Partners in Leadership Improve organizational performance by developing the Board- CEO partnership

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1 Partners in Leadership Improve organizational performance by developing the Board- CEO partnership Presented by: Laura Alexander, MA, CFRE and Jenny Carrillo, MA, CFRE, Alexander Carrillo Consulting LLC The Formula for Effective Governance: Six Essential Ingredients Mission Board Meetings Leadership of the Board and Organization Strategic Planning Composition of Board and Staff Streamlined Structure From BoardSource

2 Governance as Leadership Matrix C E O E n g a g e m e n t ED is displacing OBSERVATION ED is going through the motions with the ATTENDANCE Board Engagement ED is in constructive partnership with LEADERSHIP ED is displaced by MICRO- MANAGEMENT From BoardSource

3 Goal: Effective s and meetings! Exceptional Functional Responsible Strategic plan, fiscal oversight Anticipates, plans, sees opportunities Dysfunctional Of no real consequence Disengagement Conflict Unconscious Conscious Enlightened From BoardSource Partners in Leadership: What does it take? 1. Clear roles & responsibilities 2. Competence 3. Emotional intelligence 4. Fierce conversation 5. Transparency 6. Accountability 7. Generative dialogue 8. Skillful management 9. Effective meetings 10. Commitment to change

4 Emotional Intelligence

5 From Governance as Leadership: Reframing the Work of Nonprofit Boards, By: Chait Richard, Ryan William, Taylor Barbara E. Effective Meetings Require 4 Preparation 4 Facilitation 4 Discussion 4 Evaluation

6 Commitment to Change a HABIT UNDERSTOOD REWARDING EASY DESIRABLE Sustaining Change 1. Leadership 2. Demonstrated Outcomes 3. Administration & Practice 4. Funding & Budgeting 5. Marketing Strategies 6. By- laws & Policy From Sustaining Change: A Models for Change Guidebook

7 Alexander Carrillo Consulting is a full- service consulting firm specializing in non- profit organizational development and fundraising. Based in Tucson, Arizona and founded in 2010 by partners Laura Alexander and Jenny Carrillo, the firm has established itself as highly ethical, credible and effective in their work with a wide range of not- for- profit clients. Primary services for which the firm is hired include organizational development and strategic planning; training and facilitation; development and governance; annual fund development assessment, planning and implementation; capital campaign planning and oversight; major and planned giving program development; CEO and Development staff coaching and other projects as requested. Laura and Jenny are the owners and principal consultants, overseeing every aspect of the firms work. They have assembled a creative team of experts and specialists in other areas including major and planned giving, event planning, social media, financial management, print production and mailing and marketing. Contact Information: Alexander Carrillo Consulting 2102 N Country Club #9 Tucson, AZ good- better.com info@do- good- better.com (Jenny) (Laura) Highlights of Experience and Credentials Ø Each partner brings nearly 25 years of experience working in the non- profit sector, in organizational development, fundraising, management and leadership. Ø Each partner has earned a Master s degree in Philanthropy and Development and the professional designation as a Certified Fund Raising Executive (CFRE). Ø Each partner has been recognized individually by her peers as the Southern Arizona Outstanding Professional Fundraiser Jenny in 2006 and Laura in Ø Members of the Association of Fundraising Professionals (AFP), Alliance of Arizona Non Profits and Planned Giving Roundtable (PGRT). Ø Each partner is a Certified Governance Trainer through BoardSource.