Tuesday, March 24, 2020

Index to 22 Time-Saving Governance Tools and Templates



“Under Pressure You Don't Rise to the Occasion, You Sink to the Level of Your Training”

Whew! In this tumultuous environment today with the COVID-19 crisis, your time is limited, valuable, and strained. But, with God’s help, you can leverage your time. Hopefully, this blog will save you precious time—with easy-to-use click-on links to this series of 22 time-saving tools and templates (see below).

Over the last 22 blogs, we’ve highlighted the time-saving tools and templates in the new resource, ECFA Tools and Templates for Effective Board Governance. Why is this so important? Peter Drucker wrote, “At least once every five years, every form should be put on trial for its life.” So…if it’s been five years (or 10 or 20 years) since you’ve updated your boardroom tools, this book will be a lifesaver for you—maybe not today, but down the road.

The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique training and communication needs. Here’s a convenient master list with links to the 22 blogs: 

22 TIME-SAVING TOOLS AND TEMPLATES!
Here’s a convenient master list with links to the 22 blogs:


PART 1: SELECTING AND TRAINING EXCELLENT BOARD MEMBERS

Tool #1: The Pathway to the Board (Don’t Propose Marriage on Your First Date!)
Tool #2: Board Nominee Suggestion Form (Avoid the “Friend of a Friend of Cousin Eddie Syndrome”)
Tool #3: Board Nominee Orientation: Table of Contents (Don’t Swallow the Board Myth!)

PART 2: BOARD ASSESSMENTS
Tool #4: Five-Finger Feedback (Fast Feedback in 3 Minutes!)
Tool #5: The Board’s Annual Self-Assessment Survey (Look in the Mirror!)
Tool #6: The Board's Annual Financial Management Audit - 20 True or False Questions! (And…how does the board know if it’s true?)
Tool #7: The Board's Annual Legal Audit (Use This Annual Checklist to Monitor Legal Issues)
Tool #8: The Board's Annual Fundraising Audit (Pop Quiz on Fundraising Practices!)
Tool #9: The Board’s Annual Evaluation of the Top Leader (“Spotting, Catching, or Exiting a Falling CEO”)

PART 3: REPORTING TO THE BOARD
Tool #10: The 5/15 Monthly Report to the Board (Eliminate Hallway Whining!)
Tool #11: Monthly Dashboard Report (What Are Your CEO’s Top-5 Goals This Year?)
Tool #12: Quarterly Board Meeting Agenda & Recommendations (Plan a Robust “Heavy Lifting” Segment at Every Board Meeting)

PART 4: TAKING TIME FOR STRATEGIC PLANNING
Tool #13: Board Retreat Read-and-Reflect Worksheets (Deputize a “Leaders Are Readers Champion")
Tool #14: The Rolling 3-Year Strategic Plan Placemat (7 Reasons Why Strategic Plans Fail)
Tool #15: Board Retreat Trend-Spotting Exercise (Ostrich or Eagle?)

PART 5: POLICIES AND BOARD RESPONSIBILITIES
Tool #16: Prime Responsibility Chart (Eliminate Fuzziness Between Board and Staff Roles)
Tool #17: Board Policies Manual (BPM) - Policy: The Board’s Chief Occupation—Not an Occasional Board Chore
Tool #18: Job Descriptions for the Top Leader and Board Chair (The Number One Hiring Mistake!)

PART 6: IDEAS FOR BETTER BOARD GOVERNANCE
Tool #19: Ten Minutes for Governance (Lifelong Governance Learning—in 10-Minute Chunks!)
Tool #20: Tent Cards & Tools for Leveraging Board Member Strengths (Inspiring Deep Engagement in the Boardroom)
Tool #21: Board Member Annual Affirmation Statement (We Failed to “Date” a Board Prospect and Now We Have a Loose Cannon!)
Tool #22: Straw Vote Cards (A Quick and Courteous Way to Give Every Board Member a Voice)

The book includes five ways to leverage these tools and templates (see page 248). “Refresh Your Governance Experiences” highlights these five approaches:
1. Refresh your agenda with Tool #12,”Quarterly Board Meeting Agenda & Recommendations.”
2. Refresh your training with Tool #10, “Ten Minutes for Governance.”
3. Refresh your policy with Tool #17, “Board Policies Manual.”
4. Refresh your accountability with Tool #11, “Monthly Dashboard Report.”
5. Refresh your first 30 minutes—with a nod to the book, The Power of Moments. (Click here to read my review.)


