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Plotting a Path for Your Working Board

Plotting a Path for Your Working Board

Plotting a Path for Your Working Board

Board: Effective Governance

by Vantage Point | May 1, 2019

One of our most popular blogs to date describes governance vs. operational boards. So we decided to revisit this topic.

Close to half of all not-for-profit organizations in BC consist of teams that are not compensated financially; all activities are carried out by board members and/or volunteers. When this is the case, board members will have a direct role to play in supporting the work of the organization. Since a large number of community groups are structured this way, statistically speaking, if you’re on the board of a not-for-profit in BC, chances are it’s a working board.

And if you are, in fact, part of a working board, you may be perpetually daunted and overwhelmed by the number of responsibilities expected of you.

Some of our previous blogs outline tips and tricks for working boards to balance service delivery together with the core functions of organizational governance. However, these tools do not always alleviate the significant time pressures facing volunteers on boards where there are no paid staff. There is simply too much to do. In the face of colossal responsibility lists for board members, many find themselves hyper focused on program delivery, event planning, or setting up a Facebook page. Governance becomes neglected altogether.

But maybe that’s okay. The Nonprofit Lifecycles approach to capacity building articulates distinct stages that every organization will go through. A key distinction that can provide enormous clarity, and shorter task lists, is being clear on whether your organization has a working board because you are a startup, or whether, in fact, your organization is not intended to ever have paid staff members.

In other words, are you building an organization with the hopes of someday having paid staff? (= startup). Or does your operating model comprise 100% volunteers for the foreseeable future? (= volunteer operating model/grassroots organization)

The answer to this question has implications for where a working board can focus, and how to avoid being overwhelmed. Here are some key areas of governance where working boards can be confident focusing their efforts. You’ll note they are very different depending on your answer to the question above:

1) Startup Boards:

Accurate budget/financial forecasting. If you are aspiring to have paid staff at some point, spend time setting up a way to forecast revenues and expenses, and to identify new potential sources of funding. What will be the first paid staff position? When do you hope to have sufficient revenues to pay a salary?

Spread the word. A key challenge for a startup organization is building awareness/interest and community support. Board members of startups can be great champions to draw support, building excitement, and get volunteers and funders interested in your organization.

Set up a tool for quick group decision-making. Startup Boards don’t usually have committees or defined roles and make decisions as a group. However, there are a lot of decisions to make. Figure out how you will make group decisions in a way that is timely, that doesn’t require in-person meetings. Google Drive? Slack channel? Weekly Zoom calls? Or is everyone comfortable making decisions by email?

Support the founder. Startups are typically led by a founder who, frankly, is leading the governance of the organization. That’s fine. Find out what they need from you and support them.

2) Volunteer Operating Model:

Outline board member role descriptions. In this model, it’s likely that each board member may be responsible for leading/running certain programs. Write down these responsibilities, so that board members can maintain their sanity, and also so they can recruit successors to take over when they’re ready to move on.

Set up a Board Calendar. Chart out the entire year and plot out key “governance” functions that need to happen, so they don’t get forgotten. When does the budget need to be created and approved? When is the AGM? When will you meet to set up a team workplan for the year?

Keep track of “governance” decisions. Figure out some way to record decisions at ‘official’ meetings. Yes, all boards should do this. But working Boards are oftentimes making many decisions, and having many conversations, on a weekly basis. Not all of this has to be recorded. However, you should have some kind of official ‘board’ meetings where key decisions are minuted/recorded.

Set up accessible/easy to use financial controls. Working boards can easily fall into the trap of using bank statements for financial decisions and tracking. If it’s unlikely you’re going to have a paid bookkeeper at any point, get some kind of program/software that is easy to use for people without an accounting background, and make sure that every transaction requires at least two people to complete. This protects everyone involved, and supports many board members to be involved in financial oversight without an accounting designation.

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Vantage Point was featured in the Vancouver Guardian

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Vantage Point was featured in the Vancouver Guardian.

