Berkeley Board Fellows places grad students as members of nonprofit boards of directors for one academic year. It is the largest Board Fellows program in the country and is co-sponsored by Haas Net Impact student group. Visit http://bit.ly/boardfellows
3. Welcome
Nora Silver, Director and Adjunct Professor, Center for
Nonprofit and Public Leadership
Paul Jansen, Adjunct Professor, Center for Nonprofit
and Public Leadership and Director Emeritus, McKinsey
& Company
Alison Brock and Ariel Dekovic, MBA 2013
Net Impact Co-Vice Presidents
4. Center for Nonprofit & Public Leadership
Center Mission
Inspire leaders to create and seize
opportunities to achieve social impact
across sectors.
Berkeley Board Fellows
Preparing the next generation of board
leaders
8. Purpose
Students
• Work at the highest level of an organization with dynamic and
experienced board members
• Understand governance and develop valuable governance skills
• Learn leadership skills
• Understand the intersection of the business and nonprofit sector
• Make an impact on your local community
Nonprofits
• Access new skills and a fresh perspective
• Receive a valuable work product
• Develop skills in recruiting and working with young,
professional board members
• Mentor future social sector leaders
8
9. Fellow Commitment 8-10 Hours per Month
Board Service
• Fellow actively participates as a non-voting board
member
Board Committee Participation
• Fellow serves on a board committee or task
force, usually based on the content of the project
Board-Level Project
• Fellow completes a project on a critical board
need (working in pairs when matched)
10. Sample of Past Projects
MARKETING FINANCE
• Brand audit • Financial analysis of
• Market research underperforming programs
• Analysis of the organization’s • Financial sustainability model to
value to clients determine fundraising needs
• Financial reporting development
OTHER
• Program evaluation STRATEGY
• Implementation plan for an • Strategic plan for leveraging social
alumni association networking technology
• New online fundraising tool • Feasibility study of a new service
• Progress reporting tools to • Development plan for recruiting next
inform the board on a major generation board members
organizational overhaul
11. Mentor Commitment
INTRODUCE
COACH Provide a formal
Guide and coach the introduction to the
fellow organization, the
board, and its work
INTEGRATE ENCOURAGE
Include the fellow in all Encourage the fellow to
board meetings and
actively contribute
connect with key
board/staff/stakeholders
his/her perspective
12. Program Year (October – May)
Coaching Deliverable: Fellows Final
Kick-off Session
sessions Update Workshops deliverable
(October)
(November) (December) (February) (Mid-May)
Regular attendance at board and committee meetings
Oct 24 Nov 9 May 3
Nov 27 Feb 8
Kickoff Project Finale
Fellow Board
scope
Workshop Workshop
due
12-2pm 4-6pm
13. Dates Impacting Students’ Availability
Fall Final Exams……….….....………..Dec 4th-12th
Winter Break (travel)…………Dec 17th-Jan 21st
MBA Classes Resume.…..………..……..Jan 22nd
Exam Week..………………..………..Mar 11th-15th
Spring Break…………...….…………Mar 25th-29th
Spring Final Exams….……..……..May 13th-18th
14. Introduction to Governance –
Why do Boards Exist?
• Hold public benefit corporation “in trust” for the
community
– All corporate powers exercised by or under direction
of the board
– Substitute for shareholders and/or represent
members
– Prevent nonprofit executive abuse and protect
donors
• Legal duties:
– Care (prudent person)
– Loyalty (put organization first)
– Obedience (faithful to mission and laws)
14
15. Types of Boards
Organizing Board
– small, homogeneous, informal
– committed to purpose, often very hands on
– “leading boards” and “following boards”
Governing Board
– larger and more diverse
– committees become important
– shared authority between board and staff: board chair and executive
director are principal leaders
– transition to governing board takes at least 3 years and a lot of staff time
Institutional Board
– largest (35-60 or more)
– often prestigious -- includes large donors or those with access to funders
– key role in fundraising
– sometimes delegates governance tasks to executive committee
15
16. 9 Responsibilities of Nonprofit Boards
• Select, evaluate
and develop CEO
• Shape, clarify • Ensure adequate
mission and financial
vision resources
• Engage actively • Lend expertise;
in strategic provide access to
decision making people
and policy • Enhance
decisions reputation of
Monitor and improve performance organization
• Oversee financial management, ensure
appropriate risk management
• Monitor performance, ensure accountability
• Improve board performance
16
17. Lessons From Our Research
– There are 9 clearly defined roles of a nonprofit board, with a gold
standard of performance for each
– Lots of ways boards, as entities and individuals, can help. Pick
your spots carefully to allot valuable time where needed most
– Recognize performance and risk management as one of the
nonprofit board's core roles
– Good governance is execution, so sweat the little things: good
meeting agendas/materials, open communication, having fun.
