Showing posts with label board responsibility. Show all posts
Showing posts with label board responsibility. Show all posts

Tuesday, May 7, 2013

Sector 2: Building Your Internal Coalition


In at nutshell: "Leadership is relationship."
How do I get board members more engaged? How do I motivate my staff and volunteers to change?

"Leadership is relationship," according to James Kouzes and Barry Posner (social scientists who have been systematically studying leadership for 25 years). So they might (and I would) claim that you engage and motivate one of your most valuable resources – the people who make up your internal coalition – by focusing more on your relationships with them and less on short-term end products.

The pressure to produce – exhibits, attendance, funds – is strongly reinforced by our visitors, our funders, and the bills that show up in the mailbox. And establishing and achieving goals (as Cinnamon will describe in Sector 4) is a key component of success. But rarely is there an outside pressure that reminds small museum leaders how foundational creating trusting and empowering relationships is to long-term success. Harvard Business School recently redefined leadership: "Leadership is about making others better as a result of your presence and making sure that impact lasts in your absence."

So how do we make this happen?

Begin with the heart of your museum and clarify or establish your mission with board, staff and volunteers. Talking about mission should not be about "wordsmithing." Encourage conversations about what your museum does and why your work matters to your community. Be sure to share (or better have someone else share) the stories that make your heart swell. Arm your coalition with stories of children returning with their parents after a school tour, or the visitor who shed a tear over the painting that reminded him of his mother, or the genealogist who discovered the first photo she'd ever seen of her great-grandfather in your collection. Use your mission to refocus and remind your board, staff and volunteers about what is most important.

In working with your board, consider asking board members to share their "passion stories" about why they joined. Then tie those stories back to aspects of your mission and use them to motivate discussion about what kind of board members your museum really needs. If your goals require the museum to raise money, forge connections to new audiences or partners, or develop expertise in construction, marketing or management, then you can recruit board members to help you meet your goals. Encourage those in leadership roles on the board and those involved in nominating to recruit for those skills and connections and to lay the groundwork with board members who don't meet those needs to transition into a different relationship with the museum. And as you move toward a more engaged board, include board development and education as a part of the conversation. Most board members would like to learn how to fulfill their role even better, so provide them with small doses of museum standards and best practices. Serving on the board shouldn't be about attending a few meetings: that is not a relationship. Instead, board service should be about developing a stronger connection with a valued organization that knows what it wants each board member to bring to the table.

In working with your staff and volunteers, think about building a team. If a sports team is a useful analogy for you, then think about your role as coach or quarterback. But if sports teams are a bit foreign, you might think about a weight watchers group or a chess club. These groups push each member to be more successful and provide camaraderie, even if their pursuits are individual.  Host regular staff and/or volunteer meetings that have a professional development component (museum standards, customer service, topical education) and also a social component (food, sharing mission stories, etc.). If possible, consider field trips to other museums with follow up conversations about what effective and ineffective and could apply to your site. And in your daily interactions, be aware of how small acts of encouragement reinforce the kind of work you want to see (and how being ignored or dismissed does not).

When you focus your interactions with board, staff, and volunteers around NOT ONLY reaching goals BUT ALSO about cultivating relationships, you help create a long-term foundation for ongoing success. Next week, we turn our focus outside the museum to consider your reputation in the community.

Stacy Klingler currently serves local history organizations as the Assistant Director of Local History Services at the Indiana Historical Society. She began her career in museums as the assistant director of two small museums, before becoming director of the Putnam County Museum in Greencastle, Ind. She was chair of the AASLH Small Museums Committee (2008-2012) and attended the Seminar for Historical Administration in 2006. While she lives in the history field, her passion is encouraging a love of learning in any environment.

Friday, February 1, 2013

What If My Board Won't Fundraise?

