How often does your board and ED explicitly revisit shared goals? • Annually • Quarterly • Only during planning cycles • Not formally • Unsure What would improve alignment in your organization? We'd love to hear from you!

In your organization, how clear is the boundary between governance and management? Be honest. - Crystal clear - Mostly clear but occasionally blurry - Frequently confusing - Depends on the situation If you’re comfortable, share one example where the line felt unclear.

𝗦𝗲𝘁𝘁𝗶𝗻𝗴 𝗡𝗲𝘄 𝗕𝗼𝗮𝗿𝗱 𝗠𝗲𝗺𝗯𝗲𝗿𝘀 𝗨𝗽 𝗳𝗼𝗿 𝗦𝘂𝗰𝗰𝗲𝘀𝘀 What a great session. Thank you to everyone who joined us live! 🎉 The energy, honesty, and generosity in the conversation made this one especially fun and impactful. If you were there, you already know this wasn’t a presentation-heavy session. It was a 𝗿𝗲𝗮𝗹, 𝗽𝗲𝗲𝗿-𝗱𝗿𝗶𝘃𝗲𝗻 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻 with thoughtful insights and a strong breakout discussion that sparked practical ideas many people said they want to take back to their boards. If you couldn’t join us live, here’s a snapshot of what you missed 👇 💬 𝗪𝗵𝗮𝘁 𝗪𝗲 𝗛𝗲𝗮𝗿𝗱 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗚𝗿𝗼𝘂𝗽 Participants shared real-world challenges and ideas around onboarding, including: • How to define success for new board members in the first 6 months • The importance of clarity around expectations early on • Ways to help board members connect with staff and the mission beyond meetings • Thoughtful discussion about peer mentors or board buddies, what works and where it can go wrong • Recognition that onboarding looks very different depending on the stage of the organization, start-up versus large, established nonprofit One participant summed it up perfectly: ❝ ┃ “I love the mid-year check-in. It sets the stage for ongoing engagement and growth.” ❞ 🔥 𝗕𝗿𝗲𝗮𝗸𝗼𝘂𝘁 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝗪𝗲𝗿𝗲 𝗮 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁 While not everything shows up in the chat, the breakout rooms sparked some of the strongest discussion of the session. Members shared: • Practical ways they’ve handled attendance, accountability, and engagement challenges • How empathy and accountability can, and should, coexist • Ideas for involving board members early without overwhelming staff or leadership Several attendees shared afterward that they’d love more time in group discussion, a great signal for future sessions. 📌 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 A few themes rose to the top: • Onboarding isn’t a moment. It’s a process. • Clear expectations early prevent frustration later • Engagement grows when board members understand how they add value • There’s no one-size-fits-all approach. Context matters.