– Invest significant time in board evaluation and continuous
improvement
17
18. Resources
• Center Faculty and Staff
• Coaches
• Nonprofit Boards Class – Spring, 2 Sundays (Fellows)
• Student and Mentor Program Guides (pdf)
• Fellows have access to:
• Other Online resources
• Guidestar.org
• www.boardcafe.org
• Boardsource
• www.bridgespan.org
• Foundation Center
• www.compasspoint.org/
• Chronicle of Philanthropy boardbasics
All info available at
http://bit.ly/boardfellows
19. Coaches
Coach Subject
Bob Miller Children & Youth, Education
Colin Boyle Health
Delphine Sherman Education
Jamie Allison-Hope Children & Youth
Jay Espovich Human Services
Jessica Mancini Economic Development
Lynne LaMarca Heinrich Arts & Culture
Nora Silver Social Justice, Other
Paul Jansen Int’l Development, Environment
Provide guidance and resources
Work with Fellows from approximately 5 organizations
Assignments based on board experience and industry knowledge
20. Panel
• Aylin Bell, MBA 05
– Board Mentor, South of Market Child Care
• John Zowin
– Board Mentor, Society of St. Vincent de Paul of
Alameda County
• Lloyd Noronha, MBA 12
– Board Fellow & Mentor, Leadership High School
• Mike Ciccarone, MBA 13
– Board Fellow, Berkeley Public Education
Foundation
21. How Board Fellows Add Value
• Skills and expertise (own and accessed)
• Preparation
• Teamwork
• Ask and speak up
• Fresh set of eyes
• New contacts
22. Mentor-Fellow Discussion
• Fellows and Mentors are at the same table
• Coaches are seated with their group and will
introduce themselves
• Find others from your nonprofit
• Take the rest of the time to discuss your
expectations of the experience (next slide)
23. Mentor-Fellow Discussion
• Personal introductions
• Project Scope (due November 9th)
– Problem to be solved
– What information/analysis is needed
– Deliverables
– Timing
– Process for working with mentor/organization
• Integrating fellow into the board
– What kind of board is it? Members? Style?
– Getting engaged- introduction, committee
– Meeting dates
24. Stay Connected & Tap Into Resources
Email: socialimpact@haas.berkeley.edu
Facebook: http://bit.ly/cnpl-fb
Board Fellows website: http://bit.ly/boardfellows
The Business of Making a
Difference Starts Here
http://nonprofit.haas.berkeley.edu
Notes de l'éditeur
Welcome to the Board Fellows Program Kick-off I have been communicating with most of you, reading applications and really excited to see you all here together today.We are delighted to see students, mentors, nonprofit staff and board members represented today
The Agenda for today.
The purpose of today isProvide the opportunity for fellows and mentors to meet one another and to plan for the year aheadProvide a chance for all participants to meetExplain program expectations, roles and responsibilitiesProvide an introduction to best practices in board governanceGive you a chance to hear from past participants and ask questions Introduce and thank Nora, Evin and Jean
We have great organizations represented here today.42 nonprofit organizations/social enterprises68 Haas MBAs, Goldman MPP, and other graduate students matched with local nonprofit boards (88 applicants)Former Board Fellows have stayed on as 2nd year fellows, others became official board members, and still others graduated and joined new boards
The resource guides will be sent out as part of a follow up email to all Board Fellows and Board Mentors.
Pre-panel questions to consider:1) First board meeting to-do’s and keys to integrating your BF into the org 2) Challenges (how were they resolved) and successes3) How do you maintain momentum?4) Your project: describe how it evolved over the course of the year, any steps that helped define it, and what the final deliverable looked like? 5) Tips for BFs/orgs 6) How can we make the most out of this experience?