Displaying items by tag: board leadership

Planning: Where the Rubber Meets the Road

Quote Mark TwainMany a well-thought-out strategy under-delivers its potential because there is no continuing framework for implementing it…no workable plan. How do we go from the choices of the ends and means of strategy to the steps and tasks of execution?

If we’re like many, we fail to see planning as distinct work in its own right. Rather, we think planning is something to rush through so we can get on with the work. Not so. Planning is a creative act, using the imagination God gave us to see something in our mind’s eye that does not currently exist and determine how to bring it to life. It’s parallel to God’s process of creation, except He can speak things into existence and we have to work things into existence.

How do we begin? Here’s an illuminating comment from a perhaps unexpected source. “The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and starting on the first one.” Mark Twain

As an aside, in most cases working as a group will yield better plans than working on our own. Why is this? First, each member of the group brings a different array of knowledge and experience to the process. Second, members of the group build off the ideas of others in ways that can’t happen working alone. Third, the time when others are speaking in the conversation creates mental space for new connections that often does not occur when we’re on our own.

Back to the business at hand. At this link, Workplan, available for you to print, is a simple worksheet for breaking your complex tasks into manageable ones and beginning to get them done. Let me explain the columns:

  • Projects/tasks. This column is for breaking what has to be done into projects and tasks. The definitions are simple: a project is something that has more than one task. A task is something someone can commit to accomplishing within a certain period of time. For example, in the worksheet, I’ve shown “launch new website” as a project and typical steps as tasks.

  • Responsible. In all my work with groups, I’ve never had one that did not answer this question correctly in unison: If everyone is responsible, who’s responsible? Right, if everyone is responsible, no one's responsible. So this column is for assigning a single person responsibility for the project or subordinate tasks. To be clear, the person responsible may or may not be doing all the work, but regardless they are responsible for ensuring the work gets done.

  • Resources. In this column, we think through in advance all that will be needed to complete the work. (In a similar vein, see Luke 14:28.) For the most part, resources fall into three categories:
    • People. Who will help? Who from within your organization will contribute? What outside contacts can you tap? What areas of expertise or experience will you need, whether within or outside of your current circles to complete the work involved?
    • Money. Many things dictated by our strategy choices—especially significant, high-leverage ones—require funding. Sometimes those funds are in the budget; sometimes it is a separate task to raise funds for the project. It’s important to be specific about the amount of money needed. It’s not enough in this column to say “funding” or “money.” Taking the website project as an example, if no one on the team has an estimate of what it costs to develop a website, getting an estimate becomes a task.
    • Things. Even in today’s increasingly digital world, there are still things that are needed…a desk, a chair, a computer, a server, a screwdriver, a wrench. These may be things we have in hand that can be allocated to the project; they may also be things we have to freshly acquire.

  • Timing. If we want to finish something eventually, we have to start it at a point in time. Every task, regardless of how small, has a duration, the amount of time it will take to complete. My wife will tell you after decades of experience, if I estimate a task will take a half hour, it will take at least an hour, if not an hour and a half, or even the whole morning. We need to be clear-eyed about establishing reasonable time parameters, reflecting not only the task itself but also taking into account other duties, obligations or commitments of those involved.

  • Sequence. Taking the first column next, the Sequence column acknowledges that we won’t necessarily think of projects or tasks in the order they will eventually be done. Attempting to think of the work in sequence may, in fact, slow down the creative process. The Sequence column gives us permission and a process for sorting out the order of the operations once they’ve all been identified.

  • Status. The Status column is the power column of the plan. When the team meets, after exchanging pleasantries and prayer, those responsible report the status of their tasks or projects in one of three categories: completed, on track, or off track. That gives us the opportunity to applaud workers and work completed; encourage those involved with tasks that are on track, but not yet done; and have a discussion about items that are off track. The intent of off track discussions is not guilt, blame and shame, but rather to apply the best thinking of the group to getting the matter back on track or, in some cases, concluding the task shouldn’t be done at all and should be taken off the plan. In essence, then, your workplan becomes the primary agenda item for your current meeting and the vehicle for planning what’s to be done between meetings.

Bringing the series to a close, in February, we discussed direction decisions—things like mission and vision. In March we talked about bridging from those high-level concepts by developing a strategy—choices of ends and means to fulfill your organization’s purpose. Finally, this month we’ve offered a simple framework for reliably translating strategy into robust plans for getting things done.

