Nathan Garber & Associates
Governance & Planning Support for the Not-for-Profit Sector

Home

About Nathan Garber & Associates

Articles 

Conferences 

Help sheets

Frequently Asked Questions

Learning Opportunities

Links to Great Sites

Management Support Organizations

Newsletter

Recently added items


 


Home


About pdf files
Most of our free Helpsheets and articles by Nathan Garber are available in both printer friendly Adobe Acrobat (pdf) and web browser friendly formats (html). To view and print PDFs, you must have the free Acrobat Reader installed on your computer. To download it, click here.

 

What's New on this Website
(updated September 19, 2011 )
This site contains help-sheets, articles, and links to other resources to strengthen the nonprofit sector in general and boards of directors in particular.

We emphasize learning opportunities and resources available to organizations in South-western Ontario. To learn more about Nathan Garber & Associates and how we can help your nonprofit organization, click here

 

In the Trenches – You and Your Nonprofit

I am pleased to have contributed a chapter to a new book from Charity Channel.  In the Trenches – You and Your Nonprofit was written for those who want to learn more about the nonprofit sector or improve their knowledge and skills related to nonprofit leadership, management and fundraising. Peer-reviewed articles selected for inclusion in this book have been contributed by nationally known experts within the nonprofit sector.
In the Trenches - You and Your Nonprofit - book cover

You and Your Nonprofit covers a variety of subject including governance, fundraising, leadership, administration, marketing and other topics:

  • Explores planning issues that are often a challenge to nonprofit organizations.
  • Provides models for improvement of management, governance and leadership.
  • Presents proven practices related to the science and art of fundraising.
  • Addresses many of the day-to-day issues that confront nonprofit leaders and professionals.
  • Provides practical and replicable problem-solving suggestions.

How to Purchase
Order online CharityChannel Press at http://charitychannel.com/charitychannel-press/bookstore/productid/127

Until December 31, 2011, use the discount coupon code CCPRESS423 to receive a 25% discount off of the regular price of $59.95  (Limit one to a purchaser. May not be combined with any other offer. CharityChannel Members already automatically receive a discount of 30% and so cannot combine this with their Member discount).

You may also order by phone at (949) 589-5938

 

 

Upcoming Learning Opportunities
for board members, staff, and volunteers
of nonprofit organizations in South-western Ontario

All About Boards

Energize your board and take your organization to the next level.

This series will give you the fundamentals for a high performing board, focused on strategy, innovation, diversity and accountability.

Learn what every director needs to know:

  • The characteristics of high-performing boards and how you can enhance the performance of your own board

  • Key financial accountabilities and responsibilities associated with the role of a director

  • How to attract, recruit and retain the best board members

  • Recognition of strategic opportunities and risks

  • Best practices in governance in the nonprofit sector

Participants will receive:
- Complete all 4 sessions and receive a certificate of participation
- An opportunity to build a professional network of board contacts
- A professional development opportunity that can help build your resume

The Program:
Download the program in PDF format here.
Session 1: Board Basics, September 20, 2011, 9:00 AM-12:00 PM
Session 2: Financial Fitness, October 25, 2011, 9:00 AM-12:00 PM
Session 3: Build Your Best Board, November 22, 2011, 9:00 AM-12:00 PM
Session 4: Big Picture Thinking For Boards, December 6, 2011, 9:00 AM-12:00 PM

Registration:
- For all 4 sessions: $205 Pillar Members; $265 Non-members - REGISTER HERE
Contact us for a group rate for 3 or more board members from your organization
- For individual sessions: $65 Pillar Members; $80 Non-members - To register for individual workshops, click on the session above
- Please read Pillar's Professional Development Policy for cancellations or refunds.

Location: London Central Library, Stevenson & Hunt Room

Level: Beginner-Intermediate

Target Audience:
Are you a new director of a local nonprofit or charity? Are you looking to strengthen your board’s effectiveness? Are you an experienced ED or CEO who would like to build on your boardroom skills and update your awareness of emerging governance issues and trends? If you answered yes to any of these, All About Boards is for you!

Executive Directors'
& Nonprofit Leaders' Breakfast

November 9, 2011

Nathan Garber & Associates and Pillar Nonprofit Network are proud to present another season of breakfast sessions for executive directors and others who are working to strengthen the governance and management of nonprofit organizations.

Join us for the third in the series of 2011 Citi Executive Director & Nonprofit Leader Breakfasts, co-hosted by Pillar Nonprofit Network and Nathan Garber & Associates.

How to Become the Nonprofit "Employer of Choice"

Every nonprofit employer wants to have a good working environment. But so many things are needed to make that a possibility.

