It seems everywhere we turn there are conversations about next generation leadership and nonprofit boards need to engage every generation they can to best serve their missions. With four generations available for nonprofit board service, it can be a challenge to lead with diverse perspectives and experiences. Learn how to get the most out of the generations to serve your board’s goals and the organizational mission. In this session participants will learn: • The characteristics of each generation including motivations, influencers, and more. • Ways to leverage the best ideas and leadership to serve the board’s needs. • Strategies to recruit and retain new leaders to your board of directors.

1. /emilydavisconsulting /AskEmilyD
WHERE’S WALDO? FINDING (AND KEEPING)
MULTIGENERATIONAL BOARD MEMBERS
Habitat for Humanity of Colorado
Camp Colorado: Sustainability Save the Day!
June 4, 2014
Emily Davis, MNM, CGT
Emily Davis Consulting
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#governance
#nextgendonors

2. /emilydavisconsulting /AskEmilyD
TURN ON YOUR TECH
Follow the conversation…
@AskEmilyD
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#governance
#nonprofit
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3. /emilydavisconsulting /AskEmilyD
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4. /emilydavisconsulting /AskEmilyD
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5. /emilydavisconsulting /AskEmilyD
WHO ARE THE GENERATIONS?
GENERATION TRADITIONALISTS
(1900-1945)
BOOMERS
(1946-1964)
GEN XERS
(1965-1980)
MILLENIALS
(1981-1999)
ALSO KNOWN
AS…
Veterans, Silent
Generation, WWII
Generation
Baby Boomers Xers Gen Y, Nexters,
Nintendo
Generation
INFLUENCERS World wars, The
Depression
Television,
Vietnam War,
Civil Rights
Movements
Internet,
Madonna, Bill
Gates, Friends,
Rodney King
Social media,
iPods, 9/11,
American Idol
MARKETING Conservative
imagery, legacy,
family, well-known
brands
Healthy
lifestyle, hard
work, team
work
Inclusive,
straight talk,
environment
images, multi-
channel
Multi-ethnic,
green, sexier,
celebrity
#habitatforhumanity
#governance
#nextgendonors

6. /emilydavisconsulting /AskEmilyD
TURN TO YOUR LEFT
1. Name and generation you are.
2. What were two social/economic/
political/world experiences that
influenced you?
3. How did one of those experiences
shape your professional life?
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#governance
#nextgendonors

7. /emilydavisconsulting /AskEmilyD
WHY SHOULD WE CARE?
• Next leaders
• Build loyalty to org
• Transfer of wealth
• Diversity
• New perspectives
• Incredible networks
• Time, talent,
treasure & ties
#habitatforhumanity
#governance
#nextgendonors

8. /emilydavisconsulting /AskEmilyD
LET’S TAKE A POLL
How many generations are involved in
your organization?
q One?
q Two?
q Three?
q Four?
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#governance
#nextgendonors
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9. /emilydavisconsulting /AskEmilyD
#habitatforhumanity
#governance
#nextgendonors
NEXT GENERATION

10. /emilydavisconsulting /AskEmilyD
FINDING SUCCESS
Success!
Joyful
leadership
Accountability
Expectations
ArtScience
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#governance
#nextgendonors

11. /emilydavisconsulting /AskEmilyD
ESSENTIALS OF BOARD LEADERSHIP
• Mission comes first
• Greater responsibility
• Know the
responsibilities
• Use committees
• Board terms
• Assessment
• Strategic plan
• Invest in learning
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#governance
#nextgendonors

12. /emilydavisconsulting /AskEmilyD
10 BASIC BOARD RESPONSIBILITIES
1. Determine mission &
purpose
2. Select the chief executive
3. Support & evaluate the
chief executive
4. Ensure effective planning
5. Monitor & strengthen
programs & services
6. Ensure adequate financial
resources
7. Protect assets & provide
financial oversight
8. Build a competent board
9. Ensure legal & ethical
integrity
10. Enhance the
organization’s public
standing
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#governance
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13. /emilydavisconsulting /AskEmilyD
ROLES & RESPONSIBILITIES
• Set organizational
direction
– Long-term
– Not tactical
• Provide oversight
– Evaluation
– Financial & legal
– Policies
• Ensure resources
– Financial
– Human
– How resources are
acquired
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#governance
#nextgendonors

