Monthly Archive for November, 2010

52. Insights on Chairing — Video Interview with Larry Nelson

I am pleased to introduce Larry Nelson to you. Larry has served on many, different non-profit charity boards in Canada, including church, higher education, denominational, parachurch, and school. His background in accounting and business and his role as executive director of the Baptist Housing Ministries in British Columbia have equipped him to provide leadership to diverse kinds of boards. He has just recently completed his responsibilities as chair of the board of the Canadian Council of Christian Charities.

In our conversation we discuss how church boards may differ from other kinds of non-profit boards, as well as the specific challenges these differences create for people who chair church boards.

I am grateful to Larry for giving voluntarily of his time and wisdom.

To access the video please click on “videos” in the menu above.

51. What Makes a Church Board Effective: # 2 Continual Learning

Effective church boards keep challenging their boardmanship, i.e. they intentionally educate themselves about their organization, their role within the organization, and their performance in that role. When was the last time in your church board experience that your board took time to reflect upon how well they were doing or studied together an article about board practice that might help them accomplish their work for the congregation more excellently? Does your church board have an annual retreat where time can be given to “improving your serve?” Or do you muddle along, despite your frustrations about the process and its constant tedium and lack of direction? Effective boards are not satisfied with their current level of operations — they have a passion to serve Jesus better in their role.

People on the board may not know who is responsible for this aspect of board life and so the board is hindered in its development.  The chair person views his or her role as the meeting facilitator. Individual board members probably give little thought to the question. The lead pastor may desire the church board to work more effectively, but shies away from offering suggestions in case he is viewed as meddling or trying to change the board to suit his agenda, or being overly critical. So nothing is done and poor habits of boardmanship persist because no one has the energy, motivation or spiritual wisdom to lead change. And then there is the matter of turnover in board leadership and board members. Such discontinuity makes it difficult to improve board operations over the long term.

I am probably a little harsh and judgmental in my assessment, but I suspect I am not far off the mark in many cases. So someone has to seize the moment and find a way to help the church board discern effective ways of operating.

One place to begin is for the church board chair to suggest that the board take a few minutes at the end of a meeting to evaluate how well the meeting went. Initially the comments might be somewhat disjointed or disconnected because there are no common assumptions upon which to evaluate the meeting. This may be the first experience in which members of the church board  have reflected on the way the board operates collectively, how the chair manages the meeting, or how individual board members have helped or hindered the board’s progress. As the board members become more comfortable with the process and small changes and improvements in board operations become observable, it may set the stage for considering other elements of good boardmanship.

Another aspect of this focus on boardmanship would be the orientation of new members of the board to board operations. Again, you might discover that your board has no intentional means to accomplish this. If you are a board chair serving in this situation, consider adding this to one of the agendas as an item for discussion. Perhaps you could phrase it as a question: “When you started on the board, what information would have helped you begin to serve effectively? What do you know now that you wished you knew then?” Compile the responses and then at a subsequent board meeting propose that the board establish simple process for orienting new board members. You may as board chair have to volunteer your services, along with those of the lead pastor, as the team to develop and lead the orientation session. You might plan to do it over supper with the newly elected board members prior to their first meeting.

I have always considered it important to encourage board members to come to the meetings prepared, having read the materials circulated in advance. This means that I, as board chair, have to ensure that the agenda, minutes, reports and decision/discussion briefs are prepared and circulated electronically at least a week in advance of the meeting. If I as board chair am not prepared myself to facilitate the board’s work in this disciplined manner, then I cannot expect the board to improve their game too. Leading by example is biblical and extremely motivating. Excellence can be caught and taught.

Governance is all about process, planning, and purpose, undergirded with an appropriate understanding of entrusted authority. One area that church boards often overlook in their boardmanship is defining the appropriate process for a particular decision. For example, if the need for an extraordinary expenditure of funds occurs mid year and exceeds the budget parameters approved by the congregation at the annual general meeting, then the board members must decide how to process a decision regarding this item. If they decide to reject the recommended expenditure, then no further action is probably necessary, except to explain to those affected (e.g. perhaps employees whose salaries might be affected) the rationale for the decision. However, if the board decides to support the recommendation, then it must determine whether according to its bylaws it has the authority in itself to make such a decision. It it believes the bylaws authorize it, the board may still have to explain why they took the decision at the next congregational meeting. If the bylaws require the board to gain congregational approval, then the board has the responsibility to ensure that the approval is secured before making the expenditure. It is the board’s responsibility to manage the decision-making process such that groups in the organization whose voice needs to be heard, have opportunity to speak into the decision at their appropriate level. Understanding what processes are required is part of boardmanship.