Assignment: Sometime soon, compare your processes to those discussed in the past three months. What elements of them could you adopt to make your processes more robust and your outcomes more reliable?

Zeke Swift is a Heartbeat International Board member and has facilitated strategy development with more than 40 for-profit and not-for-profit enterprises and groups over the past 20 years. He can be reached at This email address is being protected from spambots. You need JavaScript enabled to view it..

Complex to simple...

by Chet Scott, Built to Leadamy hirschi JaoVGh5aJ3E unsplash 1

Do not forget these guiding truths for leaders who are leading anything in a time of crisis.

Great leadership understands the complexities of their system and has crystal clarity of their overarching vision, their aim. Great leadership knows why it matters and lives their purpose with passion, patience, and relentless pursuit of excellence. Great leadership has five to ten unifying strategies that make the complex understandable and actionable. Great leadership focuses themselves and their teams on clear, concise, direct PA (productive action).

During crisis, leader, remember to understand all the complexities in and around your system. Be a master at making the complex on top, simple on bottom. Master clear, concise, direct communications. Humans hear horribly in crisis so keep it simple when talking with them. “Stop this. Focus here. Never stop attacking.” Anybody can make the complex complicated. Your job is to take the complex and make it simple for your team to act. Ambiguity is the enemy. Clarity is key. Make sense?

Live hard. Love harder…

 

Chet Scott is part of the Built to Lead Team. Built to Lead works with the Leadership Track at Pregnancy Help Institute each summer. This article originally appeared here at the Built to Lead blog. 

Stay on Target! Our Mission Remains

by Jor-El Godsey, LAS, PresidentBabySaved
Heartbeat International

“Stay on target!” is a familiar line from the first Star Wars movie. The small band of intrepid rebels were being exhorted to keep focused on defeating the planet-killing Death Star. All while being attacked by Darth Vader and his Imperial cohorts.

During “normal” times the mission of pregnancy help is facing a Goliath-like giant in Big Abortion and its flagship, Planned Parenthood. Of course, these days impacted by COVID-19 (or at least the anxiety surrounding it) are far from normal. There is a very present need to reach and rescue as many lives as possible.

What Happens "Beyond the Budget?"

by Kirk Walden, Advancment SpecialistBeyondBudget

Boards of Excellence

As board members, a primary responsibility is to monitor the budget and make sure the organization is wisely stewarding the funds entrusted to its care. At the end of the year, a reasonable goal is to finish with more funds in the bank than when we started, right?

Yet if a board isn't looking at what happens "after the budget," it is missing the bigger picture.

Beyond the budget, we must consider the amount of funds we are setting aside for next year, the next and the next. Ultimately, we must lay in place a financial foundation for future boards, staff members and most important, those who come in our doors as clients.

For forward-thinking organizations, an Endowment provides this foundation. Webster defines "endowment" as "a large amount of money that has been given to a school, hospital, etc., and that is used to pay for its creation and continuing support," but we can go further. For our non-profit organizations, an endowment is a fund we can draw upon (whether we use only the interest accrued or choose to withdraw a certain amount each year) to fund different aspects—or a large portion—of our ministries.

Every non-profit organization needs to at least carefully consider an endowment. Used wisely an endowment can be a perfect blend of faith and stewardship, two attributes that should complement each other.

Whether a ministry is launching an endowment or looking for ways to grow this fund, one starting point is the ministry budget. Placing a line item in the budget for the endowment reminds us each month that a portion of today's funds should go toward a better tomorrow.

Whether we start with $50 per month or $5,000, we are on our way to a brighter, more successful future for our ministry.


 Click here for more of this month's Advancement Trends in the Life Community.

Stuck? Assistance is Easy to Find

by Kirk Walden, Advancement Specialiststuck

Boards of Excellence

For pregnancy help ministry boards, it is easy to get consumed by major obstacles. When we face big challenges however, there is good news: Help is not far away.

Many sister organizations have likely walked in our particular shoes, and once faced the same challenges we are facing.

Tweet this! Often, major hurdles are overcome by capturing the counsel of those who have walked our road before.

Often, major hurdles are overcome by capturing the counsel of those who have walked our road before.

How do we find that help? Here are a few ideas:

Make Connections
As a board, make it a priority to send representatives to conferences and make professional connections with other board members (Note: the 2015 Heartbeat International Conference is April 7-10 in St. Louis, MO). Getting to know other board members in other areas, or across a state, brings more wisdom to the table.

