Blog - UST
June 13, 2014
Right From the Start: What Your Board Needs in 3 Easy Tables
Written by Karen Beavor and re-published by permission of the Georgia Center for Nonprofits Just as important as developing a deep individual relationship with each board member, it’s also important to understand what your team of individuals amounts to, and what qualities, skills, and connections it still needs to fulfill all your organization’s strategic goals—that is, to become a well-rounded, fully-functional superteam capable of taking on any challenge. If constructed wisely, your board can work as your organization’s personal consulting team.
To figure out what kinds of individuals your team has, and what skills it still needs, you need a process for discerning assets and talent gaps on your board, in relation to your strategic goals. To do that, I advocate laying out your strategic goals and the skill sets necessary to achieve those goals, then determining which of those skill-sets your board already has on-hand. In our years training nonprofit EDs and boards, Georgia Center for Nonprofits has developed a simple method for producing three handy reference charts that will align your organization’s goals with the skills available from the board. Properly aligned, that board can effectively drive initiatives to success, through advisement, the ability to connect or uncover resources, or literally by leading problem solving.
Moreover, when building a team, it is important to understand that you are also building a culture. Paying attention to the kind of board culture you want, and interviewing candidates for attributes as well as skills, will ensure that the board is in full alignment with the needs and values of the organization.
By implementing an intentional process for discerning strengths and gaps on the board, vetting candidates and prioritizing them appropriately, you’ll find not only that your candidates are better suited to the work at hand, but that new members will begin their tenure with clearly-defined roles.
[caption id="" align="alignright" width="332"] A sample Strategic Needs Table, listing strategic goals and the skill sets needed to execute the strategies involved. Note that contract expertise is useful for more than one goal, meaning that particular skill-set should be a priority.[/caption]
Who You Need
Our foolproof methodology begins with a Strategic Needs Table.
Start by placing your organization’s strategic goals across the top row of a table. Think about the strategies you’ve decided on to reach those goals, and list the skill sets you’ll need to accomplish them beneath.
If your goal is to, say, increase the availability of quality affordable housing, one of your strategies might be to purchase and rehabilitate foreclosed properties, then rent them at an affordable rate. For that, you probably need a number of skill sets: real estate expertise to negotiate deals, banking expertise to assist with financing, an attorney to manage contracts, and a contractor for renovation and maintenance.
As you look across all your goals and strategies, you’re also looking for repeating skill-sets. The need for an attorney, for instance, might arise across a number of goals. Therefore, having an attorney on your board might become a priority position to fill. This person could provide legal advisement, connections to other attorneys, or legal resources and guidance.
Who You Have
[caption id="" align="alignright" width="329"] A sample Current Board Inventory, listing current board members in the left-hand column and skill-sets needed across the top row. Note that no one in this list possesses expertise in contract law, meaning this is a skill-set you should look for in your next board recruit.[/caption]
Before you can determine the types of board members you need to recruit, you’ve got to understand who on the board already understands the ins and outs of each strategy. To do that, you’ll need to construct a Current Board Inventory.
That means creating another table, this one listing the skill-sets identified by your Strategic Needs Table across the top row, and your current board members down the left-hand column. For each board member, put a check beneath the skill sets they possess. If you don’t yet know your board members well enough to make an accurate inventory—and don’t assume you do—I advise creating a short survey that you can send through email or conduct over the phone. Be sure to ask about current and past employment; significant hobbies; major corporate, philanthropic, or donor relationships; professional association involvement; political positions held; and any other boards served on. You may be surprised!
With your board inventory finished, you should be able to see, at a glance, the strengths your board possesses and the gaps that need filling. That table should allow you to create a prioritized list of skills, talents, and connections you must seek in the next board members you recruit.
Who You Want
[caption id="" align="alignright" width="422"] A sample Recruit Attributes Chart, listing recruitment possibilities in the left-hand column, and desired attributes across the top row. From this chart, it’s easy to see that Candidate A and Candidate E make the best “fit” with regards to the qualities you want in a board member.[/caption]
You should also take time to decide what you want in your next recruit, because you are creating a board culture as much as you’re seeking skills—and it won’t matter how many strategic needs a particular candidate fills if there’s no cultural fit. If they can’t connect with your organization, chances are they won’t stick around long enough make an impact.
