Transcript Slide 1

BoardsMTO
Strategic Thinking
designed expressly for…
ARSL 2012 Conference
Michael Kumer, Boards Made to Order
2012
[email protected]
We’re a CBO!
The Board’s Number One
Leadership Responsibility!
Create
the
Future!
Dream Bigger Dreams!
"The greatest danger for most of us is not that our aim is too high and we
miss it, but that it is too low and we reach it."
-Michelangelo
"It is not because things are difficult that we do not dare, it is because we
do not dare that they are difficult."
-Marcus Annaeus Seneca
"If one advances confidently in the direction of his dreams, and endeavors
to live a life which he has imagined, he will meet with a success unexpected
in common hours."
-Henry David Thoreau
"I can teach anybody how to get what they want out of life. The problem is
that I can't find anybody who can tell me what they want."
-Mark Twain
What do you see?
Vision Statement
Your dream
vacation
Sample Vision Statements
A national association dedicated to seniors: A hunger-free country by
2020.
A social services agency: We will have a community in which no one is
cold, hungry or alone.
A behavioral care agency: Our community is sober and healthy for all
its residents.
A Big Brothers Big Sisters entity: Every child in our community has the
support, guidance and friendship of an adult mentor.
A community development agency: Downtown Pittsburgh is one of
America’s great urban centers.
Vision Statement Attributes
•One sentence (“fits on a teeshirt”)
•Is community based
•Concisely expresses a specific
destination
•Specific, measurable & timebound
A Vision Statement for Your
Community…
Mission Statement
Mission vs. Vision?
add “ARY”
to the end
Sample Mission Statements
American Heart Association: To reduce
death, disability and risk from
cardiovascular disease and stroke.
Beaver County Humane Society: To
provide shelter for unwanted stray
animals.
Mission Statement Attributes
•One brief sentence (“fits on a teeshirt”)
•Is agency based (and unique to your
agency)
•Statement of Purpose
•Answers the question: Why do we
exist?
•Bold language that appeals to the
head and the heart
A Mission Statement for
Your Agency…
Values Statement
Boards face values-based dilemmas at the board table all the time:
•Are there groups from whom it is not ok to accept donations?
•When a board member betrays a confidential matter, what should
we do?
•If our organization survives for year-to-year, but the community is no
different, is that OK? Why or why not?
•If our organization experienced tight budget times, would we sacrifice:
program quality; number of programs; none of the above?
•When is it OK to cut corners?
Sample Values Statement
Center for Creative Leadership
We believe:
•Leadership can be learned – every individual has the opportunity
to exercises leadership and the ability to grow his or her leadership
skills.
•Leadership is a shared process exercised collectively by groups of
people.
•Smart people are not enough. What truly matters are the
relationships between the people you have. How well they work
together defines what they can accomplish together.
Sample Values Statement
North Hills Community Outreach
Our Values
• Faith: Recognizing the love of God for everyone
• Compassion: Treating all individuals with dignity,
understanding and caring
• Empowerment: Fostering self-sufficiency and improved
quality of life
• Stewardship: Managing our resources in a trustworthy
and responsible manner for the good of the community
Sample Values Statement
Community Design Center of Pittsburgh
we firmly believe…
Pittsburgh is on the verge of growth
(in the coming years, we’ll be netting new
investment and population)
And we won’t have a quality system
without…
A broad civic alliance campaigning
for better results
(to keep the system accountable to the
vision and voice of “we the people”)
key to that growth and our region’s
livability are…
Great places and buildings
(they provide quadruple ROI: economic,
environmental, social & visual)
but new investment won’t be protected
and sustainable without a…
High quality, high-performing planning
and design system
(the public policies, plans, people, and
processes that aid and manage growth)
Strategies
How do we
get from
here to there
Strategy Development
•Use large Post-it notes and felttipped pens
•Brainstorm (Bill Gates dropped
by and gave us…)
•Remove duplicates
•Place in columns (“families”)
•Title each column (examples…)
Sample Categories
•Programs
•Resource development
•Board and staff development
•Advocacy
•Marketing
Who is Pareto?
?
? ? ???
?
? ??
Organization Name:____________________________________ Date:_________________
Sample
Strategies
Programs
Facilities
Fundraising
Board
Development
Staff
Objective
(metrics)
Accountability
Deadline
Resources
Board & Staff Responsibilities
Board
•Determines vision, mission
and values
Staff
•Generates the detailed plan
Exception
•Board Development is solely
the board’s responsibility
The Three W’s
•What?
•Who?
•When?
Sample Tactical Plan
Strategic Plan For:________________________
Date:____________________
Strategy
Objective
Action Steps
Accountability
Time Frame
Budget
Monitoring
Develop a program to regularly monitor
the progress of the Plan
Connect…
board meetings, with…
the monitoring program,
with…
the reporting system.
Updating
Regularly (i.e.,
every 6 months or
so) update the Plan
to acknowledge
changing
conditions.
Chief Accountability Officer
•Assure that the Board of Directors keeps the Plan at the forefront of
its thinking
•Ensure that the Plan has a presence as a high priority Agenda item
at each and every board meeting
•Accentuate the implementing, monitoring and constant updating of
the Plan
•Assure that contemporary board decisions are reflected in
subsequently updated versions of the Plan
•Monitor Board members (individually and through committees) and
the CEO in terms of their accountability, deadline date(s), and
anticipated completion of a strategy.
Quote From Anthony Robbins
The truth of the matter is that there's nothing you can't accomplish
if:
(1) You clearly decide what it is that you're absolutely committed to
achieving,
(2) You're willing to take massive action,
(3) You notice what's working or not, and
(4) You continue to change your approach until you achieve what you
want, using whatever life gives you along the way.
-Anthony Robbins
American Author, Speaker, Peak- Performance Expert/Consultant
What did you learn?
What will you do with what you’ve learned?
Resources
Michael Kumer
BoardsMTO
[email protected]
412.965.5791