Executive Director Training - Keep Ohio...
Transcript of Executive Director Training - Keep Ohio...
Executive Director
Training 2018
Executive Director © 2018 Keep America Beautiful, Inc.
TableofContents
KABOverview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
BehaviorChangeProcess . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
ExecutiveDirector. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
AffiliateGoodStanding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
KABReports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
BoardRolesandResponsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Volunteers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
GoalSettingandVisioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
AffiliationReport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Appendix1: AcronymsandAbbreviations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252: StaffEvaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273: FinancialManagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294: BoardBuildingCycle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305: BoardNominationForm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316: BoardMemberProfile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337: BoardMembership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348: BoardRecruitment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359: BoardTraining. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3610:BoardManual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3711:BoardMeetingPacket . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3912:ConductingMeetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4013:ParliamentaryProcedure. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4114:ConferenceCallTips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4215:MeetingEvaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4316:BoardSelf-Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4417:BoardMemberEvaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4618:BoardMemberExitInterview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4819:VolunteerTimesheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4920:VolunteerLiabilityandInsurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5021:Websites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5222:LogoDesign . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Executive Director © 2018 Keep America Beautiful, Inc.
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KeepAmericaBeautiful
BehaviorChangeIntroduction KeepAmericaBeautiful(KAB)isaleadingnonprofitwhichenvisionsacountrywhereeverycommunityisaclean,green,beautifulplacetolive.KABprovidestheexpertise,programs,andresourcestohelppeopleendlittering,improverecycling,andbeautifycommunities.Ourcollectiveactionschampionenvironmentallyhealthy,sociallyconnected,andeconomicallysoundcommunities.KABbringspeopletogethertotransformpublicspacesintobeautifulplaces.
TheidealofkeepingAmericabeautifulisapersonalcommitmenttotheactionsthatpreservenaturalbeauty,protecttheenvironment,preventblight,reducewaste,improvepubliclands,andmakeourcommunitiessaferplacestolive.Thiscommitmentstartswithvolunteerswhoaremotivatedandactivewithintheircommunities.TheireffortssupplementKAB’slargermovementalongwiththecommitmentofotherpublicandprivatepartnerswhochampionAmerica’scommunitiesandenvironmentthroughfinancialsupportofourprograms.
VALUES• Inspire–Weleadbyexampleandinspireotherstotakeaction.• Integrity–Weactwithintegrityandrespect.• Teamwork–Webuildcommunitybyworkingtogether.• Passion–Webringpassiontoourpurpose.
MISSIONToinspireandeducatepeopletotakeactioneverydaytoimproveandbeautifytheircommunityenvironment
IMPACTGOALS
• ENDLITTERINGo Reducelitterby35%inKeepAmericaBeautifulaffiliateserviceareas
• IMPROVERECYCLINGINAMERICAo Improverecyclingattitudesandbehaviorby20%nationallyo Improverecyclingqualityby15%inaffiliateserviceareas
• BEAUTIFYAMERICA’SCOMMUNITIESo Improve,restoreandmaintain1millionpublicspaces
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UNDERSTANDINGLITTERANDLITTERINGBEHAVIORLitterismisplacedsolidwaste,whichcanrangeinsizefromtinybitsofpapertomuchlargeritems.Toeliminatelitter,KABbelieveswemustaddresslitteringbehavior—andthistacticissupportedbyresearch.Accordingtoaseriesof2009studiesconductedforKeepAmericaBeautiful:
§ LittercoststheU.S.almost$11.5billionannually;businessespay$9.1billionofthattotal.§ About85%oflitteringistheresultofindividualattitudes.Theindividual(e.g.individual“behavior”)
isthemostimportantfactorinwhetherlitteringwilloccur.§ Nearlyoneinfive,or17%,ofindividualsobserveddisposingofwastedidsoimproperly(i.e.,littered).
Moreover,81%ofthelitteringoccurredwithnotableintent.
PrimarySourceandLocationsofLitterThe2009researchinvestigationidentifiedindividualbehaviorastheprimarycontributortolitter.Considerthesefindingsonroadwayandnon-roadwaylitter:
§ RoadwayLitter:Thereareover51billionpiecesoflitteronU.S.roadways,4.6billionofwhicharelargerthanfourinches.Researchshowsthatlitteringalongroadwaysisgeneratedbyindividualactions:- Motorists(52%)- Pedestrians(22.8%)- Improperlycoveredtruckorcargoloads,includingcollectionvehicles(16.4%)- Improperlysecuredcontainers,dumpsters,trashcansorresidentialwasteorrecyclingbins(1.5%)
§ Non-RoadwayLitter:Offtheroadsandhighways,litteroriginatesfrommanysources,butprimarilycollectsatthefollowinglocations—startingfromwheremostnon-roadwaylitteroccurstoleast:- Transitionpoints–Theseareentrancestobusinesses,transportationcenters,andotherplaces
whereitemsareoftendiscardedbeforeentering.Confection(candy,chocolate,gum,etc.)ranksatthetop(53.7%)ofwhatislitteredattransitionpoints;thisisfollowedbycigarettebuttsat29.8%.
- Stormdrains–Thesearelocatedprimarilyinguttersanddesignedtodrainexcessrainfrompavedstreets,parkinglots,etc.Stormdrainstendtoattractcigarettebutts,confection,andotherlitter.
- Loadingdocks–Theseareareasbehindretailandwholesalebusinesseswhereproductsareloaded/unloadedfromtrucksandtrailers.Thesesettingstendtobecomelitteredwithcigarettebutts,confection,andpaper.
- RecreationalAreas–Thisincludesparks,beaches,courts,andopenareaswherepeoplecongregateforleisureactivitiescreateopportunitiesforlittering.
- Constructionsites–Theseareactiveresidentialorcommercialconstructionareatrapforcigarettebutts,paper,andplastic.
- Retail–High-trafficlocationssuchasshoppingcenters,stripmalls,andconveniencestorescangeneratelitter,suchaspackaging,cigarettebuttsandconfectionontheground.
LitterDynamicsLitterisoftencarriedfromitsoriginbywater,wind,traffic,andanimalsuntilitbecomestrappedbyfences,walls,curbs,orotherbarriers.Litteraccumulatesingutters,outsidedoorways,andatbusshelters.Agreatdealoflitterendsupinwaterwaysenteringthroughstormdrainsandothersources.
LitteringBehaviorTheindividualisthemostimportantfactorinwhetherlitteringwilloccur.85%oflitteringbehaviorisduetoindividualattitudes(e.g.,lackofawareness,lackofconcern,orlackofmotivation),while15%isaffectedbytheenvironment(e.g.,lackofreceptacles,distancetoreceptacles,ortheamountoflitter,etc.).Forcigarettelitter,itis62%individualattitudesand38%environment.Thiscreatesastrongmotivationtoestablishpreventionstrategiesinordertopromptindividualstoproperlydisposeofwaste.
§ TheIndividual
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Peoplearetheprimarysourcesoflitter,andyoungerindividuals(under30)aremorelikelytoengageinlittering.Infact,age,andnotgender,isasignificantpredictoroflitteringbehavior.
Peoplevaryintermsoftheirpersonalobligationtonotlitter.Researchershavefoundthatthispersonalityfactorisakeypredictorofwhetherornotsomeonewilllitter.Individualswhoholdthebeliefthatlitteringiswrong,andconsequentlyfeelapersonalobligationtonotlitter,arelesslikelytodoso.
§ TheEnvironmentResearchhasconsistentlyfoundastrongrelationshipbetweenasetting’sappearanceandlitteringbehavior.Oneofthestrongestcontributorstolitteringistheprevalenceofexistinglitter.Individualsaremuchmorelikelytolitterintolitteredenvironments.Thepresenceoflitterinanareaconveysanormthatlitteringisacommonbehaviorandacceptable.Conversely,communitieswherethereislittlevisiblelitterarelikelytomaintainthatstatus.Asaresult,postinglitterpreventionsignsinalreadylitteredenvironmentsisunlikelytobeeffective,asthelitteredsettingsendsastrongmessagethatlitteringhereiscommon.Theseresearchfindingssupporttheneedforongoingcleanupandbeautificationefforts.Whereplantsandinfrastructureareattractive,peoplearelesslikelytolitter.
§ ReceptaclesAccesstonearbytrashandrecyclingreceptaclesisasimplestrategytopromotethedesiredbehavior.Researchershavefoundthattheavailability,appropriateness,andproximityoftrashreceptaclesleadstoproperdisposals.
§ SocialNormsAnormisapatternofbehaviorthatisaccepted,expected,andreinforced.Thismeansanyevidencethatabehavioriscommonindicatesanormthatthatbehavioristypicalandaccepted.Forexample,aheavilylitteredenvironmentindicatesthatthenormistolitter,whileacleanenvironmentindicatesthenormistonotlitter,similarly,findingrecyclablesdisposedinatrashcanindicatesthatthenormistonotrecycleappropriately,whilefindingrecyclableobjectsdisposedappropriatelyindicatesthatthenormistorecycleappropriately.
Peoplearemorelikelytofeelitisacceptabletolitterinsettingswhere:- Thereisnosenseofownership- Litterispresent- Thereisnoreceptaclenearby- Beautificationislow
Peoplearemorelikelytofeelitisacceptabletolitterif“gatekeepers”inacommunity,orthosewhowanttomaintainthestatusquo,believe:- “It’snotmyresponsibility.”- “I’monlyoneperson,whatIdowon’tmatter.”- “I’vealwaysdoneitthisway.”
Thefollowingbehaviorscanreducelittering:- Puttrashingarbagereceptacles- Recycleandreusewhenpossible- Coverdebrisfortransportation- Provideandmaintaintrashreceptacles- Identifyandeliminatelittersources
©2018KeepAmericaBeautiful,Inc. ExecutiveDirector4
KABBEHAVIORCHANGESYSTEMFor40years,KABhassuccessfullypursuedabehavioralapproachtolitterprevention,communitybeautification,andwastereductionandrecycling.TheKABBehaviorChangeSystem,developedbyDr.RobertF.AllenoftheHumanResourcesInstitute,determinedthatbehaviorchangeistheonlyeffectivewaytoachievelasting,sustainableimprovementincommunityqualityofliferelatedtolitteringbehavior.KeepAmericaBeautifulstaffcollaboratedwithleadingbehavioralscientiststoevaluatetheKABBehaviorChangeSystemin2016.TheBehaviorAdvisoryCouncilincluded:
• Dr.ReneeBator,ProfessorofPsychologyatStateUniversityofNewYork,Plattsburgh• Dr.JessicaNolan,ProfessorandHeadoftheConservationPsychologyLabatUniversityofScranton
inPennsylvania.• Dr.E.ScottGeller,AlumniDistinguishedProfessorVirginiaTech• Dr.DougMcKenzie-Mohr,FounderofCommunityBasedSocialMarketing• Dr.JuddAllen,PresidentoftheHumanResourcesInstituteandWellnessCultureCoaching• Dr.WesleySchultz,DeanofGraduateStudiesandResearchatCaliforniaStateUniversity,San
Marcos
TheKeepAmericaBeautifulBehaviorChangeSystemisanintegratedapproachthatservesastheprimarytoolforthedevelopmentandimplementationofbehaviorchangeprogramsbyaffiliatesandpartners.Theprocessengagespeopleateverystepandincludes:
• FiveStepManagementProcess• FourBehaviorChangeStrategies
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FIVESTEPMANAGEMENTPROCESSAteverystepoftheKeepAmericaBeautifulBehaviorChangeSystem,ouraffiliatesareencouragedtocollaboratewithleadersandvolunteersfromallsegmentsofthecommunity.
Step1-GettheFactsThisstepinvolvesestablishingabaselineinventoryofcommunityneeds.Whatarethewrittenexpectations(ordinances/policies)?Arethererewardsorpenaltiesrelatedtowrittenexpectations(e.g.determineincentivesand/orenforcement)?Aretoolsprovided(e.g.checklistsortemplates)?Howistechnologyused?Whateducationalinitiativesareprovided?
ThespecificmethodemployedinStep1canvarydependingoncommunityneeds.However,werecommendconductingpreliminaryinterviewswithprofessionalsandinterestedstakeholderstodeterminethefollowing:whatordinancesorpoliciesareinplace,documentincentivesandenforcement,identifyavailabletoolsand/ortechnologyaswellasanyeducationalinitiatives.Thisresearchmayinvolvesurveys,focusgroups,literaturereviews,aswellasthird-partyresearch.Keystakeholderswillreviewthefollowing:
ü BaselineCommunityAppearanceIndex–LitterIndexü BaselineCommunityAppearanceIndex–OptionalIndicesforGraffiti,IllegalSigns,OutsideStorage,
andAbandoned/JunkedVehicles(whenapplicable)ü FocusAreaInventoryü AnnualFollow-upsofCommunityAppearanceIndex–LitterIndexandOptionalIndices(when
applicable)ü PublicSpaceRecyclingandWasteAudits
DuringStep1theaffiliateswilldeterminethecommunityleaders,keystakeholders(involvedintheresearch),andvolunteers.Thesekeycollaboratorswillalsobeinvolvedineachofthefollowingstepsoftheprocess.
Step2-PrioritizetheBehaviorWithfactsgathered,affiliateswillprioritizethespecificbehaviorsidentifiedfromthefactgatheringtoolsandbaselineinventory.“Accordingtobehavioralscientists,abehaviorisanobservableactionmadebyanindividual.TheKAB5-Stepmodelworksbestwhentargetingspecificbehaviorsthathaveastrongconnectionwiththeselectedobjective.”Identifyingthebehaviors,willhelpdeterminetheappropriatebehaviorchangestrategies.