One to Follow, One to Lead
Make it a point to create a close connection with another ministry geographically close by that you believe is on the same journey as yours, but has walked more steps on the path. Perhaps this organization is older; or has a larger client base and/or budget than your own. As questions come up, this ministry may be able to help with answers.

At the same time, offer assistance to a nearby ministry wanting to get to where you are. Be a sounding board.

As board chairmen reach out to each other in these ways, we all grow.

Check in with Your Affiliate Network
Whether statewide or nationally, your affiliate network may have answers for you. Utilize its expertise and its connections to dozens, hundreds or thousands of ministries when you're "stuck." For instance, Heartbeat International fields questions daily from its more than 1900 affiliates around the world.

Stuck? Whether the issue be fundraising, staffing or a new initiative that doesn't seem to be getting off the ground, help is on the way. All a board needs to do is access the assistance and counsel already in place.


 

Click here for more of this month's Advancement Trends in the Life Community.

Boards of Excellence: An Active Board Makes Year End Soar

By Kirk Walden, Advancement SpecialistYearEnd2

The Year-End Appeal Letter can be one of the most effective fundraising initiatives we have in our development plan.

A successful Year-End Appeal can bring us through a difficult year, launch the coming year on a positive note and perhaps most important, draw new supporters into the ministry.

And the Board of Directors can have a tremendous influence on the success of this endeavor. Here are some ways the board can assist:

Signatures matter
Each board member should have a copy of the ministry’s mailing list. From there a board member can highlight names of those with whom he or she has a personal relationship. The board member’s name can be added to the CEO as a signatory on the letter, making the letter more personal. The more personal the letter, the higher the probability of a positive response.

Bring new names to the table
Each board member can bring a list of 10, 20 or more names of friends who need to be added to the mailing list. As in the suggestion above, the board member should be a signatory on letters to these friends. In addition, the letter can include a brief statement from the board member such as, “As a board member, I wanted friends like you to receive this special correspondence. Your gift would mean so much to those who come in our door, and to me personally. Thank you for reading!”

Let’s remember to . . . Respond
Board members are leaders and as such, special appeals—like that of the Year-End Letter—call for action by those who lead. By sending in a generous gift we provide encouragement to staff, and we have the joy of knowing that we are fully involved in our ministry just as we are asking others at this special time of year.

Takeaway Thought:
In a ministry’s development plan, often it is the “little” items that get overlooked; yet those seemingly small things can make quite a difference over the long term. Board member participation in the Year-End Appeal is oft overlooked; participate in the three items above and your ministry will be well ahead of the curve.

Click here for more of this month's Advancement TLC!

Want to raise more funds?

Boards of Excellence: Want to raise more funds? 2 Decisions

by Kirk Walden, Advancement SpecialistDecisions1

The Board of Directors plays a key role in fundraising; many of its decisions have a direct impact on the overall development plan—and on the amount of funds raised.

Here are two decisions a board must consider if it wants to build a strong financial foundation for the ministry.

Director of Development (or Advancement)

Many boards are reticent to hire this person, wondering whether this position is needed or a good investment. If we are looking long-term, this person is a great investment.

A quick note: This person is not simply an events planner. If we utilize our Director of Advancement as only a banquet planner or to work on other events, we are missing the big picture. This person builds relationships with our donors; getting out of the office to spend time with them, get to know them and create long-term connections with the organization. A good Director of Advancement understands that our donors are actually volunteers who give their time at work (and the funds they earn) to our organization to save lives.

Looking to outside experts

The ability to raise funds is not innate. It is part craft, part science. Unless a board is blessed to be full of those who are professionals in this area, batting fundraising ideas around at a board meeting takes a lot of time and rarely yields fruit.

Investing in those who can come in to the organization, assess its needs and assist in crafting a plan for development is a wise decision. My heart breaks for those organizations that try idea after idea, thinking fundraising is about finding the next gimmick or hot idea.

Fundraising is a ministry that connects God's people to God's work. There are gifted Christians who understand this principle and make it their life's work to assist ministries in fulfilling their missions by teaching ways to create these connections. A wise board seeks out the help of these leaders in stewardship practices, who can transform events, design capital campaigns, and show ministries how to implement effective, long-term development plans that are God-honoring, faith-building and effective in laying a strong financial foundation for the ministry.

