October 3, 2019

Notes from my dorm room

Two cohorts graduated this summer… Cohorts 27 and 28. I can’t believe that I’ve taught at SMUMN since Cohort 9! For the masters program in philanthropy and development.

And every year, I blog about my experience in the program. Notes from my dorm room. We all live in the dorm!

I share these student comments with you all…Because their insights can help you ensure better governance in your organization!!

From Dan, cohort 27: “Board governance isn’t easy…it’s very complex. Pride is involved. Money is involved. Status is involved.”

From Kent, cohort 27: “I plan to implement some sort of governance development activity into each meeting. Not a big, time-consuming initiative, but just enough to keep the topic of governance top of mind.”

Brandon, cohort 27 asked (and answered his own questions):

“What is the sound of one hand clapping? Nothing.

What is the worth of a fundraiser in a silo? Nothing.

What is the value of a silent board member? Nothing.”

Cohort 27, Anna asked some great cage-rattling questions:

How can we ensure that we have an accurate understanding of the current organizational culture?

What would it look like if our organization took proactive action to develop our organizational culture?

To what extent is a disclosed conflict of interest different from an undisclosed conflict (in terms of the impact on public trust)?

How will we evaluate the level of spending that is necessary to best carry out our mission?

Such good stuff!! How might these notes from my graduated students stimulate your thinking? Challenge your assumptions? Help you do a better job?

August 19, 2019

Part 2: I’m thinking about new stuff…

Part 2: Last week was Part 1.

So my conclusion from last week’s Part 1… What more can I do? Well, I thought about that – and here are some topics I’m going to talk about.

1. Organizational culture: Business theory notes that “culture eats strategy for breakfast and lunch.” What and why. Importance. Developing, supporting, and measuring. Culture of philanthropy – special subset for nonprofit sector. I developed this curriculum for AFP ICON 2019, San Antonio. How about this topic for your professional association, your organization, a product for your community foundation…whatever…

Make sure you read the big read thing below! Skip the first 6 if you wish!! The big red one is really BIG!!

2. Leadership: In-depth probing. Theory and practice. How to develop yourself and others. Creating a leadership development program for your organization and its staff. Maybe a series for your organization or your association or your community…Or just a 1/2 mini session or who knows…

3. Trends and emerging issues: So much is happening…happened…will happen. And you and I have to cope with it. This is sooooo far beyond an organization’s mission or a particular sector. How do we build staff and organizations and processes to watch, monitor, anticipate, recognize, prepare…How do we build foresight? Yes, this is a strategic planning fundamental. But I’m also interested in operationalizing this into day-to-day operations.

Maybe read the big red item below first!!! The first 6 are definitely cool. But wow…the red one after #6.

4. Fundraisers as organizational development specialists: I wrote and talked about this beginning in the late 90s. I think it’s still a major weakness of fundraisers. The best fundraisers are not just great technicians. Writing the best direct mail…hosting the best events…securing tons of grants…All important stuff. But without understanding how everything in an organization fits together…like #1,2,3,5,7…and so much more!…you’ll have a tough time with fundraising.

I’m doing the red item first. I’m thinking 2020…fall or spring. What do you think?

5. Enabling others to do: People can’t just read a book and then be able to do the thing. Leaders enable others to learn and understand, anticipate and preempt, get the stuff done well. The CEO has to be the best enabler. The CDO better be darn good at enabling. And you can learn more about enabling in the handout in my Free Download Library on this website. You really have to learn this. Sequential sessions? Simulation? Daylong. What do you think? 

Here it comes!!! The BIG RED ONE!!!!!!!!!!!!!!!!

6. Measuring “strange things”: Enough with measuring only money! Let’s measure ROI in various areas. CRQs (effective use of cage-rattling questions). Donor-centric quotient (DCQ). Board member performance (and that’s not not not gift size and $ raised!)  When you ask me to speak, think about this topic!

THING I WANT TO DO FIRST…THE WAY WE SHOULD APPROACH GOOD GOVERNANCE Maybe you think this is old news…But I’m telling you that doing good governance well is still a frigging mess. And I’ve been playing in this arena since 1975.

Most boards are mediocre at best. Some are simply dysfunctional. And too damn few are really good. And this holds true no matter the “sophistication” of board members, the organization’s budget size, or the supposed experience level of board members. 

PLEASE PLEASE LET’S FIX THIS! And not with “governance training for the board.” This is not the answer.

Who should be the governance expert in any and all boards (and I’m focusing on the nonprofit sector at this moment)? The ED/CEO. Because that’s an official (mostly) paid position. And as a professional, that individual in that position is expected to be well-trained and well-educated in the business, a lifelong learner, and an expert in management…and hence an expert in governance, too!

