VIRTUAL TRAINING CENTER
STRENGTHENING ORGANIZATIONS THAT STRENGTHEN OUR COMMUNITY
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-Successful organizations have strong boards. Maximize your board service.

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Length: 1 hour total

 

10 RESPONSIBILITIES OF UTAH'S NONPROFIT BOARD MEMBERS

Here you are: a Nonprofit Board Member! Now what? What is a Board of Directors and what are your responsibilities?

In this video, Pat Bair will discuss in detail the duties and responsibilities of a Nonprofit Board member to ensure that you are fulfilling your responsibilities with care and integrity.

BOARD ENGAGEMENT

Think back to how you ended up on a Nonprofit Board:

  • Someone invited you to a meeting and then they asked you to keep coming;
  • A friend begged you to come on to the Board and you showed up; or
  • You were recruited through an application format and was formally oriented and mentored.

Whatever the mechanism, you are here and now it is up to you and your Board members to ensure that you stay engaged, informed, and effective. 

In this video, Pat Bair will discuss how to engage your Board in REAL activities to strengthen and support your nonprofit. Included in the “Toolkit” are handouts on:

  1. “What’s the Motivation”
  2. Sample Board Meeting Agenda
  3. Educating Board Members
  4. 20 Topics for Board Education
  5. Sample Conflict of Interest Form
  6. Sample Action Item Form

EFFECTIVE BOARD MEMBER RECRUITMENT

Often Board Member recruitment equals begging, dealing, and deferring to personal whims.  But every Nonprofit Board needs a thoughtful, intelligent recruitment process led by a Board Development Committee.

In this video, Pat Bair leads your Board through the process of how to organize a recruitment package and how to recruit individuals who will provide the skills necessary to grow and strengthen your organization.  Included in the “Toolkit” are handouts on:

  1. Sample Board Member Expectations
  2. Sample Board Member Nomination Form
  3. Sample Board Member Application Form
  4. Sample Board Member Commitment Agreement
  5. Sample Conflict of Interest Form
  6. Heart & Head Organizational Information Sample

LEADERSHIP TRANSITION

In this video, Pat Bair discusses the tips for hiring a new Executive Director/Chief Executive Officer.  She leads you to consider what makes for a “bad” transition and the elements needed to ensure that there is a “good” transition.  She touches on the need for an Action Plan which will dictate the transferable skills and character traits to look for in your new Executive.

Included in the “Toolkit” are handouts on:

  1. Grant of Authority
  2. Transferable Skills
  3. Character Traits
  4. Critical Tasks Checklist for New CEO

THE MAGIC AND MYTHS OF FUNDRAISING

So whose job is it to fundraise? Isn’t that the ED/CEO’s job? Can’t we just hire a Development Director and not have to do any of that?

In this video, Pat Bair leads the Board through the responsibilities of fundraising, explains the difference in restricted and unrestricted funding, and spurs discussion on the types of fundraising a Board can conduct (active, passive, electronic, etc.) In addition, she emphasizes the importance of maintaining your donor base and developing a Stewardship Calendar.

Included in the “Toolkit” are handouts on:

  1. Heart and Head Organizational Information Sheet
  2. Advertising or Sponsorship
  3. Stewardship Calendar
  4. Principles of Fundraising

STRATEGIC PLANNING

There’s a wonderful bit of Chinese wisdom that asks, “When is the best time to plant a tree?” The answer is “20 years ago, but the next best time is right now.”  So it is with Strategic Planning.

In this video, Pat Bair walks you through the process of creating a strategic plan with emphasis on a usable Action Plan which will guide your actions as you accomplish your goals, mission, and vision.

Included in the “Toolkit” are handouts on:

  1. Strategic Planning Exercise
  2. Sample Action Plan Format

Produced By:

Utah Nonprofits Association


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