Simply put, if your board refuses to fundraise, you’re in a bit of a pickle. But, it’s not hopeless. The nonprofit sector functions because board members and staff fundraise side by side in their communities, and if you let the board off the hook, the organization is in jeopardy. The following offers just a few ways you can help the board become more comfortable with its fundraising role:
  1. Recognize that fundraising takes many forms. It’s not always a direct, face-to-face ask that is needed from board members, but they all need to find a way to plug into fundraising. Perhaps you’re planning a special fundraising event. Have a board-level task force produce the event in total, alleviating the burden on the director.
  2. During a board retreat, integrate training. Bring in a local development officer as a guest speaker or schedule a webinar during the retreat. (The dean for advancement at a local college or university would be an excellent speaker.) Introduce select readings, and find time for discussion. Be sure you create a continuum of training that both develops the existing board member and educates the new board member.
  3. Ask the board to thank people for you. Of course you will have sent the standard thank-you letter with a personal note, but ask board members to drop a personal note for certain gifts and/or contacts. While this isn’t an ask, it is a critical part of the fundraising cycle.
  4. Ask for names. As you develop a membership mailing list or other direct mail piece, ask board members to give you a list of names and addresses to include in the mailing. Everyone can do this; there really is no excuse for a board member to refuse to crack open his or her address book or Christmas mailing list and share some names. Make it an annual goal for each board member to provide five to ten new names for mailings and have him or her write a personal note on the letter before it goes into the mail.
  5. Get yourself and other board members invited to social events. Maybe a board member has an annual Memorial Day picnic. Ask her to invite the board so that members can meet new people and start to broaden the network. Have a board member host an intimate dinner party so that you can get to know his friends casually. As director you’re there as a guest, but you also have the chance to learn about interests and build relationships.
  6. Carry the torch. While the board’s fundraising skill set may take longer to develop than you would like, don’t stop fundraising. Sometimes the director will have to go the extra mile to secure funds, but the more success and ease of fundraising you share with the board, the more attractive the process becomes. Everyone wants to be part of a winning team, and when you’re hitting fundraising goals, you are winning!

Working in museums for nearly 20 years, Cinnamon Catlin-Legutko has been a museum director since 2001. Cinnamon became CEO of the Abbe Museum in Bar Harbor, Maine in 2009. Before that, she was the director of the General Lew Wallace Study & Museum in Crawfordsville, Indiana, where she led the organization to the National Medal for Museum Service in 2008. 

Sunday, February 12, 2012

Some Facts About Fundraising

There are a few well-proven facts that board members and staff need to understand as you evaluate and plan for current and future fundraising, or development, efforts, e.g., membership, annual fund, capital and endowment campaigns, planned giving, and major gifts.

*Individual giving is the cornerstone of nonprofit annual and major giving. In 2009, 75% of the charitable gifts to nonprofit organizations came from individual donors, with only 13% coming from foundations, another 8% from bequests, and 4% from corporations[i].
*Of the total giving in 2009, only 4% went to Arts, Culture, and Humanities (this is the sector where museums and history organization show up). The largest sector, religion, received 33% of the contributions. Of particular note, Education is second at 13%.[ii] The more connected you are with K-12 education, the more eligible you are for a bigger piece of the funding pie.
*On average, 80% of the dollars comes from 20% of your donor base; the reverse is true as well. As a result, both groups require your attention, but in different ways.
*It’s a very rare gift that is a large first gift. With caring stewardship combined with appropriate solicitation methods, identifiable segments of the membership base will move up the donor ladder toward larger and larger gifts. This process is a natural progression – a continuum – for our solicitation efforts and our donors.
*Donors must be an involved constituency and care about the service you provide.
*The board must be the vanguard of those supporting the Museum. They must have 100% participation in the giving program at the highest level they can each support. Major gifts usually come in large part from the board and their relationships.

It is also important to note that diversified income streams are critical to the sustainability of any organization. If one revenue source is negatively impacted by external or internal forces, then the others can pick up the slack in a given budget cycle.

Because individuals are 75% of the charitable giving pool, the Toolkit chapter, titled “Fearless Fundraising: A Roadmap for Kick-Starting Your Development Program,” by Cinnamon Catlin-Legutko, focuses primarily on practical approaches to asking individuals to donate.



[i]“The Annual Report on Philanthropy for 2009,” Giving USA, accessed June 8, 2011, http://www.pursuantmedia.com/givingusa/0510/export/GivingUSA_2010_ExecSummary_Print.pdf
[ii] “The Annual Report on Philanthropy for 2009.”