Order the tools book from Amazon by clicking on this title: ECFA Tools and Templates for Effective Board Governance: Time-Saving Solutions for Your Board, by Dan Busby and John Pearson. Reminder: The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique uses.

BOARD DISCUSSION: What tool could we start using TODAY that would save us precious time during this crisis (and perhaps the next crisis) and move us toward more effective and more God-honoring governance? 

MORE RESOURCES: In Lesson 38 for the Lessons From the Nonprofit Boardroom BlogKent Stroman writes, “I love this quote from the U.S. Navy Seals, ‘Under pressure you don't rise to the occasion, you sink to the level of your training. That's why we train so hard.’ By being intentional about ongoing board member education, organizations are investing in their own preparation to ‘rise to the occasion’ that will inevitably emerge—at the least expected moment.” Read his guest blog, “Great Boards Delegate Their Reading. Deputize a ‘Leaders Are Readers Champion.’”

Tuesday, March 17, 2020

TOOL 22 - Straw Vote Cards

 

A Quick and Courteous Way to Give Every Board Member a Voice

At every board and committee meeting, provide green and red straw vote cards (green means “yes” and red means “no”). Any board member can ask for a straw vote at any time. Sometimes the loudest, longest-talking board member is the only one holding up a red card—and the instant feedback will help her see she’s not convincing anyone! 


TOOL #22: STRAW VOTE CARDS
Use red and green straw vote cards to discern if you have consensus or division on big and small issues—and save valuable time!


Tool #22 in the new resource, ECFA Tools and Templates for Effective Board Governance, is one of four tools in Part 6, “Ideas for Better Board Governance,” in this jam-packed 271-page resource. Many boards use these straw vote cards to “check the pulse” of the board before a vote is taken.

Examples:
   • After adequate discussion on an issue, the chair might ask, “Is there consensus that it’s time to vote? If you’re ready to vote, raise your green card. If not, hold up your red card.”
   • Ready to vote? “It’s been moved and seconded that we ask the Governance Committee to research the benefits of moving from 12 board meetings per year to just six.”
   • “Mr. Chairman, we’ve been discussing this topic for over an hour—but not every board member has weighed in yet. Could we do a quick show of cards to see if most agree—or disagree—with the motion on the table?”

We were introduced to this time-saving tool by our friend and colleague, Bob Andringa, who notes: “The card saves time by testing the group’s leanings early on in what could otherwise be unnecessarily long discussions.”

He adds, “The straw vote cards allow everyone, even the most extreme introverts, to have a ‘voice’ by going visual. And when anyone can test an idea by a show of cards, they help keep board members more alert to the dialogue. And they can add some fun to your meetings!”


As a bonus, this tool also includes four additional facilitation techniques to engage board members at every meeting—including how to leverage the first 30 minutes of every board meeting to set the tone for deep engagement.

Order the tools book from Amazon by clicking on this title: ECFA Tools and Templates for Effective Board Governance: Time-Saving Solutions for Your Board, by Dan Busby and John Pearson. The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique uses.

BOARD DISCUSSION: Think about our last board meeting—and your thoughts when driving home from the meeting. Discuss: “Was I needed at that meeting? Did others engage both my heart and my head—or were there low or no expectations that I would add value?” And reflect on this: “Did we sense any holy moments—that clearly demonstrated our ministry is governed by eternal values and obedience to God’s direction?”

MORE RESOURCES: In Lesson 18 for the Lessons From the Nonprofit Boardroom Blog, Holly Duncan writes, “The best leaders are the best listeners. There is a direct correlation between one’s willingness to listen to others and one’s willingness to listen to God.” Read her guest blog, “Do Not Interrupt! Don’t assume board members know how to listen.” Click here.

Tuesday, March 10, 2020

TOOL 21 - Board Member Annual Affirmation Statement


We Failed to “Date” a Board Prospect and Now We Have a Loose Cannon!

Al Newell succinctly turns the “problem” of board member engagement upside down with this biblical insight and mandate:

“Sustaining motivation is better understood as a by-product as opposed to a goal of itself. It is my experience that if you pursue discipleship with volunteers [and board members], motivation will follow.
If volunteers see the fulfillment of their role as ‘obeying and serving God’ rather than serving you or your [organization], it will cause motivation to swell.”

