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training, staff development, workplace skills, team building, office
training
How to
Present to a Board of Directors
by Patricia Fripp, CSP, CPAE
Gail was the Association Executive when I was
president of the National Speakers Association. We planned the board
meetings ahead of time at a health spa in Palm Springs. We would
exercise in the morning, plan in the afternoon. The tough job for an
Association Exec is that they have a new president every year, and it is
really their job to coach the president on how to make this a productive
and fun experience for the year. Some, of course, don't want to be
coached, so you have to do it very subtly. Because we don't want to
cause competition, it is better to not say, "I worked very well
last year with such and such because__." Just say, "Each
person who has been president has brought something to the table."
Gail's first board meeting: She was just going to stand up and give a
presentation. At three days notice Nido Qubein said, "Put your
information on a flip chart so we can see it better."
In my speaking I say "People don't remember what you say, they
remember what they see." Which is why we tell stories.
By using good graphics, the board gets a bigger view of what is going
on. After her first board meeting, she got a standing ovation.
Understanding that presenting to the National Speakers Association Board
is tougher than most because we are all full time speakers. Afterwards,
she went to her room and cried, she was so exhausted and it was so
stressful. The point is: if Nido had not suggested that, she would have
just stood up.
Presenting to a board of directors is very important. You work hard all
year, but they only see you a couple of times a year as a package of
everything you do, a picture of the association and what is really going
on. It doesn't matter how efficient you are; if you do not present your
ideas well, you will be perceived as less efficient.
As Association Exec you usually get to present first. You should bring
all the things that you are concerned about, what you have been
criticized for, as an association staff and as a whole association, and
handle any problems that you think are going to erupt. The importance of
making an ally of the president, if possible, cannot be overestimated.
One thing we did at the National Speakers Association in my year has
been very productive. We instituted an idea that if you had a new
programme idea, it had to be presented to the staff one month before the
board meeting so they could assess the implication, the cost and staff
time. It did not look like we were being obstinate and trying not to
cooperate when the board got infused with the new programme. You have to
plan and anticipate. What was good about Gail and myself working
together was we knew the board from different points of view, and we
could share our experiences to consider and plan.
Idea: Ann Mahoney, Association Manager, ASAE, they have a leadership
issue in December on working with elected officials, especially
presidents working with the Association Exec. Trish should pitch the
idea of me writing something for that.
Mr. Lewis Schneider is the Association Executive of the American Society
for Industrial Securities. (703) 522-5800. He has been in his job for
eighteen years and he advises to get in front of your boards and address
them as much as possible. It is a problem if they are not used to your
presentation style, especially if you have bad news about you not making
budget for example. Present as much good news as possible. Secondly, get
to know them, and adapt your style as much as possible to them; if it is
casual group and they wear khaki, don't go in with a blue suit. He has
five executive committees and three board meetings a year, but he also
presents at ADHOC Committees.
Note from Fripp: I encourage everybody to go to the board meeting
room ahead of time. Whether you are a speaker, or in this case a board
person or an association exec, go to the room and get comfortable.
Author
Information:
Patricia Fripp
CSP, CPAE is a San Francisco-based executive speech coach
and award-winning professional speaker on Change, Customer
Service, Promoting Business, and Communication Skills. She
is the author of Get What You Want! and Past-President of
the National Speakers Association. She is contactable at
PFripp@fripp.com. |
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