Spokes | Resources for Nonprofits

Find Us On Social Media:

  • About
    • History of Spokes
    • Annual Report
    • Meet Our Expert Volunteer Faculty
    • Staff & Board of Directors
    • News
    • Frequently Asked Questions
      • Organizational Membership FAQs
    • Spokes’ Privacy Policy
    • Support Spokes
      • Our Generous Donors
  • Membership
    • Membership Benefits
    • Our List of Members
    • What Members Are Saying
    • Member Success Stories
  • Services
    • Nonprofit Board Service
    • Major Nonprofit Events
    • Starting a Nonprofit
    • Meeting Spaces
    • Special Resources for Uncertain Times
    • General Nonprofit Resources
  • Login
  • Contact Us
  • Volunteer
  • Classes/Workshops
    • Ask an Expert
  • Job Board
    • Job Board

The Right Way to Bring New CEO on Board

May 18, 2017 by Spokes For Nonprofits

Just hired a new CEO at your nonprofit? Now, the real Board work begins.

Spring is always a time of growth and re-birth in the natural world. It seems the same is true in our local nonprofit sector with many nonprofits transitioning from a retiring or exiting CEO to a new one, and many more preparing to hire the very first staff executive in their organization’s history.

 

Finding a new executive leader is always challenging for a nonprofit board. In fact, it may be the hardest task any nonprofit board must face. To start, the board faces the daunting task of managing the organization until a new leader can be found, which is then compounded by the additional stress and worrying of trying to find the “right” candidate. And the hard work doesn’t end there. The most critical period for a nonprofit’s success comes after the new CEO starts the job as the entire organization acclimates to its new leadership.

One third to one-half of new CEOs, whether they’re hired from outside or from within, fail within their first 18 months, according to some estimates. 

At Spokes, we’re constantly talking about how critical the role of a nonprofit board’s continuing support and guidance is in helping a new CEO be successful. The topic is really nothing new. What is new, however, is an article from Harvard Business Review, “After the Handshake“ by Dan Ciampa, which offers some fresh tips and insights.

  • Nonprofit boards must find and maintain an appropriate balance between being un-involed and over-involved. CEOs routinely report that they don’t get enough transition support from their directors. Boards cannot micromanage, but there is also a danger in being too remote.
  • Nonprofit boards must set clear expectations about how much communication they expect between board meetings or in which decisions or changes they want to play a larger role. Ciampa recommends that board members can start defining clear and appropriate expectations with the new CEO by asking the following questions:
  1. “What information do you need from the board to be able to do the best job you can?”
  2. “What behavior on the board’s part would best enable us to have a trusting relationship at board meetings, between them and in one-on-one conversations?”
  3. “From your experience during the search process and in your first meeting or two as CEO, what one thing about how the board operates would you change to make our relationship all it must be?”
  • Nonprofit boards must help a new CEO build his/her relationships with key organizational stakeholders – including each of the individual board members. Every new CEO will need some help navigating the new culture of your organization.
Ciampa explains that the CEO’s first 6 months or so is a time when nonprofit board members should expect to be meeting, talking and contributing more than they ordinarily do. Read his entire article here to learn more useful insights to help your board and new CEO successfully leap into a bright new future – together.

Four Steps To Prevent Stress

April 7, 2017 by Spokes For Nonprofits

Stress and burnout plague everyone in every sector. Nonprofit employees, however, seem to suffer especially. If we all spent five minutes jotting down the causes of our stress, we’d probably have fairly similar lists: emotionally draining work, constant urgency of needs, limited resources to do the work, low pay, not enough time in the day, etc. And, surprisingly, we’d all miss the only true cause of stress: rumination.

In his article, “Pressure Doesn’t Have to Turn into Stress,” published in the Harvard Business Review on March 16, 2017, Nicholas Petrie explains that the “causes” we would put on our list are actually not stresses but, rather, pressures. We create stress when we choose to react to pressures with rumination – the act of rethinking past or future events while attaching negative emotion to those thoughts.