Oncebehaviorsareidentifiedthentheycanbeprioritized.Asanexample,theKeepAmericaBeautifulBehaviorChangeSystemworksthroughanevaluationofthenormativesystemsineachtargetcommunitythatunwittinglypromptlitteringbehaviorandbyidentifyingthebehaviorstrategiesorpressurepointstostoplittering.
DuringStep2,affiliateswillidentifytheleadersandstakeholderswhowillprioritizethebehavior.Stakeholdersmayincludegovernment,businessandcivicleaders,includingbutnotlimitedto:
• Electedofficials• Appointedgovernmentofficials• Chamberofcommerceandbusinessleaders• Neighborhoodleaders• Schoolsuperintendents,principals,teachers,andparentassociations(publicorprivate)• Civicclubs/organizations• Studentgroups(studentscouncils,BoyScouts,GirlScouts,BoysandGirlsClubs)
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Step3-DevelopandImplementActionPlanAfteridentifyingthefactsfromStep1,andpriorizingthetargetbehaviorsfromStep2,affiliateswillnextcreateanactionplan.Theplanshouldidentifythewho,what,where,when,andwhyofthespecifiedissuesandapplicablebehaviorstrategies.
• WrittenExpectations-Whatareourwrittenexpectationsforbehavior?Examples:guidelines,memorandumofunderstanding,contracts,policies,ordinances
• RewardsandPenalties-Whatconsequencesarecurrentlyinplacethateitherpromptordiscouragelittering?Examples:complianceeducation,publicawarenessofthelawsandexpectations;educationofofficialsandstaff;socialnormsandsocialdiffusion
• Infrastructure-Whataretheresourcesandtechnologiesneededtosupportbehaviorchange?Examples:technology(equipmentortools)andstructuralchange(physicalenvironment)
• Persuasion-Whatmethodswillbeusedtoeducateothersaboutthetargetbehaviorchangeandhowcanthesekeystakeholderssupportthosemethods?Examples:socialmarketingconceptsincludingcommitment,prompts,aswellascommunicationactionsthatincludeschoolprograms
LeadersmayidentifyapplicableKeepAmericaBeautifulprograms,toolsandresourcestoincludeintheirplan.Thesemayinclude,butarenotlimitedto:
• GreatAmericanClean-up(includingNationalPlantingDay)• AmericaRecyclesDay• CigaretteLitterPreventionProgram• Youthinitiativesandtools:
o KABSchools–LitterFree,TreeTrails,andWasteAudito WasteinPlaceandSecondarySchoolGuideforServiceandPlace-BasedLearningo YouthAdvisoryCouncilo Recycle-Bowl
TheplanningprocessshoulduseSMART(Specific,Measurable,Achievable,Realistic,andTimely)methodology.
Inordertodeveloptheplan,duringStep3,theaffiliateswillprimarilycollaboratewiththeaffiliateboard,committee/taskforces,andkeyvolunteers.TheleadersshouldrefertodiscussionswithcommunityleadersinvolvedinStep1andStep2.Theimplementationoftheactionplanshouldengagethosewhowereinvolvedindevelopingtheplan,whilealsoconsideringtheaudienceswhosebehaviorswillbeaddressed.Theboardshouldbeinagovernanceroleatthispoint.Whilemembersmayvolunteer,thecommunityleadersshouldimplementtheplan.Persuasionstrategieswillbeusedtoengagecommunityleaders.
Step4-EvaluateImpactsStep4isusedtomeasurethedegreeofbehaviorchangeandspecificcommunityimprovements.Thetargetbehaviorsincludemeasuresoflitter,graffiti,vandalism,recyclingcontamination,recyclingawareness,etc.Resultsmaybedocumentedthroughthefollowing:pre-andpost-surveys(e.g.,theCommunityAppearanceIndex),volunteercounts,numberoftreesplanted,amountoflittercollected,etc.Thefocusshouldbeonresultsthatshowachangeinbehavioralignedwiththeactionplangoalsandobjectives.
Theseobjectivemeasureswillenablestakeholderstoidentifyanysettingsthatareunsuccessfulandconsidermodifiedtechniquestoaddressspecificchallenges.AprimarycomponentoftheKABprocessistousetoolstomeasurelitter,recycling,andotheroutcomesbeforeandafterprogramimplementation.
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ItiscriticaltoengagekeyindividualsinStep4.Affiliatesshoulddocumentwhichstakeholderswereinvolvedinplandevelopmentandwhichstakeholderswereinvolvedinimplementation.Thisstepenablesaffiliatestoidentifybothsuccessesandgaps.TheoutcomeofStep4willprovideinformationregardingwhowasinvolved,whoshouldbeinvolved,whichbehaviorschanged,andwhichstrategiesandsettingsweresuccessful.
Step5-ProvideFeedbackItisimportanttoofferpositivereinforcementandcelebratesuccessesintheKABBehaviorChangeSystem.Ongoingfeedbackshouldbeprovidedtomotivatekeystakeholderstosustainenvironmentalandquality-of-lifechangesinthecommunity.Communicatespecificandtargetedresultstoneighborhoods,thebusinesscommunity,andresidents.Distributeyourfeedbackthroughallcommunicationchannels,includingtraditionalandsocialmedia,informalnetworks,inordertosharepositiveresultsmorebroadly.Ifchangesareneededtoanimplementationplan,identifysupportivefeedbacktocontinuetomakeprogresseveniftheanticipatedresultsarebelowexpectations.
ItisimportanttoengagepeopleinallstepsoftheKABBehaviorChangeSystem.Whileit’simportanttocelebratesuccess,itisalsovitaltorecognizethatitisachallengetochangebehavior.Providingfeedbacktoaffiliateleaders,communityleaders,andvolunteersshouldencouragecommitmenttolong-termbehaviorchange.
FOURBEHAVIORCHANGESTRATEGIESAttitudeandbehaviorchangeoccursmosteffectivelythroughacombinationofmethods,whetherthegoalistoreducelitter,recycleaccurately,orenhancebeautification.KeepAmericaBeautifulaffiliatesapplyresearchfromsocialmarketingtopromptbehaviorchange.Toeffectivelychangethetargetbehaviors,theFiveStepManagementProcessshouldbeusedincombinationwiththefollowingFourBehaviorStrategies.KABhasidentifiedthatbyutilizingthesestrategies(pressurepoints),behaviorchangewilloccur.
Traditionalapproachestolitter,mostparticularlycleanupprojects,worktoremovethelitter.Whileresearchshowsthatcleanercommunitiespromptlowerratesoflittering,additionalbehaviorstrategiesshouldbeincorporatedtopreventthelitteringprobleminthefirstplace.
TheFourBehaviorChangeStrategieslistedbelowincludetacticstoendlittering,improverecyclingandbeautifycommunitiesintoanygivensetting.
1. WrittenExpectations(Ordinances/Policies)Changingpublicpolicythroughcodes,laws,orordinancescanleadtobehaviorchangerelevanttoquality-of-lifeandenvironmentalissues.Incollaborationwithappropriateleaders,wecanevaluatetheexistingwrittenexpectationstodeterminehowtoimprovecommunicationortoidentifywhereamendmentsornewwrittenexpectationscouldmoreeffectivelypromptthedesiredbehaviorchange.
2. RewardsandPenaltiesConsequencescanencourageadesiredbehavior,forinstancebyprovidingareward,suchasacouponorevenpublicrecognition.Aconsequencecanalsobeusedtodiscourageanundesirablebehaviorthroughapenalty,suchasafine.Consistentenforcementofexistingpolicies,codes,laws,andordinanceswillhelppromptthetargetbehaviors.Werecommendcollaborationwithlocallawenforcement.Makesurethatcommunitymembersareinformedoftheseregulations.Itisespeciallyimportanttodemonstratethatleadersandcommunitymemberssupporttherelevantpolicies.
Peopletendtofinditrewardingtogoalongwiththesocialnormsintheircommunity.Socialnormsarepowerfulmotivatorsofbehavior.Ifweobserveothersnotlittering,wearemorelikelytoactsimilarly.Ifweseethatmostneighborsengageincurbsiderecycling,thatbehaviorislikelytospread.Apowerfulwaytochangebehavioristhroughsocialdiffusion.Identifyleadersinthecommunitytomodelandsupportthe
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targetbehaviorandotherswillfollow.Socialdiffusionworksbestwithpeoplewefindsimilarand/orthosewhoarewellrespected.
Researchershavefoundthatrewardsandpenaltiesworkbestwhenpeopleareconcernedthattheirbehaviorisbeingmonitored.Withoutconstantenforcement,thesebehaviorsareunlikelytobemaintained.Longerlastingbehaviorchangeismorelikelywhenpeopleinternalizetheimportanceofagivenbehavior.Internalizationoccurswhenpeoplebelievethatthetargetbehavioristherightthingtodo.Inthiscasethebehaviorshouldpersistacrosssituations,regardlessofenforcement.
3. InfrastructureInfrastructure,includingtechnologyandtools,helpindividualstofollowthroughonthedesiredbehavior.Infrastructurecanincludethefollowing:litterreceptacles,recyclingbins,pocketashtrays,litterpickuptools,sanitationcollectionvehicles,graffitiremovalequipment,andchecklists(e.g.,thechecklistinthe“BeingaGoodNeighbor:AGuidetoReducingandManagingLitter").Newtechnologyorequipmentmakesthedesiredbehaviormoreconvenient.Forexample,structuralchangesinashreceptacles,fromcombinedashandtrashtoash-only,haveimprovedappropriatedisposalofcigarettebutts.Changesinrecyclingcollectioncontainers,suchasthoseshapedtocollectonlycertainrecyclables,likebottlesorpaper,helpguideindividualstowardproperdisposal.Thesecontainersalsopromotelesscontaminationofrecyclables.NewcameraandGPStechnologiesarehelpinglawenforcementreducegraffitivandalism.
TheprimarytoolsforevaluatinganexistingcommunityenvironmentarecontainedintheKeepAmericaBeautifulCommunityAppearanceIndex.Resultshelpsetgoalsandtodeveloptargetedcommunityimprovementprograms.ThecontentsoftheIndexinclude:
§ LitterIndex–TheLitterIndexwasintroducedin2000andupdatedin2010toassesslitterconditions.
§ OptionalIndicesforIllegalSigns,Graffiti,Abandoned/JunkVehiclesandOutsideStorage–Theseoptionalindices,addedin2010,allowforavisualassessmentofothercommunityindicators.
§ FocusAreaResearchandInventory–Thisinformation-gatheringprocesshelpsassesscurrentcommunitypractices,ordinancesandregulations,aswellasresourcesandlocalcontactsintheprogramareasoflitterprevention,beautification,wastereduction,andrecycling.
4. PersuasionPersuasioninvolvesinfluencingatargetperson’sbeliefs,attitudes,motivations,and/orbehaviors.ThisstrategyisrelevanttoKABintermsofpromptingthepublictomodifytheirattitudesandbehavioraboutcommunityimprovement,particularlyintheareasoflitterprevention,beautification,recycling,andwastereduction.Educationandawarenesscanbeusefulifthetargetaudienceisuninformedonanissue.Forexample,ifsmokersareunawareofpocketashtrays,aneducationcampaigncansuccessfullyreducecigarettebuttlitter.Whenanaudienceisunfamiliarwithkeyinformation,educationalprogramscanbeeffective.Thesecampaignscanincludeafter-schoolandotheryouthprograms,trainingworkshopsandseminars,communityworkshops,publicrelationsprograms,andmediacampaigns.Considertie-inswithpubliceducationconductedthroughcivicclubs,ChambersofCommerce,businesses,andgovernmentagencies.
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Intermsofeducationalappeals,itisimportanttonotethatapurelyinformationalcampaignisunlikelytobeeffective.Behaviorsarepromptedbyavarietyoffactors,includingkeysituationalinfluences(Costanzo,Archer,Aronson,&Pettigrew,1986).Inadditiontoeducationalcampaigns,thefollowingpersuasivetacticsareimportanttoconsider:
§ CommunicationCommunicationiskeytoeveryprogramthatintendstopromotelong-termbehaviorchange.Astronglitterpreventionmessageisonethatemphasizesacleanenvironment,beautification,andthegeneralcommunitynormagainstlittering.Avoidmessagesthatdepictlitter-strewnenvironmentsorimagesofindividualslittering,asthesetendtoreinforcethenormthatalitteredenvironmentistypicalandacceptable.Werecommendthefollowing:
- Demonstratethedesiredbehavior.Showthebehaviorandenvironmentthatyouwanttoencourageratherthantheopposite.Forexample,modelacleanenvironment(notalitteredone)anddemonstratethatproperlitterdisposalsarecommon.
- Captureattentionwithavividmessage/image.Makethemessageeasytoimagineandremember.- Useacrediblesourcetodeliverthemessage/communication.- Connectmessagestospecificbenefitsthatresultfrombehaviorchange.- Keepthemessagepositive.Fear-basedappealsaroundtheenvironmenttendtomakeaudiences
feeltheyhavelittlecontrol.- Emphasizepersonalcontact.Thebestmediumtodelivercommunicationisface-to-face.
ThisisfollowedbyTV,Internet,radio,andnewspaper.