Be the one. Discover how to be the preferred place to work.

Wednesday, November 9 (note change of day of week)
7:30-9:30 AM
Delta London Armouries Hotel, Gunnery Room

Investment: $35 for Pillar members; $45 for non-members

You'll learn how to:
- Create an environment where employees are engaged through a common purpose and sense of community
- Help employees feel ‘safe’ at work and generate trust
- Celebrate team successes
- Ensure the team is cohesive
- Understand the importance of work/life balance
- Coach the team through feedback and recognition
- Foster growth within your team

Facilitated by Sharon Mercer, Executive Vice President with Express Employment Professionals, has been a major player in the Staffing and HR Solutions industry since 1981 – helping good people find good jobs with good companies.  Sharon currently has ownership in 5 Ontario franchises including London and St. Thomas. Her philosophy and the philosophy of the entire Express organization are founded on the simple premise: to help businesses be as good as they can be – “if they are successful, we are successful!”aron Mercer, Express Employment Professionals

Target audience: Executive directors, nonprofit leaders, senior managers, board members, and those involved in Human Resources

To register: Register online here

Please read Pillar's Professional Development Policy for cancellations or refunds.

If you are not on my e-mail list and want to be notified about the next breakfast session, send an e-mail to Nathan@GarberConsulting.com 

top of page

New Article

How to Be a Great Chairperson
What you need to know to run effective, efficient, friendly board meetings.

by Nathan Garber////

Online Courses from Charity University

CharityUniversity Network™, a highly popular and rapidly-growing project of CharityChannel offers both live and recorded classes at reasonable prices taught online by the nonprofit sector's top experts.

 Online Courses from CharityVillage

CharityVillage Campus is a series of web-based fundraising courses with downloadable information and resources and short optional quizzes to help you make sure that you're retaining the information. At the end of most courses, you can take a final quiz to earn a completion certificate. Also available through Charityvillage are, online courses in organization management, professional development and technology from Serebra Learning Corporation. For more information, visit  http://www.charityvillage.com/cv/learn/cvcabout.asp  

 

Key-to-the-Sector Workshops
from Canadian Fundraiser & Philanthropy

Canadian Fundraising & Philanthropy continues to offer its excellent workshops in Toronto and around the country.

For details, visit http://www.charityinfo.ca/categories/Events

 

 

Newest Help Sheets

Strategic Planning Model and Terminology
Strategic planning is notable for the lack of standardized methods and terminology in the field. It is therefore useful to establish operational definitions for terms used in the planning process and to be clear about what elements are included in the strategic plan. This help-sheet describes the strategic planning model developed by Nathan Garber & Associates to help clarify the roles of the board and the management.
Strategic_Planning_Model.pdf

Dealing With a Poorly Performing Executive Director: A Guide for the President
Dealing with the executive director’s performance problems is one of the most difficult jobs for the volunteer president of a nonprofit organization. Although the circumstances will be different for every organization, there are some general steps you can take to prepare yourself to address the problems and come up with solutions. (added April, 2005) Dealing With a Poorly Performing Executive Director

Governance Committee Terms of Reference (revised April 2005)
Many organizations are replacing their once-a-year nominating committee with a governance committee that works year-round to strengthen the board through recruitment, training, and evaluation. I've prepared a sample statement of the terms of reference for a governance committee. Feel free to copy and adapt it to your organization.  Governance Committee Terms of Reference.

Get Ready For Strategic Planning: A Help Sheet
In a rapidly changing world, it is important to have clear goals for our organizations and to regularly review our progress. The steps in strategic planning provide a framework for the board to clarify organizational goals and evaluate different strategies for achieving those goals. This Help-Sheet lists the major steps in strategic planning, focusing on the role of the Board of Directors. Get Ready For Strategic Planning


Board of Directors Application Form
To build a strong and effective board, you must recruit and select volunteer board members with the same diligence you would apply to any other important position. If you have never had an application form for directors, you can use this as a template. Identify the skills you need for your board and modify the form as needed.
Sample Board Application Form.
 

Checklist for the Chairperson:
The chair can make the difference between a successful, productive, stimulating meeting and a frustrating, disappointing, waste of time. Chairing a meeting effectively does not come naturally, but it can be learned through practice and effort. Use this checklist to help your board or committee work more efficiently and effectively.
      Checklist for Chair - html format       Checklist for Chair - pdf format

360 Degree Performance Appraisal
Questionnaire Template:
(revised 2004) A template for creating questionnaires to obtain feedback from board members, sister agencies, funders, and employees. The results can be part of the performance appraisal of the CEO. Applies some principles of John Carver's Policy Governance model.  (Adobe Acrobat format only)  360_degree_questionnaire.pdf

Your feedback on these help sheets and my website is always welcome. Please reply to feedback

 

Newest FAQ

What is a "Consent Agenda" and how will it make our meetings go faster?

