7
Leading Forward:
The Board Chair's Opportunity

The master doesn't talk, he acts. When his work is done, the people say ‘Amazing! We did it all by ourselves.’

—Lao-Tzu, philosopher and poet

The CEO of the American Camp Association, Peg L. Smith, had been with the organization for 10 years when the deep changes started to take place. Peg developed and presented a passionate “call to action,” a three-page document that challenged the board to think in a completely fundamental and revolutionary way. As Peg recalls:

I had worked with ACA for a decade. The board had great vision and dreams and opportunity but was very insular, made up of people from the field. They wanted to be more external and have greater relevance to the broader community, but they just couldn't make it happen. The board had always been putting the staff in the situation of hearing all their big dreams for the organization that couldn't possibly be realized with the conditions the way they were. It was not fair and we weren't going anywhere.

Over the previous five years, we had been through a name change and a rebranding. We did everything on the surface to look different, but inside we weren't different. We had done all the buffing and polishing that we could and I knew we had to go to the next step to really make change. My “call to action” was about working as one association. It wasn't detailed; there was much ambiguity. My intention was to invite the board to look at the road to the vision as an opportunity and a journey. We knew where we wanted to get to, but we had to create the road as we went.

In retrospect, I now see that I had two incredible things that made what happened next happen. First, I had built a good deal of social capital and trust within the organization to allow me to voice the need for this next critical step. And second, I knew that we had a board president at the time who had the right competency, attitude, and credibility in our organization to lead.

The board chair, separately or in conjunction with the chief executive, is in a prime position to ascertain needed change and, without a doubt, is the person who must lead governance change. While a CEO will play a critical role in the development and implementation of any plan for governance change (unless the change is about the CEO), the process cannot be led by a CEO. Peer-to-peer leadership is critical, and the board chair will engage other board members to take ownership for the change and actively find ways to involve them in the process.

Board chairs are unlikely to succeed at leading change unless they have a clear understanding of their role, the skills to implement it, and the trust of the full board. The chair's responsibility to not only preside over meetings but to facilitate a successful board dynamic can easily get overlooked in the busyness of mastering agenda management and Robert's Rules. Little nonprofit research exists to guide board leadership. However, the governance literature is firm about “the board chair's obligation to stakeholders…to facilitate the work of the board in the context of effective leadership and good governance” (Wertheimer 2008). As Smith of American Camp Association recalled about her board chair, Ann Sheets:

There are moments when you really doubt what you have started. But if not for Ann's leadership, the volunteer board members would not have been able to get through the messiness. When you have leadership that publicly appears resolute and committed to a vision, that's inspiring and it allows change to unfold. Ann was always inspirational and enthusiastic about what the changes would ultimately mean. The initial courage and commitment and willingness to embrace chaos happened under Ann's leadership.

Concepts and Application

Group Facilitation Skills

The board chair's ability to support effective group dynamics during organizational change can mean the difference between successful board member retention (if that is the goal) and wholesale desertion. Wertheimer's (2008, p. 26) Board Chair Handbook wisely includes material on a range of team management and interpersonal skills, such as:

One-on-one communication skills—listening, question formulation, probing for shared meaning, empathy, and confrontation—become the foundation for group facilitation skills. For a board chair, the challenge is to apply these skills in dialogue with a group of individuals. As a group facilitator, you must show attentiveness, responsiveness, and flexibility toward the group process and, at the same time, acknowledge and respond to individual comments—all while respecting the allotted time and focusing on the task at hand. It requires skill to direct participants' comments to remain on task and to help clarify and summarize points that others are making.

Board chairs should not assume they have the natural skills or experience for effective group facilitation. They may find training and resources on effective group facilitation helpful, such as Schwarz et al.'s (2005, p. 3) values-based set of group facilitation objectives, outlined briefly here:

  1. Increase the quality of decisions.
  2. Increase commitment to decision.
  3. Reduce effective implementation time.
  4. Improve working relationships.
  5. Improve personal satisfaction in groups.
  6. Increase organizational learning.

Generative Thinking

These skillsets may strike some board leaders as rather foreign to their responsibilities, but they are closely related to current thinking about good governance. For example, Chait, Ryan, and Taylor (2005, p. 79) have described “generative thinking” as an essential element of strong boards. Generative thinking is a cognitive process that, when given official support and a structure in board deliberations (which is the chair's role), can support good governance. It offers a think-tank mentality for moving a board forward through any kind of planning.

In many of the cases we studied, we see boards (whether consciously following Chait et al.'s framework or finding their way on their own) following generative thinking processes, including extrapolating meaning from their current processes, applying multiple organizational frames of reference (such as organizational policies and procedures, human resources, power and politics, and organizational culture), and using the past to frame the future (Chait, Ryan, and Taylor 2005).

Board chairs who led successful governance change in the associations we studied embraced the change process, educated themselves with or in advance of the board about group dynamics, got coached or coached others in effective group facilitation, and served as role models and early adapters. Mike Myatt (2012), a Forbes commentator, puts it bluntly:

If you're not willing to embrace change you're not ready to lead.…Leadership is not a static endeavor. [It] demands fluidity…the willingness to recognize the need for change, and…the ability to lead change.

Summary

Board chairs can easily overlook their responsibility to not only manage the board's time effectively but also facilitate generative thinking on the part of all board members. Our cases describe many instances of board chairs and CEOs discovering together, through workshops or consultants, that they need to lead the board in a new way. The case of the American Camp Association that follows offers a particularly useful example of that principle.

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