§ PromptsPromptsarevisualorauditorycuesthatremindustocarryoutanactivitywemightotherwiseforget.Promptsshouldbeusedcloseinspaceandtimetowhenandwherethetargetbehaviortakesplace.Forexample,point-of-salepromptscanincreasepurchaseofrecycled-contentproducts,orsignsinagrocerystoreparkinglotpromptcustomerstoremembertheirreusablebags.
§ CommitmentResearchershavefoundthataskingindividualstomakeapubliccommitment(e.g.,bysigningawrittenpromisetoparticipateincurbsiderecycling)isanextremelyeffectivepersuasionstrategy.Mostpeoplehaveastrongdesiretobeconsistent,andoncetheyhavemadethatpubliccommitmenttheywillmaintainthedesiredbehaviorinthelongterm.Makingavoluntarycommitmentalsohelpsindividualsperceivethemselvesdifferently–theyarelikelytointernalizetheimportanceofthisissue–andthatcanleadtolong-termbehaviorchange.
KABprovidesresourcestohelppeopleendlittering,improverecycling,andbeautifycommunities.Effectiveattitudeandbehaviorchangestrategiesdependonacombinationofmethodsandarebasedoncurrentsocialmarketingresearch.TheFiveStepManagementProcesscanbeusedsuccessfullyincombinationwiththeFourBehaviorStrategiestoreachtheKABVisionthatevercommunityisaclean,greenandbeautifulplacetolive.
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CLEAN,GREENANDBEAUTIFULCOMMUNITIESAtKeepAmericaBeautiful,wewanttoensurethatbeautyisourlastingsignature.Aleadingnationalnonprofit,weenvisionacountrywhereeverycommunityisaclean,green,andbeautifulplacetolive.KeepAmericaBeautifulprovidestheexpertise,programsandresourcestohelppeoplepreventlitter,reducewaste,increaserecycling,andprotectthenaturalbeautyoftheareasaroundus.Theorganizationisdrivenbytheworkandpassionofournetworkofaffiliates,hundredsofpartnerorganizations,millionsofvolunteers,andthesupportofcorporatepartners,municipalities,electedofficials,andindividuals.
KeepAmericaBeautiful’sgrowingandevolvingnetworkofaffiliatesformsadirectconnectionwithcommunitiestocarryoutourmissionfromcoasttocoast.Ournationalorganizationservestosupportandnurtureaffiliatesintheirmissiontoimprovecommunitiesandthelivesofresidents.Ouraffiliatespromoteindividualresponsibilityandengagevolunteers,togetherwithlocalcivicorganizationsandgovernmentofficials,corporationsandindividuals,toaddresslocalqualityoflifeissues.
Byaddressingthephysicalaspectsofthecommunity,suchasneighborhoods,playgrounds,businessareas,mallsandtowncenters,landfillsandrecyclingfacilities,medians,plazas,streetsandhighwaysandournaturalspaces(publiclands,waterwaysandshorelines,trails,greenwaysandstateandnationalparks),KeepAmericaBeautifultransformspublicspacesintobeautifulplaces.
Locally,KeepAmericaBeautiful’saffiliateeffortsareacornerstoneforcommunityrevitalization,conservation,andeconomicdevelopment.Ournetworkoflocal,statewide,andinternationalaffiliatesandparticipatingorganizationsworkswithbusinesses,schools,neighborhoodgroupsandlocalgovernmentstotackletoughissues—graffiti,illegaldumping,highwaylitter,waterpollution,unkemptvacantlots,urbanrunoffintowaterwaysandlackofgreenspaces.Wearecredible,valuedleadersinourcommunitieswhodeliverlocaltoolstocreatepositivechangeinkeyareasaffectingqualityoflife.
Affiliateeffortsarevisiblebutgodeeper.Intheareaoflitterprevention,KABaffiliatesareexpertsindefininglitter,identifyingthesourcesoflitter,understandingwhypeoplelitter,reducinglitterbychanginglitteringbehavior,organizingclean-upsandeducatingcommunitiesonproperwastehandling.Intheareaofbeautificationandcommunitygreening,KABaffiliatesareexpertsinimprovingthevisualaspectsofourcommunitiesthroughprogramsthatbeautifytheenvironment,includingcommunitygardens,restoringvacantlots,highwayandshorelinebeautification,urbanforests,nativeandwildflowerplantings,andgraffitipreventionandabatement.Intheareaofrecyclingandwastereduction,KABaffiliatesareexpertsinreducingtheimpactofsolidwasteinourcommunitiesandthroughrecyclingright.Theaffiliatesandpartnershipnetwork,organizesprogramsandprovidesresourcesrelatedtocommunityandwatercleanups,disasterrestoration,urbanrenewal,communitygardens,urbanforestry,communitygreening,andconservationandpreservation.
KeepAmericaBeautifulgoaltowardenvironmentalliteracyisthatthroughtheprogramsandeducationalinitiatives,individualswillpossesstheknowledge,intellectualskills,attitudes,experiencesandmotivationtomakeandactuponresponsibleenvironmentaldecisions.
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ExecutiveDirector
Theexecutivedirectoristhemanagerofthedailyoperationsoftheorganization.Theexecutivedirectorjoinsthenationalnetworkofaffiliateprofessionals.Themajorjobresponsibilitiesinclude:• CommittotheMission• LeadtheStaffandManagetheOrganization• ExerciseResponsibleFinancialStewardship• LeadandManageFundraising• FollowtheHighestEthicalStandards,EnsureAccountability,andComplywiththeLaw• EngagetheBoardinPlanningandLeadImplementation• DevelopFutureLeadership• BuildExternalRelationshipsandServeasanAdvocate• EnsuretheQualityandEffectivenessofPrograms• SupporttheBoard(Source:BoardSource)
RECOMMENDEDSKILLS• Organizationalmanagementskills• Financialmanagementskills,includingbudgeting• Self-starterwithdemonstratedefficiencyandabilitytohandledetails• InitiativecoupledwithwillingnesstotakedirectionfromtheChairmanandBoard• Enthusiasticandpositiveattitude• Abilityandwillingnesstodelegate• Publicspeakingskills:poised,persuasive,articulate• Writingskills• Experienceindealingwithcommunity/volunteermanagement• Familiaritywithmedia,volunteernetwork,corporatestructureandpoliticalprocess• Highenergylevel• Knowledgeofthecommunity• Computerexperience,includingwordprocessing,database,spreadsheet,PowerPointandaccounting
software
MAJORRESPONSIBILITIES
Administrative• ManagethedailyoperationsoftheKABaffiliateorganization• ReportdirectlytoandcoordinatewiththeChairman• Assurethatallreportingrequirementsarecompletedonschedule• AssisttheTreasurer/FinanceCommitteeinpreparingandmaintainingorganizationbudget;develop
estimatesofneedsandoperatingrequirements;providesupportmaterialsforfundraisingeffortsbytheBoard;monitorexpenses
• WithSecretary,prepareanddistributeminutesofKABaffiliateboardmeetings.• SubmitSemi-AnnualReport,AnnualReport,Cost/BenefitAnalysis,CommunityAppearanceIndex-
LitterIndex,andpaymentofAnnualAffiliateFeetoKAB• Maintainoffice;supervisestaff
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Publ ic Relat ions • ServeasprimarycontactpersonandliaisonofinformationonKABactivities• Preparereports,newsreleases,mediapackets,mediaadvisories,factsheetsandotherprogram
materialsforpublicawareness• Conductworkshops• Maintaincurrentmediacontactlist
Volunteer Management • Orientandtrainvolunteers• Developvolunteerjobdescription• Prepareandimplementvolunteerrecognition
CHARACTERISTICS ManagementandDelegat ion: Anexecutivedirectorisforemostaneffectivemanageranddelegator.Goodmanagementmeansprimarilyworkingthroughpeople.Theexecutivedirectorshouldbeanenablerandfacilitatorofvolunteergrowthandinvolvement.
Enabl ing theBoard: Theexecutivedirectorprovidesmaterials,researchassistance,reports,andresourcessotheboardmaymakedecisionstogoverntheorganization.
Workingwith People: SinceKABaffiliatesareprimarilyavolunteerorganization,theexecutivedirectorshouldmaintainandexpandthevolunteerbase.Volunteershavevaryingcapabilitiesandvolunteeropportunitiesshouldbeinterestingandmeaningful.
Communicat ion: Anexecutivedirectormustcommunicateclearlyandsuccinctlyandbeagoodlistener.
JOBOVERSIGHTANDSALARY Inanon-profit,theexecutivedirectorisanemployedbytheBoardofDirectorsandtypicallyworkscloselywiththeChairman.Inagovernmentalagency,theexecutivedirectorisagovernmentemployee.TheChairmanshoulddiscussthejobresponsibilitieswiththeemployeeandtheemployee’ssupervisortoensurethatnoconflictsarisebetweentheboardrequestforactionandtheexecutivedirector’sjobresponsibilitiesasagovernmentemployee.Inmostcommunities,theexecutivedirectorisafull-time,salariedposition.Thesalaryrangeisusuallycomparablewithprofessionalpositionsofnonprofitorganizationsinthearea.TheBoardshouldprovideanannualevaluation.
SourcestoContacttoFindanExecutiveDirector:• City/Countygovernment• ChamberofCommerce• LoanedExecutives• Civicorganizations• KeepAmericaBeautifulandStateAffiliate,whenapplicable
AdvertisethePosition:• KABE-News• KABForums• Localemploymentagencies• Newspaperads• Wordofmouth• Internetwebsites
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AffiliateGoodStanding
“GoodStanding”standardsassistinstrengtheningthecredibilityofthenationalnetworkandsupportingtheKABmissionbyrequiringthataffiliatesmeetthefollowingstandardsannually.Reportsareavailableatwww.kab.org.ThereportingtimeframeisJuly1-June30.
1. HasanactiveBoardofDirectors/Committee/Commission/AdvisoryCouncil:• Community-basedwithpublic,privateandcivicrepresentatives• Meetsregularly• Ensurestherelevanceoftheaffiliate’smission• Determinesprogramsandactivitiesthatfollowthemission• Securesadequateresourcestofulfillthemission• ProvideslegalandethicalintegrityandaccountabilityandassessesBoardperformance• Supportsanexecutivedirector• Enhancesaffiliate’spublicimage
2. HasanactiveExecutiveDirector/Coordinator/President/VolunteerLeader,etc.3. SubmitsSemi-AnnualReportdueAugust1whichincludesquestionsonorganizationalstructure,
administrationandbudgetsandmayincludeadditionalquestionstogatherinformationtoassistthenationalofficeandaffiliates.
4. ConductCommunityAppearanceIndex-LitterIndexbyAugust1.TheCommunityAppearanceIndexincludestheLitterIndexandOptionalIndicesonillegalsigns,outdoorstorage,graffitiandjunked/abandonedvehicles.TheLitterIndexisrequiredforGoodStandingandshouldbeconductedannuallyatapproximatelythesametimeofyear.
5. PrepareCost/BenefitAnalysisbyAugust1.Anannualmeasurementtoolthatcomparesthedollarvalueassociatedwithvolunteerhours,cashcontributions,in-kinddonations,non-governmentalandfoundationgrantstoanygovernmentdollars.Theformalsogathersstatisticalinformationincludingnumberofvolunteers,cleanups,educationworkshops,etc.
6. ExecutiveDirector/Coordinator/President/VolunteerLeaderattends6hoursoftrainingannually.Creditcanbeearnedat:• KAB’sNationalConferenceorKABWebinars(approx.1-2offeredamonth)• KABStateAffiliateConference/Meetings,ifapplicable• Conference/seminar/webinarofferedbyanotherorganizationrelatedtoKABmission,FocusAreasororganizationalmanagement.
7. PayanAnnualAffiliateFee,uponbeinginvoicedandnolaterthanAugust1
Population Fee0–7,500 $507,501-15,000 $10015,001-30,000 $15030,001-50,000 $20050,001-75,000 $25075,001-150,000 $300150,001-500,000 $350500,000-1million $400Over1million $500
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KABReports
Itisimportanttokeepgoodrecordsofyourprogramactivitiestofacilitatecompletionofthesereports.Wewanttoshareyoursuccesswith:• Media–helpsgainnationalrecognitionforyourefforts• Sponsors–helpsdemonstratetheirreturnoninvestment• Affiliates–givesothersintheKABnetworknewideastotryintheirowncommunities.
ReportingisbasedonaJuly1toJune30timeframe.
Report ThisreportgathersinformationrelatedtoGoodStandingrequirementsincluidngboardandexecutivedirector.
AnnualCommunityAppearanceIndex-LitterIndexandOptionalIndices(ifapplicable)Thismeasurementtoolenablesaffiliatestodirectandevaluateprogramsandmeasureprogress.TheIndexisconductedannuallyatapproximatelythesametimeofyear.
Cost/BenefitAnalysisandEventReportsTheCost/BenefitAnalysisisameasurementtoolthatenablesaffiliatestoshowtheirabilitytoleveragecommunityresources.Bydeterminingthedollarvaluereturnedtothecommunityforeachdollarinvestedbygovernment,anaffiliatecandemonstratethevalueofcommunitypartnership.Affiliatestrackvolunteerhours,cashcontributions,in-kinddonations,non-governmentalandfoundationgrants.EventReportincludesstatisticsandresultsincluding:• Boardinvolvementi.e.numberofhoursandin-kindincludingmileageanddonatedgoodsandservices• Volunteerinvolvement• Donations• Litterpreventionstatistics• Beautificationstatistics• Recyclingstatics• Mediacoverage• Youthactivities• Outreachactivities
HelpfulDefinitionsforReportingAnnualStatistics• Volunteers: Peoplewho activelywork an event.A volunteer performswork thatwould otherwise be
donebyapaidperson.Apersonorprisoneroncourt-orderedcommunityservicetimeorworkreleasetimeisnotconsideredvolunteers.
