The Expression on His Face

It happened again.   In fact, twice in the past week.

The first time it happened to a CEO whose board we’re working with to get them to step up to the plate in a big way, fundraising-wise.

We were leading them through some “what’s the value-added of this board” discussions, that sort of soul-searching stuff.  As the board was coming to its own understanding of what the mandate ahead of it was, I could see a number of expressions pass over CEO’s face.  Boredom, exasperation, ennui.  Even a flash of anger as the board went through the “We don’t know enough about what this organization does…” litany – and I could just see his thought bubble:  “But I send you oceans of stuff, all the time!”

And then the change moment happened – and his jaw dropped.  When one of the board members offered to throw a house party.  And another volunteered to make a standing appointment on his work calendar for an hour a week allocated to calls and/or visits on agency’s behalf.  And a third said (and I quote):  “We’ve got to get on the stick, folks!  Who’s with me on this?” – and you could see heads nodding all around the room.

And now it’s like the real estate saying – follow-up, follow-up, follow-up.  (And I mean on the staff side.)  This CEO has to go through the same transformation as we saw pass through his face – from sitting on his hands waiting to see if the board will come through (or fail “as usual”), to seeing a moment of change and moving to support it whole hog.  We talk a lot at Cause Effective about moving toward the light – discovering the positive in the threads around you (especially in board behavior) and thrusting them forward.  Behaving “as if.”

Well, as I said it happened twice.  In fact, the second time was me, with my board.  They were having quite a lively discussion, and I was trying to remain silent.  But then one board member looked at the expression flitting across my face (I’ve never had a good poker face) and called me on it: “Judy, what are you thinking about all this?”

And I had about 3 seconds to recharge from doubt, thinking about the daily workload and other administrative concerns, to “look at these guys coming through!”  From staff supervisor to institutional leader, in other words.

Love those board members!  The good ones really keep you honest…and performing as your best self.

What Happened

"He Said-She Said."

I've read board minutes where my brain goes into whiplash trying to keep up with the back and forth.

"Decisions Were Made."

I've read other sets of minutes where I'm left scratching my head, trying to figure out how a meeting in which two decisions were made took two hours.

The answer is somewhere in between.

I'm a firm believer in the idea that minutes should not only reflect core decisions, but should also serve to keep board members who couldn't attend in the loop.  There's always someone who couldn't make the meeting and the notes should serve to bring them along, both so they don't drop off the face of the earth and also so they don't come to the next meeting trying to reinvent the wheel (i.e., remake the same decision again because they weren't part of the process of thinking it through).  Minutes can bring the process to those who weren't in the room, and keep them involved.

But minutes are also public documents and so shouldn't reveal individual viewpoints or every last sordid detail.  In other words, due diligence but not bickering.  They should be clear and transparent – and should reveal reflection, consideration, and solid, thoughtful decision-making. 

Good minutes are teaching documents, creating coherence out of a group of disparate individuals.  There's a craft – beyond the tape recorder – to transforming notes into minutes that move an organization forward.

Mission and Means

I’ve been thinking about where money and mission coincide.  Or don’t.

We’ve been working with a client that is wrestling with finance questions around its business model.

But, really, these are mission-based questions – who do they serve, what’s their core expertise, and what is the meaning of why they’re here on God’s green earth.

Or something like that.

It’s not just about who they charge for what.

And it’s been the board pushing the staff – to look beyond – that’s forced the issue.

To look beyond the budget numbers, this year’s and next.  To look beyond the profit and loss, the cash flow knot in the stomach, the accounting tricks that make them look stable.

And to look towards mission.

“It’s not about the market – it’s about the mission.”  I listened to the board chair say that to the executive director, and I was once again reminded of the power and necessity of the board’s point of view.

But how does this come up for “fundraising consultants”?

We’re often called in to help an organization fundraise around program assumptions.  But sometimes, a lack of financial support for a program is, in fact, a sign of larger mission drift.  Programs that might have been started because there was a ready financial market, are now orphaned without funding and without a strong enough tie to mission.

And it takes a board member – who’s not bound to the day-to-day grindstone – to point it out.

Is it mission?  Or is it means?

If it’s mission, a fundraiser can find a way to sell it.  But if it’s means, it may not have the significance, the weight, to be carried.  It may, paradoxically, be too “light-weight” – too far from the core – to be saleable from a fundraising point of view.

Easy To Slip By…

My emails come in thick and furious, every day except Friday.

I try to reply in a timely fashion, but…benefit coming up, website redesign, kids gone beserk…you name it, it’s coming at us from all directions.

Which makes it even more important to stop, once every week or two, and go through to catch all you’ve missed.

Especially the thank yous.
It’s so easy to focus on the balls that will get dropped, essential projects that are stuck, meetings needing to get scheduled, all that muck.
But what about the simple courtesies that make life pleasant – and work life even more so?

The secret is…it’s also easy to catch up.
To send a “So sorry this is belated, but I’ve been thinking about how great it was when you…” email that is delightedly received, no matter what the timing.
To send a “Yes I’d love to get together when you’re in town, I was just wondering how you were…” message that reminds someone they haven’t fallen off your radar screen.

To slip in, as it were, a touch…of that human connection that makes our days just a little bit more enjoyable to get through.

I tend to do these sweeps over my email stream early in the morning, so that people get these messages before they’re too tired to see them amidst the barrage of all their email accumulation.


Well, I have to come clean.


I don’t do this sweep at that time of day for a strategic reason relating to the emails’ reception – I do it because that’s when I have the time to focus on this level of detail.


But it helps to start my day off sweet – as well as, hopefully, the day of the recipients.