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Nonprofit Radio for March 1, 2019: Your CEO/Board Chair Relations

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My Guest:

Aisha Nyandoro: Your CEO/Board Chair Relations
You, or your CEO, as the case may be, need to work together with your board chair toward an aligned vision. How do you establish it and what if it gets blurry? Aisha Nyandoro shepherds us through CEO/board chair and full board relations, as in recruiting, onboarding, engaging and removing. She’s CEO of Springboard to Opportunities.




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Hello and welcome to Tony Martignetti non-profit radio Big non-profit ideas for the other ninety five percent on your aptly named host. Oh, I’m glad you’re with me. I’d be forced to endure the pain of ventricular itis if you broke my heart with the idea that you missed today’s show your CEO, board chair, relations you or your CEO, as the case may be, need to work together with your board chair toward an Aligned Vision. How do you establish it? And what if it gets blurry? Aisha nyandoro shepherds us through CEO board chair and full board relations, as in recruiting onboarding engaging and removing she’s CEO of Springboard to Opportunities. Tony’s Take two act Blue responsive by pursuant full service fund-raising data driven and technology enabled Tony dahna slash pursuant by Wagner CPAs. Guiding you Beyond the numbers. Wagner cps dot com Bye. Tell us. Turning credit card processing into your passive revenue stream. Tony dahna slash Tony Tell us and by text to give mobile donations made easy text. NPR to four four four nine nine nine It’s a pleasure to welcome Asian nyandoro back to the show. She is chief executive officer of Springboard to opportunities. Springboard provides strategic direct support to residents of federally subsidized, affordable housing. She’s been an academic and evaluator, a philanthropist and NON-PROFIT executive. She’s a Ted ex speaker and her work has been featured in Essence Magazine, CNN, MSNBC, Fast Company, the Nation and other media. Isha’s life mission is to holistically and compassionately lift families out of cycles of poverty. She’s at Isha underscore Nyandoro and springboard to opportunities. Is that springboard to dot or ge? Welcome back to Non-profit Radio Ayesha. Thank you so much for having me back. Tony Beets. Absolute pleasure. Sorry. Yes, thank you. I’m glad it feels good for you. It feels good for me. Um, you’re calling in from Ah, you in Jackson, Mississippi? Is that right? I am calling you from a rainy, dreary day here. Injected it. Good. OK, it’s always good. It’s always good in the south, right? Yeah, it’s I like that. It’s always a good thing coming. Fancy coming for somebody? The Northeast Teo, You know, we’re all jaded and think we’re the center of the universe. No, that’s not true. All right. I’m glad to have you back. It was about three years ago. I look back. It was about three years ago, actually to the month. I think it was May have been a January of twenty sixteen that you were on. So it’s, uh it’s been three years since I met you at the opportunity collaboration, which must have been that the October before. That must’ve been October twenty fifteen. That’s exactly right. Well, and a lot of a lot of change since then. But I’m still doing the same great work with springboards opportunity here in Jackson. And so yeah, I think I’ve seen you two be good. I’m glad. Alright. I love your laugh to scorn. Follow-up lifting. Love it. Okay. Um, so your your primary point we got, you know, we have an hour together, so we got time to Flesh is sold out. But you’re you’re very concerned about having an aligned vision between you as CEO and your board chair. What? What does that look like? A big align vision is really a vision where you, as the CEO are maintaining your ideals, your leadership and not losing yourself in the voice of the chair of your board. But they’re also really recognizing that in order for that vision, come to pass, but you really do need the support of the chair. So it really is a beautiful day in, and it is a relationship that a lot of intentionality and work has to be put into. And I don’t. I think a lot of folks understand. I understand the work and the balance that it takes a really maintaining those relationship. And that is not something that happens overnight. And, well, you know, if I get the relationship in order to make sure that you’re getting all of the benefits from the relationship, you have to invest in it. And so, you know, that’s true with the relationship between the CEO, our executive director and the board chair really being intentional about the relationship and putting the work in and ensure that both parties are getting the support that they need from it. Okay, just like any personal relationship or or like any part of the relationship yesterday evening, it’s the same thing. And I think the best beauty about you know, it really is something that translates over easily into personal relation. Because what you’re bored Chair, you really do have to have a personal relationship with them. It just can’t be about whatever is going on professionally with the organization, because so we lead of organization. So much of your personal idea ideology is invested into it. And so because of that you, you know, Yes. You have to have a personal relationship with that individual, will you? You said it’s a It’s a beautiful dance. Uh, who leads? Even Think of a way your words against you Eve. Of course, to see only because the CEO is the head of the organization. But with that that thing you really have, tio have a relationship where you can be open about your vision and your idea. And you can trust that you know it time that you all may not be on the same page and you’ve done the work and the relationship in investing in the relationship to trust that the relationship will still stay in even when you do have moments when you disagree. You know, for my board chair and I have a great relationship. I’ve known her now for years, and she is one of my absolute favorite people. But they are sometimes, but we have had to have courageous conversation and that is simply a conversation that was difficult because I knew that we were on different sides of, you know, a position that that we felt both passionately about. But because of that that we had done investing in a relationship ahead of time, we’re able to have those conversations were ableto agree to disagree. And the work continues. Okay, So give us give me a sense of what this looks like when you’re, uh you’re thinking about who’s who the next board chair is going to be. How do you You know, How do you start this dance? How do you make sure that he or she is aligned with the mission? The way you as the CEO are you before you select? I mean, you maybe have a couple of people. Maybe Maybe it’s a few board members. Or maybe he’s an outsider. You know, you wouldn’t. You wouldn’t really bring an outsider on to be bored. Share, would you know, you bring out that you would cultivate them up, okay? You would cultivate them. You want someone who understands some of the historical history of the organization has that context of the work and you know, and has worked their way up the ranks start to stay in the board. Okay. And so far, you know, that’s a good question because currently springboard its own wrapping a new board chair. So we identified the chair who would take over the end of this year, and she’s currently serving in the role of vice chair. And so for me, the way that I am going about really fostering that relationship with her and getting to know her, it’s a chicken once someone you know, so we can begin to get to know each other, get to know it doesn’t work now, personalities I know her, but I don’t know her nearly as well as I know the board here with whom I talked to weekly and, you know, and that I’ve talked to weekly for No for years now. So just be really being intentional about putting that time and think, OK, let’s just you know, And, uh, my board chair is in Maine and fice Terrier. My board is in New Orleans. So where the vice chairs like? Okay, listen, virtual coffee because you are in the world. I am in Mississippi. I can’t physically see you want so much, but we can, you know, elect some time on our respective calendars. Just a connect and, you know, catch up with the work, catch up with personal life and just really no began to build those connections that I know are necessary when you’re trying to, you know, move strategy forward. Okay? Give me a chance for a break and we can compete up the conversation. Right. Right where you are. Just hold on. No problem. Pursuant, their newest free book is the Art of First Impressions. It’s all about Donorsearch acquisition. To attract new donors, you need to make a smashing first impression. How do you do it? E Book has their six guiding principles of ineffective acquisition strategy How to identify your organization’s unique value plus creative tips. You’ll find the book on the listener landing page at tony dot M. A slash pursuant capital P for please. All right, now, let’s go back to your CEO Board chair relations. Did you say your current board chairs in Maine? And the vice, The vice chair. The chair to be is in New Orleans. Is that right? That’s correct. Okay. Do you find now? Okay, Well, you’ve the current board chair. You’ve worked with her for years on DH before she was bored. Chair. You obviously were working, whether just not as closely did that distance, uh, hinder the relationship You, you know, not at all surprising. And that’s the thing with technology now. Yeah. You know, there’s so many opportunities to connect and really be a relation buy-in ship over with technology. We have no meetings there. Space time there’s, you know, text messages. There’s all these ways to stay connected. I text her all the time. It’s just something that I think is interesting, just our foreign, her different articles. So there really is so many ways that you could be a relationship and feel connectedness when you are not physically in the same space with someone. So I don’t want people to feel like, you know, in order to have a really great relationship with the boardmember that you have to have physical proximity because I found that not, you know, that has not had to be the case. Yeah. So you’re you’re texting frequently. Your you have these weekly calls with the board chair, but frequent texts back and forth, There’s just you know, it’s it’s deeper than a I don’t I don’t really know what to call it, so I don’t want to take a chance and blow it and call it something wrong. But it’s deeper than just a professional relationship you have with her That’s not exactly right. But I’m saying you know so much you really do get to the place where it is a personal relationship with Will I feel in order to truly advanced the work. You have to have those things and especially for those of us who lead now process because so much of non-profit working really hard work. So it really is a lot of your personal convictions. And, you know, it’s a lot of your personal convictions go into the work. So you do get to a place where you know it’s a professional personal relationship, but at the same time, you feel do recognise it. Okay, um, even though we have this relationship that it’s still it’s a working relationship. So it’s not as if you ever you know, blur the line and get to a place where you know you’re unprofessional or you can, you know, get really comfortable in some of the spaces because it still is your balls. And you still have to be mindful of that on DH. That’s just, you know, this is the reality of our working relationship. I feel Yeah, yeah. Now I hear you. It’s it’s a deeper professional relationship, but it’s still not, you know, it’s not a relationship with your friends. Of course you can’t. You can’t You can’t You can’t get that. That’s that would be inappropriate. But it’s but it’s not dry in stagnant, and you don’t know who wants to work in that space. It’s close. It’s close. I mean, it’s a close working relationship, so and so in terms of this, you know, vision alignment, you would. You would learn that as the person worked their way through the ranks of the board, I mean, whether whether they’re in line with the mission and they see it, the mission and the vision, the same way you do. You would learn that a cz you got to know them on the board, and if you didn’t feel it was a right fit, you know, to be to be chair, then you just, you know, you wouldn’t nominate that person or you would exactly right and that, and I think that’s exactly right. And I think it’s a lot to be said for that because I think sometimes wanted a steak that non-profit leaders to make. If you know, wanting to promote their friends and putting their friends on their boards in different things such as that, And then you know, you make your friend your board chair and you all may not have the same vision. And they they really affected friendship than an answer, being a really stressful situation for everyone involved. And so that really allowing the individual work up the ranks on the board and get to know that individual doesn’t mean that, you know, they’re your personal, your favorite person on the board. But is this the person that you understand? You are most aligned with the and that can really help carry the mission forward because of the end of the day, It is all about strategy and mission driven and trying to figure out how do you make sure that the organization is living out his mission? Envision as best, possibly when when you do have some rough spots, let’s say you know you. You