• Participants:Peoplewhoactivelycontributetoaneventorongoingprogram(inawayotherthanjustattending)conductedbyanAffiliatesuchasarecyclingdrive,drop-offcenter.
• Attendees:Peoplewhoarepartofastructuredeventandaprogramconductedorcoordinatedtoinformoreducatetheaudiencesuchasaclassroompresentation,teacher-trainingworkshoporaWasteintheWorkplaceworkshop.
• CommunityAudience:Peoplewhoattendandreceiveanaffiliate’seducationalmaterialsatafair,parade,exhibit,litter-freeevent,etc.
• Educate:Toprovideinformation,experienceand/ortoolstogatherknowledgethatmayimpactcognition,whichistheprocessesthatincludeslearning,reasoning,problemsolvinganddecision-
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making.Maybeinaclassroom,after-school,outdoorenvironmentsettingandincludesexperientialeducationduringactivitiese.g.discusssourcesoflitteringduringacleanupordemonstratealessononrecyclingtoyouthoradults.(Seealsovolunteer,participant,orattendeedefinitions)
• Reach:Tocontact,interactand/orcommunicatewithaboutatopicorareaofintereste.g.displayedatanevent(Seecommunityaudiencedefinition)
Example:AvolunteerunloadsacomputerfromthevehicleofaparticipantwhosespousewasanattendeeataKABrecyclingworkshopandsharedtheinformation.
Example:40parentattendeesenjoyedtheKABworkshoppresentedby6volunteerteachers,whohadstaffedtheboothattheenvironmentalfairwhereparentsparticipatedbybringingPETbottlesfortheReturntheWarmthprogram,andthefairhadanaudienceof600.
HowtoCalculateDollarValueBenefit:VolunteerHours:Whensettingthevalueofyourvolunteerhours,rememberthattherearemanykindsofvolunteersfromprofessionals,accountantsandartiststoyouthandcleanupvolunteers.It'suptoyoutoexaminetheprojectandsetthevalueforthevolunteertime.Eachvolunteerhourshouldbeassignedavalueofatleastminimumwage.Thefollowingareguidelines:
TypeofVolunteer $Value/hrAllvolunteers(adultoryouth),Board HourlyRate(perIndependentSector)*Professional Currentmarket/hr
* IndependentSectorupdatesthenationalhourlyrateannually.Thecurrentvalueisavailablehttp://independentsector.org/programs/research/volunteer_time.html.Youmayalsocheckthecurrentvolunteerhourlyrateforeachstate.
DonatedGoodsorServices:YourKABaffiliatemayreceivenon-monetarycontributionsofgoodsorservices,oftenreferredtoas"in-kinddonations"frombusinesses,groupsandindividuals.Examplesinclude:privatewastehaulerservices,"pro-bono"accountingservices,food/drinks,donatedadvertisingspaceorPublicServiceAds(PSAs),orofficespaceinanon-governmentbuilding.Thedollarvalueofanydonatedgoodsorservicesisequaltothemarketpriceofthegoodsorservicescontributed.Wheneverpossible,askyourcontributortosubmitthedollar-valueinwriting.
MediaValue(optional):Mediavalueisoptional.Ifyouentermediavaluepleaselistonalistseparatei.e.GACMediaorCleanupMedia.Valuesshouldbeprovidedbythespecificmediasource(i.e.,televisionstation,radiostation,newspaper,etc.)basedoncomparablepaidspaceorairtime.Thefollowingareguidelinesfordeterminingmediavalue:§ Printadvertisingspace:Themediasourcemayprovideyouwithaspecificvalueforeachadvertising
spaceoryoumayneedtocalculatecolumninchesbymeasuringdownthecolumn.Iftheadcrosses morethanonecolumn,multiplytheinchesdownbythenumberofcolumnsacross.
§ Valueofnewspaperorprintarticles/pressclippings.Whenapositivearticleexclusivelyorextensively featuresyourorganization,measurecolumninchesdedicatedtoyourorganizationandmultiplybythe valueprovidedbythemediasource.Ifyouraffiliateismentionedbrieflywithinthelargercontextofan articleorcalendarlisting,itshouldnotbemeasured.Anewspapermaynotbeabletoprovideaspecific valueforafront-pagenewsarticlesincethespaceisnotavailableforadvertising.
§ Radio/TelevisionShow.Typically,showsornewsspotswouldnotcountinCost/BenefitAnalysis,but youmayincludeestimatedaudience,ifknown,undertheGeneralSurveyintheCommunityOutreach ExecutiveDirector ©2018KeepAmericaBeautiful,Inc.
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section.Ifthetelevisionorradiostationprovidesavalue,inwriting,fortheairtimevalue,youmayincludeintheCost/BenefitAnalysis.
§ Website/Blog:Novalueisassignedtothenumberofhitsawebsitereceivesbutalldonatedtimetomanagethewebsiteortowritecontentmaybeincludedasvolunteertimeand/orin-kindservices.Ifawebmasterorcompanydonatesservice,askforthevalueinwriting,toincludeinthein-kindsection.
§ Government-ownedCableChannel.IfgovernmentemployeesareinvolvedinproducingthenewsorPSA,theamountmaybeanin-kindgovernmentcost.IfthenewsorPSAwasproducedbyanon-governmentsourceandisairedonthestation,thevaluemaybeincludedifthechannelhasanadvertisingrate.Youmayincludeestimatedaudience,ifknown,undertheGeneralSurveyintheCommunityOutreachsection.
CommunityServiceAffiliates that administer programs for a person or prisoner on court-ordered community service timeorwork release time may include value of time and the cost of administering the program. The valuescalculatedwillremainseparatefromtheoverallcost-benefitratiousedbyKAB.
CostAvoidance(optiona)CostAvoidanceisthedollar-valueofaprojectbasedonwhatyourlocalgovernmentwouldhavespentifitusedagovernmentdepartmentoragencytoachievethesameresults.TheprojectmustbecurrentlywithinthescopeofservicesofferedbyyourlocalgovernmentdepartmentsoragenciestobeconsideredinaCostAvoidanceassessment.Youcannotassumetheprojectwouldbehandledusinggovernmentpersonnel.Itisbasedonknownequipmentcosts,estimatesofsalarytimeoractualcostfiguresfromasimilarproject.Note:Since2007,CostAvoidancehasbeenoptionalinyourCost/BenefitAnalysis.
ForExample:Aspartofitsscopeofservices,thepublicworksdepartmentisresponsibleforillegaldumpcleanup.Therehasbeenarecentrashofillegaldumpingactivity.Knowingthis,yourKABaffiliateorganizesvolunteersandprivatehaulingservicestocleanupillegaldumpsites.Inadditiontovolunteertimeanddonatedhaulingservices,thereisacostavoidancebenefit,sincethecityavoidedthecostsofassigningemployeetimeorequipmenttoaccomplishthesametask.Thepublicworksdepartmentmustprovidecostestimates,andthatfigureisthedollar-valueofthecostavoidanceforeachdumpsitecleanupundertakenbyyourKABaffiliatevolunteers.
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BoardRolesandResponsibilities
ThePre-CertificationandCertificationprocesshelpedtoestablishthegroundworkforastrongandsustainableorganization.Anactiveandinvolvedboardgovernstheorganizationbyensuringeffectiveplanning.Overtime,theorganizationbecomesatrustedresourcetoeducators,apartnertocommunityleaders,andasupportnetworkforindividualsandgroups.KABaffiliatesworkwithlocalschools,communitygroups,businesses,andgovernmentagenciestocreatetransformativeopportunitiesineducationandcommunityaction.ItisthroughtheestablishedorganizationalstructurethatyourKABaffiliatewillmaximizegrassrootsparticipation,leadership,andthemostcost-effectiveuseofpublicandprivatefunds.
SuccessfulKABaffiliateshavegoverningbodythatisaworkingboard,withrepresentationfromathree-waypartnershipbetweenthepublic(government),private(business)andcivic(volunteer)sectors.Thisstructureiskeytothelong-termsustainabilityoftheorganization.
THREEHATSOFABOARDMEMBER• GovernanceHat:Wornonlywhenthefullboardmeets,propernoticehasbeengivenandaquorumis
present.Theboardistheultimatelegalauthorityfortheorganization.Governanceisafullboardaction.Thefullboardsetspolicy.Anindividualboardmemberhasnogovernanceauthority.
• ImplementationHat:Wornonlywhentheboardgivesoneormoreboardmembersauthoritytoimplementaboardpolicy.Occasionally,theboarddelegatesatleastoneofitsmemberstoactonitsbehalf--tonegotiatepurchaseofacomputerforexampleortodeterminewhichfirmwilldothefinancialaudit.
• VolunteerHat:Wornatallothertimes,whenboardmembersareinvolvedwithorganizationalactivitiesasvolunteers.Asavolunteer,aboardmemberhasnoindividualauthoritysimplybyvirtueofhis/herposition.Whenwearingavolunteerhat,theboardmemberisaccountabletoanotherperson,whetheritbethedirector,ataskforce,oracommitteechairman.
TenBasicResponsibilitiesofNonprofitBoardorCommittee• Determinetheorganization’smissionandpurpose• SelecttheExecutiveDirector• SupporttheExecutiveDirectorandreviewhisorherperformance• Ensureeffectiveorganizationalplanning• Ensureadequateresources(includingindividualmembership,ifapplicable)• Manageresourceseffectively• Determineandmonitortheorganization’sprogramsandservices• Enhancetheorganization’spublicimage• Ensurelegalandethicalintegrityandmaintainaccountability• Recruitandorientnewboardmembers;assessboardperformance
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TenBasicResponsibilitiesofGovernmentBoardorCommittee• Determinetheorganization’smissionandpurpose• DirecttheExecutiveDirector• SupporttheExecutiveDirectorandreviewhisorherperformance(providedetailstotheimmediate
governmentsupervisor)• Ensureeffectiveorganizationalplanning• Ensureadequateresourcesincludingreviewofgovernmentbudget• Manageresourceseffectively• Determineandmonitortheorganization’sprogramsandservices• Enhancetheorganization’spublicimage• Ensurelegalandethicalintegrityandmaintainaccountability• Recruitandorientnewboardmembers;assessboardperformance
(Source:BoardSource,adaptation)
COMMITTEES/TASKFORCES
Committeesandtaskforcesshouldbeformedaftergoalsandobjectivesareestablished.Committeesandtaskforceswillthendeterminetasks.ThetrendisforalimitednumberofstandingcommitteessuchasFinanceandBoardDevelopmentorGovernance.Someboardsstarteachyearwithacleanslatebyabolishingallcommitteesannuallyandonlythoseneededarere-instated.Anevaluationprocessallowsaboardtoreassesscommitteecompositionandredirectthefocusifneeded.Benefits:• Flexibleandfuture-oriented• Morefrequentleadershipopportunities• Leadershipchangesarenotthreatening
Someboardsdonotformstandingcommitteesandwhenaneedisidentified,ataskforceoranadhoccommitteeisformedtocarryoutthecharge.Ataskforceallowsaboardtoconcentrateonlyonpressingissues.Signinguptoworkonataskforcewithacleargoalandaterminationpointispreferredoverindefiniteserviceonacommitteewithavaguepurpose.Ataskforceoradhoccommitteeprovidesmoreteamparticipationandinteractionamongavarietyofmembersontheboardresultinginmembersgettingtoknowmorepeopleontheboard.Eachtaskforceisunique,sotheanswerswillvarytoquestionssuchas:Howoftenshoulditmeet?Whoshouldserveonthetaskforce?Howbigshouldthegroupbe?Ifataskforcehasdoneitsjobwell,theboardcanproceedtomakegooddecisions.Examplesoftheseworkgroupsincludeabylawsreviewtaskforceorastaffsearchcommittee.
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Volunteers
MuchofyourKABaffiliatesuccesswillresultfromtheuniqueprocessofinvolvingabroadrangeofconstituenciesthatreflectsyourcommunity.ApplytheKAB5-stepprocessasyouidentify,recruit,andinvolvevolunteers.
GetthefactsaboutvolunteersandwhatyouofferthemfortheircontributionoftimeInvolveyourvolunteersinmeaningfultasksCreateanactionplanwithclearlydefinedresponsibilitiestoguidevolunteereffortsandmaximizevolunteers’timeandtalentsFocusonthepositiveresultsofvolunteers’workandemphasizinghowtheymadeadifferenceProvidepositivereinforcementthroughrecognitionandrewardandlaythegroundworkforfutureinvolvement
Followingisalistofgroupstohelpyouidentifylocalvolunteers:
Adopt-A-Highway/Adopt-A-SpotAgriculturalExtensionAgencyAmeriCorpsBigBrother/BigSisterBlockwatchGroupsBoysandGirlsClubBoyScoutsBrowniesCampfireGirlsChamberofCommerceCivicclubsColleges/Universities(includingclubs,fraternities,sororities,sportsteams,etc.)Corporations/businessesCubScoutsEnvironmentalclubs/groups4-HClubsGardenClubsGirlScouts
Hospitals/medicalassociationsJayceesClubsKeyClubsKiwanisClubsLionsClubsMilitarybasesNeighborhoodassociationsParksandRecreationProfessionalassociationsOptimistClubReligiousgroupsRetireeassociationsRotaryClubsSchools/schoolclubsSportsleaguesSeniorCitizensSierraClubsWomen’sclubYouthgroups
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GoalSettingandVisioning
TheKABBehaviorChangeSystemisaprimarytoolforthedevelopmentandimplementationofprogramsandprojects.TheSystemisanimportantpartofdevelopinggoalsstartingwithengagingpeople.ThroughKABTools,includingtheCommuityApperanceIndex-LitterIndexandOptionalIndeics,ifapplicable,andFocusAreaInventory,theaffiliategathersfacts.UsingtheSystemoutlinedbelowaffiliatesshoulddevelopaplanasafoundationformeasuringthelong-termandshort-termsuccess.Annualreviewoftheplanwillassisttheaffiliateinfocusingonaccomplishmentsandidentifyingnewprojectsorprograms.
