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1. News
2. ZimNotes Article
3. Workshops by Zimmerman
4. Test Your Nonprofit IQ


1. News

Zimmerman Lehman has opened a branch in Portland, Oregon!

Ann Lehman recently opened a Portland Oregon office for Zimmerman Lehman in January 2016.  The Bay Area office will remain and be led by Judy Kunofsky and Ann will still be available for consultation and training. Ann will continue to focus on Board Assessment and Training, Governance, Recruitment, Board/Staff Relations, Planning, Facilitation and Fundraising. Her coaching practice for executive directors also continues and her gender and bias work is assisted by Anu Menon. Judy's areas of specialty are Proposal Writing, Foundation Prospect Research, and Fundraising Campaign Planning. Our other team members will fill in as usual helping your organizations to forge dynamic and sustainable futures. For more information about email Ann.


CREATING INCLUSIVE NONPROFITS BOTTOM-TO-TOP (Foundation Center Blog)
How are nonprofits making thoughtful, sustainable improvements towards greater diversity and inclusivity? Anu Menon and Ann Lehman led an interactive workshop focused on the structural and operational changes needed to create inclusive organizations on October 7, 2015 at the Alliance for Nonprofit Management Conference in Portland, OR. If you would like a copy of the PPT from this training write Zimmerman Lehman. See Ann Lehman's article published in the Chronicle of Philanthropy "Need for Diversity at Nonprofits Is More Vital After Garner and Brown Cases" on what nonprofits can learn from the private sector about creating a more inclusive workforce and environment.


ZimNotes Tweets
Zimmerman Lehman has a Twitter feed on nonprofit issues. If you want your ZimNotes wit and wisdom in 140 characters or less, follow us on twitter.com/alehman.
Here is an example of a few recent Tweets:

2. ZimNotes Recent Article

WHAT IS THE RELATIONSHIP BETWEEN THE BOARD AND THE EXECTUIVE DIRECTOR
Article highlights what makes for a positive relationship between the board and the executive director, and the board and staff.

WHAT SHOULD BOARD MEMBERS UNDERSTAND ABOUT ACCOUNTABILITY AND TRANSPARENCEY?
"Accountability" and "transparency" are the key buzzwords for nonprofits in the 21st century and woe to those who ignore these critical responsibilities.
The article explains what board members should know and understand about this critical responsibilities.

EIGHT CHARACTERISTICS OF LEADERSHIP
This article defines leadership and outlines eight characteristics of a good leader, offering examples of both leaders and leadership style.

A STRATEGIC APPROACH TO PROBLEM SOLVING AT BOARD MEETINGS
Board members can act as advocates for their organizations and communities by using a strategic approach to problem solving, with a focus on a collaborative method to finding the answers.


ZimNotes, subscribe to our free eNewsletter, includes a new article of interest to the nonprofit sector in each issue and our nonprofit quiz. Check our former articles.

Most Recent:


3. Workshops
If you are interested in exploring having a workshop for your board or facilitation for a retreat, please call or 510.527.5724 or email.

For Private Board Training

Learn To Be An Effective & Strategic Nonprofit Board Member

Thank you for an enlightening morning filled with ideas and direction for moving our organization forward. You had lots of big picture thinking as well as small little processes that I believe will play a big role in helping us to level up. Ken Fisher, Board member of Homeless Action Center


With heightened awareness of accountability and transparency, board members need to learn about both while furthering the nonprofit’s mission and vision. Taught by Ann Lehman, the class includes interactive exercises geared to new and seasoned members and includes a board manual. Class answers questions such as:
  • How to run efficient and effective meetings?
  • What is a mission and vision statement?
  • How to strategically plan for the future?
  • What to pay and how to do a performance appraisal of the Executive Director?
  • How to strategically recruitment new members?
  • What are your fundraising responsibilities?
  • How to be financially accountable and transparent?
  • What are members’ fiduciary duties?

PUBLIC WORKSHOPS

CREATING INCLUSIVE NONPROFITS BOTTOM TO TOP (Recent)
Portland, OR Alliance for Nonprofit Management Conference, October 7, 2015...Many believe that inclusive organizations increase strategic thinking, improve responsiveness to community/clients, lead to a broader donor base and attract the most talented workers, but find it a challenge to put into practice. What are the policies and processes we need to make this happen? Learn from the latest data and trends, lessons learned. Lead Presenters: Ann Lehman and Anu Menon

Workshop previous offered at the San Francisco Foundation Center (May 2015), here is what the review: What a critical and timely topic that clearly resonated with audience knowledge gaps......there is a real hunger for this information and we are grateful to you for helping us in our work of connecting social sector organizations to the knowledge and resources they need to thrive. Janet Camarena, Director, SF Foundation Center

THE 21st CENTURY WORKPLACE FORUM, show casing gender equality model practices. Ann moderated a panel of experts from each company including, Symantec Corporation; Baker & McKenzie; Deloitte LLP; Bayer HealthCare; eBay Inc.; Charles Schwab & Co.;  ATT; Twitter; Levi Strauss & Co. See Ann's introduction to the panel.


© 2016 Zimmerman Lehman

This information is the property of Zimmerman Lehman. If you would like to reprint this information, please see our reprint and copyright

 
 

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