said, you know you’re there times you know you’re on the other side of oven issue problem than the chair. How do you, uh, how do you approach it? You talk about it. If you don’t let us sit. I mean, haven’t you have open dialogue and conversations and you just go in and you lay out your position and your Russian allies, you’re give him out? You don’t go into Vince. Um, you build your best case for why you are advocating for whatever that position is, and you allowed them to do the same. But it really is that open dialogue and communication in trusting the work that you have put in and establishing a relationship to begin with. Yeah. You have a solid foundation that you’re building, right? You said earlier you’re confident that the relationship isn’t going to break down over this thiss obstacle. Obstacles overcome oppcoll, but it takes open communication to do it. And I really do think that’s a sign of a healthy relationship. When you can have those disagreements and recognize it at the end of the day, everybody’s okay. Because if you were not able to go to your board chair and say I disagree with you on that, or I don’t think this makes the most sense in here is why is it a relationship and, you know, and are you out truly allying And so to be. If you are not in a place where you can have it on a silo, there’s no more that needs to be done with that relationship. Okay. Okay. Uh, excellent. All excellent advice. What? Let’s see. So So before we before we start talking to the to the bigger issues and I’ll move, move to the bigger board and the CEO relationships there. What? Maybe you’ve already said it, but what would be your your number one takeaway for that? For that board chair CEO relationship, the number one takeaway really would be for first CEO to understand their vision for the organization and to feel comfortable communicating that beige into whoever, whether or not to be your board chaired. The donor is the staff members of the board members that whoever that has to truly know what your vision is on Bac comfortable in that space and then from there, hold having open dialogue and communication with your board share regularly. And recognizing that fostering that relationship has just so much a part of your job as the fund-raising aspects of your relation of your job. It always, you know, extreme part of your job description. Well, that was to take aways, but I’ll let you go. Your anarchist now. Yeah, you weasel doing there. But that’s fine. Not all important. I’m just getting, um, Yeah, I mean, I hear you communication, open dialogue, a strong, foundational relationship. Uh, you know, as you said, so that you can you can be honest in the rough times and hear each other and work through. No, no obstacle is insurmountable. If there’s if there’s a strong relationship. Teo, att the base. All right, Cool. All right, so, so broadening a little bit. You know, if we if we go to the think about now the CEO relationship with the Fuller, that the bigger board, um, how do you How do you get involved with board recruiting Yeah, so you know, for us, boy recruiting, really. Governance committee. Where must again, we’re going through that process right now, We have a governor’s committee where we have set up a metric of what it is that we know. That we need organizational in orderto helpless, you know, extra cheese, the pieces of our strategic plan that was recently identified. And so it really is using that rubric to help guide our decisions about what makes the most sense. And that’s where you know, having strong boardmember that are well connected labbate locally, regionally, nationally also comes into place because they can make recommendations and allow us the CEO to say yea or nay order, do some research on those individuals going. You know what, the CEO, you have individual that you think they make sense that that really is where bilich conversation should come into play. And it could be a fun process. But, you know, really thinking about who gets to be a part of division for the next three or so years moving for it. You know, I love. I love putting boards together. You know, one of my favorite pieces of my job, because it really is a lot of fun. So you lean on your board members toe open up their networks. Teo. Potential board members. Yes, the and Boardmember should recognize that that is a big part of their job as well. You know, provide access to their network into really be Campion’s before the organization with their friends and colleagues. You know, talk about what is this? That we’re doing a talk about what it is that the organization is doing not just from by natural lorts teeth, but also from, you know, he wasn’t a recruitment. Peace and social capital is really important, and we have a dynamic board right now in the majority of the board members that we have have come directly from referrals from other board members. And so shall you know the board. Your board’s ability to provide their connections in that social capital is just as important to me. In my opinion, for them to help with the financial fund-raising aspect of it is Will. And this well is there. You know, they’re content expertise because our board is still a fairly small board. So I really do rely on thy boardmember. They have contact because experts in various pieces on that we know will be to be strategic and move forward. Okay. I probably should’ve asked before you stay. You’re stuck with Ah, lackluster host. I’m sorry. Describe your tell us about your board. How big? What committees do you have? Yes. Our board is really small working board. We have seven board members were potentially about to growth either nine or eleven. And yeah, and everyone. Everyone on the border’s content expert that aligned to specific buckets. The work that we do for the organization. So we have individuals who are housing expert. Since we’re working affordable housing experts. Since we work in the space of federally subsidized, affordable housing, we have individuals who are organizational strategist. Because when we started seventy years ago, we said that we knew that we would be growing rapidly so that we so we knew we needed someone that provided a level level of expertise. So it really is matching Arnie. Finding is like chess. The needs that we have fighting appropriate individuals to feel that gap for us. Now, how does that feel? You if you’re going to grow from seven to ten or eleven, I mean, that’s Ah, that’s like roughly a fifty percent increase in inboard size. How does that feel it feels about? It feels right. It feels like it’s time we go back your fourth and you know. And so if you know it will bring bring on either two or three, so so it doesn’t feel too big on there. Still is manageable because, you know a lot of CEO time managing for it. It helps relations with those things. Those bilich manageable for me. I don’t know if I don’t want to have a board that is twenty members or fifteen members or different things fishes at which those of my colleagues have. So it feels it feels good. And it feels like we’ve all been involved in the process of getting to the place of having a board decide on that. Feels like it’s timely that, you know we’re being conscious of the organization’s posts and where we are and saying, OK, as we have grown in our strategies and our footprint, we need to bring on more experts that can help in these various spaces, though it’s not something that we’ve done happenstance, very few teaching in time. So where we are, which is also very important for individuals to be mindful of. Yeah, yeah. Mindful that you’ve you’ve identified areas of need that a springboard has grown that you now require. And so you’re expanding the board to bring those experts bring those experts in. Exactly. It’s not like we said, Alice. Bring more boardmember just because it feels like we’re way behind a lawyer. But the lawyer will you see piela? No, not like that. Okay. Yeah. You don’t want lawyers anyway. You you stay away from lawyers. Trust me, we’re bad. I used to be one. I don’t remember the Oh, I’m reformed. Exactly. So you get get reformed attorneys. They’re good because they still have subject matter. Expertise. There may not be able to represent you, but they still have good advice to give. They have a kind of expertise you need exactly. Right. Okay. Okay. That’s exciting. I mean, that growth, that kind of growth. Um Okay. So you’re Yeah. It’s kind of a follow on, too, you know, leaning on your board members, Teo, bring in their networks, you know, do you? Do you subscribe to the belief that you know if if you’re not asking your board members to do enough. Then they’re going to start to get disengaged and bored versus I’m afraid I might be asking him to do too much. I don’t want to impose. You know, I don’t want to take more of their time. They’re already spending ten hours a month. I mean, how do you how do you fall in that on DH? How do you balance that? So far, it’s only balance when we are bringing on board members or with our boardmember very honest about the time commitment and, you know, and also very honest about it. And we’d like, if it were small board, so he empopwering brought on as a constant burghdoff x, y Z, whatever it is that we need. So there may be some months where I leave more heavily protect one particular boardmember than others, and I’ve come to learn that they actually really appreciate that. And for so many of them, they’re bored service. It’s a part of their community service because we don’t have a paid boards where really is their, you know, their service, and they approach vitiate, being able to use their expertise and something differently than how they use it in their ninety five. And so, yeah, I think it just really goes that, too. The being honest about what the demands are of the boards were prior to asking somebody to come on. And I really do by within the space of utilizing the folks that you had at the table. And if it feels like too much, they will let you know whether or not they don’t have the commitment or had to have availability at that particular moment to provide the level of commitment that you may need a But I think you have to ask for what it is that you beat, and that hell is so you have to do everything by yourself. Yeah, there’s like, you have a board, so I don’t have to do everything by yourself. Yes, I’ve had guests on say, You know, you can’t be a subject matter expert in everything there’s on. There’s no time for you to learn And that’s that’s pointless because it takes you away from what your what your own expertise already. Exactly. It takes you away from what the boys hyre todo if I’m over here trying to figure out accounting. That takes me away from all of the other pieces, and I’m supposed to be doing that. It’s not what they hired for, so there’s exactly right. Do you put the board expectations in writing at the recruiting stage? Do you give him a document that lines it out or hat? How do you make sure that they understand for sure what the expectations are, So we don’t do the expectations as faras the times you made a commitment in pieces. But there is when we’re going through the recruitment process, there are conversations will be multiple conversations with me on the conversations with the board chair and conversations with other boardmember. So they have last of opportunities tax question and then also lots of opportunities for various individuals who are connected to the organizations to provide their take on what the commitment looks like and what they needed and what their understanding of the organization. Okay, so you’re saying that several levels of interviews with, with you and board members I don’t like the word interview, the conversation mandatory, mandatory conversations just, you know, trying to feel interested that makes you know we’re tryingto field issues. But also really trying to make sure that we’re being transparent so that we can get the right fit, you know? And sometimes you know the path we on around the new boardmember. And we were really excited about her coming onboard. And I bumped into in, her job changed. And she knew that based on the various conversations that she had had with myself another boardmember, that she no longer would have the time necessary to provide the commitment that we needed. So she elected so, you know, jump off the board, even though she just jumped on the board, and that was good. But I think the expectations ahead of Thai And so before we get six months down the road or so it was, you know, easy for her to say. I know this is no longer want to work for me because we have been very open with our dialogue prior to Yeah, now that that’s the best outcome. If if that was gonna happen, that’s the best way to have it happen. She backs out in advance, bows out, pull my service. She you know, she says, know in advance versus she’s stressed over the commitment that she’s not fulfilling. You’re disappointed because she’s not mating upto the everything that you and you and the other board members laid out far while she was being recruited. You know, I would be disappointed on both sides, but obviously much better just have her back out. Okay? But the lesson is that she understood what the expectations were, and she took it seriously enough to know that she couldn’t fulfill them, so Okay. Okay. Okay. Um, let’s Ah, let me let me take another break, and then we’ll come back, and we’ll talk about a little more formal onboarding and keeping boardmember is engaged. And I even hoped that we could get toe having to remove board members, possibly before there, before their term is up. So we’ll come to that. Okay. Great. Where you see piela? A new archive. Webinar for