StartbyengagingpeopleandcontinuetheprocssateachstepintheSystemwhichincludes5managementstepsand4behaviorialstrategies:1. GettheFacts2. PriortizeBehaviors3. DevelopandImplementaPlan
• WrittenExpectations• Infrastructure• Persausion• RewardsandPenalties
4. FocusonImpacts5. ProvideFeedback
Agoalstatementisapositivestatementthatleadstoaction.Goalsarebroad.Objectivesarespecificortaskoriented.Anobjectiveisanendtowardwhichactionisorientedandreflectshowthesituationwillbechanged,improvedormaintained.”Objectivestypicallystartwith:• Toprovide….• Toestablish…• Tocreate….
Objectives,performancemeasure,shouldbeS.M.A.R.T.,whichrefersto:SpecificMeasurableAchievableRealisticTime-Bound
Specific:Aspecificgoalprovidesdirectiontoboard,sponsors,andvolunteers.Aspecificgoalanswersthesix"W"questions:Who: WhoisinvolvedWhat: WhatdoIwanttoaccomplishWhere: IsthereaspecificlocationWhen: EstablishatimeframeWhich: IdentifyrequirementsandconstraintsWhy: Specificreasons,purposeorbenefitsofaccomplishingthegoal
EXAMPLE:Agoalwouldbe,"Tocleanupthecity."Anobjectivewouldbe,"ParticipateintheannualGreatAmericanCleanup™andcoordinatethecleanupofsixmajorentranceways"
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 23
Measurable:Tofocusontheresults,thegoalshouldhaveawaytomeasureprogresstowardtheattainmentofeachgoalyouset.Whenyoumeasureyourprogress,youstayontrack,reachyourtargetdates,andexperiencetherewardofachievement.
Todetermineifyourgoalismeasurable,askquestions:Howmuch?Howmany?HowwillIknowwhenitisaccomplished?
Achievable:Whenyouraffiliateidentifiesgoalsthataremostimportant,youbegintodeterminewaystoimplementthegoals.Youdeveloptheattitudes,abilities,skills,andfinancialcapacitytoreachthem.Somegoalsbecomeattainableovertimeasyouraffiliategrowsandexpands.
Realistic:Toberealistic,agoalmustrepresentsomethingthattheaffiliateiswillingandabletoaccomplish.Someaffiliatessetahighgoalthatmayseemunattainablebutbyreachingothergoals,theaffiliatewillseesubstantialprogress.Ahighgoalisfrequentlyeasiertoreachthanalowonebecausealowgoalexertslowmotivationalforce.Yourgoalisrealisticifyoutrulybelievethatitcanbeaccomplished.Agoalshouldconsiderthefinancialobligationbutfinanceshouldnotbethereasonagoalisnottried.
Time-bound:Agoalistime-basedwhenyouhaveasettimeframeoradatespecific.
24 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
AffiliationReport
YourKABaffiliateisoneofhundredsofcommunity-basedorganizationsimprovingcommunities.YouraffiliatecompletedthefollowingandsubmittedtheresultsinordertoberecognizedasaKABaffiliate.
• Organizational• EnablingLegislation• MissionStatement• Bylaws• Board• ExecutiveDirector• BudgetandFinancialSupport
• LitterIndex• FocusAreaResearchandInventory
• EndLittering• ImproveRecycling• BeautifyCommunities
• Observations(OptionalRecommendations)
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 25
Appendix1:Acronyms/Abbreviations
Eachaffiliateandstatehasadifferentacronymsandabbreviationsthattheyuseonadailybasis.Alistisbeneficialtonewandveteranmembersoftheboard,staffandvolunteers.MostacronymsusedbyKeepAmericaBeautifulatthenationallevel,theacronymispronouncedaseachletteri.e.K-A–Binsteadof“cab.”
AAH Adopt-a-HighwayARD AmericaRecyclesDayCAI CommunityAppearanceIndexCBA Cost-BenefitAnalysisCLPP CigaretteLitterPreventionProgramCURC CollegeandUniversityRecyclingCoalitionDEQ DepartmentofEnvironmentalQualityDOT DepartmentofTransportationEE EnvironmentalEducationEPA EnvironmentalProtectionAgencyGAC GreatAmericanCleanup–pronounceeachletterG-A-CIWTBR IWanttoBeRecycledKAB KeepAmericaBeautiful–pronounceeachletterK-A-BLI LitterIndexPSA PublicServiceAnnouncementR@W RecyclingatWorkR-B Recycle-BowlROI ReturnOnInvestmentSLC StateLeadersCouncilSMART Specific,Measurable,Achievable,Realistic,Time-boundSWOT Strength,Weakness,OpportunityThreatTTT Time,Talent,TreasureWIP WasteinPlaceYAC YouthAdvisoryCouncil
KABPrograms:GAC–GreatAmericanCleanup
• Eachspring,KeepAmericaBeautifulkicksofftheGreatAmericanCleanup,whichisthecountry’slargestcommunityimprovementprogramthattakesplacein20,000communities.Thisnationalprogramengages2millionvolunteerswhotakeactionintheircommunitiestocreatepositivechangeandlastingimpact.
ARD–AmericaRecyclesDay• Theonlynationally-recognizeddayforcommunityeducationandcollectioneventsencouraging
hundredsofthousandsofindividualstorecycle.
26 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
CLPP–CigaretteLitterPreventionProgram• TheCigaretteLitterPreventionProgram(CLPP),nowinits11thyear,isthenation'slargest
programaimedatreducingcigarettelitter.
RM-RecycleMania• Anationalcompetitionandbenchmarkingtoolforcollegeanduniversityrecyclingprogramsto
promotewastereductiontotheircampuscommunities.
R@W-RecyclingatWork• “RecyclingatWork”Pledge:AspartofitsClintonGlobalInitiativecommitment(2012),Keep
AmericaBeautifulhostsaprogramdesignedtoincreaserecyclingintheworkplace.
WIP-WasteinPlace• Aresourceguide,whichincludesover100activitiesforpre-Ktosixth-gradestudents
IWTBR-IWanttoBeRecycled• KeepAmericaBeautiful’slandmarkpublicserviceadvertising(PSA)campaigninpartnershipwith
theAdCounciltargetedtomotivateAmericanstorecycleeveryday.
R-B-Recycle-Bowl• AnationalrecyclingcompetitionforK-12schoolsthatoccurseachfallsemester.
YAC-YouthAdvisoryCouncil• KeepAmericaBeautiful'sNationalYouthAdvisoryCouncilprovidesisauniqueopportunityfor
tenhighschoolstudentsfromdiversebackgroundsacrossthenationtoparticipateinaservice-learningandleadershipdevelopmentprogramannually.
Partners:ICMA-InternationalCityManagementAssociationIDA-InternationalDowntownAssociationSWANA-SolidWasteAssociationofNorthAmericaNWRA-NationalWaste&RecyclingAssociationSUFC-SustainableUrbanForestCoalitionAFPA-AmericanForest&PaperAssociationEPA-EnvironmentalProtectionAgencyBGCA-Boys&GirlsClubofAmericaPLT-ProjectLearningTreeACT-AllianceforCommunityTreesLISC-LocalInitiativesSupportCorporationNAAEE-NationalAssociationforEnvironmentalEducatorsNOAA-NationalOceanicandAtmosphericAssociationNRC-NationalRecyclingCoalitionNWF-NationalWildlifeFederationUSCC-USCompostingCouncilUSDA-USDept.ofAgricultureSRO-StateRecyclingOrganizationDEQ-DepartmentofEnvironmentalQualityDOT-DepartmentofTransportationEPA-EnvironmentalProtectionAgency
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 27
Appendix2:StaffEvaluation
NAME
BOARDANDCOMMUNITYRELATIONS1=Strongly
Agree 2=Agree 3=Neutral 4=Disagree5=StronglyDisagree
N/A=NoOpinion
ImplementsthegoalsoftheBoardMaintainspositiveliaisonwiththeBoard,committeesandvolunteersAllocatesresourcesinamannerwhichisunderstoodbytheBoardServesasarepresentativefortheaffiliatetothemedia,generalpublicandotherexternalpartiesMaintainspositiveliaisonwithelectedandappointedofficialsAlertsmemberstocurrentandfuturetrendsthataffecttheaffiliateProvidesgoodcounselDemonstratescommitmenttoimprovingtheaffiliateExecutiveDirectorandBoardrelationshipiscollegial/respectfulBoardhastrustandconfidenceindaytodayoperationsoftheaffiliate
AFFILATEMANAGEMENT1=Strongly
Agree 2=Agree 3=Neutral 4=Disagree5=StronglyDisagree
N/A=NoOpinion
Isknowledgeableaboutby-laws,policiesandorganizingdocumentsoftheaffiliateandusesthisknowledgetorecommendcoursesofactionAnticipatesproblemsandisresourcefulindealingwiththemAssumesresponsibilityformakingdecisionswithinpolicyframeworkMakestoughdecisionswhenneededandseesthemthroughtocompletionManagessothatprioritymattersreceiveappropriateattentionHasasenseofwhatmustchangeandwhatmustremainthesametoaccomplishtheorganization'smissionandrealizeitsvisionMonitorstheorganization'sfinancesandoperationsinrelationshiptotheapprovedbudgetandmakesinformedfinancialdecisionsUsesgoodfiscaljudgmentinmanagingoperationsLeadershiphasimprovedourfinancialresourcesandaccountability
28 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Leadershiphasincreasedtheaffiliate'sgoodwillinthecommunityAffiliateisingoodstanding
VOLUNTEERANDSTAFFRELATIONS1=Strongly
Agree 2=Agree 3=Neutral 4=Disagree5=StronglyDisagree
N/A=NoOpinion
RecruitsandretainscompetentvolunteersMakesaconsistentefforttotrainandprovidefeedbackHelpsvolunteersworktogethertoachievetheaffiliate'sgoalsandobjectivesProvidesconsistentrecognitionandsupporttovolunteers
PERSONALCHARACTERISTICS1=Strongly
Agree 2=Agree 3=Neutral 4=Disagree5=StronglyDisagree
N/A=NoOpinion
ReliableandmeetsdeadlinesExpressesanabilityandwillingnesstoworkwithothersDemonstratesabilitytocommunicateeffectively,bothorallyandinwritingDealseffectivelywithpressuresituationsModelseffectivebehaviorsandskillsRespondsappropriatelytoadviceandconstructivecriticismHasthenecessaryknowledgeandskillstobeaneffectiveExecutiveDirectorHasthenecessarypersonalcharacteristicstobeaneffectiveExecutiveDirectorGeneralQuestions:1) Whathavebeenthemajorachievements/shortcomingsoftheExecutiveDirectoroverthepast12months?(Providespecificexamplesifavailable)
2) DidtheExecutiveDirectorliveuptothewrittenorexpressedgoalsandobjectivesdevelopedbytheaffiliate?Explain.
3) DidtheExecutiveDirectorliveuptoorganizationalexpectations?Explain.
4) HastheaffiliatebenefitedfromtheleadershipofthisExecutiveDirector?Explain
5) Ifyoucouldgive2piecesofadvicetothisemployee,whatwoulditbe?
Preparedby: Date:
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 29
Appendix3:FinancialManagement
Thesedutiesmaybeassumedbyaboardmember,whichisusuallytheTreasurer,butoftenareprimarilytheresponsibilityoftheExecutiveDirector.§ PreparationofanAnnualBudget§ PreparationofGrantBudget(s)andapplication(s)§ Accounting/bookkeepingofallaccounts§ One(1)checkingandsavingsfornon-grantfunds§ Eachfund,whetheragrantfundornon-grantfund,needsseparateaccountingregister§ AccountingsoftwaresuchasQuicken,QuickBooks,Peachtree,etc.shouldbeusedtokeepthe
accountingledgers/registers§ Checkbooksshouldbebalancedmonthlywithbankstatements§ Preparemonthlyfinancialstatementsforeachchecking/savingsaccountandprovidecopiestoeach
boardmember§ Preparegrantreports,whichmayincludein-kindormatchingcashaswellasthegrantcash
expenditures§ Payroll:Ifstaffispaidanhourlywage,youMUSTkeepanEmployeeRecord,whichincludesdates
andhoursworked.UseanEmployeeRecordBookortimesheet.§ AllemployeesmustcompleteaW-4Formeachyear.Itisavailablefordownloadonthewww.irs.gov
website.§ MustdeductSocialSecurityandMedicare(%ofgrossemployeeshare)§ Mustdeductfederaltaxesandstatetaxesifapplicable,accordingtotheappropriatetaxtablesand
basedonthe#ofexemptionsclaimedonW-4.Thefederaltax(whichincludesthefederaltaxamountthatwaswithheldplusboththeemployeeandemployersharesofSocialSecurity&Medicare–botharethesamerate)andstatetaxifapplicable(includesthestatetaxamountthatwaswithheldforthequarter)941/941Nemployeetaxdeposits.
