Author Archives: Carlo Cuesta

Is 5:30 pm the best time for a board meeting? Really?

I was sitting in a board meeting this evening asking myself this question and at the same time my brain went click. Off it went. I just nodded my head for the rest of the meeting wondering if I had drool coming out of the side of my mouth.

I know there is no such thing as the “perfect” time that gets good participation, a time when everyone can meet. I do wonder if we should put less emphasis on when everyone can get there and more on when everyone’s brains are fresh and able to engage in deep discussion about the organization. I’m more partial to the early morning meeting… 7:30 am anyone?

What do you think is the optimal time of day a board should meet? Please share.

Defining Your Mission Statement

Here are three key ingredients to create an effective mission statement.

View these previous Sixty-Second Strategy segments…

Framing a Compelling Message

Defining Your Organization’s Value

Kick Start Your Story

Overcoming a Disconnect with the Mission

Several year’s ago I was facilitating a meeting when the president of the organization said… “We are not who we are.” That odd statement codified what everyone was feeling in the room—lost. Somewhere along the organization’s journey it got detoured and ended up in a place it never intended to go, serving the community not as effectively as it could, and focused on daily issues that seemed deeply disconnected from its mission.

This is not an uncommon story. Nonprofit organizations face many twists and turns in pursuit of mission. Sometimes a much sought after grant goes from becoming a necessary resource to the organization’s central focus, or a succession of bad hires leads the organization away from the cause. Choices were made where the mission was never really adhered to or considered. Worse yet, the mission was never really relevant or meaningful to those leading the organization and led to arbitrary and unfocused decision making.

Organizations are at risk when mission is only a statement; a device used as a reference point, or a special decoder that offers a hidden answer. Above all, mission is a feeling. An organization’s leadership may capture it in a carefully worded statement, but before that happens a sense of being emerges from a milieu of diverse passions. Mission is about a group of people imagining the change they can create and exploring these possibilities together. Through their collective action, they discover something in common within one another, a shared sense of purpose. This feeling is so great that it deserves to be written down.

Beyond an organization’s capacity to manage day-to-day challenges or align action to mission, is the greater capability to keep a feeling or sense of mission alive. To do so, leadership must regularly reconnect to four domains:

People – Knowing and understanding whom we wish to actively affect and why; this needs to be viewed through an inclusive lens, considering all potential stakeholders.

Passion – Getting to the heart of what collectively moves board, staff, and volunteers to action; answering why we as a group are motivated to act together.

Promise – Defining the specific meaningful value we promise to create and deliver; articulating the impact we will strive to bring into the world.

Principles – Deciding on the best way to act that upholds what we believe in; allowing the organization to live in a principled way.

Together, these four domains form a prism that helps leadership reflect on how the mission is advancing and maturing. If there is one capability board and staff should share is the ability to look at each domain on a daily basis through every interaction and, on special occasions, bring these domains together and discuss what is learned.

Before writing or re-writing a mission statement, leadership must feel the mission, intuitively understanding why it has emerged, why it is meaningful, and why they wish to be a part of it.

Procrastination… my name is board member

Without telling anyone I decided to take the summer off from the blog. Unfortunately, I took the summer off from being a board member too. I didn’t tell anyone about this either.

It was not my intention to stop being a decent board member, it just happened. I got wrapped up in my consulting work, trying to run a 5K in under 30 minutes, and writing a book… on board engagement by the way. So here I am at the end of the summer and there is a bunch of overdue items that I said I would do, but have not delivered on them… like making donor calls, working on the organization’s strategic plan, and being present for the outgoing CEO.

One of the hardest parts of board membership is being engaged when you do not feel engaged. I could blame this on the organization, the cause, or (worse) my fellow board members and the staff I work with, but the reality is my engagement is my responsibility. I have had a list of items in my to do box and I chose to ignore it.

When I was an executive director, I hated board members who procrastinated. They put me in the unenviable position of having to call on them and ask if they did their work. I used to think… “What am I, their mother?” I promised myself I would never do that when I was a board member. Oops! I just did.

