| Clients' Corner
An E-Newsletter for the Clients and Friends of Executive Consulting
Facing a tricky challenge that needs a strategic answer? Executive Consulting can help you find a solution! Yes, tricky challenges are all too common in the world of not-for-profit management. Whether it's recruiting the right board members, making plans for your next fiscal year, providing services that truly make a difference, or making sure you have the resources to fulfill your mission, challenges are continually on the horizon.
One of the most effective ways to address challenge is to have a focused, intensive discussion with your board or staff. Facilitated by an outside, third party, such retreats, meetings, or planning sessions are typically instrumental in moving an organization to the next level.
One of Executive Consulting's most requested services is our facilitation services for organizations considering retreats, meetings, and planning sessions. Our facilitation services are provided for a flat fee that includes a planning meeting, meeting management, and a follow-up meeting and review.
If you would like to learn more about how Executive Consulting's facilitation services can help take your organization to higher ground, please visit www.interimexecutive.org/interim/html/contact_form. htm.
Tools of the Trade
Board Accountability
Effective board management is a common goal among all not-for-profit organizations. If a board is not performing effectively, neither will the organization.
Executive Consulting for the Nonprofit Sector, Inc., recently launched its inaugural Board Chair's Academy, a program designed exclusively for our clients. The goal of the Academy is to provide our clients with the tools needed to take their organizations to higher ground. During the next several issues of the Clients' Corner, we will share several of these tools with you, beginning with board accountability.
According to BoardSource, an accountable board of directors successfully unites its role and duties, expectations and promises then delivers on them. It assumes responsibility and ultimately liability for the organization. This means that the stakeholders can trust that the board is good on its word and that the organization is trustworthy.
Specifically, board accountability entails:
- Members bearing the responsibility for the future of the nonprofit
- The board acting as the fiduciary on behalf of stakeholders as required by law
- The board ensuring compliance with laws and ethical integrity throughout the organization
- Individual board members accepting and delivering on personal commitments
- The board collectively adhering to the demands for accountability by stakeholders
- The board collectively justifying its actions and being accountable for its behavior
Specific responsibilities of non-profit boards include:
- Determining mission and monitoring focus
- Hiring and releasing the Chief Executive
- Supporting the Chief Executive by reviewing performance annually based on organizational goals
- Setting policies
- Ensuring adequate planning
- Raising resources to meet needs
- Monitoring the impact of programs and services
- Enhancing public image
Additional responsibilities are:
- Building board capacity through ongoing education
- Setting board performance standards
- Assessing board performance
- Ensuring full compliance with laws and regulations
For additional information about Executive Consulting's Board Chair's Academy, please visit www.interimexecutive.org.
Client Spotlight
Meet Valley Community Clinic
Valley Community Clinic, a health care clinic formed in 1970 in the San Fernando Valley, works daily to help its neighbors, including actors, retail clerks, musicians, nannies, waiters, and mechanics, among many others. Located in North Hollywood, the clinic specializes in providing services to the uninsured, 95% of whom are working adults without access to affordable health insurance.
With just 2% of its $8.9 million annual budget coming from fees for service, Valley Community Clinic relies heavily on philanthropic and in-kind community support. The clinic is a textbook example of neighbor helping neighbor, with the majority of funding provided by fund-raising and in-kind support, including local physicians who see the clinic’s patients on a volunteer basis. The Valley Clinic team—which also includes 170 employees—provided 60,000 patient visits last year as well as 15,000 community outreach contacts.
At the helm of this efficiently run ship is Paula Wilson, Valley Community Clinic’s recently appointed Chief Executive Officer. Paula was no stranger to the Clinic—prior to her appointment as CEO, she served as the organization’s Vice President, Planning and Development, for 13 years.
During the past several years, Executive Consulting for the Nonprofit Sector, Inc., has had the privilege of working with Paula and Valley Community Clinic on a number of consulting projects. Before Paula was named CEO of the organization, she served as interim CEO for a six month period. During this time, Executive Consulting affiliate Janet Schulman provided executive mentoring services to Paula. Executive Consulting’s executive mentoring process involves four major steps: a 360-degree performance evaluation, performance goal setting, leadership development training, and peer-to-peer performance improvement. “As a result of this process, I was able to develop the focus needed to ultimately secure the position on a permanent basis,” notes Paula.
Following Paula’s appointment as CEO, Valley Community Clinic contracted with Executive Consulting once again to enhance teamwork and communications among the Clinic’s executive leadership team, a project which continues today. The ultimate goal of this project is to conduct a series of retreats and meetings which will result in a work plan for the coming year.
“My experience with Executive Consulting has been very positive,” concludes Paula. “By keeping up with trends in the not-for-profit sector, the company’s representatives have been able to give me objective insight not only into my own organization, but into the not-for-profit community as a whole.” For additional information about Valley Community Clinic, please visit www.valleycommunityclinic.org.
From Our Family to Yours
Meet Our Consultant of the Year. . . Gabrielle Hass
Gabrielle Hass is a woman of many passions. A new grandmother, she’s passionate about family. She loves to travel, with recent journeys taking her to Bhutan and China. And, she explores her capacity for creativity by enjoying hobbies such as writing, singing and photography.
Gabrielle (or Gaby, as she’s more commonly known) brings this same passion to her work with not-for- profit organizations. A not-for-profit veteran with more than 30 years of experience, Gaby served as President and Executive Director of the Blind Children’s Learning Center in Santa Ana for the majority of her career. In recent years, she has discovered a passion for interim management, serving as the interim executive director for six local organizations.
“I enjoy taking my experience and letting it play out with different organizations,” notes Gaby. “I often feel that I’m a ‘healing force.’ The organizations I work with are typically in turmoil, so I do what I can to ‘heal’ the organization. In short, my goal is to take the organization forward, as well as help them identify what they should be looking for in their next executive.”
Several of Gaby’s interim assignments have been arranged by Executive Consulting for the Nonprofit Sector, Inc. “Having the firm behind me is so important,” states Gaby. “I’m able to consult with staff and the firm’s other affiliates whenever I need advice or assistance, a resource I find invaluable.” Executive Consulting also finds Gaby invaluable, recognizing her as the firm’s 2005 Consultant of the Year.
One of Gaby’s most gratifying interim assignments was with an agency that ultimately disbanded. “I came into the assignment knowing that the organization would need to reinvent itself, merge with another organization, or cease operations,” explains Gaby. “I engaged the board in a three month process during which we evaluated each option. The board ultimately decided that they had effectively accomplished the organization's mission. Since they weren’t interested in reinventing themselves, they decided to disband. The organization’s remaining assets were invested with the Greater Long Beach Foundation, creating an endowment designated for children’s health. The organization left a legacy, with the board even hosting a party to celebrate the organization’s mark on the community.”
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phone: 562-951-9514
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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.
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