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Board Development Building Partnerships and Planning for the Future

Board Development Building Partnerships and Planning for the Future. Joey Wallace RESNA/NATTAP February 12, 2008. Review. Project your Dream Team Identify Key Players by Role and Responsibilities Specify the Areas of Expertise necessary to plan strategically for the future.

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Board Development Building Partnerships and Planning for the Future

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  1. Board DevelopmentBuilding Partnerships and Planning for the Future Joey Wallace RESNA/NATTAPFebruary 12, 2008

  2. Review • Project your Dream Team • Identify Key Players by Role and Responsibilities • Specify the Areas of Expertise necessary to plan strategically for the future

  3. Areas of Expertise Fundraising capacity Marketing expertise Legal perspectives Legislative influence Accounting/Audit awareness Vendor and Business contacts

  4. Organize into Committees Executive Loan Review Committee Finance / Audit / Compliance Marketing and Outreach

  5. Define Internal and External Expectations for Board Partnerships • Board and Chair, Board and Organization, Board and Outside Partners • Review Governance Manual for definition of roles of Officers, Staff, and others • Have individual Board members identify their professional and community connections that can benefit the organization across the key factors

  6. Examples: Marketing : Contacts within the industry, experience developing Marketing Plan, media contacts, press releases, web page, etc Legislative – Connections with elected officials at federal, state and local level, lobbyists, Vendor – Association memberships, lobbying Consumer – CIL, Aging, medical community Legal perspectives – contracts, agreements, etc • ,

  7. Fundraising Responsibilities • Individual Board member donations • Active participation in fundraising development with staff • Defined Role of the Executive Director • Recruit Board members willing to pursue development

  8. Fundraising Responsibilities • Establish fundraising policies and procedures to which support and complement the strategic plan

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