TOOL #21: BOARD MEMBER ANNUAL AFFIRMATION STATEMENT
Share this document with board prospects to communicate your high commitment and generosity standards. Plus, require re-commitments annually from all board members. 


Tool #21 in the new resource, ECFA Tools and Templates for Effective Board Governance, is one of four tools in Part 6, “Ideas for Better Board Governance,” in this jam-packed 271-page resource. This tool is another “add-water-and-stir” template for educating and obtaining annual affirmation from your board members—categorized within the three board hats: Governance, Volunteer, and Participant.

The tool can be used two ways:
Current board members: ask them to review and sign this document annually (example: every January) to affirm their ongoing commitment, as board members, to your ministry.
Prospective board members: ask them to review these high standards (including generous giving)—in advance of your asking them to serve—and then upon election to the board, ask them to affirm this annual statement of commitment.

Why is this important?

The week I wrote this blog, a CEO called me and whined about a new board member—fast-tracked onto the board. No cultivation, no orientation, no “six steps to recruitment,” and—with no background or passion for the ministry—he was quickly becoming (shall-we-say) a loose cannon (google the term!). So I asked the CEO four questions:

1) Did you review Tool #1, “The Pathway to the Board,” with your board members and this prospect, including the six recommended steps?
2) Before the board member fast-tracked his friend onto the board—prematurely, did you or your Governance Committee invite board members to submit a “Board Member Suggestion Form,” per Tool #2? (That would have educated all board members on your agreed-upon board member criteria.)
3) Did you use the template in Tool #3, “Board Nominee Orientation: Table of Contents,” and have a prospect orientation session—using the 31-tab binder—BEFORE you proposed marriage (board service)? Really—you proposed marriage on the first date? 
4) Did you screen the 10-minute video, from the ECFA Governance Toolbox Series No. 1: Recruiting Board Members—Leveraging the 4 Phases of Board Recruitment: Cultivation, Recruitment, Orientation and Engagement? (Note especially the in-the-trenches board story, "The Shortest Board Term in the History of the World!")

You’ve already guessed this CEO’s responses to my four questions: 
   1) No!
   2) No!
   3) No!
   4) No! 

There’s a better way—and it starts with creating the Board Member Annual Affirmation Statement. The template also includes a one-page calendar listing future board meetings (and the important agenda topics at each meeting) for the next 12 to 24 months.

Guarantee! Implement these board best practices—and guaranteed—this will be the first time that your board prospect has ever received such a comprehensive overview of your ministry. And during this important “dating process,” explain why—after your Governance Committee’s due diligence, prayer, and discernment—the committee is meeting with your prospect: What the prospect might bring to the board, and how the board/ministry might enrich your prospect’s life and service.

But caution! If during the dating process, you pick up signs and signals that this person may not be a good fit (or a loose cannon), you can move on—and you will have saved yourself untold angst and sleepless nights. 


Order the tools book from Amazon by clicking on this title: ECFA Tools and Templates for Effective Board Governance: Time-Saving Solutions for Your Board, by Dan Busby and John Pearson. The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique uses.

BOARD DISCUSSION: Sometimes the reason boardroom attendance is dismal—is because the agenda is dismal. Check out the template for the board meeting schedule on page 241 of Tool #21—which lists key agenda items and decisions for future meetings. How’s the attendance at our board meetings—and do we engage board members and leverage their insights and strengths, or are board meetings one-way speeches? 

MORE RESOURCES: In Lesson 14 for the Lessons From the Nonprofit Boardroom BlogBruce Johnson writes, “Discerning, cultivating, and vetting who would be a good board member is one of the most important responsibilities of the CEO and board members. And high on the qualification list is knowledge of governance and the role of the board and board members for your organization.” Read his guest blog, “If You Need a Board Member, Recruit a Board Member.” Click here.

Tuesday, March 3, 2020

TOOL 20 - Tent Cards & Tools for Leveraging Board Member Strengths

Photo courtesy of Scott Mackes, Strengths Mugs
Inspiring Deep Engagement in the Boardroom

How do we inspire the deep engagement of our board members? Leverage their strengths!


The authors of Strengths Based Leadership write, “The odds of an employee [or a board member] being engaged are a dismal 1 in 11 (9%). But when an organization’s leadership focuses on the strengths of its employees, the odds soar to almost 3 in 4 (73%).” (Read my review.)


