CBO-Board Partnerships-CBO Leadership for the 21st Century
Transcript of 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
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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
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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
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Clarify
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Leadership Priorities
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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
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Dual Skill Set
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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?
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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?
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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
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Dr. Kim Williams
Independent consultant