you. Which is why she was just talking about accounting. It’s accounting update. What has changed this year that Wagner knows unqualified Lee. And you need to know a little bit. For instance, new requirements for financial statements. You’d like to be a little acquainted with it, but you don’t want to have to do them, certainly. And you don’t have to scrutinize him to make sure they meet Muster. But you want to be a little acquainted with the new requirements. That’s what this there there webinars all about. Goto wagner cps dot com Click Resource is then Webinars. Now time for Tony. Take two ActBlue. There are Premier Sponsor at nineteen NTC. The twenty nineteen non-profit Technology Conference. It’s next month in Portland, Oregon. I presume you’re going because you know that this is the go to conference for people who want to know how to use tech. Smarter in in their organization. You’re if you use a computer, you’re using technology. What can that computer do? More for you that you’re not aware of and make you and your staff more efficient? That’s what ntcdinosaur all about. So you’ll be there. That’s a given. Okay, so we got that. So it’s March thirteenth of fifteenth, but already know that because you’re coming, you already made your plane reservations. What you don’t know is where to find Non-profit radio and Act blew. You would go to the exhibit floor booths five o eight and five. Ten. We’re sharing a booth together. There are sponsors at the conference, which I’m very, very grateful for. They’ll be talking about the power of small dollar donations while I’m capturing interviews for Non-profit radio. Ah, you can learn more about small dollar donations at tony dot m a slash Act blue, and you could see more about what we’re going to be doing together. The swag, the chats, the on site training giveaway that’s all in my video. And that video is that tony martignetti dot com, that is Tony’s Take two. Let’s go back to Aisha nyandoro and your CEO board chair Relations and Onboarding Way just started to touch on a little bit. What’s your What’s your recommendations for? Ah, a non boarding process of Ah Niu boardmember from a recrimination for Onboarding process of new board members is too like that our lawyer have conversations of front with multiple folks with on the board so that they truly understand that process and then do a retreat or training. Pacifica will not retreat. Training no of this facilitated by the board chair just for those in the big who are coming onto the board so that they can have an opportunity to be a relationship with one another tax any more in depth questions that they may have not had an opportunity to ask and then, you know, introduce them to the full board. It’s a pretty scene was processed. So how do you how do you do that? Training? Is it a day or a half a day or something? Or how does that work was, like, half a day, half a day and go through all of the organizational pieces. So for us, that would be going through the strategic plan that would just adopted and making sure that individuals understand the goals that we have. Outline, um, for the next two years talking to the organizational strategies history. Those pieces are accountants sometimes just in and is involved in that process. This they’ll understand our our finances and what that piece looks like. But yeah, I know some individuals through a full day as they get their pants on how large organisation for us, a half day has been sufficient to get that done. Okay, um, and do you have a requirement for how many of the board meetings people need to be physically present for versus virtual or not, You know, we don’t because we are an organization that is based in the city. But we have a footprint, that it crosses various various states, and we have boardmember that live in various states. We have to board meetings that are actually physically in Mississippi twice a year. But all of our other board meetings, we do virtually the zone. So we do not have requirements about whether or not you know how many you attend in person versus online and the reason we don’t do that. It’s because we trust individuals want to be a part of this organization and the part of the board, because it’s not a paid position. And so if you have signed on to give your expertise, we trust that you know you will do that you would show up. You will be engaged in the process. But how many board meetings do you have a year? We have six board meetings a year, Okay? And two of those are on site in Mississippi. Tuitele zoho inside the beans and those way have size in Mississippi are fairly. You know, today is because if you’re going to go through the work of getting individuals here, he could make sure that you’re, you know, handling a lot of good business in the process. Okay. You have some dinners to I mean, you have some social times, I’m sure. Ugo. Yeah, yeah, Way duitz site visit. We, you know, conduct the board, is that we hear from partners that we pack a lot in when we get him here on side. Do you have any formal mentoring for new board members? But would they be meant toward by a longer term? Boardmember You know, we have not done that on, but it really is because we’re such a smile, Gordon, that we have not. I felt that that was necessary. And it also, since our own wrapping process, with the conversation, it so much that that is not a piece that we’ve put in on. And I actually have not thought about that. But now that you mention it, I’m like, let me think about that. But it’s not. It’s something that we’ve put in place. Okay, it’s something I’ve heard from other guests, and I don’t know, maybe as you expand the board makes sense, but just okay. Um uh, okay, so so then Oh, so What do your committee’s what The board committees. So we have a finance committee and we have a government committee, and that is for the most part, pretty much it. You know, we every once in a while, if we have a process of getting it put coming into place, we’ll do an ad hoc committee, like we just in the trash if you do plan. But we had a committee for that. But for the most part, since we are, you know, once again, such a smile board, you know, everyone just works across the board. That’s necessary. But we do have a finance committee in the government committee. You So you’re gonna have to get your going to get out of the habit of saying small board. You’re growing up to nine or ten that I I’ve seen three and four. I mean, I’ve seen thirty. I’ve seen thirteen and fourteen. I’ve seen thirty and forty also. But I know it’s a It’s a midsize board. Maybe. Thats on the small size relative. You’re right. I don’t know, maybe something small size of bid, but I don’t think it’s small anymore. I think it’s on the, you know it is on the average smaller side, but also small, like three or four. So you’re right. And I know better because, you know, I’m on the center for the I’m on the center. I’m on the board. Four men are now process here in this city, So I have seen boards that are three. So you? Exactly. It’s not a smile board. Okay, Um, So where does where does fund-raising fit into your board? Well, I guess I should ask what? Is there much individual fund-raising or is your work more government government fee for service or what’s your revenue? So we have a hybrid is government, you know, its developer fee for service. And it is also larger foundation philanthropies. Fund-raising so. But that with board members, is also where the social capital comes into play, you know, because getting access to the larger funders, you know, it’s a lot of times of war meeting a boardmember. Excuse me. You know, shooting a e mail, um, or having a personal relationship with someone, they Hey, I’m going to this conference, and I really think you should be here as well. So you know that really, where? A lot of fund-raising support comes in with the social capital cities, of course. You know, like Al Gore’s. I’ll be wanting boardmember to give it one hundred percent. A lot of sounds. A lot of salvation, Actually, I do. Look at that right now, require that. But we do not have, you know, a require set up. Now what we ask our board members to give, you know, physically. Okay. Got you. Um, so then keeping these, these new board members engaged. You know, the last thing we want is you mentioned earlier, you know, bored people getting or I said it. And I think we both said it people not filling that They’re that they’re talents are being utilized. They got they brought on the board for a purpose to share their expertise. The last thing you want is them feeling that they’re not being tapped. Um, how do you How do you do? You start getting them engaged. Started in the game for asking questions immediately. And pieces that, you know, there’s a place that I have been struggling in tapping in and getting that done and shooting those emails and asking, you know, for those phone calls they hate can’t beat right quick. I want to touch base with you without X. Y Z Because in so many instances, there are pieces that I really my boardmember than a lot of instances about partners to really help me think pieces that may be critical with something that I’m trying to figure out. A perfect example of that sabat boardmember who is a local business owner here and, you know, really connected with the corporate, you know, funding world. And that’s one of the pieces I’ve been trying to figure out. So, you know, shot him. But I saw him out socially at the special format socially and finishing on the shooter and email because I really want to talk to you about ex wives. And so just using those opportunities to connect with them all pieces that I’ve been thinking about, um, we’re struggling with what their feedback on it doesn’t have to be something that requires a two. A three hour work session. Ah, lot of the things that I need in a lot of instances earlier, you know, twenty, thirty minutes. Strategy conversations. Just four. Simple can. You could make me the X Y Z. Yes, of those pieces. So that’s how I in this. Something is not a heavy list for them is something. Because there has been some time why I needed the boardmember to look at a contract, which was a little heavier lift. But a lot of instances is not a really heavy lift into this about building those connections, building those relationships, making them still involved because they are involved in a larger mission and really allowing them to use their cuts and expertise outside of their day with a job. And, you know, having to be of service. So yeah, I can see how the relationship would just develop over time. You know, you’re just you’re you’re tapping them as needed conversations, You know, you don’t have to. You don’t. You don’t wait for a board meeting. Toe tap, someone. You have a need. You, you, you, you You express it right away like you have a need to express that. You have asked us, President. And even though you don’t know what they can’t but feel that need, they can connect you to somebody who can help you with that. Mita, I gotta take a break, but I will leave you with this. You said you said you. You sought someone out socially. That sounds like stalking to me. I have taken a break. I’m taking a break while you laugh. Excuse me. Uh, tell us, can you use more money? A new revenue source, Perhaps We’re talking about revenue. Right now. You get a long stream of passive revenue When the companies you refer process their credit card transactions through Tello’s, go watch the video, then send these potential companies to watch the video. You will get fifty percent of the fee for each credit card transaction that tell us processes for those companies you referred And that all adds up. That’s your long stream of revenue. The video is at tony dot m a slash Tony Tello’s Let’s do the live Listen, love it’s Ah, it’s it’s pre recorded live love But the love of goes out It doesn’t matter That the love is not Is not in any way Uh mitigated Ah or impinged upon when it’s pre recorded it still it still love going out It’s just not exactly love live but it’s love Still s o to ah to our live listeners love going out to you and the podcast audience. The pleasantries come, you know, they do very grateful that you are with us. The vast, vast majority of our audience listening by the podcast, The over thirteen thousand. Thank you so much. Thank you for being with us pleasantries to the podcast audience. Now, let’s go back. Teo. Aisha Nyandoro. Um Okay. So you’re over this stalking thing. I tell you that. It sounded like social, social, seeking out. That sounds like stalking to me. All right, all right. Maybe that’s just my warped head. I’m willing to admit that. That’s just my warped perception of Okay, Um all right, so All right, so we got to keep them engaged. Well, let’s talk about a little bored conflict, I’m sure through the years, um, you’ve had conflicts, uh, whether it was you and a boardmember or between Boardmember Sze. I mean, all the personalities through all these years couldn’t have gotten along perfectly. What do you What’s your advice around around? Let’s say boardmember to boardmember conflict. So thankfully, I have not had any my board. I kid you not. I have had no boardmember boardmember conflict. I have had no conflict with my board members, and I didn’t even know there was a thing. And you brought it up. Oh, come on. That’s it. You know, So that had that I am not had that issue. I would. So for me, I feel obviously, personally powerthru fiction currently have not had that issue. I have a board member on the board before I’ve had conflict come. And when that presented itself for me, I have a decision to leave that board because I felt like my expertise was no longer thou you’re