{"id":29697,"date":"2014-09-04T17:51:53","date_gmt":"2014-09-04T21:51:53","guid":{"rendered":"https:\/\/joangarry.com\/?p=29697"},"modified":"2023-09-27T13:42:46","modified_gmt":"2023-09-27T17:42:46","slug":"nonprofits-prepare-end-of-year","status":"publish","type":"post","link":"https:\/\/joangarry.com\/nonprofits-prepare-end-of-year\/","title":{"rendered":"A Clever Way to Fire Up Your Board For Year-End (Before It&#8217;s Too Late!)"},"content":{"rendered":"<p>Last week, a client said to me (with na\u00efve surprise): \u201c<em>It\u2019s like my board disappeared on Memorial Day and I haven\u2019t heard from them since.\u201d<\/em><\/p>\n<p>Your board has behaved like a den of bears all summer. Serious hibernation.<\/p>\n<p>And fess up. You gave up on them, assuming that if you knocked, no one would be home. So you didn\u2019t do much knocking.<\/p>\n<p>So here you are. Labor Day has come you are all officially \u201cback in school.\u201d<\/p>\n<p>Time to put a laser focus on the final four months of the year. <strong>Regardless of your fiscal calendar, year-end is everything when it comes to fundraising.<\/strong><\/p>\n<p>So what\u2019s the plan of attack?<\/p>\n<p>I have a pretty clever idea for you. In fact, I like it so much, I may even try it with a few clients.<\/p>\n<p>Here it is.<!--more--><\/p>\n<h2>BEHAVE LIKE YOUR BOARD IS GOING \u201cBACK TO SCHOOL\u201d<\/h2>\n<p>There\u2019s not a human being for whom the phrase &#8220;back to school&#8221; doesn\u2019t mean, \u201cOk, playtime is over. With a new lunchbox and sharpened pencils, I\u2019m ready to take on the challenge of a new school year.\u201d<\/p>\n<p>My idea is that you should play right into this theme with every single board member.<\/p>\n<p>Send every board member a box of sharpened pencils accompanied by a note that outlines the fall \u201csyllabus.\u201d If your board is small, consider lunch boxes.<\/p>\n<p>In the best of all possible worlds, this gift should come from the board chair and the executive director \u2013 the partners who lead the organization.<\/p>\n<p>What an incredible message that would send about the board and staff working in partnership.<\/p>\n<p>So I <em>think<\/em> I\u2019ve had crazier ideas. But I bet it will have a very big impact.<\/p>\n<h2>THE BACK TO SCHOOL \u201cSYLLABUS\u201d<\/h2>\n<p>The syllabus should contain a draft of the top 5-10 big things you\u2019d like to be able to say about the organization and its accomplishments on New Year\u2019s Eve. These statements should:<\/p>\n<ul>\n<li>Include programmatic successes that rest largely on the shoulders of the staff<\/li>\n<li>Motivate your board to kick into a higher gear<\/li>\n<li>Be ambitious but achievable<\/li>\n<li>Be a core component of the first post Labor Day meeting so they can be finalized and locked in.<\/li>\n<li>Define the focus for the entire organization between Labor Day and New Years Eve. If anyone is working on something not on the list, they should seriously reconsider that activity.<\/li>\n<\/ul>\n<h2>A SAMPLE SYLLABUS<\/h2>\n<p>What might such a syllabus look like? Here\u2019s a sample. Try it on and see if it fits. Perhaps it will spur some ideas of your own or you can use it as a template.<\/p>\n<p style=\"padding-left: 30px;\"><em>To:\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 The Board of Directors<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>From: \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 ED and Board Chair<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>Re: \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Welcome Back!!!<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>I hope each of you had a terrific summer and a chance to rest, see the world, read a great book, or binge all seven seasons of Breaking Bad. For those of you who joined us for our summer event, once again thank you. The participation of board members at our events sends a strong message to donors and prospects that ours is an organization that is engaged at every level. These are the kinds of organizations that donors love to support.<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>Are you wondering about the lunchbox \/ box of pencils? Maybe you have already figured it out.<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>Labor Day has come and gone and now it\u2019s time to sharpen our pencils, pack our lunchboxes, and get down to the serious work that lies ahead for our organization between now and the end of the year.<\/em><em>\u00a0<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>As you know _____% of our revenue comes in between October and December so clearly our fundraising efforts will need to be in high gear.<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>But that\u2019s not the only way we will measure success when we raise our glasses to toast this fine organization on New Year\u2019s Eve.<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>So ________ and I met last week and came up with a draft of what we think are the most important accomplishments we should be focused on between now and year\u2019s end. As you will see, they range from fundraising goals to board member recruitment to a key programmatic success to a well-placed op-ed. Each of these \u201c10 Big Things\u201d aligns with our strategic plan.