14. /emilydavisconsulting /AskEmilyD
THE HATS WE WEAR
Legal Hat
Ambassador
Hat
Volunteer
Hat
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#governance
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15. /emilydavisconsulting /AskEmilyD
Board
Leads
Shares values thru policies
that put mission into action
Hires, supports, assesses ED
Opens funding resources in
community
Oversees financial due
diligence
Recruits & retains new board
members
ED Leads
Develops/ Proposes policy
questions
Hires, supervises, motivates
staff
Develops & implements
programs
Shared
Leadership
Strategic plan
Fundraising plan &
strategies
Evaluations
Prep board meetings
SHARED LEADERSHIP
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#governance
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16. /emilydavisconsulting /AskEmilyD
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17. /emilydavisconsulting /AskEmilyD
WHAT DOES NOT WORK?
• Unclear expectations
• Lack of commitment
• Low engagement
• Work load issues
• Under valued
• Under utilized
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#governance
#nextgendonors

18. /emilydavisconsulting /AskEmilyD
WHAT DOES WORK?
• Commit adequate
resources
• Adopt a mutually-
beneficial mindset
• Conduct assessments
• Provide regular and
appropriate recognition
• Understand diversity
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#governance
#nextgendonors

19. /emilydavisconsulting /AskEmilyD
BOARD CULTURE
• How would someone new
experience your board
culture?
• What do you want your board
culture to be?
• How can you model great
leadership?
• Do others inside and outside
of the organization see great
leadership?
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#governance
#nextgendonors

20. /emilydavisconsulting /AskEmilyD
RECRUITMENT PLAN
• Process & timeline
• Board member
leads
• Job descriptions
• Board self-eval
• Application
• Interviews
• Notification
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#governance
#nextgendonors

21. /emilydavisconsulting /AskEmilyD
BOARD ASSESSMENTS
• Skills & expertise
• Demographics – age,
ethnicity, gender
• Networks
• Wealth & access to wealth
• Relationship to mission
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#governance
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22. /emilydavisconsulting /AskEmilyD
APPLICATION ELEMENTS
• Contact info
• Professional role(s)
• Education
• Nonprofit experiences
• Skills, background, expertise
• Interest in the org
• Leadership role(s)
• Committee interests
• Board leadership knowledge
• Motivation(s) for joining
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#governance
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23. /emilydavisconsulting /AskEmilyD
REACH OUT
• Current & past board
members’ networks
• Committees
• Staff
• Volunteers
• Donors
• Online networks, social media
• Universities
• Young professionals groups
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#governance
#nextgendonors

24. /emilydavisconsulting /AskEmilyD
CREATE A PIPELINE
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25. /emilydavisconsulting /AskEmilyD
CANDIDATE DUE DILIGENCE
• Use interviews
• Match candidate with assessment
• Discuss with board development
committee / entire board
• Learn about work ethic, past work
• Trust your gut!
• Invite final candidate(s) to a
board meeting.
• Seek complete board approval
• Don’t tokenize!
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#governance
#nextgendonors

26. /emilydavisconsulting /AskEmilyD
EVALUATION
• Feedback from board
candidates
• Debrief among entire
board
• Debrief in board
development committee
• Make necessary
revisions / improvements #habitatforhumanity
#governance
#nextgendonors

27. /emilydavisconsulting /AskEmilyD
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28. /emilydavisconsulting /AskEmilyD
WHAT MAKES ‘EM TICK*
• Always YES
• Wants to help
everyone &
everything
• Caution!
OVER-COMMITTED
• Need lots to
stay engaged
• Don’t let them
sit around
BUSY, BUSY, BUSY
• Verbal &
print
• Use titles &
acknowledg
ment
LIKES RECOGNITION
• Stays focused & on track
• Great for events
• May get discouraged by
others’ lack of support
ORGANIZER
• Lots of ideas for
improvement
• Pair with an Organizer
to keep things moving
CREATIVE
*Abigail Harmon
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29. /emilydavisconsulting /AskEmilyD
GREAT RETENTION =
GREAT ORIENTATION
• Overview & History
• Philosophy & Values
• Programs & Resources
• Fundraising Overview
• Board Structure & Resources
– Description & Expectations
– Communications
– Board manual
• Letter of commitment
• Committees
• Board Buddies!!
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30. /emilydavisconsulting /AskEmilyD
KEY TO GREAT MEETINGS
• Time to socialize – have
fun!
• Mission moments
• Board reports & consent
agendas
• Rotating responsibilities
• Financial & volunteer
accountability
• Follow up action plans
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#governance
#nextgendonors

