CLAIRE THOMPSON

ROBERT BURKEOCTOBER 20, 2010

UWEX CRD Symposium Presentation

NONPROFIT ORGANIZATION & BOARD DEVELOPMENT:BUILDING ON BRYSON

Agenda

Why did we develop this program?

What did we do? What were the

results? Our reflections Question & Answer

Why did we develop this program?

What did we do?

Format, length, logistics

Chose topics Conducted

research and source materials

Received grant Marketed program

Essentials for Nonprofit Leaders Financial Responsibilities of the

Board

Managing Effective, Efficient & Enjoyable Board Meetings

Succession Planning Leading in a Changing

Environment

What did we do? The Curriculum

Get on Board! Essentials for Nonprofit Leaders Understand the operating context

of nonprofits today Understand the ten basic

responsibilities of nonprofit boards Understand their responsibilities as

an individual board member Live Polling via Turning Point

Financial Responsibilities of the Board

Participants will have a greater awareness of their fiduciary responsibilities

Understand the importance of planning and budgeting for their nonprofit

Understand basic financial statements of nonprofits

Basic understanding of Federal requirements

Interactive Teaching Turning Point

Managing Effective, Efficient & Enjoyable Board Meetings Understand key steps in

planning their meetings Improve understanding

and ability to contribute to making a meeting successful and effective

Improve understanding and practice of facilitation and decision making techniques

Board Role Play

Succession Planning through Leadership Activities

Understand differences in succession planning for paid staff, board leadership, and founder transitions

Take tools and examples back to their organizations and utilize

Scenario Discussions – Small Group

Participants will learn how the elements of effective boards presented in previous sessions tie together for the long term health and vitality of the organization

Leading in a Changing Environment

Participants will increase their awareness of major trends affecting the nonprofit sector Demographic Shifts Technological Advances Networks Abound Civic Engagement Sector Bending

Understand major trends and evaluate implications to their own organizations

Think-Tank Approach, Discussion

What were the results?

Workshop attendees will report an increase in knowledge in the organizational development issues associated with the workshop, as measured by end-of-workshop surveys.

Participants attending multiple workshops will receive a follow-up survey asking if their board of directors is operating more effectively as a result of attending the workshops.

What were the results? (con’t) 75% response rate (67 out of 85 participants) 84% (56 out of 67) of respondents indicated

an increase in knowledge or understanding of the subject matter at hand, as measured by: End-of-session questionnaire Retrospective pre-test question

Average increase of 1.28 points on a 5 point scale

Lowest increase (1.0 point) in Financial Responsibilities

Highest increase (1.77 points) for Leading in a Changing Environment

What were the results? (con’t)

Follow-up interviews (to date) indicate some level of organizational change New policies and/or

practices Individuals benefitted, but

weren’t comfortable transferring that knowledge

Five “encore” engagements of more in-depth education and/or planning with groups They see a real need to

“professionalize” They have a commitment to

change/develop

A special thank you to the Dominion Foundation for their financial support.

Thank You!