<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>We\u2019ll be meeting later this month and will put this list on the agenda. We want to make sure the list has the right things on it, that they are clear and measurable, that they are ambitious but achievable and that we all have what we need to meet them. <\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>These will become our 4<sup>th<\/sup> quarter marching orders. Here they are:<\/em><em>\u00a0<\/em><\/p>\n<p style=\"padding-left: 30px;\"><em>[BULLET LIST OF YOUR \u201c10 BIG THINGS\u201d GOES HERE]<\/em><\/p>\n<p><strong>YOUR 5 &#8211; 10 BIG THINGS<\/strong><\/p>\n<p>So what might your \u201cbig things\u201d look like? They\u2019ll be different for every organization, but here are some ideas you can sketch out on the blackboard.<\/p>\n<ul>\n<li><strong>Inspiration.<\/strong> An external voice will be invited to a board meeting in September who will inspire the board and enrich them about the power and significance of our organization. The Board Development Committee and Development Director will use this inspiration to set a 4<sup>th<\/sup> quarter \u2018new\u2019 money target for the board (NOT event money). The committee will serve as a catalyst to move the board to that goal.<\/li>\n<li><strong>Wins.<\/strong>\u00a0The staff will have a minimum of 2-3 tangible and measurable \u2018wins\u2019 that it can be proud of, that can generate visibility, and that can be beautiful stories for fundraisers.<\/li>\n<li><strong>ED Review. <\/strong>If your Executive Director does not have a formal review process, create a subcommittee to develop one by New Years.<\/li>\n<li><strong>Press.<\/strong>\u00a0The organization should score some key visibility for its work. Doesn\u2019t have to be <em>The New York Times<\/em> but shoot for\u00a0an outlet that speaks to folks <em>outside <\/em>the choir. Here\u2019s one way to <a title=\"How to Get Nonprofit Press on the Cheap\" href=\"https:\/\/joangarry.com\/nonprofit-press-cheap-pr\/\">get cheap PR<\/a>.<\/li>\n<li><strong>Review of Accomplishments. <\/strong>Charge every board committee with a year-to-date review of goals and accomplishments. Each should meet in September to do this and then craft its own list of Big Things to get to before year-end.<\/li>\n<li><strong>Board Recruitment. <\/strong>Board governance should report out on the health and size of the recruitment pipeline. There should be a discussion on the top 2-3 recruitment priorities (and it can\u2019t just be \u201cmore.\u201d). Things like we need a PR person or we have a huge donor pool in Dallas so we really need a board member there. Put a laser focus on filling those priorities by adding more names to the pipeline and vetting process. Here are some tips on <a title=\"How to Select First Rate Board Members\" href=\"https:\/\/joangarry.com\/interview-questions-non-profit-board-members\/\">finding great board members<\/a>.<\/li>\n<li><strong>Staff Appreciation. <\/strong>Don\u2019t wait until December. Every staff member should be acknowledged during the holidays. If you are going to close the office for a few days, get to that NOW so staff can plan. If you are going to get everyone a little something, make it personal. Here\u2019s a <a title=\"A Meaningful and Inexpensive Staff Gift\" href=\"https:\/\/joangarry.com\/meaningful-inexpensive-staff-gift\/\">staff gift idea<\/a> for inspiration.<\/li>\n<li><strong>Review the Strategic Plan. <\/strong>I guarantee you there are a few things you haven\u2019t done or haven\u2019t finished. You might toss them on the list.<\/li>\n<\/ul>\n<h2>KEEP IT POSITIVE<\/h2>\n<p>The list that accompanies the lunch box should be written in the form of \u201ctoasts.\u201d Not to-do\u2019s. Everyone loves to sit in front of the fireplace with a glass of champagne and stroll down memory lane about things you are proud of. So make the list, check it twice, get the board behind it, and keep the list with you throughout the fall. All eyes on the list and there will be some serious toasting before the ball drops in Times Square.<\/p>\n<h2>NEXT STEPS<\/h2>\n<p>If you&#8217;d like more help with up-leveling your board, I&#8217;d like to invite you to my free online workshop called, &#8220;<strong><em>Let&#8217;s Build the Nonprofit Board of Your Dreams<\/em><\/strong>.&#8221; You can participate at your own convenience. In the workshop, I&#8217;ll teach you three steps that can transform you board from &#8216;hot mess&#8217; to &#8216;high functioning&#8217;. You can <a href=\"https:\/\/nonprofitleadershiplab.com\/free\/fixmyboard\/\">get more details and sign up here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>When it comes to fundraising, year-end is everything. I have a really clever idea I like so much, I\u2019m going to use it with some of my clients.<\/p>\n","protected":false},"author":4,"featured_media":596487,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[15,17,16],"tags":[],"class_list":["post-29697","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-board","category-fundraising","category-ceo"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.9 (Yoast SEO v24.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Clever Way for Nonprofits to Prepare for the End of the Year<\/title>\n<meta name=\"description\" content=\"When it comes to fundraising, year-end is everything. 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