The Vancouver Guardian asked us about how we’re supporting non-profits across BC and our mission to strengthen BC’s non-profit sector through leadership, development, governance, organizational capacity building and more.

Plotting a Path for Your Working Board

How We Engage Volunteers

How We Engage Volunteers

Knowledge Philanthropy Spotlight

by Vantage Point | Apr 8, 2019

At Vantage Point we are advocates of skilled volunteering – which we call knowledge philanthropy. In the spirit of National Volunteer Week, we wanted to revisit what this concept means to us as an organization.

What is Knowledge Philanthropy?

Knowledge philanthropy is the intentional practice of engaging someone’s experience, skills or talent to create a better world – and it’s an incredible way to expand the capacity of not-for-profit work.

Each of our volunteers – or knowledge philanthropists – lends their skills and talents to our mission and we consider them to be truly transformative change agents. Our volunteer team is made up of highly skilled facilitators, consultants, emerging and senior leaders in the community. When we welcome a new volunteer, they become an integral part of our team.

In 2013 we released the Abundant Not-For-Profit: How talent (not money) will transform your organization, which outlines our philosophy on knowledge philanthropy in great depth. As volunteers began to evolve into the “21st Century Volunteer”, with the rise of the knowledge worker, we recognized not-for-profit organizations had to completely redefine the way they aimed to engage and leverage volunteer contributions.

We started within, by shifting our own volunteer engagement processes to assure volunteers could contribute in all areas of the organization – from front-line operations to management and governance. With a 75-year history of promoting and supporting the engagement of volunteers, this evolution was an important way to continue our legacy as a volunteer centre forward.

Who are Our Knowledge Philanthropists?

A large majority of our knowledge philanthropists are facilitators and content experts that develop and deliver our programs. In addition to involving knowledge philanthropists in program delivery, staff members actively identify skills-based roles for many other volunteers, including in the areas of human resource management, government relations, marketing, coaching, membership strategy, and many more.

How We Recruit and Engage Skilled Volunteers

One of the most important pieces of bringing on a new knowledge philanthropist is ensuring that we truly understand both their experience and skills as well as their goals and interests, so that we can ensure every volunteer engagement is truly created as a win-win.

We layout a role description and agree on the expectations in the role – both for the volunteer and what they can expect from Vantage Point. The role description reflects their level of experience as well as their goals as a volunteer. And, of course, we ask how they would like to be recognized - because everyone is different!

At Vantage Point all knowledge philanthropy roles have a start and end date, as well as a rough number of hours expected. This way knowledge philanthropists can see how the role fits into their schedule. It’s amazing how often this one piece can make a role much more appealing! And, to assure strong accountability on both sides, we capture all of this in a letter of agreement that both the knowledge philanthropist and Vantage Point sign.

Take Action to Integrate Knowledge Philanthropy

If you are an organizational leader ready to leverage your number one competitive advantage: people, through integrating knowledge philanthropy into your organization, we have a few resources!

We have an August workshop on Engaging Skilled Volunteers, and several resources including:

Author

Maria Turnbull

Maria Turnbull brings over 20 years of leadership experience in staff and director roles within the not-for-profit sector, both here in Canada and in the UK. With a BA in International Relations and MBA, Maria is a skilled facilitator and consultant in board governance, organizational development,...

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Vantage Point was featured in the Vancouver Guardian

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Plotting a Path for Your Working Board

We Can Do It: Vantage Point’s legacy is female

We Can Do It: Vantage Point’s legacy is female

Leadership: Develop Unlimited Talent

by Vantage Point | Mar 4, 2019

Last year Vantage Point turned 75 and such a milestone had us digging through our archives to find out exactly what brought us from 1943 to 2018. As it turns out the answer was women.

1943 marked a turning point for our society as we found ourselves in the middle of World War II and as men went off to war, women were called upon to roll up their sleeves and keep things running. For most women, this would have been their first time entering the workforce and once they entered, you better believe they didn’t leave.