§ YourorganizationmustfileanIRS990Form.Itisduethe15thdayofthe5thmonthfollowingthecloseofyourfiscalyear.(i.e.ifyourorganization’sfiscalyearisJanuary1-December31,the990FormmustbepostmarkedbyMay15.)
§ Insurance–Workman’sCompensationInsuranceisrequiredbyfederallaw.
GoodRecordKeeping:§ Mustkeepcopiesofallinvoices–Includealistofexpendituresfromaccountingsoftware,with
copiesofinvoices§ Keeptrackofallvolunteersandvolunteerhoursworked
§ Willneedforin-kindforgrantreports,whenapplicable§ WillneedforKABAnnualReport.Youcanactuallyenterinfooneachprojectasitiscompleted
throughouttheyearonwww.kabaffiliates.org.§ Keepingaccuraterecordsofeachprogram/projecttoplanfornextyearincludingtimeline§ Listofanydonors,contactnames,whatwasdonated,etc.§ PuttogetheranOperationsManualsoifyouareeversickorhavetobegone,someonecancome
intotheofficeandlookforthis“Howto”instructionsbooklettocompleteanyrequiredwork.
PreparedbyJanePolson,KeepNebraskaBeautiful
30 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix4:BoardBuildingCycle
Step1:Identifytheneedsoftheboard:theskills,knowledge,perspectives,connections,etc.,neededtoimplementthestrategicplan.Whatdoyouhave?Whatismissing?
Step2:Cultivatesourcesofpotentialboardmembersandidentifyindividualswiththedesiredcharacteristics.Askcurrentboardmembers,seniorstaff,andothertosuggestpotentialcandidates.Findwaystoconnectwiththosecandidates,gettheminterestedinyourorganization,andkeeptheminformedofyourprogress
Step3:Recruitprospects.Describewhyprospectivemembersarewantedandneeded.Explainexpectationsandresponsibilitiesofboardmembers,anddonotminimizerequirements.Invitequestions,elicitprospects’interest,andfindoutiftheyarepreparedtoserve
Step4:Orientnewboardmembersbothtotheorganizationandtotheboardexplainingthehistory,programs,pressingissues,finances,facilities,bylaws,andorganizationalchart.Describecommittees,boardmemberresponsibilities,andlistsofboardmembersandkeystaffmembers.
Step5:Involveallboardmembers.Discovertheirinterestsandavailability.Involvethemincommitteesortaskforces.Assignthemaboard“buddy.”Solicitfeedback.Holdeveryoneaccountable.Expressappreciationforworkwelldone.
Step6:Educatetheboard.Provideinformationconcerningyourmissionarea.Promoteexplorationofissuesfacingtheorganization.Holdretreatsandencourageboarddevelopmentactivitiesbysendingboardmemberstoseminarsandworkshops.Donothidedifficulties.
Step7:Evaluatetheboardasawhole,aswellasindividualboardmembers.Examinehowtheboardandchiefexecutiveworkasateam.Engagetheboardinassessingitsownperformance.Identifywaysinwhichtoimprove.Encourageindividualself-assessment.
Step8:Rotateboardmembers.Establishtermlimits.Donotautomaticallyreelectforanadditionalterm;considertheboard’sneedsandtheboardmember’sperformance.Exploreadvisabilityofresigningwithmemberswhoarenotactive.Developnewleadership
Step9:Celebrate!Recognizevictoriesandprogress,nomatterhowsmall.Appreciateindividualcontributionstotheboard,theorganization,andthecommunity.Makeroomforhumorandagoodlaugh.
FromTheBoardBuildingCyclepublishedbytheNationalCenterforNonprofitBoards(NCNB)
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 31
Appendix5:BoardNominationForm
Nominee: _________________________________________________________________________
Company:_________________________________________________________________________
Title: _____________________________________________________________________________
Address: __________________________________________________________________________
City/State/Zip:_____________________________________________________________________
Phone: ___________________________________ Fax:____________________________________
Email: ____________________________________________________________________________
TalentsandSkills:Specifically,checkthefollowingskillsyouoffer:□ Accounting/Financial□ Education–Public□ YouthLeadership□ EventPlanning
□ Fundraising□ GovernmentPartnerships□ PartnershipDevelopment□ Legal
□ PublicSpeaking□ PublicRelations/Media□ ProgramDevelopment□ Other________________
Pleasefeelfreetoelaborateontalentsandskillsyouoffer:
VolunteerExperiences:
NameofOrganization TypeofOrganization Scope/Contributions/Awards
Whatotherexperiences,talents,skills,andaffiliationsdoyoufeelyoucouldbringtotheBoardofDirectorstohelpfulfillourmission?
CurrentorPastBoardConnections:Listanypastorpresentboardmembersyouknow.
32 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
BoardofDirectorsPage2of2
PastBoardContributions:IfyouareacurrentBoardmemberseekingre-nomination,detailyouraccomplishmentsasamemberoftheBoardofDirectors.Pleasebespecifictoimmediatepastterm:
PleasesendtoNominationsCommittee<insertaddress>
Dueby:<insertdate>
Asanorganization,KDBhopestobenefitfromyourleadershipandwisdom,andyourcommitmentwillreallymakeadifferenceinDallas..BoardMembersare:
ü Electedtoserve<insertyear>term.ü EncouragedtoattendallBoardmeetings.ü Requestedtohelpwithfundraisingfortheorganization.ü Urgedtoserveon,andparticipateintheworkof,acommittee/taskforce.ü Requiredtobeadues-payingmember.
NomineeSignature:___________________________ Date:_______________
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 33
Appendix6:BoardMemberProfile
Keep Beautiful
Name:
E-mail:
Occupation:
Employer:_________________________________________________________
Birthday(monthandday):
Spouse/Children:
Interests/Hobbies:
1. Whatinterestsdoyouhaveinregardtotheworkoftheaffiliate?
2. Whyareyouinterestedinservingontheboard?
3. WhatBoardactivities(governanceoversight,budgetary/financial,program/projectdevelopment,memberrelations)wouldbeofinteresttoyou?
4. Whatkindofworkdoyouhopeyoudonothavetodoasaboardmember?
5. Wouldyoumakeapersonalfinancialcontributionatalevelthatismeaningfultoyouandsecurein-kindcontributions?
6. Whatorganization(s)areyouamemberofatthelocal,state,andnationallevel?Doyouseeopportunitiesfortheaffiliatetoworkwiththoseorganizations?
34 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix7:BoardMembership
Boardsshouldbecomposedofrepresentativesfromgovernment,business,andcivic.Anequalrepresentationfromallthreesectorsisagoodguide.Wheretofindboardmembers:
• Localgovernment(publicworks/sanitation,Mayor’sOffice,CityCouncil,LawEnforcement,HealthDepartment,etc.)
• Business/Industry(manufacturing,wholesale,retail,ChamberofCommerce,downtownmerchants’association,etc.)
• Professionalcommunity(accounting,law,engineering,architecture)• Civicgroups–women’sandmen’sclubs,gardenclubs,JuniorLeague,businessandprofessional
associations• ServiceClubs–Rotary,Lions,Kiwanis,Optimists,Jaycees• Neighborhoodassociations• Privatecitizens,homeowners• CommunitiesofFaith–ministerialassociations,coalitions• Youthagencies–BoyScouts,GirlScouts,CampFire,4-H,BoysClubs,GirlsClubs,YMCA,YWCA,etc.• Education(superintendent’soffice,curriculumspecialists,highschooland/orcollegestudents,youth
organizations–KeyClubs,JuniorAchievement)• Communications/media(TV,radio,newspapers,publicrelationsandadvertisingagencies,business
communicators)• Leadershipgroups
WhenchoosingindividualstodirectyourKABaffiliate,ask:• Aretheyenthusiasticleaders?• Cantheygainthecommitmentofthecitizenstocarryouttheaffiliatemission?• Cantheybring,recruit,orinfluencefinancialsupport?• Willtheyhelp/showupforevents?• Isthepotentialmemberfreeofcommunityandpoliticalissuesthatmaycompromisetheworkofthe
KABaffiliate?
Thefollowingpointsshouldbekeptinmindwhenselectingmembers:• Residency:Agoodportionoftheboard,ifpossible,shouldbelong-term-theireffectivenesswithother
groupsisstrongandtheirfamiliaritywithwhatmakesthingsworkinyourcommunitywillmanytimesexpeditecompletionofprojects.
• Time:AmembershouldhavetimetogivetotheKABaffiliateandifothercommitmentspreventthem,fromgivingthetimeneededthentheywouldnotbeagoodchoice.
• Leadershipability:Eachmembershouldbearecognized“thoughtleader”withinpartofthecommunity.• Apolitical:MembersshouldnotbesocloselyassociatedwithothercommunityissuestoallowtheKAB
affiliate’sworktobecompromisedinanyway.• Speakingability:Severalmembersshouldbegoodpublicspeakers.• BeliefsandValues:Eachmembershouldbetherebecausehe/shebelievesandvaluestheorganization’s
mission.• Alwaysbeonthelookoutfornewmembers–successionplanning.
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 35
Appendix8:BoardRecruitment
ExcerptfromOverGoal!WhatYouMustKnowtoExcelatFundraisingToday2ndEditionOften,inourhastetomeetadeadlineforrecruitingboardmembers,wewhiskthroughtheinterviewprocessorskipitentirely,relyingonwhatweknowaboutindividualsthroughotherconnectionsorinformationaboutthem.Evenwhenwedoaproperinterview,wetendtofocusonlyontheobvious—expertise,experience,interestinservingontheboard.Wedonotdigdeepenoughintoareasthatintheendarefarbetterindicatorsofsuccessfulboardservice.Herearesomequestionsyoumaynothavethoughttoask.Theywillrevealthingsthatcanbeimportanttoyourorganizationasyoubuildarelationshipthatyouhopewillbedurable,motivating,andproductive.
• Howpassionateareyouaboutourcause?• Howmuchtimecanyougivetous?• Whatmotivatesyouasavolunteer?• Whatexpectationsdoyouhavefromthemanagementoforganizationsonwhoseboardsyouserve?• Whatareyourpersonaldreamsoraspirationsthatcouldbeenhancedbyserviceonourboard?• Whatprofessionalorpersonalconstraintsonyourtimeorservicemightyouanticipate?• Areyouwillingtomakeafinancialcommitmentthatisastretch?• Ofwhatimportancetoyouissocialinteractionwithotherboardmembers?• Howdoyoufeelaboutperformanceevaluationsofindividualboardmembersandboardsasagroup?• Asyouthinkaboutthethreeprimaryboardroles—ambassador,advocate,andasker—wherewillyoube
mostactive?
ConclusionThesequestionsshouldgiveyouamuchmoredetailedprofileofyourboardrecruitandprovidebetterinformationonwhichtobuildaproductiveandmutuallyfulfillingrelationship.Likehiringanemployee,weneedtogetbeyondtheobviousinformationandfindoutwhatreallymotivatesapotentialboardmember.Thenourjob—theevenmoreimportantone—istomakesurewerememberthesemotivationsasweassign,coach,engage,andrewardboardmembers.
KaySprinkelGrace©2006.ExcerptedfromthesecondeditionofOverGoal!WhatYouMustKnowtoExcelatFundraisingToday.ExcerptedwithpermissionofEmerson&Church,Publishers.
36 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix9:BoardTraining
Threecomponentsoftrainingprovidedtoanactiveboard.
OrientationAnorientationfornewboardmembershelpsdefinedutiesandresponsibilities.NewboardmembersshouldreceivetrainingprovidedbytheBoardandExecutiveDirectorandbegivenaboardmanual.ThemanualcontentisoutlinedinAppendix10.Thetrainingshouldincludethefollowing:• historyoforganizationandaccomplishments• bylaws,organizationguidelines,ordinance,orresolutionestablishingtheorganization• strategicplan• missionstatement• budget• stafforganizationalchart• boardmemberlist• committeelistandduties• calendarofevents• boardcommitment/affirmation
AnnualBoardRetreatBoardmemberscouldmeettoreviewordiscuss:• bylawsororganizationguidelinestoinsurethattheyaremeetingtheneedsoftheorganization• reviewordevelopstrategicplan,goalsandobjectives• missionstatement• boardmemberresponsibilitiesandboardmemberjobdescription• budget• committeeduties• calendarofevents• therelationshipbetweenboardandthestaff(paidorvolunteer)• themeetingschedule• trainingonlitterprevention,beautificationandcommunitygreening,wastereductionandrecyclingand/orbehavior/attitudechange
OngoingTrainingMembersshouldbegivenanopportunitytolearn,growanddevelopthroughouttheyear.• speakersfromotherorganizations• evaluationofprojects• speakersonspecifictopicsoftechnicalinterestsuchaslandfills,education,orvolunteerism• trainingonlitterprevention,beautificationandcommunitygreening,wastereductionandrecyclingand/orbehavior/attitudechange
• fieldtripstoothercommunitiesortoconferences/seminars• groupexplorationofyourcommunity
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 37
Appendix10:BoardManual
Everyaffiliateshouldhaveathorough,easy-to-useboardmanual.Forthenewboardmember,themanualisanorientationhandbookthatprovidesusefulinformationabouttheaffiliate,boardstructureandoperations,andfellowboardmembersandstaff.Forboardmembers,themanualisanindispensableworkingtoolandacentralresource.Materialscanbeaddedandremovedtocreateanup-to-datereference.Someoftheinformationmaybepostedontheaffiliatewebsite.