Different folks can face the exact same pressures but experience very different levels of stress because of their individual reactions. For those who are interested in reducing their stress-levels, this is great news! Your stress-level can be entirely within your control with practice and discipline. Petrie offers the following four steps to help you:

Wake up and be present. Most rumination occurs when we are daydreaming or not focused on our current actions. Try some physical tricks like sitting up, clapping your hands or moving your body to bring you into the present. Get busy and re-engage with tasks at hand.

Focus on taking useful action. Petrie suggests the following exercise: Draw a circle on a page, and write down all of the things you can control or influence inside it and all of things you cannot outside if it. Remind yourself that you can care about externalities — your work, your team, your family — without worrying about them.

Put things in perspective. Petrie suggest three strategies for gaining a healthy perspective of your situation. One is a questioning exercise in which you ask yourself:  “How much will this matter in three years’ time?” and “What’s the worst that could happen?” and “How would I survive it?”.

Let go. Petrie admits that this is the hardest step to take. It has three required components: accept the situation, learn from the experience, and take appropriate action to move through and out of your situation.

Read Petrie’s entire article here and start a stress-free Spring tomorrow!

https://hbr.org/2017/03/pressure-doesnt-have-to-turn-into-stress

Nonprofit Leadership and Politics

March 24, 2017 by Spokes For Nonprofits

unity-1767663_1920At Spokes, we are having daily conversations with our nonprofit members about the political discourse that is permeating our professional and social interactions. Here’s what we’re learning:

  • Some nonprofits are struggling to properly care for their clients because they are using multiple or different names when seeking services. These clients are too afraid to use their real names and expose themselves to potential raids for suspected illegal immigrants – even clients who are in the United States legally.
  • Nonprofit leaders are feeling a need to create continuity plans (or disaster plans) out of a fear that their organizations may be targeted for an attack (arson, vandalism, or bullying) because they address issues that have become politically charged.
  • Nonprofits that exist to support women’s issues chose not to participate in International Women’s Day celebrations because doing so may align the organization with one political party and alienate donors and volunteers from the opposing political party.
  • Some volunteers and board members who want to support the nonprofits that address the issues that concern most are being turned away because their reputations/identities are deemed “too political.”
  • Large professional associations continually send nonprofit leaders surveys and articles asking us to identify how the new presidential administration is impeding our work and rallying us to “fight” against the administration to defend our causes.

Those who share these stories have asked us for help and guidance. We’ve identified 4 specific tips and want to share them with you, too:

First, re-frame the conversation. Our organizations face the very real threat of program interruptions from fires, earthquakes, dramatic federal budget cuts, economic recessions, political agendas, or poor assumptions about our organizational purpose every single day. We must always be diligent in our stewardship of our organizations – whether in defining a continuity plan or an advocacy policy. If we’ve been remiss in these management areas, the fault is our own and not the fault of a particular president or political party. Let’s not allow ourselves to become “victims” of the current political environment. Rather, let’s allow this turbulent time to motivate and re-engage us in our long-term planning and risk management responsibilities so that we can shore up our organizations to better weather the storms that will inevitably come to us from many different sources and directions. And, most importantly, let’s commit to maintaining our vigilance as we move forward.

Second, remember that all 501(c)3 organizations are legally required to remain non-partisan at all times. Charitable organizations are a “partisanship-free” zone. If a volunteer, board member, or donor wants to participate in our work to help us fulfill our missions, we owe it to the constituents we serve to allow them to do so. For whom an individual votes or which campaign sign may be in his/her front yard is a non-issue. If you’re worried that folks may try to align with your organization with an ulterior motive, you can protect your organization by establishing and consistently applying carefully defined policies and procedures around board member vetting, expectations for board member performance, gift acceptance policies, and donor recognition policies, to name a few. We must apply the same nondiscrimination practices we use for hiring our employees or serving our clients with our volunteers and donors. We need everyone’s participation in the nonprofit sector if we want our communities to be healthier and more vibrant. We have a moral obligation to invite participation and not build barriers to impede it.