How do we inspire the deep engagement of our board members? Start with this tool!

TOOL #20: TENT CARDS & TOOLS FOR LEVERAGING BOARD MEMBER STRENGTHS
Inspire your board to complete the online CliftonStrengths® assessment and then create tent cards and tools to leverage strengths at every board and committee meeting!


Tool #20 in the new resource, ECFA Tools and Templates for Effective Board Governance, is one of four tools in Part 6, “Ideas for Better Board Governance,” in this jam-packed 271-page resource. This tool features four ways to identify board member strengths—and keep them on the front burner.

Imagine! What if everyone on your board received committee assignments that leveraged their strengths! We recommend that you give every board member a “strengths assessment.” Each “StrengthsFinder” book (below) includes a unique access code for completing an online assessment at the Gallup Strengths Center. After you complete the 20- to 30-minute assessment, you will receive a list (and commentary) of your Top-5 strengths.

Many boards compile these strengths into a chart so that committee assignments and volunteer work are delegated according to a person’s unique strengths. Each book (below) includes mini-descriptions of each of the 34 talent themes. (For example: my top strength is “Focus®” and Gallup notes that “people exceptionally talented in the Focus theme can take a direction, follow through and make the corrections necessary to stay on track. They prioritize, then act.”

Book Option #1: Living Your Strengths: Discover Your God-Given Talents and Inspire Your Community (order from Amazon)
 Book Option #2: StrengthsFinder 2.0: Discover Your CliftonStrengths (order from Amazon)
 Book Option #3: Strengths Based Leadership: Great Leaders, Teams and Why People Follow (order from Amazon)

If you serve on a church board, you’ll appreciate this personal testimony in Living Your Strengths:

“After serving almost four years on the church board, I had yet to fully know or understand those with whom I was working. The extent of our personal knowledge about one another went little beyond being asked to ‘share your favorite movie.’ 

“At the initiation of a new church board chair and a new executive pastor, we underwent strengths coaching, both individual and team. Everyone engaged in the process, and I learned more about my teammates in one evening than in all my previous years on the board. It was the most meaningful and significant times we’ve spent together.” (Read my review.)

Tool #20 shares ideas and templates for 1) wallet-size strengths cards, 2) tent cards for board meetings, 3) a board chart listing board member names and strengths—within the four arenas discussed in Strengths Based Leadership (Executing, Influencing, Relationship Building, and Strategic Thinking), and 4) a source for attractive coffee mugs listing your strengths.

Order the tools book from Amazon by clicking on this title: ECFA Tools and Templates for Effective Board Governance: Time-Saving Solutions for Your Board, by Dan Busby and John Pearson. The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique uses.

BOARD DISCUSSION: Tom Rath and Barry Conchie write, “While the best leaders are not well-rounded, the best teams are.” How “well-rounded” is our board? Do we know and leverage the strengths and spiritual gifts of our board members to enrich their engagement in God’s work through our organization? 

MORE RESOURCES: In Lesson 25 for the Lessons From the Nonprofit Boardroom Blog, Erika Cole writes, “we are reminded that we all have different strengths, social styles and spiritual gifts (which form the “Three Powerful S’s”). It is a mistake not to consider the unique qualities that each person possesses when considering committee assignments.” Click here to read her guest blog, “Align Board Member Strengths With Committee Assignments.”

Tuesday, February 25, 2020

TOOL 19 - Ten Minutes for Governance


Lifelong Governance Learning—in 10-Minute Chunks!


“Leadership is a complex field,” writes Richard Kriegbaum, “and no one resource can meet all the needs of every leader in every situation.”

So here’s a very, very simple boardroom best practice: In every board meeting, remind board members that good governance does not happen by osmosis. It happens only with intentionality, training, and keeping critical governance topics (like focusing on policy, not operations) on everyone’s radar.

TOOL #19: TEN MINUTES FOR GOVERNANCE
Use this tool at every meeting to enhance lifelong learning.


Tool #19 in the new resource, ECFA Tools and Templates for Effective Board Governance, is one of four tools in Part 6, “Ideas for Better Board Governance,” in this jam-packed 271-page resource. This tool features two templates—and two ideas—for spotlighting good governance in a 10-minute segment at your next board meeting. Pick one!

