Jewish Federations of North America, Young Professionals

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JEWISH FEDERATIONS OF NORTH AMERICA

Cabinet Retreat July 29, 2015

Emily Davis, MNM, CGT



30 seconds or less

Name & Title

Mission Moment

Outcome





TURN ON YOUR TECH

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#governance



AGREEMENTS / GROUND RULES

Stay on time Facilitator to move us forward Follow agenda Parking lot Respect and engage new ideas Take risks Listen and hear Ask questions Avoid interrupting Embrace consensus Bring imagination See opportunities

Step up step back Sit in silence Safe space Focus on goals/outcomes Minimize disruptions Technology Breaks One speaker at a time



PARKING LOT



AGENDA

Introductions

Federation Message

Engagement Strategies

Board Development

Close



TODAY’S GOALS

•  Learn best practices

•  Share experiences

•  Ask questions •  Identify action

steps •  Avoid pitfalls



Ø  55% of Millennials donated 10 – 20 hours in the last month.

Ø  52% of Millennials donated 4 - 10 hours in the last month.

Ø  26% of Millennials donated no volunteer time



COACHING & MENTORING

ENCOURAGE LEADERSHIP

ROLES

DEVELOP PIPELINE

HOW WE RECRUIT

RECRUIT FROM WITHIN

INVEST IN TRAINING

PRIORITIZE INCLUSIVITY



WAYS TO WORK WITH EVERY GENERATION

Know each gen’s value

Recruit & retain

Learn motivations Be flexible

Peer learning Invest in learning Build trust Encourage

connection

Communicate accountability

Connect to impact

Create culture



MILLENNIAL MOTIVATIONS*

•  Engage with issues, causes and people, not loyalty to institutions

•  Smaller actions can lead to larger ones

•  Influenced most by family & peers •  Time & money = philanthropy •  Need to access orgs virtually

*2014 Millennial Impact Report



THE FEDERATION MESSAGE



GREAT ELEVATOR PITCHES



WORLD CAFÉ: ENGAGEMENT

•  Station captains: note taker & share out

•  5 min/station •  Answer question

prompts •  Share out

Giving Levels Events

Family Programming

Innovative Ideas



SHARE OUT

Giving Levels Events

Family Programming

Innovative Ideas



BOARD DEVELOPMENT



Set organizational

direction

Provide oversight

Ensure necessary resources

BOARD ROLES & RESPONSIBILITIES



1.  Determine mission & purpose

2.  Select the chief executive

3.  Support & evaluate the chief executive

4.  Ensure effective planning

5.  Monitor & strengthen programs & services

6.  Ensure adequate financial resources

7.  Protect assets & provide financial oversight

8.  Build a competent board

9.  Ensure legal & ethical integrity

10. Enhance the organization’s public standing

10 BASIC BOARD RESPONSIBILITIES



SAMPLE BOARD RECRUITMENT TIMELINE

• Review docs & past recruitment • Design self-eval Month 1

• Conduct self-eval & demo matrix • Design application, interview questions & outreach messaging Month 2

• Add to website • Share with networks Month 3

• Schedule & conduct interviews • Invite to board meeting Month 4

• Host at board meeting • Make recommendations Month 5

• Inform candidates • Schedule orientation • Intro board buddies

Month 6

• Debrief process • Gather feedback Month 7



WHAT MAKES ‘EM TICK

• Always YES • Wants to help everyone & everything

• Caution!

OVER-COMMITTED

• Need lots to stay engaged

• Don’t let them sit around

BUSY, BUSY, BUSY

• Verbal & print

• Use titles & acknowledgment

LIKES RECOGNITION

• Stays focused & on track • Great for events • May get discouraged by others lack of support

ORGANIZER

• Lots of ideas for improvement

• Pair with an Organizer to keep things moving

CREATIVE

*Abigail Harmon





FOR EVERY MEETING

•  Serve mission •  Location •  Outcomes •  Agenda – out three

days prior with add’l items

•  Honor time

•  Shared responsibilities – Minutes or notes

(action items & deadlines)

–  Facilitation •  Provide food •  Follow up



FACILITATION TIPS

•  Concentrate on outcomes & mission

•  Step up step back •  Different perspectives &

agendas •  Behind-the-scenes prep •  Solicit feedback •  Allow space for

questions



ONE TAKE AWAY





•  BoardSource •  Nonprofit Board

Answer Book •  Creating Caring and

Capable Boards •  10 Basic

Responsibilities of Nonprofit Boards

•  The Board Building Cycle

•  Fundraising and the Next Generation

•  Liquid Leadership •  Next Gen Donors

Report •  Millenial Donors

Report

RESOURCES



Emily Davis, MNM Emily Davis Consulting

(720) 515-0581 [email protected]

emilydavisconsulting.com

Jewish Federations of North America, Young Professionals

Government & Nonprofit

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