Third, don’t make decisions out of fear. Rather, make decisions based on what your organization believes to be true as defined by your mission statement. Borrowing from the example above, if a nonprofit was founded on the belief that woman are entitled to equal rights and protections, then it must participate or promote International Women’s Day or participate in a local march. Not participating out of the fear that a donor may incorrectly view your participation as partisan and become disgruntled is unreasonable and unfair to your clients and that donor. If an activity is strongly aligned with your mission, it is worth doing. Allow your mission to be your guide and organizational conscious, not your fears. Not everyone will support your mission, and that’s OK. Those donors who do support your mission will respect what you do in service to it, even when those activities may be politicized by the media or others. Schedule some time at your next board and staff meetings to review your mission and values statements so that all members of your organization are empowered to communicate and demonstrate them effectively.

Lastly, let’s choose not to respond to perceived attacks on our work defensively. Taking a stance of “fighting back” only increases the amount of fighting that is occurring all around us. Instead, let’s work harder at communicating (listening, specifically) for greater understanding and agreement. We need to ask more questions to identify common ground rather than declaring to defend our territories. After all, a hunting enthusiast and a vegan can both support wildlife habitat conservation. A gun manufacturer and a pacifist can both agree on the need to support our veterans. And, a fast food restaurant owner and nutritionist can join forces to build more playgrounds to help children be more physically active. Let’s find our common denominators, join forces to realize our shared goals, and serve as a model for the rest of our national, state and local communities.

If you need a template for an advocacy policy, board contract or other policies, or if you would like consulting help to implement any of these strategies, please call Spokes at 805-547-2244 or [email protected].

Help for Best Hiring (and Firing) Practices

February 23, 2016 by Spokes For Nonprofits

PICMaybe it’s evidence that our economy is really improving and our organizations have more resources to make long-overdue budget and program to expansions? Or, maybe, as our society ages, more longtime volunteers and donors are making the “ultimate gifts” through generous bequests in support of critical operating needs? Or, maybe, volunteer and employee turnover continues to reoccur and has us looking for solutions to end the cycle that plagues our organizations? Whichever the reason, Spokes has received a rash of recent inquiries and requests for assistance in hiring new employees (especially executive leaders), staff restructuring and mergers. In response to these inquiries, we’re pleased to offer a few quick resources and announce the launch of our new Executive Search Services!

Hiring a new employee can elevate your entire organization when you hire the “right” person. Likewise, it can be downright treacherous and cause lots of expensive and collateral damage for the organization and other staff when you hire the “wrong” person. “Background Checks Vary but Need to Be Robust and Fair” by Eden Stiffman, an article recently published by the Chronicle of Philanthropy, offers some practical considerations for researching a candidate before making an offer. Suggestions include using a third-party to conduct a verified background check and establishing a formal policy regarding if/how social media will be reviewed as part of your candidate evaluation. Read the full article here.

NOTE: If your organization would like to conduct background checks on candidates, remember that the California Association of Nonprofits has discounted services available to its members. Your insurance provider may also have cost-effective options for you. And, if you have a payroll services contractor like Paychex, you may have access to employee screening services through your payroll processor. Remember to budget these checks into your search and hiring costs as they can be expensive.

Often, hiring a new employee is proceeded by the unfortunate reality of dismissing another one. The best practices for dismissing an employee due to reorganization are different from the best practices of dismissing an employee for performance-related issues. Read the Chronicle of Philanthropy’s article, “Advice: How to Know if it’s Time to Fire an Employee” by Pratichi Shaw, to learn what steps are best to take for your specific situation. And, the Chronicle’s article “Terminating an Employee: Handling the Aftermath in Your Organization” also by Shaw offers additional advice to help guide your organization through the after-affects of any employee changes.