Why is this important? John Walling notes, “Every board member carries unhealthy baggage into your meeting that passed as normalcy in a previous boardroom.” Thus, your board may find it helpful to return to “Christ-Centered Governance 101” topics frequently!

To get started, create a master list of possible topics (board policies, recruiting board members, understanding financial reports, ten basic responsibilities of nonprofit boards, the distinctives of Christ-centered governance, etc.). You might also find helpful topics using selected chapters from Lessons From the Nonprofit Boardroom (40 lessons) and More Lessons From the Nonprofit Boardroom (40 lessons).

Teachers often learn more than their students, so rotate the leadership of this segment. Give board members advance notice when asking them to prepare a presentation. Suggest that each 10-minute segment include at least four to five minutes of interaction and dialogue. 

Example: “In groups of two, read these 10 listening guidelines and identify the one guideline that is most difficult for you.” (Use a timer that buzzes at 10 minutes.)

In addition to assigned reading prior to board retreats, and inspiring board members to read at least one governance book a year, you’ll discover that a “10 Minutes for Governance” segment at every meeting will keep Christ-centered governance on the front burner.

Order the tools book from Amazon by clicking on this title: ECFA Tools and Templates for Effective Board Governance: Time-Saving Solutions for Your Board, by Dan Busby and John Pearson. The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique uses.

BOARD DISCUSSION: Strong differences of opinion can flare up in the boardroom—often based on a board member’s previous board experience (healthy or unhealthy—yet the only experience he or she has had). Are we in agreement about our “Christ-Centered Governance 101” assumptions—or is it time for a refresher? One option: read the ECFAPress book, The Council: A Biblical Perspective on Board Governance, by Gary G. Hoag, Wesley K. Willmer, and Gregory J. Henson.

MORE RESOURCES: John Walling suggests that you pilot test “10 Minutes for Governance” at your next two board meetings. Then evaluate whether you should add this to your standard agenda. Read his guest blog on Lesson 39 at the Lessons From the Nonprofit Boardroom Blog. Click here.

Tuesday, February 18, 2020

TOOL 18 - Job Descriptions for the Top Leader and Board Chair

The Number One Hiring Mistake!

What’s the Number One hiring mistake? According to the book, You're Not the Person I Hired! A CEO's Survival Guide to Hiring Top Talent, by Janet Boydell, Barry Deutsch and Brad Remillard, it’s this:

“Inadequate job descriptions drove the hiring process; these focused solely on experience and skills, not company expectations. A staggering 93 percent of searches that resulted in new executive failure made this mistake at the outset.”

While you don’t “hire” a board chair—the principles are similar to when boards are recruiting a new CEO. Who should be your next board chair? Use a thoughtful job description to help drive the decision and the discernment process.

TOOL #18: JOB DESCRIPTIONS FOR THE TOP LEADER AND BOARD CHAIR
Use these sample job descriptions for the Board Chair and the CEO and then leverage these insights to refresh your thinking and your annual assessments.


Tool #18 in the new resource, ECFA Tools and Templates for Effective Board Governance, is one of three tools in Part 5, “Policies and Board Responsibilities,” in this jam-packed 271-page resource. This tool features 20 pages of resources on developing and refreshing two critical job descriptions: the CEO and the board chair.

Yikes! The authors of You’re Not the Person I Hired include this poke-in-the-board-ribs:

“The harsh reality is, when you define a job in mediocre terms,
you tend to attract and interview mediocre people.”

As you develop or refresh your board chair’s job description, the tool suggests you consider using David McKenna’s “nine M’s” to frame what he calls the “distinctive role of the board chair for the Christ-centered ministry.” Call of the Chair: Leading the Board of the Christ-centered Ministry lists nine roles:
   • Missionary, Model, and Mentor
   • Manager, Moderator, and Mediator
   • Monitor, Master, and Maestro

Under the “manager” role, McKenna writes, “Like a one-stringed banjo player, the chair will always sound the note reminding the members that the board’s role is policy, not execution.” (See Tool #17: Board Policies Manual.)

Worksheets for the CEO job description are also included in this tool—with thoughtful alignment to the Board Policies Manual template. While many CEOs tend to be overwhelmed with their visionary roles and responsibilities (and detailed to-do lists), Fred Laughlin and Bob Andringa’s book, Good Governance for Nonprofits, nets it out to just two major areas:
   • “Organizational accomplishment of the major organizational goals, and
   • Organizational operations within the boundaries of prudence and ethics established in board policies on Executive Parameters in Part V.”

