Through many years I have espoused principles to serve as platforms for board development. Sayings directors may ponder and hopefully remember include nuggets like, "Boards govern, and staff manage."
Here is a list of truisms I champion with association leaders:
General
- Associations do what other people think just happens.
- Failure is not an option (Apollo 13) — but be ready for "Houston, we have a problem."
- Keep it simple (nobody has time to read a multipage report).
- Be mission-driven and member-focused.
- Brief is better — especially meetings, minutes and strategic goals.
- An association should operate as efficiently as a franchise enterprise.
- Savings should be sufficient to survive for at least six months.
- Aim high; excellence is the target.
- Develop sustainable systems of revenue, leadership and membership.
- Members expect return on investment (ROI).
- It's not your father's Buick — associations have evolved.
- Mentorship is a right and responsibility.
Governance
- Right-size the board to allow for meaningful conversations.
- Boards govern, and staff manage.
- Directors are stewards of the organization; leave it in better condition than you received it.
- Reduce the bureaucracy developed over the years.
- Knowledge-driven boards are smarter — avoid group think by relying on data and dashboards.
- Committees make recommendations; boards make motions.
- Committees have no authority to speak for or contract on behalf of the board.
- Boards govern at 50,000 feet, committees work at 25,000-40,000 feet, and staff administer at 10,000 feet.
- Directors should think beyond their term of office.
- Envision the last month of the term; what does success look like?
- Craft an agenda to produce results.
- Use a consent agenda to reduce listening to and reading reports.
- Preparation for board meetings begins when the agenda is received.
- Board orientation is essential annually, whether they need it or not.
- A "rainy day fund" serves minimal purpose if it is not used to protect and advance.
- Board composition should reflect the community it represents.
- Replace standing committees with task forces, strike forces and quick-action teams.
- Committees should be an asset, not a liability wasting member and staff time.
- It's not the lunch bunch or country club.
- Accountability and transparency are the values members demand of a board.
- The chief elected officer is the official spokesperson; he or she may delegate that authority, but nobody should usurp it.
Strategy
- The strategic plan does not belong in a file drawer.
- Embrace the community and share the strategic plan broadly.
- The plan should answer WIIFM and ROI for members.
- Every strategic goal should have at least one volunteer workforce (committee) aligned.
- Significant outcomes, societal benefit and social responsibility are association responsibilities.