# Calling All Executive Directors!

**URL:** <https://community.mtnonprofit.org/t/calling-all-executive-directors/175>\
**Category:** Uncategorized\
**Created:** [November 30, 2022, 7:12pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175 "2022-11-30T19:12:57Z")\
**Posts on this page:** 12\
**Page:** 1

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [November 30, 2022, 7:12pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/1 "2022-11-30T19:12:57Z")

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It can be lonely at the top. This topic is for challenges facing ED’s and CEO’s, as well as a spot to share celebrations and strategies.

[Register Here](https://us02web.zoom.us/meeting/register/tZEuf-CvrjwuH9M9Wb9RvoCdsxutiqfcYOha#/registration)

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [February 9, 2023, 5:00pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/2 "2023-02-09T17:00:02Z")

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February Topic: Board Chair/ED Relationship

Joan Garry Article | [Strengthening the Board Chair/ED Relationship](https://www.joangarry.com/nonprofit-board-chair-ceo-relationship-agenda/)

Blue Avocado | [Who is responsible for the board doing a good job?](https://blueavocado.org/board-of-directors/who-is-responsible-for-the-board-doing-a-good-job/)

Finding the right balance of board lead/staff lead committees and task forces can take conversations and practice, and training the board how to run the work of the board, even when it is staff supported. These are conversations that need to happen with the board chair, so that the board can lead peer to peer.

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [March 9, 2023, 4:23pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/3 "2023-03-09T16:23:03Z")

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March | [Joan Garry’s 14 Attributes of Great Nonprofits](https://www.joangarry.com/best-non-profit-organizations/)

- Board Assessments - Share your templates below!

[MNA Board Member Matrix](https://montananonprofitassociation.sharepoint.com/:x:/s/MNATeam/EccyYJ1LjO9OpB0qiMk9HJcBVzmc5BP-JLARXuyX3ha7pA?e=ap3TaF) | For framing conversations around recruiting board members

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**Author:** ![lifehousesinc](https://avatars.discourse-cdn.com/v4/letter/l/838e76/32.png) [@lifehousesinc](https://community.mtnonprofit.org/u/lifehousesinc)\
**Post date:** [March 9, 2023, 5:01pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/4 "2023-03-09T17:01:01Z")

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![image](https://canada1.discourse-cdn.com/flex030/uploads/mtnonprofit/original/1X/2e4068af62e59d82726ac47f802f3a2ef873e8f2.jpeg)

Not sure if this worked, but here is a pic of our board self-assessment.  
Christine

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [March 9, 2023, 5:01pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/5 "2023-03-09T17:01:37Z")

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May Call | Being a Workplace of Choice

Staff policies, flexible workweeks, benefits, handbooks. Whether you are a one person shop or a large org, how can your organization attract and retain great talent?

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [March 9, 2023, 5:04pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/6 "2023-03-09T17:04:39Z")

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This is great Christine - thank you!

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [May 11, 2023, 3:57pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/7 "2023-05-11T15:57:37Z")

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**May 2023 Call** Topic: Open Questions

- Bylaw review and revision - recommendations to help review bylaws, add term limits, update review requirements, update legal requirements, filing with state

- Navigating bringing new folks on the board. Shared tips and tricks for working with the board to manage the board, and making sure someone or a committee owns that. [Template for building a committee charter here.](https://docs.google.com/document/d/1DHlQjvG-utp81_vHZ5NXjYH2QiFUlqnX/edit?usp=sharing&ouid=107341261078198068078&rtpof=true&sd=true)

- Maternity leave + emergency succession planning. [Emergency succession planning quick template.](https://www.propelnonprofits.org/resources/emergency-succession-plan-template/) [Full Executive Planning Template](https://docs.google.com/document/d/1htFuanzG6Y372ue6eV-G2A7D6T_0LN7g/edit?usp=sharing&ouid=107341261078198068078&rtpof=true&sd=true)

- Time Management tools. [Full Focus Planner.](https://fullfocus.co/planner/) [Notion.](https://www.notion.so/)

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [June 8, 2023, 4:19pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/8 "2023-06-08T16:19:19Z")

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**June 2023 Call** : Timesaving Tools for the Efficient ED with Marie Palacios, Funding for Good

[Link to watch session recording](https://youtu.be/lBrgyDgiByk)

[Slide Deck](https://drive.google.com/file/d/1teKMsacsb82AvWgH1-LY6NkwwJecb1-X/view?usp=sharing)  
[Agenda Setting Calendar Template](https://docs.google.com/document/d/1cIBtWxy-2Q95V1hAfzEudEC8eugHP81G/edit?usp=drive_link&ouid=107341261078198068078&rtpof=true&sd=true)

Additional resource - [Board Chair and Chief Executive Responsibilities](https://docs.google.com/document/d/1Jf-XGCKQvVyhBjTzRdhnlZilEHJbkxKP36N2A5mWNTk/edit?usp=sharing) | BoardSource

Has anyone had success with any of the methods explored in the presentation or slide deck?

