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Zimmerman Lehman
ZIMNOTES Vol. 17#9, What is the Relationship Between the Board & the Executive Director?
What is the Relationship Between the Board and the Executive Director? (excerpted Board Members Rule)
Once the Executive Director (ED) or CEO is hired, a board member’s role should be both to support and challenge the professional whom you chose to lead your enterprise.  The board is both the supervisor of the executive director or ED and also his or her supporter, available to step in when asked.  An executive director must have clear communication with his or her board to make effective day-to-day decisions.  Boards should feel free to query the ED about plans and programs, and ask for more information and training when needed.  The ED should feel free to ask for help, particularly if a board member has special expertise.

The ED is the top manager of the organization, is accountable to the board and insures that the board does its job.  Part of the ED’s job is to ensure that the board is doing its job.  This means ensuring the board has the material and training it needs to make decisions and perform its governance role, participating in developing the agendas, and assisting in the recruitment of strategic board members.  There are some who promote a more active role for the ED with the board and others who believe the ED should be seen but not heard.  For smaller or newer organizations, having the executive director be an active participant on the board may be the norm.  As organizations grow and the board is better trained and more comfortable in its role, this should begin to change to a partnership, keeping in mind the mantra that boards govern and EDs manage. How can you tell the difference? Basic Rule of Thumb.....

Read more about board and staff relations

WHAT PEOPLE ARE SAYING-"We hear complaints about boards: they are ineffective, won't fundraise, can't read a financial statement and the list goes on and on. But we don't hear enough about how boards educate their members about their responsibilities. Board Members Rule helps to rectify this situation."--Scott Ullman, The San Francisco Foundation Center
"Zimmerman Lehman have once more produced a hands-on practical board manual, Board Members Rule, that will benefit both the experienced and inexperienced board member.Phillip Kilbridge, Habitat for Humanity San Francisco
COMING SOON: 
Learn To Be An Effective Nonprofit Board Member
Learn how to be a strategic nonprofit board member. With heightened awareness of accountability and transparency, board members need to learn about both while furthering the nonprofit’s mission and vision. Taught by Ann Lehman, the class includes interactive exercises geared to new and seasoned members and includes a board manual. Class answers questions such as:
  • How to run efficient and effective meetings?
  • What is a mission and vision statement?
  • How to strategically plan for the future?
  • What to pay and how to do a performance appraisal of the Executive Director?
  • How to strategicrecruitment new members?
  • What are your fundraising responsibilities?
  • How to be financially accountable and transparent?
  • What are members’ fiduciary duties?
Open Classes February 2015, El Cerrito Community Center
2/4-2/25 W 12-1:30 pm 4x $42.00-$52.00 or 
2/5-2/26 Th 7-9 pm 3x $42.00 $52.00  Email for registration information.
ANN LEHMAN, PRINCIPAL, ZIMMERMAN LEHMAN, CONSULTANT/COACH/MENTOR 

"Few experiences in the private or public sectors fully prepare executives for all of the responsibilities of nonprofit leadership. Ann gets this. A rare and wonderful mix of intelligence and enthusiasm, of experience and good humor makes Ann's counsel as welcome as it is wise. Her expert advice on strategic planning, fundraising, and board relations have helped me and the foundation get off to a positive and productive start."
--James Carroll, Executive Director, The Foundation for Democracy and Justice 
"Ann has infectious energy and is genuinely interested in helping people grow and excel. I know I can count on Ann to be my advocate and to help me navigate my career path as a young attorney."– Christine Lee, A former legal fellow of Ann’s 
"Simple invaluable. I found Ann Lehman's counsel and coaching to be straightforward, supportive and insightful. It gave me the tools to solve organizational issues."
--Janet Knipe, former Executive Director. California Youth Connection and Founder of Foster Youth in Action
For more information about coaching sessions email Ann.

ZimNotes Vol. 17 #9, November 2014 
 


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