Sometimes work is just work. It has to get done. We have to inch our way forward to the next opportunity. Board leadership, like any other job, requires a focus on getting things done even when it doesn’t inspire you that very moment. But like most good things, all those little steps that are taken both individually and with your colleagues, comes together into something wonderful, meaningful, and engaging.

Now, where is that list?

Has Social Media and Social Causes Together Achieved a “Citizen Kane” Moment?

This post is off-the-beaten path of what I usually write about, but I have been curious about this for sometime.

Many consider Orson Welles’ Citizen Kane to be the greatest American movie ever made. Premiering in 1941, it follows the first movie, The Horse in Motion, by 63 years and follows the first talkie, The Jazz Singer, by 14 years. It is consider a masterpiece because it took the conventions of moviemaking and transformed them. Welles and his collaborators made something vastly different from what others had done before, thus creating a new form in and of itself.

I am wondering if social media and social causes together have achieved such a moment. Or, are we still out there searching for these new forms? What do you think?

Flip Your Mission: Framing a Compelling Message

This installment of the Sixty-Second Strategy challenges board and staff to frame a compelling message by transforming how they talk about their organization.

Visit previous strategies…

Kick Start Your Meeting

Defining Your Value

Rewrite Your Next Board Meeting

At the first board meeting I ever attended, the only person who spoke was my boss, the executive director. Driving back to the office, she asked me what I thought of the meeting. I told her the board was not very engaged. She agreed and said, “I just don’t know how to change that.” I held my tongue thinking to myself, “You can start by shutting up and letting them talk to each other.”

When it was my turn to be an executive director, I humbly admit that I suffered from the same problem—sitting in board meetings, yammering on, and trying to ignite a new level of board engagement through the brilliance I was spewing forth. Now as a board member, I am sympathetic to the executive directors, who cannot stand the excruciating silence and feel the need to share everything in their brain, and my fellow board members who wish the meeting were a million times more engaging.

According BoardSource’s Nonprofit Governance Index 2010, “Boards that are more engaged spend more time on strategic thinking and discussion.” Or, (this is me talking): “Boards that suck, don’t talk to one another and let the executive director run off at the mouth.”

Neither strong (and talented) executive directors, nor quiet (and thoughtful) board members are the problem. The issue is the 60 to 120-minute monthly, bi-monthly, or quarterly experience they have together. Board meetings run on these deep ingrained scripts that are overwritten and uninspired. Agendas, minutes, and reporting lull us into complacency rather than provoking strategic thinking and creativity that drives us toward improvement and innovation. We need to rewrite the script of our next board meeting with fewer monologues for the executive director and more dialogues involving everyone in the room.

Here are a few ways to rip up the current agenda and rewrite the meeting:

1. Imagine a Future – Discussions of vision and goals are typically relegated to the once-a-year retreat when it should be happening at every board meeting. Set aside 30 to 45 minute in the meeting to raise and discuss major strategic questions, examine the organization’s business model, and identify how environmental changes are affecting the organization’s impact. Don’t just talk, synthesize—define a board point of view on the matter and, when appropriate, mobilize members to tackle the issue.

2. Align Resources – Present a financial report that challenges board and staff to imagine how resources can be used more effectively. Instead of reviewing the balance sheet, discuss how eliminating long-term debt can increase dollars for programs or how restricted assets can be better positioned to forward the organization’s strategy. Discover what is driving organizational income and how the expense budget can be better positioned to grow vital revenue sources. Most importantly, ensure that the budget aligns to the strategies developed by the board and staff.

3. Improve Performance – Throw out the typical program report and let board members dive deep into the cause. Have discussions about how impact is created. Focus in on one aspect of the organization’s work, discuss how it works, and explore how it can work better. Overcome the fear that volunteer board members will never understand what professional staff does. Challenge everyone to move beyond off-the-cuff ideas to thinking that is relevant and meaningful to the work.