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [July 13, 2023, 3:47pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/9 "2023-07-13T15:47:29Z")

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**July Call**

- How to grow with your nonprofit? How do we as ED’s step back and let staff take on more responsibilities, and help the board adjust their expectations?

_Suggestions to trust and hire staff that have other strengths than you, build an annual work plan, develop operations manual, build a board manual AND help board learn boundaries of moving from working to governing board_

**Resources shared**

- [Board Calendar Template](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/8)

- [Board vs ED Roles CCR](https://docs.google.com/document/d/1yvhRZjf1OkEg0gMtnBwELBc00WZ15pby/edit?usp=sharing&ouid=107341261078198068078&rtpof=true&sd=true)

- [Ways to Give Example MCC](https://docs.google.com/document/d/1XJOlV-3RSx-VMQH2iWknCDzaUNaXYUa-/edit?usp=sharing&ouid=107341261078198068078&rtpof=true&sd=true)

- [Gift Policy Example MCC](https://docs.google.com/document/d/1U4fZDM5ucFV8lGB4FF0rdZqTgeBoBY3Z/edit?usp=sharing&ouid=107341261078198068078&rtpof=true&sd=true)

Other resources to share? Comments or questions? Reply below!

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<div class="post-metadata">

**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [August 10, 2023, 3:59pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/10 "2023-08-10T15:59:04Z")

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**August Call**

How do you scale up? How to work across the state, add staff? Build partnerships in new areas?

- Grow slowly!

- Find partners in regions across the state, get to know community

Have you scaled up/expanded your service area? Share what worked for you, your staff, and your board during this time.

_Maternity/Paternity Policies_

- What policies do you have? What works/doesn’t? Do you feel comfortable sharing policies?

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**Author:** ![MPAC406](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/mpac406/32/62_2.png) [@MPAC406](https://community.mtnonprofit.org/u/MPAC406)\
**Post date:** [September 8, 2023, 9:35pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/11 "2023-09-08T21:35:08Z")

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Hello friends,  
I recently came across [The Alchemy of High Performing Arts Organizations](https://www.wallacefoundation.org/knowledge-center/Documents/The-Alchemy-of-High-Performing-Arts-Organizations.pdf), a report by the Wallace Foundation. It’s focused on the arts and the organizations in the study are all from the arts sector, but I think it has some great 30,000-foot level concepts that generally useful.

This is a good read for arts/humanities organizations but I think the elements in the proposed module can be universal too. It starts with high-quality programming and a community-oriented focus as cornerstones. It ends with increased financial stability as a long-term outcome.

I hope you find it useful and inspiring. Happy weekend!  
Emily

P.S. if the PDF link doesn’t work, try this one: [The Alchemy of High-Performing Arts Organizations | The Wallace Foundation](https://www.wallacefoundation.org/knowledge-center/pages/the-alchemy-of-high-performing-arts-organizations.aspx)

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**Author:** ![srogala](https://yyz2.discourse-cdn.com/flex030/user_avatar/community.mtnonprofit.org/srogala/32/61_2.png) [@srogala](https://community.mtnonprofit.org/u/srogala)\
**Post date:** [May 28, 2024, 6:09pm UTC](https://community.mtnonprofit.org/t/calling-all-executive-directors/175/12 "2024-05-28T18:09:52Z")

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May 2024 | Board Orientation!

- [  
NCN Board Orientation Resource](https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.councilofnonprofits.org%2Frunning-nonprofit%2Fgovernance-leadership%2Fboard-orientation&data=05%7C02%7Csrogala%40mtnonprofit.org%7C02859d10c19f44a592c008dc6fb3027c%7C67b11fc9da604449bdaa382d8981bb79%7C0%7C0%7C638508061840424800%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=qKX9FirJEr7a5EzwLligUGT0bkTAgpfAw066PDAzb6g%3D&reserved=0)

- [BoardSource Orientation Overview](https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fboardsource.org%2Ffundamental-topics-of-nonprofit-board-service%2Fcomposition-recruitment%2Fboard-recruitment%2Forient-develop-members%2F&data=05%7C02%7Csrogala%40mtnonprofit.org%7C02859d10c19f44a592c008dc6fb3027c%7C67b11fc9da604449bdaa382d8981bb79%7C0%7C0%7C638508061840430987%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=vk57x3v%2FFiMR2C2YqtYAFnNfjRJOaCtP4rzwsTaYYAM%3D&reserved=0)

- [Joan Garry Template for Board Orientation](https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.joangarry.com%2Fboard-orientation-template%2F&data=05%7C02%7Csrogala%40mtnonprofit.org%7C02859d10c19f44a592c008dc6fb3027c%7C67b11fc9da604449bdaa382d8981bb79%7C0%7C0%7C638508061840439399%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=GFTyckIjK1q7MphnwfPPmSHCCZvSHBwiKQEdQX6aZIQ%3D&reserved=0)