To come up with a list of desired cultural attributes, think about the foundational values of your organization, the work style of your staff and programs, and the qualities you most appreciate in the board members you have. These might include an affinity for improvisation (or for long-term planning); an attitude of positivity and agreeableness (or skepticism and challenge); a certain geographic reach; a kind of diversity (racial, gender, socioeconomic, political); a particular community connection; or the ability to make a personal gift, or to get others to give. (At one nonprofit we work with, the key attribute is “nice.” That’s their code for assertive and positive, rather than contentious or argumentative.)
Once you’ve decided on these key attributes, you can create a Recruit Attributes Chart, much like the Current Board Inventory, accounting for these qualities in the candidates you interview. With that table, you can prioritize recruits who fulfill the same skill-set by their “fit”: that is, how many cultural attributes one marketing expert fulfills compared to the other marketing experts you’re interviewing.
Of course, all of this is just preparation for your real work with the board: empowering your organization to fulfill all the promise of its mission. From here, it’s up to you to develop a purposeful, intentional plan that takes advantage of all the skills and strengths your board members possess.
Access more GCN resources on board building and engagement at GCN.org/Boards.
Karen Beavor is President and CEO of the Georgia Center for Nonprofits. Since 1998, Beavor has led GCN’s growth into a leading state association empowering nonprofits through education, advocacy, research, consulting and business support services. Karen has served as a board member or advisory board member of a variety of civic and nonprofit organizations including the Unemployment Services Trust; National Nonprofit Risk Management Center; and The Foundation Center–Atlanta. Karen has received the Martin Luther King Leadership award and the Harvard Business School Club of Atlanta’s Community Leader Award. She is a member of the 2000 class of Leadership Atlanta and 2003 Coca-Cola Diversity Leadership Academy, and a graduate of Agnes Scott College. About Georgia enter for Nonprofits
The Georgia Center for Nonprofits builds thriving communities by helping nonprofits succeed. Through a powerful mix of advocacy, solutions for nonprofit effectiveness, and insight building tools, GCN provides nonprofits, board members, and donors with the tools they need to strengthen organizations that make a difference on important causes throughout Georgia. Learn more at gcn.org.
June 09, 2014
Seeing Voluntary Turnover as an Opportunity for Improvement
June 05, 2014
96% of Members Would Recommend the UST Program to their Nonprofit Peers as a Valuable Cost-Saving Opportunity
May 30, 2014
Employee Engagement: Is Your Model Working?
How your employees approach their responsibilities and relationships within your organization dictates its level of success. However, how you choose to conduct yourself as a leader sets the tone for your employees’ overarching sense of accountability—which can create either a trusting, or toxic, work environment.
In order to be a great leader, one must educate, coach, empathize, encourage, and sometimes discipline employees. According to Simon Sinek, who was recently featured in TED2014, being a good leader is like being a parent –the main objective is to provide your workers the necessary tools to be successful and grow. Holding your employees accountable for their actions allows them to take ownership of their actions, and forces them to take responsibility for their successes and failures.
For nonprofits, who are often restricted by budgetary concessions, high morale and cooperation are driving forces required for mission advancement. Such internal drive can only be cultivated through feelings of security.
When employees feel as though they are being looked after and respected by their leaders, they develop a greater willingness to take initiative.
Great leaders also sacrifice for the well-being and safety of their staff. Selfless actions from a leadership figure will cause a domino effect of trust within an organization. And when the relationship between employer and employee improves, employees spend more time and energy devoted to strengthening the organization as a whole.
To learn more about what it takes to be a great leader, watch Simon Sinek's video.
Read more about leadership management tips here.
May 27, 2014
Meet US(T) Mondays- Laurie
May 22, 2014
The Headaches of Applying for & Receiving Grant Money
May 21, 2014
How the State Unemployment Trust Fund Debt is Affecting Your Organization
May 19, 2014
Meet US(T) Mondays- Adriana
May 16, 2014
U.S. DOL Releases UI Solvency Report
May 14, 2014
May is Mental Health Month
May 06, 2014
The Human Services Council of New York endorses the Unemployment Services Trust
April 24, 2014
Could Nonprofits Lose Employees to Business?
April 21, 2014
UST Helps Members Make Their Unemployment Claims Experience More Eco-Friendly with E-Filings
Every day is Earth Day for nonprofit members of the Unemployment Services Trust (UST) who are reducing their paper trail. More than 91% of the organizations that participate in the UST program now handle the details and filing of their unemployment claims online. 68% of UST members are participating in the online unemployment claim dashboard that allows them to view claims detail related to their organization and process information requests from the state. And an additional 23% of UST members have elected secure email channels as their method of claims response, further eliminating paper waste and increasing the speed of communication.
