IN THIS ISSUE:
BOOK REVIEW: The Strategic Board
FEATURED SERVICE: Making Your Board Great
THIS MONTH'S QUESTION: Authority to Appoint Committees
UPCOMING EVENTS
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BOOK REVIEW 
The Strategic Board:
The Step-by-Step Guide to High-Impact Governance
 
by Mark Light
 
strategic board cover
This book is a guide to the Strategic Board model of governance. As Light explains in his introduction, a strategic board is neither an operational board nor a rubber-stamp board, but rather a group that in partnership with management "focuses its energy on making sure the organization achieves its chosen destiny."
 
Light proposes that boards and executives are often ineffective because of the complexity of their relationships -- each being both leaders and followers at the same time in balance with each other -- and because of the seven realities of nonprofit boards [scarce time and knowledge with no consequences for poor participation; board size, composition and continuity issues; and the relative inexperience of most executives].
 
Instead of trying to change these conditions, Light presents a detailed recipe to help boards and management both plan and execute plans to move organizations ahead and provide clarity and accountability to their participants.
 
Light centers his process, and his book, around four questions. The answers to these questions form four interlocking plans:
  • Where to go tomorrow?- Leadership Plan
  • Who does what? - Delegation Plan
  • What gets done today? - Management Plan
  • Did it happen? - Vigilance Plan
Although Light's specific approach will be most helpful for less mature organizations or those in or coming out of crisis, all nonprofit leaders should openly discuss and determine their organizations' values, and most would profit from his discussions, especially those listed above.
 
You can order the book online through the Amazon.com website.
Contact Us
 
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Patty Oertel
323-257-1125
 
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Charles Watson
805-320-1408
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March 2008 Edition
News from The Oertel Group
Greetings!

Welcome to our newsletter.  As a member of our e-news community, The Oertel Group is pleased to provide you with regular updates about issues and information that effect the nonprofit field and help to maximize your nonprofit's performance.

FEATURED SERVICE:
Making Your Board Great

Truly great nonprofit organizations have great boards.  Jim Collins in his monograph "Good to Great and the Social Sectors" describes a series of concepts for how nonprofit organizations can move from being to good to being great.  There is much for boards and executive directors to learn from Collins and his monograph.  He describes nonprofit governance structures as having more components and more inherent ambiguity than their business counterparts.  And he stresses the need to "get the right people on the bus" at all levels of the organization from the board to staff to volunteers.  

From the perspective of The Oertel Group, there is more that boards of director need to do to provide the governance and leadership needed for the organizations they oversee to become truly great.  Consistent with Collins' approach, the board working with key staff members need to be clear on the mission and core focus of the organization, understand the needs of the constituents/clients they serve, and develop a long term vision to address those needs and how they will measure their progress in these areas. 

At The Oertel Group, we see specific factors to be necessary for the board of a nonprofit organization to be great and without a great board, it is difficult if not impossible for a nonprofit organization to achieve greatness using Collins' criteria or any other measure of greatness. 

First and foremost, board members need to be clear on their role and how and why that role is differentiated from that of the Executive Director.  While some elements of the board role will be consistent across nonprofit corporations (i.e. legal and fiduciary), the exact dimensions of the role will vary based on mission, length of existence, geography, and revenue streams. 

With clear roles established, boards need to have a makeup that facilitates their execution of those roles.  Collins uses the phrasing "getting the right people on the bus."  For the board, it includes recruiting people passionate about the mission with skills needed for their role, with a profile that adequately represents their constituency and community, with time available to fulfill their role and a commitment to challenge themselves and the organization to greatness.  Most nonprofit organizations need the board to be involved in fundraising and accessing resources and if this is the case, this would need to be part of establishing the desired profile for the board. 

Flowing from role clarity and recruitment a great board will also determine the most effective way to structure their work (e.g. committees, officers, meeting frequency) and how the board members will evaluate their performance and that of the organization.  

The Oertel Group assists boards and nonprofit organizations to become great through our strategic planning and board development services including facilitation to clarify roles, strategy development for board recruitment, and assistance in structuring the board for success. 

If you are interested in learning more about our board development services, please contact us at 323-257-1125 or via email.

THIS MONTH'S QUESTION:
Who has the authority to appoint committees and committee chairs?

Under California code, establishing board committees as well as  their membership is the  responsibility of the board of directors (Section 5212).  We have found that many organizations do not operate in this manner having the board president appoint committees.  This practice is not sanctioned by California code.
UPCOMING EVENTS 
 
4-10-2008
"Board Recruitment & Retention" a FREE 90-minute workshop and booksigning by acclaimed author and speaker Hildy Gottlieb.
 
2:00-3:30 at the Center for Nonprofit Management.
 
More info is available at the Center's website at www.cnmsocal.org.
Please feel free to pass this newsletter along to your friends.
 
Sincerely,
 
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Patty Oertel and Charles Watson
The Oertel Group
 
ALL RIGHTS RESERVED Copyright 2007
The Oertel Group: Maximizing Nonprofit Performance
1337 Brixton Road Pasadena CA 91105