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.
Sample Management Questions
Please indicate the extent to which you agree or disagree (scale of 1-5, five being agree strongly) with the following statements.
Following up on ZimNotes January issue "Four Reasons To Do Board Assessments" and to encourage more self-assessments, Zimmerman Lehman is reducing its price for its ONLINE BOARD ASSESSMENT TO $395.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.
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.
2. ZimNotes Recent Article
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?
A STRATEGIC APPROACH TO PROBLEM SOLVING AT BOARD MEETINGS