April 14, 2014
The Foster Family-based Treatment Association endorses UST to Help Member Organizations Thrive
April 07, 2014
UST Found More than $3.5 Million in Savings for Nonprofits
Last year the Unemployment Services Trust (UST) identified $3,532,485.26 in unemployment tax savings opportunities for more than 200 nonprofits that requested a Savings Evaluation. Additionally, UST found $1.7 million in state errors that were credited back to current participants in the UST program after state charges were carefully audited by the claims administrator.
April 03, 2014
Recruiting the Right Employee: Conclusion
April 02, 2014
Recruiting the Right Employee: Part 3- Posting and Screening for Specialized Positions
March 27, 2014
Recruiting the Right Employee: Part 2- Posting and Screening for General Positions
March 26, 2014
Recruiting the Right Employee by Posting Jobs in the Right Place: Intro
February 06, 2014
Long-Term Unemployment Benefits Bill Falls Short
January 29, 2014
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January 28, 2014
Understanding Your Future Leadership Needs
January 26, 2014
Before You Add a New (Young) Board Member, Read This!
January 12, 2014
Pictures, Pizza and Philanthrophy
January 08, 2014
Unemployment Services Trust Helps Nonprofits Access Expert HR Hotline and Resources
January 05, 2014
Case Study: Protection When You Most Need It
The South Central Behavioral Health Network (SCBHN) is made up of 39 mental health and substance abuse programs that are funded by the Connecticut Department of Mental Health and Addiction Services. Focusing on programs that benefit the homeless and addicted populations served by member agencies, SCBHN runs multiple programs that offer addiction counseling and support, job training, and grants for consumer-run projects.
It also operates a very successful program which allows homeless people to move into sober living houses and provides them with case managers.
Each year, the SCBHN houses more than 130 people, and their programs focus on helping people successfully stand on their own two feet. Believing that those who have already experienced the success of conquering addiction and homelessness provide the best examples to those still struggling, SCBHN provides those connections and helps make sure that peer counselors are always available.
A very unique program, SCBHN began as a membership organization for the substance abuse and mental health organizations in the area surrounding New Haven, CT. Now providing direct services to clients of their membership agencies, SCBHN faces a challenge because they have committed themselves to hiring peers to help those they serve. For them, this means that they have committed to hiring two part-time peers for each position, instead of one full-time entry level employee who had never experienced the hardships of homelessness, substance abuse, or mental health concerns. In the last few years, SCBHN has been “hurt around the edges” as donors for their homeless programs dropped out, which forced them to cut back on the number of people they can serve, even as the population grew.
Needing to save money and feeling that self-insuring is far too risky for the majority of nonprofits, SCBHN joined UST and was able to see an immediate decrease in their annual rates.
“What’s the downside of joining UST?” asked Executive Director Edward Mattison. “I certainly confess that I didn’t pay any attention to unemployment before it became important, but the Trust is less expensive than staying with the state and it’s far less risky than trying to self- insure.”
Mattison’s sentiment proved to be extremely true when SCBHN was forced to dismiss an employee who clients alleged was stealing money from them. After dismissal, the employee filed for unemployment benefits claiming she deserved them for her work at the agency, but SCBHN felt that she had harmed clients and should not receive benefits. “The claims staff has [always] been very helpful for us in prepping us for claims interviews and hearings,” said Mattison.
Working with their claim monitor and hearing representative to figure out how to best approach the situation, what documentation to provide for the hearing, and who should be interviewed, SCBHN was able to win the claim early on.
“I’m not a person who wants to deny people their rights, but the idea that someone who was allegedly stealing from clients should receive benefits made me very angry,” said Mattison.
Looking to save on operational expenses, SCBHN learned about UST and the benefits of joining a Trust. Being offered substantial savings which allowed them to put more money back into their homeless programs, SCBHN finds UST to be important to their mission because, in part, they are protected from high state rates and can get help in defending themselves against fraudulent or inappropriate unemployment claims.
In the case of the fraudulent claim, claims representatives were able to help SCBHN collect all the necessary information for the unemployment hearing they had requested. Organizing statements, testimony, and the evidence, their representative was able to help SCBHN successfully defend themselves against the claim and save their homeless clients from being offered fewer services. UST's claims administrator then went on to help SCBHN set up stronger documentation systems to prevent any future issues with employees who harm clients.
December 08, 2013
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December 03, 2013
#GivingTuesday and the #Unselfie Bring In the Big Bucks
December 01, 2013
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