The Board as Employer
Section 7 (Items 61-70) of the Annual Checkup: A Board Governance Self-Assessment
61. If you have staff, you need to have a personnel policies manual. Here's a great checklist from The HR Department on the essential elements. We also have a great article from Insperity on the 7 Most Frequent HR Mistakes made by boards.
62. Looking for a template for an Executive Director Position Description? Here it is! Be sure to modify it for your group's unique needs and circumstances. For those who love BoardSource products, here's a streamlined position description, template CEO contract and article about 6 Core Compentencies of a CEO from them.
63. Every volunteer board member likes to see a good template of a performance evaluation tool for the director. This one developed by the Colorado Nonprofits Association wraps in achievements based on the Strategic Plan.
64. The CEO's salary and benefits package should be reviewed regularly by the board. The National Council of Nonprofits has a great sample policy that is IRS-compliant.
65. What in your personnel files? All situations are different, but the checklist in this blog from The Balance is a good place to start.
66. Thank you, BoardSource, for this great infographic laying out a timeline for an executive succession plan.
67. Federal laws make a clear distinction between employees and independent contractors. Double check to make sure you have classified your staff correctly with this article from the National Council of Nonprofits.
68. The strength of the relationship between the board chair and the CEO/Executive Director is crucial. Fellow consultant Julia Classen at Aurora Consulting has developed a great worksheet for talking through the things that matter. BoardSource outlined the separate and shared responsibilities of CEO and board in this graph. Associations Now chimes in with a blog on The Right Way to Kick Off the Board-CEO Relationship.
69. The complexities of real-world interrelations between board and staff is being increasingly studied. Here's a great analysis on Shared Leadership from Emily Davis of BoardSource. They've also got ideas for CEOs who want to improve their relationships with their board by Practicing Self Management. To have trust-based relationships, we have to be trustworthy. It's worth taking the self-assessment from Stephen M. Covey's The Speed of Trust.
70. In this blog about building trust between board and CEO, the team at Board and Administrator make the case that the board ought to make sure it is providing growth opportunities for the director. For a primer on executive coaching, check out this article from Nonprofit Quarterly.
- Good advice from the Minnesota Nonprofit Council on how to conduct the performance review of your CEO.
- Are you following the rules regarding unpaid internships? Guidestar explains the impact of a recent court decision.
- An executive transition can lead to great growth or cause great harm. CompassPoint and their parnters at Raffa issued this extensive study. BoardSource Senior Governance Consultant Katha Kissman, from Indian River County, provides this great blog on Being Interim. Other BoardSource products include 5 Types of Leadership Transitions, the difference between Acting, Interim and Transition CEOs, handling Emergency Transitions, getting the most from Exit Interviews with departing CEOs, and Exit Planning for a Retiring CEO.
- CEOs are often elevated from the ranks of staff, and board members are often close with their directors. Here's an article from the Chronicle of Philanthropy on How to Be a Boss When You're Supervising Friends. BoardSource helps out with an FAQ on Board-Staff Interactions.