Who else should be an expert in governance in your organization? Anyone who works closely with board members or board committees…for example, the chief development officer!!

I teach a 30-hour course in governance in a Masters Program at Saint Mary’s University of Minnesota. I see the change in people’s understanding.

Topics would include: Organizational culture and development. Enabling. Conversation as a core business practice – which is different than discussion. Distinction between the board (collective) and board members. (Damn it! The terms are not not not not interchangeable!!!!!!!!) Relationship of board committees to the board itself – and to staff. Distinction between governance and management. Your board is not a fundraising team! Role of the board chair – one of the biggest messes in the field. Performance expectations of all board members. Power dynamics – like wealth, gender, race/ethnicity, etc. Identifying and recruiting candidates. Enabling the board, its committees, and the individual board members. And, when absolutely necessary, firing lousy board members.

This is a session for staff. This would require 2 days – like we’d all meet live in one place. Lots of great materials. Interactive lecture. Small group work / assignments. Simulation. Articles. My book Firing Lousy Board Members – And Helping the Others Succeed. Follow-up coaching. Undoubtedly points for CFRE.

Let me know what you think. Add a comment to this blog. Send me a personal email to spjoyaux@aol.com. You could even call me if you wished. 401.397.2534.

 

 

 

 

August 12, 2019

I’m thinking about new stuff… Part 1. (Part 2 is next week.)

Part 1 of a 2-part blog:

Of course, I love all the fundraising and governance stuff I’ve done for years. And I love changing and adjusting and adding new stuff and and… I’m just not one of those people that likes doing the same old stuff the same old way.

  • I’m also reading new stuff and stuff that so few other people in the nonprofit sector seem to be reading. Come on peeps – let’s get out of just reading fundraising and governance and donor stuff.
  • Have you read systems thinking and learning organization business theories yet? I wrote about that back in 1997. How about the stuff that’s happening to our brains because of too much technology?
  • Leadership…Oh sure, some conversations on the job. But who reads actual leadership research and stuff from the Harvard Business Review and and and ….
  • By the way, when was the last time that your professional association recommended readings beyond your specialized field?
  • How about organizational development? Culture and top-notch management and and and… SO MUCH MORE!!

There are 3 sectors: Government. For-profit. Nonprofit. I think the nonprofit sector is more important than most of our society thinks. And I suspect that most of you reading this honors our sector, too.

  • I want the government sector to do more. I’m appalled at what government doesn’t do.
  • I want the for-profit sector to be put in its proper place…. NOT the best the greatest the most important the individual and corporations are bestest. I want the for-profit sector and its people to be punished more often than they are. And if I hear one more person say “If only the nonprofit sector would operate more like the business sector….”)…well I just don’t know what I’m gonna do!!!!!!!!! WTF!!!!!!!!!!!

But if the nonprofit sector doesn’t get itself together better… Just survival isn’t good enough. The excuse of “We nonprofits and our staff are just sooooooo busy just doing what we have to do that we can’t possibly learn more…” WTF????!!!! Would you do your mission in a half-ass manner? Most of you tell me, “No way. We do our mission excellently … or we will choose to close.” Well if that’s the case, then do all the other stuff — fundraising, governance, management, leadership, organizational development, and on and on — damn well, too. Or close down!

The world needs and deserves the best and most loved nonprofit sector. Because people and the planet deserve the best. Social justice. Diversity. Inclusion. Equity. Health. Safety. Employment and economic security. Joy and love and education and peace.

The world needs and deserves the best and most loved nonprofit sector. Because people and the planet deserve the best. An environment that endures – with animals and plants and insects and all those living things. And learning and pleasure and the strength and support to build and care and live and…

Oh good heavens…How did I start down this path today? I read Seth Godin’s July 9, 2019 blog, The $50,000 an hour gate agent. I got frustrated because I hear too much whining from my beloved nonprofit sector people.

  • Yes, yes… I know what it’s like to work long hours and fight with a silly CEO and icky board members – too few of whom seem to “get it.” I know what it’s like to work for less than I’m worth – and without adequate support systems.
  • So leave the sector. Or first, look for a better nonprofit job with smart staff and board members who give you the respect and support I hope you deserve.
  • Because there’s no excuse for we all in this sector accepting inadequacy in others or in ourselves.

Okey dokey. Part 2 is next week. Thanks for listening.

