Managing Your Board: It is not Rocket Science

Dutta Satadip

Hemophilia Foundation of Northern California

where

is your organization

headed?

determined by the

strategic plan

strategic plan showstruenorth

strategic plan

people

finance

marketingprograms

legal

strategic plan components

board compositionstrategic plan

needs alignment with

members independents medical

3. encourage inclusion

1. diversity ratio should reflect goals2. plan board recruitment pipeline

board focus on finance

oversightallocationfundraising

fund-rais ing∙grants

business

community

needsstrategy

al∙lo∙ca∙tion= spending ratios

o∙ver∙sightmeans checks &

balances

by boardmarketingoutreach

connections

outreach using social media requires participation

so much to do yet so little

time

focus measure tune

programsmarketing development

people

programs

marketing

development

focus makes tomorrow possible

no measurement =

no progress

360 scorecard

3. awareness metrics

1. spending metrics2. community satisfaction metrics

spending metrics

expense to reserve ratios

fundraiser ROIadministrative cost ratios

satisfaction metrics

net promoter scoresoverall satisfaction %

awareness metrics

volunteer rateswebsite traffic

giving rates

social media conversation counts

periodicallytune

remember 2 S’

strategic plan &scorecard

contactdutta@mba.berkeley.edu

www.linkedin.com/in/duttas

thank you

Resource URL

Net Promoter Calculator

http://www.netpromoter.com/np/calculate.jsp

Survey with NPS Template

http://www.zoomerang.com/

Social Media Monitoring

http://ww.socialmention.com/

How to measure anything

http://www.howtomeasureanything.com/