needed. And since for yeah, it’s almost like, you know, I don’t have to be somewhere where I’m What is this? That I am bringing to the table is no longer respected. So I just decided to bow out and leave that process altogether. Yeah, okay. That’s that’s extreme. It must have been bad, you know? Interesting. I don’t know. Have executive that work today help duvette differently. I don’t know, but for beauty, you know, that’s what I decided to do. But I have not had. I’ve not had any conflicts that I’ve had to revive. And hopefully, you know, we will not get to the place where we have a conflict that we have to resolve. What I invest heavily in my personal relationship to each one of my board members. We try to make sure that we’re investing in the Boulder members knowing each other like you know what I said earlier? We have come together and Mr fifty twice a year, and we do build in the social time when we get to mess and have dinner and, you know, try to make sure that we know what’s going on with each other’s families and those things. So we really are trying, Tio. It’s a model, a culture of community as organization because so much of that, as you know, our forward facing work. So we really are trying to model what it is that we say we believe in. Organizationally. All right? And it’s a testament to your recruitment process, like you just said that. But you haven’t had those conflicts. But I’m going to put you in a hypothetical. Suppose you did suppose. Suppose you had a, um suppose you had a difficulty. Lets one that I think is kind of common like one boardmember on dit may not be the chair. It might be, but it might not be just like overbearing in the meetings. He or she talks successively. Take successive time. Ignores the agenda Times fell in every guard, every day that little gee up to the board here, to have a conversation with her counterpart and to resolve that and really point out to them that OK, there’s a process. And we really want to make sure that we’re being mindful Arrival of rule and everyone has an opportunity to be heard and share. So I would act in that regard. I would ask the board chair to step in and have a conversation with her counterparts. Okay. Starting challenge new words that space that I feel like basis, it. And with that, I don’t think that that will be my responsibility. Um, manage that situation. Okay. So peer-to-peer and sort of Pierre. I mean, there is an authority. The board chair is invested with authority over the board so that it’s not exactly peer-to-peer, but I mean, like, volunteer to volunteer. That’s what I mean. Peer-to-peer. But the board chair does have that authority that everybody recognizes. Okay, you know, and I guess if it’s not, if it’s not resolving. You would have to talk about removal, which has never happened for you. Yeah. Gosh, so hard. But yeah. I mean, if the person I don’t know Well, let’s talk it through. I don’t mind talking through. I mean, what if the person is not coming around like they’re just like, Yeah, I like the person’s not coming around. They have made a decision that they no longer want to be there. So I just feel like I don’t like they would have removed them, sells the best situation, You know? I don’t know. B a no. Okay, Well, hopefully they would, um, hopefully they would, but if it’s not once again that will be. Then I will be for the board and, you know, to have a conversation about that in the board chair to make it, you know, toe accent individual to remove themselves from the border to leave the board. Okay, there again. You would lean on your board chair. Yeah, I would have a lien on my board here. Okay. And you’re like that would happen from I think that you have aboard here if head to govern the board. Okay. So, yeah, I would lead on the boys here for that. I can see that. Because, you know, if if you if you were stepping in, then then you’re sort of, you know, your usurping the authority of the board chair. Exactly. Yeah. I want to use the word you starting. Exactly. That’s exactly right. And usurping the usurping the role of the boards here. And quite frankly, stepping out of order, it’s some regard. So you have to resist. Expect that structure that is put into place, put in place for a reason. Okay. Um, are you a member of the board? Uh, ex officio member. I am that you’re not Okay. I know a lot of lot of CEOs are, but they might not be voting. They typically not voting board members because that’s a conflict. Jean Takada and Jean Takagi. And I’ve talked about that. He’s our legal legal consultant, but a lot of but a lot of CEOs are members. OK? You’re not OK. I’ve seen it both ways. And what would you do? So then? I mean, let’s take it a step further. The person is not stepping down. The board chair has done whatever she can. It’s not. It’s not. It’s not effective. Now you’ve got You’ve got a lot of tension on the board. What are we going to do? What would you do? We’re putting out of spite. CEO Seo is the board. Members of the board chair has acted to step down and they’re still not stepping down. I mean, really, alright are not pay. Okay? Alright. He’s maybe she hasn’t asked her to step down, but the all right, Well, I guess a tension continues to build. Then you were just at the person to resign and Yeah, actually person Terry. Okay. Okay. I got you. I got you. Um, how long? How what do your board terms? How long term. So we have your first term of three years. And then you have an option of doing another three year terms that you could do a total of six years. Okay, On our board have you had very many people take take you up on the second the second term? Everybody. It’s a great organization. Yes. There’s never any conflict on the opportunities to spread our board. That’s right. So they thought was going on utilizing their expertise. Who? You know, I’m not wasting their time. I’m not over the banding. I get to parties in here. I get to parties a year in Jackson. I mean, who would turn all this down way walk away from that after three years? I know. I can’t imagine it. All right, we got a carvery way, Got takeout. Very last break. Think about what you want to talk about because I’m going out. I’m going to turn to you and because I’m kind of out of topics. But that doesn’t mean we’re done so think about what you want to talk about. Text to give can use more money a second way. The second revenue source. Here’s another one mobile e-giving learn about it with texted Gives five part email Many course fiv e mails once a day That’s a ce faras. You are away from raising more money on raising it through mobile giving. It’s There’s not a big hurdle to get started. All the gifts are not necessarily small. Lots of misconceptions overcome in this mini course, which I took to give them any course. You text NPR to four, four, four, nine, nine, nine. And we’ve got lots of time left. Several more minutes left for your CEO, board chair, Relations. I What do you, uh what do you want? Talk about? What do you want to talk about? Teo? No guy and I was just throwing some things. Nothing specific. I was just you know, I was just trying to generate some ideas about CEO board. Um, stories You got any cases? May be a difficult case. Um, good case. Somebody he wasn’t feeling so good or they were feeling a little disappointed. You were able to bring them back up. Anything like that. What do you mean? I wasn’t feeling so good year. We’ll bring them back. Well, like, you know, they they felt like they were. They were They were not so and not his engages they wanted to be. Or they I don’t know. I’m just I’m just kind of throwing things out. I don’t have You don’t get your board members to ask them what the troubles are. I didn’t I didn’t go to your board and say what? What story. Should I ask? I used to tell I didn’t do that, so I don’t have any of that personally. But I was thinking, you know, we’re thinking about CEO for relationship. I was thinking about the truly smile organizations that you know, the three four, the number board just really start up. Some start up thinking about how, in so many instances, especially when you’re what do your their smiles from Thompson’s feeling like your mom and pop were startup or whatever. The whatever the situation may be that at some time it the board relation can suffer because you feel like so much of your work really does have to be with building the organization and actually doing the work and the service and being a community of whatever it is, you know, really living out that mission. And so this morning, the caution folks that you know as the CEO of executive Power, whatever the title, maybe you know the board relation. As I said earlier, it’s really a big part of your individual mission as the leader of the organization, and you should really look at that as a significant piece of how you get to doing the work in the community and that just be so forward, facing something so many times you feel like you have just have to face outward. And you should, you know, really figure out how to do both simultaneously, the outward facing, you know, the leader of the organization. But then also making sure that you’re looking inward and challenging your board members to help, um, be strategic and supporting us necessary as you’re not placing folks shit. Do not be afraid of their board members, amazed at the number of CEOs and talk to who really don’t feel like they can call and have on his conversations with their board members. And so really challenging folks, just really, you know, invest in a time necessary for those relationships and, you know, don’t have individuals on your board that you don’t feel like you can work with. That. A personal. It’s what was professional. Yeah, investing. So how did I guess you’ve heard this from colleagues? You know, Piers, how did they get to that point? How did How did somebody get on their board that they didn’t feel comfortable working with and tapping, you know, because they Because other boardmember recommended him, and they didn’t feel like they could say no because that person has a really great reputation in the community and just not not leaning into their leadership and understanding that you can say, Oh, I don’t think this is a great fit for this organization And, oh, you know, just because they’re doing x Y Z over here doesn’t mean they need to be doing a B C with us. And so it really does go back to, you know, a CEO having their voice and recognizing that I have a say So what the organizational board looks like and that you really do have to a voice that, uh, yeah, on that goes back to the recruitment process. Yeah, and that there’s a lesson there that the community leaders, the prominent people in town, uh, or the air in the state, You know, whatever are not necessarily the best board members for you for your organization, Wade. Yeah, a lot of times else. Individuals out, you know, could be on four or five different boards already on it. They could be doing great work, and it could be, you know, amazing people and that means, and you didn’t even they don’t necessarily put them on the board. You put them on a committee or something, you know, last sametz needed, but yet it doesn’t mean they necessarily have to be on your board. Um, so just, you know, knowing what it is that you need and being being really strategic with the limited seats that you have, because, you know, you have a limited number of seats that you can feel in your board. So, thinking through what makes the most sense for they’ll seek section have Okay, we got just, like, forty five seconds left, So I’m gonna leave it to you, Teo, give parting thoughts, My parting thoughts. That’s a lot of really think it will affect your relationship between the CEO and the board chair. And that relationships should be one of mutual trust and respect and openness. And it is a beautiful being. One done, right? Awesome. Thank you very much. Thank you so much, Tony. I appreciate pleasure that our flu she is she is ceo of springboard opportunities. You can follow her at Aisha. Underscored Nyandoro, and you find springboard at springboard to dot or GE next week have ever let you down. I know one time there was the fermentation show. I was young. I was naive. It was a youthful transgression, locker room banter. And to the extent I may have hurt some hyper sensitive people who might have been unreasonably offended, I deeply and sincerely wish I could apologize for the fermentation show. If you missed any part of today’s show, I beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash Pursuant Capital P by Wagner CPAs. Guiding you Beyond the numbers regular cps dot com. Bye, Tello’s credit card and payment processing your passive revenue stream, Tony dahna slash Tony Tello’s and by text to give mobile donations made easy text. NPR to four four four nine nine nine Ah, creative producer is Claire Meyerhoff. Sam Liebowitz is the line producer shows Social Media is by Susan Chavez. Mark Silverman is our Web guy and this music is by Scots. Dine with me next week for Non-profit radio Big non-profit ideas for the either ninety five percent. Go out and be great. What Wait Thank you. 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Nonprofit Radio for December 22, 2017: Recruiting Your Next CEO

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My Guest:

Dennis Miller: Recruiting Your Next CEO