What is the difference between a constitution and bylaws?

How much money should an organization have in a reserve fund?

What is the procedure for handling confidential matters?

Visit our  Frequently Asked Questions Page
for answers to your questions about nonprofit boards and governance.

 

Presidents' Club

The aim of the Club is that members will be able to effect positive change in the practices of the boards and committees that they chair. Through presentations, reviews of articles and tools, discussions, and e-mail communication with peers and experts, members will be better able to have better meetings, mentor their successors, develop stronger recruitment practices, improve accountability and planning, and create more effective boards.

Membership is open to volunteer presidents, vice-presidents, committee chairpersons and prospective presidents of nonprofit organizations.

The club addresses some of the difficult issues faced by volunteer officers, including

  • Improving meeting management
  • Strategies for recruiting new board members with the skills your board needs
  • Dealing with board or committee members who are not fulfilling their responsibilities
  • Recruiting and training your successor
  • Evaluating governance models
  • Evaluating the Executive Director
  • Protecting your organization from liability
  • Ethical and legal issues
  • Supervising staff members
  • Creating financial reports that everyone can understand
  • Planning a board retreat Who is it for?

Meeting Format

The club provides face-to-face meetings for people within traveling distance as well as  telephone conference call supported by e-mail for members from other locations.

The format is informal, with topics to be decided by the group. We use case studies, and guest speakers, and collectively consider issues brought by participants. You will receive worksheets, articles and other valuable resources to supplement the sessions.

In order to facilitate discussion, group size is kept to a maximum of 10 to enable you to address the issues most important to you.

When and Where

to allow time for discussion and problem-solving, the face-to-face sessions are approx. 2 hours in the evening, held in London, Ontario.

Exact time, dates and location are set by members. If members wish, we can begin the meeting with dinner (see questions below).

Telephone conference calls are approx. 90 minutes in length.

Cost

 $180 (plus tax) for a six-month membership. Meetings and conference calls are held every two weeks.

For more information

For more information, click here to send me an e-mail. Let me know your name and location. I'll keep you informed of progress.

 

top of page

 

This Website Chosen for the
Nonprofit Good Practice Guide

I'm pleased to report that this website has been judged by The Dorothy A. Johnson Center for Philanthropy & Nonprofit Leadership  as as one of the most helpful resources on Governance for nonprofits and has been profiled in the Nonprofit Good Practice Guide. The Guide is a project of the Philanthropic and Nonprofit Knowledge Management (PNKM) Initiative, which seeks to capture, organize, disseminate, and promote the use of good practices in the nonprofit sector.

Learning Opportunities, 
Meetings & Conferences 


London (Ontario) and Region

London & Region Fund Raising Executives (LRFRE) is an association of professionals engaged in fund raising efforts in the charitable sector as paid staff or active volunteers.
For details visit http://www.lrfre.on.ca/

Executive Director Breakfasts
See information on this page.

 

top of page

Online Newsletters & Blogs 

E-mail Newsletters

Newsletters on fundraising, volunteer management, boards and governance, technology for nonprofits, book reviews. Delivered to your e-mailbox 

http://blueavocado.org/ is an entertaining monthly newsletter with articles about boards and governance

Nonprofit Good Practice Guide Newsletter.
A monthly newsletter from The Johnson Center   features a monthly topic to assist nonprofits in improving their efficiency and effectiveness.

Nonprofit News from Nathan My own irregular newsletter includes items I think will be of interest to nonprofit managers and directors. It includes notices of local learning opportunities, newly discovered websites and a digest of pertinent issues and local and regional news. To subscribe, send me an email.

Nonprofit Online News covers technology issues in the nonprofit sector.

 

Online Articles, FAQ's 
 & Help Sheets


Boards of Directors: Recruitment, training, and evaluation

Causes of Board Absenteeism and What You Can Do About It
While no one would find fault with a director or trustee who misses an occasional meeting due to unforeseen circumstances, the morale and the work of the board can be compromised by persistent absenteeism by one or more board members. In this article, I outline list four causes of persistent absenteeism and five recommendations for how to deal with them.

 What Nonprofit Boards Can Learn from Penelope Burk
In interviews with many donor, Penelope Burk learned that they want
three things:

  1. to be thanked promptly with some form of meaningful acknowledgement;
  2. to be reassured that their donation would be used for the purpose they intended; and
  3. to receive a report on the results of their last gift before they are asked for the next one.