Two decisions

A board that is committed to making these two decisions will, over time, oversee an organization that is always on an upward trajectory.

Click here for more of this month's TLC.

The Real 'Advantage' for Missional Impact

by Jor-El Godsey, President

Best practices and powerful tools will only carry the effort so far... And maybe not as far as we'd think or want.

Even from the title of his book, "The Advantage: Why Organizational Health Trumps Everything Else in Business," Patrick Lencioni tells it straight. Our best tips, tools, and techniques won't carry the day beyond the operational health of our organization.

Sounds too "touchy-feely"? Lencioni anticipates this objection, noting, "[M]any leaders struggle to embrace organizational health because they quietly believe they are too sophisticated, too busy, or too analytical to bother with it. In other words, they think it's beneath them." (Emphasis added)

Lencioni, well-known for best-selling leadership and management books such as "Five Dysfunctions of a Team," "Death by Meeting," and "The Four Obsessions of an Extraordinary Executive," pulls from each of these and others to reveal how a business or non-profit can learn to function in a healthy way.

Setting aside his customary "fable" format, Lencioni uses real-life examples to illustrate and emphasize the challenge and importance of working toward organizational health.

"Organizational health will one day surpass all other disciplines in business as the greatest opportunity for improvement and competitive advantage." Lencioni says.

If you're new to Lencioni, you might start with his "Five Dysfunctions of a Team" to ease into these weighty concepts. His books are neither long nor difficult to read, but offer powerful insights for any non-profit organization.

 

Want to Start a Pregnancy Help Ministry?

Every day, in every corner of the world, God is moving His people to launch new efforts on behalf of mothers and children at-risk for abortion, as well as efforts aimed at healing those affected by previous abortions and reaching communities with positive pro-life messages focusing on imago Dei and Sexual Integrity.

Heartbeat International is here to support front-line life-savers carry out the unique call of God with excellence in real-life settings and circumstances. Through support and resources, Heartbeat is available to answer your questions and provide guidance as you journey down this new path. Just email our Ministry Services department at This email address is being protected from spambots. You need JavaScript enabled to view it. and a specialist will connect with you.

Whichever ministry you decide upon, we recommend looking at some key resources to get you started on the right foot. 

Recommended Resources for Start-Ups:

Click any of the below to start with the information you need.

MSpregnancycenter MShousing MSmedical MSabortionrecovery MSsupport
Pregnancy Center Maternity Home Pregnancy Help
Medical Clinic

Abortion Recovery
Long-Term Care

 

Answering the call to reach, rescue, and renew men, women, and children—even entire communities—from the violence of abortion requires a team effort, with every life-saver pulling on the same rope.

Click one of the below to learn more about your unique calling... and what you can do to become best equipped on the front lines of the Pregnancy Help Movement.

executive director development Medical Board Volunteer
Executive Director Development Director Healthcare Worker Board Member Volunteer

Behold Thy Kingdom

by Jor-El Godsey

From Take Heart | Volume 2, Issue 11

final logoAs the season of Advent unfolds and the focus on the birth of our Savior sharpens, the reality of this Scripture, like a diamond held up to the light, reveals multiple facets.

Behold. Be aware. Observe. Consider. This is the first step for us. We must open our eyes to see what is already at hand. The busyness of our schedule, the volume o f our workload, the needs of the ministry all can conspire to crowd our vision and actually shrink our awareness of anything but the urgent. It may take a moment to step away from the inbox, set aside the volunteer schedule, wait to review the financials, and simply focus on what the Holy Spirit is doing.

The Kingdom of God is all that He is and all that He controls. Think about that for a moment. Where is He not King? To what places does His reign not extend? Perhaps there are regions of our hearts and issues that have yet to be yielded to His Lordship, but He is certainly present even there, just as He is present in our ministry and among His people.

Indeed, the Kingdom “is in your midst,” right where you are. Truly, the Kingdom of God is in the midst of your staff meeting and each shift of volunteers. The King is with you during your event planning and while you stare at the blank page that awaits your monthly appeal letter. The Holy Spirit is present when you see the red numbers on the financials. He knows your pain and your tears.

The kingdom of God is even there with you in a board meeting (whether or not every board member has read the reports in advance!). He often speaks through this group that is assembled for the care and concern of the work that He has inspired. Whether you’re the executive director, board chair, treasurer, counselor, or administrative assistant, He, and His kingdom, is in your midst.

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