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


1. News

Larry GregoryIt is with sadness we report the
passing of one of our team members,
Willaim (Larry) Gregory, our heart
goes out to his family.


BOARD ONLINE ASSESSMENT
A process of board self-assessment is not only worthwhile, but a critical component to ensure your board is functioning at its highest level, and efficiently directing its efforts to accomplish its mission.  If you have added or are about to add new members, a board assessment can double as a good introduction to, and reminder for all members of, what it means to be an effective board member.  While evaluation is considered a worthwhile process, how many boards do this themselves? 

The Zimmerman Lehman Online Assessment is a survey consisting of questions, such as those set out below, that each board member answer confidentially. The questions are geared to a set of benchmarks developed by Zimmerman Lehman in the field of board governance. The Survey consists of approximately 80 questions covering the following topics: planning–policy, program implementation & monitoring, board meeting logistics, board meeting operations, committees, recruitment–orientation, fiduciary/conflicts of interest, financial-accountable & transparent, management–personnel, fundraising & marketing. It between 15 and 20 minutes to fill out. 

The Zimmerman Lehman Online Assessment includes a half-hour consultation analysis of the Board’s answers. If you would like more information about Zimmerman Lehman's online assessment please contact Ann Lehman email us or call 510.755.5701.

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.


NEW: CREATING AUTHENTICITY: NONPROFITS, THE ELECTION AND POLICY MAKING How authenticity can help nonprofits raise money and be at the table seen through the eyes of the 2016 election.


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.

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.

Recent:


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.

Public Training:
Central Oregon Nonprofit Organization Board Training October 1 @ 9 am- 4 pm, Redmond, Or
Ann Lehman will be speaking on board advocacy, planning and evaluation. Nonprofit board service is a big job; its rewarding and fulfilling, but not always easy. Finding answers to the issues boards must cope with, can help make board service easier. Join leading nonprofit specialists from across the region for an energizing day of learning! Regardless of the type of nonprofit organization you serve, this training will help you navigate the board room with confidence! Check back later for details on workshop topics and registration.


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

© 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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