4. Frame the Message – If board members are going to be on message, they need to help create the message. Let’s get past spoon-feeding what we want board members to say. As strategies, resources, and impact are discussed, let’s encourage members to frame the message. They need to hear the stories that best illustrate the value of the organization’s work, but they also need to create their own stories, using their own words, and in their own voice.

Board Members Are Not Our Development Directors


In the May 1st online edition of the Chronicle of Philanthropy a headline stated: “Charities Give Boards Little Training in Fund Raising, Study Finds.” I would argue that most board members do not want training in fund raising. They didn’t join our organizations because they wanted to learn how to prospect, cultivate, and make “asks.”

When we try to engage our boards in fund raising, we make a glaring mistake—we talk about it from the organization’s perspective rather than the board member’s perspective. We seek to engage them in organizational fund raising mechanisms and activities that make many members feel downright uncomfortable, reinforcing their aversion. The 2010 BoardSource Governance Index survey shows that the situation (board members and their desire to fund raise) is getting worse.

Board members who succeed in the fund raising effort, inherently see it as a means and not an end. The “end” they are seeking, building a strong relationship between those in their network and the cause they care deeply about, is a place where everybody wins—the donor, the board member, and the organization.

To achieve this win-win, we need to help our boards cultivate three capabilities:

I. Learning their own story about the organization — finely worded messages are great, but board members need to find the organizational stories that are most meaningful to them. This helps them in their own self discovery of why they care about the cause as well as builds their ability to share stories that are personally compelling.

II. Finding their role in building organizational influence — each board member brings their own unique talents to helping the organization build relationships. Instead of forcing members to conform to a fundraising approach, first discover what these talents are and create social situations where they can practice using them.

III. Playing an active role in building their strategy — key to engaging board members in the fundraising effort is creating opportunities for them to shape the case for support as well as the greater strategy they will use in helping the organization build influence.

Has Your Nonprofit Board Been Neutered?

Here’s a simple way to find out. In a middle of a board meeting, look at the people around the table and ask yourself: Does the quality of this discussion match the quality of people?

Granted, “quality” is fairly subjective. Yet, it is pretty easy to tell if you have a group of individuals who have a history of success in life and are deeply engaged in family, work, and community service, but for some reason cannot elevate the conversation in the board room beyond trivial issues that are not core to the strengthening the performance of the organization. If this is the situation, your board members have been neutered. They are unclear about why they are getting together with people they hardly know, unclear about what their role and purpose is, and unclear, ultimately, about why they should be engaged.

Worse yet, the nonprofit field has tacitly accepted this “neutered” role for boards. Oh yes, we want effective boards, but we have lowered the bar. We have accepted that the right place for boards is to make decisions over budgets they don’t truly understand, to hire professionals to lead organizations they truly don’t understand, and to approve strategy and actions to create results that they truly don’t understand.

Do we really believe that the next generation of board leaders will accept this? All signs point to Millennials’ commitment to causes is not just hands on, it is hands deep. What this generation teaches us is that for boards to avoid being neutered and to become relevant and meaningful we need to allow them to focus on and shape what truly matters — creating value for the communities they serve.

Here are a few questions for boards to consider:

1. What would happen if we changed the focus of board leadership away from governance and oversight to efficiently and effectively creating value?

2. How can we build an environment within the board meeting where each member is able to listen for the purpose of the organization and share their creativity, skills, and expertise to address the most important issues?

3. How can we grow the board’s sense of accountability to all stakeholders through our focus on developing innovative ideas to improve performance?

Boards that have answered these questions, have avoided being neutered. They see their purpose as central to the cause, they have moved beyond passive oversight and have embraced an active role of seeking out opportunities and innovations to improve the creation of value.

Client Spotlight: Scholarship America

The following video features Scholarship America’s A Dollar A Day Campaign. I had the good fortune to work with this team on their strategic plan. They are doing amazing work in helping the nation understand the issues students face in accessing, completing and reducing debt associated with education beyond high school.