Peter Zehren.BD DVSTY & RV-5.21.15

What Does Board
Diversity Have to Do
With Revenue?
Z E H R E N C O N S U L T I N G
N o n p r o f i t M a n a g e m e n t a n d L e a d e r s h i p © 2015

Take Aways
1.Building Stronger Board
2.Diversity Strengthens Revenue
3.“Invitation” to Build a Team
4. Board Diversity Impact Grid
Zehren Consulting ©2015

Building Stronger Boards
TakeAway1

What Do Strong Boards Look Like?

 Agree with CEO
 Focus on Finance
 Great Attendance
 100% Giving

• Disagree with CEO
• Focus on Investing
• Challenge Ideas
• 100% Support

 Agree with CEO
 Focus on Finance
 Great Attendance
 100% Giving
• Disagree with CEO
• Focus on Investing
• Challenge Ideas
• 100% Support

A Strong Board is a Diverse Board
 Sharpens Ideas
 Views Challenge
Differently
 Challenges The Way
of Thinking

Steps to Building Strong Boards
1. New Members
2. Balance Idea Leaders
3. Team Building
4. Diverse Perspectives

New Members
STEPONE
• Energize the Group
• Force Re-examination
• Recruit With Purpose
(Who do we know? vs.
Who do we seek out?)
• New Member On-boarding

Balance Idea Leaders
STEPTWO
• Imagine the possible
• Open the space for ideas
• Where do great ideas
come from?
• How many idea leaders
are enough?

Team Building
STEPTHREE
• What questions should we
ask to build conversation?
• Ask actionable questions
• Listen: don’t plan how to react
• Dialogue vs. Conversation

Actionable Question
An actionable question begins to shift the
way we perceive or think about something
– and that might serve as a catalyst to
bring about change.
—– Warren Berger

Diverse Perspectives
STEPFOUR
• Who do we want at the table?
• How do they see our vision?
• How do we view our
organization?
• How does the outside world
see us?

Diversity Strengthens Revenue
TakeAway2

CASE STUDY: The Organization
• Community Housing
LMI families should own the
homes they live in.
• NYC
with satellite branches in
each of the five boroughs
• 25 Year Anniversary

CASE STUDY: Board Composition
• Over 51% from
Community Served
• Bankers: Assigned
• Government Agency
• Satellite Board Chairs

CASE STUDY: The Challenge
• Attitude Neutral
• Engagement Off
• Gala Fundraising
Low

CASE STUDY: ATTITUDE
• Attitude Neutral
• Not Personally Invested
• Felt Staff Responsible
• Unwilling to Put in a lot
of Time

CASE STUDY: ENGAGEMENT OFF
• No Fun Opportunities
• Lack of Organizational
Understanding
• Uncertain of Time
Commitment

CASE STUDY: GALA FUNDRAISING LOW
• Board Did Not Give
• No One Wants to Ask
• Connections With Goal
and Board Missing
• Last Years Worker Out

CASE STUDY: THE PLAN
• Bring on New Members
• Increase Engagement
• Listening to Ideas
• Set Own Goals
• Support Board
• Explain Fundraising Cycle
• Collaborate on Strategy

CASE STUDY: FUNDRAISING CYCLE
©2015
Saad & Shaw
Key Reminders:
• Ask Only 2-3% of the
whole cycle.
• Most People Are
Comfortable Talking
About Organization

CASE STUDY: THE RESULT
• All Members Engaged
• New Gala Sponsors
• Raised 400% More Than
the Previous Year!

TakeAway3
“Invitation” to Build a Team

We begin with the belief
that the commitments and
interest of each of us have
to be honored and taken
into account by all.

Why an Invitation?
• Invite board members to
be part of the dialogue
• Everyone’s input sought
• All responses honored

Everyone Leads
“The task of leadership is to
provide context and produce
engagement.”
Peter Block–
Community Builder

Tribal Context
Seth Godin–
Marketing Guru
“A leader tightens the tribe…
finds areas of common interest
then gets out of the way.”

EXERCISE: Getting to Know You
1. What is the commitment
that holds you here?
3. What organizational story
do you tell others?
5. Tell me something about
you no one knows.
Handout

EXERCISE: Introduce Each Other
• I’d like you to meet…..
• She/he loves their
organization because….
• One thing we may not
know about her/him is….

EXERCISE: Report Back
• What did you learn about the process? How did it feel?
• What did you learn about yourself?
• What did you learn about the others?

Board Diversity Impact GridTakeAway4

What Motivates Board Members?
• Why serve on this board?
• What are you passionate
about?
• How do you want to help
“change the world”
through our organization?

Engaging Board Members
• Listen to them
• Site tours
• Mission moment
• Pair them at events

Engagement Tips From
Affinity Session
• Write Thank You Notes
• Make Phone Calls
• Ask Them:
Why Are You Here?

How Do They See Your Organization?
• Resume point
• Work through grief
• Help the community
• Venue to show leadership
• Use their expertise

PROFESSION PERSPECTIVE APPROACH
Architect Building Design a construct
Social Media Director Connecting Share information
Entrepreneur Business Serve a consumer need
Venture Capitalist Investment Opportunity for growth
Artist Creative Foster inspiration
Government Process Fair resource allocation
Banker Financial Bottom line ROI
Doctor Healing Fix or stop the bleeding
Impact Grid

THE ART OF CONVERSATION
• Thinking for Yourself
• Change the Way We See the
World
• Two Thoughts Can Build a
Stronger New Idea

Diversity by Age
2%
12%
29%
43%
14%
Under 30 30 – 39
40 – 49 50 – 64
Over 65
BoardSource Nonprofit Governance Index 2010

Diversity by Race
84%
8%
4% 3% 1%
White African American
Hispanic Asian
Other

Diversity by Gender
52%
48%
Male
Female

Take Away Review
1.Building Stronger Boards
2.Diversity Strengthens Revenue
3.“Invitation” to Build a Team
4. Board Diversity Impact Grid

Final Thoughts
• Knowing Yourself is About
Openness
• Let Go of Ego and See Best
Ideas
• Activating Members Means
Listening and Letting Them
Do on Their Own

Peter Zehren XMPA
zehrenpeter@gmail.com
262 880-1270
Z E H R E N C O N S U L T I N G
N o n p r o f i t M a n a g e m e n t a n d L e a d e r s h i p © 2015
Questions?

Peter Zehren.BD DVSTY & RV-5.21.15

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