Theboardmanualispreparedbystaffinconsultationwiththeboardpresident/chairmanandofficers.Presentittoboardmembersinadurable,attractiveloose-leafnotebookwithatableofcontentsandclearlydividedandlabeledsections.Dateeveryitemandreplacematerialwhennecessary.Insertstationery,brochures,andsimilaritemsinclearplasticsleevesorinpocketsofthenotebook.
Guidelinestodevelopamanual:o Donotoverwhelmboardmemberswithtoomuchinformation,i.e.whenseveralexamplesareavailable
includeonlyoneo Keepeachitembriefsuchasatwo-paragraphexecutivedirectorbiographyinlieuofafour-page
resume.o Thinkabouthowthemanualmaybeusedduringorientationasa"textbook"o Encourageboardmemberstosuggestitemsforthemanualo Askboardmemberstoevaluatetheusefulnessofthemanualeachyearo Revisethecontentsorformatbasedontheircomments
ManualContentChecklistAthoroughboardmanualcanincludethefollowingmaterials.(Remembertokeepeachitemasconciseaspossible.)
Boardo Boardmemberslistingandbios/profileo Boardmemberstermlistedo Boardstatementofresponsibilities/commitmentoraffirmationformo Committeeandtaskforcedescriptions
GovernanceDocumentso Briefwrittenhistoryand/orfactsheeto ArticlesofIncorporation,whenapplicableo IRSdeterminationletter,whenapplicableo Bylawso Ordinanceorresolutionofestablishment,whenapplicableo Listingofpastboardmembers(optional)
Strategicframeworko Missionandvisionstatemento Strategicplangoalsandobjectiveso Currentannualoperatingplan
Minutes
38 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
o Minutesof2-3recentmeetingsfornewmembersand/oracopyofminutesofBoardRetreato Asectioninthemanualformemberstoaddagendasandminutes.
Policiespertainingtotheboardo ConflictsofInterestpolicyo Insurancepolicycoverageo Travel/meetingexpensereimbursements
Financeandfundraisingo Prior-yearannualreporto Mostrecentauditreporto Currentannualbudgeto Form990o Bankingresolutionso Investmentpolicyo Currentlistofdonorsandsponsors
Staffo Stafflistingo Briefbioofstaffo Organization/teamchart,whenapplicable
Informationo Annualcalendaro Websiteinformationo Promotionalmaterial(membershipbrochure,informationbrochure,advertisements,etc.)
KeepAmericaBeautifulo FactSheet/Overviewo AnnualReporto VolunteerTimeSheetforCost/BenefitAnalysis
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 39
Appendix11:MeetingPackets
1. Sendpacketinadvanceandnotlate.Boardmemberswantenoughtimetoreadthepacket,andsomeorganizationssendthepacketbyemailaswellasbyregularmail,sothatboardmemberscanaccessthepacketfromwherevertheymightbe.
2. Materialsshouldbeneatandnotsloppy.
3. Includeasummaryandbackgroundinformationneededtomakeadecision.Donotincludeirrelevantorunexplainedmaterials.
4. Ifapprovalofanewprogramoranewbudgetitemisontheagenda,aclearstatementoftheproposalmustbeinthepacket,alongwithidentifyingwho(staff?aboardcommittee?)isbringingtheproposalandwhattheirrecommendationandrationaleisfortheproposal.
5. Critical,butoftenoverlooked:meetinglocation,directionstothemeeting,andanactionrequirednotedonagenda.
6. Maketextlargeenoughforboardmemberstoreadeasily.
7. Makesureboardmembersknowwhotocalloremailwithquestionaboutanagendaitem.
8. BriefandUSABLEupdatesonprioritymatters,especiallyfinancialstatus.Infinancialinformation,boardmemberswanttobeabletotell-eitherfromthestatementsorfromacovermemo-whethertheorganizationisonbudget,isfinanciallysound:inshort,"shouldwebeworried?"
9. ExecutiveDirector’sReport-fundingupdates,programupdates,specialnewsaboutstaffortheboard-canbecoveredinanexecutivedirector'sreportorinaseriesofbriefprogramreports.
10. Ifyouhavegeneralinformationthatdoesnotrequireaction,placeattheendofpacketwithareferencetonon-agendaitems.Letboardmembersknowwhattheyshouldbelookingfor-isthis"deepbackground"oristhereanupcomingorganizationaldecisionforwhichthismaterialisrelevant?
11. Boardmembersdonotwanttoreadthingsthatwillberepeatedattheboardmeeting.TheChairmanshouldreferthememberstothematerialsinthepacket.CommitteeChairman,stafformembermakingthereportshouldnotreadthematerialtothemembersbutgiveabriefoverviewwhenapplicable.
12. Routinecommitteereportsthatdonotrequireboardactionshouldbewrittenandplacedintheboardpacket.Boardshouldbeaskediftheyhavequestionsaboutwrittenreports.
AdaptedfromBoardCafé
40 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix12:ConductingMeetings
President/ChairmanRole
ThePresident/Chairmanconductsthemeetingandshould:
• befamiliarwithRobert'sRulesofOrder
• befamiliarwiththebylaws,ordinanceorresolutionestablishingtheorganization
• welcomeeveryonetomeeting
• ensurethemeetingfollowstheagenda
• preventirrelevantdiscussions
• serveasanarbiterandfacilitator
• summarizethekeypointsofeveryagendaitemasitiscompleted
• summarizethekeypointsofeveryissueimmediatelybeforeitisvotedon
MembersRole
Themembersoftheboardshouldtakeanactiveroleinthemeetingand:
• leavethemeetingknowingwhathasbeenaccomplished
• leavethemeetingknowingwhatisexpectedofthem
• receiveacalendarofupcomingevents
StaffMembersRole
Thestaffshouldtakeanactiveroleinthemeetingand:
• workwiththeChairmantosetagenda
• ensurethatsufficientnumbersofparticipantsandkeypersonsareinattendance
• ensurethatifcommitmentsareneededbyotherstaffmembersorresources,thattheplanisfeasible
• say“thankyou”toallvolunteermembers,astheyaretheheartoftheorganization
Guests
Invitationscanbeextendedtoofficialsandcommunityleaderstokeeptheminformedaboutandinterested.Ingeneral,guestslistenandparticipateifrequestedbythePresident/Chairman.
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 41
Appendix13:ParliamentaryProcedure
PROCEDURESATAGLANCE
TODOTHIS* YOUSAYTHISMAYYOUINTERRUPTSPEAKER?
MUSTYOUBESECONDED? ISTHEMOTION
DEBATABLE?
ISTHEMOTIONAMENDABLE?
WHATVOTEISREQUIRED?
ADJOURNTHEMEETING
IMOVETHATWEADJOURN. NO YES NO NO MAJORITY
RECESSTHEMEETING
IMOVETHATWERECESSUNTIL…
NO YES NO YES MAJORITY
COMPLAINTNOISEORROOMTEMPERATURE
POINTOFPRIVILEGE
YES NO NO NO NOVOTEREQUIRED**
SUSPENDFURTHERCONSIDERATIONOFSOMETHING
IMOVEWETABLEIT. NO YES NO NO MAJORITY
ENDDEBATE IMOVETHEPREVIOUSQUESTION.
NO YES NO YES TWO-THIRDS
POSTPONECONSIDERATIONOFSOMETHING
IMOVEWEPOSTPONETHISMATTERUNTIL…
NO YES YES YES TWO-THIRDS
HAVESOMETHINGSTUDIEDFURTHER
IMOVEREFERTHISMATTERTOACOMMITTEE.
NO YES YES YES MAJORITY
AMENDAMOTION IMOVETHATTHISMOTIONBEAMENDEDBY…
NO YES YES YES MAJORITY
INTRODUCEBUSINESS(APRIMARYMOTION)
IMOVETHAT… NO YES YES YES MAJORITY
* Themotionsorpointsarelistedinestablishedorderofprecedence.Whenanyoneofthemispending,youmaynotintroduceoneTHATISlistedbelowit.Youmayintroduceonethatislistedaboveit.**President/Chairmandecides
PreparedbySharlaHotchkiss,KeepTexasBeautifulBoardmember
42 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix14:ConferenceCallTips
• Setupthemeetinginadvanceandcommunicatethedialinnumber,passcodesandotherinformation.“Springforward,fallback”issomethingtokeepinmindforyourtimezonecrossingcolleagues.Donotworkouttimedifferencesonyourfingers–checkontheinternetorevenphoneacolleagueinthatstateandaskwhattimeitis!
• Treattheconferencecallasifitwereameeting.Youknowtheroutine;prepareandcirculateanagenda,takenotes.Closethemeetingformally,thankingeverybodyfortheirtime.
• Startthemeetingontime;donotrewardlatecomers’badbehaviorbywaitingforthem.
• Takearolecallatthestartofthemeetingbyaskingeachcallertosayhelloandintroducethemselves.Eventhoughyoumaynevermeetinperson,itisagoodrelationshipbuilderandgetseveryonetosayhis/hername.
• Domakeuseofguestspeakers.Inviteaspecialorimportantguestandgetthemtosayafewwordsatthebeginningofthemeeting.Noonewillknowtheyslippedoutafterfiveminutesandyouwillgetthebenefitofundividedattentionandbestbehavior.
• Donotallowthetopictowander.Bepolitebutfirmifpeopletalktoolongorovereachother.
• Donotassumeeveryonerecognizesyourvoice.Sayyournamebeforeyouspeak.Thisisparticularlyimportantforthepersontakingmeetingnotes.
• Doaskforinputbyusingaperson’sname.Peoplewillpaymoreattentiontoavoidtheembarrassmentofneedingthequestionrepeated.
• Rememberthatyouwillbetalkinginfrontofagroupandreceivingnovisualcuesorfeedback.
• Usetherightphoneinaquiet,undisturbedroom.Donotusecellphonesorphonesthatpickupbackgroundnoise.Callingfromanopenplanofficeistheequivalentofhavingaconversationinanightclub.Ifyoureallycannotfindaquietroom,usethemutebuttonuntilyouarerequiredtospeak.
• Donotshufflepapers;scrapechairs,penciltap,humorotherdistracting,noisyactivities.Checkyourchairtomakesureitdoesnotmakesqueakingnoises.
AdaptedfromLyndsaySwinton,ManagementfortheRestofUswww.mftrou.com
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 43
Appendix15:MeetingEvaluation
Wehighlyregardthetimeandcontributionsofvolunteers.Wewanttobesurethateverymeetingisasproductiveaspossible.Inputaboutthemeetinghelpsusfulfillvolunteerexpectationsandincreaseorganizationaleffectiveness.Thankyouforservinginaleadershiprole.
MeetingDate________________________________
o BoardMeeting o CommitteeMeeting o AnnualMeeting
1. Didyoureceiveenoughnoticeandinformation(orhaveaccesstotheinformation)toadequatelyprepareforthismeeting?
o Yes o No Comment:
2. Diddiscussionsadheretotheagenda?
o Yes o No Comment:
3. Wasmeetinglength? oTooShort o JustRight oTooLong
4. Didhandouts/reportsprovideinformationneededfordiscussionanddecision-making?
o Yes o No Comment
5. Wasthelocationandroomset-upadequateforaneffectivemeeting?
o Yes o No Comment
6. Didthismeetingadvanceourmission,goalsandstrategicplan?
o Yes o No Comment
7. Leadersfocusongovernancewhilestafffocusesonmanagement.Howwouldyoucharacterizethemeeting’sdiscussionsandoutcomes?
Governance1 2 3 4 5 6 Management
8. Dowemaintainacultureofrespectfornewideas,staffandvolunteers?
oYes oNo Comment
Suggestionsforimprovement:
Name(optional)______________________________________________
44 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix16:BoardSelf-Assessment
PleaserateyourassessmentoftheBoardofDirectors'performanceonascaleof1-5,with1=NotAtAllConfident,and5-VeryConfident.
Question AnswerHowconfidentareyouthatasaneffectivegoverningbody,theboard:1. Monitorsandevaluatestheperformanceoftheexecutivedirectoronaregularbasis?2. Ensureslegalcompliancewithfederal,state,andlocalregulations?3. Ensuresthatgovernmentcontractobligationsarefulfilled?4. Monitorsfinancialperformanceandprojectionsonaregularbasis?5. Hasastrategicvisionfortheorganization?6. Hasadoptedanincomestrategy(thatcombinescontributions,earnedincomeandotherrevenue)toensureadequateresources?7. Hasaclearpolicyontheresponsibilitiesofboardmembersinfundraising?8. Hasadoptedaconflictofinterestpolicythatisdiscussedregularly?9. Currentlycontainsanappropriaterangeofexpertiseanddiversitytomakeitaneffectivegoverningbody?10. Regularlyassessesitsownwork?