31. /emilydavisconsulting /AskEmilyD
BOARD REPORTS
• Keep focus on
governance
• Save meeting time
• Share planning
responsibilities
• Committee & project
reports one week in
advance
• Committee name &
month
• Necessary votes, board
discussion items
• Goal progress related to
strategic plan
• Summary of meeting
discussion
• Timeline & important
dates
• Next meeting #habitatforhumanity
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#nextgendonors

32. /emilydavisconsulting /AskEmilyD
SHARED RESPONSIBILITIES
• Roberta’s Rules
• Mission moment
• Facilitation, time keeper
• Minutes
• Devil’s advocate
• Other?
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#governance
#nextgendonors
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33. /emilydavisconsulting /AskEmilyD
PROFESSIONAL DEVELOPMENT
• Critical for success
• In-services or required professional development
• Hire outside facilitator
• Examples:
o Financial management
o Communications
o Fundraising
o Leadership
#habitatforhumanity
#governance
#nextgendonors
#habitatforhumanity
#governance
#nextgendonors

34. /emilydavisconsulting /AskEmilyD
GOVERNANCE COMMITTEE
• Improve the overall quality
of board service &
experience
• Recruitment process
• Professional development
• Manage strategic planning
• Organize social activities
• Evaluate #habitatforhumanity
#governance
#nextgendonors
#habitatforhumanity
#governance
#nextgendonors

35. /emilydavisconsulting /AskEmilyD
RECOGNIZE!
• Share successes
• Connect successes to
board efforts
• Highlight individual
board member
accomplishments
• Proper recognition at
term’s end
• Stay connected
#habitatforhumanity
#governance
#nextgendonors

36. /emilydavisconsulting /AskEmilyD
10 WAYS TO WORK WITH EVERY
GENERATION
1. Know each gen’s value
2. Recruit & retain
emerging leaders
3. Learn individual &
generational
motivations
4. Be flexible with work/
life balance
5. Encourage peer
learning
6. Invest in talent
development
7. Develop trust to
advance the work
8. Encourage emotional
connection &
intelligence
9. Communicate what
accountability looks like
10. Understand &
communicate work’s
relevance
#habitatforhumanity
#governance
#nextgendonors

37. /emilydavisconsulting /AskEmilyD
NEXT STEP?
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38. /emilydavisconsulting /AskEmilyD
ARE YOU READY TO ROCK?
How many of you
feel ready to take
the first step
toward meaningful
next gen board
engagement?
#habitatforhumanity
#governance
#nextgendonors
#habitatforhumanity
#governance
#nextgendonors

39. /emilydavisconsulting /AskEmilyD
RESOURCES
• BoardSource
• 4Good
• David LaPiana
• The Policy Governance
Model (Carver)
• Council of Nonprofits
• Fundraising and the Next
Generation
• Next Gen Donors Report
• Millenial Donor Impact
Report
• Roberta’s Rules of Order
• A Fundraising Guide for
Nonprofit Board Members
#habitatforhumanity
#governance
#nextgendonors

40. /emilydavisconsulting /AskEmilyD
#habitatforhumanity
#governance
#nextgendonors

41. /emilydavisconsulting /AskEmilyD
BOOK GIVE AWAY!
Books for sale & signing
with a 30% discount:
$34.95 for nonprofits
Credit card & check
#habitatforhumanity
#governance
#nextgendonors

42. /emilydavisconsulting /AskEmilyD
Emily Davis, MNM
Emily Davis Consulting
(720) 515-0581
emily@emilydavisconsulting.com
emilydavisconsulting.com
emilydavisconsulting.com/blog
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#governance
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