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Zimmerman Lehman has opened a branch in Portland, Oregon!

Ann Lehman recently opened a Portland Oregon office for Zimmerman Lehman.  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 Amy Ackerman and 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.


NEW ZIMNOTES: BOARD MEMBERS FIDUCIARY RESPONSIBILITIES MADE SIMPLE!
This article outlines five steps all members should follow and three standards of care trustees are expected to follow.


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.

RECRUITING WITH FUNDRAISING IN MIND Think of board recruitment as you would if you were filling a top-level position in any organization, and give it the time and focus necessary.

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.

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.


3. Workshops
If you are interested in exploring having a workshop for your board or facilitation for a retreat, please call or 510.755.5701 or email.


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?

4. TAKE THE NONPROFIT IQ QUIZ

© 2017 Zimmerman Lehman

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