Planning and Evaluation
Section 6 (Items 51-60) of the Annual Checkup: A Board Governance Self-Assessment
51. Clarifying the "Big Picture" is fundamental to board service. BoardSource has great resources here. The Mission Statement; Tips for Writing a Mission Statement; 9 Characteristics of a Good Mission Statement.
52. BoardSource is also there to help us with The Vision Statement and Redefining the Vision. Let Simon Sinek guide you To Write a Vision Statement that Works.
53. The Board Doctor really likes the strategic planning information consultant Carter McNamara has created or curated at the Free Management Library. Here's their Basic Overview. For those who prefer BoardSource products, here's the Elements of a Strategic Plan.
54. This great article from Blue Avocado includes a number of indicators for your dashboard, including measurable goals for the board itself to accomplish.
55. Great Boards provides this model for a Strategic Planning Committee Charter outlining the role of the board in planning.
56. Nothing says "got their stuff together" like a Logic Model. Here's a good sample that is clear and ready to fill in. Lots of implementation headaches can be avoided if the board insists on seeing one of these before a new program is approved.
57. Are your organization's programs effective? The only way to know is to track outcomes. This is the essence of fiscal responsibility on the part of the board. The Schusterman Family Foundation did us all a favor by putting together this Data Playbook.
58. It's up to the Board to say what information they would like to have at each meeting, from staff as well as other sources. BoardEffect hit the nail on the head with this blogpost. Compasspoint's Library of Performance Indicators is great! Choose some to follow across time to determine whether your group is achieving the results it means to.
59. Don't worry about what you'll do if something happens to a key board member - plan for it. BoardEffect published this blog on The Power of Board Succession Planning. Here is BoardSource's contribution on Addressing the Need or Succession Planning. A group in Boulder called Social Venture Partners did this white paper on Succession Planning for the Board Chair.
60. It is up to the board to define what the end result of marketing or PR efforts should be, then to choose the best strategies to achieve it. Nonprofit Marketing Guide is a great step in the right direction. Nonprofit Hub blogs often center on marketing planning, including crisis communications planning. Nonprofit Quarterly has a guide on Social Media Metrics.
- Strategic Planning comes with its own jargon. Thank you OnStrategy Resources for this helpful glossary.
- Once one has served on a board that gets a good Dashboard Report before every meeting, he or she never wants to go back. Here is how BoardSource describes the top ten benefits.
- Would your group's actual effectiveness withstand objective scrutiny? Or are you suffering from The Ikea Effect? Fun little blogpost from Guidestar.
- When it comes to planning, process can be as important as the final outcome. The Spark Institute's Toolkit for Adaptive Planning provides a fresh approach, while the Sergay Group provides a clear outline for a more traditional approach. Carter McNamara's ideas on How Not to Do Strategic Planning are not to be missed.