Howconfidentareyouthatmostorallboardmembers:11. Understandsthemissionoftheorganization?12. Areadequatelyknowledgeableabouttheorganization'sprograms?13. Actasambassadorstothecommunityonbehalfoftheorganizationanditsconstituencies?14. Followthroughoncommitmentstheyhavemadeasboardmembers?15. Understandtherolethatvolunteersplayintheorganization?16. Understandtherespectiverolesoftheboardandstaff?17. Areappropriatelyinvolvedinboardactivities?
Pleasecomment:18. Whatinformation,abouttheorganization,behaviorchange,programarea,boardmanagement,wouldhelpyoubeabetterboardmember?
19. Whenyoujoinedtheboard,didyouhaveideasonhowyouwouldhelptheorganizationthathaven'thappened?Ifso,whatideas?
20. Whatsuggestions/questionsdoyouhaveforthepresident/chairmanortheexecutivedirectorabouttheboard,yourownrole,oranyotheraspectoftheorganization?
21. Wouldyoulikethepresident/chairmantocontactyou?
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 45
22. Asageneralevaluationorreview,asaboardorcommitteemember:
Question
(BasedontheGallupOrganizationQ12survey.)
Yes No NotSure
Doyouknowwhatisexpectedofyou?
Doyouhavethematerialsandequipmentneeded?
Doyouhavetheopportunitytodowhatyoudobest?
Doyouhavetheopportunitytodowhatyouwanttodo?
Haveyoureceivedrecognitionorpraisefordoinggoodwork?
Doessomeoneontheboard/committeecareaboutyouasaperson?
Doyoufeelthatyouropinionscount?
Arememberscommittedtodoingqualitywork?
Hassomeonetalkedtoyouaboutyourperformanceasamember?
Haveyouhadanopportunitytolearnandgrow?
46 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix17:MemberEvaluation
Theboardmembersshouldconductaself-evaluationannually.Newmemberswillseewhatisexpectedofthemandcontinuingmemberswillhaveanopportunitytomonitortheirsuccess.Itgivesfeedbacktoinitialmembersonhowtheyseetheirperformance,attendanceandparticipation.
¨ Attendance:Theevaluationformshouldincludetheregularmeetings,anyspecialcalledmeetings,annualretreat,orientation,andtraining.¨ Events:Thedatesofeventsthatmembersareexpectedtoattendshouldbelisted.Ifmultipleeventsareplannedannuallyandmembersareexpectedataspecificnumberbutallthenthisshouldbenotedontheform.¨ Contribution:Theformshouldprovideanopportunityformemberstoreportmembershiporfinancialcontributions(monetaryorin-kind),sharingofskills,suppliesorequipment.¨ Performance:
• Didthememberprepareforthemeetingi.e.readingminutes,committeereportsorfinancialrecordsbeforethemeeting?
• Doesthememberseekinformationoutsidetheregularboardmeetings?• Hasthememberrepresentedtheorganizationwithinthecommunity?
Name: ____________________________________ Term: __________to__________
Addthenamesofeachcommittee/taskforce.Leaveblankifyoudidnotattend.
Meetings/Events Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
RegularMeetings
Committee/TaskForce:
Committee/TaskForce:
AnnualRetreat
BoardOrientation
Conference
GreatAmericanCleanup
AmericaRecyclesDay
ArborDay
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 47
Amount/Item Date Amount/Item DateMembership:
DonationorSponsorship:
Equipment/Supplies:
Skill:
TimeDonated
TimeDonated
TimeDonated
TimeDonated
TimeDonated
TimeDonated
TimeDonated
July
August
September
October
November
December
January
February
March
April
May
June
Rateyourboardmember’sperformanceinthefollowingareas:
Member’slevelofboardmeetingpreparationi.e.readsminutes,looksatpacketsExcellent AboveAverage Average BelowAverage Low
Memberindependently/routinelyseeksinformationoutsideinformationinboardpacketsExcellent AboveAverage Average BelowAverage Low
Member’slevelofparticipationinmeetingsis…Excellent AboveAverage Average BelowAverage Low
MemberrepresentstheorganizationandservesasanambassadorwithothergroupsExcellent AboveAverage Average BelowAverage Low
MemberhasdemonstratedoverallinterestinandcommitmenttomissionofaffiliateExcellent AboveAverage Average BelowAverage Low
48 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix18:BoardExitInterview
Yourserviceasaboardmemberisdeeplyappreciated.Yourinputwillassistouraffiliateinprovidingthebestexperiencepossibleasaboardmemberanddevelopmaterialstoimprovetheexperience.Thankyouforserving.
1. Howwouldyoudescribeyouroverallboardexperience?Didyoufeelyourtalentsandexperiencewereusedandyourperspectiverespected?
2. Whatwerethebiggestchallengestoyouinperformingyourboardresponsibilities?
3. Whatcouldtheboardorstaffhavedonetoimproveyourexperience?
4. Didyoufeeltheexpectationsofyouasaboardmemberwererealistic?Ifnot,whynot?
5. Howdoyouthinktheboardasawholefunctions?Whatimprovementstomeetingsorstructurewouldyousuggest?
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 49
Appendix19:VolunteerTimesheet
Name: __________________________ ________________
DATE PROGRAM/ACTIVITY/PROJECT DOLLARVALUE(forprofessionalhoursifapplicable)
HOURSDONATED
50 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix20:VolunteerLiability
TheinformationprovidedisfromtheNonprofitRiskManagementCenterandisangeneralintroduction.Yurorganizationshouldinvestigateissuesatthelocalleveltodeterminewhatstepsyoushouldtakeconcerningboardandvolunteerliability.TheNonprofitRiskManagementCenterwasestablishedin1990toprovideassistanceandresourcesforcommunity-servingnonprofitorganizations.Asanonprofit,theCenterisuniquelypositionedtobothunderstandandrespondtoquestionswithpractical,affordablesuggestionsforcontrollingrisksthatthreatenanon-profit’sabilitytoaccomplishitsmission.TheCenterhasa“VolunteerRiskManagement”tutorialon-lineatwww.nonprofitrisk.orgtocheckyourknowledgeofriskmanagement.TheCenter’stechnicalassistanceprogramfornonprofitisavailableathttp://nonprofitrisk.org/advise/advise.htmorbycalling(202)785-3891.
UnitedStatesVolunteerProtectionActTheVolunteerProtectionAct[42U.S.C.§14503(a)]providesimmunityforvolunteersservingnonprofitsorgovernmentforharmcausedbytheiractsoromissionsif:• Thevolunteerwasactingwithinthescopeofhis/herresponsibilitiesatthetimeoftheact/omission.• Thevolunteerwasproperlylicensed,certifiedorauthorizedtoact,ifappropriateorrequired.• Theharmwasnotcausedbywillful,criminalorrecklessmisconduct,grossnegligenceora
conscious,flagrantindifferencetotherightsorsafetyoftheindividualharmed.• Theharmwasnotcausedbythevolunteeroperatingamotorvehicle,vesseloraircraftwherethe
staterequiresanoperator'slicenseandinsurance.
ManyVolunteersRemainLiableDespitetheVolunteerProtectionAct,manyvolunteersremainfullyliableforanyharmtheycause,andallvolunteersremainliableforsomeactions.Thelawonlyprotectsvolunteersservingcertainnonprofitsandgovernmentalentities.TheVPAdoesnotpreventanonprofitfrombringinganactionagainstavolunteer,certainnonprofitsandgovernmentalentities.
"VolunteerProtection"LawsExistinEveryStateEverystatehassomeformofvolunteerprotectionlaws.Somestatevolunteerprotectionlawsonlyprotectdirectorsandofficersservingnonprofits,whileothersprotectnarrowcategoriesofvolunteers,suchasfirefightersorotheremergencyservicepersonnel.Thereisawiderangeofexceptionstotheprotectionsaffordedundertheselaws,aswellasotherdifferencesreflectingthepreferencesorspecificconcernsofthestate.ThefederalVolunteerProtectionActpreemptsstatelaws"totheextentthatsuchlawsareinconsistentwiththeAct."However,itdoesnotpreempttheadditionalprotectionfromliabilityforvolunteersthatstatesmayprovidenordoesitpreemptanumberofotherconditions.Youneedtoknowwhatprotectionyourstatedoesanddoesnotaffordvolunteers.OneresourceistheNonprofitRiskManagementCenter's"StateLiabilityLawsforCharitableOrganizationsandVolunteers"whichprovidesinformationonlineathttp://www.nonprofitrisk.org/pubs/ssl_01rev.pdf.
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 51
Insurance
DoesNotPreventLossesInsurancealsodoesnotsafeguardvolunteerprogramparticipants,butitcanhelppayforinsuredlossesandthecostofinvestigatingordefendingallegationsofwrongdoing.Thetypesoflossesthatmayoccurdeterminewhattypesofinsuranceareappropriate.Majorcategoriesofclaimsinclude:• Claimsfiledagainstthenonprofitthatresultfromharmorlosssufferedbyvolunteerworkerswhile
providingservicefortheorganizationorlosscausedbyvolunteerswhileperformingtheirservice.• Claimsfiledagainstthevolunteerallegingharmcausedbythevolunteerwhileperformingservice
fortheorganization.
NoSinglePolicyAddressesEveryRiskVariousinsuranceproductsrespondtothedifferenttypesofclaimsandlossesthatmightresultfromvolunteerservice.Forexample,medicalclaimsforavolunteer'sservices-relatedinjurieswillfirstbecoveredbythevolunteer'sexistinghealthcarecoverage.YoumightconsiderbuyingaVolunteerAccidentPolicytoprovideexcesscoverageoverthevolunteer'spersonalcoverage.Accidentandinjurypolicieswillpayclaimsregardlessofwhoisatfault.Sincetheyprovide"excessinsurance"--theypayonlyafterotheravailableinsurancepays--thesepoliciesarerelativelyinexpensive.Someorganizationschoosetopurchasemorecostly"primarycoverage"byincludingvolunteersunderWorkers'Compensationpolicies.
OtherTypesofInsuranceInsuranceisavailabletoprotectthenonprofitfromharmcausedbyvolunteerstaff.Toprotectyournonprofitagainstliabilityclaims,lookatCommercialGeneralLiability,Directors'andOfficers'Liability,ProfessionalLiabilityandAutomobileLiabilitycoverage.Everynonprofitshouldidentifyaninsuranceprofessional(agent,brokerorconsultant)whocanhelptheorganizationevaluateitsneedforinsurancecoverageandcoordinatethesubmissionofapplicationsforcoveragewithvariousinsurancecompanies.
ProvidedbyNonprofitRiskManagementCenter
52 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Appendix21:Websites
GeneralWebsiteswww.kab.orgGeneralinformationabouttheorganization,programs,mediacenter,toolsandresources.The Affiliate Dashboard can be accessed here for online reporting and affiliate resources using your log-in.
www.kabforums.orgThisistheKAB“chat”roomforexecutivedirector.Thisisnotwhereprivateinformationspecifictoyouraffiliateiskept.Thisiswhereyoucanposequestionstotheaffiliatenetwork,getwebinarinformation,findfilesandPowerPoints,findoutwhat’sgoingonintheKABnetwork.Kabforums.orgaccessislimitedtoexecutivedirectorandaprofilemustbecompletedtogainaccess.Boardmembersmayaskexecutivedirectortopostorretrievematerials.
ProgramWebsitesThesesitearelinkedtomainwebsitebutmaybefoundthroughsearchesasseparatesites.
AmericaRecyclesDaywww.americarecyclesday.orgCigaretteLitterPreventionProgramhttp://preventcigarettelitter.org/Recycle-Bowlwww.recycle-bowl.orgRecycleManiawww.recyclemaniacs.org
ExecutiveDirector ©2018KeepAmericaBeautiful,Inc. 53
Appendix22:LogoDesign
As a part of Keep America Beautiful's 65th anniversary re-branding initiative, we present Keep America Beautiful's national logo guide and logo files for your use, which you can find on the Affiliate Dashboard.
In places where you are currently using the former Keep America Beautiful “red wordmark” logo (or even the older “swish” logo), please replace it with the new logo as soon as possible. Please begin doing so on all digital platforms (websites, social media) as those should be relatively easy to update. For printed materials, please update once current inventory has been exhausted.
Please continue using the “One Shared Brand” version of your local affiliate logo with the “Keep America Beautiful Affiliate” line underneath. The “One Shared Brand” initiative continues unchanged.
If you’re interested in adopting the new logo for local use or for any other logo-related questions, please contact:
Mike Rosen at [email protected] Rivera at [email protected] Kaufman at [email protected]
54 ©2018KeepAmericaBeautiful,Inc. ExecutiveDirector
Keep America Beautiful, the nation’s iconic community improvement nonprofit organization, inspires and educates people to take action every day to improve and beautify their community environment. Celebrating its 65th Anniversary in 2018, Keep America Beautiful strives to End Littering, Improve Recycling and Beautify America’s Communities. We believe everyone has a right to live in a clean, green and beautiful community, and shares a responsibility to contribute to that vision.
Behavior change – steeped in education, research and behavioral science – is the cornerstone of Keep America Beautiful. We empower generations of community and environmental stewards with volunteer programs, hands-on experiences, educational curricula, practical advice and other resources. The organization is driven by the work and passion of more than 600 Keep America Beautiful affiliates, millions of volunteers, and the collaborative support of corporate partners, social and civic service organizations, academia, municipalities, elected officials, and individuals. Join us on Facebook, Instagram, Twitter and YouTube. Donate and take action at kab.org.
KeepAmericaBeautiful1010Washington Boulevard
Stamford, CT06901T203.659.3000
kab.org