“As a board member of a nonprofit organization, the most important responsibility you are likely to assume will be to hire your chief executive officer.” So starts the book, “A Guide To Recruiting Your Next CEO.” Whether you’re on a board or work with one, you need to know what’s what for this critical duty. Author Dennis Miller walks us through.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d get slapped with a diagnosis of cattle lep c if you tried to hypnotize me into the idea that you missed today’s show recruiting your next ceo as a board member of a nonprofit organization, the most important responsibility you are likely to assume will be the hyre your chief executive officer. So starts the book a guide to recruiting your next ceo, whether you’re on a board or work with one, you need to know what’s what for this critical board duty author dennis miller returns to walk us through on twenty state too next month’s non-profit radio we’re sponsored by pursuant full service fund-raising data driven and technology enabled tony dahna slash pursuant and by wagner. Sepa is guiding you beyond the numbers wittner, cpas, dot com you’re not a business you’re non-profit appaloosa accounting software designed for non-profits non-profit wizard dot com tell us turning payment processing into your passive revenue stream tony dot m a slash tony tell us i’m glad that i can welcome dennis miller back then a c miller he’s, a strategic leadership coach and executive search consultant with more than thirty five years experience working with non-profit board leadership and chief executives across the country. He’s, managing director of the non-profit search group, an executive recruiting firm. His latest book, his fifth, is a guide to recruiting your next ceo. The executive search handbook for non-profit boards you’ll find dennis and his book at dennis c miller dot com he’s at dennis c miller and i’m very glad that his book brings him back to non-profit radio. Welcome back, dennis c miller happy to be back, tony way happy well happened years coming up. Yes, stopping here. That’s appropriate. I’m sorry. Thank you. And to you what does the sea foreign dennis, c miller, dot com and charles that’s my father’s name. So, so many dennis mellows and grammar school in high school, we put my seeing and i’m very proud to be a similar dennis charles. All right, you don’t mind if i don’t call you tennessee miller the whole hour, though, i just call me yet that it’s anything you’re like. Okay, now. Dennis overviewing i just have to be it has to be anymore denigrating the dentist, then it’s fine, now you’re by phone, you’re in, you’re in los angeles, is that right? Yeah, i’m actually in the los angeles area of isn’t that it’s a business appear this week and now we’re spending time. My wife and i went our two sons on their families and grandson out here and los angeles and heading up to santa monica santa monica pier, right after the show. So good. All right, well, we won’t hold you up. In fact, if you want take off now, we can just back the whole thing. Did you do you need to go public transportation is going to leave in five minutes or something or you’re okay. You’re okay for the hour. Okay. Now remember the last time you were here? You almost had a heart attack. You were running down the street. You were late. Your your, um your cheeks were rosy. Your heavy breathing. You needed a few minutes to take deep breaths. So now you’ve after to go to los angeles. And this way you can call him by phone. Well, okay, you don’t. Worry about running running to the studio. Okay, okay. You didn’t have a heart attack. You know what i was saying? I really have no salmon. Naralo were had a regular. You may have. No, you did. You had a high. You’re definitely out of my heart because your face was red. All right, why do we need this book? Why are you causing trouble with this tome? Well, think about it that there’s probably over a million more more than a million non-profits around the country and with the number of people that are just paid to retire over the next five plus years on any research, uh, just staggering sometimes close a seventy five percent. The ah the vast majority of people went into the non public sector and leadership positions where baby boomers from the sixties and seventies went to sort of the cultural change and wanted to commit themselves to having a big impact in the communion. So there’s, a lot of retirement going on, and the the biggest responsibility that a member of the board can have is selecting the next ceo. And then on top of that, when you think about the challenges of the environment in the non public sector, the leadership conferences have been dramatically changing, so it’s an important time for board members to understand what is needed to recruit the next ceo that’s why i wrote the book ok, seventy five percent turnover in the next ten years we’re going to have i’m probably less i mean, it’s, it’s quite a bit, if you think about people that grew up in the sixties and seventies, where you know it’s now two thousand, you know, seventeen and people in their sixties and thinking about stepping down another part of life and a lot of recruitment gonna be needed get latto leadership so it’s going to be required for this sector. Now, one of the opening questions is whether we should go this recruitment alone or hyre a such consultant now you’re you’re biased. You say that in the book you’re biased, but, you know, can you weigh the pros and cons for us? You know, so i’m biased certainly wasn’t if someone if someone wants to go about it a lot, i think the book will help them with that for sure you want to go in alone is this year. You have people on the board or staff with the expertise and recruiting. Do you have the time commitment that’s going to be needed for the board members, too? Not only identify the profile of the next candidate, but spending the time and now is reaching out and screening candidates. So there’s a lot of work involved that lay out those except in the search committee. Klaus is here. I think that what a lot of people doing today is realizing that, you know, whatever the figures that they’re going to be paying and most trees probably in area someplace between twenty to thirty five percent are cases. Twenty five that the advertiser over five years and sometimes really not that high. And yet. So you want to have an expertise this like anything else? If he needed a lawyer of financial account, you’d be hiring someone. It’s a challenging thing to go about on your own and the other aspect, tony, uh, for people who want to go about on their own is by just posting sort of adds a social media. Whatever you going toe on ly get the people that are looking for a job. And you know no either how good they are. However performing they are. Well, if they’re happy, a search from is going to recruit people that are not looking for that job. And that’s part of what you want. What i have that those percentages thatyou quoted that’s of the first year cash compensation. Is that yes. So someone makes ah a position whether the ceo our c f o r development amglobal to say the position i was one hundred thousand dollars. You know, the average three is going to be, you know, twenty five thousand dollars. But if this day five years it’s five thousand dollars a year which comes out to be about a hundred dollars a week or twenty hours of any and, you know the thing about it’s, probably the smartest investments that aboard would want to make. Okay, noah particularly because the right person and they stay for a period of time. It it’s okay. And i guess the main advantage of going on your own is your saving that fee. Well, you saving the fee, but you also, you know, better be prepared for the time that your board is gonna have that so that you poisoned cons here, but most most really good organizations will use the search from for certain keys positions. Okay, okay. Um, let’s say we just have about a minute before ah, first break, dennis so let’s, just identify that this ceo change is not something necessarily to be feared. I mean, just in a minute or so, this could be an opportunity, a great opportunity. Well, that’s, how you look at him and i were doing a search right now when we’ve got the finalists been seen by the search committee and in beginning this is that this is the first time this organization has used a search firm. And, you know, they admitted they made some mistakes in the past. But you’ve got to go from, you know, not a crisis, too. This is a phenomenal opportunity, too. I just take it, get a new leader. But i have an assessment of your organization and have some advice and give me and people get on the board. And we’ve been here for quite a while. Or fairly new it’s a exciting time to take a first look atyou organization. So it if the glass is half full it’s i look at it is very exciting times one organization, most clients feel the same way, all right? And we’re gonna talk about that. That assessment right after this right now. Time to take a break pursuant. Proven strategies for stewardship. That is their oh so timely webinar replay for you stewardship strategies, because lots of people giving right this quarter this month how do you keep them giving year after year after year? You know how costly it is to lose donors and replace them. We know nationwide that donor attrition is around seventy five percent annually. Sad that’s ah that’s supposed to be ah, supposed to be our president tweeting sad. But if you have to tell the judge, you have to tell what it is then it doesn’t work. Ah, but but maybe it did work. I’m not there to listen to you laugh. So maybe it worked out fine, so i didn’t need to. Rachel and kathy are going to give you examples of top thank you’s. They talk about automation without sacrificing personalization. They have free templates for you to use. And if you don’t mind, i would like to throw in that the value. Of the personal touch of handwritten notes for your special donors, all proven stewardship strategies. You’ll find that webinar at tony dahna em, a slash pursuant capital p now, back to dennis miller and his book, recruiting, ah, guide to recruiting your next ceo and dennis similar so let’s, talk about that. That possibility for assessment. You, uh, you say that you might. I considered doing strategic planning. I guess if you have time before getting into the recruiting process for the next ceo. Yeah, well, the you know, the question always is, you know what comes first, right? Chicken or the egg? Tony, do your hyre our ceo or d’you hyre our chief development officer before you have a plan and and kind of it’s up it’s up to the client, the organization, but give you a couple examples, whites sort of better toe at least an idea of where you want to go and what you want to achieve. So let’s say, uh, you want it, you go out and hyre ceo hoping that day will build your plan and let some party of plan is to be more involved in philanthropy maur involved in cultivating. So seeing donors? What if that seo hee just hyre doesn’t have that experience will now you’re stuck. So what if your needs is to grow? You’re bored and you, seo yi sa doesn’t have that so one of the things that i recommend the clients is that’s not necessarily happen to have a full blown strategic plan, but certainly it’s a good idea to have a real sense of your strategic vision where you had it, where you want to head, what some of the big strategic goals you have, um, what things that you need to get done, and then obviously it’s much easier to in to identify that the characteristics on the qualities and experience of the ceo. So you bring someone on board who is the right cultural fit for your organization. So that’s, why it’s important to take a look at kind of way you want to go before you just went on board? You say that if you’re not going to do a full, full blown strategic plan planning process, you want to at least identify what your organizational goals are? Yeah, i mean, i think there are some people that, you know don’t do oppcoll bonem metoo plan, i think that you could do that, but i think more importantly, uh, what you want to do and a good search from what we do is we do sort of an assessment of where you’re at in your life, uh, cycle as an organization and as a board um, and then we interview members of your board and you’re seeing your team to get a sense of where you’re at that helped us for magically beginning the onboarding plus is what your next ceo? So we know kind of what their challenges are versus going about it blind, so i do think that you wanna have, and i point this out in the book, you want to have a sense of your strategic vision, we’re heading and pick up some of the key goals you’re having here. So when you’re interviewing kayman thatyou want, make sure they’re lined with those gold here and it makes a much smoother transition, some of the goals you you lay out besides mission envision our fund-raising and development, you know what you want do around that you’re bored ceo relationship, your programs and services and of course, you know, the book explains what goes into detail on each of those, but, um, yeah, i would have a couple of it, certainly. You know, your organizational capacity. What do you have in terms of leadership development? Do you have ah plan to develop the people you have there? What’s going on with you border. You’re building the right board. Are you branding the organization and communicating with the impact you’re having is important things today. So there’s a lot of ah, strategic goals, that one. Should be having with this process and you want to get a sort of buy-in from your board and have the new ceo committed help temple with this upleaf and okay, so this new ceo is gonna have need to have some skills on dh you make the point that you don’t want to be constrained by what the what the skills and talents of the existing ceo are. We want to be thinking beyond that, i mean, that’s that’s part of what this organizational either