Organizing for the war effort, the Women’s Voluntary Services was formed with the goal of mobilizing women. They first developed care centres for children from England who needed shelter until placed in homes and a place where children of women working in wartime industries could receive day care. Next, they engaged women as volunteers in community agencies throughout the city.

Once the war ended, the Women’s Voluntary Services was renamed the Volunteer Bureau of Greater Vancouver and it’s first funder, the Junior League of Vancouver was charitable women’s organization who helped the Volunteer Bureau further their efforts in the swiftly changing society post-war. Continuing to be led by women, the Volunteer Bureau became the Vancouver Volunteer Centre and then Volunteer Vancouver and finally, Vantage Point.

With each iteration came women champion the efforts of volunteers in the not-for-profit sector of our city. With each decade, the work of those women in 1943 was moved forward into professional development, capacity building, and of course volunteerism always with the lens of supporting those championing environmental issues, social justice, health, arts and culture, seniors’ programs, and much more.

Since becoming Vantage Point, our Executive Directors have always been women. We are a team made up almost entirely of women (with the exception of one fellow who is a powerhouse in his own respect).

When we think of the next 75 years of Vantage Point, we have no doubts that there will be amazing female leadership to come.

Author

Nav Nagra

Nav brings her positive energy and a keen eye for detail to her role as Communications & Inclusion Manager. She enjoys putting the awesomeness of Vantage Point on paper and looks forward to humble bragging all about our upcoming projects. Nav completed an Associate of Arts in Creative Writing...

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Vantage Point was featured in the Vancouver Guardian

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Plotting a Path for Your Working Board

Valley First and Vantage Point partnering to bring training to the Okanagan

Valley First and Vantage Point partnering to bring training to the Okanagan

Leadership: Develop Unlimited Talent

by Vantage Point | Feb 6, 2019

Valley First and Vantage Point partner to enhance not-for-profit leadership and capacity building in the Okanagan.

Kelowna, B.C. – Valley First, a division of First West Credit Union, and Vantage Point have partnered to expand Vantage Point’s leadership programming and services to not-for-profit organizations in Kelowna, B.C. In February, Valley First, KCR Community Resources, and Vantage Point will be holding a session focused on tools, resources and models that are driving innovation and impact in the sector.

Valley First has provided a generous contribution to enhance leadership training and capacity building resources available to not-for-profit board members and staff in the region. This partnership and ongoing programing leverages both local knowledge and the expertise of Vantage Point and KCR, to maximize the benefits of this training for Okanagan not-for-profit organizations. Based on work completed in 2018, project partners have been working together to explore future possibilities for professional development training in 2019.

Mark Friesen, Director of Capacity Development at Vantage Point explains, “We’re excited to support leadership training and capacity building opportunities available to not-for-profits in Kelowna. Strong leaders make strong organizations; investing in people strengthens the sector overall.”

“As an organization that works closely with many non-profits across our region, we see the incredible benefit to supporting the development of capacity and training for leaders of these important organizations,” says Paulo Araujo, president of Valley First. “First West has been working with Vantage Point for some time in the lower mainland and along with our Kelowna community partners like KCR, we are looking forward to contributing to the professional development of non-profit organizations.”

Valley First and Vantage Point have connected with other organizations in the Okanagan, including Okanagan College and KCR, to understand key opportunities to support the sector in the area. By working together with local funders and expertise additional resources for governance, planning, and leadership training are being made available to community-based organizations.

About Valley First

Valley First is a premier provider of banking, investment and insurance services for residents and businesses in the Okanagan, Similkameen and Thompson valleys. As a division of First West Credit Union, B.C.'s third-largest credit union, Valley First brings innovative products, an extensive branch network and local decision making to the banking experience. We’re proud to partner with Vantage Point to bring non-profit capacity building programming to our community.

About Vantage Point

Vantage Point offers an array of innovative learning opportunities for not-for-profit executives, managers, boards directors, senior and emerging leaders throughout B.C. We focus on building strong organizations with excellent governance, leadership, planning and human resources. Our transformational model of people engagement allows organizations to attract, meaningfully engage and integrate the abundance of talent available in the community.

