Tuesday, November 12, 2019

TOOL 4 – Five-Finger Feedback


Fast Feedback in 3 Minutes!

Ken Blanchard reminds us that “feedback is the breakfast of champions.” And Romans 12:3 (NIV) cautions: “Do not think of yourself more highly than you ought, but rather think of yourself with sober judgment…” 


So here’s a Fast Feedback Tool that will immediately improve your board and committee meetings. 

TOOL #4: FIVE-FINGER FEEDBACK
Use This Tool to Enrich Engagement and Immediate Feedback


Tool #4 in the new resource, ECFA Tools and Templates for Effective Board Governance, can be used creatively with the other 21 tools.

At the conclusion of a board’s Nominating Committee meeting we facilitated, the newly elected committee chair asked for feedback.

“At every board or committee meeting I chair,” he told us, “I always ask each participant to rate the effectiveness of our meeting. So on a scale of one to five (five is high), I’ll ask each of you to give me your rating. How did we do?”

The committee members each shared their rating—holding up the appropriate number of fingers—and also shared the rationale for the rating. Next, the Nominating Committee chair gave his rating—a five—which was an encouragement to everyone.

At our next meeting, I know two things will happen:
1) We’ll be asked to rate the meeting.
2) Throughout the meeting, we’ll be thoughtfully contributing (listening more than talking) to help the ratings stay high!

It’s a brilliant idea—and it took less than three minutes.

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: What if…you’re the chair and the Five-Finger Feedback exercise reveals low scores (just one or two fingers up)? What would you say or do?

MORE RESOURCES: If you prefer paper-and-pencil surveys, check out the “Bonus Resource Tool” on page 30. You can download, customize and then distribute this quick five-question survey just before adjournment. The five-minute evaluation asks board members to rate their preparation, their engagement in the meeting, and the overall engagement of the board. Plus, there’s room to list a highlight and a “lowlight.” The last question is a fill-in-the-blanks request: “Next month’s meeting would be more effective if…”

Tuesday, November 5, 2019

TOOL 3 – Board Nominee Orientation: Table of Contents


Don’t Swallow the Board Myth!

“Recruit board members for their passion, not their position. Don’t swallow the board myth that says you need a CPA, an attorney and a fundraiser on your board. People in those positions might make great volunteers, but less-than-loyal, uncommitted board members are the last thing your organization needs.” (From: Chapter 14, “The Board Bucket,” in Mastering the Management Buckets, by John Pearson)


So how do you ensure that you have the right board candidates in your prospect pipeline who also understand your history, your culture, your strategic plan—and the dozens of other topics and issues that nominees should understand before they join the board? This tool will help! 

TOOL #3: BOARD NOMINEE ORIENTATION: TABLE OF CONTENTS
Inspire Qualified Board Prospects to Consider Board Service—by Giving Them a Comprehensive Overview of Your Governance Documents


Tool #3 in the new resource, ECFA Tools and Templates for Effective Board Governance, builds on the first two tools—“Tool #1: The Pathway to the Board,” and “Tool #2: Board Nominee Suggestion Form.”


This 31-tab table of contents can be created in a three-ring binder (for old school board prospects), or created in a password-protected online version. It includes seven sections:
   • Introductory Materials
   • Board of Directors (bylaws, Board Policies Manual, recent board meeting agendas, etc.)
   • Finance, Budget, IRS, ECFA Reports
   • Strategic Plan and Metrics 
   • Team Members (organizational chart, senior team mini-bios, StrengthsFinder assessments, etc.)
   • Development (three-year goals and the fundraising role of board members)
   • Programs and Services (a “menu” of programs—and the annual evaluation process)

What Does Our Primary Customer Value? In the strategic plan section, many boards include their answers to Peter Drucker’s “Five Questions Every Nonprofit Organization Must Answer.” The 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?

Many Nominating Committees will keep an updated version of the Board Nominee Orientation Materials (a three-ring binder or an online version) and use it as part of the “dating” process with a serious board prospect. 

But caution! Your prospects will likely be diverse. Using the social style language—are they analytical, driving, amiable, or expressive? So customize your one-on-one conversations according to your prospects’ social styles (not yours!):
   • Analyticals appreciate facts and information.
   • Driving styles prefer bullet points and executive summaries (don’t mention 31 tabs!).
   • Amiables are inspired by relationships and stories.
   • Expressives absolutely love four-color documents and Big Visions about the future! (And, if there’s a microphone in their future—they are blessed!)

For more on social styles—and how to communicate effectively with each style/board prospect, you’ll enjoy reading How to Deal With Annoying People: What to Do When You Can’t Avoid Them, by Bob Phillips and Kimberly Alyn.

You can 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: In the four phases of board recruitment—Cultivation, Recruitment, Orientation, and Engagement—where are we the most effective and where are we the least effective? What’s our next step? 

MORE RESOURCES: Download the short video, the facilitator guide, and the viewing guide for “Recruiting Board Members - Leveraging the 4 Phases of Board Recruitment: Cultivation, Recruitment, Orientation and Engagement,” the first of four resources in the ECFA Governance Toolbox Series. Click here.