planning or identifying the goals is going to do is help you look forward, not current, you know, you just don’t want you don’t want to just replicate the current ceo’s talents, but you want to build on those for the future and you identify a whole bunch of, you know, potential skills that you might be looking for a visionary thinker, entrepreneurial spirit, relationship builder, etcetera. But you want to be going beyond the current? Yeah, i mean, it’s easy question when you have someone, you know, you know what kind of kind of see what you’re looking for? And then the person who has been in the job, you know, for the past ten, fifty years, your name is surely people we’d like someone like charlie. Well, maybe you do. Maybe you don’t. I think that the challenges that you previously eoe had maybe sell it, but they also be very different. And one of things that you just mentioned that i have in the book, in another books, in my work i do, tony is the idea of today’s competencies for ah, executive leadership in on public sector, dramatically different than they were five, ten years ago. There’s nothing wrong with what they were in the past. You know, aboard we’ll look for someone who was a a mission based person who could have built a good relation of in the community, probably someone who could manage people in programs and perhaps someone who could go out get a grant. Though their skills are still important today, they look for more than just skills. But competition traits such as they want a visionary thinker today, when the past the ceo or executive director would implement the board’s vision. Today, boards are looking for ceos to create their own vision cream organization. I want a visionary thinker, which takes coverage of grey. Division number two certainly. People want the idea of relationship will the building relationships outside inside the organization? Uh, someone who’s, a social entrepreneur who can help develop the resource is in partnership that you need not just managed him when you got so is the whole siri’s of conferences that identifying the book, including, you know, today being a collaborate it’s, not about how big of a budget you have in control it’s about collaboration. So, yes, there is a lot of new compass out there for ceos and executive represented, but i use the term song with ceo. Exactly. Director? Yeah. That’s a fair that’s. Fair fares. Similarities. Of course. I did have a guest years ago. Eugene fram. He was a professor that i think he was a university of rochester. Andi made a case that he wanted it to be the ceo. He he felt that chief executive officer conveys a greater gravitas than executive director and ceo. That chief executive makes it less likely. Now it doesn’t make no guarantee, but less likely that board members will get involved in the nitty gritty the day to day management, you know, be be micromanaging ceo versus an executive director? I don’t. Do you have any preference for one over there? I know the book uses anonymously, but you have a preference for one. Over the other day, i d’oh you know, tony it’s a point you’re raises a really good one. And i do highly in the book of my work. But i do think today the more contemporary title is chief executive officer. Um, the more contemporary title is bored shiver support president what you kind the past is, um, it may just be words, but i think they have a lot of connotations. They do hide them so i’d like to see board chair for sport president. I think the top late personal pipe paid for sex should be the president ceo. And i think that was provoc pulawski right there when you’re out there with donorsearch oh, it’s more than just an executive director overseen the apartment. You really keep executive making things happen? I do. I do before the words ceo cubine taking andi also executive director. I mean that’s that’s sort of a uniquely non-profit terms way wanted to think that running like businesses run. This thing like a business happens. To be a nonprofit corporation. But don’t tell this to run like a business on my other interviews with you came up the term, you know, non-profit attacks that business plan, i think it’s important that today’s title be ceo. I just really think that important title they have let’s get into some nitty gritty. I want to start with the the search committee who belongs on this thing. Well, clearly, i think the this you know that in terms of size of dominant members of the search committee should be members of the board. Now, can you have a non board member on such absolute who might that be? Well, if you have someone on your community that you know has experienced with search maybe a human resource background and then on your board, you want to get their advice and gets a good that’s a good conclusion. But generally speaking, if you have a board say of, you know, twelve to fifteen people, you may one of the search committee of maybe five, you know, maybe seven maximum, but i’ve seen larger or smaller. Um, so sizes of the committee is important. Number two, uh, be tremendous amount. Of time commitment so the members of the search committee have to realize it’s going to be in involvement here in some time, and then obviously, the key part of that will be who will be your chair, the search committee, in some cases it’s, a chair of the board, which is completely appropriate. Other times that could be the vice chair of the future chair. Ah, a lot of people ask me all the time. Would it be ok, though? Has the form of a former board chair? A starita search for money and i would say maybe i would say maybe on ly, because if the former board chair eyes focus about what happened yesterday and not involved as much in your strategic planning for the future and not somebody think of something because they won’t know like what they’re looking for, yeah, this’s committee’s got to be a forward approaching organization, afford protect committee so i think that’s kind of that that’s something to think that i would be looking for a nose of membership. What about an employee putting one one employee on the committee? I don’t think that’s a good idea, actually, i think it’s a bad idea to come out writer bae and say not well, give example. Okay, uh, i’ve had people wondering to put, you know, uh, you know, the current ceo on the search committee, and the answer is no, that law office of the current ceo, maybe and help in the search committee and the consultant or either inside or outside of the search committee helped develop aspects of the position provoc what will be the ideal qualifications and experience of the next ceo? But the board hires and fires a ceo um it’s also very uncomfortable before a current ceo to be on the search committee. I had a case where it wasn’t my search client, but it was my client that i helped with succession planning in they had internal candidate for the position. And when the search committee, as this person, what changes would you make she’s very awkward to be talking about the change you want to make with theo? Of course, right. So i have. But now, those times when you get there, some people have their v p of hr on the search committee if they need it lays on. But remember, people it’s not a good idea. Has staff it’s not good to have senior members of the committee on the search committee. It should be his boardmember dahna okay, predominately. And then you said maybe a volunteer. I love you. He needs expertise. I mean, if you know if you’re going to not have a search committee and may sometimes people can hyre a certain person not to do the search, but just give advice. But i think you want someone on the committee that has experienced in recruitment, identifying screening candidates and all that type of thing so you can build it up with the great. Okay. Okay. Um, this search committee has to assure that applicants confidentiality is going to be maintained, right? You want a crucial because on i make it clear to all my such you could be. You could be sued for. Ah, um, you could be potentially have a lot of liability for exposing that. There is a candidate. You tell your friend, by the way. You know, tony is it’s been interviewing for me and and before you know it, tony’s, you know, employer finds out, you know, feels like this oil is the prom. So you have to protect confidentially, it’s something that i have to establish the trust of my chance coming in, derek, they’re they’re adamant, and it’s just goes with the same goes with the business, i have to keep them confidential. There’s no way can let people know they’re seeking a job. Yeah, and this goes part me, tio, some of the time commitment, you know, if if there isn’t a, uh, a search consultant helping some of these conversations that the early stage is going to be after hours, people are going to be comfortable talking between, you know, nine and six p m yeah, after the day i’ve had, you know, i mean, our business is growing tremendously, what’s what’s going on, but, you know, when people say yeah, you know, maybe i’ll do it myself, but listen, if you can, if you know it’s up to you but the time involved for not just the identifying the characteristics and compasses of what the third, if you want up with the outreach to potential candidates is very time consuming if you’re going to delegate that members of the search committee a wall so, you know, professionals are working or even retired it’s a lot of work involved in screening people, scheduling interviews, scheduling meetings, being qualified to interview people, it’s a lot of time of all the narrow and candidates down and doing the reference, checking it’s quite a bit. So there’s a lot of work that’s involved in a process, not just putting it out there and then, you know, interview case it’s quite a bit of work to both sell candidates on why they want to take a look at this opportunity that’s really important, which is when i was just going to point out that you say some things that caught my eye was very, very interesting i hadn’t heard before that the search committee has an obligation. So our role teo, be selling the applicants on the organization not just to be not just to be a neutral a neutral committee, but be advocates for the auriga yeah, i mean, the candies are going to come in, they’re gonna come in prepared and they’re there to sell themselves. And what often happens on some cases where the search committee say, jeez, i thought, you know, how come they don’t think that we’re the best? Thing since sliced bread. Well, you want to convey a sense of optimism, a sense of enthusiasm. So you need candy it’s, goingto, besides what the search consultant is going to be telling them about the organization recruiting for as a search committee, i remember that you want to be portraying avery plaza of image. You want to be sort of extending your hand, you want to be greeting them. You want to make them feel welcome and warm, even if you’re not going to be selected them. And you noted, under process, you want to believe what a very positive feeling for donorsearch that’s, a major altum search committee acid. All right, interesting let’s, move, teo, resume screening. You’ve got you’ve got a ton of tips, you’ve you’ve reviewed thousands of, but you’ve got you’ve got a lot of tips to share, share a couple of resume screen tips. Now we’re at that stage that these things were coming in. Just repeat that, tony. I’m sorry about a lot of people coming in. Resume resumes. A lot of resumes coming out sametz share share a couple of resume screening tips. Oh, couple things one of you want to look for clary right off the bat. Eyes cloudy. Is it clear as to how their name and how to get ahold of you? You don’t always have to have your home accuracy stays, but certainly a phone number and email address. I think i look for one of things that we look for on our team is more of a chronological history. I want to know kind of where where’s your career, ben and a couple of tips. You look for someone’s been, you know, in a job every one or two years, and they leave quite quickly that that’s a signal textile, red flag, red flag and it were bad thing. But it should be there. The other thing that, uh, those there some people for it is the functional resume where you get a sense of what their skills are experiences. But you never get a sense of where they performed that. So two things on a resume. Both. For people that are considering throwing their hat in the ring on applying for position or respond to a search from is clary, is the resume clear of what i’ve accomplished? Is it clear what have achieved as a clear in terms of the timetables have? And i think that’s a couple of tips on the resume that really yeah, that that gap in employment that could be a woman who took time off to raise children absolutely was a caregiver was a caregiver for pareles that was concerned about a gap, and i said, just tell me you have a phd in parenthood. I mean, i’d be proud to be apparent way we don’t have parents, we don’t, you know, keep going, so i think it’s a totally appropriate but be honest with what you don’t want to do, it’s, not the cover things up here, and so then, you know, present yourself in a positive tone, but certainly be honest, if you took a couple of years out or timeout to raise children to be proud of it, and so you did, but these skills and bring back the table and begin the work force, i think it’s implying with that, let me ask you a quick one. Does this turn you off when you see people with email addresses that are hotmail or a o l does that suggest to you that somebody is out of touch with technology? No, i don’t, you know, not any detail. Why? Because most of them have to e mails. They have their