If you’re starting from a blank sheet of paper, check out the recommended resources, including the ECFA Knowledge Center and the book from BoardSource, The Nonprofit Chief Executive’s Ten Basic Responsibilities (Second Edition), by Rick Moyers

Order the tools book from Amazon by clicking on this title: ECFA Tools and Templates for Effective Board Governance: Time-Saving Solutions for Your Board, by Dan Busby and John Pearson. The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique uses.

BOARD DISCUSSION: This tool suggests that before you write or refresh the CEO and board chair job descriptions, you position your thinking around priorities and results—and read the powerful book, The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results, by Gary Keller with Jay Papasan. Here’s a helpful axiom: “What’s the ONE Thing you can do this week such that by doing it everything else would be easier or unnecessary?” (Click here to read my review.) 

MORE RESOURCES: David McKenna wrote the guest blog for Lesson 22, in Lessons From the Nonprofit Boardroom, by Dan Busby and John Pearson. In “The Most Underrated Board Position,” McKenna writes, “The board chair must have the character of being first among equals in integrity, trust and humility.” Read his blog post here.

Tuesday, February 11, 2020

TOOL 17 - Board Policies Manual (BPM)


Policy: The Board’s Chief Occupation—Not an Occasional Board Chore


Governance Guru John Carver preaches, “Governing by policy means governing out of policy in the sense that no board activity takes place without reference to policies. Most resolutions in board meetings will be motions to amend the policy structure in some way. Consequently, policy development is not an occasional board chore but its chief occupation.”

So do you need a flashlight and emergency provisions to search for all of your board-approved policies over the last five decades? Good news—there’s an easier way! 

TOOL #17: BOARD POLICIES MANUAL (BPM)
Use this tool to create a Board Policies Manual (BPM)—and finally, you’ll have all your policies in one document and always updated.


Tool #17 in the new resource, ECFA Tools and Templates for Effective Board Governance, is one of three tools in Part 5, “Policies and Board Responsibilities,” in this jam-packed 271-page resource. This tool features a 15-page template that will help you include all board-level policies in one simple and clarifying document.

In their very practical and helpful book/tutorial, Good Governance for Nonprofits: Developing Principles and Policies for an Effective Board, Bob Andringa and Fred Laughlin deliver an “add-water-and-stir” template for creating your customized Board Policies Manual (BPM). This living, dynamic document is designed for frequent reference at every board meeting and can be edited for policy adjustments when growth (or decline) or other factors mandate policy changes.

In “Part 1: Introduction and Administration,” the authors list six reasons your board should adopt a BPM:
   1. Efficiency of having all ongoing board policies in one place
   2. Ability to quickly orient and educate new board members and key staff about current policies
   3. Elimination of redundant, or conflicting, policies over time
   4. Ease of reviewing current policy while simultaneously considering new issues
   5. Opportunity to guide the Chief Executive, senior staff, and new board members through clear, pro-active policies
   6. A modeled approach to governance that other organizations might utilize

When your Governance Committee takes on this project, encourage them to use the companion book, Good Governance for Nonprofits, with helpful color commentary on every section and sub-section of the BMP template. This one tool—when properly implemented—will save your board members precious time over the next several years—and help streamline your board meetings. Honest!

Order the tools book from Amazon by clicking on this title: ECFA Tools and Templates for Effective Board Governance: Time-Saving Solutions for Your Board, by Dan Busby and John Pearson. The book gives you full access to all 22 tools and templates—formatted as Word documents so you can customize the tools for your board’s unique uses.

BOARD DISCUSSION: At our recent board meetings, did discussion on some agenda topics go on and on and on? Was the discussion tied to an outdated policy or the lack of a policy? Is it time to gather all of our policies into a BPM? 

MORE RESOURCES: Bob Andringa writes, “For every hour spent on creating and maintaining a Board Policies Manual, at least three hours of board and committee meetings will be saved before too long. It’s a ‘living document,’ always reflecting the latest wisdom of the board.” Read his guest blog, “Do Unwritten Board Policies Really Exist?” from Lesson 4 in Lessons From the Nonprofit Boardroom, by Dan Busby and John Pearson. Click here to read more.