For Our Clients and Friends--News from Executive Consulting
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November 2006
 
 
Clients' Corner
An E-Newsletter for the Clients and Friends of Executive Consulting

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IS THE RIGHT FUND DEVELOPMENT PROFESSIONAL STILL ELUDING YOUR AGENCY? If you're a past or present client of Executive Consulting, you'll have an opportunity to learn how to find and hire the right fund development professional on Tuesday, November 28.

Presented by Agnes McGlone, an experienced fundraising recruiter with the American Heart Association--Western Region Affiliate, "Finding and Hiring the Right Fundraiser for your Organization" will present ideas and discuss recruiting and filling fundraising positions. During the training, clients will have an opportunity to learn how to conduct effective searches for the right fundraiser and maximize their ability to find and hire the right person. This complimentary seminar will be held on Tuesday, November 28, 9 to 12 noon at the Executive Consulting Training Center in Long Beach. Please contact Trina Schoonmaker, trina@interimexecutive.org or 562-951-9514 by Monday, November 27 if you're interested in attending.

Executive Consulting is also pleased to announce a second seminar, Creating a Continuity of Leadership, which is being co-sponsored by Executive Consulting and the Center for Nonprofit Management. Featuring Jeff Wilcox, President and CEO of Executive Consulting, as well as a panel of not-for-profit leaders, this session is scheduled for Monday, December 11, 8:30 a.m. to 12 noon at the Center at Cathedral Plaza in Los Angeles.

The session will cover five major points:

  • What does a leadership role mean in today's nonprofit sector?
  • How should the Board of Directors identify and prepare future volunteer leadership?
  • How do board recruitment, retention and recognition affect the culture of the agency?
  • Does the board have a succession plan when and if a senior executive position becomes vacant?
  • What constitutes best practices in today's leadership succession planning?

"Creating a Continuity of Leadership" is $135 per person and is open to all interested parties. For additional information, please visit www.interimexecutive.org, and click on the "Continuity of Leadership" link at the bottom of the home page.


Tools of the Trade
Board Life Cycles
Typewriter Those who have been enrolled in an introduction to marketing course are well acquainted with the concept of a product life cycle. The "life" of a consumer product or service goes through definite stages: introduction, growth, maturity and decline.

But did you know that the same holds true for not-for-profit boards of directors?

According to research conducted by Judith Sharken Simon and Susan Kenny Stevens, among others, not-for-profit boards of directors typically go through six distinct stages: 1) the imagine and inspire pre-stage, 2) the ground and grow (developing) stage, 3) the produce and sustain (mature) stage, 4) the visible and abundant (fund-raising/institutional) stage, 5) the review and renew stage, and 6) the decline and dissolution stage.

The imagine and inspire pre-stage is the stage during which the organization's vision or dream is identified. As the organization is established, the board enters into the ground and grow stage, with heavy volunteer involvement and limited paid staff. As maturation occurs, the board moves into the produce and sustain stage, with a comprehensive board profile, strong volunteer and staff systems, and a focus on oversight and fundraising.

The visible and abundant stage occurs when the board accepts primary responsiblity for fund-raising. An executive committee may be established to handle immediate issues and problems. A board will then enter into a review and renew stage, which will occur as board membership and leadership turns over, and as new generations of leaders become involved in the organization. Boards entering into the decline and dissolution stage are typically characterized by inappropriate, weak leadership, lack of passion for the cause, and a resistance to change; agencies in this stage may experience dramatic staff and board turnover as well as a continually shrinking board.

According to Carol Stone, former executive director of the Volunteer Center of Orange County and an instructor in Executive Consulting's Board Chair's Academy, "Assessing the life cycle stages is a good discussion tool for developing your board and for future planning. It helps establish benchmarks against which you can gauge board performance, both now and in the future."

The information provided in this article was presented during the first session of Executive Consulting's Board Chair's Academy, a program provided exclusively to Executive Consulting's past and present clients. For more information about the Board Chair's Academy, please visit www.interimexecutive.org and click on the Board Chair's Academy link on the home page, listed under Nonprofit Management Training.