business emails and their personal emails, and so they don’t want ah search from or an organization that there may be talking to going into there. Professional at work email like, yeah, no, i get that. I’m okay with the email accounts. It’s, when i see you know, dennis at, you know, big love of dot com i have eyes that see you. I’m gonna try that one. Yeah, okay, but wait. Yeah. And then when the e mails that are unprofessional, like baby cakes, you know, but yeah, i don’t want to be the case. That field. Yeah, that’s unprofessional, but all right, i think it’s okay does to protect your you know, your private from work, i think that’s. All right, but let me ask you, but but my point was if it’s an added you know, sort of an out of date domain like jool or hotmail or yeah, who you know, does that suggest to you that somebody’s not hip with the current with technology it’s possible? I know nothing about that. If that you know, if you have an out of the email address and then your resume looks out of date and it’s not clear that’s not gonna help you. So if that is your email address on minutes at a oh, well, i mean, i’m fine with that. I’m fine with that. All right. As long as not baby cakes today. Well, all right. Way to take a break. Regular cps. I got a testimonial for you, quote. I was new at my position when i began working with wagner cpas. My confidence has grown knowing that i can rely on the professionals of wagner to answer any questions and make recommendations that will ensure the success of our non-profit. And you see, i always say they go beyond the numbers. This’s the truth. It comes out right here in the testimonials, we were given sound advice enabling us to increase investment income while at the same time protecting assets. Tony. Inserts a question. Does your audit firm do that for you? Recommending investment investment alternatives for you? I trust and respect our audit team and look forward to their annual visit end quote, how many do you look? I’m dying to know. Do you look forward? Your annual audit that’s probably more like dreading your annual audience, but somebody from this midsize religious organization in the midwest looks forward to their annual audit. You can to check out wagner, regular cpas dot com apolo software you’re non-profit but you used accounting software made for business stop wasting your time using business accounting software for your books like quickbooks turbo cash asap microsoft they’re not made for you. They don’t do fund accounting for you. They’re built for businesses apple owes accounting is designed for non-profits it’s in the dna for tired for pete’s sake it’s in a dna easy, affordable and you need thio use to check out the pricing. By the way, it is quite reasonable non-profit accounting for you, they’re at non-profit wizard dot com now time for tony steak too. Next month on non-profit radio you’re twenty eighteen planning if you want free business coaching in twenty eighteen we’ll have a guest from score he’ll be telling you all about it. You’re online giving plan for twenty eighteen joe garrick, the fund-raising authority will be with me. Where’s, the new tax law mean for your overall twenty eighteen fund-raising plan. Jean takagi is going to parse it out for us. How about in twenty eighteen? You get free software and consulting from oracle net suite. The vp of their social impact team will be on plus maria and reassemble course. You know her aimee semple board. You know her with their twenty eighteen plans. It’s all in january. Or you need to do is listen. And that lovely is listener is tony steak too? And doesn’t that sound like live listener? Love is coming up. Indeed. You were right would reach new jersey. Woodbridge, i want you to identify yourself. I demand it. Otherwise you have to stop listening. I want to know who this season. Woodbridge, new jersey. So loyal! Identify yourself! Use the hashtag non-profit radio on twitter, email me tonia tonia martignetti dot com i wanna know who you are. Tampa, florida, new york, new york multiple thank you for that live listeners love to all these places port murray in new jersey honolulu, hawaii killing worth connecticut live. Listen, love going out there, the honolulu i don’t think we’ve had certainly not recently, i don’t know if you’ve had a little before live love going out there all those places. How about in china, guangzhou, lee, how and other in china that we cannot see? That’s interesting. Guangzhou we can see other cities we cannot see. But now to everyone in china, united kingdom, of course live lesser love to you tokyo tokyo was with us. Konichiwa, germany is with us. Guten tag germany on germany mast and also castle kassell, germany, putin dog to everyone in germany listening and also in japan toko ri zala, konnichi wa to took a result. How about those podcast pleasantries over twelve thousand of you, the vast majority of our audience that’s where you’re listening and pleasantries go to you. Thank you, podcast listeners for being with us and i am and fm affiliate listeners throughout the stations throughout the station’s well throughout the stations throughout the world yeah, throughout the country anyway. Throughout the stations throughout the country affections, affiliate affections to our am and fm listeners in those stations throughout the states throughout the country, affections to you. Dennis miller’s with us, you know him, we’re talking about his book, a guide to recruiting your next ceo, you know, we can we can cover the whole book, so just get the thing we’re going to say, you know, it’s, a dentist, see miller dot com that’s where you’ll find dennis in this book just get the damn thing, it’s just that i don’t know how to make it any plainer. All right. Anyway, denis let’s, continue our our joint through, um okay, so we’ve got a bunch of resumes and the book goes through lots of lots of resume screening tips. I mean, when they really don’t have time to go through all the tips, but there’s a lot there. Now we’re into interviewing. So you say there are two things we’re looking for? They were looking for the interpersonal and skills ability? Absolutely. I mean, the tv process. Once we screen people in terms of resume on paper, we certainly begin actually with phone interviews and then once leaves, go to the phone into the process and we can get a better sense of with they are as a potential candidate, we may explain a final car. Weather at one of salary package so without wasting people’s time here. But there are a couple two things you’re looking for. Um, do they have a cultural? Do they have interpersonal skills that will build your team on the team builders over there? You know, ah, they collaborators of the communicators and then obviously did they have the ability to deliver positive results? And i think those two things is what kind of, you know, separates the people who get to positions and those that don’t hear i we advised certainly the search committee on, you know, the question should be focused on limited tony to, you know, their person’s behavior, their skills, their experience, what they bring to the table, not things that deal, what things like, you know, age and discrimination and gender and all those kind of things that you want to avoid. But the bottom line is who can communicate their ability to get along with people because it’s a team game antionette glamarys also there too, things that are a crucial now one of things that you may ask me, i’ll just what answer ahead of time we have and your listeners can get their contact and get onto our newsletter. But we at non-profit search dot com. We provide a candidate matrix that has sort of a scoring sheet with certain questions on it. Ah, what a total score fifty. And whether it’s on leadership, communications, street, strategic planning, board, relationships, etcetera. So when people of actually going to the interview process on the search committee and you’ve got forty eight people, suppose, you know, going in the search committee members can evaluate for people. And i have this matrix a kind of sense of where, you know, people come out scores and usually it’s a good tool that have for them. You have a lot of resources at the non-profits search dot com. So you mentioned throughout the book, but that’s scoring matrix is one of them. All right, so let’s, get into some details here. Now is the whole committee meeting with every every candidate. Because if it’s subsets of a committee meeting with different candidates, then i don’t think that doesn’t seem fair to me because different subsets or going to judge people differently. Yeah, well, here’s what we do, um and, um the answer is that the entire search committee needs prepared to interview all the candidates now in a case we just have here. Because it’s got multiple locations. There are actually eight people on, uh, a search committee and four will meet in one location and four met another location. Actually, each candidate each of the five final candidates you met which weiss but they but they are all seeing yet you cannot have one group meets somebody. Candidates and another good meet the only other candy that’s part of the process with a search committee. He’s gonna be on the committee. You have to have the type of zoho so every every candidate should be seen by every person on the search committee. Absolutely. You you advocate. I mean, this is sort of a no brainer, but just make it explicit. You know, you don’t want to be asking. Yes, no questions. You are open ended questions. Yeah. You you don’t want to say, you know, you want to you want to engage him in conversation and they want to get you in a conversation two and so, you know, asking questions. What was the most challenging thing you had a deal with in your current? Position on your most recent position. What was the you know, your biggest achievement? Hey, is an issue for us. How would you deal with it? You stay away from the yes and no questions. And we have, you know, we’ve identified on a website and our resources and our book here, you know, question to be asking, but yeah, not open it. Not not. Yes or no. Open ended questions. Engagement of conversation is the best of them. Okay, let’s say, we’ve everybody has interviewed all the candidates. Uh, now what’s, our next step in the committee. Well, what you want to do is the one i have everybody’s gonna score the candidates and give feedback on the candidates and have the board chair or someone assigned to oversee the accumulation of all the scoring. So you can see how people did. And then what you want to do is and what we do is i have a conversation with this chair of the search committee. And then, uh, i will meet with the search committee. One of my senior member of the team will meet with the search committee depending where the searches on what it’s for and then we they may determine that. Listen, there’s one final candidates is one person they like, and they want to bring him back to meet with people in the organization. Take him on a tour or there’s. Two final plans. They’re not sure. So that there’s a process here. The process here is obviously too, uh, what? The other candidates know that they did well and they thank him before participating. But there’s someone at this point in time that has a skill centre experience. That’s mohr meets the needs of my client. Ah, we hope to see him again the future and then focus in on, you know, having to help them make a final decision on the candidate before we get involved and advise him on making, making a final offered and employment contract employment agreement right now in this scoring, obviously somewhere going to score highest and high esten hyre than others. But suppose there’s just there’s just a sense that, you know, even the highest scoring one or two, they’re just they’re just not right. It was just, you know, like i said, every in a group of five somebody’s going to score the highest but but even that highest one, they just don’t feel right. You know, how do we we feel like we may have to go back to the go back to the recruitment process. Well, have expressed happened. You know, only once in my recent experience, where in most cases, uh, in addition, the scoring members of the search committee and, you know, as you know, the millions and millions of people that serve our non-profit board throughout this country and in other countries and canada, you know, our bright, committed people they gotta see if you get a feel for you know who you think would fit in here. So usually, you know, the scores will help you because it gives us feedback. But usually you get a kind of a feeling you would be the best person for that. If there’s a situation, um, that, you know, the search committee sees the final candidates. And if it happens that you feel like there’s, you know, just not feeling it for those candidates. I absolutely would highly recommend that he go back and do the search again. We have a situation with a very prominent national foundation. Uh, we started with believing out of pool of eighteen candidates, uh, middle down, teo wither down to eleven that was down to five and five people came in, and so with the entire team and that team in there of identified, you know, to people and long behold some discussion and some some time issues and then people not sure what decision to make and there was some inexperience on the team making the decision and they kind of planted and they just, uh, well, i’m not sure i’m ready to pull the trigger, so we were disappointed for the work we did. We will back out into the search again, and usually you don’t get the great candidates again, and we did, and it worked out so it’s for some reason, you