Media Contact:

Mark Friesen
Director, Capacity Development
604-630-5821
mfriesen@thevantagepoint.ca
thevantagepoint.ca

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Plotting a Path for Your Working Board

Part Three: Creating a Technology Budget for Your Not-for-Profit

Part Three: Creating a Technology Budget for Your Not-for-Profit

Culture: People First

by Vantage Point | Jan 21, 2019

In the last blog in our not-for-profit technology series, we took a look at finding right tools for your organization. It’s always best to ask as many questions as possible to your technology vendors, to make sure you feel comfortable. Once you find the right tool – here comes the fun part. Finding the budget for it.

Be Realistic

When you start setting a budget for your technology purchase, it’s important to be realistic. If you have the benefit of historical perspective, take a look at similar purchases in the past. Look at some of the biggest purchases that your organization has made, and examine the context those purchases were made in.

For example, you might come across a large expense in the past and think, “We’ve spent this much money before – I’m sure we can spend that money again.” While this may be true – it’s important to put things in context. Do your best to understand the “why” behind each large purchase before drawing such a bold conclusion.

Once you have a better idea of what you can realistically spend, this helps you to narrow your search even further.

PRO TIP: See if there is any wiggle room in the pricing. Ask for not-for-profit discounts or any other avenue to lower the overall cost. TechSoup is a great resource for discounts on software like Microsoft Office, Adobe Creative Suite, Quickbooks, and more.

Look for Alternatives

By this point, you’ve clearly identified the technology need that you’re facing as an organization. You’ve also identified several possible solutions that comes with a cost for your team.

To cut costs, this is a great time to start looking at possible alternatives to those solutions. You can look for free tools that help you accomplish the same outcome. While this might not be the ideal solution, the cost-savings could make this option worthwhile as a short-term solution.

The problem with free tools is that they are free the same way a puppy could be free. There might not be any upfront costs to get the puppy, but the cost of keeping the puppy long-term could really add up over time. The same is true for a lot of free tools in the market today. So be sure to add these to your considerations.

Another option you have available is to look at the tools that you team already has. If you’ve been in operation a few years, it’s likely that you have some subscriptions to various online tools – and many trial accounts. Take stock of what you have and see if you can solve the challenges you are facing with those existing tools. While this might feel like an inefficient solution – it’s worth trying if you can’t find any flexibility in your budget.

Calculate Your Productivity Metrics

One of the best ways to justify a purchase is by first calculating how productive you are without the tool, and then contrasting that with how productive you are with the tool.

This can be tricky, but it’s an important step to take. Here’s how you do it, but measuring your time:

  1. Identify some of your key performance indicators (KPIs). For example: sending out 20 emails.
  2. Break apart the tasks that lead up to that KPI. For example: writing copy, setting up segmented lists, or creating images to go with content).
  3. Time how long it takes you to accomplish each of those tasks and average that number. For example: writing copy takes 20 minutes, setting up segmented lists takes 8 minutes, and creating images takes 10 minutes.

What you’re left with is the average amount of time it takes to reach your KPIs. But why is this so important?

When you measure these things before a purchase, you are able to set a benchmark. Your next step is to jump on a free trial and start using those tools that you want to purchase.

Do the same exercise with this new tool in place: 1. identify KPIs, 2. break apart tasks, and 3. calculate the time it takes to complete each task.

Now you’re left with a new number – the average time it takes you to reach your KPI using the tool.

When the difference between these two numbers is large, it’s easier to justify the purchases – even on a shoe-string budget.

In the last part of this series we will be looking at how we can make the final decision and convince the decision makers of the organization to make the purchase.

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Vantage Point was featured in the Vancouver Guardian

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Vantage Point was featured in the Vancouver Guardian.

The Vancouver Guardian asked us about how we’re supporting non-profits across BC and our mission to strengthen BC’s non-profit sector through leadership, development, governance, organizational capacity building and more.