Executive Consulting Recommends. . .
"Let's Have Lunch Together," A "Learning Novel" by Marshall Howard
glasses Relationship building is one of the hallmarks of the not-for-profit field, particularly when it comes to fund-raising. This is precisely the topic of Let's Have Lunch Together, a "learning novel" by Marshall Howard.

Let's Have Lunch Together reveals the secrets and how-tos that turn boards and supporters into legions of powerful mission partners. The book follows the story of Oscar, an Executive Director who tries everything to move his organization to the next level. Oscar could easily raise a lot more money and get more of what he wants. He's smart, works hard and is deeply committed. There's one thing stopping him: Oscar can't build strong relationships with enough of the right people. He thought he knew all about relationships - until things took a downturn. He needed answers quickly and discovered the secrets to more powerful partnerships. Now, his organization and his life are on the upswing.

Reviewers say, "This little book is full of golden nuggets that make a big difference, exceptionally beneficial for the seasoned veteran and the novice fundraiser." In a few hours, read this fast-paced story and learn the how-tos of power relationships. According to one reviewer, "The most fun I've ever had being trained--it captured my heart, then my mind."

Let's Have Lunch Together is available from www.marshallhoward.com.

From Our Family to Yours
Meet Marc Haupert
Haupert With more than 30 years of industry experience, Marc Haupert is well-qualified to serve as an interim executive and consultant to not-for-profit organizations. As former Executive Director of the Los Angeles Shanti Foundation and former Executive Director of the Desert AIDS Project, Inc., among other positions, he has developed a varied skill set, including skills in both not-for-profit administration and fund development. He has also founded, served on and served as president of various nonprofit boards of directors.

As Executive Director of Desert AIDS Project, Inc., Marc expanded the agency from a $1.9 million budget to a $5 million budget, increased paid staff from 25 to 65, and expanded medical operations from a part-time physician and one LVN to a multi-physician practice serving 800 patients.

Currently, Marc is serving as Interim Executive Director of CASA Riverside, an assignment arranged by Executive Consulting. CASA (Court Appointed Special Advocates) supports and promotes court-appointed volunteer advocacy for abused and neglected children so that they can thrive in safe, permanent homes.

"I've enjoyed being affiliated with Executive Consulting for the last two-and-a-half years," explains Marc. "The caliber of affiliates is outstanding. In fact, I believe the firm's affiliates represent some of the finest nonprofit talent in Southern California, if not the entire state."

Meet an Executive Consulting Service Partner
Introducing Denise Davies
It's highly recommended that a not-for-profit organization of just about any size have a Web site. But unless you're a larger agency or you have an HTML expert on staff, it's often a task that must be outsourced. But who has this type of expertise? Who should you call?

Through its Service Partners Network, Executive Consulting has an affiliation with just such a resource. Denise Davies of Aleph, Inc., specializes in Internet strategy and implementation for not-for-profit organizations. The company's clients include AFP Orange County, Family Service of Long Beach, Developments in Literacy, and, of course, Executive Consulting for the Nonprofit Sector, Inc., among other clients.

A native of Nova Scotia, Canada, Denise has spent the last 10 years creating Internet solutions for not-for-profit and for-profit organizations. Denise has lived in more than 10 countries, working in education, libraries, information management, consulting for information systems, and in both the for-profit and nonprofit sectors.

"I am committed to working with not-for-profit organizations for a number of reasons," comments Denise. "The sector is so important to our society--whether it's education, social services or health care, not-for-profit organizations are so key to our communities' infrastructures. By providing my Internet skills to these organizations, I can be part of the sector's effort to change or save lives."

Denise is just one member of Executive Consulting's Service Partners Network, a program designed to provide specialized services in areas such as not-for-profit accounting, marketing, and human resources management, among other disciplines. To learn more about our Service Partners Network, please click on the link below.

phone: 562-951-9514

Executive Consulting offers four lines of management consultation services to nonprofit organizations throughout Southern California, the United States, and Canada. For more information, please visit www.interimexecutive.org.