don’t feel it. I dont just say, well, because is a high score because you’re going to live with this person quarter what use with this not happen, tony, you, um you know, the search is doing the work, you’ll get the right candidate, but if a some reasons you feel that, you know, this is i just don’t feel it for this person is going to fit in here. Then don’t just pick someone because of scored the scores are one of the many tools will you offer to help you pick your candidate? Is this a stage where we should be calling references now? We’ve we’ve narrowed it down to our top two or so, yeah, so what way? Well, a cz we get the final can’t wait do ask for a reference, but here’s, what we do, we don’t ask them, they could tell us who they’re going to use the reference we are specific and ask him for the type of reference we’re looking for example, and a ceo case we know they can’t talk about the company, we’d like the house, then talk. We’d like to talk to someone who is a boardmember maybe a boardmember another organization would like to talk to someone that appear that they have done a lot of work with. We would like to talk to someone that has worked for them, so, uh, we don’t always talkto the references i had a time, because if you’ve got, you know, four final candidates we spent about our time it’s that wee if you’re not going to be chosen, why go? Through the house full of asking people speaking the reference. But with your various final candidate, we actually do a thorough construct. And i have a little bit of a funny story that that you listen, um, you may enjoy just quickly here, and it goes back a long time ago when i did my first search believing not thirty years ago. And i was recruiting someone to head up a healthcare foundation and came down to two people. And there was a man, a woman. And i remember the, uh the man had sort of mohr experience, but the young woman has seemed like much more potential. Anyway, for some reason, the man had given me a list of ten references. Don’t ask me why, but he gave me ten references, and i call it the first six references. Iss man kind of walked on water. He was, you know, could have been their spiritual guru by the time i got seven. Eight. I really got a sense that people were not that comfortable. Then by the time i got the nine and ten people were asking me, you know, why did you what did this guy even you? Give me a reference, i recommend anything, so the moral stories you want to keep, you know, kind of dig in here and it’s, certainly you have a right as a as an organization, and you have a right as a search committee to, you know, find out what you know about people, which is what we do, um, and same time protecting confidential alley, but certainly, you know, we need to do with our research on them and in addition to references, we obviously do a check on educational credentials, and then we advise our clients baseball what state they’re in about what they can do and not teo regarding they want pursue, uh, feeling criminal background check will and credit credit risk of credit reports. It sounds like that guy on his word document that he gave you with the list of what was thirty years ago. We didn’t have work, but have we have word we’re going? We’re using them word perfect where you had toe right down at the bottom, you have to change the bold face down at the bottom of page. Anyway, it sounds like he conflated his do not use list with his reference list that he did want to use like the last four we’re we’re on a separate list and he somehow put the two of them together. All right, we got to take a break, tell us credit card and payment processing. They have a video. Check out the video at tony dahna slash tony tello’s. It explains what the process of businesses switching to tell us is and how you the non-profit that refers them will get fifty percent of the revenue that tello’s urns that’s passive revenue for you your organization. Each month it talks about their one hundred percent satisfaction rate. They have a price match guarantee, but that’s in the video, but for non-profit radio listeners, you get way beyond a mere price match. If if tell us, can’t help, you’re the first referred business is by saving the money, not just matching but saving. Then you get that two hundred fifty dollars, that you’ve heard me talk about, so worth it for you very likely tell us we’ll be able to save the money, but just in case not you’re protected and so is the business. Really, because it’s still still then is helping you. In the video covers, free switching to tell us they have a ninety day easy out but tell us has a hundred percent satisfaction rate, so they’re not gonna need not gonna need the easy out ninety days. That means there and it’s free, but they’re not going to eat it, but it is there, but they’re not gonna need it. Think about the businesses that make sense for you to refer and check out the video at tony dot m a slash tony tell us now, back to dennis miller and his book, a guide to recruiting next ceo let’s continue our joint ajanta dennis okay, so we’ve checked references, references and this and that we’re bringing some people in were like site tours and what their meeting some of the staff now too, and maybe even some of some of the people who are getting our services no, what we worked a man don’t do that metoo staff until they are having a place where we don’t really know sexuality you don’t. You don’t really want the staff on my opinion on a ceo level. Uh, they have to pick the ceo if it’s another level? Certainly if it’s achieve opening office of chief financial officer it’s totally appropriate to have other members of the executive team meet with them. The finer who’s a better vet culture that’s line. Okay, but on a ceo though you are make it clear that the board is making the decision and i would not have staff involved on interviewing until all right. So who are they meeting that in thiss day when they’re going to visit the visit the site? Well, so many have gone to the search committee. Obviously, there is no one else to meet except the entire board. So if you’re talking about the ceo, which is what? We are way wrong that once a search committee has made decision before on offers made it’s what the search committee wants to do doesn’t really have any authority to itself. You wantto search committee should be making a recommendation to the entire board and in many cases, and i will advise us is have that final ceo or in the case where this too close candidates committed meet the entire board may be on the same day, you know, spend a little time with each one. Um, if if there’s one that’s clearly, uh, the person that everybody wants don’t waste the time of having to feel you have to bring a second one and you give it someone hope when is when they’re not probably going to be selected but i have an interesting story, tony, that you listen. May one here, uh, about a year ago we did a search for a ceo and the search committee had him ranked wanted to have this ah, woman rank one in a guy number two. And i had agreed with that recommendation thought it was the best way of going. And by the time those two candidates came in to meet with the entire board and this is an unusual situation ah, the board ended up going with the number two candidate and not the number one candidate and some things came up in discussions. Then i think at the end of day they made the right decision. So don’t forget the board has a final hiring authority. They delegate that that a search committee to search committee xero recommended candidates, but do not hire a ceo from a search committee on ly they must meet the entire board. Have you ever heard of co ceos? Yeah, i have and i found it never. Well, couple times it rarely works there. It works in a case where today there’s a lot of mergers and acquisitions, so both people take on the role of co ceo won, they have responsibility for maybe certain geography one than another o once focus more on one thing before not tow have it. I think coz ceos is like koh board chairs. It doesn’t make a feeling that anybody’s really in charge. Um, i’m working with an organization right now out in california because we do certainly national searches as well as in canada and, you know, there’s a transition going on and is this it the heart organization? It’s important to know who’s in charge? So if it has to happen and you’re particularly the merger, can you have it? Yes, but ideally it sooner than later. It’s only a transition. You can’t have a co ceo doesn’t work. I’ve seen coach, chief development officer and it doesn’t work either. I mean, i think someone has to be in charge. So that’s my opinion. Okay, way explored co ceos with jean takagi, so if anyone wants teo, get more on that. That was the main nineteenth twenty seventeen show with jean ok, alright, we, uh we it’s time to negotiate an offer we were ah, we’ve selected our top one you like guards, guidestar they have i don’t know if you mentioned i know them. Guide star has a has a good salary guide comes out every year. So it’s it’s current but you have other studies that you like? Yeah, a couple of things we have a good sense of what the marketplaces like different geography, maybe waken use guide star and i i like the organization well, but here’s the palm and it’s not guide, says the bomb is that usually the data that’s in there where you have the five highest, complicated employees? It’s probably two years old, even if it says two thousand sixteen and you’re in seventeen, it may have been, you know well, about a june of two thousand fifteen, so i don’t rely upon that nestle as a guide for making offer. I know what the organization is looking to pay. I know what what the sally is. People that are looking and then we i advise uh, i’m involved in every ceo, so i advise my client is what i think it’s going to take to get the person i’ve seen clients do salary surveys using geiser and other things that committee from other compensations raised there’s nothing wrong with it, but what you don’t get from that, you don’t know, uh, what the performance of the organization has been you don’t know how well they’ve done. You don’t know what, how well they’ve done with fund-raising, you know, you don’t know much about him other than what the total budget is. So on one of the advantages of a search for meditation now based upon the work they’re doing what what the rate is to attract some money and that’s kind of what we do. Okay, let’s, spend our last couple minutes. Ah, you know, you just got it by the book because there’s a lot more about negotiating the offer in the book, but i want to spend last couple minutes, just about two minutes or so on on onboarding this’s a board responsive board responsibility. Well, it’s a big thing. I mean, you know, if you talk to ceos, i mean half of them have never been on border. So what does? What does he mean by sort of onboarding candidate? Well, uh, our onboarding onboarding if you don’t get onboarding you get hired and then you start and then you go geez, i don’t know this is the way itwas, you know, you’re not supported in your new job. So dahna whatyou onboarding were first to the idea of preparing a ceo to adjust to the new social, cultural and professional components of the new role and or to the board here, really very important that i be some type of onboarding process um, so as example here, here’s some things you would want to be thinking about what onboarding here is, um, let’s be clear. So both the board and the ceo and again, you could say the same thing about a ceo or cfo. What she development altum same thing here is what are the expectations of each other? Clearly that’s gonna come up during entry puss, but that needs to be known. How often does the board chair want to communicate to the ceo? Did they want to meet monthly? Did they want have a phone conversation on every other friday did they want emails or not emails that they want to meet for breakfast? Um, what does the board want the ceo to accomplish in the first thirty days or sixty days, or maybe one hundred eighty days? Uh, what the cultural issues or financial is that the organization is facing, um, what senior members of the team may have some performances the watch out for who had the key stakeholders outside the organization like donors of all tears that you want to see how to make sure that building wishes, perhaps maybe with a local congress person or a member of the senate assembly here. Dennis, we’ve got to leave it there. There’s too much. All right, keep a melissa. Thank you, tony, for this. I appreciate you and all your happy holiday season and the great thank you so much, dennis. Same for you. Get the book. It is a guide to recruiting your next ceo. You’ll find it at dennis c miller dot com and you’ll find him at dennis c miller next week. Happy new year. There is no live show affiliate listeners. You are covered. Of course we’re going to replay zombie. Loyalists. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuant online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant weinger sepa is guiding you beyond the numbers. Wagner cps dot com appaloosa accounting software designed for non-profits non-profit wizard dot com and tell us credit card and payment processing, your passive revenue stream. Tony dahna may slash tony tell us our creative producers, claire meyerhoff, slam sam, sam the slam liebowitz is the line producer show social media is by susan chavez, and this very cool music is by scott stein of brooklyn’s. Thank you for that information, scotty with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card, it was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.