ESTABLISHING A SUCCESSFUL DEVELOPMENT PROGRAM April 26, 2015

INTRODUCTIONS Around the room Your Name How you came to serve on this board What expertise/talents/traits you bring to the board

Three Minute Ice Breaker

Agenda Board Service – qualities of highly effective boards Impact of Development Plan on Idaho Parents Unlimited Structure of Development Plan Current state and culture Gathering resources Break Outline a plan Setting goals Tactics Prioritize & establish a timeline

GROUND RULES Phones on silent please Stay on track Everyone has a right to contribute The group is responsible for the deliverables One conversation at a time Ground rules for today’s session Be present Contribute Listen to and respect everyone’s contributions Leave “sacred cows” outside Don’t boil the ocean

Ten Basic Responsibilities of Nonprofit Boards 1. Determine mission and purpose. It is the board's responsibility to create and review a statement of mission and purpose that articulates the organization's goals, means, and primary constituents served. 2. Select the chief executive. Boards must reach consensus on the chief executive's responsibilities and undertake a careful search to find the most qualified individual for the position. 3. Support and evaluate the chief executive. The board should ensure that the chief executive has the moral and professional support he or she needs to further the goals of the organization. 4. Ensure effective planning. Boards must actively participate in an overall planning process and assist in implementing and monitoring the plan's goals. 5. Monitor and strengthen programs and services. The board's responsibility is to determine which programs are consistent with the organization's mission and monitor their effectiveness. 6. Ensure adequate financial resources. One of the board's foremost responsibilities is to secure adequate resources for the organization to fulfill its mission. 7. Protect assets and provide proper financial oversight. The board must assist in developing the annual budget and ensuring that proper financial controls are in place. 8. Build a competent board. All boards have a responsibility to articulate prerequisites for candidates, orient new members, and periodically and comprehensively evaluate their own performance. 9. Ensure legal and ethical integrity. The board is ultimately responsible for adherence to legal standards and ethical norms. 10. the organization's public standing. The board should clearly articulate the organization's mission, accomplishments, and goals to the public and garner support from the community.

7 important qualities of board members by The NonProfit Times July 3, 2012 Integrity Independence Mature Confidence Corporate Manners A Sense of Context Courage Commitment

Why board member involvement is vital in resource development Community connectors Manifestation of the mission Extend the impact of the organization Capacity to engage others Build enthusiasm Are multipliers for staff Become more engaged yourself and strengthen your commitment

phi·lan·thro·py fəˈlanTHrəpē/ “Love of Man” the desire to promote the welfare of others, expressed especially by the generous donation of money to good causes.

Exploring the AAA structure: ambassador, advocate, asker – survey grid monitor results A board with a AAA rating is one where every member is motivated to be an Ambassador, Advocate and/or Asker. Each board members is offered an array of potential assignments from which to choose. These activities are drawn from the strategic plan or the development plan and offer a wide range of options that tap into multiply board member motivations. AAA is a management tool, ensuring follow through by staff and board leaders.

Ambassadors A role every board member needs to play Critical role in cultivation of prospective donors and stewardship of continuing donor-investors Need to be well informed and coached in the messages about your impact Masters of the elevator speech (and the elevator question) Catalysts for donor-investor renewal Have what they need to be a confident Ambassador

Advocates They volunteer as Advocates to attain an outcome: they are strategic in their information sharing; they are strong board recruiters They often advocate for organizations on a more formal basis with government, another organization with which you are partnering or an institutional funder or potential volunteers Are informed not only of the case for support, but also are familiar with your strategic plan and vision Are well coached on desired results of the advocacy and on handling objectives

Askers Enjoy asking Well informed-trained “Matched” with prospective donors (or current donor-investors) for maximum possibility of success Team with another board or staff leader Staff works with the Asker to prepare for the ask including coaching and review of prospect profile Benefit from the work of the Ambassadors and Advocates

IMAGINE

Let’s Get to Work Planning: Resources

CURRENT STATE Development…… Program Funding….. Staff Retention …… Reach ……. Board ……..

If you had $1M to give to Idaho Parents Unlimited… If you had $1M to give to Idaho Parents Unlimited…. How would you direct it?

“You must plow with such oxen as you have” English proverb Planning & Resources “You must plow with such oxen as you have” English proverb “Planning is bringing the future into the present so that you can do something about it now.”Alan Lakein

Where to you want to be in two years? Mission Board Staff Programs Impact

One year milestones Mission Board Staff Programs Impact

Resources Needed to Reach These Milestones

Development Plan Major Gifts Annual & Monthly Giving Events Foundation Funding & Grants Planned Giving Corporate & B Corp Partnerships

3 Month 6 Month 9 Month 1 Year Steps Board Members: Ambassador Option Advocate Options Asker Options Volunteer Recruitment & Management Ad hoc assignments Acknowledge and appreciate Everyone shares the responsibility Eventually – Development Director Driven

Development Plan Relationship Building strategies Solicitation Strategies Measures Timeframes Assignments of Accountability Process for monitoring progress and evaluating effectiveness

Mission Moment