Board members deserve no less. This article describes how to apply these principles to recruit and retain great board members.

 Board Application Form.
To build a strong and effective board, you must recruit and select volunteer board members with the same diligence you would apply to any other important position. Identify the skills you need for your board and modify the form as needed

Checklist for the Chairperson
Use this checklist to help your board or committee work more efficiently and effectively
 Click here for pdf format

 A Strategy for Building Governance Capacity suggests that you devote one year to improving board performance in each of three categories: assuring integrity and accountability; planning and evaluation; and acquisition and management of financial resources

What You Need to Know about our Board  (help sheet).  A template for an information sheet for initial contact with prospective board members.

Governance Checkup (help sheet). Twenty questions to help you determine what training or action your board needs to improve its governance

Seven Questions You Should Ask Before Joining A Board How to tell if you should accept an invitation to join a Board.

Making the Best Use of Self-Evaluation Questionnaires
There are many board self-assessment tools in print and online. Don't try to administer any of them before you read this.

How much money should a nonprofit organization keep in a reserve fund?

Planning & Evaluation

What is Strategic Planning (help sheet) Basic introduction to the process of strategic planning and the role of the consultant.

Get Ready For Strategic Planning
In a rapidly changing world, it is important to have clear goals for our organizations and to regularly review our progress. The steps in strategic planning provide a framework for the board to clarify organizational goals and evaluate different strategies for achieving those goals. This Help-Sheet lists the major steps in strategic planning, focusing on the role of the Board of Directors.

Linking Resources to Results (Treasury Board report). Approaches, innovations and good practices that could be applied in the federal government 

 

Governance Models

Governance Models (article). Describes five different ways that Boards see their jobs.

What EXACTLY is the Board's Job (article) My rant on the idea that there is only one true way to run a board of directors (subscription to CharityChannel is required).

Executive Committees (article) An increasing number of organizations have disbanded their Executive Committee. Governance Matters asks why.

Board Job descriptions

President or Chair (help sheet). A generic job description for the President or Chairperson of a voluntary Board of Directors.

Secretary (help sheet). A generic job description for the Secretary of a voluntary Board of Directors.

Meetings

What is the procedure for handling confidential matters?

What is a "Consent Agenda" and how will it make our meetings go faster?

How to Be a Great Chairperson: What you need to know to run effective, efficient, friendly board meetings.

Employment Issues

Evaluating the Executive Director is one of the most challenging jobs for a Board of Directors. Here are some resources that you might find useful

360_degree_questionnaire.pdf (Adobe Acrobat format only): A template for creating questionnaires to obtain feedback related to Executive Director performance from board members, sister agencies, funders, and employees. The results can be part of the performance appraisal of the CEO. Applies some principles of John Carver's Policy Governance model.

Major Oversight : Marilyn Dickey's article in the Chronicle of Philanthropy on reviewing the performance of the Executive Director. I give my views on the "360 degree" approach to evaluation. (links to Chronicle of Philanthropy website)

top of page


 

 Support  Organizations
 on the Web

Alliance for Nonprofit Management  a professional association of individuals and organizations devoted to improving the management and governance capacity of nonprofits. I attended the 2002 conference and was impressed with "leading edge" thinkers.

BoardSource (formerly National Center for Nonprofit Boards) has many good publications. Annual conference  in Washington looks good too!

Ontario Nonprofit Network aims to strengthen the community leadership provided by the voluntary sector

CVRSD (Centre for Voluntary Sector Research and Development) of the Univerité d’Ottawa and Carleton University

LRFRE  (London Regional Fund Raising Executives): an association of professionals engaged in fund raising efforts in the charitable sector. Has an event schedule on website.

Pillar Nonprofit Network
aims  to increase the visibility, credibility, accountability, professionalism and capacity of the voluntary sector in London area. 

Sustainability Network assists environmental organizations in the areas of management and leadership skills and organizational development. they provide training workshops, forums and online courses, direct management assistance, bursaries and other activities that help build capacity in the environmental sector.

top of page

Great Nonprofit Sector Websites 
Click here for links to websites containing information on a wide range of topics of interest to managers and board members of nonprofit organizations and charities. Emphasis is on Canadian content but I'll include anything I think is useful. I will be updating this list frequently, so keep checking for new content.

top of page

 

Nathan Garber & Associates
Training and Consulting for the Nonprofit Sector
1071 Richmond Street, London, Ontario, Canada  N6A 3K1
tel: (519) 439-3008  fax: (519) 439-3008

Nathan@GarberConsulting.com