July 15, 2019

Finishing that committee job description

Last week, I shared the initial elements in the job description of a board committee, using the Board Development as the example. The first parts:

  • Purpose of the Committee:
  • Reports to:
  • Staff to the Committee:
  • Committee membership and operations:
  • Frequency of meetings:

And now…

Scope of work for the Board Development Committee

  1. Monitor effectiveness of governance operations and process, policies and guidelines, and recommend changes as necessary.
  2. Review and recommend optimum composition for the Board including diversity screens, skills, and behaviors.
  3. Design and execute an intentional process to recruit and retain the best Board members and officers to help achieve the organization’s mission. The committee does this work for the annual nomination and election process as well as any interim vacancies. Activities include:
    • Review the composition of the Board of Directors and identify the gaps.
    • Based on identified gaps, secure candidate suggestions, and screen them through a formal interview process.
    • Prepare the slate of nominees for board member and officer positions.
  4. Support ongoing learning for board members and the collective itself.
  5. Design and facilitate an orientation process for all newly-elected board members.
  6. Design and facilitate ongoing evaluation processes to recommend and facilitate improvements in individual and collective performance.
    • Annual board member self-evaluation, which is reviewed by the committee.
    • Feedback to board members whose performance requires improvement.
    • Annual governance self-assessment, tabulated and reviewed by the committee. Facilitate process for improvement.

 

July 8, 2019

Committee job descriptions

I expect all committee job descriptions to have the same format and same general content areas. So here’s what I do with committees of the board of directors — and I’m using the Board Development Committee (also called the Governance Committee) as an example………

Title: Role of the Board Development Committee

Purpose of the Committee: As a committee of the Board of Directors, the Board Development Committee helps the Board carry out its due diligence function related to healthy development and operation of the board, its committees and task forces, and performance of the individual board member.

Reports to: Board of Directors

Staff to the Committee: CEO

Committee membership and operations: All committee work is done in partnership with and through the facilitation of the CEO. No committee can usurp the authority of the Board (the collective), and no committee, committee chair, or committee member directrs or oversees staff. Committee members may include both Board and non-Board Members.

Frequency of meetings: As needed – estimated at 4-6 times per year.

Scope of work for the Board Development Committee: See my next blog!!!

June 24, 2019

Do you know Siegfried Vögele?

If you read about donor communications, you’re probably familiar with Siegfried.

Check out this article by fundraiser Chris Keating: How a good envelope can make the difference to your direct mail’s success. All about designing the perfect envelope.

And stick around on the site where Chris posted his article……. SOFII.…. Showcase of fundraising innovation and inspiration.

SOFII is sooooo cool and informative and full of history and and and !!!!!!!!!!!!!!!!

Thanks to Ken Burnett and his pals…SOFII is the bestest compiler of stuff that works in our philanthropic field.

  • Examples of the bestest fundraising letters and cases for support — like even in the 1930s!
  • All about relationship fundraising
  • Direct mail
  • Brand development
  • Telephone fundraising
  • Digital fundraising
  • And on and on and on…

 

 

May 24, 2019

In RI June 6: Jay Love + Tom Ahern + Simone Joyaux…. LIVE!!

FUNDRAISING POWER SESSION

Jay Love, Co-Founder & Chief Relationship Officer, Bloomerang. Plus
Tom Ahern & Simone P. Joyaux

Thursday, June 6: 7:30 am – 12:30 pm. Radisson Hotel Providence Airport
2081 Post Road, Warwick RI  02886. Members: $50 / Non-Members: $85.

Jay’s really cool workshop on “Maximizing the Lifetime Value of Your Donors for Fundraising Success.

And then the 3-way talk. Jay + Tom + Simone. Bring your questions. Ask and ask more. Want to be unknown? Then write your question on a piece of paper and hand it to Simone in private. Time to complain and whine. Wail and weep about stuff back at the office. Secrets and doors closed.

May 20, 2019

Have you enrolled at SMUMN yet?

You’ll learn soooo much getting your Masters Degree in Philanthropy and Development.

Just imagine!!!

30 hours of governance so you the fundraiser or executive director or consultant can really do this really very well!!!

Learning all about asking … and then actually having to do it! (And this professor might actually give you a gift if you ask well.)

Why strategic planning matters – even if you’re the development officer – and making sure your voice is heard.

And so much more.

 

December 1, 2018

Annual to-do thing

Imagine showing this video every single year …. for your staff and for your board. Exploring questions. Then talking about the implications and applications for you as individuals, those you serve, and and and …

Better yet, imagine actually doing this live. And sure, staff and board members together.

And how about engaging donors in this? Hmmmm……

Learn about why and how and good and bad and and and on the Internet.

And check out the workshop at 2018 AFP Congress, too.

July 19, 2018

Evaluating board member performance

Do you? Do you evaluate board member performance?

Do board members evaluate their own performance?

Does your governance committee evaluate board member performance?

Has your organization defined board member performance expectations?

Take a look at the evaluation tools I developed in Firing Lousy Board Members – and Helping the Others Succeed.

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