are about what the nonprofit can do for the board member, not the other way around.

Instead nonprofit leaders should use questions like these to determine whether or not a prospective board member is a fit for the nonprofit:

In reading through our nonprofit’s strategic plan (or whatever background documents we gave you ahead of time) what things excite you?
This question provides an opportunity for you to judge 1) whether this board member demonstrates enough of an interest in the organization to have done their homework, and 2) whether your work elicits enough intellectual and/or emotional energy from them to fuel their future work on your behalf.

What specific skills, experience or networks do you think you could bring to the table in order to help us move forward on our goals? 
This question makes very clear that you expect something unique and specific from this prospective board member (just as you do with all of your board members), not just a warm body. But more importantly, this question helps you gauge how well this board member understands your work and your plans and how willing they are to get in the game. This question can also help to get the right board member really excited about how their unique contribution right from the start.

How do you think you might go about meeting our give/get requirement?
I know it’s controversial (and I’ve talked about it manymany times before), but I strongly believe that you have to connect every single board member to the financial engine of your nonprofit. If you have a specific give/get requirement for your board (and I hope you do!), then you want to know from the outset how this prospective board member feels about it, and how they might approach it.

If we are going to create strong, effective, sustainable nonprofit organizations, we have to stop begging board members to join. A great board is created when you recruit people who have the specific skills, experience and networks you need to deliver on your mission and you effectively engage them to do the work.

If you want to learn more about creating an effective, engaged board, download the “10 Traits of a Groundbreaking Board” book.

Photo Credit: Ethan

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