Looking for a little more hands-on help? Spokes may have just what you’re looking for! We’ve recently finalized and launched our NEW Executive Director Search Services to assist you in finding your organization’s next great leader. We offer a full suite of services from soliciting and evaluating candidate applications to facilitating your interview and decision-making processes. Services can be provided “a la carte” or comprehensively, based on your organization’s unique needs. For more information, please complete our online consulting inquiry form or call our offices at 805-547-2244.

Hardest Part of Board Member’s Job?: Orienting a New Executive Director

December 1, 2015 by Spokes For Nonprofits

Imagine starting a job where you have 5 or more bosses with whom you meet once a month. They are thrilled to have you on board – relieved, really – because they haven’t been intimately involved in the day-to-day operations of the organization and they know that there is lots of work to be done. Staff is glad to have you on board, too, and is anxious for direction.  Where do you start?  How do you make sound strategic decisions when you’re still trying to figure out where the bathrooms are located and remember everyone’s name?
This scenario may seem like a bit of an exaggeration, but, sadly, it replays in nonprofits of all sizes again and again, year after year.  The “costs” of replacing a key executive in any type of organization are costly because of the requisite learning curve. Flattening that learning curve is especially important for nonprofits – both because they are working with fewer resources than their for-profit counterparts and because the services they offer are critical to clients who rely on them.  Ironically, right at the moment that the board of directors sighs with relief after hiring a new executive director, that’s when the real work needs to begin.
In their article, “Boosting Nonprofit  Board Performance Where it Counts,” published in the Stanford Social Innovation Review, July 16, 2014, Lisa Walsh, Libbie Landles-Cobb and Leah Karlins offer 5 specific strategies for nonprofit boards to employ to help a new executive director transition more successfully to your organization:
  1. Do your homework in order to hire well.
  2. Collectively set the new leadership agenda.
  3. Get clear on goals.
  4. Go slow on orientation to go fast on the job.
  5. Make performance management routine.
For more specifics about each of these recommendations, read the entire article here.
  • « Previous Page
  • 1
  • …
  • 8
  • 9
  • 10
  • 11
  • 12
  • …
  • 15
  • Next Page »

Article Categories

  • Financial and Legal
  • Fundraising
  • Governance
    • Board Development
  • Human Resources
  • Marketing & Communication
  • For Board Members
  • For Executive Directors
  • For Staff and Volunteers

DISCLAIMER: Spokes offers informed advice and recommendations, not professional counsel. Blog content is current as of the date shown. Individual posts are not necessarily updated, so please confirm the accuracy of the information, especially of older posts.

Popular Topics

board Board governance board of directors charity communication database donations donors employees financial fundraising Governance grants insurance leadership marketing member benefits nonprofit nonprofit management nonprofits philanthropy policy productivity Professional Development recruitment reserve responsibilities spokes taxes volunteers

Member Testimonial

“Many times you do not want to go to a meeting or conference or class, but you do anyway because you’re hoping to hear that one idea that can be truly beneficial. Every time I have gone to Spokes, I’ve come away with more than one of those ideas.  The resources they offer have been critical to the progress of our foundation. The experts they host have always been high caliber, and Spokes provided a direct connection to a grant writer who has helped us tremendously.”

Frank Kalman
Executive Director
Kids Cancer Research Foundation
San Luis Obispo, California

What Else Are Members Saying?

Learn about Spokes membership

Guiding nonprofits to achieve their goals through support and expert resources.

How Can We Make A Difference Together?

Spokes welcomes local professionals who would like to share their expertise in support of the nonprofit sector.

Get Started Contributing

Recent Articles

  • Can You Really Offer Benefits on a Budget?
  • Microsoft 365 Business Premium grant being discontinued
  • Mission-Aligned Money Management

Copyright © 2025 Spokes | Resources for Nonprofits. All Rights Reserved.
PO Box 5122, San Luis Obispo, CA 93403
Hosting by NDIC.
Photography by Nicole Boughton.