50. What Makes a Church Board Effective? # 1. Contextual Understanding

As a board chair you desire the church board you serve to excel in its leadership of spiritually-focused governance. After all you did not accept this role in God’s Kingdom to endure or mandate mediocrity. You may have served in this role for several years and are wondering what legacy you can leave that will help this church board to become even more effective in its governance leadership. But where do you start to try and measure your board’s effectiveness? What profile or standard should you use? Because it is a church board, you also desire to consider the spiritual context in your measure of its effectiveness. This adds to the complexity. Boardsource published a small pamphlet recently entitled “Govern More, Manage Less,” written by Cathy A. Trower. The last chapter suggests “six characteristics of effective boards.” In this next series of articles, I will be reviewing these and seeking to evaluate them particularly in the light of the church context and from the standpoint of a board chair’s role and responsibility.

An effective church board is a student of its internal context. A church board will only discern its future clearly, if it has a firm understanding of its past and present and this requires knowledge of context. As a board chair do you know the story, the commonly embraced narrative of the church’s origins, key struggles, remarkable faith victories, significant turning points that led to surprising growth? Taking the time to ensure that you and each of the board members and ministry employees knows this narrative is an important step in creating strategic alignment and appreciation for how the vision of the church has taken shape. Rehearsing this story from time-to-time in the board meeting and in other public meetings of the congregation helps everyone to keep in step with one another and develop confidence in the emerging vision.

Effective church boards know their church’s story and share it often.

Discerning the internal context enables a board to have its finger on the pulse of the congregational heart, the issues that may be causing strain, and matters that must be addressed to sustain church health. The board will not know whether the decisions it is making are the right ones, if they have little or no awareness about the connection between these decisions and matters of concern percolating within the congregation. If the board members know that significant numbers of people in the congregation have a passion to participate in short term mission experiences, but does nothing to encourage and support this, it could erode confidence in the board’s leadership. Or, if there is a theological issue emerging in various congregational venues, e.g. extent to which members of both genders can be involved in church leadership, but does nothing to give spiritual direction in this matter, then strategic governance is sadly lacking. Perhaps the church employees have a grievance over vacation policy and despite several communications to the board, the board takes no action. Then this again would display lack of awareness of the internal context which in turn prevents the board from demonstrating effective leadership.

Effective church boards know the congregation’s concerns and act to sustain and  develop church health.

The internal context relates to the congregation’s values and vision. New board members need specific orientation to these core elements in order to help them participate in informed decision-making. A church board chair carries some responsibility to ensure that new board members understand these matters. One way to accomplish this over the first few months of the new board members term is to link that person with a board veteran and encourage them to meet occasionally for coffee so that the new board member can orient himself as quickly and completely as possible to the congregation’s values and vision and learn how the board calibrates its decision in the light of these essential features.

Effective church boards work intentionally to orient new board members to the values and vision of the congregation.

Another aspect of the internal context is the life of the board itself — its traditions, it methods of decision-making, its relational ethos, etc. An effective board will be intentional and self-conscious in its development of these internal processes to help it lead with excellence. Regular review of these processes will help new and continuing board members keep themselves on track and even find ways to improve how they work together. Board life is always a dynamic reality.

Effective church boards regularly review their internal processes to ensure that they are working well together and making good decisions.

The church board chair ensures that the board is giving attention to this internal context. This person helps the board to articulate the values it uses to organize its life, relationships, decisions, and communications. Perhaps a term that might bring these various aspects together is the concept of “collegiality” — the desire, mutual trust, commitment, and processes that enable a board to work together, respect its diversity, and achieve deep consensus in its governance. Annual board retreats become important occasions for building and sustaining this collegiality.

Effective church boards have chairs who give attention to developing collegiality within the board and a deep spiritual trust.

In my opinion church board chairs demonstrate spiritual intelligence as they are awake to these actions, processes, and attitudes with the result that the church board appreciates and is attuned to the institution’s internal context.