case2

Non-Profit Board Governance Training.

The demographics of the United States are changing. According to the U.S. Census’ 2019 Population Estimates, the Latino population in the United States is 60.6 million strong, making people of Latino origin the nation’s largest ethnic or racial minority.

 

A further breakdown of this population estimate includes the following 2019 – 2021 facts:

  • 32.0% of the Latino population attended college or graduate school.
  • 27.2% of elementary and high school students were Latinos.
  • 4.9% of Latinos over 25 years of age have a graduate degree.

As this segment of the United States population increases in numbers and educational levels, non-profit organizations that are dedicated to Latino’s professional growth are increasingly important. Ensuring that these types of organizations are economically healthy with sustainable leadership models is critical to the prosperity of the Latino community and the United States.

Overview

A non-profit organization, dedicated to the employment, development and advancement of current and aspiring Latino professionals, decided to provide its board with governance training. In addition to training, this non-profit organization requested the development of an orientation manual.

Consulting Objectives

The objective of this consulting assignment was to review all governance related activities to ensure that the organization’s board of directors understood their stewardship and fiduciary roles.  Specific target areas were the following:

  • Adhering to and being in compliance with non-profit corporate law.
  • Providing leadership on the development and implementation of the organization’s mission, strategy & major policies.
  • Ensuring that the non-profit is financially viable.
  • Selecting and supporting the chief executive with his/her management goals.

Approach

The approach for this assignment included:

  • Conduct board of directors’ needs assessment including one-on-one interviews to develop a gap analysis of organization’s governance capacity.
  • Designed and facilitated board governance training sessions (six hours).
  • Developed a board of director’s orientation manual for current and future orientation sessions.

Outcomes

  • All board members completed the six session hours of governance training.
  • All board members received an orientation manual that included materials on the following areas:
  1. The legal duties of board members
  2. Organization’s mission & history
  3. Conflict of interest policy
  4. Bylaws
  5. Articles of incorporation
  6. Strategic plan
  7. Organizational chart
  8. Finance & resource development
  9. Reference materials